Dubsado
About Dubsado
Awards and Recognition
Dubsado Pricing
Free trial $0 Up to 3 free clients Access to all features available in the Premier plan No time limit Starter plan $20/month or $200/year Unlimited projects & clients Invoicing & payment plans Form & email templates Premier plan $40/month or $400/year Everything in the Starter plan, plus: Scheduling Automated workflows Public proposals Multiple lead capture forms Zapier integration
Starting price:
$20.00 per month
Free trial:
Available
Free version:
Available
Most Helpful Reviews for Dubsado
1 - 5 of 50 Reviews
Yelle
Cosmetics, 2 - 10 employees
Used unspecified
OVERALL RATING:
4
Reviewed September 2023
Dubsado Flows with Ease, Hard Setup
Jamie
Verified reviewer
Professional Training & Coaching, 1 employee
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2022
Dubsado is an excellent CRM!
Overall I love Dubsado. I wish the setup had been a bit more intuitive. I've made peace with not utilizing all of the features and will maybe get them set up one day. There are people you can pay to set up your Dubsado account that are certified by Dubsado.
PROSI love the ability to customize everything sent out to clients allowing me to stay on brand. I also love that my clients find it easy to schedule and pay invoices. Very intuitive on the client side.
CONSDubsado is a major endeavor for setup. 2+ years later, I still have features I'm not using to the best of their ability.
Reasons for switching to Dubsado
I was not happy with the way projects were organized in 17 hats. Did not work for my model.
Yelle
Verified reviewer
Marketing and Advertising, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed August 2023
Got the Job Done Well – Could Be Much Better
It definitely got the job done, it was the best platform out there for what we needed, but it could have been so much better.
PROSMy boutique creative agency was looking for a way to send proposals to both our clients and teammates through a platform that also had invoicing. The way Dubsado merges the proposal, contract, and invoice is really seamless. We also liked that our clients and teammates had a login to their portal where they could see all their contracts and correspondence. The latter feature was better than Honeybook because they didn't need to login every time they wanted to see an email. They could see emails in their email.
CONSDubsado has a severe learning curve. It has such an active facebook group because it's so hard to set up Dubsado and there are people who literally specialize in Dubsado setup as part of their career. I think there has to be a more simple way to build a platform like this. I never had the time to make my contracts and portals look all specialized because Dubsado didn't make it easy to customize.
Reason for choosing Dubsado
Dubsado seemed to be a better flow for our clients and teammates because they didn't have to log in to see their correspondence every time. WorkMarket was too expensive.
Reasons for switching to Dubsado
We wanted to level up our business and find a platform more all-in-one
Joyee
Verified reviewer
Education Management, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
3
EASE OF USE
2
VALUE FOR MONEY
4
CUSTOMER SUPPORT
2
FUNCTIONALITY
2
Reviewed May 2021
Still full of bugs
I want to like this software. I really do, but there are so many frustrating friction points.
PROSIt has a level of customizability that seems appealing at first. I also allows for customized proposals and contracts that you can send to families, thus removing the need for a software like DocuSign. The idea of workflows seems interesting as well. Thus with the cost, it can ostensibly replace 2-3 different programs (contracts, proposals, invoicing, simple CRM)
CONSThe usability is severely limited, and a lot of the features don't work as intended. We pour hours into this software every week trouble-shooting. Examples: -The email pixel doesn't always update properly. -Drag and Drop features on proposal builders. -The website forces us to log-in every time we want to access the website. -Invoicing features are not intuitive and invoices can't be adjusted by date. -Workflows require a multiple drafts and revisions to even make sure it is working. Customer support is responsive, but most of the time the answer is "we're working on it!" They offer classes on their software, but does it make sense to offer a 2 week long course. But most of the course is designed to say "this is how to work around this issue that we know you need to address".
Reasons for switching to Dubsado
Dubsado allows more flexibility for different industries.
Maria
Arts and Crafts, 1 employee
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
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.
PROSOrganization, 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.
CONSThere 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.
Reason 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