Why Dubsado is perfect for

Interior Designers

Rebecca provides a smooth client experience in her business using Dubsado. Here's how.

Here's how Rebecca simplifies her interior design business using Dubsado

STEP ONE

What is your lead capture process?

"We have a form on our website that new leads fill out and it auto-populates to Dubsado and begins our onboarding process. The best part is that NO one slips through the cracks!"

STEP TWO

What is your onboarding process?

"We receive the completed form in Dubsado and then we email them back with a Branded PDF document that outlines our services and pricing structure. After that, we follow up to set up a 15-minute Discovery call. Once the call is booked I type my call notes in the call log area and task my admin to follow up and schedule a consultation. We offer them dates through Dubsado and Calendly to book a consult with us. Once it's booked they receive an email with the invoice, thanking them and preparing them for their time with me."

STEP THREE

What is your client management process?

"We move clients through a 15 step process (we just recently narrowed it down to 7 steps). We move them along as they go through the project so that we always ensure they get documents at the correct stage."

STEP FOUR

What is your payment process?

"We use stripe or E-Transfer and simply add those links in the email."

An entire suite of business management tools for interior designers

Seamlessly set new projects in motion

Bring in new clients quickly and easily with reusable templates for lead capture forms, questionnaires, proposals, and contracts—plus automated onboarding so no leads slip away.

Automate your busywork and focus on client work

Take repetitive tasks off your plate and keep projects on track with automated workflows, recurring payments, confirmation emails, payment reminders, and more.

Deliver a polished, branded experience

Ensure that everything your client sees reflects you—without designing assets from scratch. Your forms, documents, communications, and client portal highlight your brand, not ours.

Stay organized and aligned with clients

Set expectations and anticipate client needs with clear communications, centralized documents and project timelines, and easy collaboration through the client portal.

FAQs

  • Which plan is best for you depends on where you are on your journey. Diving headfirst into complex business management tools can be a daunting task, so if you’re just starting out, the Starter plan is for you. You’ll get access to things like form creation tools, invoicing, canned emails, and client portals, all in one simple package. It’s a whole lot of bang for your buck, as the kids say. They still say that, right?

    The Premier plan is for business owners who need to streamline their process. Being busy is a great problem to have, but it can quickly get overwhelming. With advanced features like scheduling templates, automated workflows, and bookkeeping integration, rest assured that you can take your hands off of the steering wheel when you need to, and your business will keep moving.

  • There's no time limit on our trial and you'll be able to book up to 3 clients before subscribing.

    What's most important to us is that you feel comfortable getting to know Dubsado and can truly see if we're the best fit for your business, without a pressure-filled time limit. After all, you’re trusting us to help you manage and grow your business and that's not something we take lightly.

    Start your free trial today and give all of our features a spin.
    *No credit card info required

  • Yes! You can collaborate with others in your industry in our Facebook Community once you set up a trial account.

    We also have our YouTube channel that is full of educational content from our team and real Dubsado users.

  • Our in-house Customer Care team is always here to help. You can chat us using the little chat bubble at the bottom right of this page or you can email us, hello@dubsado.com

Stop drowning in admin and start growing your business

Running projects without a system? You know the drill: details slip through cracks, payments need chasing, and you're stuck rebuilding processes from scratch. Break the cycle of busy work and give your business room to grow.