--- title: "Dubsado Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of Dubsado. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Dubsado is a good fit for you!" source_url: "https://www.softwareadvice.com/business-management/dubsado-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Business Management Software](https://www.softwareadvice.com/business-management/) / [Dubsado](https://www.softwareadvice.com/business-management/dubsado-profile/) / Dubsado Reviews 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](https://www.softwareadvice.com/business-management/dubsado-profile/) Reviews [Alternatives](https://www.softwareadvice.com/business-management/dubsado-profile/alternatives/) # Dubsado User Reviews ## Reviews summary - Overall rating: 4.2/5 - Total reviews: 61 ### Secondary ratings - Ease of use: 3.7/5 - Customer support: 4.3/5 - Value for money: 4.2/5 - Functionality: 4.0/5 ### Rating distribution - 5 stars: 30 reviews (49%) - 4 stars: 19 reviews (31%) - 3 stars: 10 reviews (16%) - 2 stars: 1 reviews (2%) - 1 star: 1 reviews (2%) ### Most mentioned 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. - 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. - It keeps all my client work data in one place especially helpful around tax time. ### Most mentioned 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 - There are several limitations on connecting calendars. - They left me for 1 week without sorting out my email connectivity, an issue which was caused by their servers being updated, not any changes my end. ## Dubsado customer reviews Showing reviews 1-25 of 61 (page 1). ### Great CRM, bit of a learning curve - Overall rating: 5/5 - Reviewer: Sarah O. - Verified reviewer: Yes - Industry: Publishing - Company size: Self-Employed - Product usage: Used daily for less than 6 months - 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! #### Reasons for switching to Dubsado I was using the free form of Wave and needed a lot more tools. --- ### Excellent for Efficiency and Customization - Overall rating: 5/5 - Reviewer: Stephanie B. - Verified reviewer: Yes - Industry: Semiconductors - Company size: 1001-5000 employees - Product usage: Used weekly for more than 2 years - 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. #### 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. --- ### Dubsado - the best of a bad bunch. - Overall rating: 3/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: July 2022 - Review source details: This review was submitted organically. No incentive was offered After having constant frustrations and needing to constantly create work arounds, we decided to not use dubsado long term. It's a great product, but was not a good fit for our business due to a few specific requirements, especially around tax, invoicing, and pricing or payment options. Like i've said, it's a very powerful software, but is not always the right fit for every business. Hire a professional, think through your processes, and see if it will work for you. They have a great trial period (no end date, max of 3 customers) so you can have a good play with the system, without commitment, to see if it will work for you. #### Ratings breakdown - Ease of use: 2/5 - Value for money: 3/5 - Customer support: 2/5 - Functionality: 2/5 #### Pros I love the idea, concept and promise behind Dubsado, and I really, really wanted to love it. For businesses outside of australia who don't need to deal with GST, it's probably fine to use and will serve the purpose you require. It has lots of powerful features, and is great to help automate and systemise your small business, especially for service based businesses such as photographers, designers, and bridal industry organisations. #### Cons It didn't handle GST very well for me as an Australian business, and although it integrates with Xero, the data was always mixed up between the two, despite lots of troubleshooting, and I found that the support team were very quick to say the issue was not their end, although it seems that it was due to the way that the system was set to calculate the tax. They also had a lot of items on their roadmap that seem to be in the pipeline for years on end with no implementation in sight. --- ### Workflow King! - Overall rating: 4/5 - Reviewer: Brookelyn P. - Verified reviewer: Yes - Industry: Executive Office - Company size: Self-Employed - Product usage: Used weekly for less than 2 years - 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. #### Reasons for choosing Dubsado This particular client needed more automations and complex workflows, Honeybook does not currently have that capability. --- ### Best CRM I've ever tried! - Overall rating: 5/5 - Reviewer: Maria F. - Verified reviewer: Yes - Industry: Arts and Crafts - Company size: Self-Employed - Product usage: Used daily for less than 2 years - 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. #### 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 --- ### Absolute best CRM for creatives I've ever used - Overall rating: 5/5 - Reviewer: Nadia P. - Verified reviewer: Yes - Industry: Photography - Company size: Self-Employed - Product usage: Used daily for less than 2 years - 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. #### 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. --- ### Dubsado is designed for Creatives - Overall rating: 5/5 - Reviewer: Anna B. - Verified reviewer: Yes - Industry: Graphic Design - Company size: Self-Employed - Product usage: Used daily for less than 12 months - 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. #### Reasons for choosing Dubsado Designed for creatives and reviews I found online. --- ### Easy and professional way to send proposal, contract, and invoice, all in one - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Internet - Company size: Self-Employed - Product usage: Used daily for less than 2 years - Reviewed: May 2022 - 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Great Value CRM Product! - Overall rating: 5/5 - Reviewer: John R. - Verified reviewer: Yes - Industry: Management Consulting - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: September 2020 - Review source details: This review was submitted organically. No incentive was offered 