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, …
Starting at $35 Per Month [3 Users]
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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.
Recent Reviews
Popular Features
- Contract management (9)9.696%
- Workflow management (9)9.494%
- Billing and invoicing management (9)8.484%
- Custom fields (9)8.383%
Pricing
Monthly Plan
$35.00
Cloud
Per Month [3 Users]
Yearly Plan
$350.00
Cloud
Per Year [3 Users]
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Demos
Dubsado Workflow Strategy Mapping Demo
YouTube
Dubsado Basics - Getting Started in Your Account
YouTube
Tuesday's Together Automations & Dubsado Workflow Build
YouTube
Dubsado Basics - Your Destination
YouTube
Features
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Product Details
- About
- Competitors
- Tech Details
- FAQs
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....
Show More Dubsado Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
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.
Reviewers rate Contract management highest, with a score of 9.6.
The most common users of Dubsado are from Small Businesses (1-50 employees).
Comparisons
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Reviews and Ratings
(35)
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!
- Business Problems Solved
- Recommendations
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:
-
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.
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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.
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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
Reviews
(1-5 of 5)Companies can't remove reviews or game the system. Here's why
October 28, 2021
One click does it all when you use Dubsdao
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?
43.33333333333333%
4.3
N/A
N/A
N/A
N/A
100%
10.0
56.66666666666667%
5.7
22.5%
2.3
45%
4.5
N/A
N/A
N/A
N/A
N/A
N/A
- It's saving me time.
- I am less frustrated when I need to create a new invoice or contract.
- Less time spent on these admin tasks means more time available to work with clients.
Because it handles all pieces of bringing on a new client and managing recurring clients.
1
It's just me at this time. I am the CEO and Founder
2
Myself and my accountant
- Automation
- everything in one place (invoice, contract, forms)
- cost
- Creating pkgs to appeal to potential clients- we offer 3 price points and let them choose what fits their needs and budget best
- Would love to be able to have videos to send out to the clients welcoming them after they sign on
October 20, 2021
Seamless client onboarding because of Dubsado
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
37.5%
3.8
N/A
N/A
50%
5.0
33.333333333333336%
3.3
N/A
N/A
37.5%
3.8
N/A
N/A
N/A
N/A
35%
3.5
N/A
N/A
- It’s provided a better client experience
October 13, 2021
Robust, powerful and beautiful CRM
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
70%
7.0
50%
5.0
80%
8.0
70%
7.0
73.33333333333333%
7.3
63.33333333333333%
6.3
70%
7.0
70%
7.0
40%
4.0
70%
7.0
- Less manual work
- Better customer experience
- Visibility on profit and loss
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.
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.
October 12, 2021
Dubsado is the most customizable CRM available
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
63.33333333333333%
6.3
23.333333333333336%
2.3
30%
3.0
70%
7.0
N/A
N/A
50%
5.0
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
- It takes a lot of time to set up, but once you do (or hire a professional) you will have an amazing and efficient system that allows for an excellent client experience
- Having tried other platforms, I appreciate the customizable features of Dubsado not found elsewhere. Its workflows/automations are superior to some other systems
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.
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.
84.28571428571429%
8.4
N/A
N/A
30%
3.0
90%
9.0
75%
7.5
40%
4.0
35%
3.5
N/A
N/A
N/A
N/A
N/A
N/A
- Clients love how simple the process is to view and pay invoices.
- Sending proposals is simple and creates a user friendly experience. I will say though, if you don't set things up just right, the client or prospect may run into snags in the process.
- The ability to create multiple schedulers and attach a request for payment upon scheduling has been amazing!
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. Combining the two has been a game changer for sure.
2