--- title: "Dubsado Software Reviews, Demo & Pricing - 2026" description: "Review of Dubsado Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/business-management/dubsado-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Workflow Management Software](https://www.softwareadvice.com/workflow/) / Dubsado Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/business-management/dubsado-profile/reviews/)[Alternatives](https://www.softwareadvice.com/business-management/dubsado-profile/alternatives/) # Dubsado Review From $20-$40/month Free version Free trial 2 plans Wondering if Dubsado is right for your organization? Our Workflow Management Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Dubsado 4.3 [(60)](https://www.softwareadvice.com/business-management/dubsado-profile/reviews/) Pricing Starting at $20.00 flat rate 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. Do you work for Dubsado? [Manage this product listing](https://www.g2.com/products/dubsado/claim_requests/new?auto=true) Wondering if Dubsado is right for your organization? Our Workflow Management Software selection experts can help you in 15 minutes or less. ## Dubsado User Interface ## Popular Dubsado Alternatives Main Product Dubsado 4.2 [(61)](https://www.softwareadvice.com/business-management/dubsado-profile/reviews/) Ratings Breakdown - 3.67Ease of use - 4.23Value for money - 4.30Customer support - 4.05Functionality Pricing Starting at $20.00 per month Get Price Alternative Product [WPS Office](https://www.softwareadvice.com/business-management/wps-office-profile/) 4.5 [(1541)](https://www.softwareadvice.com/business-management/wps-office-profile/reviews/) Ratings Breakdown - 4.48Ease of use - 4.38Value for money - 4.14Customer support - 4.37Functionality Pricing Starting at $29.99 per year Get Price Alternative Product [Jobber](https://www.softwareadvice.com/field-service/jobber-profile/) 4.6 [(1490)](https://www.softwareadvice.com/field-service/jobber-profile/reviews/) Ratings Breakdown - 4.62Ease of use - 4.40Value for money - 4.59Customer support - 4.35Functionality Pricing Starting at $39.00 per month Get Price Alternative Product [QuickBooks Online](https://www.softwareadvice.com/product/393202-QuickBooks-Online/) 4.3 [(8555)](https://www.softwareadvice.com/product/393202-QuickBooks-Online/reviews/) Ratings Breakdown - 4.24Ease of use - 4.16Value for money - 4.00Customer support - 4.26Functionality Pricing Starting at $38.00 per month Get Price Alternative Product [Asana](https://www.softwareadvice.com/project-management/asana-profile/) 4.5 [(13779)](https://www.softwareadvice.com/project-management/asana-profile/reviews/) Ratings Breakdown - 4.39Ease of use - 4.40Value for money - 4.34Customer support - 4.38Functionality Pricing Starting at $10.99 per month Get Price Alternative Product [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.4 [(18834)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Ratings Breakdown - 3.99Ease of use - 4.05Value for money - 4.13Customer support - 4.38Functionality Pricing Starting at $25.00 per month Get Price ## Dubsado Pricing and Plans Dubsado has two plans. Starter is $20.00/mo billed monthly. Premier is $40.00/mo billed monthly. Free versionFree trial Starter $20.00 flat rate, per month Starter plan includes: - Unlimited projects & clients - Invoicing & payment plans - Form & email templates Premier $40.00 per month Premier plan includes: - Everything in the Starter plan - Scheduling - Automated workflows - Public proposals - Multiple lead captures at once - Zapier integration Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ### How does Dubsado pricing compare to alternatives? Dubsado's starting price is $20.00/month. Explore how its pricing and plan options compare with top alternatives below. | Product | Starting price | Free trial | Free version | Value for Money | | --- | --- | --- | --- | --- | | Dubsado4.3[(60)](https://www.softwareadvice.com/business-management/dubsado-profile/reviews/) | $20.00 /mo | Available | Available | 4.2 | | [WPS Office](https://www.softwareadvice.com/business-management/wps-office-profile/)4.5[(1,541)](https://www.softwareadvice.com/business-management/wps-office-profile/reviews/) | $29.99 /yr | Available | Available | 4.4 | | [Jobber](https://www.softwareadvice.com/field-service/jobber-profile/)4.6[(1,490)](https://www.softwareadvice.com/field-service/jobber-profile/reviews/) | $39.00 /mo | Available | Not available | 4.4 | | [QuickBooks Online](https://www.softwareadvice.com/product/393202-QuickBooks-Online/)4.3[(8,555)](https://www.softwareadvice.com/product/393202-QuickBooks-Online/reviews/) | $38.00 /mo | Available | Not available | 4.2 | | [Asana](https://www.softwareadvice.com/project-management/asana-profile/)4.5[(13,779)](https://www.softwareadvice.com/project-management/asana-profile/reviews/) | $10.99 /user/mo | Available | Available | 4.4 | Dubsado4.3[(60)](https://www.softwareadvice.com/business-management/dubsado-profile/reviews/) * * * Starting price $20.00 /mo Free trial Available Free version Available