Dubsado is a customer relationship management (CRM) software designed for entrepreneurs and freelance consultants with tools built for collaboration and client management. It allows users to manage their contacts, track billable hours, and share status of their projects. Its base pricing starts at $35 per month, and it is best for users who like to keep track of their projects using Kanban boards.
Dubsado Pros and Cons
The free trial has no time limit and the paid subscription plan is simple and straightforward
No proactive marketing tools like email campaigns and website builders
Provides users with useful and visual Kanban boards to manage their clients and tasks
No advanced analytics or forecasting features
Who Dubsado is Best For
- Users who like using Kanban boards to track project status: Dubsado’s interface is far from boring. It is highly visual with many color-coded functionalities laid out in an easy-to-understand Kanban board format—enabling even the most non-technical users to easily learn how to use the platform.
- Users who need payment processing tools within their CRM software: The platform offers a wide range of payment processing options such as quick payments, recurring payments, recurring invoices, and more. These features could prove useful for freelancers and solopreneurs who run their businesses end-to-end—from servicing their clients to collecting payments.
Dubsado’s pricing has a base plan that costs $35 per month or $350 per year for one to three users. Subscribers can also add users to the base plan, as demonstrated in the table below. There are no differences to the features for the various pricing tiers.
1 to 3 Users (Base Plan)
4 to 10 Users
11 to 20 Users
21 to 30 Users
Looking for a free, easy-to-use CRM? Try Freshsales.
Last updated on 03/26/20
All plans support an unlimited number of clients and projects and include one brand. A brand may be considered as one business entity. For example, if you are running two businesses and handling clients under both, then you would need to buy an additional brand allocation to manage them concurrently in the platform.
For users who need more than one brand, it costs $10 per brand per month. If you want to add more than three users to your account, you would need to buy an add-on pricing package, starting at $25 per month for four to ten users.
I signed up for Dubsado’s free trial. The first thing I observed when I started exploring the platform is its highly visual interface. The whole platform is designed to look like a Kanban board and tools are mostly color-coded for better differentiation of the functionalities. Its main tools have shortcut tabs on the left side of the screen: dashboard, reports, calendar, tasks, utilities, and templates.
The interface is also laid out simply and is easy to understand. For example, when I checked out the Projects tab, it is easy to locate all the essential features: leads in the pipeline, jobs, existing projects, archived projects, and more. It also provides information fields for client information, wherein you can easily input your client’s name, their contact info, invoice, contract, workflow among others.
Dubsado Alternatives 2020
B2B businesses that need a customizable, robust, and competitively priced CRM with built-in phone
Small businesses that want a CRM with enterprise-class sales and support features
Businesses that want a free, no-frills CRM with basic features and unlimited users
Teams that want a user-friendly and visual pipeline to manage sales
Organizations seeking free lead and management software with integrated reporting
Businesses looking for a robust CRM with a top-notch mobile app
Dubsado provides you with an extensive set of CRM tools to help you manage your customer relationships better and continuously grow your business. Below are some of its key features:
Client and Project Management
Dubsado provides you with extensive tools to manage both your clients and projects. In the platform, you can create projects for your clients and stay on top of upcoming tasks, completed forms, and deadlines. It lets you set up a simple and customizable portal to allow your clients to access all of their forms, emails, and invoices in one place.
It also enables you to organize your clients and projects into categories, onboarding stages, or any other custom setup; and create private boards for you and your team to stay on track, or share public boards with your clients to reach goals together.
With this feature, you can automatically send emails, forms, and invoices, and trigger unique actions and tasks within a project. You can also setup pauses in a workflow with required tasks or approvals if you want to check in at any point and customize workflow actions to be triggered conditionally or at a specific day and time.
Dubsado also provides tools to create templates for your workflows (repeated or single use), as well as set up automatic and personal emails to be sent to your client as soon as they reach out to you.
Scheduling and Appointment Setting
Dubsado makes scheduling meetings and appointments easy. As the platform allows your clients to access their own portal, you can allow them to schedule individual time slots based on your availability. You can easily do this by adding a scheduler to your website, so your clients can easily book an appointment, complete a proposal, and make a payment without leaving your site.
The tool also gives you the option to add padding before and after appointments to give yourself time in between meetings, as well as sync with your Google, iCloud, Outlook, or Office 365 calendar to prevent overbooking.
Dubsado provides a wide range of options to assist you in getting paid for all the work that you are doing for your customers. Payment processing tools include invoicing, quick payments (your clients can easily pay from any device), recurring invoices, payment overdue reminders, and gratuity. You can also connect your Dubsado account to your Stripe, Square, or PayPal account for simple payment processing.
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Most Helpful Dubsado Reviews
Most Dubsado reviews I found online are positive. Users commended its great customer support—especially their receptiveness in hearing user feedback on how to improve the software. Concerns raised by users include limitations on the emailing feature.
Most helpful positive review: Excellent customer support; developers listen to suggestions for improvements from users
“Perhaps the best thing about Dubsado is how involved the creators are. They’re always looking for feedback and suggestions, adding new features, and keeping their users happy. I also love that there are so many learning opportunities and tutorials to help you best utilize the software. They also have a great trial period, which is very different from others. There are also great features that creatives and service providers need to run their businesses.”
Most helpful negative review: Emailing feature can be improved
“I wish the emailing feature was a little better integrated. For example, sometimes, I need to send the same email to a client, but I can’t go into my sent folder from Dubsado and resend the same email.”
Dubsado Frequently Asked Questions (FAQs)
Is there a limit to the number of brands I can add to my plan?
Users can add as many additional brands as they like. They just need to pay $10 for each additional brand enrolled.
What is Dubsado’s refund policy?
Refunds will only be issued if a user requests it and only for the current month they are in. For annual plans, refunds will not be issued if the subscription is canceled after 14 days.
How long can I use the free trial?
Dubsado’s free trial does not expire and customers can use it as long as they want. However, it is limited to three clients or leads.
Our Top CRM Provider Picks
If you are not sure if Dubsado is right for you, this article on the 10 Best CRMs for Small Business is a review of our top choices. Our team looked at a variety of solutions and narrowed down our recommendations based on price, features, and ease of use.