Dubsado 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Dubsado

4.2

(60)

Pricing

Starting at $20.00 per month

About Dubsado

Dubsado is a software for small businesses that want to streamline their operations. The software allows users to create customizable templates for all their contracts, lead capture forms, questionnaires, and proposals—all with their unique branding. It also helps users generate invoices with payment plans and keep track of every dollar earned or spent.

The automation features in Dubsado include automated workflows, recurring payments, confirmation emails, payment reminders, and more. The software also lets users manage their clients through projects and maintain organized communication with emails, task boards, and client portals.

Dubsado Screenshots

Dubsado Pricing and Plans

Starting price: $20.00 per month

Free Trial

Free Version

Starter

$20.00

flat rate, per month

Plan includes:

Unlimited projects & clients
Invoicing & payment plans
Form & email templates

Premier

$40.00

per month

Plan includes:

Everything in the Starter plan
Scheduling
Automated workflows
Public proposals
Multiple lead captures at once
Zapier integration

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Dubsado Features

Popular features found in Business Management
Accounting
Billing & Invoicing
Client Management
Inventory Management
Marketing Automation
Order Management
Purchasing & Receiving
Scheduling
Task Management
Time & Expense Tracking
Training Management
More features of Dubsado
API
Calendar Management
Client Portal
CRM
Customizable Branding
Customizable Fields
Customizable Templates
Data Import/Export
Document Management
Drag & Drop
Electronic Payments
Financial Management
Mobile Access
Project Management
Quotes/Estimates
Real-Time Data
Reminders
Third-Party Integrations
Workflow Management

Dubsado Integrations

Zapier

Microsoft Teams

QuickBooks Online

Xero

Dubsado User Reviews

Overall Rating

4.2

Ratings Breakdown

48%

32%

17%

Secondary Ratings

Ease of Use

3.6

Value for money

4.2

Customer support

4.3

Functionality

4.0

Brittany M.

Verified reviewer

Marketing and Advertising

Self-Employed

Used daily for less than 6 months

Review source

Reviewed December 2022

I can't live without it now!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It does everything I need it to, it's amazing, I wish I had started with it sooner! Proposals, invoicing, collecting payments, contract signing, bookings, everything is all in one place now and I can automate a lot of what I was doing!

Cons:

There's A LOT to learn, it definitely will take some time to get use to so I'm focusing on one project at a time and will continue to implement as I go

Reasons for choosing Dubsado

More options and a better discount to get started

Reasons for switching to Dubsado

Teamzy didn't have the features I was looking for in terms of contracts and invoicing

Vendor Response

This means the world to us. We hope it's everything you were looking for and more!

Replied March 2023

Stephanie B.

Verified reviewer

Semiconductors

1001-5000 employees

Used weekly for more than 2 years

Review source

Reviewed August 2023

Excellent for Efficiency and Customization

Dubsado is without a great tool, that is an absolute must for my business. It provides so much help and customization to be organized and operate better with my army of one structure.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

What I love most about Dubsado is the able to create custom fields, contracts, proposals and more. This is super helpful when dealing with various project types. The automated workflows that can be created are also very amazing. You honestly can set it and forget about it.

Cons:

Some features that could use some improvement in Dubsado is the email functionality and some of the client information. You are able to have your emails linked to Dubsado, however it doesn't really seem as helpful as I originally perceived it to be. Sometimes there is a lag between my actual email inbox versus the Dubsado inbox. The client information could be cleaned up, for example, I would love if it could recognize that I have already entered the same clients and maybe update information as needed.

Reasons for switching to Dubsado

Tave interface with not as impressive as I would like. It would take me a while to fully get a grasp of all the features that are available and how they operate.

Amanda H.

