logo

Dubsado

Dubsado serves as a comprehensive client management platform designed specifically for service-oriented businesses. It streamlines the handling of proposals, co...

★ ★ ★ ★ ★

0.00 | 0 Reviews

Watch Demo Get Pricing

Dubsado serves as a comprehensive client management platform designed specifically for service-oriented businesses. It streamlines the handling of proposals, co...

Watch Demo Get Pricing
Overview Features Pros & Cons Reviews FAQs

Product Overview

Dubsado serves as a comprehensive client management platform designed specifically for service-oriented businesses. It streamlines the handling of proposals, contracts, invoicing, and workflows all within a single interface, enhancing overall administrative productivity. Although the mobile functionality is somewhat restricted, its adaptable automation features, customizable templates, and structured client workflows establish it as a dependable option for nurturing ongoing client interactions.

Product Details

What Is Dubsado?

Dubsado is a comprehensive Customer Relationship Management (CRM) tool specifically crafted for businesses that provide services. It assists in handling client relationships through organized workflows, contracts, and invoicing systems. Users can automate proposals and agreements, tailor forms for onboarding new clients, and oversee projects from initial inquiry to final completion. These features are particularly beneficial for small enterprises and freelancers, allowing them to minimize administrative tasks, ensure consistency, and keep client interactions organized as their workloads expand.

Dubsado Pricing

The pricing structure of Dubsado revolves around two primary subscription plans tailored for service-oriented businesses. A 21-day free trial is available, with the following pricing options:

  • Starter: $35/month

  • Premier: $55/month

Request a customized quote for your Dubsado subscription based on your business needs today!

Note: Pricing may vary.

Dubsado Integrations

Dubsado offers various integrations that facilitate the connection of client management, payment processing, scheduling, and accounting operations. Supported integrations include:

  • Microsoft Teams

  • QuickBooks Online

  • Xero Accounting Solution

  • Zoom Meetings

  • Google Meet

Watch the Dubsado demo to explore how to set up these integrations.

Who Is Dubsado For?

This platform is frequently utilized by professionals in various industries who depend on well-structured client processes and consistent service workflows, such as:

  • Photographers

  • Coaches

  • Hair and makeup artists

  • Event planners

  • Marketers

  • Legal professionals

  • Accountants

Is Dubsado Right For You?

Dubsado stands out as an excellent option for service professionals seeking customizable workflows, client documentation, and automated administrative tasks tailored for creative and consulting sectors. The platform operates on a secure cloud infrastructure, complies with GDPR and COPPA regulations, and scales effectively as your client base grows. These attributes make it particularly suitable for businesses managing sensitive client information and repetitive service processes.

If you’re still uncertain whether Dubsado is the right solution for you, please reach out to our customer support team at info@softwareseekers.com for additional assistance.

