(4.0 / 5)3+ Ratings

Dubsado Reviews

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Overall Rating

4.0

3 Reviews

533%
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About Dubsado

Dubsado is a business management platform designed to help entrepreneurs and small business owners manage their clients, automate their work, and grow their businesses. It offers a suite of tools including contract creation, invoicing, form templates, workflows, and client portals. The platform is highly customizable, allowing users to tailor it to their specific business needs. Dubsado also integrates with various other tools and services, making it a versatile solution for managing all aspects of a business in one place.

Dubsado Pros & Cons

Pros of Dubsado:

Streamlined Workflow: Dubsado automates and simplifies business processes, enhancing productivity.
Customized Client Interaction: It allows for personalized client portals, improving brand image and client relationships.
Informed Financial Decisions: Provides a comprehensive overview of financial data, aiding in smarter financial decisions.
Automation Features: Includes automated workflows, recurring payments, confirmation emails, and payment reminders.
Client Management: Tracks clients’ details, contracts, invoices, and communication in one place.
Dynamic Proposals: Offers flexible, dynamic templates for proposals that can be customized and populated instantly.
Secure Portal: Allows for secure storage of sensitive information like contracts, invoices, passwords, and logins.
Time-Saving: Significantly reduces the time spent onboarding new clients and managing client interactions.

Cons of Dubsado:

Complexity: Dubsado has a steep learning curve due to its numerous features and customization options.
Initial Learning Phase: Requires time and effort to master, which can slow down initial productivity.
Limited Third-Party Integrations: Does not support all third-party app integrations, which can be a limitation for some users.
Cost: The pricing may seem steep for small businesses or freelancers, although many find it a worthwhile investment in the long run.

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Dubsado Customer Reviews (3)

0/5

Harry Bowen

Verified Buyer

Jul 13, 2024

Murray Schultz

Verified Buyer

Jul 12, 2024

Susanne Wolf

Verified Buyer

Jul 8, 2024

Dubsado Customer’s Q&A

No question yet

Dubsado Features and Benefits

Key Features and Benefits of Dubsado:

Customizable Form Templates: Impress clients with contracts, lead capture forms, questionnaires, and proposals that reflect your brand.
Invoicing & Reporting: Send easy-to-pay online invoices and automate reminders to ensure timely payments.
Personable Automation: Automate day-to-day tasks using workflows and appointment schedulers while maintaining a personal touch.
Built-in Scheduler: Allow clients to book calls, sessions, and appointments directly from your website.
Client Portals: Provide clients with a home base to access project details, view documents, and pay invoices.
Integrated Payment Solution: Seamlessly process payments worldwide with Dubsado Payments powered by Stripe.
Workflows: Streamline processes with automation, converting leads into paying customers efficiently.
Client Acquisition: Use automated onboarding to quickly bring in new clients.
Proposals: Enable clients to make selections, sign contracts, and pay invoices all on your website.
Customization: Fully customize forms, email templates, and more, ensuring no Dubsado branding is visible.
Customer Support: Access dedicated support 7 days a week.
Integrations: Connect with Quickbooks, Xero, Zapier, Cloudspot, video conferencing apps, email providers, and calendar apps.

Benefits:

Efficiency: Save time by automating repetitive tasks.
Professionalism: Present a polished and consistent brand image.
Convenience: Manage all business operations from one platform.
Client Satisfaction: Enhance client experience with personalized and efficient service.
Scalability: Grow your business with tools that adapt to your needs.

Dubsado Pricing

Dubsado offers two main pricing plans:

Starter Plan:
- $20/month or $200/year
- Includes unlimited projects & clients, invoicing & payment plans, form & email templates
Premier Plan:
- $40/month or $400/year
- Includes everything in the Starter Plan, plus scheduling, automated workflows, public proposals, multiple lead captures, and Zapier integration

Add-ons:

Additional Brands: $10 per brand/month
Additional Users:
- 4-10 users: $25/month
- 11-20 users: $45/month
- 21-30 users: $60/month

Free Trial: Limit of 3 clients with no time limit.

Dubsado FAQs

Dubsado Alternatives

Here are the top 10 Dubsado alternatives:

Moxie: A user-friendly CRM tool with features like project management, invoicing, and time tracking. It offers a simple setup process and customizable templates.
Honeybook: A popular choice among creative entrepreneurs, combining CRM features with streamlined project management tools for handling contracts, payments, and client communication.
Hello Bonsai: A comprehensive suite of tools for freelancers and solopreneurs, including proposals, contracts, invoicing, time tracking, and expense management.
Clickup: A project management tool that also offers CRM functionalities, allowing you to manage clients, track projects, and collaborate with team members efficiently.
Plutio: A powerful all-in-one CRM platform for freelancers and small businesses, offering features like project management, invoicing, proposals, and time tracking.
17hats: An integrated CRM and business management solution designed for creative professionals, providing features like lead capture, contract management, invoicing, and email automation.
Bitrix24: A collaboration and CRM platform that offers real-time communication, client interaction management, task and project management, and document management.
Freshsales: A sales CRM from Freshworks that includes lead and deal management, event tracking, and email integration, making it a robust alternative for sales-focused businesses.
Salesmate: A centralized sales CRM platform that focuses on marketing to accelerate sales and improve productivity, with features like a sales pipeline and built-in communication tools.
Notion: A versatile productivity tool that can be tailored to function as a CRM system, offering customizable templates and database capabilities for a personalized CRM solution.