Dubsado

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Dubsado	Score 8.8 out of 10	N/A	Dubsado, from the company of the same name Burbank, is a small business technology management solution, providing contact and contract management, invoicing, and calendaring, in an all-in-one solution.	$35 Per Month [3 Users]

Pricing

Dubsado

Editions & Modules

Monthly Plan: $35.00
Per Month [3 Users]
Yearly Plan: $350.00
Per Year [3 Users]

Offerings

Pricing Offerings
Dubsado
Free Trial
Yes
Free/Freemium Version
No
Premium Consulting/Integration Services
No

Entry-level Setup Fee

No setup fee

Additional Details

For Additional Users: 4-10 users $25.00 per month; 11-20 users $45.00 per month; 21-30 users $60.00 per month

More Pricing Information

Community Pulse
	Dubsado
Considered Both Products	Dubsado 🧁Mary BRANDT, M.A.🧁 CFO and Founder Chose Dubsado Because it handles all pieces of bringing on a new client and managing recurring clients. Incentivized Helpful? Karen Cisnero Founder Chose Dubsado Dubsado is more customizable and with robust features. Also, the user interface is visually pleasing but definitely has steep learning curve. Once you get the hang of it, it’s very easy especially with other developers helping users create beautiful form, proposals with ease … Incentivized Helpful? Robyn MacNeill CEO, Leadership & Success Coach Chose Dubsado I found HB to be too basic for my needs. It's a much easier setup for non techy people, but its not as customizable as Dubsado. Incentivized Helpful? ES Emma Sparrow UX Designer Chose Dubsado Dubsado is more of an all in one, is affordable for small business and the usability far out weighs any other platform. The automation is reliable and I would never switch to another provider. Incentivized Helpful? Verified User Executive Chose Dubsado I have tried a few alternatives Honey Book - similar system, Dubsado has much better features in terms of customizing the estimates and allows to automate the sending of forms. I left Honey Book for Dubsado. Clust Doc - not the same, but it does overlap in terms of automation … Incentivized Helpful? Morgan Specht Owner + Designer Chose Dubsado 17 Hats was too complicated, not very visually appealing, and very expensive compared to Dubsado. Incentivized Helpful? Heather Herring Owner Chose Dubsado Dubsado overall is so multifunctional that the other platforms didn't stand a chance. I will say I do use ClickUp alongside Dubsado. Dubsado isn't super awesome for task organization and management, but ClickUp blows all the other task management software out of the water. … Incentivized Helpful?

Features

Dubsado

Sales Force Automation

Comparison of Sales Force Automation features of Product A and Product B
	Dubsado 9.0 9 Ratings 15% above category average
Customer data management / contact management	8.88 Ratings
Workflow management	9.49 Ratings
Opportunity management	8.95 Ratings
Integration with email client (e.g., Outlook or Gmail)	9.17 Ratings
Contract management	9.69 Ratings
Quote & order management	8.87 Ratings
Interaction tracking	9.17 Ratings
Channel / partner relationship management	8.03 Ratings

Customer Service & Support

Comparison of Customer Service & Support features of Product A and Product B
	Dubsado 8.2 3 Ratings 7% above category average
Case management	7.23 Ratings
Call center management	10.01 Ratings
Help desk management	7.32 Ratings

Marketing Automation

Comparison of Marketing Automation features of Product A and Product B
	Dubsado 8.1 6 Ratings 5% above category average
Lead management	8.16 Ratings

CRM Project Management

Comparison of CRM Project Management features of Product A and Product B
	Dubsado 7.6 9 Ratings 1% below category average
Task management	6.78 Ratings
Billing and invoicing management	8.49 Ratings
Reporting	7.77 Ratings

CRM Reporting & Analytics

Comparison of CRM Reporting & Analytics features of Product A and Product B
	Dubsado 8.3 6 Ratings 9% above category average
Forecasting	8.93 Ratings
Pipeline visualization	8.46 Ratings
Customizable reports	7.66 Ratings

