Why I Love Dubsado for My Small Business

There has been a LOT of hype about Dubsado since Honeybook changed up their pricing at the start of 2025.  I began my small business journey with Honeybook back in 2018, but after a few years I began creating a vision for my clients and my own experience as a business owner that Honeybook just couldn’t create for me anymore!  Here is a look at why I love Dubsado for my small business. 

Customizable Interface with Dubsado

With Dubsado I am able to customize my customers’ experience so that it looks and feels like my own personal brand.  From client portals, to questionnaires, Dubsado allows me to present a cohesive and professional image to my clients.  Small touches like these make a big difference in the overall experience my businesses provide.

Ease of Use

One of the things that actually prompted my switch to Dubsado was our experience on the client end of things when we hired a photographer to document our engagement session in 2021 and she used Honeybook for her client experience.  My experience as a client was extremely clunky and there were so many extra steps that had to be taken to fill out things like questionnaires or even accessing emails that we were sending back and forth.  With Dubsado, the links in your emails take your clients directly to the document or portal that you need to access.  

With Dubsado, the client experience is streamlined and intuitive.  The links in your emails take your clients directly to the document or portal they need to access, eliminating unnecessary back-and-forth.  This simple feature has significantly improved communication and saved time for both my clients and me.

Hands Off so I Can Be Hands On

I love Dubsado’s in depth customizable workflows that literally have SO many options and triggers.  This allows me to create a customizable experience for my clients that is almost completely hands off for me.  Automations handle tasks like sending emails, guides, reminders and follow-ups freeing my time to focus on what matters most: building relationships with my clients.  

Everything is All in One Place in the Dubsado Portal

Dubsado becomes a hub for my clients to be able to access everything they need all in one place.  I’m able to link resources, blog posts, their contract, and invoice, and I’m even able to put their gallery links in their portal as well!  With their portal feature we are both able to access all of this information without digging through old emails or going back and forth trying to access a questionnaire.  This makes everything more convenient for my clients and keeps me organized.

Financial Organization Made Simple

Dubsado’s financial tools have also been crucial to my business. From sending invoices to tracking payments to sending reminders, Dubsado handles all of the financial aspects seamlessly.  Plus, the reporting features give me a clear overview of my income and expenses, making it easy to get a top view of what’s going on in my business. 

Final Thoughts

Switching to Dubsado has been one of the best decisions I’ve made for my small business.  It’s more than just a CRM – It’s a tool that helps me deliver a better client experience and reclaim my own time to focus on what matters to me most in life.
If you’ve been on the fence about making the switch, I cannot recommend Dubsado enough.  Ready to take your business to the next level?  Use this link, or the code marisasav to get 20% off your first year with Dubsado!

leave a comment

Leave a Reply

Your email address will not be published. Required fields are marked *