CRM Software Features

✘ security
✘ training
✘ dashboard
✘ invoicing
✘ reporting
✘ timeclock
✘ mobile app
✔ mobile crm
✘ purchasing
✘ online help
✘ ai analytics
✘ audit trails
✘ chatgpt said
✘ integrations
✘ lead routing
✘ sales orders
✘ client portal
✘ hr compliance
✘ insurance crm
✘ time tracking
✘ crm for retail
✘ healthcare crm
✘ mobile crm app
✘ sales pipeline
✘ sales tracking
✘ tax management
✘ budget tracking
✘ case management
✘ crm for coaches
✘ crm for outlook
✘ crm integration
✘ deployment type
✘ email marketing
✘ lead generation
✔ lead management
✘ market position
✔ task management
✘ accounts payable
✘ crm for facebook
✘ crm for startups
✘ customer support
✘ distribution crm
✘ donor management
✘ event management
✘ expense tracking
✘ fundraising tool
✘ grant management
✘ sales automation
✘ activity tracking
✘ budget management
✘ crm for b2b sales
✘ crm for education
✘ crm for marketing
✘ donation tracking
✔ email integration
✘ fundraising tools
✘ project templates
✘ sales forecasting
✘ vendor management
✘ activity dashboard
✔ contact management
✘ content management
✘ crm for healthcare
✘ crm for nonprofits
✘ financial tracking
✘ hotel crm software
✘ invoice management
✘ payment processing
✘ payroll processing
✘ project scheduling
✘ route optimization
✘ accounts receivable
✔ alertsnotifications
✘ analytics reporting
✘ automated workflows
✘ bank reconciliation
✘ campaign management
✘ collaboration tools
✘ contract management
✘ crm for consultants
✘ crm for contractors
✘ crm for field sales
✘ crm for freelancers
✘ crm for hospitality
✘ crm for real estate
✘ crm for restaurants
✘ crm for sales teams
✘ crm for wholesalers
✘ customer management
✔ document management
✘ employee management
✘ employee onboarding
✘ financial reporting
✘ marketing campaigns
✘ mobile crm software
✘ online crm software
✘ reporting analytics
✘ resource allocation
✔ workflow automation
✘ android crm software
✘ banking crm software
✘ crm for associations
✘ crm for distributors
✘ higher education crm
✘ inventory management
✘ it ticketing systems
✘ marketing automation
✘ merchandise transfer
✘ multichannel support
✘ performance tracking
✘ quotation management
✘ volunteer management
✘ warehouse management
✘ compliance management
✘ crm for loan officers
✘ customer segmentation
✘ membership management
✘ mortgage crm software
✘ multi channel support
✘ productivity tracking
✘ safety and compliance
✘ crm for digital agency
✘ crm for small business
✘ ecommerce crm software
✘ financial crm software
✘ guest intelligence crm
✘ multi currency support
✘ opportunity management
✘ performance management
✘ sales enablement tools
✘ analytics and reporting
✘ consulting crm software
✘ crm for media companies
✘ customer servicesupport
✘ customizable dashboards
✘ enterprise crm software
✘ recipe menu engineering
✘ registration management
✘ reporting and analytics
✘ sales pipeline tracking
✘ sales tracking software
✘ social media management
✘ alerts and notifications
✘ communication management
✘ crm for event management
✘ crm for insurance agents
✘ crm for marketing agency
✘ crm for mortgage brokers
✘ crm for rental companies
✘ customer service support
✘ deal pipeline management
✘ multi channel management
✘ omnichannel crm software
✘ social media integration
✘ task activity management
✘ training and development
✘ automated purchase orders
✘ budgeting and forecasting
✘ crm for equipment dealers
✘ crm for insurance brokers
✘ crm for service providers
✘ customer service software
✘ customizable hr workflows
✘ email integration implied
✘ mobile crm mobile crm app
✘ sales pipeline management
✘ ai integrated crm solution
✘ crm for content management
✘ crm for financial advisors
✘ crm for financial services
✘ crm for logistics industry
✘ crm for outside sales reps
✘ crm for project management
✘ crm for real estate agents
✘ customer support ticketing
✘ sales engagement platforms
✘ account management software
✘ channel management software
✘ contact management software
✘ crm for political campaigns
✘ crm for training management
✘ crm for workflow management
✘ email marketing integration
✘ sales acceleration software
✘ small business crm software
✘ auto dealership crm software
✘ crm for construction company
✘ customer engagement platform
✘ employee database management
✔ task and activity management
✘ task assignment and tracking
✘ time and attendance tracking
✘ crm for professional services
✘ customer feedback and surveys
✘ investorcustomer segmentation
✘ crm for manufacturing business
✘ crm for social media marketing
✘ crm for health insurance agents
✘ crm for real estate wholesalers
✔ customer communication tracking
✘ employee information management
✘ project planning and scheduling
✘ sales force automation software
✘ sales forecasting via analytics
✘ appointment managementscheduling
✘ crm for digital marketing agency
✘ crm for membership organizations
✘ delivery planning and scheduling
✘ integration with marketing tools
✘ integration with thirdparty apps
✘ mobile crm implied mobile access
✘ crm software for accounting firms
✘ email integration email marketing
✘ integration with third party apps
✘ cloud based crm for small business
✘ mobile crm analytics and reporting
✘ recruitment and applicant tracking
✘ task management alertsnotifications
✘ customer relationship management crm
✘ opportunity deal pipeline management
✘ workflow automationautomated workflows
✘ sales pipeline deal pipeline management
✘ workflow automation automated workflows
✘ social media integration via integration
✘ sales forecasting pipeline value tracking
✘ crm for offices and public administrations
✘ multi channel support email sms whatsapp chat
✘ analytics and reportingreporting and analytics
✘ analytics and reporting reporting and analytics
✘ casesupport ticketing customer support ticketing
✘ deal pipeline management sales pipeline tracking
✘ social media integration lead capture from social channels

Pros

  • ✔ Helps automate client onboarding
  • ✔ Centralizes proposals, contracts, and invoices in one place
  • ✔ Improves organization of client data

Cons

  • ✘ Multiple calendars option may not be supported
  • ✘ Setup can feel unintuitive

Price

Professional

Custom

Get Free Guidance from Our Solution Experts.

Ratings

★ ★ ★ ★ ★
0.00 | 0 reviews

Ratings Distribution

Positive

0%

Neutral

0%

Negative

0%

User Reviews

No reviews yet

Be the first to share your experience with Dubsado.

Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

Yes. Dubsado offers a dedicated mobile app that lets users access core business features on iOS and Android devices.

Yes. The platform provides access to an API.

The system supports English language only.

Photographers, coaches, hair and makeup artists, event planners, marketers, legal professionals, and accountants are typical users of Dubsado.

The software provides in-app chat and email support, along with a help center to assist users with setup and ongoing use.

The platform integrates with several external apps to extend its functionality, including Microsoft Teams, QuickBooks Online, Xero Accounting Solution, Zoom Meetings, and Google Meet.

The Dubsado pricing includes two plans for service-based businesses: Starter at $35/month and Premier at $55/month, with a 21-day free trial available. Get a customized Dubsado pricing quote to see which plan fits your business needs.