Dubsado Reviews

Dubsado helps your business stay in motion. Build relationships, schedule appointments, and create workflows to streamline your projects from start to finish.

Dubsado Reviews

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.

Dubsado helps your business stay in motion with its client portal. Build relationships, schedule appointments, and create workflows to streamline your projects from start to finish.

Deployment & Support

DEPLOYMENT

  • Cloud, SaaS, Web-based

Dubsado is a cloud-based software that can be used on any device with an internet connection. This enables you to have access to your projects, invoices, contacts, etc., from anywhere at all times.

Dubsado offers 24/7 phone support so you are never without help when it comes to fast answers and resolutions.

  • Desktop - Mac

Dubsado is available on Mac. It is built with the same technology as the web application, therefore making it easy to get started with your account once you have downloaded the software.

  • Desktop - Windows

Dubsado is available on Windows for businesses that are looking to expand their business outside of the online world. The offline version of Dubsado allows businesses to continue working, even when the internet is not accessible.

  • On-Premise - Windows

Dubsado is available on both desktop and mobile, so you can choose the method that works best for your company. You also have the option to use an on-premise version if you prefer not to host Dubsado online with a third party.

SUPPORT

  • Email/Help Desk

Dubsado offers email and phone support to all its users. Users can choose the method that works best for them to communicate with Dubsado's team members.

  • Knowledge Base

Dubsado offers a detailed knowledge base for all users to reference if they ever run into any problems or have questions. Users can find their answers quickly without having to wait for customer support.

  • Phone Support

Dubsado offers phone support so you can get your questions answered as quickly as possible. You can also send your files and screenshots to make the process go even faster.

  • Chat

Dubsado offers real-time chat support to users as they navigate the website. Users can ask questions, or report any problems they are having with their account.

TRAINING

  • Live Online

Dubsado offers live online training sessions where users can ask their questions and get detailed answers directly from Dubsado's 20+ years of experience in the business management software industry.

  • Webinars

Dubsado offers webinars for its users that are interested in learning more about how they can grow their business. Dubsado goes over their services, as well as, how to use them.

  • Documentation

Dubsado offers a wide variety of online documentation for users to reference if they ever have any questions or concerns about using their software.

Dubsado Features

  • Forms & Templates

Dubsado is good at creating forms in general, but in particular, it is good at creating Questionnaires.

  • Automation

Dubsado's automation is unparalleled when compared to other business management tools. The best thing about Dubsado's automation is you don't need to code anything. All the automation is done using simple steps that can be created in just a few minutes.

  • Project & Client Management

Dubsado's project management has many tools that can help you plan and manage projects. It also allows for collaboration between team members and clients, so everyone is on the same page at all times.

  • Scheduling

Dubsado offers a smart calendar system to schedule calls, meetings, events, or appointments for your clients or other users in your business. You can either choose from Dubsado's library of templates or create custom ones to perfectly suit your needs.

  • Reporting

Dubsado offers amazing reports through an easy-to-use interface: income statements, financial charts and graphs, activity reports, and invoice reports, etc. Using these reports you can analyze everything related to the business: where the money comes from, where it goes, and what the completed projects were.

  • Client Acquisition

Dubsado has a built-in client referral system that allows you to track who sent the client and how much they get if the client becomes a paying customer. This makes it easy for marketers to build relationships with influencers while ensuring everyone gets their cut from future deals.

  • Proposals

Dubsado's proposal generator lets you create beautiful proposals that will impress clients before they even talk to your sales team! It also allows you to include terms and conditions in your proposals, so they know exactly what they're signing up for.

  • Customer Support

Dubsado offers email support, a help desk ticketing system, live chat, webinars, and a knowledge base library full of articles on how to use Dubsado.

It is also available on phone, which makes it easy to reach people in case of an emergency.

  • Dubsado Integrations

Several third-party tools integrate with Dubsado, including Aweber (automatically add email subscribers to new forms), Freshbooks (automatically create invoices for time tracked in Dubsado), and Zapier (connect your database with most apps).

Dubsado Pricing Structure:

1. Annual Plan

$350/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

$35/month

  • 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 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. It is Projects that increase productivity

Choose from a library of project management templates or create your own to track time, expenses, and revenues. It is easy enough Customized to fit your unique needs.

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.

You will get a clean, organized proposal that highlights all the amazing features of your services and products. Once you close a deal, the reports tell the story.

Dubsado offers amazing reports through an easy-to-use interface: income statements, financial charts, and graphs.

3. Clear off your plate

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

With Dubsado you will never be limited on the number of clients, projects, or forms. Dubsado has email notifications, so you can pick and choose which notification types you want.

