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What is Dubsado?

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.

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Recent Reviews

TrustRadius Insights

Dubsado has proven to be a versatile solution for a wide range of business needs. Users have utilized the platform for various purposes, …
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Popular Features

View all 29 features
  • Contract management (9)
  • Workflow management (9)
  • Billing and invoicing management (9)
  • Custom fields (9)
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Monthly Plan


Per Month [3 Users]

Yearly Plan


Per Year [3 Users]

Entry-level set up fee?

  • No setup fee


  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Demos

Dubsado Workflow Strategy Mapping Demo


Dubsado Basics - Getting Started in Your Account


Tuesday's Together Automations & Dubsado Workflow Build


Dubsado Basics - Your Destination

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Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Avg 7.5

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Avg 7.6

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Avg 7.6


This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Avg 7.6


This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Avg 7.3

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Avg 7.2


Avg 7.5
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Product Details

What is Dubsado?

Dubsado Video

Video 6 of the 9 part series. 6. Proposals Proposals allow your clients to choose a package, sign the contract, and pay their invoice all in one place! This mini-lesson explains how proposals can streamline the booking process for both standardized pricing and custom quoting....
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Dubsado Competitors

Dubsado Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

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.

HoneyBook and 17hats are common alternatives for Dubsado.

Reviewers rate Contract management highest, with a score of 9.6.

The most common users of Dubsado are from Small Businesses (1-50 employees).
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View all alternatives
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Reviews and Ratings


Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Dubsado has proven to be a versatile solution for a wide range of business needs. Users have utilized the platform for various purposes, including scheduling, lead capture forms, proposals, invoicing, contracts, feedback forms, email automation, and process automation. By consolidating all these tasks into a single platform, Dubsado eliminates the need for multiple tools and simplifies workflow management. Users appreciate the ability to create visually appealing proposals, forms, and contracts, enhancing the overall customer experience. Integration with other tools like Zoom and Active Campaign adds to the platform's versatility and allows for seamless collaboration with existing software stacks.

One of the standout features of Dubsado is its built-in reminder functionality. This feature streamlines the process of sending out contracts, forms, and invoices by automating reminders and reducing manual follow-ups. Additionally, the customization options offered by Dubsado allow users to tailor the platform to fit their specific business needs. Whether it's customizing system appearance or creating personalized workflows, this flexibility is highly valued by users.

For businesses in the creative industry such as graphic and web design agencies, Dubsado proves essential in managing client accounts and streamlining various aspects of client interaction. From handling invoices and contracts to gathering feedback through questionnaires and feedback forms, Dubsado acts as a comprehensive CRM tool. The software also aids in scheduling appointments, managing email communication, and automating repetitive tasks.

Overall, Dubsado serves as a reliable solution for managing clients, projects, and business processes. The convenience of having appointment scheduling, contract management, lead capture forms, and invoicing within one platform is highly valued by users across different industries. With its time-saving capabilities and customizable features, Dubsado provides an efficient way to streamline operations and improve visibility for teams of all sizes.

Users frequently recommend the following:

  1. Assess individual needs: Users advise assessing the specific needs of your organization before choosing Dubsado. It is suggested to try out other project management tools and determine if Dubsado aligns with your requirements.

  2. Utilize support resources: Many users recommend taking advantage of the support provided by Dubsado. The Support Team is described as always happy and willing to guide users with any questions. It is suggested to use the chat feature, watch tutorials closely, and reach out to support for assistance.

  3. Watch tutorials and explore features: Users suggest watching videos online and tutorials to discover the many ways that Dubsado can fulfill business needs. It is advised to spend time familiarizing yourself with the setup process and exploring the various tools and features offered by Dubsado. Some users also recommend joining the Facebook group and checking the help section/trainings for additional guidance.

