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Filter 10 vetted Dubsado reviews and ratings
Reviews (1-4 of 4)
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September 02, 2020
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
September 02, 2020
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
April 26, 2020
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?
March 09, 2020
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.
Dubsado Scorecard Summary
Feature Scorecard Summary
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.
Categories: Customer Relationship Management (CRM)
Dubsado Competitors
Dubsado Pricing
- Has featureFree Trial Available?Yes
- Does not have featureFree or Freemium Version Available?No
- Does not have featurePremium Consulting/Integration Services Available?No
- Entry-level set up fee?No
| Edition | Pricing Details | Terms |
|---|---|---|
| Monthly Plan | $35.00 | Per Month [3 Users] |
| Yearly Plan | $350.00 | Per Year [3 Users] |
For Additional Users: 4-10 users $25.00 per month; 11-20 users $45.00 per month; 21-30 users $60.00 per month
Dubsado Technical Details
| Deployment Types: | SaaS |
|---|---|
| Operating Systems: | Unspecified |
| Mobile Application: | No |