Last year, when I brought some doulas on as independent contractors of the Bufflo Doula Services team, I knew it was time to change how I managed my clients and assigned leads to the other doulas. I’ve always been highly organized and had systems in place that obtained and maintained client records, but they weren’t the most efficient. I began researching CRM systems, and took my time looking into a few of them, but eventually landed on Dubsado. Let me just say, I’ve never regretted it!

Dubsado intimidated me at first; but only because it was difficult to step outside of the way I’d been doing business for five years! Going outside your comfort zone is always a bit overwhelming. However, once I buckled down and watched their super helpful step-by-step videos and got to work, I was so thrilled with how smoothly and simply my business could run. I created lead capture forms, intake forms, a scheduler for intake phone calls, and much more. I’m able to assign leads to my contractors with a click of the mouse, which allows them to view the lead’s contact information and any information they’ve shared. Our clients are thrilled when they realize they can digitally sign their contract, pay their invoice, and complete their intake electronically! Dubsado also has really responsive and helpful customer service, and has always quickly and easily helped me through any issues I’ve had. They will even input a few of your forms into the system for you, as well as help you transfer if you’re coming to them from a different CRM!

If you’re ready to simplify and streamline your business, click here. Listen to this… if you sign up using my code, BDS2014, you’ll receive 20% off your subscription!

Save 20% off your Dubsado subscription with this link and start impressing your clients with your simple and professional forms and easy appointment scheduling.