Do you send contracts as emails, do invoices in Excel, project manage with Asana, use Google Forms for questionnaires, and use many other apps just to manage your clients? If this dare I say mess sounds familiar, you are not alone! Many freelancers and service based entrepreneurs end up with numerous apps and tools just to manage clients. Good news is that I have better solution for you. Here’s best freelancer and service-based entrepreneurs CRM system to use that provides all-in-one solution. This post has affiliate links.
When I wrote this blog post I was still using Dubsado, I no longer use it. Right now I recommend checking out Bonsai (click the above image) with awesome features.
BEST CLIENT MANAGEMENT & FREELANCER CRM
Freelancers and solopreneurs are know for being totally overwhelmed with tools, apps and systems they are using. It is really hard to find solution that is affordable and suitable for small business needs. Corporation have awesome systems but those are too expensive and just too big for solopreneur.
I am in this boat too as I am small business owner with just me and freelancers working on my business. I need a system but I do not need a massive system to cover my needs. I just needed a freelancer CRM that is affordable and simplifies and automates my life.
Dubsado has superb list of features which also is continually growing! You get access to new features as they are published. Here’s a short overview of main features as well as a list of pros and cons to consider.
- Contract Management
- Email integration
- To-do lists
- Calendar Sync
- Payment Schedules
- Email templates
This is one of the best features of Dubsado. No more email attachments, printing, scanning, another email, start over… With Dubsado you can create (beautiful) contracts that clients are able to e-sign and send back in a breeze. This is a life and time saver.
Yes it is awesome to send out invoices as that means money in the bank account but hands up, do you really enjoy invoicing process?
I doubt many hands would go up!
Dubsado does invoicing so well, how about this scenario: send invoices within Dubsado, get paid quickly, accept credit card / e-checks (Square, Paypal, Stripe), money in the bank account.
That’s it. Check out Workflow next to see how you can automate this.
Workflows allows you to automate whole client process from lead to quote, reminders and emails, and after project is done send them thank you email and schedule with conditions (status, date, event etc.).
Automation at its finest!
Every minute you spend on doing repetitive tasks takes money away from your bank account! Admin and back office tasks are sales killers and these take so much time.
To Do & Calendar
Forget post-it notes and start using Dubsado’s To Do and integrate it with Workflow to get most out of it. You can get reminders of important events straight from Dubsado – never forget anything again.
Manage clients within Dubsado and store important data and see breakdown of invoices and more. Your clients can also keep everything in one place too with Client Portal. No more back and forth emails!
Forms & Questionnaires
Want to learn more about your lead or client? Use Dubsado’s forms and questionnaires and see your interaction from lead to closure in one place. Send custom questionnaire templates with a single click, or use Workflow to automate whole thing. Dubsado has 50+ strong template library so you don’t even have to create one, just use their templates.
On top of mentioned features you can also use canned emails, brand everything to match your own brand and of course Dubsado is mobile friendly.
Dubsado offers free trial, click here to sign up now, for their monthly and annual pricing.
*Disclaimer: I am Affiliate Partner and a user/tester of above mentioned services – I only partner up with products that I’ve tested and tried myself. You pay nothing extra by clicking my links, but often I am able to offer special offer only for my readers.*