Dubsado
Run your whole business, from first hello to final payment.
Overview
Dubsado is a comprehensive business management platform built to help creative entrepreneurs, freelancers, and service-based professionals manage their client lifecycle from initial inquiry to project completion. Used by photographers, designers, coaches, event planners, and legal consultants, Dubsado centralizes communication, administrative tasks, and financial tracking into a single workspace.\n\nThe platform offers a range of tools to streamline operations and elevate the client experience. Users can create custom proposals, execute legally binding contracts, capture leads through branded forms, send invoices, and collect payments online. Built-in scheduling features and dedicated client portals allow businesses to communicate effectively, share deliverables, and maintain project clarity without searching through email threads.\n\nFor growing businesses, Dubsado provides advanced workflow automation to eliminate repetitive tasks. Users can trigger automated email follow-ups, payment reminders, and task assignments based on client actions. With bookkeeping integrations, multi-brand capabilities, and customizable user access, Dubsado enables service businesses to build repeatable processes and scale sustainably.
Best for: Best for creative service professionals and small business owners looking to automate client onboarding, contracts, invoicing, and scheduling in one platform.
Pros and cons
What works well
- All-in-one suite covering lead capture, proposals, contracts, invoices, and scheduling.
- Powerful workflow automation to eliminate repetitive admin tasks.
- Multi-brand support allows managing separate business entities under one log-in.
Where it falls short
- Advanced workflow automations and scheduling require the higher-tier Premier plan.
- The entry-level Starter plan is limited to 1 active lead capture form.
Pricing
Starter Plan
$335/yr
Includes email integration, unlimited projects & clients, invoicing, forms, canned email templates, client portals, calendar sync, and 1 active lead capture form.
Premier Plan
$525/yr
Includes all Starter features plus unlimited active lead capture forms, bookkeeping integration, advanced scheduling, automated workflows, public proposals, and Zapier integration.
User reviews
Frequently asked questions
Which Dubsado plan is right for me?
The Starter plan is designed for businesses just starting out who need core tools like forms, invoicing, canned emails, and client portals. The Premier plan is best for growing businesses that require advanced automation, workflow templates, scheduling, and bookkeeping integrations.
Can I manage multiple businesses with Dubsado?
Yes, you can manage separate businesses under one account by adding additional brands for $10 per month per extra brand.
How much does it cost to add team members to Dubsado?
Dubsado includes 3 additional users for free. Adding 4–10 users costs $25/month, 11–20 users costs $45/month, and 21–30 users costs $60/month.
Does Dubsado integrate with external bookkeeping tools?
Yes, bookkeeping integration is available on the Premier Plan to connect your account with popular bookkeeping software.