DUBSADO

STREAMLINE & AUTOMATE YOUR BIZ WITH DUBSADO

Organize the chaos with the all-in-one CRM system

Sooo you have heard all the raving reviews about Dubsado and decided to take the plunge by buying a monthly subscription. But now what?

Everyone keeps  talking about it's amazing workflows,forms, client portals, and dynamic proposals but YOU have no idea how to make it all work.

Well SHE-EO, Instead of spending countless days and weeks trying to figure it out on our own, you can be up and running with the assistance of The Ops Collective.

IMAGINE BEING...

01. Able to send out client closing proposals, contracts and invoices in one click.

02. Free of having of to manually track and chase clients for outstanding invoices. 

03. Free of 5, 10, 20 applications to run your business.

04. Confident in your business processes and systems to delegate and hire staff to manage the day to day operations.

05. Able to spend time with family while automated workflows do the heavy lifting. 
  
06. Able to offer your clients a customized client portal that centrals all invoices, emails, forms and contracts.

Well, you don't have to imagine any longer!

turn key dubsado

SETUP PACKAGES

Let's do this!

the solution?

Stop the overwhelm, and let the experts setup
your business for success.

the full deets

get paid FASTER

Clients can pay invoices on their mobile, computer or tablet with the time saving automated invoice emails and recurring payments.

wow your clients

With professionally designed proposals and customized client portals that make client management a breeze.

AUTOMATE REPETITIVE TASKS

Unchain yourself from your laptop with Dubsado's automated features such as questionnaires, emails, portal activation and more. 

Dubsado is powerful client management system for small business owners that will revolutionize how you interact with your clients forever. 

ready to automate?

express setup?

let's do this!

Yes please!

#THESTRUGGLE

does not have to be real, with the help of The OC

The worst part about using a new CRM system like Dubsado is figuring out how to setup it on your own. 

You want to get things started on the right foot, but there’s a lot of information and steps involved and MISSING ONE could be detrimental to your business.

process mapping

Strategic analysis of your service offerings and optimal processes.

scheduler setup

Make client onboarding a breeze with a built-in online scheduler.

AUTOMATION

Save hours with automated emails, forms and more.

dazzling proposals

Impress, engage and inform clients with designed proposals.

RIGOROUS testing

Rounds of testing are performed to optimize the application.

training & support

Rest assured with 1-on-1 training and video tutorials.

service features

ready for

results?

automate your biz the ops way

get started now!

You can't get better than The OC! They do it all. They always goes above and beyond what's expected. They are incredibly professional, kind, and trustworthy.

SUSAN STALTE, DIETITIAN CONSULTANT

She is an invaluable player on my team and her work has opened doors for me in my firm. She is honest, kind, professional and well worth the investment.

ticora davis, the creator's lawyer

Your team has been an invaluable asset to my municipal campaign. Your attention to detail and penchant for organisation will forever be greatly appreciated. 

Amber morley, MUNICIPAL candidate

They are so professional and have amazing customer service. They not only helped me reach a wider social media audience for my blog, they also helped me manage my email lists. 

misskimsworld.com

the investment

Includes Consultation and detailed audit report.

GIVE ME THE PLAN!

$300

Dubsado
Audit Consultation

Reserve your seat today for just

Includes setup, tutorials and 1-on-1 training

Full account setup
starting from

I'm so in!

$1,100

Dubsado
Turn Key Setup

By a Certified Accountant starting from

$1,800

Streamline your bookkeeping and client management today.

let's chat

Quickbooks & Dubado
Turn Key Setup

benefits of dubsado

Tame the chaos with the all in one CRM

No more will you have to rely on 5, 10, or 20 applications to keep your business running afloat. Dubsado has everything an entrepreneur needs to track clients, manage invoicing & schedule, send electronic contracts, and track all your companies expenses and revenue. 

Wow your clients. with unique and engaging workflows. 

Get paid sooner, with automated invoicing and reminders.

Organize, contracts and forms in one easy to use CRM.

Improve client communication, 
with automated emails
and a client portal. 


Buy a Dubsado Setup plan by February 28, 2019 11:59 est. to receive a free Trello Board Template

Yes! Give me the bonus!

01. HOW LONG DOES THE SETUP TAKE?
answer:

The setup process can take anywhere between 5 to 30 days pending on the complexity of the project. 

FREquently asked questions

Click on a question on the left to see the answer!

02. CAN I MIGRATE DATA FROM MY OLD CRM?
answer:

Yes, our team will happily migrate client information, forms, and workflows from your previous CRM system. 

FREquently asked questions

Click on a question on the left to see the answer!

03. do you provide training?
answer:

Yes, once your Dubsado setup is complete, our team will be more than happy to conduct a live tutorial, or provide instructional videos that you and or team to refer to post setup.

FREquently asked questions

Click on a question on the left to see the answer!

04. DO YOU PROVIDE POST SETUP SUPPORT?
answer:

Yes, we offer the Dubsado Maintenance Package that provides you with added support post setup.

FREquently asked questions

Click on a question on the left to see the answer!

05. CAN I INTEGRATE DUBADO WITH ASANA/TRELLO?
answer:

Currently, there is no direct integration between Dubsado and Asana/Trello. However, alternative methods can be used to transfer Dubsado generated tasks your project management board. Book a consultation today to find out how. 

FREquently asked questions

Click on a question on the left to see the answer!

06. DO YOU PROVIDE DUBSADO AUDITS?
answer:

Yes, we provide Dubsado Audits. Our team will happily review your current Dubsado setup to identify areas of improvement to help you streamline your processes.

FREquently asked questions

Click on a question on the left to see the answer!

Questions?

Wondering if this is the right fit? Have a few more questions for us?

Email us!

We're happy to help!

INFO@THEOPSCOLLECTIVE.COM

01.

HOME

services

SHOP

video library

02.

blog

resources

contact

CLIENT PORTAL

social

learn more

social media made

easy!

download today