--- 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! ### 11. Very disappointing **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** July 10, 2023 **What do you like best about Dubsado?** Having clients sign props internally. For people very focused on analysing their lead funnels there's probably some helpful features. **What do you dislike about Dubsado?** 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. **What problems is Dubsado solving and how is that benefiting you?** Dubsado has caused more problems than it has solved. ### 12. 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. ### 13. 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. ### 14. 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. ### 15. 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. ### 16. Beautifully designed CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** April 10, 2023 **What do you like best about Dubsado?** 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. **What do you dislike about Dubsado?** 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. **What problems is Dubsado solving and how is that benefiting you?** Payments, forms, and email messaging are mostly what I have used. They are very easily customizable and are simple and very effective. It has made my business much easier to run. ### 17. Love this for billing clients but wish it was more affordable and features easier to use **Rating:** 2.0/5.0 stars **Reviewed by:** Courtney s. | CEO/Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** September 28, 2022 **What do you like best about Dubsado?** Easy to bill clients and we love the way the emails look when we send them from Dubsado. **What do you dislike about Dubsado?** 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. **What problems is Dubsado solving and how is that benefiting you?** Billing clients and creating contracts ### 18. 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 ### 19. 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 ### 20. 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. ### 21. 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. ### 22. Won't Delete My Account, It's Making My Business Look Disorganized **Rating:** 0.0/5.0 stars **Reviewed by:** Andi W. | Lead Photographer and Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2022 **What do you like best about Dubsado?** It was a decent system but didn't work for our needs. **What do you dislike about Dubsado?** It didn't work for us, and I canceled our subscription. They still continued to send out automated emails to our clients, including invoices (that were inaccurate because the clients have since changed their packages) after deletion and have since refused to delete our account and information from our system. I've emailed them 5 times asking them to delete my account, and they have continued to be shady and say that I can remove all of the client information and all of my information from the account manually, but won't delete our account. My clients that received automated emails from them are irritated because we look disorganized for sending them incorrect invoices. Horrible customer service from Dubsado. **What problems is Dubsado solving and how is that benefiting you?** It's not. ### 23. 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. ### 24. 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! ### 25. Just getting the hang of it but there is so much potential here to solve all my business needs! **Rating:** 4.0/5.0 stars **Reviewed by:** Jill M. | CEO, Life Coach, Small-Business (50 or fewer emp.) **Reviewed Date:** February 14, 2022 **What do you like best about Dubsado?** It gives me all the features I want (except email marketing). It is an all-in-one tool with so much customization. It can act as a personal assistant in my business which is fantastic. I love creating a contract and an invoice and automate sending that all to a client once they've said yes after a consult they booked through Dubsado. All the things! **What do you dislike about Dubsado?** It is overwhelming because of all the features. But I do like that even Dubsado says to do things manually to figure out your needs and then create automations. They have so many tools to help set things up. **What problems is Dubsado solving and how is that benefiting you?** I am able to create contracts and invoices and automated emails. I was doing a lot of this in many apps. So now I can do it all in Dubsado. I had scheduling in a separate software also. I love going to one website for everything. ### 26. Dubsado and looking professional **Rating:** 4.0/5.0 stars **Reviewed by:** Emily T. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 31, 2022 **What do you like best about Dubsado?** I love that Dubsado really makes me look good! Being able to send a client proposal that flows to a contract and to payment is so seemless. **What do you dislike about Dubsado?** The setup of dubsado can be a bit difficult at first. I would love if Dubsado had more of a bulk email feature and feel like they could add this in for more benefit. **What problems is Dubsado solving and how is that benefiting you?** Eliminates the back and forth with clients when sending a proposal. The time saved is priceless. ### 27. 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. ### 28. A Great CRM for Beginners (Despite the Learning Curve) **Rating:** 4.0/5.0 stars **Reviewed by:** Rachael W. | Founder/ CEO/ Owner/ Coach, Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2021 **What do you like best about Dubsado?** I love how everything is organized in one place around my projects. It is an excellent software for client communication, invoicing, proposals and contracts, and consolidating all client information in one place. I like being able to send clients emails through their system when required. It helped me so much when starting my business because they have a free trial of 3 clients instead of days, so it gave me enough time to test it out and get used to the software before needing to pay. **What do you dislike about Dubsado?** There was a steep learning curve, and I needed to watch many of the support videos to figure out how to set up things optimally. There have been some features that still have bugs and not working correctly, so I need to contact support for help and advice, which takes a lot of time. **What problems is Dubsado solving and how is that benefiting you?