--- title: Dubsado Reviews meta_title: 'Dubsado Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 75 reviews by the users' company size, role or industry to find out how Dubsado works for a business like yours. aggregate_rating: rating_value: 4.3 review_count: 75 scale: '5' date_modified: '2026-06-17' parent_category: name: Process Automation url: https://www.g2.com/categories/process-automation --- # Dubsado Reviews **Vendor:** Dubsado **Category:** [Workflow Management Software](https://www.g2.com/categories/workflow-management) **Average Rating:** 4.3/5.0 **Total Reviews:** 75 ## About Dubsado Business Management Solution ## Dubsado Pros & Cons **What users like:** - Users value the **seamless automation** in Dubsado, enhancing efficiency and supporting scalable business growth effortlessly. (1 reviews) - Users appreciate the **outstanding customer support** of Dubsado, which enhances their overall experience and satisfaction. (1 reviews) - Users love the **time-saving automations** of Dubsado, allowing their businesses to run on autopilot effortlessly. (1 reviews) **What users dislike:** - Users find Dubsado's **complexity** frustrating, often requiring extensive searching and problem-solving for simple tasks. (1 reviews) - Users face a **steep learning curve** with Dubsado, finding the interface confusing and not always user-friendly. (1 reviews) - Users find Dubsado **not intuitive** , often feeling confused and overwhelmed while navigating its features. (1 reviews) ## Dubsado Reviews ### 1. Efficient CRM with Room for Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Rowan W. | Photographer, Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2026 **What do you like best about Dubsado?** I really like the calendar scheduling system in Dubsado. It's a great feature because it allows me to send a link to my clients, making it easy for them to pick a day and time that suits them for mutual meetings. This feature eliminates the need for back and forth email conversations about suitable dates and times. I also find the online payment feature really good, as it makes taking payments quick and easy. Clients can pay their invoices with just a couple of clicks of a button. **What do you dislike about Dubsado?** Sometimes the tool can be quite buggy. Pages load with old information on them, and they don't update quickly enough. The initial setup was quite confusing and took a long time, and I had to go to the Facebook group to get help. **What problems is Dubsado solving and how is that benefiting you?** I use Dubsado to manage client files, contracts, invoices, and easily handle online payments. It simplifies email sequences for onboarding and reduces the need for back-and-forth scheduling emails with its calendar feature. ### 2. High Automation, Worth the Learning Curve **Rating:** 5.0/5.0 stars **Reviewed by:** Precious M. | Jr. Client Relations Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** January 31, 2026 **What do you like best about Dubsado?** I love the automations that Dubsado offers, which is a big reason I chose it over HoneyBook. HoneyBook might be easier to start with, but I knew my company was going to scale and Dubsado is perfect for that. Dubsado allows my business to grow without needing to change software. Once automations are set, they work seamlessly whether I'm managing just one person or a whole team of up to 15 people or more. This setup lets my business run on autopilot in some areas, automatically sending emails and triggering questionnaires after a new inquiry, which has been revolutionary for me. The customer support is also great, extending my free trials and working with me to ensure everything runs smoothly. I think Dubsado is a fantastic product, especially if you're willing to invest some time in learning it. The tutorials, alongside tools like ChatGPT, make this process manageable. Overall, I appreciate Dubsado's comprehensive features and the system in place for automation. **What do you dislike about Dubsado?** I feel like some of the looks and the feel of Dubsado seemed outdated, even after upgrading to a new version. Sometimes, I feel like I have to go through a lot to get something done, and it can be a little confusing. It's not always a simple 'plug and play' experience, and sometimes you have to search and figure things out. But they do have resources to help. **What problems is Dubsado solving and how is that benefiting you?** I use Dubsado to automate my business processes like contracts, proposals, and invoices, minimizing operational work. Its integrations let me focus on growing my business while everything flows seamlessly, like scheduling consultations directly through my website. ### 3. Fantastic CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Graphic Design | Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2025 **What do you like best about Dubsado?** It’s brilliant for keeping contracts, invoices, scheduling and time tracking all in one place. The first time I sent a proposal to a client, it was accepted, contact signed and invoice paid within 5 minutes of me sending it. **What do you dislike about Dubsado?** I really wish the client portal and task features were more usable as a client portal and project management tool. They do have a client portal and you can set tasks and reminder but it doesn’t really work all that well. **What problems is Dubsado solving and how is that benefiting you?** It’s amazing for scheduling meetings, setting up automations and workflows to save time and keeping all my contracts and invoices in one place. ### 4. Better Than Most CRM Out There **Rating:** 4.5/5.0 stars **Reviewed by:** Dr. Omotola t. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 11, 2023 **What do you like best about Dubsado?** It's easy to use and very reliable. I really love the workflow feature best because it makes it easy to outline the work that needs to get done and have an internal and external timeline. **What do you dislike about Dubsado?** There is no app for this crm yet and sometimes, it's hard to use the website on a mobile phone or tablet. I am looking forward to the launch off their app for mobile phones and tablets. **What problems is Dubsado solving and how is that benefiting you?** It has made my work more profession and now I have a portal clients can log into and it centralized my documents for clients instead of getting so many emails with too many attachment without any labelling. ### 5. Great CRM for creatives **Rating:** 5.0/5.0 stars **Reviewed by:** Anna B. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2023 **What do you like best about Dubsado?** It's versatile and functional and able to be completely made to look on brand for my business which I love. It integrates with my systems easily and is easy to use. **What do you dislike about Dubsado?** While I have only used Dubsado and can't compare to other CRMs I do wish it had an app for my phone. That is my only real complaint is no app. Everything else is really great. **What problems is Dubsado solving and how is that benefiting you?** Organizing clients and the projects. It keeps multiple projects with same client organized which is great. I also love the ease of payment and professional big business look for this solo entrepreneur. ### 6. It Made a Big Difference **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Photography | Small-Business (50 or fewer emp.) **Reviewed Date:** June 20, 2023 **What do you like best about Dubsado?