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What Is Dubsado?

Created for service-based businesses, Dubsado is the all-in-one place for managing clients, automating admin work, and growing your business.

✔️ Booking takes minutes, not days, with easy-to-sign contracts and even easier-to-pay invoices.

✔️ Keep track of clients, bookings, appointments, and more at a glance.

✔️ Cut the "office work" in half with workflows that automate repetitive client tasks and communication.

✔️ Send custom proposals, questionnaires, & contracts.

✔️ Trial: No time limit.

Who Uses Dubsado?

All service-based business owners Top industries: Photographers Designers Legal professionals Doulas Virtual assistants / OBMs HMUs Event planners Dubsado is customizable and fits many industries.

Dubsado Software - Text: "Never lose track of where clients are in your process." Image: client experience funnel highlighting "deposit paid" client checkpoint
Dubsado Software - Text: "Get paid on time, every time with automated invoice reminders." Image: Screenshot of automated email with invoice information and button to pay
Dubsado Software - Text: "Custom, automated workflows to cut your workload down." Image: 8-step workflow with the first 7 checked to mark complete
Dubsado Software - Text" Customizable contracts and forms to showcase your brand at every touchpoint." Image: Form with custom brand colors, photos, and packages.

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Reviews of Dubsado

Average score

Overall
4.3
Ease of Use
3.6
Customer Service
4.4
Features
4.0
Value for Money
4.2

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001

Find reviews by score

5
48%
4
32%
3
18%
2
2%
Jamie
Jamie
Productivity Coach in US
Verified LinkedIn User
Professional Training & Coaching, Self Employed
Used the Software for: 2+ years
Reviewer Source

Dubsado is an excellent CRM!

5.0 last year

Comments: 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.

Pros:

I 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.

Cons:

Dubsado is a major endeavor for setup. 2+ years later, I still have features I'm not using to the best of their ability.

Yelle
Yelle
Co-founder & Brand Strategist in US
Verified LinkedIn User
Marketing & Advertising, 11–50 Employees
Used the Software for: 1+ year
Reviewer Source

Alternatives Considered:

Got the Job Done Well – Could Be Much Better

4.0 7 months ago

Comments: 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.

Pros:

My 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.

Cons:

Dubsado 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.

Haruka
Health coach in Japan
Health, Wellness & Fitness, Self Employed
Used the Software for: 6-12 months
Reviewer Source

They tried to charge my clients 100 tokens more than I issued invoice

3.0 2 weeks ago New

Pros:

Their interface is really easy to use. I switched from honeybook. Live chat customer service.

Cons:

I issued invoice to my client and Dubsado tried to charge 100 times more than what I issued invoice for. I contacted to Stripe but they told me to contact to Dubsado and Dubsado never apologised to me or explained well. I almost lost trust from my client and I’m considering of switching to a different tool.

Brookelyn
Virtual Executive Assistant in US
Executive Office, Self Employed
Used the Software for: 1+ year
Reviewer Source

Alternatives Considered:

Workflow King!

4.0 2 months ago

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.

Stephanie
Customer Experience Analyst in US
Semiconductors, 1,001–5,000 Employees
Used the Software for: 2+ years
Reviewer Source

Excellent for Efficiency and Customization

5.0 7 months ago

Comments: 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.

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.