Dubsado
Dubsado is a multi-purpose tool that works in the field of business management. The tool offers you services related to sending invoices and contracts, project management activities, creation of various forms and different questionnaires, sending and receiving emails, and keeping track of your time.
Top Dubsado Alternatives
- Pipefy
- LiveCycle
- Process Manager
- ScriptRunner
- Zoho Flow
- Flowlu
- Oracle BPM
- Box Relay
- Metatask
Top Dubsado Alternatives and Overview
Pipefy
Pipefy is a business management platform that enables users to efficiently manage their businesses by creating productive workflows and processes that deliver day-in and day-out.
LiveCycle
LiveCycle is a Business Process Automation software founded by Adobe Systems in 2004 to help the companies in the automatic process of business solutions and the government bodies to carry out their executive works in a mechanized way.
Process Manager
The Process Manager form Signavio is a business process management software, aimed at creating a revolution in collaborative model creation.
ScriptRunner
ScriptRunner is an online tool that runs testing scripts and automates various tasks for platforms such as Jira and Confluence.
Zoho Flow
Zoho Flow allows you to connect your apps and perform complex actions that require multiple applications working sequentially.
Flowlu
Flowlu is a Business Management Software that helps manage all your projects and finances.
Oracle BPM
It offers human collaboration and insights into the process by providing real-time analytics along with...
Box Relay
It manages everyday processes in an organization by automating repetitive processes...
Metatask
Users can create new workflows, edit the existing workflows, create approvals, monitor through dashboards, and...
Dubsado Review and Overview
This tool has the capability of keeping your client and project management activities in one place. The software helps you in creating projects for your clients, along with monitoring the deadlines of completing the same.
Client Management services by Dubsado
Dubsado enables you to create forms on your website that helps in generating leads. The software automatically handles the emails of the clients within a particular project. Dubsado helps in creating customizable client portals so that they can access their emails and forms in one place. The searching for a specific project from a list of projects becomes easy by using the tag the project feature of this software.
Handling of Contracts by Dubsado
Dubsado creates contacts that are customized and branded to your business. The software contains pre-built templates that you can use to build the forms and the contracts. You get the facility of adding e-signatures to the agreement to authenticate it legally. You can also create quotes and proposals stating your offerings and items. You can understand your customer better by generating a questionnaire for him. The software provides an option for the customer to upload any file with a limited size within a form.
Automation by Dubsado
Dubsado creates automated workflows and hence provides more work in less time. This automation sends invoices and emails automatically to the respective client. You can schedule the triggers to take place at a specific time or on the occurrence of a particular action. The software helps in setting up automatic responses to be sent through the email. The clients also get automatic reminders when they have any incomplete forms.
Reports and Analytics
This software presents you with monthly financial reports stating the profit in the form of graphs and charts. You can also maintain the records of your income and expenses by categorizing them. The performance of your business can be measured following the goal that you had set. The tool also provides you with transaction-related reports. These reports are easy to understand and can be used for analysis. The tool helps in tracking the source from where the leads are coming. Dubsado can also perform individual monitoring of the revenue generated from each lead.
Company Information
Company Name: Dubsado
Founded in: 2015