** The automations are super helpful and made all the difference when I began to scale my pet photography business. I love being able to set up different workflows and let it run automatically in the background or send me reminders so I don't forget anything in my client experience. Also, the contract tracking is amazing! **What do you dislike about Dubsado?** The worst part about Dubsado is that it is not an easy system to move from or to download all your client information from easily. I am going to be moving to a new CRM and don't have an easy way to move my client information between systems. **What problems is Dubsado solving and how is that benefiting you?** Handling a large number of clients that all have different contracts, workflows, and client communications. It helps me to keep everything in one place and easily reference client information. ### 7. BTN DUBSADO REVIEW **Rating:** 5.0/5.0 stars **Reviewed by:** BT N. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** March 08, 2023 **What do you like best about Dubsado?** Integrating accounting, contracts and proposal(s) when dealing with clients. It is a CRM workspace software with scheduling and contact list management. The best is the ability to integrate with other software. **What do you dislike about Dubsado?** There are a few limiting issues with the software, such as the inability to control print margins and restraining factors with the statement of invoices. It is currently not possible to print and send a statement to clients highlighting pending invoices. **What problems is Dubsado solving and how is that benefiting you?** Client Management Relations and process automation with project management, invoicing and keeping track of contracts. Additionally, Dubsado removes the laborious manual processes, and best of all, digitally signed contracts are possible. ### 8. Great CRM for Small Businesses, Consultants, and Service-Based Businesses **Rating:** 4.5/5.0 stars **Reviewed by:** Anna A. | Founder / Consultant, Management Consulting, Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Dubsado?** Dubsado is a great all-in-one tool for consultants and coaches who offer both preset packages/offers and custom offers. It combines all the essential functions of a front-end CRM, including scheduling links, lead forms, questionnaires/surveys, proposals, contracts, and invoicing manually and with autopay. You can set up one-time payments, payment plans, and recurring invoices. It's also easy to set up and white label for your brand. My clients love the white-labeled client portal feature where they can see everything in one unified hub. The workflows functionality in Dubsado allows me to automate many aspects of our client funnel and inboarding process. The capacity to let the system automate process and then set triggers and reminders for manual tasks, means clients don't fall through the cracks, they can find everything they need and we spend less time making sure contracts get signed and invoices get paid. **What do you dislike about Dubsado?** There are some advanced features like being able to assign payment plans to a package that aren't available yet. Right now, my biggest headache, is that if I send a proposal with multiple packages to choose from that have different payment plan options, I can't generate the invoice automatically from the proposal because the payment plan can only be applied to the invoice not the package. **What problems is Dubsado solving and how is that benefiting you?** Dubsado solves needing a front-end sales and client management product that can handle discovery, proposals, contracts, and payments in an automated fashion, saving us time and human error when closing sales and maintaining client relationships. ### 9. Dubsado was a highly efficient and helpful tool **Rating:** 5.0/5.0 stars **Reviewed by:** Raylin K. | Medical billing and consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2023 **What do you like best about Dubsado?** My emails and tasks are easily found, catagorized very well. Email communications with clients are **What do you dislike about Dubsado?** The tasks features become hard to archive. Takes several steps to finally archive tasks. **What problems is Dubsado solving and how is that benefiting you?** keeping client accounts well managed and emails easily obtainable ### 10. A tool that every business needs **Rating:** 5.0/5.0 stars **Reviewed by:** Aaron Y. | Operations Director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2022 **What do you like best about Dubsado?** The workflows integrated with client management and even automated emails takes our service to a whole new level. It allows us to seamlessly communicate with potential clients and efficiently and professionally onboard a client once they sign proposal (which can also be created in Dubsado) **What do you dislike about Dubsado?** I don't know that I have found any downsides to the platform yet. Maybe the learning curve. It takes some time to get use to the platform but that comes with any new technology/software. **What problems is Dubsado solving and how is that benefiting you?** Proposals, onboarding of clients, responses to potential clients and a number of other things. This frees up our team to do what we do best, which is accounting. We can trust that dubsado will guide us through the workflow and get us where we need to be ### 11. Great for starting a business and for freelancers! **Rating:** 5.0/5.0 stars **Reviewed by:** Jaclyn H. | COO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2022 **What do you like best about Dubsado?** I love all of the ways you can set up templates so you don't have to type the same emails over and over again. I also love how clean everything looks when you are communicating to your clients, from invoices to sending contracts. **What do you dislike about Dubsado?** It doesn't seem to be built for companies that have more than a few employees or who use sub-contractors that may need to communicate to clients if you want to track all communication. **Recommendations to others considering Dubsado:** Do their Dubsado Beginner Study Group before setting up your account so you can understand it and set it up properly. Probably the best training I have ever received from a company. **What problems is Dubsado solving and how is that benefiting you?** Dubsado helps make invoicing easy by sending reminders to clients automatically and sending recurring invoices automatically so i don't have to think about it! It also allows us to keep things everything organized in a client file like contracts, proposals, communications, and invoices. It also helps us capture leads and process those leads so we ensure no potential client gets lost. ### 12. Good tool from the available ones. **Rating:** 4.5/5.0 stars **Reviewed by:** Sachin N. | Director of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** April 26, 2022 **What do you like best about Dubsado?** The best part is how you can send branded proposals, and link your proposals to contracts and invoices. I also like how you can link invoices to your scheduler. The workflow feature helps set automation for the usual admin steps. I also like how strong and active their community is so you can always get answers to your questions. **What do you dislike about Dubsado?