Customer relationship management (CRM) solutions like Dubsado in combination with graphic design platforms like Canva truly enable, empower and streamline small businesses and that is why I specialize in the design, set-up and roll-out of these solutions.
If you are an entrepreneur looking for the best way to keep yourself and your clients totally organized during their projects, there’s honestly no better way to do it than through the use of Dubsado. Dubsado is a full on Customer Relationship Management (CRM) system that truly takes a project from start to finish… all in one place!
"Capture leads and easily maintain one-on-one communication. Keep forms and contracts in private portals for each client. Organize your projects with tags and statuses, and stay on track with task boards for you and your team."
"Create form and contract templates to use across any project. Browse the template library or use your own design to build forms that look professional, accessible, and unique to your business."
"With automated workflows you can trigger actions such as sending emails, completing tasks, and creating invoices—all without a single click. Additionally, set up automatic appointment and payment reminders personalized for each client."
"Send or embed your scheduler so clients can easily book with you based on your availability. Create requirements for booking, such as filling out a form or paying a deposit, and set scheduling limits to ensure that clients can only book appointments that work best for your schedule."
"Send invoices to get paid, either in full or through multiple scheduled payments. Set up automated recurring invoices for subscription-like services. Connect to a payment processor so your clients can pay at any time on any device."
"Track profit and loss, transaction history, and outstanding invoices. Set monthly or yearly financial goals and view your growth over time. See where leads are coming from and keep track of the revenue generated from each source."
I am passionate about empowering and equipping my client with tools and solutions that are sustainable in terms of maintenance and costs. I use Canva as my graphic design platform of choice seen that it is easy to use, designs are easy to customize and best of all it is FREE! All designs are shared via the Canva platform to ensure that all clients are able to continually edit, update or share their designs.
Canva's user interface is drag-and-drop which makes it super easy to use. You can create well designed, reusable graphics that uniquely represent your brand in just minutes.
No matter what type of graphic you are creating, Canva has a template already set up for it. You can create a post with the ideal dimensions in one click right from your homepage.
Once you have created something in Canva, you can easily share it with someone and allow them view or edit the design.
Full-service set up, configuration, and strategy for your Dubsado account.
Brand setup & configuration
includes branding, payments setup, integrations, domains, tags, status etc.
1 Workflow
includes forms, emails, payment schedules, packages, scheduler, reminders, portal etc.
Training Session & Material
includes an 1 hour tutorial on how to use your Dubsado as well as a detailed "how-to" guide
Dubsado Canva Kit
includes 15 customizable Canva templates (desktop & mobile portal banners, form banners, section dividers & signatures), detailed "how-to" videos as well as design examples & inspiration
Add any of the following to your package or simply request it as a stand-alone service if you already have Dubsado.
Workflow setup
includes forms, emails, payment schedules, packages, scheduler, reminders, portal etc.
Form setup & design
includes Canva templates, stock images etc.
Support
Support, training or troubleshooting over Zoom etc.
Branding & design of all your Dubsado forms, proposals, and questionnaires. All elements are flexible and easy to customize in Canva and includes a tutorial on how to customize them and add them to your Canva account.
Full Canva Kit
includes 15 customizable templates for Dubsado(desktop & mobile portal banners, form banners, section dividers & signatures)
Seperate design elements
- Desktop portal banners, mobile portal banners or form banners
- Section dividers or signatures
Here are some of the lead-to-contract components (online forms, canned emails, client portal etc.) which are custom built to fit your brand & workflow requirements.
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Centurion, South-Africa