MAKE YOUR ONBOARDING PROCESS EASY WITH DUBSADO!
WHAT’S DUBSADO? do your business differently!
The most efficient way to manage your clients!
Dubsado is a CRM tool, AKA client management tool. It will help you manage your clients in a professional, organized and automated way.
Dubsado will automatically fill in and schedule all the documents you have to send your clients with all the required data. With just one click you will be able to send them and have them signed. It will automatically prepare your invoices, track your income and your expences, store in the system all the email messages between you and your client. You will be able to set up a personal portal to allow your clients to see what you are working on and their documents. Dubsado embeds a scheduling system to schedule your appointments with ease, synchronizes your calendar, tracks the time you spend on each project and stores automated email messages you can send your clients if you need it.
Client management is key for your business. Your clients want to be managed professionally and know that their needs are prioritized.
Having an automatic system in place to send emails, documents and to schedule appointments contributes achieving a high standard client experience and improving your time management and team organization!
You will never have to remember to send documents, emails and invoices to your clients again.
If you are looking for a real high level tool, able to improve your image and give a super professional look to your business, Dubsado is the answer for you. It’s the perfect tool to have your life back!
How we can help
We outline your working needs
We create working procedures that help you stay organized
We set up your Dubsado specifically for you and your unique needs, your business and your procedures
We record a training video giving you the necessary instructions to manage your Dubsado after our setup
We offer you 1 month support after the setup to be sure that everything is covered and has met all your needs
HOW DOES IT WORK?
– Fill in the contact form
– We will reply to you ASAP and we will schedule a videochat.
– We will evaluate your needs
– We will send you a proposal
– You will go through our proposal and we will be here for any further explanations or requests you may have
– If you decide to accept our proposal, we will start working together!
I’m so happy that I got Teresa at Tailored Choice to help me out with the email subscriptions, newsletters, e-books and marketing for my food blog! She’s so reliable, effective and creative. Now I don’t think I could manage without her!
Elevata professionalità ed attenzione per il cliente. Assolutamente sopra gli standard del settore.
Teresa created the MOST beautiful, functional website in a quick turn around time. She is a pleasure to work with and works with integrity. I highly recommend working with Teresa!
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