** Certain missing features include how you cannot set up project management or task boards, it's not very suited for slightly bigger teams and you also cannot set up email campaigns. Since it caters to a lot of industries, some or the other feature specific to the industry gets left out. Their payment schedules are slightly complicated as well. **What problems is Dubsado solving and how is that benefiting you?** Setting up automation for small businesses and helping my clients streamline their processes across various industries. The pricing is decent as well. It can serve as a project management tool (to an extent), a marketing automation tool, and a CRM. ### 13. Good Automation for Solopreneurs **Rating:** 4.5/5.0 stars **Reviewed by:** Kanika S. | Executive Technical Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2022 **What do you like best about Dubsado?** The way you can design the proposals, questionnaires, and other forms makes it competitive when compared to other brands as you can design branded forms. The workflows that you create are great as well and can take care of the usual admin steps in most cases. **What do you dislike about Dubsado?** The user interface is not very intuitive. Of course, some certified specialists can help you set up your account but that doesn't help as they are very expensive. Plus, it's not a great tool if you need to hire someone to do the basics so you can start. **What problems is Dubsado solving and how is that benefiting you?** You can send Proposals, Contracts, and Invoices at the same time. Use it as a Project Management tool. Can also use it as a scheduler. Overall, it's a great app for solopreneurs or small businesses consisting of 2-4 people especially if you are a coach, designers (web, graphic, or interior), photographers, attorneys, marketing agencies, event planners, etc. ### 14. High learning curve, but soooo rewarding!!! Dubsado is the best CRM/Client management system! **Rating:** 4.5/5.0 stars **Reviewed by:** M H. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 26, 2021 **What do you like best about Dubsado?** The versatility and the software makes Dubsado one of the best client management softwares out there. It includes an invoice system, CRM and basic email features. It also includes templates for many situations, like replies and invoice reminders and much more! **What do you dislike about Dubsado?** At first, I found myself being overwhelmed by all the features that Dubsado offers, and pretty much found a new awesome feature behind every button. Not a bad thing per-se, but a bit too much when you just want to start quickly. However, they also have a great collection of courses available, up to the point of becoming a Dubsado certified professional! What more can you ask for! **Recommendations to others considering Dubsado:** This is a must-have tool for any small to medium-sized business. As for the learning curve, it is all worth it and to be honest, once you start working with it, it all makes so much sense! **What problems is Dubsado solving and how is that benefiting you?** Dubsado helps me communicate with my clients, send them invoices and keep track of all the work and projects. Sending out invoices is a lot quicker and easier to keep track of. Also, it has a ton of more features to automate a lot of processes. For example, after people sign up through an integrated sign-up form, they get automated email, questionnaires, invoices and much more. **Official Response from Joleena Henson:** > Hi Maurice, Thank you so much for taking the time to write this review! We love seeing the different ways that people utilize Dubsado. I'm so happy to hear that you found our education resources helpful. As always, the team is a quick chat away if you ever need any help along the way. Thanks again! ### 15. Dubsado is a lifesaver for my business! **Rating:** 5.0/5.0 stars **Reviewed by:** Craig D. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** August 31, 2022 **What do you like best about Dubsado?** I love that I can automate interactions. **What do you dislike about Dubsado?** I wish it offered texting in its workflows. **What problems is Dubsado solving and how is that benefiting you?** It helps me stay on top of new leads, while also better serving my current client base. ### 16. Life and business saver! **Rating:** 5.0/5.0 stars **Reviewed by:** Nicte C. | LinkedIn Instructor & Author, Small-Business (50 or fewer emp.) **Reviewed Date:** December 02, 2021 **What do you like best about Dubsado?** I love how Dubsado has increased my proposal and client onboarding workflow by 2000%! It used to take me weeks formulating proposals, designing them, and customizing them every single time. Then sending my clients a welcome packet and other important materials in so many emails. Now I have workflows that I can trigger, designed proposals I can send that day with options for my clients. And I don't have to worry about sending contracts and invoices because it's all automated! **What do you dislike about Dubsado?** There are issues with non-Gmail email syncing with the Dubsado system. So, sometimes I miss emails from clients inside Dubsado. Thankfully the team is great about trying to troubleshoot this anytime it happens. **What problems is Dubsado solving and how is that benefiting you?** I have an entire training hub inside Dubsado and a fantastic client welcome packet that saves me time from explaining things over and over. But for me, the magic is in the proposals and workflows. It's like having a PM on staff taking care of this to ensure a smooth client experience. **Official Response from Joleena Henson:** > Hi Nicte, Thank you for taking the time to write this review of Dubsado! Your kind words are so appreciated. We're so happy to hear it has increased your client onboarding experience! We are continuously working on improving our email integration, we do appreciate the feedback. The team is always here to help if you have any questions along the way! - Joleena The Dubsado Team ### 17. Onboarding of new clients is now a breeze! **Rating:** 5.0/5.0 stars **Reviewed by:** Adonya W. | Virtual Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 24, 2021 **What do you like best about Dubsado?** I prefer specific processes to be on autopilot, which makes things easier for new clients and me. Dubsado has saved me so much time because I can onboard and manage clients with greater efficiency. Plus, compared to similar products, this app simply offers more features at a better price point. **What do you dislike about Dubsado?** It would be nice not to have to create a new client project whenever an existing one signs a new contract. **What problems is Dubsado solving and how is that benefiting you?** I love being able to manage all aspects of the client lifecycle in a single location. I don't have to go to a different system to email, invoice, schedule, or send documents. **Official Response from Joleena Henson:** > Hi Adonya, Thank you so much for taking the time to write a review about Dubsado! We appreciate the kind words and feedback. All projects can only have 1 main contract, but a solution to creating a new project for another contract could be adding a sub-agreement to the existing project instead. If you would like to learn more, send us a chat and the team will be happy to help you out with that! Thanks again. :) ### 18. DUBSADO IS THE BEST CRM TOOL **Rating:** 5.0/5.0 stars **Reviewed by:** Trenice B. | CHIEF COMMUNICATION OFFICER /PUBLICIST, Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2021 **What do you like best about Dubsado?