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Dubsado

Client management for service businesses, from the enquiry form through the contract to the final payment.

Starting price
From $335 / year
Free trial
21-day free trial with full access to the Premier plan, no credit card required
API
No developer API is published. Integrations run through Zapier on the Premier plan alongside native connections
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Overview

Dubsado is a client management platform for service businesses, built around the sequence that runs from an enquiry to the last payment. A branded lead capture form starts a project; from there it covers questionnaires, proposals, legally binding contracts with signature tracking, invoices with payment plans, appointment scheduling, a branded client portal and a global time tracker. Workflows chain those steps so one completed action triggers the next. Payments run through Stripe, bookkeeping syncs to QuickBooks Online or Xero, and it is sold as two annual plans.

Our take

Dubsado sits where a project tool and an invoicing tool normally meet, and its argument is that the client never sees the seam: the branded form that captured the enquiry carries the proposal, the contract and the invoice under the same domain. That is worth most to a solo operator or a small studio whose admin is the bottleneck, and least to a team already running a separate CRM and accounting stack, because Dubsado expects to own that whole stretch rather than slot into it. Check the plan split before committing, since most of what makes the case (automated workflows, advanced scheduling, the time tracker and the Zapier connection) sits on Premier rather than Starter. Billing follows the account rather than the seat up to three extra users, which keeps a small team cheap and turns growth into a separate line to budget for.

Key Facts

Category
Starting price From $335 / year Starter plan; Premier is $525 per year. Annual billing is priced as ten months. Three additional users are included, then $25 per month for 4 to 10 users, and each extra brand costs $10 per month. Prices in US dollars.
Free trial 21-day free trial with full access to the Premier plan, no credit card required
API No developer API is published. Integrations run through Zapier on the Premier plan alongside native connections
Hosting Cloud (SaaS), with a mobile app
Made in United States

Screenshots

Placeholders. They are replaced as soon as the vendor sends material, and both open the same short form.

Features

Time tracking
Yes, a global time tracker on the Premier plan. An entry carries a task description, a project, an hourly rate and the invoice it will be billed to, runs while you work elsewhere, and is applied to that invoice from the tracker or from within the invoice.
Project costing
Not offered as a costing module. Billable hours carry an hourly rate that feeds an invoice, and reporting covers revenue and profit margins, but the published feature list has no cost rates or budget-against-actual tracking.
Invoicing
Yes, branded invoices with payment plans, recurring billing, automatic reminders and gratuity options; payments by card and ACH through Dubsado Payments on Stripe, in 135+ currencies with buy-now-pay-later and instant payouts
Resource planning
No. The published feature list runs from lead capture and scheduling through proposals, contracts, invoices, workflows, the client portal and reporting, without capacity or resource planning.
Reporting and controlling
Yes, dashboards covering month-to-month growth, profit margins, payment history and revenue patterns, plus lead conversion, project status and pipeline health
Integrations and API
No developer API is published. Zapier connects thousands of apps on the Premier plan, alongside native integrations for Gmail, Microsoft 365, Stripe, QuickBooks Online, Xero, Zoom, Google Meet and Microsoft Teams.

Integrations

  • Gmail
  • Microsoft 365
  • Stripe
  • QuickBooks Online
  • Xero
  • Zoom
  • Google Meet
  • Microsoft Teams
  • Zapier

Deployment and Support

Deployment
  • Cloud (SaaS)
  • Browser-based
Support
  • Email helpdesk
  • Chat
Onboarding
  • Documentation and knowledge base
  • Video tutorials
  • Live online demos and webinars
Company size
  • Freelancers
  • Small and mid-sized

Suitability

Industry FreelancersSmall and mid-sizedEnterprise
Agencies Stated as a fit Stated as a fit Not stated
Architecture & Engineering Not stated Not stated Not stated
Consulting Not stated Not stated Not stated
Media & Creative Not stated Not stated Not stated
Technology Not stated Not stated Not stated

The table combines the industries the vendor addresses with the company sizes the tool is aimed at. An empty cell means the combination is not stated, not that it is ruled out.

Pros and Cons

Strengths

  • Lead capture, proposal, contract and invoice run as one branded client-facing flow
  • 21-day free trial with full access to the Premier plan, no credit card required
  • Three additional users are included before the user add-ons start
  • Payments by card and ACH in 135+ currencies, with QuickBooks Online and Xero sync

Limitations

  • Automated workflows, advanced scheduling and the time tracker require the Premier plan
  • Zapier, the only published route to apps without a native integration, is also on the Premier plan
  • Extra brands and users beyond three are billed as monthly add-ons on top of the annual plan
  • Once tracked hours are applied to an invoice they cannot be edited in the tracker or moved to another invoice

Pricing

  • Starter

    $335

    Per year. Email integration, unlimited projects and clients, invoicing and payment plans, form and email templates, client portals, calendar connection, mobile app, email and live chat support, and one active lead capture form.

  • Premier

    $525

    Per year. Adds unlimited lead capture forms, automated workflows, advanced scheduling, public proposals, the time tracker, bookkeeping integration and Zapier.

Best For

Alternatives and Comparisons

FAQ

How much does Dubsado cost?
Dubsado is sold as two plans: Starter at $335 per year and Premier at $525 per year, with annual billing priced as ten months. Three additional users are included; beyond that, 4 to 10 users cost $25 per month, 11 to 20 cost $45 and 21 to 30 cost $60. Each additional brand is $10 per month.
What is the difference between the Starter and Premier plans?
Both plans include email integration, unlimited projects and clients, invoicing and payment plans, templates, client portals, calendar connection and the mobile app. Premier adds unlimited lead capture forms, automated workflows, advanced scheduling, public proposals, the time tracker, bookkeeping integration and Zapier.
Does Dubsado have time tracking?
Yes, on the Premier plan. The time tracker runs from anywhere in Dubsado and each entry is assigned a task description, a project, an hourly rate and the invoice it will be billed to, then applied to that invoice. Once applied, the hours are edited on the invoice itself rather than in the tracker.

What users say

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