I like the way you can create automated emails and drip campaigns, all while keeping everything more personal and integrating proposals. I also love the meeting scheduling functionality.

What I love most about Dubsado is the flexibility with the forms and automation options. I really loved how I could send prospective clients an automated email directly after they completed a form. It created a great touch point, and saved me time without having to send the emails physically.

I like that I can write form responses to some of my most common emails so replying to customers and sending them contracts, invoices and proofs to approve are very quick. I also like that I can automate reminders about upcoming payments or late payments. This has really cut down on the number of clients who are 60 days or more past due. Clients with the same monthly recurring payment can be set up automatically so you don't have to create an invoice for them every month.