Dubsado is a business management tool that helps you organize and automate client interactions. It offers customizable templates for contracts, invoices, and forms, simplifying your workflow and making your business look professional. Dubsado also includes scheduling features, client portals for easy communication, and payment processing. It is suitable for businesses of all sizes and is particularly popular with creative entrepreneurs and freelancers.
Who is Dubsado best for
Dubsado is a powerful business management solution designed for creative entrepreneurs and freelancers. It streamlines client interactions, automates workflows, and offers customizable templates for contracts, invoices, and forms. Users praise its comprehensive features and automation capabilities. However, some find the learning curve steep and encounter occasional bugs. Despite these drawbacks, Dubsado remains a popular choice for those seeking an all-in-one client management platform.
Best for small to medium-sized businesses, especially creative entrepreneurs and freelancers.
Suitable for various industries, including Healthcare, Finance, E-commerce, Retail, Education, Hospitality, Media, Software, Non-profit, Marketing, and Professional Services.
Dubsado features
Type in the name of the feature or in your own words tell us what you need
Supported
Dubsado offers templates for proposals and other sales materials, streamlining the sales process.
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Dubsado integrates with Stripe, Square, and PayPal, allowing for secure payment processing.
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Dubsado supports meeting scheduling and calendar integration.
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Customizable forms can be tailored to function as order forms.
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Dubsado offers workflow automation for various client management tasks and processes.
Qualities
We evaluate the sentiment that users express about non-functional aspects of the
software
Value and Pricing Transparency
Rather negative
-0.33
Customer Service
Rather negative
-0.5
Ease of Use
Rather positive
+0.67
Reliability and Performance
Strongly negative
-1
Dubsado reviews
We've summarised 121 Dubsado reviews (Dubsado Capterra reviews and Dubsado G2 reviews) and
summarised the main points below.
Pros of Dubsado
Comprehensive features for client management, including proposals, contracts, invoicing, and client portals.
Robust workflow automation capabilities, streamlining client onboarding and other repetitive tasks.
Excellent and responsive customer support, readily available through various channels.
Customizable branding options, allowing users to maintain a consistent brand identity.
Affordable pricing compared to other CRM solutions with similar functionalities.
Cons of Dubsado
Steep learning curve, requiring significant time investment for setup and effective use.
Limited customization options for proposals and forms, often necessitating external tools or coding knowledge.
Scheduler integration issues, including conflicts with existing calendar entries and limited multi-user functionality.
Email syncing problems, particularly with non-Gmail accounts, leading to missed messages.
Occasional bugs and glitches in various features, requiring frequent troubleshooting and support requests.
Dubsado pricing
The commentary is based on 8 reviews from Dubsado Capterra reviews and Dubsado G2 reviews.
Dubsado's pricing is generally considered good value, offering a comprehensive suite of features for the price. However, some users have expressed concerns about unexpected charges and the affordability for small businesses with simpler billing needs. Others feel it is inexpensive compared to similar platforms.
The all -you-need basics for organized client management. Includes unlimited projects & clients, invoicing & payment plans, form & email templates.
Premier
$40/month
Everything in the Starter plan, plus automation features for enhanced client experience. Includes scheduling, automated workflows, public proposals, multiple lead captures, and Zapier integration.
Better for businesses focused on media, entertainment, consumer goods, professional services, or hospitality and tourism. A Dubsado competitor and alternative, it has lower ratings on G2 and Trustpilot. HoneyBook is known for a difficult setup process and occasional invoicing inaccuracies.
Better ease of use. Growing slower with less momentum. More affordable pricing. Less suited for medium or large businesses. A strong Dubsado competitor for freelancers and small businesses.
Better for enterprise SaaS customer onboarding and project management. More focused on mid-market businesses. Caters specifically to the software, IT, and telecommunications industry.
Better for task management and team collaboration. A more intuitive user experience, especially for non-technical users. More affordable pricing, with a free plan available. A Dubsado alternative focused on project visualization and workflow management.
Better for project management with Kanban boards, in-app messaging, and file sharing. Stronger focus on client portals and feedback tools. More affordable pricing with a free plan and lifetime option. A Dubsado competitor and alternative.
Dubsado is a business management solution designed for creative entrepreneurs and freelancers. It automates client interactions, provides customizable templates for contracts and invoices, and offers scheduling and client portal features. While it offers comprehensive features, some users find it challenging to learn.
How does Dubsado integrate with other tools?
How does Dubsado integrate with other tools?
Dubsado integrates with various tools, including payment gateways like Stripe, Square, and PayPal. It also supports calendar integrations for meeting scheduling. However, users have reported issues with email syncing and scheduler integration.
What the main competitors of Dubsado?
What the main competitors of Dubsado?
Top Dubsado competitors include 17hats, a similar client management software for small businesses and freelancers, and ClickUp, a broader work management platform. Other alternatives like Karbon and Ahsuite cater to specific niches like accounting firms and service businesses, respectively.
Is Dubsado legit?
Is Dubsado legit?
Yes, Dubsado is a legitimate business management software. It's a popular choice for creative entrepreneurs and freelancers seeking to streamline client interactions, automate workflows, and manage projects efficiently. However, be aware of the potential learning curve and occasional software bugs.
How much does Dubsado cost?
How much does Dubsado cost?
Dubsado's pricing includes a free trial and two paid plans: the Starter plan at $20/month and the Premier plan at $40/month for enhanced automation. Add-ons for extra users and brands are also available, making Dubsado a worthwhile investment for streamlined client management.
Is Dubsado customer service good?
Is Dubsado customer service good?
Dubsado's customer service receives mixed reviews. While some users praise the responsiveness and helpfulness of the support team, others express frustration with slow response times, templated answers, and unresolved issues. Some users mention excellent support, while others have had negative experiences.
Reviewed by
MK
Michal Kaczor
CEO at Gralio
Michal has worked at startups for many years and writes about topics relating to software selection and IT
management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs
of any business and find solutions to its problems.
TT
Tymon Terlikiewicz
CTO at Gralio
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech
department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX,
HR, Payroll, Marketing automation and various developer tools.