Attribute Ratings


(1-9 of 9)
Companies can't remove reviews or game the system. Here's why
🧁Mary BRANDT, M.A.🧁 | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
This is the tool I have been looking for! It simplifies the process of sending out contracts, forms, and invoices. And the built-in reminder feature, it's perfection. I love that you can customize everything in here to fit your business. While I just started using it last year, I am constantly adding new invoices, different contracts, and special discounts, which makes it easy and fast when someone says, "send me over an invoice." Click a few buttons (after you set up your templates), and BAM, your invoice is on its way!
  • Automation
  • Customization
  • Customer service
  • Sometimes it's hard to see the buttons, like the ADD button. Maybe it could be in a darker color?
For me, it's the ease of sending everything out to a new client: contracts, forms, and invoices. Also, the payment reminder schedule is a blessing! Plus, right when you log in, you can see what invoices are outstanding.
Brooke Schultz | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We use Dubsado to onboard new clients. It serves as our CRM - helps with scheduling, emails, and so much more! It took us from using about 5 different programs to just one!!!
  • Automation
  • Clients onboarding
  • Forms
Dubsado is great as a CRM! It has saved me so much time and energy when it comes to onboarding my clients.
Karen Cisnero | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We use Dubsado for our
  • Scheduler
  • Lead Capture form
  • Proposal
  • Invoicing
  • Contract
  • Feedback form
  • Email automation
  • Process automation
It helps us use one platform for all these things vs using different platforms like what we used to do previously. Also, you can create beautiful proposals, forms and contracts using it which is a plus because you give your customers a great experience even at the start of working together. It also integrates with different tools like Zoom, Active Campaign, etc.
  • Automation Workflow
  • Scheduler
  • Proposal
  • Contract
  • Invoicing
  • Feedback form
  • The scheduler doesn’t automatically send people invite. They need to manually add it on by clicking a link which they often miss
  • Payment system for people outside US
  • Steep learning curve
  • Wish they will add visual workflow automation
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.
Robyn MacNeill | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Dubsado is being used as a CRM. We use most of the features including appointment scheduling, contracts, lead capture forms, invoicing and client management. The ability to customize the look of our system is one of the key reasons we use it. Once it's fully set up, it is a smooth process from onboarding to offboarding a client.
  • Workflows - connecting your lead capture through to contract is easy and functional
  • Appointment scheduling
  • Customizable forms
  • Invoicing - taking automatic payments would be ideal
  • Project Management - the PM tool is lacking in flexibility
If you are not tech savvy, you should hire a professional to set up your Dubsado workflow.
Score 10 out of 10
Vetted Review
Verified User
It is being across the whole organization for automation, invoicing and client management. It saves us hours in back and forth and automation.
  • Automation
  • Customer Support
  • Client Management
  • Email marketing
  • Directing emails in inbox straight to their project
  • Can't think of any more
Dubsado is perfect for service-based businesses and I always recommend to my clients, the only time it doesn't work is if someone doesn't have the budget yet or is a start up.
Score 9 out of 10
Vetted Review
Verified User
The whole organization uses it. It is used to collect client inquiry requests from our business website, send estimates, forms, take payments, and get contracts signed. Having everything in one place speeds up the process and also allows the whole team to see the status of a lead/project all in one place.
  • getting contracts signed
  • allows for customizable forms which integrate with payments etc.
  • embed option to place it on your website
  • payment processing
  • the task list feature is very basic
  • the UI is a little clunky
  • more integrations with other software such as ClickUp
It is well suited to small businesses for automation and getting their processes in order, to save time and energy in their business. The overhead cost is low for small businesses, and the team can all collaborate. It works well as a basic invoicing tool and collects payments.
Morgan Specht | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
I use Dubsado to manage invoice, contracts, questionnaires, and feedback forms for my Graphic and Web Design Business.
  • Customizable fillable forms
  • White-label branding ability
  • Amazing customer service
  • Project tracking/workflows
  • Client portal could use improvement or additional features
  • Steep learning curve at first
I would say it's best suited for small businesses (solo entrepreneurs or less than 10 employees) who work on a project basis.
Emilie Smith | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
I use Dubsado to manage all my client accounts, send invoices, send contracts, send forms and automate email reminders! I would be lost without Dubsado.
  • Invoicing: makes receiving payments easy for myself and clients
  • Forms: customizable and easy to set up
  • Email
  • Financials
  • Contact organization
Dubsado is great for any company that works with multiple clients and that needs to keep track of invoices, contracts, and any and all information relating to client projects. Dubsado isn't as great to keep track of your business' bookkeeping.
Heather Herring | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
I use Dubsado to manage my clients and projects! It helps me keep track of everything in my business and is so multifunctional that I am finding myself unable to live without it! I have never heard of any other platform that contains a scheduler, invoicing, expense reporting, business reporting, forms, proposals, contracts and CRM all in one place! Seriously a game changer for me.
  • 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.
  • Sometimes the workflows are a bit clunky or don't work in certain situations. But it doesn't stop me from making the most of the platform.
  • I do occasionally struggle with my outgoing email reminders for calls being received on time.
  • I would love it if options for a payment plan could be built into the schedulers.
This platform is amazing for any type of coaching entrepreneur or virtual assistant. However I would not recommend it for those that just wish to have a CRM. Dubsado is much more than that, and while it functions well enough to keep contacts organized, you have to do a lot of manual input to know where you are with clients. It's also not great for tracking recurring tasks.
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