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Dubsado - Business Process Management Software

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

Streamline, automate, and succeed with Dubsado.

4.5

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Dubsado Reviews & Ratings

4.5

Very Good

Based on 42 ratings & 68 reviews

Rating Distribution

Excellent

(50)

Very Good

(10)

Good

(4)

Poor

(2)

Terible

(2)

Spotsaas Editor’s POV

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.Read more

Dubsado pros and cons

  • Cloud-based platform

  • Automates workflows

  • Streamlines information sharing

  • User-friendly interface

  • Limited advanced features

  • May lack customization

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Showing 21-30 out of 68

KS

Kanika S

04/21/22

4.5 out of 5

"Good Automation for Solopreneurs"

What do you like best about Dubsado? The way you can design the proposals, questionnaires, and other forms makes it competitive when compared to other brands as you can design branded forms. The workflows that you create are great as well and can take care of the usual admin steps in most cases. What do you dislike about Dubsado? The user interface is not very intuitive. Of course, some certified specialists can help you set up your account but that doesn't help as they are very expensive. ...

Read more

KS

Kanika S

04/21/22

4.5 out of 5

"Good Automation for Solopreneurs"

What do you like best about Dubsado? The way you can design the proposals, questionnaires, and other forms makes it competitive when compared to other brands as you can design branded forms. The workflows that you create are great as well and can take care of the usual admin steps in most cases. What do you dislike about Dubsado? The user interface is not very intuitive. Of course, some certified specialists can help you set up your account but that doesn't help as they are very expensive. ...

Read more

AW

Adonya W

02/24/22

5 out of 5

"Onboarding of new clients is now a breeze!"

What do you like best about Dubsado? I prefer specific processes to be on autopilot, which makes things easier for new clients and me. Dubsado has saved me so much time because I can onboard and manage clients with greater efficiency. Plus, compared to similar products, this app simply offers more features at a better price point. What do you dislike about Dubsado? It would be nice not to have to create a new client project whenever an existing one signs a new contract. What problems is ...

Read more

AU

Anonymous User

02/11/22

4.5 out of 5

"High learning curve, but soooo rewarding!!! Dubsado is the best CRM/Client management system!"

What do you like best about Dubsado? The versatility and the software makes Dubsado one of the best client management softwares out there. It includes an invoice system, CRM and basic email features. It also includes templates for many situations, like replies and invoice reminders and much more! What do you dislike about Dubsado? At first, I found myself being overwhelmed by all the features that Dubsado offers, and pretty much found a new awesome feature behind every button. Not a bad ...

Read more

AU

Anonymous User

02/11/22

4.5 out of 5

"High learning curve, but soooo rewarding!!! Dubsado is the best CRM/Client management system!"

What do you like best about Dubsado? The versatility and the software makes Dubsado one of the best client management softwares out there. It includes an invoice system, CRM and basic email features. It also includes templates for many situations, like replies and invoice reminders and much more! What do you dislike about Dubsado? At first, I found myself being overwhelmed by all the features that Dubsado offers, and pretty much found a new awesome feature behind every button. Not a bad ...

Read more

AU

Anonymous User

01/19/22

5 out of 5

"Wonderful, all-in-one client management tool for service based businesses"

What do you like best about Dubsado? I love that it replaced about six different softwares for me (contracts, invoicing, payment processing, forms, client portal, scheduler). It is customizable and many of the features can be automated. I also love the customer support team. The owners and team are always improving the software and adding new features. What do you dislike about Dubsado? I wish it had an app so that I can be notified when I get a new lead or when a client completes a form, ...

Read more

AU

Anonymous User

01/12/22

3 out of 5

"Honest Review of Dubsado!"

What do you like best about Dubsado? What I love most about Dubsado is the flexibility with the forms and automation options. I really loved how I could send prospective clients an automated email directly after they completed a form. It created a great touch point, and saved me time without having to send the emails physically. What do you dislike about Dubsado? For newbies/non-tech savvy people, getting familiar with the Dubsado dashboard can feel cumbersome at first. But with time and ...

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AU

Anonymous User

01/06/22

4.5 out of 5

"affordable software for small business owner"

What do you like best about Dubsado? I like that I can write form responses to some of my most common emails so replying to customers and sending them contracts, invoices and proofs to approve are very quick. I also like that I can automate reminders about upcoming payments or late payments. This has really cut down on the number of clients who are 60 days or more past due. Clients with the same monthly recurring payment can be set up automatically so you don't have to create an invoice for ...

Read more

AU

Anonymous User

01/06/22

4.5 out of 5

"affordable software for small business owner"

What do you like best about Dubsado? I like that I can write form responses to some of my most common emails so replying to customers and sending them contracts, invoices and proofs to approve are very quick. I also like that I can automate reminders about upcoming payments or late payments. This has really cut down on the number of clients who are 60 days or more past due. Clients with the same monthly recurring payment can be set up automatically so you don't have to create an invoice for ...

Read more

RW

Rachael W

12/13/21

4 out of 5

"A Great CRM for Beginners (Despite the Learning Curve)"

What do you like best about Dubsado? I love how everything is organized in one place around my projects. It is an excellent software for client communication, invoicing, proposals and contracts, and consolidating all client information in one place. I like being able to send clients emails through their system when required. It helped me so much when starting my business because they have a free trial of 3 clients instead of days, so it gave me enough time to test it out and get used to the ...

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