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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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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 7.5

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 7.2

Integrations with 3rd-party Software

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

4.7
Avg 7.1

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

(1-9 of 9)
Companies can't remove reviews or game the system. Here's why
Karen Cisnero | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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
Robyn MacNeill | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • getting contracts signed
  • allows for customizable forms which integrate with payments etc.
  • embed option to place it on your website
  • payment processing
  • the task list feature is very basic
  • the UI is a little clunky
  • more integrations with other software such as ClickUp
Heather Herring | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
ResellerIncentivized
  • 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.
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