Manage To Dos
Keep your to-dos in one place and never forget what you have to do next. With to-lists embedded in workflow as well, you can get automatic email reminders when you want to be reminded!
WORKFLOW
Create workflows that automate your entire process. Have a lead? Set them up in a lead workflow that sends them quotes, reminders and emails all automatically. Or after working with a client, want to send them a thank you email? Dubsado will send that out for you as well. Schedule your items based on certain conditions: date, client status, proximity to a date, whether a to-do or event has been completed. Automation at its finest!