BEST PROJECT MANAGEMENT TOOL FOR DESIGNERS // Dubsado, Hello Bonsai, HoneyBook // W&D Ep 54
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- Опубліковано 28 чер 2024
- In this Wine and Design episode #54, I talk about the main reasons I love dubsado for my CRM system as a graphic designer. I love that I can send contracts, invoices, and set up workflows for graphic design clients. Dubsado is such a great platform and I recommend checking it out:
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0:00 Intro
1:35 Do You Need a CRM System?
2:50 Pros of HoneyBook
4:20 Cons of HoneyBook
6:10 Hello Bonsai
7:40 Why I Use Dubsado
13:30 Mobile App
14:20 Tax Guidance
16:00 Conclusion
I’m obsessed with your videos! You are teaching me so much of the business side which is rare to find so thank you for the time you are putting in creating these videos. 💕
I'm so glad! Thank youuuu!
Would love a video where you walk through creating a new contract/form. I’m confused on that part 🤪
Wow, thought I was the only one.. I started using Honeybook then Dubsado then left for Hello Bonsai, and went back to Honeybook haha. One benefit wiht Hello Bonsai is adding the file/link to an invoice and then it automatically releases the file to the client upon payment, it also allows an automated late fee for invoices with clients. I love Honeybook but I wish there was a way to add videos to questionares.. there should also be an option to upload with the forms but there currently isnt.
Dang, those are awesome features that I would love for Dubsado to add too. There are so many pros and cons to each platform haha!
@@MeganWeeks you responded! Day made.
Can you use Dubsado to collect emails as well as CRM for clients?
I dont typically recommend Dubsado as an email marketing platform since it is mainly just a place to manage projects, however, whenever a lead fills out a form their email gets stored in my Dubsado. Hope that helps!
Does Dubsado have already pre made contracts for graphic designers?
they don't have contract templates but they have proposal templates! I sell my contracts here though and it is easy to copy and paste: meganweeksdesignco.com/shop/
Hey! I'm first)
Hey, I am second 🤣
I like you!! #NAME? Promo>SM.
I want to use Dubsado so bad but for targeted towards designers it’s definitely not the nicest UI.
Would love HelloBonsai if they had canned emails, that’s what’s holding me back at the moment.
What do you use for project management btw?
Try Willowspace!
@@mystamo trying now! Referral code?
The only video that objectively compares all platforms. Honeybook is so overrated.