Charlotte Isaac and a client talking in front of a computes, while Charlotte points something out.

Why Dubsado is my most recommended system

Why I recommend Dubsado to my clients and students

If you’re currently managing your clients without help from a system like Dubsado, Honeybook or 17 Hats, you’re missing out!

CRM’s, like Dubsado, have the potential to save you a huge amount of time each and every week, by streamlining and automating your client experience. Here’s a little more information about what a CRM can do for you.

So, you know you need a CRM. Why should it be Dubsado?

If you’re searching for the right CRM for your service based business, chances are you’ve heard at least one person rave about Dubsado. And you might have even heard someone moan about how tricky it can be to get set up. Both things are true (if the set-up is killing you right now, I can help – the process doesn’t have to be painful!).

Here are the reasons I recommend Dubsado, and use it in my own business.

1. It’s robust

Dubsado offers a stack of features that are perfectly tailored to what one-woman service based businesses need. Plus, they’re constantly looking for ways to improve what they’ve already got. You’ll see new features pop up all the time!

2. It’s super flexible

Dubsado is flexible in two ways…

Firstly, it works for all types of service-based businesses. I’ve set up all kinds of entrepreneurs in Dubsado, including designers, photographers, coaches, attorneys and even a lactation consultant.

Secondly, because Dubsado is so customisable, you can make it your own. Your client journey, your forms, your branding… everything can be tailored to the way you want to run your business, not the way the system wants you to.

3. Workflows are life-changing

You know that client journey I just mentioned? Well the magic of Dubsado is in it’s workflows. Once you’ve decided on the process (or processes) you want your clients to go through, you can set up your workflows to walk them through it the exact same way every time. Will they feel taken care of? Yes! Will you revel in the lack of client admin on your to-do list? Definitely!

4. Your brand is the one (and only)

You’ve worked hard to build your brand, and Dubsado makes it easy to put it at the forefront. Dubsado’s brand isn’t anywhere to be seen. Instead, it’s all about you! Just the way it should be.

5. Their support is out of this world

You set up your Dubsado to be fully customised and tailored to your brand, and you love it. But like any program, from time to time you’ll experience little glitches. The difference with Dubsado? They actually respond when you reach out for support. (Wild, huh!)

6. Using Dubsado will save you hours

If you feel like you’re stealing every free second to respond to leads in your inbox, chase unpaid invoices or send proposals, then you aren’t going to believe how much time Dubsado will save you every single week. Yes, setting up your account and workflows takes a bit of time – but once you’re up and running, the time and space you gain knowing your potential clients are being taken care of while you’re out working with your current clients, is invaluable.

7. They offer a free 3 client trial 

I don’t really think 14 days is enough time to work out if such a key system is right for you, especially when you’ve got roughly 97 other things you need to focus on in that time.

Something I love about Dubsado is they offer a free, no-strings-attached, no-credit-card-needed trial that lasts for 3 clients. Now, I’ll bet you won’t need that long to feel totally happy about your decision, but it’s nice to have the time to properly put it through its paces (and get it set up just how you want it) before handing over your card.

You can sign up for your trial here, and pop in the code “charlotteisaac” to get 30% off your first month or year.

Ready to get started?

For all the reasons I’ve shared, Dubsado is one of the few tools I consistently recommend to my clients, students and biz friends. (Fun fact: it was actually the very first system I put in place in my own business, and I haven’t looked back!)

If you’re ready to get started with Dubsado and simplify the way you run your business, join my free course — 7 Steps to Automation, or grab a copy of the exact Dubsado setup checklist I use when setting up Dubsado for my private clients. Let’s see if I can take all this admin off your plate so you can get back to creating.

who's charlotte?


I like to drink my flat white while it’s hot—it’s the little things, right? You can enjoy your morning coffee too by creating systems that work for you. Client experience is my specialty and through automation with Dubsado, I help you find the freedom to actually enjoy your business.

Hi! I'm Charlotte!