Dubsado is must have for me business and I would be lost without it!
Emilie Smith | TrustRadius Reviewer
September 02, 2020

Dubsado is must have for me business and I would be lost without it!

Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Dubsado

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
  • Simple invoices makes it easier to get paid quicker.
  • Stripe and Paypal invoice integration makes it easier for clients to pay me.
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.

Dubsado Feature Ratings

Customer data management / contact management
8
Workflow management
6
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
Not Rated
Interaction tracking
Not Rated
Channel / partner relationship management
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
10
Email marketing
Not Rated
Task management
6
Billing and invoicing management
10
Reporting
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Custom fields
10
Custom objects
10
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Mobile access
Not Rated