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Dubsado

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Company health

Employee growth
35% decrease in the last year
Web traffic
14% decrease in the last quarter

Ratings

G2
4.2/5
(71)
Capterra
4.2/5
(50)

Dubsado description

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.

Supported

Dubsado integrates with Stripe, Square, and PayPal, allowing for secure payment processing.

Supported

Dubsado supports meeting scheduling and calendar integration.

Supported

Customizable forms can be tailored to function as order forms.

Supported

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.

Users sentiment

Rather negative
-0.33

See the Dubsado pricing page.

  • Dubsado has a free plan.

  • Dubsado has a free trial.

Starter

$20/month

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.


Dubsado alternatives

  • Logo of HoneyBook
    dubsado vs HoneyBook
    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.
    Read more
  • Logo of 17hats
    dubsado vs 17hats
    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.
    Read more
  • Logo of CogniSaaS
    CogniSaaS
    Better for enterprise SaaS customer onboarding and project management. More focused on mid-market businesses. Caters specifically to the software, IT, and telecommunications industry.
    Read more
  • Logo of Trello
    Trello
    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.
    Read more
  • Logo of Bloom
    Bloom
    Better for solopreneurs and smaller service businesses. More affordable starting price. Bloom is a Dubsado alternative and competitor.
    Read more
  • Logo of Kitchen.co
    Kitchen.co
    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.
    Read more

Dubsado FAQ

  • What is Dubsado and what does Dubsado do?

    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?

    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?

    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?

    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?

    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?

    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.