Customization

Comparison of Customization features of Product A and Product B
	Dubsado 8.8 9 Ratings 14% above category average
Custom fields	8.39 Ratings
Custom objects	8.46 Ratings
Scripting environment	9.92 Ratings
API for custom integration	8.55 Ratings

Security

Comparison of Security features of Product A and Product B
	Dubsado 7.9 6 Ratings 6% below category average
Single sign-on capability	7.83 Ratings
Role-based user permissions	8.05 Ratings

Social CRM

Integrations with 3rd-party Software

Comparison of Integrations with 3rd-party Software features of Product A and Product B
	Dubsado 4.7 3 Ratings 45% below category average
Marketing automation	5.53 Ratings
Compensation management	4.02 Ratings

Platform

Comparison of Platform features of Product A and Product B
	Dubsado 6.9 2 Ratings 9% below category average
Mobile access	6.92 Ratings

Best Alternatives
	Dubsado
Small Businesses	Salesmate Score 10.0 out of 10
Medium-sized Companies	Creatio Score 9.1 out of 10
Enterprises	Creatio Score 9.1 out of 10
All Alternatives	View all alternatives

User Ratings
	Dubsado
Likelihood to Recommend	9.4 (9 ratings)
Likelihood to Renew	8.0 (1 ratings)
Usability	8.9 (5 ratings)
Support Rating	9.2 (5 ratings)

User Testimonials
	Dubsado
Likelihood to Recommend	Dubsado If you are a small service-based business owner looking for a CRM to automate your customer journey then this is for you. This platform is very customizable and can be really powerful once you set it up fully. This is like putting puzzle pieces together. First you need to setup all the pieces like scheduler, lead capture form, proposal, packages, invoices, contract and then setup the workflow automation. It will be helpful if you map your process in a mind-mapping tool first so it’s easy to see on high level what you need accomplished. This platform is not suitable for big companies or SaaS industry because the tagging system is not robust. Incentivized Karen Cisnero - Ops Consultant Founder Read full review
Pros	Dubsado Invoicing & expense reporting all in one place! I don't have to spend hours poring over my bank account transactions to find my biz expenses anymore! The built-in call scheduler is awesome! I can create various appointment schedulers with multiple availabilities, and collect payments right up front, too! Dubsado also has a sweet Client Portal where my clients can login and see all their activity with me at a glance. Incentivized Heather Herring Owner Read full review
Cons	Dubsado the task list feature is very basic the UI is a little clunky more integrations with other software such as Clickup Incentivized Verified User Anonymous Read full review
Likelihood to Renew	Dubsado There are some similar programs out there that are offering ambassador accounts. Incentivized Mary FAIN BRANDT M.A. CFO and Founder Read full review
Usability	Dubsado There is a learning curve to Dubsado, however, you can create a basic setup easily using the training videos provided by the platform Incentivized Robyn MacNeill CEO, Leadership & Success Coach Read full review
Support Rating	Dubsado The support with Dubsado is outstanding! Always so helpful, prompt to answer and always understands the issue. It always feels like I have talking to an actual person behind the scenes Incentivized ES Emma Sparrow UX Designer Read full review
Alternatives Considered	Dubsado Dubsado is more customizable and with robust features. Also, the user interface is visually pleasing but definitely has steep learning curve. Once you get the hang of it, it’s very easy especially with other developers helping users create beautiful form, proposals with ease without needing to know how to code. HoneyBook is not available for people outside USA & Canada. I haven’t used 17hats for a very long time but the user interface is pretty much the same Incentivized Karen Cisnero - Ops Consultant Founder Read full review
Return on Investment	Dubsado Clients are excited to hire me because my onboarding process is so professional Easy of use makes collecting payment from clients easy Streamlined process allows me to charge more for my services Incentivized Morgan Specht Owner + Designer Read full review
ScreenShots