Value For Money 4.2 - [WPS Office](https://www.softwareadvice.com/business-management/wps-office-profile/)4.5[(1,541)](https://www.softwareadvice.com/business-management/wps-office-profile/reviews/) * * * Starting price $29.99 /yr Free trial Available Free version Available Value For Money 4.4 - [Jobber](https://www.softwareadvice.com/field-service/jobber-profile/)4.6[(1,490)](https://www.softwareadvice.com/field-service/jobber-profile/reviews/) * * * Starting price $39.00 /mo Free trial Available Free version Not available Value For Money 4.4 - [QuickBooks Online](https://www.softwareadvice.com/product/393202-QuickBooks-Online/)4.3[(8,555)](https://www.softwareadvice.com/product/393202-QuickBooks-Online/reviews/) * * * Starting price $38.00 /mo Free trial Available Free version Not available Value For Money 4.2 - [Asana](https://www.softwareadvice.com/project-management/asana-profile/)4.5[(13,779)](https://www.softwareadvice.com/project-management/asana-profile/reviews/) * * * Starting price $10.99 /user/mo Free trial Available Free version Available Value For Money 4.4 ## Dubsado Features - Popular features found in Workflow Management Access Controls/Permissions Alerts/Notifications Approval Process Control Collaboration Tools Compliance Tracking Document Management Drag & Drop Forms Management Reporting/Analytics Search/Filter Third-Party Integrations - More features of Dubsado Accounting API Billing & Invoicing Calendar Management Client Management Client Portal CRM Customizable Branding Customizable Fields Customizable Reports Customizable Templates Data Import/Export Electronic Payments Email Management Financial Management Mobile Access Project Management Quotes/Estimates Real-Time Data Reminders Scheduling Task Management Time & Expense Tracking Workflow Management ## Dubsado Integrations Zapier Integration rated undefined from -1 review Microsoft Teams Integration rated undefined from -1 review QuickBooks Online Integration rated undefined from -1 review Xero Integration rated undefined from -1 review ## Dubsado User Reviews ## Dubsado customer ratings - Overall rating: 4.3/5 - Total reviews: 60 ### Rating distribution - 5 stars: 30 reviews (50%) - 4 stars: 19 reviews (32%) - 3 stars: 10 reviews (17%) - 2 stars: 1 reviews (2%) - 1 star: 0 reviews (0%) ### Secondary ratings - Ease of use: 3.7/5 - Value for money: 4.2/5 - Customer support: 4.3/5 - Functionality: 4.0/5 --- ### A great CRM to use for your business - Overall rating: 5/5 - Reviewer: Sabre’ O. - Industry: Internet - Company size: Self-Employed - Product usage: less than 1 year · monthly - Reviewed: March 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I loved using it, it keep things running for me in the background and so I could focus on working and it sent reminders out for me #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The automations and the capabilities. It was pretty straight forward to use. And I like how seamless everything is #### Cons I’m not a design person when it comes to filling out forms, so that was different to me and was harder for me to set up for myself --- ### Dubsado helps me manage my business - Overall rating: 5/5 - Reviewer: Sydney L. - Industry: Marketing and Advertising - Company size: Self-Employed - Product usage: less than 1 year · weekly - Reviewed: January 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros Dubsado is a great CRM that makes it easy to track projects and invoices, put together proposals and packages, and has automated workflows to help onboard seamlessly. #### Cons It does have a bit of a learning curve, and it does take a bit of leg work to get everything set up the way you need it. --- ### Get your business system in place with Dubsado - Overall rating: 4/5 - Reviewer: Verified Reviewer - Industry: Marketing and Advertising - Company size: Self-Employed - Product usage: 3-5 years · weekly - Reviewed: November 2025 - Review source details: This review was submitted organically. No incentive was offered Good. It keeps all my client work data in one place especially helpful around tax time. I can even setup a client portal where my client can see invoices, other relevant docs (like contracts), and even conversations. Sharing contracts and invoices is easy to manage and I like that I have some branding or customization availability - it's not perfect but it works. It does have a free subscription which allows 3 clients and that's a good place to start. