How my Dubsado client portal works

Managing our projects always take a lot of time and energy from us. That's why we keep our eyes on every tool we can use to ensure that our tasks are done more efficiently. That way, we won’t sacrifice the quality of our work for our clients.
Things can be easier if there’s a tool for everything and which can solve our daily struggle with project management. Luckily, that’s what I found on Dubsado.

What is Dubsado?

Dubsado is a project management tool where you can securely create workflows and see overall process. You can build better client relationship since it's a great tool for scheduling appointments, creating and sending contracts or emails. It also serves as a safe storage for your important files.

Which industries use Dubsado?

Honestly, I think that any industry could use it: photographers, lawyers, insurance advisers, anyone who needs to manage workflow and client information.

Why do I use it?

Dubsado helps me in a lot of ways. I manage my time, invoices and client details there which would probably be so stressful for me if I don’t have any management tools with me.

Here are some other ways to use Dubsado:

  • Lead management - Track leads with lead funnels so it'll be easier for you to follow up to them. You can also send automated response to save time.

  • Payment processing -  Get paid in variety of ways without extra processing fee. Clients can use their mobile phone, computer or tablet which can be connected to Stripe, Square, and Paypal.

  • Contracts and forms - This one is customizable and easy to use because they allow you to load your own templates or use their own.

  • Accounting - Have a straightforward accounting process and see where your income, goals, and invoices are all going.

  • Client and project management - You can write notes, get reminders for your project, keep track of your bookings, or automated emails and other forms. Your client can also get organised with this tool with client portal.

Automation - No need for additional help if you can manage things on your own with Dubsado's automation. It will help you with your daily tasks from sending emails, contracts, invoices, to creating automated response to leads.

How does it help me and my clients

Who wouldn’t want to save their time and manage everything right away? With Dubsado, I organise everything in one place and avoid losing any files including anything sent via email. Contracts can also be securely stored and signed online.

How does it affect clients

It provides a more streamlined and more efficient process for me and my clients. Everything they send me is accounted for.  

A new way to work and give feedback

I developed a new process to make things super easy to give feedback on design I’ve worked on. Check it out below:

  1. Client will get an email with a form where they can approve or request changes

  2. You can directly make comments on the design

Dubsado Simply Whyte Design

(We are still working on a way for easy feedback on website design)

How the client portal works and how to use it

Watch this 2-minute tutorial to see how it works. We promise you it’s super simple!

Booking calls

Office Hours & Contact info:

Monday - Thursday, 9.00 am to 5.00 pm NZDT

Friday work from 9:00am to 3:00pm. NZDT

Closed on the weekend and on public holidays.

We will primarily use email and Dubsado to communicate during your project. This helps me keep everything organised and I get to allocate more of my time on designing.

Phone/Zoom

If you’d like to chat via Zoom/phone, feel free to shoot an email to schedule an appointment.

Scheduling calls keep work from being interrupted and allows total focus on projects!

Current clients:

Make a direct phone appointment with me any time!

booking current client calls simply whyte design

For new clients:

New clients will need to contact me through the contact form so we can schedule a new client time to chat.

contact.png

Get things done your way

Busy people need to manage their time well and Dubsado does it all for me. Now, I don’t have to worry about my clients not receiving emails or me responding to leads manually. It also helps me and my clients have a cleaner and streamlined process.

I can see and do everything using one tool. It’s a simplified solution for my project management needs!



Let’s work together

Got an amazing business idea you need help bringing to life? Time to refresh your existing brand? Ready to get serious and connect with your customers with a stunning Squarespace site?


Related Posts