Big news this week from my favorite CRM (Customer Relationship Management) Platform, Dubsado. In conjunction with their annual birthday sale, #6 this year, they announced a new starter plan, have several new training webinars and a big giveaway!

Today I’m walking you through how to customize all the essential brand settings. Dubsado is a very powerful CRM and will take quite a bit of time to learn all the ins and outs. Our focus today is what to do when you open the application for the first time. We’ll get all the essential branding item details set and off your to-do list.

Today I’m walking you through how to customize all the essential brand settings. Dubsado is a very powerful CRM and will take quite a bit of time to learn all the ins and outs. Our focus today is what to do when you open the application for the first time. We’ll get all the essential branding item details set and off your to-do list.

As a new business owner one important facet to consider is how you are going to invoice your clients and accept payments. If you are a service provider another important thing to have in place is a contract and a way to collect signatures. 

I believe that the majority of my business will be conducted online versus face-to-face so I went in search of an application that would generate invoices, contracts, collect electronic signatures, and accept online payments. These were my primary needs and where my search started.