Company Facts
Industries Served
Core Services
- Client & project management
- Automated workflows & invoicing
- Forms, proposals, contracts, and scheduling tools
What They Do
Dubsado is a client management platform that helps entrepreneurs, consultants, and creative professionals streamline their workflows, automate repetitive tasks, and deliver a polished client experience.
About the Company
Founded in 2016, Dubsado was created by husband-and-wife team Jake and Becca Berg after realizing that running a service-based business meant drowning in administrative tasks. They built Dubsado to help entrepreneurs save time, reduce stress, and present a professional image to clients. Today, Dubsado powers thousands of businesses worldwide with its all-in-one business management solution.
Why We Recommend Dubsado
At Hey CMO, we know Fractionals and solopreneurs juggle a lot client acquisition, project delivery, admin work, and everything in between. Dubsado makes it easy to manage the business side so you can stay focused on client strategy and results. We recommend Dubsado because it saves hours every week, reduces errors, and elevates the client experience with professional, automated workflows.
What They Offer
- Client & Project Management – Keep track of leads, clients, and projects in one central dashboard.
- Automated Workflows – Build custom workflows to send emails, contracts, invoices, and forms without lifting a finger.
- Contracts, Forms & Scheduling – Send branded, professional contracts, proposals, and intake forms with e-signatures and payment options built in.
What Makes Them Different
- All-in-One Solution: Combines CRM, invoicing, scheduling, contracts, and forms in one tool.
- Customizable Automation: Build workflows tailored to your business instead of using rigid, one-size-fits-all templates.
- Client Experience First: Every feature is designed to help you deliver a polished, professional journey for your clients.
How It Helps the Hey CMO Community
For Fractionals and solopreneurs, time is your most valuable asset. Dubsado reduces the manual back-and-forth, keeps your projects organized, and ensures every client touchpoint feels seamless and professional. That means less admin work, more billable hours, and happier clients.
Hey CMO Customer Feedback
“We’ve onboarded a few clients using Dubsado and the experience has been seamless. The workflows save us so much time, and everything just works. Super satisfied with the platform.” – Carlos
Exclusive Hey CMO Partner Offer
Ready to simplify your business systems and wow your clients? Try Dubsado today and see how it can transform your business.