Verified reviewer

Marketing and Advertising

Self-Employed

Used monthly for less than 2 years

Review source

Reviewed June 2024

Dubsado: not the most user friendly option

I’ve had to use with clients and I find that while it offers a lot of what they need it lacks in ease of use.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I think it has good intuitive pieces to help funnel and move leads through a CRM

Cons:

I think it’s very clunky, I struggle understanding what sections or categories to find things or how to properly set them up it’s very overwhelming and I am tech savvy I just find this difficult and not user friendly

Brookelyn P.

Verified reviewer

Executive Office

Self-Employed

Used weekly for less than 2 years

Review source

Reviewed December 2023

Workflow King!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Workflows are very easy to create and manage. Proposals can populate contracts and invoice with precise detail. Smart fields and canned emails are easy to use.

Cons:

I wish Dubsado would incorporate if/then options into their workflow, so I don't have to add so many worst case scenario steps into client workflows. I also wish that they would have folders inside of workflows and even templates. If one aspect of your clients business includes 10+ workflows and 30+ canned emails, it gets confusing without folders to start working on another revenue stream. I use prefixes to separate and organize, but folders would be a game changer.

Reasons for choosing Dubsado

This particular client needed more automations and complex workflows, Honeybook does not currently have that capability.

Maria F.

Verified reviewer

Arts and Crafts

Self-Employed

Used daily for less than 2 years

Review source

Reviewed December 2022

Best CRM I've ever tried!

Since I started using Dubsado, my business feels easier to manage, especially considering I am a one-person business and I don't have to trust my memory anymore or rely on a paper journal. Automating actions has been a life saver!Also, my business looks way more professional since I started using forms and payments trough this platforms, and clients have let me know about it.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Organization, organization, organization!I used to love to have everything written on a journal because I am a very visual person, but since I have Dubsado I don't rely on paper anymore because all I need to add to each job or client I can do it there and keep everything organized in separated areas.I can see all my current jobs in the Dashboard with deadlines, payment status and some little details about the specific job to keep a quick track of everything that needs to be done. One more thing I love about Dubsado is automation. Being able to automate processes like gathering client's information, sending some emails, invoicing and payments, making proposals from packages of products, public proposals... it's all about saving me time and extra unnecessary work on a daily basis.

Cons:

There are some things I would fix, especially from the form builder. I don't know why it doesn't have an "undo" option, which is very needed when designing something. Also, the fact that it is a platform that you run through a browser and not an app, bothers me a little. I would love it to be an app with important notifications instead of relying on emails to know when it requests my attention.

Reasons for choosing Dubsado

Customization and payment processing platform

Vendor Response

Thank you so much for your review, Maria. We're so glad you're loving Dubsado and the time it gives back. We have form updates and an app on our roadmap so stick around �� We're happy to have you!

Replied March 2023

Nadia P.

Verified reviewer

Photography

Self-Employed

Used daily for less than 2 years

Review source

Reviewed April 2021

Absolute best CRM for creatives I've ever used

The biggest benefits I've gotten from using Dubsado mostly have to do with being able to provide a great customer experience, while also not having to handhold my clients through things like their booking process. Because Dubsado gives me the ability to create a portal for every client, where they can make changes to their own questionnaires, make their own payments any time, and essentially take the wheel on their own accounts, I'm able to spend less time walking clients through every single step of working with me and therefore, more time focusing on adding further value to their experience with add-on services that I now have the time for because Dubsado is handling a lot of things for me on the backend.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

What initially drew me to Dubsado was the ability to create custom and visually appealing proposals. However, since starting to use it, there are so many other things that have proven invaluable to me. To sum it all up, what I love most about Dubsado is that my entire client lifecycle can live in this one place. Consolidating all my client contracts, communications, invoicing, etc in one place means that nothing slips through the cracks and I'm able to create an amazing customer experience.

Cons:

Some of the features still have some kinks. I attempted to use Workflows a while back and found them confusing and honestly, a bit scary (e.g. automated emails potentially going out at the wrong times) to use. I haven't tried using them for quite a while, and I imagine some of those kinks have been worked out. However, there's definitely room for improvement when it comes to things like intuitiveness of setting up things like workflows, payment plans, and automated invoicing.

