Full Set Up
Using your branding and “paper work” of your business, we make a ready-to-go system for you. When we’re done you can start using your new CRM right away. This package is up to 16 hours of services, and is more than enough for a full set up!
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)
Remaking of your scheduler into Dubsado if you use an external scheduler or implementing the scheduler into your workflow for the first time!
And more of the amazing features that Dubsado comes out with!
Ready to get sorted?
Full set ups cost $650 USD without a payment plan!