Dubsado is a great all-in-one tool for consultants and coaches who offer both preset packages/offers and custom offers. It combines all the essential functions of a front-end CRM, including scheduling links, lead forms, questionnaires/surveys, proposals, contracts, and invoicing manually and with autopay. You can set up one-time payments, payment plans, and recurring invoices. It's also easy to set up and white label for your brand. My clients love the white-labeled client portal feature where they can see everything in one unified hub.
The workflows functionality in Dubsado allows me to automate many aspects of our client funnel and inboarding process. The capacity to let the system automate process and then set triggers and reminders for manual tasks, means clients don't fall through the cracks, they can find everything they need and we spend less time making sure contracts get signed and invoices get paid. Review collected by and hosted on G2.com.
There are some advanced features like being able to assign payment plans to a package that aren't available yet. Right now, my biggest headache, is that if I send a proposal with multiple packages to choose from that have different payment plan options, I can't generate the invoice automatically from the proposal because the payment plan can only be applied to the invoice not the package. Review collected by and hosted on G2.com.
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