How Much Does Dubsado Cost (And is it Worth it)?

What is Dubsado?

Dubsado is an all-in-one business management tool that allows you to send contracts and invoices, handle project management, create questionnaires and other forms, manage bookkeeping, track your time, send and receive emails and so much more all from ONE app.

How Much Does Dubsado Cost?

Dubsado Pricing Plans:

1. Annual Plan

$300/Year

• Unlimited access to our entire suite of management tools and features
• Unlimited clients and projects
• Free data migration
• Custom branding across emails, contracts, client portals, and more
• Hands-on support, education, and assistance 7 days a week
• Free Trial

2.Monthly Plan

$30/mo

• Unlimited access to our entire suite of management tools and features
• Unlimited clients and projects
• Free data migration
• Custom branding across emails, contracts, client portals, and more
• Hands-on support, education, and assistance 7 days a week
• Free Trial

Overview of Dubsado Features

• Forms & Templates
• Invoicing
• Automation
• Project & Client Management
• Scheduling
• Reporting
• Client Acquisition
• Customer Support
• Client Portal
• Workflows
• Proposals

Overview of Dubsado Benefits

1. Forms designed to save time

Customize reusable form templates for your contracts, lead capture forms, questionnaires, and proposals—all with your unique branding.

2. Get paid on time

Don't let another due payment slip by. Create invoice templates with payment plans and automated reminders to keep your clients on track.

3. Clear off your plate

Cut out the repetitive work with automated workflows, recurring payments, confirmation emails, payment reminders, and more.

4. Stay organized, stay connected

Relationships matter. Manage your clients through projects and maintain organized communication with emails, task boards, and client portals.

5. Easier booking, more clients

The scheduler lets clients book right from your website, so you can spend less time coordinating and more time connecting.

6. Stay on track with your finances

Keep track of outstanding invoices, profit breakdowns, expenses, and referral sources so you can stay on top of your financial health.

Differentiating factor with ClientVenue and Dubsado

ClientVenue Key Points:

1. Easy Client Onboarding

Move away from high touch onboarding to self-serve & automated checkout onboarding model, so you can focus on scaling your agency work instead of doing the heavy lifting on your own. Use templates, and standard processes which can be duplicated for all your workflows so you can focus on work that matters the most for your agency.

2. Manage Tasks & Client Requests

Have visibility over all your projects in real time. Manage your client requests in real time, and showcase progress in a project manager-esque style. Bring all the teams together to collaborate projects in an easy manner. Get a 360 degree view of your entire project and prevent project delays from happening.

3. Storage

Store all your client related files & assets in ONE place. So that you don't have to link your drives and shareable links every time. You can just pull your resources from your dedicated drive and attach them in one place.

4. Invoicing & Billing

Get all your payment related worries handled within the Client-workspace. Having a truly integrated experience will allow you to create a self-serve checkout model where you can focus on the important bits of your business instead of chasing for payments, and getting your invoices cleared. Be it recurring billing or one time billing, we have all of that handled with native integrations using all top payment platforms and providers.

5. Teammates

Get all the stakeholders involved on the clients' side as well as your agency side as well. You can assign the permission levels to all the teammates on your side as well as the agency side.

6. Branded Experience

Make the portal look as if it's your own product, and on your own website. Make it look as if it's a native experience to your website, by changing the branding, coloring and the design to suit your brands' styling.

7. Services

You can package up all your services and show it up to your customers, this way you move from chasing payments and sending them manual pricing invoices, and get everything done in an automated fashion. Connect with all popular payment platforms, and automate your invoicing and bill collection.

ClientVenue Features

• Billing & Invoicing
• Task Management
• Dedicated Client Portal
• Client Communication
• Easy Onboarding
• File Management