Taking Your Client Experience to Another Level
You are missing out if you are tracking your leads the old-fashioned way. Perhaps you are using an excel sheet or saving emails. This is not productive and you are going to miss key touchpoints and information along the way. With Dubsado, you can track every single lead that comes in with a simple click […]
Dubsado is a CRM software that helps entrepreneurs manage their businesses. The five forms available in Dubsado are; Contracts, Sub-Agreements, Questionnaires, Proposals, and Lead Capture. With the tools available in Dubsado, you can better connect with your customer, create a streamlined client journey and take back your time by adding these forms to workflows. Let’s […]
A Customer Relationship Management tool (CRM) is a system that helps businesses track and manage customer relationships. It provides business owners with the tools to organize and use data about customers in an efficient way to improve business performance. The goal of CRM is to increase customer satisfaction by automating tasks such as lead […]
I talk to a lot of clients who are on the fence about automating their business processes. They feel like their business will come off seeming robotic and that they might lose that human touch. Another fear I hear is giving up a little bit of that control and worrying that things are going to […]
