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

Why Dubsado is my most recommended system

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

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, let’s chat – the process doesn’t have to be painful!). If you’re on the fence, here are the reasons I use Dubsado for my clients, and in my own business.


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 as well as adding new features!


It’s super flexible

Because Dubsado is so customisable, you can use as many features as you want to build out the system of your dreams. You don’t need to follow a standard path – if there’s a journey you want to take your people through, you can. If you want to make your forms look a certain way, you can!


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!


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.


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. (Crazy, huh!)


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.


They offer a free three client trial (+ a discount off your first month or year)

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 ip 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 20% off your first month or year.

For all these reasons, Dubsado is one of the few tools I consistently recommend to my clients and biz friends. (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, but you don’t have time to set it up – schedule a call with me here! Let’s see if I can take this off your plate so you can get back to creating.

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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!