I will set up dubsado CRM with email automation, forms and a branded portal


About this gig
Tired of chasing clients, sending the same follow-ups, and scheduling by hand? I'll set up Dubsado so your inquiries, contracts, invoices, and reminders run automatically, and your clients get a smooth experience from their first message.
I'm a website designer, so everything I build looks polished and matches your brand.
What I can set up for you:
- Dubsado account setup and branding
- Lead capture and inquiry forms
- Pipelines and automated workflows
- Email templates and follow-ups
- Scheduler, contracts, and invoices
- A branded client portal
- Fixes for an existing setup
Why buyers choose me:
- Simple systems you can manage yourself
- Clear updates at every step
- On-time delivery
Not sure what you need? Contact me and I'll help you choose the right package.
Get to know Simeon joseph
Website and App Developer
- FromGermany
- Member sinceAug 2026
Languages
English, German, Spanish, French, Dutch
My Portfolio
Other Email Marketing Services I Offer
FAQ
What access do you need? I'll ask you to invite me as a collaborator, and you can remove me after delivery.
What integrations can you connect? Common ones include calendar tools, payment processors, and email. Message me before ordering to confirm the one you need.
Can you set up a client portal? Yes, in my Standard and Premium packages. Message me if you need it with the Starter.
Can you work with my existing Dubsado setup? Yes. I can review what you have, fix what's broken, and improve the workflows without starting over. Message me first so I can see what needs doing.
What does the Starter package include? Account setup, automation planning, 1 pipeline, import of up to 100 contacts, and 1 integration.
What integrations can you connect? Common ones include calendar tools, payment processors, and email. Message me before ordering to confirm the one you need.
Not sure which package to choose? Message me about your business and I'll recommend the right one.
Will you teach me how to use it? Yes. I'll send a short guide with your delivery so you can manage the setup yourself. A walkthrough call may be offered as an extra.
Do I need a Dubsado account already? No. If you don't have one, I'll help you create it.
How do I send you my contacts? Send them as a CSV or spreadsheet with columns such as name, email, and phone. I'll clean up the format if needed.

