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Fiverr Pro
English
$
USD
I will setup dubsado CRM automation and workflows for event planners and creatives
About this Gig
Are you an event planner, caterer, wedding vendor, photographer, coach, or creative entrepreneur struggling with messy client management, bookings, contracts, and follow-ups?
I will professionally set up and automate your Dubsado CRM so you can deliver a premium client experience while saving hours every week.
What I Offer:
- Full Dubsado account setup & professional branding
- Complete client onboarding workflow (inquiry proposal contract payment)
- Automated email sequences, reminders & thank you messages
- Smart forms, questionnaires & digital contracts
- Invoice & payment automation
- Calendar & booking integrations (Calendly, Acuity, etc.)
- Migration from Honeybook, 17Hats or other CRMs
- Custom workflows tailored for events & creative businesses
Why Choose Me?
- Specialized in Dubsado for event planners, caterers & wedding professionals
- Clean, reliable automations that are easy to manage
- Video training + full documentation
- Fast delivery with unlimited revisions
Stop chasing clients manually. Let me build your automated backend so you can focus on delivering amazing events.
Message me with your business type before ordering for the best recommendation.
Software:
Dubsado
Industry:
Agriculture
•
Crypto & blockchain
•
Engineering
Other Software Management Services I Offer
FAQ
Can you migrate from Honeybook to Dubsado?
Yes, I specialize in smooth migrations.
Is this suitable for Event Planners and Caterers?
Absolutely — this is my main niche.
Do I need technical skills?
No. I set everything up and provide full video training.
Can you integrate with Zapier?
Yes, available in the Premium package.
What if I need changes after delivery?
I offer revisions and support.
