Social Butterfly Gal
- Marketing And Advertising
- Small
San Antonio, USA
Dubsado helped Social Butterfly Gal, led by Christina Olivarez, streamline client onboarding and automate contracts and invoicing. She used Dubsado... to manage proposals, scheduling, and payment plans in one platform. This improved her client experience and allowed her to grow her business. Clients praised her efficient processes and felt cared for from the start. Christina now spends more time with clients and less on admin work.
Dubsado helped Chanel & Lee process $1,000,000 in revenue and serve over 300 clients in 7 years. Taylor Hedden used... Dubsado’s workflows to automate lead management, contracts, and onboarding. The platform’s scheduler let clients book calls instantly, reducing manual work. Chanel & Lee’s clients saw up to 80% higher conversion rates after implementing Dubsado workflows. Taylor now manages all client progress, payments, and documents in one dashboard.
Sugarpunch Marketing
- Marketing And Advertising
- Small
USA
Dubsado helped Sugarpunch Marketing automate admin tasks and save time. The agency completed 380 projects, with 90% from repeat clients.... Dubsado automated 767 paid invoices, removing manual work. The team grew from one to six people. Clients praised the easy onboarding and branded experience. Dubsado made scaling the business possible for Sugarpunch Marketing.
Dubsado helped Jamar Diggs, a YouTube consultant, generate over $250K from 150+ clients. Before Dubsado, Jamar struggled with manual admin... work and lost time using multiple tools. Dubsado streamlined his proposals, contracts, and invoicing in one platform. Automated workflows let him deliver a personalized client experience and win Fortune 500 clients. Jamar now saves time, grows his business, and gets positive client feedback.
Dubsado helped Sugarpunch Marketing automate admin tasks and client onboarding. Before Dubsado, creating contracts, proposals, and invoices took hours and... required manual follow-ups. With Dubsado, Sugarpunch automated workflows, call scheduling, and reminders. The team completed 380 projects, with 90% from repeat clients. They sent 767 paid invoices without manual work and grew from a solo founder to a 6-person team.
Dubsado helped Jamar Diggs, a YouTube consultant, streamline his business operations. Before Dubsado, Jamar used many tools and manual steps,... which slowed growth. With Dubsado, he automated workflows, improved client onboarding, and saved time. He generated over $250,000 in revenue from 150+ clients. Jamar now attracts Fortune 500 clients and gets consistent positive feedback for his organized process.
Design Case Studies and Customer Success Stories with Dubsado CRM
Elizabeth McCravy
- Design
- Small
USA
Dubsado helped Elizabeth McCravy grow her solo graphic design business into a thriving enterprise. She automated contracts, invoicing, and client... onboarding, saving hours each week. This let her take on more clients and expand into website templates and podcast sponsorships. Using Dubsado, she generated $1.4MM in template sales and earned multiple six-figure salaries. Clients praised her organized, seamless process and professional experience.
Dubsado helped Elizabeth McCravy grow her solo graphic design business into a thriving enterprise. She automated contracts, invoicing, and client... onboarding, saving hours each week. This let her take on more clients and boost her income. Dubsado supported her as she expanded into website templates and podcast sponsorships. She achieved $1.4MM in template sales and earned multiple six-figure salaries. Clients praised her organized, seamless process.
Events Services Case Studies and Customer Success Stories with Dubsado CRM
Confetti & Co.
- Events Services
- Small
USA
Dubsado helped Confetti & Co. automate invoicing and client management. The platform enabled the team to handle 30-40 weddings per... season, up from just a handful. Confetti & Co. drove over $700K in revenue after switching from manual processes. Dubsado's client portal and automations saved time and improved client experience. The business grew steadily, and the owner was able to quit her day job.
Dubsado helped Confetti & Co. automate invoicing, payments, and client workflows. Before Dubsado, the business relied on manual processes and... missed invoices. With Dubsado, they streamlined operations and improved client experience. Confetti & Co. grew to handle 30-40 weddings per season. The business drove over $700K in revenue and saw steady year-over-year growth. Kendra, the founder, was able to quit her day job and enjoy a better work-life balance.
