Dubsado Reviews in July 2026: User Ratings, Pros & Cons

"Great CRM for Small Businesses, Consultants, and Service-Based Businesses"

What do you like best about Dubsado? Dubsado is a great all-in-one tool for consultants and coaches who offer both preset packages/offers and custom offers. It combines all the essential functions of a front-end CRM, including scheduling links, lead forms, questionnaires/surveys, proposals, contracts, and invoicing manually and with autopay. You can set up one-time payments, payment plans, and recurring invoices. It's also easy to set up and white label for your brand. My clients love the ...

"Great CRM for Small Businesses, Consultants, and Service-Based Businesses"

What do you like best about Dubsado? Dubsado is a great all-in-one tool for consultants and coaches who offer both preset packages/offers and custom offers. It combines all the essential functions of a front-end CRM, including scheduling links, lead forms, questionnaires/surveys, proposals, contracts, and invoicing manually and with autopay. You can set up one-time payments, payment plans, and recurring invoices. It's also easy to set up and white label for your brand. My clients love the ...

"Dubsado is a lifesaver for my business!"

What do you like best about Dubsado? I love that I can automate interactions. What do you dislike about Dubsado? I wish it offered texting in its workflows. What problems is Dubsado solving and how is that benefiting you? It helps me stay on top of new leads, while also better serving my current client base.

"Won't Delete My Account, It's Making My Business Look Disorganized"

What do you like best about Dubsado? It was a decent system but didn't work for our needs. What do you dislike about Dubsado? It didn't work for us, and I canceled our subscription. They still continued to send out automated emails to our clients, including invoices (that were inaccurate because the clients have since changed their packages) after deletion and have since refused to delete our account and information from our system. I've emailed them 5 times asking them to delete my ...

"A tool that every business needs"

What do you like best about Dubsado? The workflows integrated with client management and even automated emails takes our service to a whole new level. It allows us to seamlessly communicate with potential clients and efficiently and professionally onboard a client once they sign proposal (which can also be created in Dubsado) What do you dislike about Dubsado? I don't know that I have found any downsides to the platform yet. Maybe the learning curve. It takes some time to get use to the ...

"Great for starting a business and for freelancers!"

What do you like best about Dubsado? I love all of the ways you can set up templates so you don't have to type the same emails over and over again. I also love how clean everything looks when you are communicating to your clients, from invoices to sending contracts. What do you dislike about Dubsado? It doesn't seem to be built for companies that have more than a few employees or who use sub-contractors that may need to communicate to clients if you want to track all ...

"DUBSADO IS THE BEST CRM TOOL"

What do you like best about Dubsado? The best thing about Dubsado is I can manage all my projects and collect payments all in one place. I use Dubsado as my primary way to collect data, communicate with my clients, and keep track of their projects. What do you dislike about Dubsado? I'm not too fond of the lack of customization. If you want to slay your Dubsado, you'll have to purchase a template. Dubsado just started working on a new BETA interface for their forms. So that's a ...

"Good tool from the available ones."

What do you like best about Dubsado? The best part is how you can send branded proposals, and link your proposals to contracts and invoices. I also like how you can link invoices to your scheduler. The workflow feature helps set automation for the usual admin steps. I also like how strong and active their community is so you can always get answers to your questions. What do you dislike about Dubsado? Certain missing features include how you cannot set up project management or task boards, ...

"Good tool from the available ones."

What do you like best about Dubsado? The best part is how you can send branded proposals, and link your proposals to contracts and invoices. I also like how you can link invoices to your scheduler. The workflow feature helps set automation for the usual admin steps. I also like how strong and active their community is so you can always get answers to your questions. What do you dislike about Dubsado? Certain missing features include how you cannot set up project management or task boards, ...

"The best way to onboard my clients!"

What do you like best about Dubsado? Easy to build templates, invoices and proposals. Avoid the repetition of tasks, since I have pretty much all created in advance! What do you dislike about Dubsado? I'd love to have more calendar templates for each of my team members and be able to get paid on multiple currencies. What problems is Dubsado solving and how is that benefiting you? I solve many of my daily time consuming tasks, such as emailing, invoicing, invoice reminders and automated ...