Dubsado seems to have thought of everything, as far as I can tell. I have searched high and low for a CRM that can handle a busy coaching practice, but I haven't found anything that works well, until now. I just started using Dubsado, so the jury is still out a bit, but so far, it seems to fit the bill, and I am relieved. Review collected by and hosted on G2.com.

I did a bunch of research before diving into yet another CRM, because I've tried a lot of them, and they just didn't seem suited to what I needed for a coaching practice. Dubsado seems to have everything, but again, I just started using it. One thing I will say is that the learning curve is a bit steep, and I've had to rely on Youtube videos, because their own help articles are a bit lacking. Review collected by and hosted on G2.com.

Having clients sign props internally. For people very focused on analysing their lead funnels there's probably some helpful features. Review collected by and hosted on G2.com.

The time tracking feature is basically useless and the customer service is rigid and unhelpful. Anytime I contact them I get the same results as when I've Googled my query, even if I explain I need something other than the templated responses, I receive the templated response. I'm an admin on my account and haven't been able to make any adjustments no matter how many times I explain that there's no way to access the email address that setup dubsado originally. Having an 'owner' account by default because it's the email that set things up and no other users can be given any access to change billing, even if they're given the highest access, is stupid. It defeats the purpose of having multi user access. It's standard for email addresses to be retired, people leave positions etc, and even when processes are followed (eg someone else is set up as admin) the advice is to reactivate the old account, set up a redirect and access another person's emails to log into dubsado under their name. It's a ridiculous expectation to place on paying customers because they aren't providing a reasonable service. It's not even really ethical nor good cyber security practice. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Dubsado has many of the basic CRM features needed for a small business today. It is beautifully designed with many updated features in the works that are sure to make it even better. Review collected by and hosted on G2.com.

Dubsado isnt the most robust tool out there. It is missing many features that would incorporate a lot of daily tasks for small businesses such as integrated text and email messaging, reputation management, and website management. Review collected by and hosted on G2.com.

Easy to bill clients and we love the way the emails look when we send them from Dubsado. Review collected by and hosted on G2.com.

Wish that there was an easier way to load contracts--there's a lot of sections you need to go through in order to load an old contract or form. Review collected by and hosted on G2.com.

My emails and tasks are easily found, catagorized very well. Email communications with clients are Review collected by and hosted on G2.com.

The tasks features become hard to archive. Takes several steps to finally archive tasks. Review collected by and hosted on G2.com.

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) Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.