TrustRadius Insights for Dubsado are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Business Problems Solved
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.
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!!!
Pros
Automation
Clients onboarding
Cons
Forms
Likelihood to Recommend
Dubsado is great as a CRM! It has saved me so much time and energy when it comes to onboarding my clients.
<ul><li>Scheduler</li><li>Lead Capture form</li><li>Proposal</li><li>Invoicing</li><li>Contract</li><li>Feedback form</li><li>Email automation</li><li>Process automation</li></ul><div>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.</div>
Pros
Automation Workflow
Scheduler
Proposal
Contract
Invoicing
Feedback form
Cons
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
Likelihood to Recommend
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.
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.
Pros
Workflows - connecting your lead capture through to contract is easy and functional
Appointment scheduling
Customizable forms
Cons
Invoicing - taking automatic payments would be ideal
Project Management - the PM tool is lacking in flexibility
Likelihood to Recommend
If you are not tech savvy, you should hire a professional to set up your Dubsado workflow.
It is being across the whole organization for automation, invoicing and client management. It saves us hours in back and forth and automation.
Pros
Automation
Customer Support
Client Management
Cons
Email marketing
Directing emails in inbox straight to their project
Can't think of any more
Likelihood to Recommend
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.
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.
Pros
getting contracts signed
allows for customizable forms which integrate with payments etc.
embed option to place it on your website
payment processing
Cons
the task list feature is very basic
the UI is a little clunky
more integrations with other software such as Clickup
Likelihood to Recommend
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.
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.
Pros
Invoicing: makes receiving payments easy for myself and clients
Forms: customizable and easy to set up
Email
Cons
Financials
Contact organization
Likelihood to Recommend
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.
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!
Pros
Automation
Customization
Customer service
Cons
Sometimes it's hard to see the buttons, like the ADD button. Maybe it could be in a darker color?
Likelihood to Recommend
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.
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.
Pros
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.
Cons
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.
Likelihood to Recommend
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.