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Dubsado

Client management, invoicing, contracts, and workflow automation.

Dubsado Overview

Updated November 26, 2025

Dubsado is a client management platform designed to help service-based businesses streamline their operations. It brings together tools for managing projects, automating workflows, handling contracts, scheduling appointments, and sending invoices in one place.

The CRM is built to reduce repetitive tasks and improve client communication, which makes it especially useful for freelancers, small agencies, and creative professionals who want to stay organized and deliver a smooth client experience.

Key Features

Client Management : Centralize client details, forms, and communications in one hub, which ensures organized records and smooth collaboration across projects.
Invoicing & Payments : Create branded invoices, accepts multiple payment options, and automates reminders so clients can pay on time without extra effort.
Scheduling : Offer integrated booking tools that connect with calendars and reduce back-and-forth emails, which helps streamline appointments and availability.
Workflows & Automation : Automate repetitive tasks such as follow-ups, contract sending, and onboarding steps, which saves time and improves consistency in client experience.
Contracts & Forms : Provide customizable, legally binding contracts and interactive forms that allow digital signatures and streamlined data collection in one secure place.
Client Portals : Give clients a dedicated portal where they can view contracts, invoices, forms, and messages, which improves transparency and communication.
Integrations : Connect with tools like Zapier, QuickBooks, and popular email platforms, which enhances efficiency by linking essential business apps together.

Price

Plan	Price	Key Inclusions
Starter Plan	$200/year	Unlimited projects & clients; invoicing & payment plans; form & email templates; client portals; calendar connection; email integration; mobile app; live chat support; 1 active lead capture form
Premier Plan	$400/year	All Starter features, plus: bookkeeping integration; advanced scheduling; automated workflows; public proposals; unlimited lead capture forms; Zapier integration
Remarks	Monthly pricing not listed on site	Additional charges apply for extra brands ($10/month each) and additional users (tiered pricing applies)

Check Pricing details: https://www.dubsado.com/pricing

Pros

Competitor	Pros of Dubsado
HoneyBook	Dubsado offers deeper customization of workflows, forms, and branding, which suits creators who need tailored templates and automation.
17Hats	Dubsado includes more features in a single platform and supports multiple users or brands more flexibly than 17Hats.
Plutio	Dubsado delivers stronger client portal functions and more robust contract and invoicing tools compared to Plutio.
Paperbell	Dubsado handles a broader range of project-based workflows and supports complex contract and invoicing needs beyond coaching.
Bitrix24	Dubsado offers a more user-friendly setup and branding-focused features tailored to small service businesses compared to the complexity of Bitrix24.

Cons

Competitor	Cons of Dubsado
HoneyBook	Dubsado costs more and requires more work to configure, while HoneyBook offers simpler setup and often lower monthly fees.
17Hats	Dubsado can feel overwhelming to set up and includes more features than some users actually need, while 17Hats has a cleaner, simpler interface.
Plutio	Dubsado can be more complex and cluttered for new users, while Plutio offers a sleeker, more intuitive user experience.
Paperbell	Dubsado may be overkill for life coaches, since Paperbell offers a more streamlined setup focused specifically on coaching workflows.
Bitrix24	Dubsado lacks the extensive collaboration, task, and internal team tools that Bitrix24 provides in its all-in-one suite.

Customers' Reviews From Reliable Websites

Reddit Review
Capterra Review
G2 Review
ProductiveCo Review