Financial Services Case Studies and Customer Success Stories with Dubsado CRM
1428 Financial
- Financial Services
- Small
USA
Dubsado helped 1428 Financial automate client onboarding, invoicing, and follow-ups. Annie Hillman used Dubsado to save time and reduce manual... admin work. The platform let her build repeatable workflows and automate reminders. This improved client retention and made billing easier as projects changed. Clients praised the simple, easy-to-use system and the attractive proposals.
Tracey Jazmin
- Professional Training & Coaching
- Small
Edmonton, Canada
Dubsado helped Tracey Jazmin, a business strategist and coach, streamline her client onboarding and admin work. She automated workflows, saving... hours each week and reducing burnout. Dubsado let her personalize client communications and proposals, making clients feel valued. This improved client retention and allowed her to take on more new business. Tracey also increased her rates and enjoyed more personal time thanks to Dubsado's all-in-one platform.
Dubsado helped The Whisper Group double its recurring revenue in just weeks. The firm cut its deal closing time in... half by automating proposals, contracts, and payments. Manual steps and system handoffs were replaced with a seamless workflow. Clients now sign and pay faster, improving cash flow. The team spends less time on admin and more on growth.
Legal Services Case Studies and Customer Success Stories with Dubsado CRM
Jaime Bell Law
- Legal Services
- Small
Vancouver, Canada
Dubsado helped Jaime Bell Law grow revenue by 20% in 2025 without hiring admin staff. Jaime automated client onboarding, scheduling,... and intake using Dubsado workflows. She tracked time and revenue with Dubsado dashboards, making smarter pricing decisions. Clients booked 85 consultations easily, improving conversion and loyalty. Jaime saved time and energy by automating admin tasks, supporting a profitable solo law practice.
Other Industry Case Studies and Success Stories with Dubsado CRM
Krystal Clark
- Small
Dubsado helps Krystal Clark book clients quickly. She sends proposals that impress her clients. The mini sales page style and... on-brand design make a big impact. Clients book her services in minutes. Dubsado changes how she presents her business.
Dubsado helped Fran Rescigno organize her business to support her neurodivergence. She found that Dubsado made her work easier and... less stressful. The platform had a big impact on both her business and her life. This positive experience inspired her to help other entrepreneurs use Dubsado too.
Dubsado helped Betsan Coleman save many hours on admin work. She no longer spends time catching up on endless admin... tasks. Dubsado made it easier for her to start new projects. She feels less overwhelmed and more productive. The platform simplified her workflow. She can now focus on her creative work instead of paperwork.
Amber Broder used Dubsado to cut down on admin work. She saved 5-10 hours each week. This freed up time... for client work and business growth. Dubsado helped her focus less on admin and more on her business. She found it easier to manage tasks and deliverables. The tool reduced her mental load and energy spent on routine work.
Dubsado helped Chloe Gandal manage a high volume of clients while traveling full-time. The software made it possible for her... to sustain her business and enjoy travel at the same time. Without Dubsado, she could not have handled as many clients. Dubsado supported her work-life balance and business growth. She credits Dubsado as the most important tool for her lifestyle.
Dubsado helped Berlez, a wedding photography business, grow by 20% year-over-year. Berlez used Dubsado to streamline client communication and automate... document sharing. The platform let them create branded forms and deliver a seamless client experience. With Dubsado’s mobile app, they responded to leads and payments quickly. Their closing rates improved, and clients trusted them more. Berlez expanded their services across multiple states.
Dubsado helped Berlez, a wedding photography business, grow their business by 20% year-over-year. Berlez switched from an old CRM that... caused friction and lacked branding options. With Dubsado, they streamlined client communication, used branded forms, and improved their client experience. The mobile app and automations saved time and let them respond quickly. Working with a Dubsado specialist, they created a seamless digital experience. As a result, Berlez improved closing rates, built client trust, and expanded their services cross-country.
