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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
We find that Dubsado is a robust solution for businesses seeking to streamline client interactions. Users appreciate its comprehensive features like customizable templates, scheduling, and client portals. Keep in mind that some users report a steep learning curve and occasional bugs. However, the affordable pricing and excellent customer support make it a worthwhile investment.
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Great for small to medium-sized businesses (1-1000 employees) seeking an all-in-one client management solution.
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A versatile solution for businesses across industries, especially beneficial for creative entrepreneurs and freelancers.
Dubsado features
Supported Send Invoices: Dubsado allows you to send invoices to your clients. You can automate invoices and receive payments from a single system. |
Supported Accept Payments: Dubsado helps you keep your project moving by receiving payments from a single system. |
Supported Automate Invoices: Dubsado helps you keep your project moving by automating invoices. |
Supported Schedule Appointments: Dubsado enables you to schedule appointments with your clients, aligning expectations, setting project timelines, and preparing clients for successful collaboration. |
Supported Legally Binding Contracts: Dubsado provides legally binding contracts to ensure that your agreements are secure and enforceable. |
Supported Create Proposals: Dubsado lets you create proposals. You can follow up with leads immediately to share your pricing, services, and proposals. |
Supported Send Forms: Dubsado allows you to send forms to gather information effortlessly with branded forms. |
Supported Streamline with Workflows: Dubsado helps you streamline with workflows to automate tasks and manage projects efficiently. |
Supported Access Client Portals: Dubsado allows you to access client portals to provide a centralized location for clients to view project information and communicate with you. |
Supported Analyze Reporting: Dubsado provides reporting and analytics to help you understand your business performance and make informed decisions. |
Dubsado reviews
We've summarised 121 Dubsado reviews (Dubsado Capterra reviews and Dubsado G2 reviews) and summarised the main points below.
- 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.
- 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.
We find that Dubsado's pricing is generally considered fair for its features, especially by those who have replaced multiple software subscriptions with it. However, some users have expressed concerns about the perceived value, particularly regarding specific limitations or desired features. There's also a mention of an incident involving incorrect invoice amounts.
See the Dubsado pricing page.
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Dubsado has a free plan.
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Dubsado has a free trial.
The all -you-need basics for organized client management. Includes unlimited projects & clients, invoicing & payment plans, form & email templates.
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
dubsado vs 17hatsSimplifies small business admin: clients, payments, scheduling, automation.Read more
Dubsado FAQ
Dubsado is a business management solution designed to streamline client interactions. We find that it's particularly helpful for automating tasks like creating proposals, sending contracts, and managing invoices, allowing businesses to focus on client relationships and project delivery. It's a popular choice for freelancers and creative entrepreneurs.
What is Dubsado and what does Dubsado do?
Dubsado is a business management solution designed to streamline client interactions. We find that it's particularly helpful for automating tasks like creating proposals, sending contracts, and managing invoices, allowing businesses to focus on client relationships and project delivery. It's a popular choice for freelancers and creative entrepreneurs.
Dubsado integrates with several tools, including Zapier, which opens up connections to thousands of apps. It also integrates with accounting software like QuickBooks and Xero. While it doesn't directly integrate with many popular calendars, you can sync them using other services.
How does Dubsado integrate with other tools?
Dubsado integrates with several tools, including Zapier, which opens up connections to thousands of apps. It also integrates with accounting software like QuickBooks and Xero. While it doesn't directly integrate with many popular calendars, you can sync them using other services.
Dubsado's main competitors include HoneyBook, Bonsai, 17hats, Bloom, and vcita. These platforms offer similar client management, project automation, and business operation tools, catering to freelancers and small to medium-sized businesses.
What the main competitors of Dubsado?
Dubsado's main competitors include HoneyBook, Bonsai, 17hats, Bloom, and vcita. These platforms offer similar client management, project automation, and business operation tools, catering to freelancers and small to medium-sized businesses.
Yes, Dubsado is a legitimate business management platform. We find it's a popular choice, especially among creative entrepreneurs, and offers a range of features to streamline client interactions and automate workflows. However, it does have a learning curve.
Is Dubsado legit?
Yes, Dubsado is a legitimate business management platform. We find it's a popular choice, especially among creative entrepreneurs, and offers a range of features to streamline client interactions and automate workflows. However, it does have a learning curve.
Dubsado's Starter plan costs $20/month and the Premier plan is $40/month. They also have add-ons like additional brands ($10/month) and users (starting at $25/month for 4-10 users). A free trial is also available.
How much does Dubsado cost?
Dubsado's Starter plan costs $20/month and the Premier plan is $40/month. They also have add-ons like additional brands ($10/month) and users (starting at $25/month for 4-10 users). A free trial is also available.
Dubsado's customer service receives mixed reviews. While many users praise the responsiveness and helpfulness of the support team, others have expressed frustration with slow response times, templated answers, and unresolved issues. Some users mention excellent support, while others describe it as "terrible" or unhelpful.
Is Dubsado customer service good?
Dubsado's customer service receives mixed reviews. While many users praise the responsiveness and helpfulness of the support team, others have expressed frustration with slow response times, templated answers, and unresolved issues. Some users mention excellent support, while others describe it as "terrible" or unhelpful.
Reviewed by
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.
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.