** It helped me create a great customer experience for the client booking process, from generating a lead, sending a proposal, then a contract, and accepting payment. I have also been able to create a portal for every client with questionnaires, forms, information documents, and they can also make payments without me having to be available. **Official Response from Joleena Henson:** > Hi Rachael, Thank you so much for taking the time to write this, your feedback is so appreciated! We're so happy to hear that you have created a great customer experience for your clients through utilizing the client portal. We understand Dubsado has a learning curve, but our team is always happy to help every step of the way! We're here if you have any questions, comments, or concerns. Thanks again for the kind words and feedback! - Joleena The Dubsado Team ### 29. 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 ### 30. 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. :) ### 31. 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 ### 32. 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 ### 33. 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 ### 34. Honest Review of Dubsado! **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Graphic Design | Small-Business (50 or fewer emp.) **Reviewed Date:** January 12, 2022 **What do you like best about Dubsado?** What I love most about Dubsado is the flexibility with the forms and automation options. I really loved how I could send prospective clients an automated email directly after they completed a form. It created a great touch point, and saved me time without having to send the emails physically. **What do you dislike about Dubsado?** For newbies/non-tech savvy people, getting familiar with the Dubsado dashboard can feel cumbersome at first. But with time and patience, it gets easier to navigate the platform. **Recommendations to others considering Dubsado:** One of my favorite parts about using Dubsado is the access to their Support Team. When I first started using Dubsado, I did find that there was a learning curve. But the Support Team is always happy and willing to guide you with whatever questions you may have. The Dubsado community is also a really great place. 5 Stars. **What problems is Dubsado solving and how is that benefiting you?** I used Dubsado for automating inquiries from new prospective clients. It really helped me systematize the flow so that I wasn't juggling emails and reminders. By systematizing, it made it a lot easier to scale my business operations and revenue. **Official Response from Joleena Henson:** > Hi there! Thank you so much for taking the time to write a review of Dubsado! So glad to hear you loved the flexibility of the forms and automation. We do understand there is a learning curve, our hope is that we provide a ton of resources to help you with getting set up. We are always looking at ways to improve use-ability in Dubsado! Thanks again for taking the time, as always, our team is one chat away if you need any help! - Joleena The Dubsado Team ### 35. 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. ### 36. Game changer CRM for small businesses but has a few limitations **Rating:** 4.0/5.0 stars **Reviewed by:** Amanda H. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2020 **What do you like best about Dubsado?** Dubsado is a fantastic tool for managing leads, tracking notes on leads, creating and managing invoices/proposals. We went from Excel to Dubsado and it has saved us valuable time on managing leads and clients! **What do you dislike about Dubsado?** It can be slow for a business that has a larger lead base. Sometimes saving data can be slow. It doesn't time track notes (we do this manually). We can't track conversion rates the way we would like to. **What problems is Dubsado solving and how is that benefiting you?** Invoice/proposal creation and management, lead management, ### 37. Good Workflows and Templates **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 14, 2022 **What do you like best about Dubsado?** I like the way you can create automated emails and drip campaigns, all while keeping everything more personal and integrating proposals. I also love the meeting scheduling functionality. **What do you dislike about Dubsado?** It takes a little bit of time to learn where different tools live, but that's to be expected with a tool this complex. Thankfully, the help documents are on point, and it's easy to find an answer. **Recommendations to others considering Dubsado:** Have your process emails written and know exactly what your funnel looks like before starting. Then you will just be learning the software instead of creating your process at the same time. **What problems is Dubsado solving and how is that benefiting you?** I used Dubsado with an accountant client. It almost fully automated her sales process from after-sales meeting to payment. We gained a lot of time by not writing each email and creating a separate proposal for everyone. ### 38. 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. ### 39. Difficult to use... not intuitive at all **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2021 **What do you like best about Dubsado?** It has many automation that can be created to make a company's workflow much easier. We used the scheduling, invoicing and contract features but didn't have a use for the many others that are available. **What do you dislike about Dubsado?** It is not an intuitive system and has a very steep learning curve. Many companies need to hire someone to set their Dubsado up for them, and then don't know how to use it themselves. **Recommendations to others considering Dubsado:** It might be better for creatives since that is who they market directly to. But for other small businesses, there are other options out there that are less expensive and easier to use. **What problems is Dubsado solving and how is that benefiting you?** We needed a place where we could create and send contracts, and receive signatures back. We also used Dubsado to schedule and send invoices. But it took so long to learn any piece of it that we ended up using other tech to do things that Dubsado is capable of doing for us. **Official Response from Joleena Henson:** > Hi there, Thank you for taking the time to submit feedback. Sorry to hear you found Dubsado difficult to use. We understand there is a learning curve in getting started, but we do try to provide as many free resources as we can! Aside from our extensive help center and education portal, we do have 1:1 calls with our team available, as well as chat available 7 days of the week. We do hope we can help simplify your process. Our team is one chat away when you need us! - Joleena The Dubsado Team ### 40. 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 ### 41. 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. :) ### 42. Great tool for small businesses **Rating:** 4.0/5.0 stars **Reviewed by:** Sam D. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** September 02, 2021 **What do you like best about Dubsado?