Dubsado Reviews & Product Details

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. Review collected by and hosted on G2.com.

Though Dubsado is only 4 years old and is self funded, the UI is still at its 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 some time 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. Review collected by and hosted on G2.com.

First off the support is amazing!!! The software does everything we need it to do and our team REALLY loves the fact we can have all our agreements, invoices (recurring too), briefing documents and opt-in forms all located in one section and tied to one client and we can also had workflows and automations that have saved us HOURS!! Review collected by and hosted on G2.com.

Some parts that i think could use a little more work is the customization of the contracts/proposals. It does allow you to add whatever you want content wise but i'd like it to be able to look a bit prettier or have it be easier when it comes to editing the templates. But these are small and more preferences. Review collected by and hosted on G2.com.

I love using Dubsado for my workflow, especially onboarding new clients, collecting leads and sending proposals. It's saved me sooo many hours! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Everything. They have amazing automation features, workflow systems, pretty much everything you need for your business. It makes processes so much easier. Review collected by and hosted on G2.com.

The workflow is not very intuitive but the Dubsado team are really helpful. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Love the workflows and the canned emails features. Love the forms and questionnaires. Love that there is a scheduler integrated, along with invoicing, accounting, etc. A true multi-tasker that is incredible value for the number of features and uses. Review collected by and hosted on G2.com.

Some things just don't work the way you need them to. They *mostly* work how you need them to, but sometimes there just aren't enough features that are integrated yet. So everything is usable, but it's like... 85% useful.

For instance, you can send workflow actions at specific times and dates OR at times relative to another trigger action on the project. But you *can't* send workflow actions at the same day each month or each week.

Another example: you can attach workflow trigger actions to invoices, but only to certain *kinds* of invoices. So, like I said... it's *mostly* useful until it doesn't do the specific thing you NEED it to do in that moment.

Also, the project management features are really only useful for the most basic of PM functions. It can't replace a more robust PM application, if that's what you need. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I love all the features Dubsado has as well as their amazing and responsive customer service. Their team is helpful, wicked smart, and even fun. Review collected by and hosted on G2.com.

There are a few features like project management sharing that could be added but not much else. Review collected by and hosted on G2.com.