** The best thing about Dubsado is I can manage all my projects and collect payments all in one place. I use Dubsado as my primary way to collect data, communicate with my clients, and keep track of their projects. **What do you dislike about Dubsado?** I'm not too fond of the lack of customization. If you want to slay your Dubsado, you'll have to purchase a template. Dubsado just started working on a new BETA interface for their forms. So that's a plus. **Recommendations to others considering Dubsado:** The best investment you'll ever make for your business. It does take time to set it up, but it's worth it. **What problems is Dubsado solving and how is that benefiting you?** Dubsado makes it easy for me to keep all my notes, appointments, payments, and project progress in one place. My team and I are more productive in my business. I **Official Response from Joleena Henson:** > Hi Trenice, Thank you so much for the kind words and great review of Dubsado! Yes, as you mentioned, we are looking at ways to optimize forms to the fullest. We're hoping to release the new form builder in the near future. So happy to hear that we've helped making your work process easy by keeping everything in one place. As always, the team is one chat away if you need us. Thanks again for taking the time to write this review! - Joleena The Dubsado Team ### 19. affordable software for small business owner **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Newspapers | Small-Business (50 or fewer emp.) **Reviewed Date:** January 06, 2022 **What do you like best about Dubsado?** I like that I can write form responses to some of my most common emails so replying to customers and sending them contracts, invoices and proofs to approve are very quick. I also like that I can automate reminders about upcoming payments or late payments. This has really cut down on the number of clients who are 60 days or more past due. Clients with the same monthly recurring payment can be set up automatically so you don't have to create an invoice for them every month. **What do you dislike about Dubsado?** When I am trying to narrow down a search and find everyone who is overdue or late payments, each time I go back to that list I have to do the search all over again. It isn't very fast to find a specific list of contacts and look up just their accounts. **Recommendations to others considering Dubsado:** This is the perfect solution if you are a small business owner who wants to have one place where customer contacts are made. Everything is stored in one place. If you need more advanced bookkeeping functions like statements or aging reports, this isn't for you. **What problems is Dubsado solving and how is that benefiting you?** Creating contracts, getting them electronically signed and invoices sent are much faster for us now. Our communications with each customer is consistent because we have set up form emails that include all the important details we need to make sure we mention or ask. **Official Response from Joleena Henson:** > Hi there, Thank you for taking the time to write a review! We love that we help make running your business easier by keeping everything stored in one place. It's great that your communication with customers has improved since using Dubsado! We're always looking for ways to improve the system, we would love to improve the search-ability throughout the system. Thanks again for the feedback and taking the time to write this! -Joleena The Dubsado Team ### 20. Best Operations Solution for Small Businesses! **Rating:** 5.0/5.0 stars **Reviewed by:** Tamara S. | SEO Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2021 **What do you like best about Dubsado?** I love that Dubsado is an all-inclusive tool! You can schedule appointments, get paid, send contracts, send emails, etc - all within this software. Since I've used this tool, my clients truly feel like they have a smooth customer experience. **What do you dislike about Dubsado?** There's not much that I dislike! And if I've had an issue with something, I was able to chat with support and they helped me find a solution, pointed me to the support article, or let me know that they'd consider it as a future feature. **What problems is Dubsado solving and how is that benefiting you?** I've solved a majority of my operations problems! Using Dubsado made me evaluate my processes, simply them, and then implement workflows that can be easily scaled. **Official Response from Joleena Henson:** > Hi Tamara, We are so happy to hear that Dubsado has helped solve the majority of your operations problems! We do hope to make running a business easier. Thank you for the kind words and taking the time to write this review. We so appreciate it! As always, the team is one chat away if you need us. - Joleena The Dubsado Team ### 21. The best way to onboard my clients! **Rating:** 5.0/5.0 stars **Reviewed by:** Mariana G. | Business Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2022 **What do you like best about Dubsado?** Easy to build templates, invoices and proposals. Avoid the repetition of tasks, since I have pretty much all created in advance! **What do you dislike about Dubsado?** I'd love to have more calendar templates for each of my team members and be able to get paid on multiple currencies. **What problems is Dubsado solving and how is that benefiting you?** I solve many of my daily time consuming tasks, such as emailing, invoicing, invoice reminders and automated workflows. ### 22. Wonderful, all-in-one client management tool for service based businesses **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** January 19, 2022 **What do you like best about Dubsado?** I love that it replaced about six different softwares for me (contracts, invoicing, payment processing, forms, client portal, scheduler). It is customizable and many of the features can be automated. I also love the customer support team. The owners and team are always improving the software and adding new features. **What do you dislike about Dubsado?** I wish it had an app so that I can be notified when I get a new lead or when a client completes a form, etc. For now, I have the Dubsado URL saved on my homescreen on my phone to easily access. **What problems is Dubsado solving and how is that benefiting you?** For me it has replaced about six different softwares with my business and client management. It saves me time and makes a great customer experience for new clients that need to sign contracts, make payments, complete forms, etc. ### 23. Dubsado Rocks **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2021 **What do you like best about Dubsado?** I love Dubsado's workflows, seamless automations, and overall costs. When compared to traditional legal software you get more bang for your buck and are able to leverage technology as you scale your firm. **What do you dislike about Dubsado?** I'm not too fond of Dubsado's contract signature software is not verified nor does it allow for multiple-party signatures. I've been a member of Dubsado for 4-5 years and this feature has not come to fruition yet. This is incredibly important in the age of delivering services virtually. **What problems is Dubsado solving and how is that benefiting you?