** I like how many features and functionalities Dubsado has. Their customer service and training are great. They are a powerful tool for any small business. **What do you dislike about Dubsado?** I wish it connected with more third part tools and solutions. **Recommendations to others considering Dubsado:** Dubsado is a great tool for any small business. They have a lot of features and functionality and continue to add more, which makes it a great out of the box solution. **What problems is Dubsado solving and how is that benefiting you?** Automating invoicing, questionnaires, onboarding and offboarding. **Official Response from Joleena Henson:** > Hi Sam, Thank you so much for your kind words! We always love hearing feedback on how we can improve our ever-growing system. A great solution for connecting additional third party tools would be Zapier! We integrate directly with Zapier and this can allow for a connection to thousands of other applications. As always, the team is happy to help with any questions you may have. Thank you for taking the time to write this review! :) ### 43. 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 ### 44. Started as love at first sight-but slow growth has led to less use **Rating:** 3.0/5.0 stars **Reviewed by:** Kimberley F. | Attorney, Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2021 **What do you like best about Dubsado?** I loved the ability to automate and create workflows. Being able to have everything in one place to work on client acquisition was awesome. I used Dubsado for b2b clients and then started using it as b2c. **What do you dislike about Dubsado?** No app despite one being promised forever **What problems is Dubsado solving and how is that benefiting you?** Initial client contact and swift response. The ability to send proposals and contracts immediately is a great concept. **Official Response from Joleena Henson:** > Hi Kimberley, We are actively planning out that app, but we have lots that we would like to do before that happens and, of course, further grow our team for it as well. For now, our mobile version can be used and bookmarked for easy access on your phone. We are always looking for insight on how users would like to see the app function, send us a chat or email to let us know the various aspects you would like us to consider including in the app! ### 45. 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! ### 46. Perfect tool to manage all my work in one place **Rating:** 4.0/5.0 stars **Reviewed by:** Anne T. | Product Management & Data Science, Mid-Market (51-1000 emp.) **Reviewed Date:** August 12, 2020 **What do you like best about Dubsado?** Without a doubt, it should be noted that it is a platform that has everything to learn how to manage work, provides the right tools to do all the work as you need to do it, even to learn how to do it better and better, provides what is necessary to learn to use the platform, each tool that composes it as well as the functions they impart to make the whole process easier and more fluid. It is possible to manage payment plans, their corresponding invoicing, as well as develop detailed project reports and account catalogs. I like how easy it is to distribute the work to carry out the tasks in a more efficient way, as well as to schedule the activities with the calendar so that the projects are delivered in time. Its CRM system adjusts to what I have been looking for, you have the right options to perform a fairly efficient customer service. It has been very useful and its use, learning how to use it, was easy. It is highly customizable, I can adjust it to your needs, and I really enjoy its great flexibility in all functions. **What do you dislike about Dubsado?** From the beginning it takes some time to understand all the operation of the software, but with the help that Dubsado provided me and his excellent customer support, I was able to understand perfectly everything I needed, from payments and invoicing to the organization and planning of tasks. However, I still run into some configuration issues where it is quite difficult to adapt and control every aspect of work as I need it. **Recommendations to others considering Dubsado:** Why not try software that has it all? It has complete and dynamic tools that comply with an efficient operation. Join and try how great it can be to get all these benefits. **What problems is Dubsado solving and how is that benefiting you?** With the implementation of Dubsado I have been able to perform multiple tasks in one place. Accounting work is no longer a problem, since I do it quickly without any problem and without so many complications, invoices and payments. It is possible to carry out other project management tasks, where we analyze and study in detail each contract, form or commercial request to be as efficient as possible and provide a high quality service. We reach potential customers much faster, and make sure they get just what they need. ### 47. User Friendly | Helps for Small Teams **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2020 **What do you like best about Dubsado?** Helpful to assign projects & manage workflow for projects/clients. **What do you dislike about Dubsado?** The interface. Many PM tools use bold colors to help organize & distinguish items/tasks. Would be helpful if Dubsado used this in their interface. **Recommendations to others considering Dubsado:** Assess what the individual needs of your organization are before choosing Dubsado. Try other PM tools and see if it is a value add to successfully completing your orgs programs/objectives. **What problems is Dubsado solving and how is that benefiting you?** Assigning projects & managing programs components. **Official Response from Joleena Henson:** > Hi there- Thank you for taking the time to review Dubsado! We're glad that you enjoyed our workflows and project & client management. I have noted your feedback and suggestion for bolder colors to be used in to distinguish items and tasks. As far as navigating the system, if have any questions, our team is one chat, email, or phone call away, we'd be happy to help! -Joleena The Dubsado Team ### 48. 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. ### 49. 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. ### 50. 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 ## 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?qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-07-08+18%3A25%3A17+-0500&secure%5Bsession_id%5D=cf5abf3c-ccee-44d1-876d-0baeb4a667b1&secure%5Btoken%5D=5e804094ced871497e035354dde4daa2bae2b53debbbbbbf2243c7053d031590&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 AI Work Platform](https://www.g2.com/products/monday-com/reviews) - 4.7/5.0 (16,430 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)