Dubsado
Build relationships, schedule appointments, and create workflows to automate your entire process.
Overview
Dubsado is a comprehensive business management solution that helps small business owners manage leads, clients, projects, and payments. It is known for its powerful and highly customizable workflow automation, allowing users to automate everything from sending initial emails to final project offboarding.
✨ Key Features
- Customizable Workflows
- Forms & Templates (Proposals, Contracts, Questionnaires)
- Invoicing & Payment Plans
- Client Portal
- Scheduling
- Lead Capture
🎯 Key Differentiators
- Powerful and highly customizable workflow automation
- No limit on clients in paid plans
- Generous free trial with up to 3 clients
Unique Value: Dubsado offers unparalleled workflow automation and customization, allowing service-based businesses to create highly specific and efficient client management processes.
🎯 Use Cases (4)
✅ Best For
- Popular among photographers, virtual assistants, designers, and coaches for its deep customization options.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Users who need a very simple, out-of-the-box solution
- Freelancers who do not need complex automation
🏆 Alternatives
While it has a steeper learning curve than HoneyBook, Dubsado provides more granular control over automations and business processes, making it ideal for users who want to build a bespoke system.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
Free tier: Unlimited trial with up to 3 clients
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