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You've Jumped Across To Dubsado - Now What?

So you're interested in using Dubsado. You're either currently using another CRM and want to make the switch or you're completely new to the whole CRM thing and this will be the first time using one.

You probably have a lot of questions like: Where do I begin? What pricing plan should I choose? How do I transfer my current clients over? Can I make it on brand for my business?

Today I'm going to give you a bit of a jumpstart and guide you through getting started with Dubsado.

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Dubsado: Is It Right For You And Your Business?

You've been looking at a lot of CRM's lately. So many that they seemed to have all morphed into one big headache, haven't they?

All of them promise to help your business and streamline your systems but so far all you're seeing is a list of features and hours of work - with no guarantee of success and even less idea if this CRM will work specifically for your business!

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What I Was Looking For In A CRM For My Photography Business

I've been using Dubsado as my client management system since November 2016. That’s over 3 Β½ years. Before that I had been using 17hats but I wasn't happy with them and had been actively looking for another solution for quite a few months before that.

I had signed up for trials and tested various photography related CRM's before I finally landed on Dubsado through the recommendation of Jessica Stansberry - owner and tech nerd over at www.jessicastansberry.com.

With Dubsado - I have to say - it was love at first sight.

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Thinking About Dubsado For Your Photography Business?

Your CRM is your businesses central command center.

It's your hub. It's where you keep track of all your clients details, their contracts, invoices and session notes.

It's where you prepare emails, create contracts, design your forms and draft your proposals.

It's also your chance to wow your potential clients. No matter who we are, we like things simple. The easier it is to do something, the better.

The same can be said for onboarding a client. If you have to re-create a contract for every client, change the details, save as pdf and then send to your client to download, sign and then scan back to you. That one step now has multiple points where the client could drop off or get pushed to the back of their to do list because it's too hard right now.

Same for getting paid. Getting them to send a cheque or bank transfer can be much harder than simply sending them an invoice where they can pay via a credit card.

You want to make things easier for your client.

And by making it easier for them, you are ultimately making it easier for yourself as well.

That's where Dubsado comes in.

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