I broke up with Dubsado after 4 years. Since 2016, I have used the CRM for my own business, launched multiple courses about how to use the platform, and set up countless accounts for clients. I literally have a t-shirt from an event I was a part of that says “Team Dubsado.” So why did I break up with Dubsado? Keep reading to find out and to see why I chose Honeybook.

One of the first systems I recommend clients get setup is their CRM (client relationship management). This is where they’ll be able to keep track of their leads and current and past clients. One thing that a lot of people don’t fully realize is how much time and work it takes to get a CRM set up. A lot of people get overwhelmed when it comes to setting up a new program, but today I’m walking you through the very first thing you need to do to setup Dubsado!