Customer Resource Management Support with Dubsado
CRM support starts with a client needs assessment which is conducted via 1 hour consultation and pre-work to understand the client's business and unique requirements. We will identify pain points, challenges, and areas for improvement that can be addressed through Dubsado setup
Simplify Your Systems $7971 Workflow design and task management configuration.
Includes: 1 Proposal 1 contract template creation Up to 3 form templates Up to 3 packages Up to 10 email templates Custom Mapped Fields Updating and adding up to 3 schedulers Invoice and payment schedule automation implementation Integration with other tools and platforms, if applicable |
Uplevel Your Processes $19973 Workflow designs with task management configuration.
Includes: 3 Proposal 2 contract templates creation Up to 6 form templates Up to 5 packages Up to 25 email templates Custom Mapped Fields Updating and adding up to 5 schedulers Invoice and payment schedule automation implementation Integration with other tools and platforms, if applicable |
Comprehensive Dubsado Workflows $29975 Workflow designs with task management configuration.
Includes: 3 Proposal 3 contract template creation Up to 10 form templates Up to 10 packages Up to 40 email templates Custom Mapped Fields Updating and adding up to 5 schedulers Invoice and payment schedule automation implementation Integration with other tools and platforms, if applicable |