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: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Amazing - Overall rating: 5/5 - Reviewer: Shawna M. - Verified reviewer: Yes - Industry: Events Services - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: November 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 10/10 amazing #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I love dubsado!!!! It is ideal for managing an event venue. I can assign employees task and clients with ease. #### Cons The workflows malfunction frequently and even though it’s paused it will send an email not meant to be sent causing confusion with the clients #### Reasons for choosing Dubsado The workflows and just overall customization --- ### Great for client onboarding - Overall rating: 5/5 - Reviewer: Tanya R. - Verified reviewer: Yes - Industry: Design - Company size: Self-Employed - Product usage: Used daily for less than 2 years - Reviewed: December 2024 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. It’s great. It makes sending proposals, automating workflows and managing leads really simple #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros It’s great for making client onboarding super simple. The first time I sent over a proposal, my client paid within 5 minutes because it was so easy! #### Cons I really wish the project management aspect was stronger. The client portal isn’t that great so I have to use a different project management tool. But it integrates really well with most things so it’s not too much of a problem. --- ### Such a help to small business - Overall rating: 5/5 - Reviewer: Sara B. - Verified reviewer: Yes - Industry: Photography - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: November 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 love this program and it's been hugely helpful as our small business has expanded quite a bit in the last few years. There's no way we would have been able to keep up with client communication and organization without it. It is a bit time consuming on the front end (each time you set up something new within the program) but it's worth it. After initial set up, it saves you so much time. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros This product helps us to stay very organized as we gain new leads from our website. We're able to automatically send information related to the lead interest and then track and organize these leads as they move through the workflows we've set up. There are layers upon layers of ways to organize leads, clients and jobs. You can stay really simple in this organization or get as detailed as you like. #### Cons I typically have to train and really work at setting up new systems, and often ask for assistance from customer service. While it's worth it, you'll need to invest some time into using this program well. #### Reasons for choosing Dubsado The features - it covers everything we needed from lead capture, forms, invoices, contracts, sorting and categorizing leads, clients, projects, scheduling, etc. Dubsado had everything (and more) that we needed to run smoothly. --- ### Makes my job easy - Overall rating: 4/5 - Reviewer: Ashley T. - Verified reviewer: Yes - Industry: Professional Training & Coaching - Company size: Self-Employed - Product usage: Used daily for less than 2 years - Reviewed: November 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 3/5 #### Pros The ability to send a proposal, contract and invoice in one make closing sales seamless. #### Cons Lack of multi team features - multiple calendars and emails. --- ### Dubsado is getting better all the time! - Overall rating: 4/5 - Reviewer: Louise H. - Verified reviewer: Yes - Industry: Professional Training & Coaching - Company size: 2-10 employees - Product usage: Used weekly for more than 2 years - Reviewed: July 2022 - Review source details: This review was submitted organically. No incentive was offered I did find Dubsado a little confusing at first, like I said I purchased a course on how to set up the workflows and it showed me the power that Dubsado offer. I also like how they are adding new things all the time. Now we can have people schedule, book and pay for appointments online its great! #### Ratings breakdown - Ease of use: 3/5 - Value for money: 5/5 - Customer support: 3/5 - Functionality: 4/5 #### Pros I like how I can collect leads and create automated workflows so emails can be sent once they sign up for an appointment. I can also sent contracts easily as well. #### Cons It was hard to set up! I needed to purchase a course on how to create the workflows I needed to automate my client leads. But once I got the hang of it it works like a charm #### Reasons for choosing Dubsado I spoke with other Home Organizers and they recommend this software --- ### Intuitive and Professional - Overall rating: 4/5 - Reviewer: Jess B. - Verified reviewer: Yes - Industry: Design - Company size: Self-Employed - Product usage: Used weekly for more than 2 years - Reviewed: June 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Very good! I’ve been using it for years. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros I like that Dubsado is relatively easy to use. They have good customer support and lots of great options in their software to keep clients, projects, and financials organized. #### Cons It would be helpful if there was a way to integrate your bank account do transactions could be added automatically. --- ### Software issue? Customer service won't care - Overall rating: 2/5 - Reviewer: Kerri M. - Verified reviewer: Yes - Industry: Photography - Company size: Self-Employed - Product usage: Used daily for more than 2 years - Reviewed: March 2021 - Review source details: This review was submitted organically. No incentive was offered When reaching out to report an issue, customer service replies that it will be looked into, but weeks and months will pass without a resolution. They do not have the courtesy to give an update on the solution. Customer service has gone downhill and they clearly do not appreciate their customers. I'm really disappointed with their lack of customer service, and although I have expressed my displeasure and frustration, they do not care. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 2/5 - Customer support: 1/5 - Functionality: 1/5 #### Pros Workflow automation....when it actually works #### Cons The software is constantly having bugs and errors. --- ### Dubsado, the program that can organize your business with ease - Overall rating: 4/5 - Reviewer: Melinda A. - Verified reviewer: Yes - Industry: Media Production - Company size: 2-10 employees - Product usage: Used weekly for more than 2 years - Reviewed: July 2022 - 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 - Functionality: 5/5 #### Pros Before using Dubsado my husband and I had spreadsheets and documents all over for our business. It was a very chaotic "system" and once we implented Dubsado into our routine our business started to improve! No more searching for random client emails, or tracking work time on a phone timer! #### Cons For the basic package I wish there were a few more features, $200.00 is pretty steep. --- ### Not best for me - Overall rating: 3/5 - Reviewer: Christian M. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: December 2020 - Review source details: This review was submitted organically. No incentive was offered The customer support is what really turned me off. Although they are really responsive in the FB group, many of the answers I got from was that is not important to us right now. The questions centered around things most dubsado users were requesting. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 4/5 #### Pros I like the automation and scheduler function. I liked being able to have the videoconference sync with Google Meet. #### Cons The setup. I never got it fully setup as it became overwhelming. --- ### Lots of great improvements - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Hospitality - Company size: 2-10 employees - Product usage: Used monthly for free trial - 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 think that compared to a lot of systems in the same field they’ve created a really solid product: #### Ratings breakdown - Ease of use: 5/5 - Value for money: 3/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros I like that you can create proposals and send to people, they pay right in there and there’s no hassle to find people to get them to pay. #### Cons There’s no app yet. I know this is something that has been in the works for a while but I’d love to see what happens when it launches. --- ### Works if you have time to learn - Overall rating: 4/5 - Reviewer: Gabriela G. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used monthly for less than 12 months - Reviewed: October 2021 - Review source details: This review was submitted organically. No incentive was offered i am still learning it and that i do not like about it, too difficult to learn to get the best of it #### Ratings breakdown - Ease of use: 3/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 3/5 #### Pros Customer service and pricing structure for teams is great #### Cons I feel learning curve to set up is too big #### Reasons for choosing Dubsado Price and came highly recomended --- ### Get your business system in place with Dubsado - Overall rating: 4/5 - Reviewer: Paola S. - Verified reviewer: Yes - Industry: Marketing and Advertising - Company size: Self-Employed - Product usage: Used weekly for more than 2 years - 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. #### Reasons for switching to Dubsado Ease of use, cost, and the ability to have 3 clients on a free subscription. --- ### Dubsado is Great! - Overall rating: 5/5 - Reviewer: Sarah J. - Verified reviewer: Yes - Industry: Food & Beverages - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: October 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I have been using Dubsado for 6 years now through a bakery, and I love this program. It is easy to use, and has many great qualities. One of the few CRMs that seems to "do it all". #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros There is a lot to love about Dubsado! Their workflow system with automated emails is desirable. I love that our email inbox is also recorded and reflected in Dubsado. The cost is not too much, especially if you can catch them on one of their annual sales. The customer support is top tier and fast to get a response. Lastly, it is user friendly for even the most novice user. #### Cons I wish the calendar function was better, that you could jump to a specific date, and that you can hover over a project to see the details rather than needing to click into each project. I also would love to see an "upload photo" function outside of the notes section (easier, less clicking). --- ### Best CRM on the market. - Overall rating: 5/5 - Reviewer: Daphnah J. - Verified reviewer: Yes - Industry: Design - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: April 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall my experience with Dubsado is great and I am using it daily. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros I love to use Dubsado for my business! What I like most is that I can have clients easily accept a proposal, sign a contract, and pay their invoices all at once. #### Cons What I like least about Dubsado is the learning curve. Figuring out the best setup and learning how to automate your workflows takes quite a bit of time. #### Reasons for choosing Dubsado At the time Dubsado had a lot more customization compared to Honeybook. --- ### A great CRM to use for your business - Overall rating: 5/5 - Reviewer: Sabre’ B. - Verified reviewer: Yes - Industry: Internet - Company size: Self-Employed - Product usage: Used monthly for less than 12 months - 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 #### Reasons for switching to Dubsado I had made the switch because of the free trail and it had more capabilities than HoneyBook --- ### Dubsado helps me manage my business - Overall rating: 5/5 - Reviewer: Sydney L. - Industry: Marketing and Advertising - Company size: Self-Employed - Product usage: Used weekly for less than 6 months - 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. ## More reviews [Next reviews](https://www.softwareadvice.com/business-management/dubsado-profile/reviews/?page=2) --- Dubsado Reviews, Pros and Cons - 2026 Software Advice