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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Dubsado

    Score8.4 out of 10
    N/ADubsado, 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 FeeNo setup fee
    Additional DetailsFor 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
    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
    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
    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
    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
    Chose Dubsado
    17 Hats was too complicated, not very visually appealing, and very expensive compared to Dubsado.
    Incentivized
    Chose Dubsado
    Because it handles all pieces of bringing on a new client and managing recurring clients.
    Incentivized
    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
    Key User Insights
    Would buy again
    100%
    Would buy again
    5 Answers
    Delivers good value for the price
    100%
    Delivers good value for the price
    5 Answers
    Happy with the feature set
    100%
    Happy with the feature set
    5 Answers
    Lived up to sales and marketing promises
    100%
    Lived up to sales and marketing promises
    5 Answers
    Implementation went as expected
    100%
    Implementation went as expected
    5 Answers
    Features
    Dubsado
    Sales Force Automation
    Comparison of Sales Force Automation features of Dubsado
    Feature
    Dubsado
    9.0
    9 Ratings
    14% above category average
    Customer data management / contact management8.88 Ratings
    Workflow management9.49 Ratings
    Opportunity management8.95 Ratings
    Integration with email client (e.g., Outlook or Gmail)9.17 Ratings
    Contract management9.69 Ratings
    Quote & order management8.87 Ratings
    Interaction tracking9.17 Ratings
    Channel / partner relationship management8.03 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Dubsado
    Feature
    Dubsado
    8.2
    3 Ratings
    6% above category average
    Case management7.23 Ratings
    Call center management10.01 Ratings
    Help desk management7.32 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Dubsado
    Feature
    Dubsado
    8.1
    6 Ratings
    5% above category average
    Lead management8.16 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Dubsado
    Feature
    Dubsado
    7.6
    9 Ratings
    1% below category average
    Task management6.78 Ratings
    Billing and invoicing management8.49 Ratings
    Reporting7.77 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Dubsado
    Feature
    Dubsado
    8.3
    6 Ratings
    8% above category average
    Forecasting8.93 Ratings
    Pipeline visualization8.46 Ratings
    Customizable reports7.66 Ratings
    Customization
    Comparison of Customization features of Dubsado
    Feature
    Dubsado
    8.8
    9 Ratings
    14% above category average
    Custom fields8.39 Ratings
    Custom objects8.46 Ratings
    Scripting environment9.92 Ratings
    API for custom integration8.55 Ratings
    Security
    Comparison of Security features of Dubsado
    Feature
    Dubsado
    7.9
    6 Ratings
    6% below category average
    Single sign-on capability7.83 Ratings
    Role-based user permissions8.05 Ratings
    Social CRM
    Comparison of Social CRM features of Dubsado
    Feature
    Dubsado
    6.9
    2 Ratings
    8% below category average
    Social data6.92 Ratings
    Social engagement6.92 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Dubsado
    Feature
    Dubsado
    4.7
    3 Ratings
    46% below category average
    Marketing automation5.53 Ratings
    Compensation management4.02 Ratings
    Platform
    Comparison of Platform features of Dubsado
    Feature
    Dubsado
    6.9
    2 Ratings
    10% below category average
    Mobile access6.92 Ratings
    Best Alternatives
    Dubsado
    Small Businesses
    Salesflare
    Score10 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    All AlternativesView 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
    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
    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
    Read full review
    Likelihood to Renew
    Dubsado
    There are some similar programs out there that are offering ambassador accounts.
    Incentivized
    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
    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
    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
    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
    Read full review
    ScreenShots