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Crm

Dubsado

Dubsado is a client management platform with lead-capture forms, proposals, contracts, invoicing and client portals. Starter is $35/month or $335/year; Premier is $55/month or $525/year and adds scheduling, workflows, public proposals and Zapier integration. Extra users and additional brands may add fees.

Dubsado Overview

Verwick Scores

Verwick Software Scorecard

AI-researched by Verwick using verified public product signals — independent from user-review ratings.
Popularity 87%
Ease of Use 80%
Features 87%
Value 87%
Integrations 74%
✦ KolApp Insight

Our quick take on Dubsado

Highly configurable client management, but Premier and setup effort are critical trade-offs. Best for creative-services onboarding, proposals and invoices.. Key limitation: Scheduling, workflows and Zapier depend on Premier; users and brands can add fees.

Starting Price
35
Free Trial
Yes
Best For
Freelancers and creative agencies seeking client forms, invoicing, proposals and automated onboarding.
Pricing Model
Flat Month
Company Size
1–5, 6–20, 21–50, 51–200, 201–1,000, 1,000+
Category
Crm

Dubsado Features

Crm Automation Client Portal

Industries

Consulting Professional Services Marketing Agencies

Dubsado Pricing

Starting price: 35

Pricing model: Flat Month

Free trial: Yes

Dubsado Integrations

Zapier Google Calendar Gmail Outlook Stripe Paypal

Dubsado Pros & Cons

Pros

  • Client intake, proposals and billing are closely linked
  • Automated workflows streamline recurring onboarding
  • Flexible forms and client-facing portals

Cons

  • Premier is required for automation and scheduling
  • Additional team members and brands can cost extra
  • Initial form and workflow design takes time

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