** Dubsado is helping us communicate in mass with our clients, organize leads, track lead sources, send beautifully crafted proposals and emails and organize our client communications. **Official Response from Joleena Henson:** > Hi there, Thank you for taking the time to write this review and submit your feedback! We are happy to hear that automations are helping you run your business seamlessly. We are currently running a beta of the new form builder which does include a more verified e-signature option on the contracts! We hope to launch the new form builder in the near future. As always, we are one chat away if you have any questions! Thanks again. - Joleena The Dubsado Team ### 24. Easy way to send client contracts, track leads and project status. **Rating:** 5.0/5.0 stars **Reviewed by:** Jolinda S. | Chief Executive Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** August 31, 2021 **What do you like best about Dubsado?** I like that I can tell immediately when a prospect has signed my contracts and at a glance I can see where everyone is in my pipeline. **What do you dislike about Dubsado?** There is SO much you can do in Dubsado so it can feel overwhelming if you don't take it a step at a time. **What problems is Dubsado solving and how is that benefiting you?** I am getting my contracts set up for digital sending and signature, I am housing all form and leads in one place and I can easily track the status of any prospect or client based on workflows I set up. **Official Response from Joleena Henson:** > Hi Jolinda, Thank you so much for the kind review! So glad to hear you're finding your workflow process to be easier with Dubsado. :) ### 25. Dubsado Review from Dubsado Certfied Pro **Rating:** 5.0/5.0 stars **Reviewed by:** Katrina B. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2021 **What do you like best about Dubsado?** Dubsado has great automations and workflows. I love being able to keep track of leads and clients, process payments, and create meetings all in one place. **What do you dislike about Dubsado?** I wish there was a bit more conditional logic as well as a mobile app. **What problems is Dubsado solving and how is that benefiting you?** I can track my project sources, project my income, send invoices & emails, sign contracts and so much more all in one platform. **Official Response from Joleena Henson:** > Hi Katrina, Congrats on becoming a Certified Specialist! Thank you for taking the time to write this review of Dubsado. We love that you enjoy workflows and keeping everything in one place. We do hope to implement more conditional logic as well as a mobile app in the future! Thanks again for the feedback, as always the team is one chat away if you need us. - Joleena The Dubsado Team ### 26. Robust CRM For Multiple Business Categories **Rating:** 5.0/5.0 stars **Reviewed by:** Keara M. | Director of Events and Sales, Civic & Social Organization, Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2020 **What do you like best about Dubsado?** Where do I even begin? Dubsado has been a game changer for our business. The ease of use/simplicity of the system is what I like best about it. Many CRMs that are tailored to my industry (wedding venue) have so many features that are a complete waste for a site like ours. Dubsado allowed us to move our contract signing, payments, etc all online which has saved countless hours on the back end. It is also VERY affordable, which is probably my favorite feature. **What do you dislike about Dubsado?** Because it's a relatively new CRM, there are some features that are not yet available (including an app). But the team is constantly working and adding new features to Dubsado! **What problems is Dubsado solving and how is that benefiting you?** Contract signing, accepting payments, inquiries, lead tracking, automated emails, scheduling tours and meetings, the list goes on. It has completely streamlined the client process for me. **Official Response from Joleena Henson:** > Hi Keara, Thank you so much for your review! I'm happy to hear that we have been a game changer for your businesses. The ease of use for the client is a top priority. As always, the team is one chat away if you ever need us! ### 27. Dubsado is like an answered prayer! **Rating:** 5.0/5.0 stars **Reviewed by:** Karen B. | Freelance Designer, Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2020 **What do you like best about Dubsado?** I instantly liked that they were much more open to allowing interested users to take their time in learning their software program and, taking in all the ways that Dubsado can help make their business more efficient. I also found their price reasonable considering all their customization capabilities, from workflows, to payment plans, various custom forms such as proposals and packages which I like that you can combine the invoice and selected service to present to clients. I absolutely love the canned emails service, you can get as customized as you want with them and selecting when to approve or automate before sending. When questions arose, it was easy to find multiple well explained and easy to follow videos of their staff and other users who also use and love their CRM system when I hopped on a call, of which they offer 3 free calls a month, I found that to be great enticing customer service, Cameron listened to my questions and helped me figure out which way might be best for me to utilize their program. I also like that they offer easy to drag and drop Questionnaires, which have become some of my favorite features among their various answering options. I've also enjoyed their easy to make forms, and the variety of forms you can make. I really like that they don't limit the payment methods, that alone had me gravitate towards them instead of their competitors, you can make customized payment plans, discounts, and keep on eye on your expenses and upcoming payments. I like their dashboard layout showing you your financial goals, achievements and projects. you really can do a lot with just one program. **What do you dislike about Dubsado?** Given their extensive capabilities, it took me a little long to figure out how things work, and where to start but they provide a useful checklist, and I know it's worth it in the long run, so it's not even really a huge dislike actually. **Recommendations to others considering Dubsado:** make sure you have your project-specific processes and payment schedules confirmed, make note of commonly sent emails to input onto your canned emails, watch as many videos as you can find pertaining to your questions or reach out to their friendly team to schedule a one on one call for better guidance. **What problems is Dubsado solving and how is that benefiting you?** Business organization, It really helped get me better organized with my service process, explaining the steps, inclusions per package, and pricing. I love being able to see the processes of each service type I offer, making unlimited questionnaires, forms, and payment plans. It was also easy to apply the CSS coded Lead capture form onto my personal website in order to organized my potential job leads and clients. I liked that you can also respond to emails from their platform. I absolutely love their forms, I have been able to create multiple forms from questionnaires, invoices, proposals, then combine the selected service invoice and make my proposal. I also really like the automation of emails, particularly the commonly sent emails, making for a time saver with cutting time spent on composing repeated emails and making for more efficient production time and smoother customer experience. ### 28. Best way to organize your business flow! **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah R. | Virtual Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** March 06, 2020 **What do you like best about Dubsado?