4. Stay organized, stay connected

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

Dubsado uses a client referral program to make sure your current customers know how much you appreciate them.

Dubsado is accessible from all mobile devices and works just as well as a desktop.  Get better visibility into your business. Manage contacts, clients, deals, expenses, and revenues through the same platform.

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.

Dubsado integrates seamlessly with your favorite apps and tools so you can import contacts, send email campaigns, create automation workflows, and more.  Keeping good records

Dubsado has an easy-to-use, beautiful interface where you can manage contacts, leads, deals, and your referral programs.

Dubsado will increase your business by eliminating repetitive tasks, reducing setbacks, and creating a system that works for you.

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.

Dubsado makes it simple to manage your business so you can focus on what matters. That's why successful entrepreneurs choose Dubsado. The bottom line it saves time brings in more revenue and has everything you need to run your business with ease.

7. Helps you send Invoices

Dubsado is a great, reliable, and affordable billing solution to manage your freelance career. You can create and send beautiful invoices and you get paid faster with this tool.

You don't need much for this one: just create an account on Dubsado and you're ready to start tracking time, money, projects, and anything else that's important it also tracks all the time you spend working so you can take care of your invoices and get paid.

8. Marketing tools

It's a platform that helps marketers to streamline their email marketing efforts, via subscription forms, search engine optimization, email automation, and a whole lot more.

Dubsado has helped thousands of freelancers and is one of the world's leading experts when it comes to email marketing automation.

9. Analytics tools

Dubsado has a great analytics suite where you can easily understand how your campaigns are doing by seeing detailed insights into open rates, click rates, top opening times, and more.

All in all, Dubsado is a great solution for freelancers. It has an easy-to-use interface and you get to save time by importing contacts, sending automated emails, and creating referral programs.

10. Helps you to create custom contracts

Dubsado is an online invoicing platform that helps you automate your operations, send better quotes and accept payments faster.

Dubsado lets you define custom contracts for all your clients - from simple hourly projects to complicated fixed-price agreements.

By doing this, Dubsado will help you streamline will have ability to track time, create custom invoices, generate quotes and accept payments.

Dubsado is for any freelancer / small business owner who needs to manage their contacts, a few of the great things Dubsado can help you with:

  • Send better quotes and manage your business from anywhere

With Dubsado, creating custom contracts for all your clients is easy - from simple hourly projects to complicated fixed-price agreements.

Dubsado will make sure you send invoices and track time's a great tool. It's an all-in-one solution for several business needs, from invoicing and managing your client interactions to marketing and analytics.

11. Helps you to manage your project workflows

Dubsado has a beautiful interface where you can manage contacts, leads, deals, and referral programs. Dubsado will increase your business by eliminating repetitive tasks, reducing setbacks, and creating a system that works for you.

Dubsado is a hosted solution that offers a wide range of features to help save time, automate processes the workflows to focus on what matters.

That's why successful entrepreneurs choose Dubsado. The bottom line—it saves time, brings in more revenue, and has everything you need to run your business with ease. Dubsado is a powerful productivity suite for small businesses and freelancers.

12. Leads and contacts management tools

With Dubsado, you can easily keep track of all your leads and contacts - from simple task lists to automated lead nurturing.

Dubsado will automatically create a custom landing page for each one of your prospective clients so they can request a quote and sign up right away.

Here are the best things about using Dubsado:

  • Track time and create invoices with ease - No more double entry of time! With Dubsado, you can easily track your progress on any project or task, send custom quotes, and invoice clients faster than ever. One of the best things about Dubsado is that it's very affordable.
  • Automate your lead nurturing campaigns - A powerful feature of Dubsado is its built-in lead management capabilities. You can easily create custom landing pages for each. If you're looking for an all-in-one solution, Dubsado is one of the best options out there.

13. Social Media Tools

Dubsado offers powerful social media marketing capabilities, so you can easily manage your social contacts, engage with leads and stay connected on Facebook, Twitter, and more.

Dubsado offers a powerful suite of customer service tools - including live chat, email support, and self-help.

With Dubsado, you can easily create tasks manually or automatically receive notifications when something happens with your leads.

14. Email Marketing Automation

You don't need Hubspot or other professional email marketing software - With Dubsado's simple yet effective features you can create automated campaigns that will help you connect with your audience in a friendly way - without having any technical knowledge!

Dubsado is 100% free, with no hidden costs. You can create your account for free and get started right away! There are no monthly fees, setup fees, or penalties of any kind.

