--- 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: '2026-07-07' 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 appreciate the **seamless automation** of Dubsado, allowing businesses to operate efficiently and scale effortlessly. (1 reviews) - Users commend Dubsado for its **excellent customer support** , offering assistance and extending free trials for a smooth experience. (1 reviews) - Users value the **time-saving automations** Dubsado offers, enabling effortless scaling and smooth business operations. (1 reviews) **What users dislike:** - Users find Dubsado's interface to have a **complexity that complicates tasks** and creates confusion despite available resources. (1 reviews) - Users find the **learning curve steep** with Dubsado, often requiring effort to navigate its features effectively. (1 reviews) - Users find Dubsado's interface **not intuitive** , often requiring effort to navigate and complete tasks efficiently. (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. Super Intuitive with a Calm, Polished Look and Feel **Rating:** 4.0/5.0 stars **Reviewed by:** Lydia v. | Communicatieadviseur, Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2026 **What do you like best about Dubsado?** Super intuitive, with a calm look and feel. **What do you dislike about Dubsado?** It doesn’t have an option to select “Ideal” for payments. **What problems is Dubsado solving and how is that benefiting you?** Workflow, workflow, workflows! Having a big part of the process automated has been a real game changer for me. ### 4. 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. ### 5. Great Customer Service. Features May Require Workarounds **Rating:** 4.0/5.0 stars **Reviewed by:** Michelle R. | Business Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** February 14, 2024 **What do you like best about Dubsado?** Dubsado has a very responsive, helpful, and informative customer service team. They respond quickly within business hours and always within a reasonable time frame without outside business hours. They work with you to solve your problem with communication, screenshots, or whatever is necessary **What do you dislike about Dubsado?** If you're looking for Dubsado to work for an email campaign, it's not really what it's set up for. Its workflows do not work well for a drip campaign with triggers that we would normally see or 'if-then" type modeling. **What problems is Dubsado solving and how is that benefiting you?** We're using Dubsado for an event drip campaign. We wanted to be able to send out a series of emails based on previous activity or time frame. This allows us to send messages over time to our event attendees to prepare them for the event with tools that they can use ahead of the event that we will demonstrate in the event. We wanted it to solve our need for an email marketing tool without having to use the more expensive platforms ### 6. Dubsado tried to charge my client 100 more than what I issued invoice **Rating:** 2.5/5.0 stars **Reviewed by:** Haruka K. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2024 **What do you like best about Dubsado?** I switched from honeybook and it's easy to use. The function is straightforward and they have a free course that can help you learn about the tool. I liked that they upload up to 10 forms for you. **What do you dislike about Dubsado?** I had my first health coaching client and I issued an invoice using stripe on Dubsado. My client was almost charged 100 times more than what I sent invoice for. I contacted to stripe but stripe asked me to contact Dubsado and Dubsado never admitted or was able to explain their fault. So I'm considering of switching to a different CRM system **What problems is Dubsado solving and how is that benefiting you?** It helps me run my health coaching business smoothly ### 7. A One Stop Shop CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Maryanne R. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 11, 2023 **What do you like best about Dubsado?** I love the proposal/invoice/contract feature so much. As well as the extensive workflow capabilities. **What do you dislike about Dubsado?** I'm not happy with the scheduler and I wish that multiple calendars could be connected so a team's availabilities could be managed. I also can't believe there is no auto save option on forms. **What problems is Dubsado solving and how is that benefiting you?** We are able to use Dubsado pretty much as a one stop shop for our CRM needs. It does alot all in one system: proposals, invoices, contracts, scheduling, lead tracking, etc. I love that we can connect it to other programs that we use via Zapier, which makes things alot easier. ### 8. 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. ### 9. It was good but it's more for freelancers or people who charge by the job **Rating:** 3.5/5.0 stars **Reviewed by:** Cherlyn C. | Narcissistic Trauma Recovery, Breakup/Divorce Recovery & Dating Coach, Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2023 **What do you like best about Dubsado?** I really liked that the interface was beautiful and nicely laid out. I could set up invoices, descriptions payments and contracts easily. Under each client, I could set up a new invoice in seconds, or pull up their past history. I didn't use Dubsado for too much other than client billing and signing of client agreements. **What do you dislike about Dubsado?** I have to set up each client in the Project section. But I don't go by projects or job, I go by clients. Clearly, this isn't a platform for high-ticket coaches, more for freelancers or people who invoice after a job. It also didn't allow for different currencies, instead, the team will give you a whole new Brand for the currency you want. I am ultimately leaving Dubsado because of the way they set up auto-billing. I felt like it was against small businesses. A customer had to opt-in manually and there was a message that said "by setting up auto-pay, you are agreeing to let us save your card information..."... that just sounds bad, like the business has the power to fraudulently bill them since we save their card information. While that's technically true, clients don't need to know that, they just need to know how many times we will auto-bill them. My clients would pay their first payment and forget ALL the time to enable the auto-pay. Also, I quote from the Dubsado CS regarding paused auto-billing: "Unfortunately, once a recurring invoice is stopped, it can't be restarted with the client's card information and will need to create a new recurring invoice." The reason for my paused invoices is that sometimes a payment needs to be changed, there are not enough funds on a customer's debit card, etc. There are all sorts of reasons, and ultimately, Dubsado just isn't a good fit for my business needs. **What problems is Dubsado solving and how is that benefiting you?** It helped with client management, organization, client billing, invoicing, recurring payments and signed client agreements in a professional manner. My business ran more smoothly and looked good. ### 10. Just started using Dubsado to manage my coaching practice **Rating:** 4.0/5.0 stars **Reviewed by:** Jessica S. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 30, 2023 **What do you like best about Dubsado?** 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. **What do you dislike about Dubsado?** 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. **What problems is Dubsado solving and how is that benefiting you?** Managing clients and keeping track of my busy coaching practice. It got unwieldy to do on paper a few years ago, and since then I've been searching for a CRM that works. I'm hoping Dubsado is it! ## 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/dubsado-review-3889433?section=pricing&secure%5Bexpires_at%5D=2026-07-09+19%3A52%3A46+-0500&secure%5Bsession_id%5D=e2b2b358-aa1d-43d9-aa50-a74290818520&secure%5Btoken%5D=3dc23bda8eb691945581f0152a5981725bc67d4d05158644841e72f824e35981&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 (16,444 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 (451 reviews)