Reasons for choosing Dubsado

Dubsado simply provided the most and most valuable features of all the other CRMs I was looking at at the time. It was the most comprehensive, and the most customizable of all the other platforms I investigated. Their customer service was top-notch, including helping me transfer all my contracts and client projects from my previous CRM. Basically, Dubsado offered the best of everything I most needed.

Reasons for switching to Dubsado

At the time, Honeybook didn't give me the ability to create custom proposals with multiple package options the way Dubsado does. Additionally, I liked the fact that Dubsado was FAR more customizable, in almost all ways - even though that meant the learning curve and setup took a bit longer/had a bit more overhead than Honeybook.

Anna B.

Verified reviewer

Graphic Design

Self-Employed

Used daily for less than 12 months

Review source

Reviewed May 2023

Dubsado is designed for Creatives

I love Dubsado and recommend it to all of my creative friends running small businesses. The time it saves, the ease of integration, and use for both me and my clients have been a true blessing as I started and run my business. I love I can tailor the system to my brand and look like a professional, larger than one person-run business.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love how Dubsado has lots of video training and offers tons of templates and support. I love how integrated it can be with my payment system, website, and email.

Cons:

The only real complaint and the struggle I have with setting up a variety of invoice types in Dubsado. Some of the problems are definitely user error, but more video training with different scenarios would be wonderful. Since Dusbado caters to creatives, and many creatives are visual, the training videos are a lifesaver for this small business entrepreneur.

Reasons for choosing Dubsado

Designed for creatives and reviews I found online.

Verified

Reviewer

Internet

Self-Employed

Used daily for less than 2 years

Review source

Reviewed May 2022

Easy and professional way to send proposal, contract, and invoice, all in one

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love that I can send one link to a client and it contains the proposal, contract, and invoice altogether. This makes it much easier and quicker for the client to sign on. Rather than sending the proposal, having the client agree, then send the contract, then the invoice, etc. It can be a lot of information that gets lost, or more difficult to get the client to follow up. With everything all in one, it is simple and quick!

Cons:

Dubsado connects with Quickbooks and other accounting software. It also has some financial management built-in. However, the built-in account is not good. It is decent to see some basic reports about taxes or income for certain categories, but I wouldn't track expenses with it.

Reasons for choosing Dubsado

Dubsado is more user-friendly and had the features I wanted. All of these products take time to set up, as does Dubsado, but the set up was much easier in Dubsado.

Sarah O.

Verified reviewer

Publishing

Self-Employed

Used daily for less than 6 months

Review source

Reviewed August 2021

Great CRM, bit of a learning curve

I've had great experience with customer support and will continue to learn how to best use it to support my business.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love the way everything is organized around projects. The lead capture form has been a great way to streamline inquiries. I was piecing together several free tools, and Dubsado's cost is well worth being able to integrate things as my business grows.

Cons:

There's definitely a learning curve and you have to watch a lot of videos to figure out how to set things up optimally. The videos are helpful, but it's a lot!

Reasons for switching to Dubsado

I was using the free form of Wave and needed a lot more tools.

John R.

Verified reviewer

Management Consulting

11-50 employees

Used daily for less than 2 years

Review source

Reviewed September 2020

Great Value CRM Product!

The benfits are immediate. I was able to deploy lead capture techniques within a few clicks. It is saving my teams so much time when deploying CRM solutions with their site builds.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like the number of features that it contains. We primarily develop WordPress sites and to get the same type of functionality that Dubsado offers for lead capture, project and relationship management would require too many premium plugins and cost for support for our clients. Dubsado is almost a one stop shop for client management.

Cons:

It is a bit overwhelming (but totally worth it) when setting up workflow automation routines. I found their customer service very helpful with this.

Reasons for switching to Dubsado

The cost of HubSpot and their gated policy became unacceptable for us.

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