** Dubsado is one of the best platforms out there for small businesses. It offers a great amount of structure, automation, and is overall the most practical way for me to create workflows for my business. The company is also very hands on, listens to users opinions, and is super helpful in setup and answering questions. **What do you dislike about Dubsado?** There isn't much to dislike. Perhaps a little more trainings on the way the to set up invoices and how all of that works. **Recommendations to others considering Dubsado:** If you are a business that needs help managing calendars, automations with emails, workflows then this is for you! **What problems is Dubsado solving and how is that benefiting you?** I am able to keep track of my calendar, scheduling, programs, workflow and SO much more. ### 29. They're adding new features all the time **Rating:** 4.5/5.0 stars **Reviewed by:** Lindsay F. | Owner; Professional Organizer, Design, Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2019 ### 30. The most flexible CRM I’ve ever worked with. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Design | Small-Business (50 or fewer emp.) **Reviewed Date:** March 05, 2020 **What do you like best about Dubsado?** What I like best about Dubsado is the flexibility in allowing me to be creative with my CRM. The Software allows me to fit the information how I needed to work for my business. I think Dubsado has the beautiful advantage right now to work for any type of business and industry because it allows the administrator to be creative in the way the CRM can be populated/ formatted. **What do you dislike about Dubsado?** Though Dubsado is only 4 years old and is self funded, the UI is still at it’s infancy and content is hard to read when you have a lot of it. Unless you are the main administrator and always on it you know where everything is. When I have a new user going through the back end they always have to spend sometime reviewing everything is there and it’s time consuming. I believe accessibility should be improved on the UI and with time I know they will add more features that will help with the content creation on the platform. **Recommendations to others considering Dubsado:** I suggest watching videos online to discover the many ways Dubsado can fulfill your business needs. **What problems is Dubsado solving and how is that benefiting you?** I love the contract feature, and the way the software helps get my payments on time from my clients. Once the contract is set up for a client the invoices get sent to the client automatically and the payment reminders allow me to spend more time being a creative that an account receivable person. I’m also able to share with my clients all proofs of my design work with them so I can periodically share updates without sending useless emails with attachments. Last but not least, I love I can keep all the work created for a client organized within Dubsado, and I love that my clients have their own dedicate portal access so they know where everything is located. This has helped me build a trusty relationship with my clients by keeping all the deliverables available to them even after a project has been completed. ### 31. Game Changer for Small Businesses **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda A. | Social Media Manager, Biotechnology, Small-Business (50 or fewer emp.) **Reviewed Date:** September 12, 2019 **What do you like best about Dubsado?** I love using Dubsado for my workflow, especially onboarding new clients, collecting leads and sending proposals. It's saved me sooo many hours! **What do you dislike about Dubsado?** I think it can be a little complicated for the novice. I am familiar with automations and workflows so to me it's not a problem. If I wasn't, however, it may seem cumbersome and overwhelming. The cost on its cost is also a bit on the high side, but there are tons of discounts out there. **Recommendations to others considering Dubsado:** If you jump in, make sure you do some research and check their help section/trainings to get the most out of it. There are many things you can do with it (embed forms, surveys, create client portals, etc.) that aren't visible at first. Sit down and spend a few hours during a week (not at one time, but over a course of a couple days). Their canned emails and samples are very helpful to guide you! **What problems is Dubsado solving and how is that benefiting you?** My problems of follow up, routine conversations, invoicing and getting paid on time are all benefits for me! I have also realized how unwieldy the proposal process had gotten, and how I'd avoid it because it was too difficult to wrap my mind around. Not anymore! ### 32. Best Workflow System & more for All Business Sizes **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah R. | Business & Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 09, 2020 **What do you like best about Dubsado?** Everything. They have amazing automation features, workflow systems, pretty much everything you need for your business. It makes processes so much easier. **What do you dislike about Dubsado?** The workflow is not very intuitive but the Dubsado team are really helpful. **Recommendations to others considering Dubsado:** If you're a small business, big business, entrepreneur, this is for you. **What problems is Dubsado solving and how is that benefiting you?** It makes running our business a lot smoother and easier to navigate. With the workflow processes and task reminders it's helping us to make life easier. **Official Response from Joleena Henson:** > Hi Sarah! Thank you so much for the kind words! We are so happy to hear you're enjoying Dubsado. As always, the team is one kick chat away if you ever need any help. So happy to have you as part of the Dubsado family. :) ### 33. The best all-in-one tool for business owners! **Rating:** 5.0/5.0 stars **Reviewed by:** Shaylee S. | Owner, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2019 **What do you like best about Dubsado?** Dubsado is a tool that has completely changed my business! Before I was using all different tools and services for things like contracts, invoicing, workflows and it was very difficult to keep up with. With Dubsado I can keep all my clients in one place, track their projects, send invoices, sign contracts, automate workflows, schedule appointments, create forms, track leads, and so much more! If you decide on one tool to use to run your business this should be it. Everything can be branded to match your business and they are constantly adding new features. **What do you dislike about Dubsado?** The initial set up of Dubsado is very demanding and can be complicated. Some of the features can be buggy as well, specifically the form builders. I also wish there were some features that you had more control over or could tweak. **What problems is Dubsado solving and how is that benefiting you?** Dubsado has completely automated my business from the moment a client contacts me up until the completion of their project. It's helped me keep track of my clients and make my entire process much easier for myself and them. ### 34. Fantastic CRM tool for creatives **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Photography | Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2019 **What do you like best about Dubsado?