In today’s issue, I’m going to share the need for a customer relationship management (CRM) in your business.
If you have only one client, how are you managing them? If you implement a CRM into your business, you can build a system with automation around them.
Unfortunately, most people think they can manage this without using a CRM. Or the other way, they are using 5 different programs.
Why having a CRM like Dubsado is essential in your business.
The feeling of having everything under one roof is remarkable. What if I told you could have:
- canned emails
- proposals
- contracts
- invoices
- scheduler
All under one roof. With Dudsado, this is possible, plus more. No more logging into 5 different programs to accomplish the same outcome. Dubsado has it all in one place.
Step 1: Organize your clients in one space
Having your clients spread across multiple programs is not only confusing for them but also for you. You have to remember, did I send that email in that system or schedule a call in this system? This goes away with Dubsado. You have everything you need to manage your clients in one space. Send an email, yes. Schedule a call, yes. The list goes on and on.
Step 2: Customize your Dubsado how you want
Since you have so many systems, you are most likely using the free plan. Once you implement Dubsado, you can brand it with your colors and logo. Dubsado will come alive with your brand and your message. You don’t have to display the logos of any other systems on your calendar or invoices.
Step 3: Let’s move to one place
As I have mentioned, getting everything under one roof is the way to go. Doing this is the right step in getting your business organized. Also, the start to implementing automation into your business. Now, you are thinking, what have I done? Why did I set my business up like this? Don’t panic! I did the same thing at first. I had several different programs and combined them all under Dubsado.
If a Dubsado setup is something you want to implement into your business, click here.
If you would like to take a look at Dubsado, go here.
Summary
Step 1: Organize your clients in one space
Step 2: Customize your Dubsado how you want
Step 3: Combine essential tools under one roof
As soon as you are ready, there is a way to work with me:
