Dubsado Features & Capabilities

Dubsado

Dynamics 365

CoConstruct

Dubsado is a platform that lets businesses customize reusable form templates for several contracts, lead capture forms, questionnaires, and proposals with unique branding. It also lets users create invoice templates with payment plans and keep track of every dollar earned or spent.

Accounting

Billing & Invoicing

Calendar Management

Client Management

Client Portal

Customizable Branding

Customizable Fields

Customizable Templates

Data Import/Export

Document Management

Drag & Drop

Electronic Payments

Financial Management

Project Management

Quotes/Estimates

Real-Time Data

Reminders

Scheduling

Task Management

Third-Party Integrations

Time & Expense Tracking

Workflow Management

monday.com

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.

Got the Job Done Well – Could Be Much Better

Workflow King!

It’s great. It makes sending proposals, automating workflows and managing leads really simple

Great for client onboarding 

Great software, but overkill for my needs.

I want to like this software. I really do, but there are so many frustrating friction points.

Still full of bugs

Terrible customer service!

Tech support is way too slow

Dubsado over The Others (I've tried them all!)

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. 

Dubsado is designed for Creatives

It's great and love using it and introducing it to other entrepreneurs.

Dubsado is a business management game changer!

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.

Best CRM I've ever tried!

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!

Brilliant--I tell everyone about Dubsado. It will keep you organised, your business looking professional, and significantly minimise the admin/operations tasks needed to keep projects ticking along.

Brilliant--Have Never Recommended a Platform More

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. 

Dubsado - the best of a bad bunch.

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.

Absolute best CRM for creatives I've ever used

Easy and professional way to send proposal, contract, and invoice, all in one

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.

Such a help to small business

I can't live without it now!

This means the world to us. We hope it's everything you were looking for and more!

It was a great starter CRM but if you are looking for something that will grow with you without the glitches, keep looking. 

Recently Moved Away From Dubsado

The software we had been using for years, was being discontinued, creating a massive task before us. Dubsado assisted us every step of the way, as we transitioned to their software. A live Dubsado team member was available to answer questions, give suggestions, and teach us how to best utilize their features. They were patient, kind, and very knowledgable.

You Should Be Using Dubsado

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.

Great Value CRM Product!

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!

Dubsado is getting better all the time!

My overall experience with Dubsado has been great. I would love to see the platform truly become multi-user so that teammates can each have their own scheduler and use their own email address to communicate with clients. If that came to be, then I would have absolutely no qualms about sticking with Dubsado over the long term.

Great overall, could use true team functionality

Great CRM for Small Biz

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.

Software issue? Customer service won't care

We’ve ended up using it mostly for the digital signatures on contracts.  It’s not as user friendly as we’d hoped.  Being new to self employment, we started with Dunsado and grew to find there were other platforms that fit our way of working better for project and client management.  

You get out what you put in

Dubsado screenshot: Text: "Never lose track of where clients are in your process." Image: client experience funnel highlighting "deposit paid" client checkpoint

Dubsado screenshot: Text: "Get paid on time, every time with automated invoice reminders." Image: Screenshot of automated email with invoice information and button to pay

Dubsado screenshot: Text: "Custom, automated workflows to cut your workload down." Image: 8-step workflow with the first 7 checked to mark complete

Dubsado screenshot: Text" Customizable contracts and forms to showcase your brand at every touchpoint." Image: Form with custom brand colors, photos, and packages.

Dubsado Features

Features Summary

Screenshots

Contenders comparison

Common Dubsado comparisons

Reviewers who mentioned features said: