Dubsado Reviews

10 Ratings
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Score 9.2 out of 100

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Reviews (1-4 of 4)

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September 02, 2020
Morgan Specht | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
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.
Read Morgan Specht's full review
September 02, 2020
Emilie Smith | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
Read Emilie Smith's full review
April 26, 2020
🧁Mary BRANDT, M.A.🧁 | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
Read 🧁Mary BRANDT, M.A.🧁's full review
March 09, 2020
Heather Herring | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Review Source
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.
Read Heather Herring's full review

Dubsado Scorecard Summary

Feature Scorecard Summary

Customer data management / contact management (4)
Workflow management (4)
Opportunity management (2)
Integration with email client (e.g., Outlook or Gmail) (3)
Contract management (4)
Quote & order management (3)
Interaction tracking (2)
Lead management (3)
Task management (4)
Billing and invoicing management (4)
Reporting (3)
Forecasting (1)
Pipeline visualization (3)
Customizable reports (3)
Custom fields (4)
Custom objects (2)
Scripting environment (1)
API for custom integration (2)
Single sign-on capability (1)
Role-based user permissions (3)
Social data (1)
Social engagement (1)
Marketing automation (1)
Compensation management (1)
Mobile access (1)

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.

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
EditionPricing DetailsTerms
Monthly Plan$35.00Per Month [3 Users]
Yearly Plan$350.00Per 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