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Dubsado

By Dubsado
5 out of 5 stars
Business management platform with the tools to help build lasting relationships with your customers and streamline your projects from start to finish.

Overview

Dubsado manages your daily business tasks so you can spend time maximizing your profits. You can send contracts and invoices, generate leads, automate your processes, manage bookkeeping, schedule appointments, send and receive emails and so much more; all from one place!

From capturing leads on your website, to automatically following up with a questionnaire based on your customer’s needs, or sending them a proposal that will make them eager to select those big ticket packages, we’ve got you covered.

Dubsado + Xero

With this integration, you'll be able to automatically sync invoices and payments from Dubsado’s robust CRM system to your Xero account. Use Dubsado contracts, appointment schedulers, automated workflows, and other powerful tools along with all of the Xero bookkeeping capabilities to get a complete picture of each client's unique journey and get your time back so you can focus on what you love.

Reviews & ratings

5.0 out of 5 stars
1 Reviews
5 star(100%)
4 star(0%)
3 star(0%)
2 star(0%)
1 star(0%)
AM
Andrea McNair
Posted
5 out of 5 stars

I love Dubsado!

It has made my client-facing interactions stylish and seamless!

Additional info

Shared data

Xero
Dubsado
Accountsshared from Xero to Dubsado and from Dubsado to Xero
Contactsshared from Dubsado to Xero
Currenciesshared from Dubsado to Xero
Invoicesshared from Dubsado to Xero
Itemsshared from Dubsado to Xero
Paymentsshared from Dubsado to Xero
Tax Ratesshared from Xero to Dubsado and from Dubsado to Xero

App details

By Dubsado
Added in 2020

Countries

Australia, Canada, Ireland, New Zealand, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughIntegration walkthroughContact supporthello@dubsado.com

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Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.