I will setup dubsado CRM, automation workflows, contracts, invoices, client onboarding

Feyisara

Nigeria

I speak English, French, Spanish

AI Video Specialist ,Visuals, Renders, Automation

I help construction firms, real estate developers, and architecture practices create stunning AI powered visuals that bring projects to life, before a single brick is laid. I also help service busin...
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About this Gig

️ DUBSADO CRM SETUP | WORKFLOW AUTOMATION | CLIENT ONBOARDING


Are you a service-based business owner spending hours on manual client admin? I will set up your Dubsado CRM with fully automated workflows so your business runs on autopilot from first inquiry to final invoice


WHAT I WILL SET UP FOR YOU


Dubsado account setup & branding (logo, colors, business info)

Lead capture forms & inquiry automation

Workflow automation (onboarding, follow-ups, reminders)

Contracts, proposals & e-signature setup

Invoice & payment automation (Stripe, PayPal, Square)

Email templates & automated sequences

Scheduler integration (Calendly, Acuity, Google Calendar)

Client portal setup & customization

Zapier / Make.com integration (Premium)

QuickBooks sync for accounting automation (Premium)


PLATFORMS I INTEGRATE WITH DUBSADO

Google Calendar · Gmail · Stripe · PayPal · Zapier · Make.com · Calendly · Acuity Scheduling · QuickBooks · Zoom · HoneyBook migration · 17hats migration


WHO THIS IS FOR

Coaches · Photographers · Wedding planners · Virtual assistants · Consultants · Designers · Any service-based business that wants to stop chasing clients manually


Message me lets discuss business

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setup dubsado CRM, automation workflows, contracts, invoices, client onboarding
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setup dubsado CRM, automation workflows, contracts, invoices, client onboarding

Software:

HubSpot

Industry:

Beauty & cosmetics

•

E-Commerce

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Fashion & apparel

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