15. Cloud storage and version control

Dubsado is simple to use, yet powerful business software for small businesses. No matter what kind of freelancer or services you offer, Dubsado can help you manage it easily and efficiently.

Dubsado is affordable and provides an easy way for individuals and companies to manage their contacts and accounts. Dubsado offers online customer service and is one of the top tools available on the market today.

Pros and Cons of Dubsado

Pros:

  • It has a lot of features and customizations available.
  • You can also use the tool for free up to 3 clients which is great if you’re starting.
  • Customizable fillable forms.
  • Automation and scheduler function.
  • Ability to create Client Portals.
  • White-label branding ability.
  • Amazing customer service.

Cons:

  • Some user reviews noted that there can be quite a learning curve to start using the tool and the user interface can be cluttered at times.
  • There’s also no mobile app.
  • The software is constantly having bugs and errors.
  • The steep learning curve at first.
  • No option to import and export contacts.
  • Poor pipeline management.
  • No task management function.
  • Clunky user interface.
  • Limited customer success options.

Alternatives for Dubsado

There is a lot of other software and products that can help you with your freelancing business - here are some of the best:

  • Active Collab

Dubsado is Active Collab but on steroids. The tool will let you manage projects, tasks, and time while keeping track of all your contacts, emails, and messages without breaking a sweat.

You get unlimited storage for files (even videos) and no limits on bandwidth or users. If you want to try it out, there’s also a free plan which offers up to 5 clients with basic features included.

  • Asana

Another amazing alternative for Dubsado is Asana. This project management software lets teams collaborate via different projects and tasks easily and effortlessly.

With this product, you can map out your strategy and organize your projects, so you have a greater chance of success. It also comes with a free plan that lets you manage up to 15 clients at once.

  • Projecturf

Projecturf is great if you want to create beautiful pipelines easily. With this product, you can map out your sales pipeline visually instead of using a spreadsheet or bcc emailing everyone in the process.

The tool also offers powerful analytics at your fingertips - giving you the ability to keep track of deals and opportunities easily.

  • Prospect

If Dubsado doesn't offer enough for lead nurturing, Prospect might be best for you! This software allows users to discover leads easily by creating custom surveys or digging into their social profiles to extract important info.

With this tool, you can set up a drip campaign to nurture leads and automate your lead scoring - making sure that only the most qualified leads get in touch with you.

  • Trello

Trello is a free tool for organizations. It's a digital bulletin board that is used by teams to complete tasks via different cards keeping track of everything in one place.

This product lets you create checklists, add due dates and keep track of everything in one place without having to bcc everyone on each email. It also comes with amazing integrations which makes it even better!

  • ZohoCRM

Zoho is a CRM that helps marketers manage their leads, pretty much like Dubsado. The tool lets you manage your pipeline, create campaigns, and organize all your contacts in one place so you have a clear understanding of what's going on with each deal or opportunity.

You can also use the product to assign tasks, keep track of sales history, and set up email templates for faster communication with prospects.

  • Capterra

If you're looking for a free alternative, Capterra is pretty much the best option. With this tool, you can manage your leads and connect with them via email without having to bcc everyone on each email.

Plus, it comes with an amazing user interface that helps you analyze your favorite companies so you know what tools they use - which will come in handy if you want to get in touch!

  • CoSchedule

CoSchedule is a platform that helps marketers streamline their workflow. It comes with a calendar where you can plan out your blog posts and social media updates in advance - saving you time and energy in the process.

The tool also comes with built-in SEO, so it's easier for prospects to find your content and get in touch. This product is also available for free, making it an amazing Dubsado alternative!

  • HubSpot CRM

If Salesforce doesn't work for you because it's too expensive, HubSpot CRM  might be best for you. This product has powerful sales features such as lead scoring and email tracking which is essential when doing B2B sales.

Plus, it lets analyze your favorite companies so you know what tools they use - which will come in handy if you want to get in touch!

  • Unbounce

Unbounce is a marketing software that makes it super easy and fast for marketers and entrepreneurs to create beautiful landing pages and pop-up forms managing their entire conversion funnel from start to finish.

This product also offers powerful analytics at your fingertips giving you full control of ads and sales funnels while uplifting the workflow. It comes with a calendar where you can plan out your blog posts and socialize.

Conclusion

Dubsado is simple CRM software that offers some useful features that are best used by smaller businesses who need an affordable alternative to ZenDesk or Salesforce.

The tool has received mixed reviews from users but has great customer service particularly notable if problems are integrating other apps to Dubsado.

It does come at a cost despite having a free plan available though! Try out the demo first before making any purchases.