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Dubsado

Dubsado

Overview

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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TrustRadius Insights
TrustRadius Insights
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Popular Features

View all 29 features
  • Contract management (9)
    9.6
    96%
  • Workflow management (9)
    9.4
    94%
  • Billing and invoicing management (9)
    8.4
    84%
  • Custom fields (9)
    8.3
    83%
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Pricing

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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
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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
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Features

Sales Force Automation

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

9
Avg 7.7

Customer Service & Support

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

8.2
Avg 7.5

Marketing Automation

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

8.1
Avg 7.6

CRM Project Management

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

7.6
Avg 7.6

CRM Reporting & Analytics

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

8.3
Avg 7.6

Customization

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

8.8
Avg 7.6

Security

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

7.9
Avg 8.3

Social CRM

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

6.9
Avg 7.3

Integrations with 3rd-party Software

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

4.7
Avg 7.2

Platform

6.9
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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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!

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

Reviews

(1-3 of 3)
Companies can't remove reviews or game the system. Here's why
October 13, 2021

Robust, powerful and beautiful CRM

Karen Cisnero | TrustRadius Reviewer
Karen Cisnero
Founder
Karen Remotely (Management Consulting, 1-10 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
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.
Pros and Cons
  • 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
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 Feature Ratings
Sales Force Automation (9)
70%
7.0
Customer data management / contact management
90%
9.0
Workflow management
90%
9.0
Territory management
N/A
N/A
Opportunity management
80%
8.0
Integration with email client (e.g., Outlook or Gmail)
80%
8.0
Contract management
80%
8.0
Quote & order management
60%
6.0
Interaction tracking
80%
8.0
Channel / partner relationship management
70%
7.0
Customer Service & Support (2)
50%
5.0
Case management
50%
5.0
Help desk management
50%
5.0
Marketing Automation (1)
80%
8.0
Lead management
80%
8.0
CRM Project Management (3)
70%
7.0
Task management
60%
6.0
Billing and invoicing management
80%
8.0
Reporting
70%
7.0
CRM Reporting & Analytics (3)
73.33333333333333%
7.3
Forecasting
80%
8.0
Pipeline visualization
80%
8.0
Customizable reports
60%
6.0
Customization (3)
63.33333333333333%
6.3
Custom fields
60%
6.0
Custom objects
50%
5.0
API for custom integration
80%
8.0
Security (2)
70%
7.0
Role-based user permissions
80%
8.0
Single sign-on capability
60%
6.0
Social CRM (2)
70%
7.0
Social data
70%
7.0
Social engagement
70%
7.0
Integrations with 3rd-party Software (2)
40%
4.0
Marketing automation
40%
4.0
Compensation management
40%
4.0
Platform (1)
70%
7.0
Mobile access
70%
7.0
Return on Investment
  • Less manual work
  • Better customer experience
  • Visibility on profit and loss
Alternatives Considered
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.
Other Software Used
Usability
8
We use Dubsado for our SchedulerLead Capture formProposalInvoicingContractFeedback formEmail automationProcess automationIt 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.
Support Rating
7
They don’t have live support chat but they have email support. They get back to their customers fairly quickly and continues to provide free resources that will help users understand how it works.

The only thing is that they take time when it comes to implementing features that makes so much sense to implement given many users have encountered similar issues while using the tool.

But they have a great social community so that helps.
October 12, 2021

Dubsado is the most customizable CRM available

Robyn MacNeill | TrustRadius Reviewer
Robyn MacNeill
CEO, Leadership & Success Coach
Robyn MacNeill Co. (Management Consulting, 1-10 employees)
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
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 and Cons
  • 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
Likelihood to Recommend
If you are not tech savvy, you should hire a professional to set up your Dubsado workflow.
Dubsado Feature Ratings
Sales Force Automation (9)
63.33333333333333%
6.3
Customer data management / contact management
80%
8.0
Workflow management
90%
9.0
Territory management
N/A
N/A
Opportunity management
N/A
N/A
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
100%
10.0
Quote & order management
100%
10.0
Interaction tracking
100%
10.0
Channel / partner relationship management
N/A
N/A
Customer Service & Support (3)
23.333333333333336%
2.3
Case management
70%
7.0
Call center management
N/A
N/A
Help desk management
N/A
N/A
Marketing Automation (2)
30%
3.0
Lead management
60%
6.0
Email marketing
N/A
N/A
CRM Project Management (3)
70%
7.0
Task management
70%
7.0
Billing and invoicing management
70%
7.0
Reporting
70%
7.0
CRM Reporting & Analytics (3)
N/A
N/A
Forecasting
N/A
N/A
Pipeline visualization
N/A
N/A
Customizable reports
N/A
N/A
Customization (4)
50%
5.0
Custom fields
100%
10.0
Custom objects
100%
10.0
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
N/A
N/A
Role-based user permissions
N/A
N/A
Single sign-on capability
N/A
N/A
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform
N/A
N/A
Return on Investment
  • 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
Alternatives Considered
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.
Other Software Used
Usability
8
There is a learning curve to Dubsado, however, you can create a basic setup easily using the training videos provided by the platform.
Support Rating
10
The support is amazing. They are always quick to get your issues sorted. I have never had to wait longer than 4 hours to get an issue resolved (and usually its within 2 hours)
September 02, 2020

Dubsado is the BEST CRM for small business!

Morgan Specht | TrustRadius Reviewer
Morgan Specht
Owner + Designer
Specht & Co. Creative Studio (Design, 1-10 employees)
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
I use Dubsado to manage invoice, contracts, questionnaires, and feedback forms for my Graphic and Web Design Business.
Pros and Cons
  • 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
Likelihood to Recommend
I would say it's best suited for small businesses (solo entrepreneurs or less than 10 employees) who work on a project basis.
Dubsado Feature Ratings
Sales Force Automation (7)
58.57142857142857%
5.9
Customer data management / contact management
100%
10.0
Workflow management
20%
2.0
Opportunity management
50%
5.0
Integration with email client (e.g., Outlook or Gmail)
60%
6.0
Contract management
80%
8.0
Quote & order management
80%
8.0
Interaction tracking
20%
2.0
Customer Service & Support
N/A
N/A
Marketing Automation (1)
60%
6.0
Lead management
60%
6.0
CRM Project Management (3)
63.33333333333333%
6.3
Task management
10%
1.0
Billing and invoicing management
100%
10.0
Reporting
80%
8.0
CRM Reporting & Analytics (3)
26.666666666666664%
2.7
Forecasting
60%
6.0
Pipeline visualization
10%
1.0
Customizable reports
10%
1.0
Customization (4)
50%
5.0
Custom fields
100%
10.0
Custom objects
80%
8.0
Scripting environment
10%
1.0
API for custom integration
10%
1.0
Security (2)
50%
5.0
Role-based user permissions
50%
5.0
Single sign-on capability
50%
5.0
Social CRM (2)
10%
1.0
Social data
10%
1.0
Social engagement
10%
1.0
Integrations with 3rd-party Software (2)
10%
1.0
Marketing automation
10%
1.0
Compensation management
10%
1.0
Platform (1)
10%
1.0
Mobile access
10%
1.0
Return on Investment
  • Clients are excited to hire me because my onboarding process is so professional
  • Easy of use makes collecting payment from clients easy
  • Streamlined process allows me to charge more for my services
Alternatives Considered
17 Hats was too complicated, not very visually appealing, and very expensive compared to Dubsado.
Other Software Used
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