Full Set Up & Copywriting
Migration of clients if you have been using another CRM (17Hats, etc.)
Unlimited implementation of all your documents (contracts, questionnaires, proposals, sub agreements and lead capture forms for your website). I design all of your forms!
Input all of your canned emails
INVOICING AND PAYMENTS
Input of all service/product packages, tax items, invoice customization + payment schedules. Integration of QBO included if applicable
WORKFLOWS + AUTOMATION
Implementation and automation of your workflows.
Client Portal Customization (including banner design for desktop and mobile)
20 WRITTEN DOCUMENTS
20 custom written docments suited to your business needs. You have a choice been contracts, questionnaires, proposals + emails!
And more of the amazing features that Dubsado comes out with!
Ready to get automated
Full set ups cost $1500 USD without a payment plan!