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 4/5 #### Pros It has a lot of features that are useful for business users. For the most part, it's a user friendly software and if you take the time to learn the ins and outs can really make a difference in how you manage your business and clients. The cost for the software isn't too high and I do think it's affordable especially if you consider the features however, I would like to see a $15/m subscription that allows you to have a few more customers on your roster. #### Cons Some of the features are clunky like scheduling, form design, and adding multiple links or buttons. There is a learning curving it's not extensive but if you have never worked in or with a CRM or a Project Mangement tool you do need to spend time learning how to make the most of templates (make sure they right for your systems), workflows/automations, and setting up your dashboard. It works much better as a CRM than a project management tool. --- ### Great CRM, bit of a learning curve - Overall rating: 5/5 - Reviewer: Sarah O. - Industry: Publishing - Company size: Self-Employed - Product usage: less than 1 year · daily - Reviewed: August 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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! --- ### Excellent for Efficiency and Customization - Overall rating: 5/5 - Reviewer: Steph B. - Industry: Semiconductors - Company size: 1001-5000 employees - Product usage: 3-5 years · weekly - Reviewed: August 2023 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 3/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### Great software, but overkill for my needs. - Overall rating: 3/5 - Reviewer: Verified Reviewer - Industry: Management Consulting - Company size: Self-Employed - Product usage: 1-3 years · monthly - Reviewed: November 2024 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 3/5 - Functionality: 3/5 #### Pros I like the contract management and forms. It helps unify my brand and keep all my legal items in one location. Also streamlines the contract signing process and editing the various contracts. I can also track payments on contracts there. #### Cons Overall it just feels a bit clunky and perhaps too expensive and heavy for my business.... but now I honestly feel stuck in the product since I spent so much time creating documents and the various scheduling links and forms are all through my dubsado account. If were to switch to another provider, I would have to do a major overhaul across all my other marketing tools. --- ### Workflow King! - Overall rating: 4/5 - Reviewer: Verified Reviewer - Industry: Executive Office - Company size: Self-Employed - Product usage: 1-3 years · weekly - Reviewed: December 2023 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### 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. --- ### Best CRM I've ever tried! - Overall rating: 5/5 - Reviewer: Maria F. - Industry: Arts and Crafts - Company size: Self-Employed - Product usage: 1-3 years · daily - Reviewed: December 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. #### 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 --- ### Absolute best CRM for creatives I've ever used - Overall rating: 5/5 - Reviewer: Nadia P. - Industry: Photography - Company size: Self-Employed - Product usage: 1-3 years · daily - Reviewed: April 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Dubsado is designed for Creatives - Overall rating: 5/5 - Reviewer: Anna B. - Industry: Graphic Design - Company size: Self-Employed - Product usage: less than 1 year · daily - Reviewed: May 2023 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- Showing 1 - 10 of 60 Reviews [See All Reviews](https://www.softwareadvice.com/business-management/dubsado-profile/reviews/) ## Dubsado Popular Comparisons [WPS Office vs Dubsado](https://www.softwareadvice.com/business-management/dubsado-profile/vs/wps-office/)[Jobber vs Dubsado](https://www.softwareadvice.com/business-management/dubsado-profile/vs/jobber/)[QuickBooks Online vs Dubsado](https://www.softwareadvice.com/compare/249435-dubsado/vs/393202-QuickBooks-Online/)[Asana vs Dubsado](https://www.softwareadvice.com/project-management/asana-profile/vs/dubsado/)[Salesforce Sales Cloud vs Dubsado](https://www.softwareadvice.com/compare/2764-Salesforce/vs/249435-dubsado/)[monday AI Work Platform vs Dubsado](https://www.softwareadvice.com/business-management/dubsado-profile/vs/monday-com/)[Dynamics 365 vs Dubsado](https://www.softwareadvice.com/compare/106335-Dynamics-365/vs/249435-dubsado/)[Trello vs Dubsado](https://www.softwareadvice.com/business-management/dubsado-profile/vs/trello/)[Xero vs Dubsado](https://www.softwareadvice.com/business-management/dubsado-profile/vs/xero/)[ClickUp vs Dubsado](https://www.softwareadvice.com/project-management/clickup-profile/vs/dubsado/) [Compare All Alternatives](https://www.softwareadvice.com/business-management/dubsado-profile/alternatives/) ## Other Top Recommended Workflow Management Software [Smartsheet](https://www.softwareadvice.com/project-management/smartsheet-profile/) **4.5** (3579) Recently recommended **46** times [Wrike](https://www.softwareadvice.com/project-management/wrike-profile/) **4.4** (3046) Recently recommended **43** times [kintone](https://www.softwareadvice.com/project-management/kintone-profile/) **4.7** (154) Recently recommended **37** times [monday AI Work Platform](https://www.softwareadvice.com/marketing/monday-com-profile/) **4.6** (6134) Recently recommended **32** times Stuck Between Options? Our experts can help you compare Dubsado with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice