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Dubsado - Business Process Management Software

Dubsado Review: Is It The Right Business Process Management Software For Your Team?

Best for SMB teams · Mid-market

Free Trial Available

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Starts from $29.17 / Month when Billed Yearly

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What is Dubsado?

Dubsado Business Process Management (BPM) software for insurance is the premier, cloud-based platform to make managing the business processes easy and enjoyable. Dubsado's features help to automate workflows and processes, streamline information sharing, create data connections and reconcile outputs to improve efficiency throughout the organization.

Pricing

  • Starts from $29.17 / Month when Billed Yearly

  • Free Trial available

Best For

Built for growing teams, from small businesses to mid-market

Security & Compliance

GDPR
  • Multi-Factor Authentication (MFA)

  • Data residency:🇺🇸

Dubsado Software Demo

Dubsado was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.

Who should consider Dubsado

Team types
Individuals, Medium Business

Why teams choose Dubsado

  • Cloud-based access enhances flexibility.

  • User-friendly design promotes quick adoption.

  • Automation features improve efficiency.

Is Dubsado right for you?

What buyers should know before shortlisting Dubsado

Dubsado offers a cloud-based solution for managing business processes, particularly in the insurance sector. Its user-friendly design simplifies workflow automation, but it may not cater to more complex needs.

Pros and cons

Dubsado pros and cons

  • Dubsado pros
  • Cloud-based access enhances flexibility.

  • User-friendly design promotes quick adoption.

  • Automation features improve efficiency.

  • Dubsado cons
  • Advanced features may be lacking.

  • Customization options are limited.

4.5/5 rating
68 verified reviews
Free trial available

Ready to try it?

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Start your free trial — no credit card required.

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See how it stacks up

Compare Dubsado side-by-side with top Business Process Management Software alternatives.

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HoneyBook
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+7 more
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Dubsado reviews and ratings

Buyer sentiment

Buyer sentiment is very strong across 68 reviews, with consistently positive feedback.

What buyers like

  • Cloud-based platform
  • Automates workflows
  • Streamlines information sharing

Common complaints

  • Limited advanced features
  • May lack customization
  • Requires stable internet connection

4.5

Very Good

Based on 42 ratings & 68 reviews

Rating Distribution

Excellent

(50)

Very Good

(10)

Good

(4)

Poor

(2)

Poor

(2)

What users are saying

DO

Dr. Omotola t

08/11/23

4.5 out of 5

"Better Than Most CRM Out There"

What do you like best about Dubsado? It's easy to use and very reliable. I really love the workflow feature best because it makes it easy to outline ...

Read more

DO

Dr. Omotola t

08/11/23

4.5 out of 5

"Better Than Most CRM Out There"

What do you like best about Dubsado? It's easy to use and very reliable. I really love the workflow feature best because it makes it easy to outline ...

Read more

AU

Anonymous User

07/10/23

0 out of 5

"Very disappointing"

What do you like best about Dubsado? Having clients sign props internally. For people very focused on analysing their lead funnels there's probably ...

Read more

AU

Anonymous User

06/20/23

4.5 out of 5

"It Made a Big Difference"

What do you like best about Dubsado? The automations are super helpful and made all the difference when I began to scale my pet photography business. ...

Read more

AU

Anonymous User

06/20/23

4.5 out of 5

"It Made a Big Difference"

What do you like best about Dubsado? The automations are super helpful and made all the difference when I began to scale my pet photography business. ...

Read more

AB

Anna B

04/24/23

5 out of 5

"Great CRM for creatives"

What do you like best about Dubsado? It's versatile and functional and able to be completely made to look on brand for my business which I love. It ...

Read more

Security & Compliance

Dubsado security and data handling

Key compliance certifications and security features for IT and security teams evaluating Dubsado.

Certifications

GDPR✓ Certified
HIPAA✗ Not certified

Security features

Single Sign-On (SSO)✗ No
Multi-Factor Authentication✓ Yes
Data Encryption✓ Yes
Audit Logs✗ No

Developer & data

Data residency
🇺🇸

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9.6

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9.8

Very Good

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8.2

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8.2

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Help & Contact

Dubsado Support Options

Customer ServiceBusiness HoursOnline
LocationLos Angeles, California

Frequently Asked Questions About Dubsado

Common questions buyers ask before choosing Dubsado.

Buyers commonly note the following limitations of Dubsado: Advanced features may be lacking.; Customization options are limited.; Internet dependency may affect usability..

Some top alternatives to Dubsado includes Bonsai, HoneyBook, ClickUp, Insight Business Management and ZapUp by 500apps.

Dubsado offers Free Trial, Subscription pricing models

We don't have information regarding integrations of the Dubsado as of now.

The starting price of Dubsado is $29.17/Month when Billed Yearly

Ready to try it?

Get started with Dubsado

Start your free trial — no credit card required.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

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