** The Dubsado user interface and ease-of-use is probably the best aspect of the tool, alongside its "form" templates that let you automate things from invoices, to questionnaires. Lastly, the customer support, especially for a relatively small company, is second-to-none. **What do you dislike about Dubsado?** The web-based nature of the tool is powerful, but sometimes it can be slow. Also, this type of tool, being for other small businesses and people on the go, really should have an app. **Recommendations to others considering Dubsado:** I spent countless hours trying to decide which CRM tool to use for my photography clients. I needed something powerful, that worked in multiple currencies, that was easy to setup and use, and that would allow me to automate tasks that are otherwise annoyingly complex (ie, invoicing and contracts), all while giving my clients a very professional experience. After testing out several demos, Dubsado was the clear winner. I'm such a fan of this tool even more so now after having used it for the past year since implementation. I often get compliments from clients on how easy the process is, and they love their client portals. **What problems is Dubsado solving and how is that benefiting you?** I use Dubsado for all of my client interactions for the photography side of my business. Clients love how professional their client portal looks, and this takes no extra time for me. This is perhaps one of the best aspects of Dubsado - with very little effort from me, my clients get a streamlined and professional experience. ### 35. Workflow Go Getter Setter **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2019 **What do you like best about Dubsado?** Dubsado is an entrepreneur's dream. It has so many useful tools including automation that lets you set up tasks to be completed in a sequentially method so you don't have to think about sending follow up emails or "thank yous" once an action is completed. **What do you dislike about Dubsado?** To be honest there isn't much to dislike about it. Perhaps it'd be helpful if they integrated with Acuity but other than that we LOVE using it. **Recommendations to others considering Dubsado:** Use the chat feature. The level of support at Dubsado is INCREDIBLE. They are so helpful and guide you every step of the way. **What problems is Dubsado solving and how is that benefiting you?** The ability to invoice people directly from Dubsado is amazing! And the automation feature is incredible. ### 36. My business day doesn't start without logging into dubsado **Rating:** 5.0/5.0 stars **Reviewed by:** Tracy M. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 11, 2019 **What do you like best about Dubsado?** I love the customer service aspect of this product. If they don't already have a feature they will seriously look into adding it. **What do you dislike about Dubsado?** I would love more out of the box features and templates. **Recommendations to others considering Dubsado:** I find this is what 90% of solopreneurs need to start their automation journey. **What problems is Dubsado solving and how is that benefiting you?** A lot of my day is more simplified because of dubsado. The automatons that allow me to step away from my business yet still have a human connection is priceless. ### 37. Dubsdao - all in one solution for solopreneurs **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Design | Small-Business (50 or fewer emp.) **Reviewed Date:** June 04, 2019 **What do you like best about Dubsado?** I like that Dubsado has everything I need to run the admin side of my webdesign business - invoices, contracts, accounting, and a client portal for uploading forms, homework etc. It's simplified everything fro myself and customers and stops me from having to use a whole bunch of different services. **What do you dislike about Dubsado?** There are a couple of small issues such as not having an easy way to select "last year" when looking at the reports in the accounting section. It's a minor issue but mildly annoying. **Recommendations to others considering Dubsado:** DO the trial, join the Facebook group, reach out to support and ask questions. Dubsado has tons of features, many that I don't need to utilize but you can do some pretty sophisticated things with workflows. **What problems is Dubsado solving and how is that benefiting you?** I can connect invoice, contract and homework together in one place to make things easier for clients and myself. The client portal is an excellent feature. ### 38. Best CRM for Small Marketers, Freelancers, Photographers **Rating:** 5.0/5.0 stars **Reviewed by:** Marshall E. | CEO, Cosmetics, Small-Business (50 or fewer emp.) **Reviewed Date:** August 22, 2019 **What do you like best about Dubsado?** Responsive team-based support is amazing. I came to this product after leaving 17hats. They have consistently improved the software and the interface. The ability to send forms, contracts, quizzes, and documents from a central location is awesome. **What do you dislike about Dubsado?** The only thing I don't currently like is the way you have to search for invoices and then go to the project to manage the invoice when you are doing payments. **Recommendations to others considering Dubsado:** Take the time to do your implementation correctly. **What problems is Dubsado solving and how is that benefiting you?** This is my end to end project management, invoicing, quoting and lead capture system. ### 39. Dubsado - The best CRM for Creative Small Businesses **Rating:** 5.0/5.0 stars **Reviewed by:** Terrica S. | Owner/Graphic Designer, Graphic Design, Small-Business (50 or fewer emp.) **Reviewed Date:** March 15, 2019 **What do you like best about Dubsado?** I love the Dubsado platform and its integrations and offerings. As a creative small business, I can set-up and complete everything from inquiry to payment within this system. Additionally, the Dubsado team is consistently taking feedback, creating new features and the support team is top notch. The best investment I've made in my business. **What do you dislike about Dubsado?** Lack of mobile app - but that's currently in the works based on recent feedback. **Recommendations to others considering Dubsado:** If you are a service based business, specifically in the creative realm this is the best platform for you. **What problems is Dubsado solving and how is that benefiting you?** client management, scheduling, invoicing, on-boarding, off-boarding and so much more. This makes my business more streamlined on the admin back end and for the customer. It also helps elevate my customer experience. ### 40. Amazing Workflow Solution **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** September 20, 2019 **What do you like best about Dubsado?** I can collect info using a custom form on my website, start an automatic email conversation, get paid, collect needed info for a project, and do it all within one platform - Dubsado. **What do you dislike about Dubsado?** Custom CSS is needed to customize further if you want something very specific. **What problems is Dubsado solving and how is that benefiting you?