Get 50% off Dubsado – the best CRM for service providers!

If you’ve been looking for the perfect all-in-one system to manage your client workflow, send proposals, track leads, and automate your business processes, now is the time to jump in—because Dubsado is having a huge sale!

From February 11 at 6am PT to February 26 at 3pm PT, you can save 30% on your first year of Dubsado when you switch to or sign up for an annual plan. And with my code “UNBRIDLED”, you get an extra 20% off, bringing your total savings to 50% off!

Why I Recommend Dubsado for Service-Based Businesses

I use Dubsado for every strategy, brand design, and web design client project, and it has completely streamlined how I manage my business. If you’re a service provider who wants to spend more time doing what you love and less time drowning in admin work, Dubsado is the game-changer you’ve been looking for.

Here’s what makes Dubsado essential for creatives and service-based businesses:

Track Every Lead & Project in One Place

Say goodbye to scattered spreadsheets and forgotten inquiries. This is a huge upgrade from using the standard Showit or Shopify contact form, which relies on you to track your inquiries as they come in. Dubsado keeps track of everything and gives you the opportunity to set up workflows that check in with new leads after a certain amount of days if they haven’t booked a call or completed their proposal.

Send Beautiful Proposals & Contracts

Impress potential clients with custom-branded, professional proposals and ready-to-sign contracts that look and feel like an extension of your brand. I love that Dubsado lets me send off a proposal, contract, payment plan, and deposit invoice all in one. Over the years of being a professional brand and web designer, I’ve found that sending these things all in one email increases the likelihood that a lead takes action and books their project right then and there. They also have built in templates for contracts, which is a huge weight off my shoulders.

Automate Invoices & Payments

Dubsado lets you send one-off or recurring invoices, accept secure online payments, and even offer payment plans. You can set up customer payment plans for certain types of projects, like a 50-50 plan for design intensives or an extended monthly plan for larger projects.

Set Up Smart Workflows

Automate tasks like follow-ups, reminders, and onboarding sequences so you can focus on the areas of your business that light you up without feeling like you may be missing something. Dubsado sends me reminders about tasks right in my email inbox so I can stay on top of project management while also really focusing on strategy and design work.

Simplify Scheduling

I used to get really caught up in the back-and-forth of scheduling but now I send clients and peers an online scheduler that integrates with my Google Calendar so I know my availability is as up to date as possible. Dubsado also sends customizable confirmation, rescheduling, and reminder emails to lessen the chances of getting ghosted.

Easy Client Communication

The canned email feature is one of my favorites. While I still love to personalize messages, I’ve got about 50 email templates set up in Dubsado so I can quickly grab my “send proposal” email or my “strategy session delivery” email and then tweak them as needed. This has been huge in relieving additional emails where I follow up with that vital thing I forgot to mention and saving me so much time while keeping things personal. As far as the client portal goes, I’ll admit the current version is rather basic, but it does everything it needs to do. Dubsado keeps emails, documents, contracts, and payments all in one place so your clients always know where to find what they need.

Dubsado has been one of the best tools I’ve invested in to grow my business and help my clients feel supported at every stage of our project. I highly recommend trying it out on their free trial.

How to Get 50% Off Dubsado

No code is needed for the 30% off sale running until February 26, 2025—it will automatically apply at checkout if your plan is eligible. But to unlock a total of 50% off, make sure to use my affiliate code “UNBRIDLED” before checking out.

Here’s how to claim your discount:

If you don’t have a Dubsado account yet, start your free trial (no time limit!).
Head to Settings > Billing and subscribe to your plan of choice.
The 30% off sale will automatically apply, and enter “UNBRIDLED” for an additional 20% off.

That’s 50% off total!

Get Started with 50% Off Dubsado Here

Bonus: Enter to Win a Free Year of Dubsado!

As part of this sale, Dubsado is giving away three free years of their Premium Plan! Here’s how to enter the giveaway by February 26:

Follow @Dubsado on Instagram and share their giveaway post to your Stories. Each share = an entry!
Tag your business friends in the giveaway comments—each tag counts as an entry.
Post an Instagram Reel about how Dubsado has transformed your business (don’t forget to tag them and use #whydubsado).
Attend the Dubsado Designed for You live event on February 26 at 10am PT for an extra entry + an exclusive sneak peek at exciting new features!

Check out more details on the giveaway here.

Final Thoughts: Is Dubsado Worth It?

If you’re a service provider who’s juggling client projects, contracts, invoicing, and admin tasks, Dubsado is hands-down one of the best investments you can make. With this 50% off sale, now is the best time to dive in, set up your workflows, and create a more streamlined, stress-free business.

Ready to level up your client process? Get Dubsado at 50% Off Now.