Best CRM System To Manage Your Clients More Efficiently

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Are you struggling to manage your client's accounts and looking to find a solution? Or maybe you are just starting out as a new business owner and don't know where to start. When it comes to managing your clients you want to use the best system to run your business smoothly and efficiently. Ever consider managing your client load with a CRM system? Continue to read to learn about one of the top client management systems that can improve your workflows and client interactions.

With so many different types of CRM systems to choose from, it may take time to determine which system is best for you and your clients. Having a CRM system in place can help you manage your clients very easily and efficiently. The CRM system that I highly recommend is Dubsado. This system does take some time to learn but once it is fully set up and functioning it is a great system to use for businesses. 

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Many people do not realize what it takes to run a business. It is not just working with clients directly, there is a lot of behind-the-scenes work that goes into running a successful business. Having a CRM system in place greatly helps to manage your workload as a business owner and to impress your clients with top-of-the-line business proposals and client portals.

Managing all of your clients can become so easy with a CRM system like Dubsado. The best features of this CRM system are the preset templates that come with your account. The templates can easily be changed to fit your business style. Being able to fully customize the templates was a big plus for my business personally. I was able to choose my branding colors, pictures, logo, and text to fit in with my services. If you have a different system in place and want to switch documents over to your new CRM account, you can send up to a certain amount of documents to Dubsado and they upload them at no cost. 

This system is great not only for established business professionals but also for new business owners. When I started my business, I had no idea how to write a contract or where to start. When setting up my Dubsado account for the first time I discovered they offer free preset contracts that can be customized for your business. As a virtual assistant, they already had a preset contract set up for the population I serve. This saved me so much time and effort instead of trying to write something on my own or paying a company to write one for me. This is not legal advice but I highly recommend having a Lawyer look over the contract to make sure you are not missing anything for your business even if you use a Dubsado template. 

Learning how to use Dubsado could not be more simple. They offer free tutorial classes to learn all the basics of setting up your account and more advanced settings such as learning how to use workflows. Not only do they offer free classes but they also offer free one on one support and online chat support. I personally have used the free tutorial classes and online chat support so far and that has been sufficient for me to get started with my CRM system, although I love knowing the one on one support is available whenever I need it. Every time I have used the chat option to ask questions about my account I have heard back from someone within a few hours and they have been very helpful. From a customer service standpoint, they do an excellent job. 

Once your account is set up, you can take advantage of features such as sending emails directly to your clients that contain custom proposals, questionnaires, lead captures, invoices, and packages. From there your clients are able to view their forms and fill them out without any difficulty. The great thing is once you send a contract, you will know when they have opened it, signed it, and paid the invoice. Everything can be set up in one place to manage all your clients. 

Another great perk for opening up a Dubsado account is the affiliate program! Who doesn’t love a great program that you can make money with and help someone else out? When you click on this link to sign up for a Dubsado account you also get 20% off your first month or year! It’s a win, win situation. You can also share your affiliate link once you sign up for the program with colleagues, clients, and anyone else who you think may benefit from this program. 

Having the right CRM system in place can greatly improve client interaction and manage workload. No matter if you have owned your business for years or just getting started this all-in-one CRM will help you to run your business smoothly and efficiently. Remember if you use this link you will get an exclusive offer to receive 20% off your first month or year when you sign up for Dubsado. Start managing your clients like a Pro!

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