** I'm streamlining my entire workflow and it is magical! It's changing the way I run my business. ### 41. Amazing CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Katelyn T. | Nanny, Individual & Family Services, Small-Business (50 or fewer emp.) **Reviewed Date:** June 21, 2019 **What do you like best about Dubsado?** I’ve been with Dubsado for about 18 months now, and the one thing that has been truly incredible with them is their constant upgrading and adding of features. I feel like my monthly cost is a steal for everything they offer. **What do you dislike about Dubsado?** I think some things about Dubsado could be cleaned up and a little more user friendly, but overall no complaints **What problems is Dubsado solving and how is that benefiting you?** Organization of my clients and work! ### 42. Best CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Emilie S. | CEO and Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2019 **What do you like best about Dubsado?** Dubsado's lead and contact organizing abilities keep all my clients in one place. **What do you dislike about Dubsado?** The bookkeeping side of Dusado could be a little better and more user-friendly. **Recommendations to others considering Dubsado:** It's worth it! **What problems is Dubsado solving and how is that benefiting you?** My client workflow is so much quicker and streamlined. ### 43. Streamlines my client process **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Design | Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2019 **What do you like best about Dubsado?** The canned email templates and contracts are easily my favourite part of Dubsado. **What do you dislike about Dubsado?** It's a little convuluded to use sometimes, but that could be user error as well. **Recommendations to others considering Dubsado:** Would recommend Dubsado if you're looking for a professional looking invoice platform with project management and contracts. **What problems is Dubsado solving and how is that benefiting you?** I keep track of clients much better through using Dubsado, and my invoices are sorted easily for income and taxes. ### 44. Best CRM! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** February 19, 2019 **What do you like best about Dubsado?** Let me start off by saying Dubsado has changed my business life. I joined when they were in the early stages of development, and started off with the free "trial" (in which you get everything that the paid version has, and never expires - the only difference is that you're limited to three clients). I use and love Dubsado for client onboarding (lead capture forms, automated emails, client welcome kits), invoicing, bookkeeping, sharing electronic documents, and so much more. It integrates well into my website and I'm able to customize the branding to match my own. But my favorite part of this program is the amazing customer service. I feel like the success of my business matters to the creators (an awesome husband and wife team) as much as their own. They also have a great free Facebook community that I highly recommend checking out! **What do you dislike about Dubsado?** This is the one tool I use for my business in which I can say there is nothing I dislike. **What problems is Dubsado solving and how is that benefiting you?** Dubsado has made me 1000x more efficient and productive by automating SO many processes - from capturing leads, to proposals, sending clients their welcome email/kit, invoicing, and more. The countless free customizable templates help me keep everything consistent and on brand. The trial version has all the same features as the paid version so there's no reason not to check it out! ### 45. Dubsado is a business game changer for the solopreneur!! **Rating:** 5.0/5.0 stars **Reviewed by:** Desiree J. | Direct Support Professional, Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2019 **What do you like best about Dubsado?** Automated workflows, contracts, forms and payments all in one place, plus a gorgeous client interface makes this hands down the best tool I use in my business! **What do you dislike about Dubsado?** Truthfully nothing! It works exactly the way I need it to! **What problems is Dubsado solving and how is that benefiting you?** I am able to have a seamless client experience, from the moment they fill out my contact form on the site (which triggers a pre-sales workflow) through the client’s project, all the way to the offboarding of the project and beyond. All of this is done with minimal work on my part other than the work I do FOR my client. Dubsado is the best! ### 46. LOVE **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Photography | Small-Business (50 or fewer emp.) **Reviewed Date:** August 20, 2019 **What do you like best about Dubsado?** Customer service is amazing. Helpful, awesome product. **What do you dislike about Dubsado?** There's a decent learning curve but it's worth figuring out. **Recommendations to others considering Dubsado:** It's worth it! I bought a lifetime membership I'm so happy with it. **What problems is Dubsado solving and how is that benefiting you?** It helps me know EXACTLY what's making me money and what isn't. ### 47. Dubsado streamlines and automates your operation process for clients **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** February 09, 2019 **What do you like best about Dubsado?** Well designed product, awesome support, designed with the solopreneur business owner in mind. **What do you dislike about Dubsado?** I am currently looking for an automated/intuitive tool to remind me and support my contact follow-up for leads and prospects, such as Cloze. It does not provide this function. **Recommendations to others considering Dubsado:** Once you figure out the pieces of the tool and put them together, it relieves a lot of the daily operation burden. Also, tap into the support team as they are stellar in helping you get started. **What problems is Dubsado solving and how is that benefiting you?** WORKFLOW automation, templated process, client portal for forms and tasks, easy to manage once it is configured. ## Dubsado Discussions - [What is Dubsado used for?](https://www.g2.com/discussions/dubsado-what-is-dubsado-used-for) - 1 comment - [Does Dubsado have an app?](https://www.g2.com/discussions/does-dubsado-have-an-app) - 1 comment - [Is Dubsado a CRM?](https://www.g2.com/discussions/is-dubsado-a-crm) - 1 comment - [What is Dubsado?](https://www.g2.com/discussions/what-is-dubsado) - 1 comment - [View Dubsado pricing details and edition comparison](https://www.g2.com/products/dubsado/reviews?filters%5Bnps_score%5D%5B%5D=5&open_modal_url=%2Fes%2Fproducts%2Fdubsado%2Fwishlists%3Fhost_path%3D%252Fproducts%252Fdubsado%252Freviews%253Ffilters%25255Bnps_score%25255D%25255B%25255D%253D5%26source%3Dsticky_header_pin§ion=pricing&secure%5Bexpires_at%5D=2026-06-23+20%3A27%3A23+-0500&secure%5Bsession_id%5D=dd6f5282-4209-4633-b8b5-9b2525f38972&secure%5Btoken%5D=a4a5ea2df3dfdd011d39742a163bc02ddf2a0f5d946e14b09b5fd12cc948de17&format=llm_user) ## Dubsado Features **Setup** - Activities - Flows - Dependencies - Notifications **Management** - Updates - Audit Trail - Integration **Generative AI** - AI Text Generation **Agentic AI - Workflow Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Dubsado Alternatives - [monday Work Management](https://www.g2.com/products/monday-com/reviews) - 4.7/5.0 (15,089 reviews) - [Zoho Flow](https://www.g2.com/products/zoho-flow/reviews) - 4.1/5.0 (19 reviews) - [Process Street](https://www.g2.com/products/process-street/reviews) - 4.6/5.0 (450 reviews)