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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 41-50 out of 68

JS

Jolinda S

08/31/21

5 out of 5

"Easy way to send client contracts, track leads and project status."

What do you like best about Dubsado? I like that I can tell immediately when a prospect has signed my contracts and at a glance I can see where everyone is in my pipeline. What do you dislike about Dubsado? There is SO much you can do in Dubsado so it can feel overwhelming if you don't take it a step at a time. What problems is Dubsado solving and how is that benefiting you? I am getting my contracts set up for digital sending and signature, I am housing all form and leads in one place and ...

Read more

JS

Jolinda S

08/31/21

5 out of 5

"Easy way to send client contracts, track leads and project status."

What do you like best about Dubsado? I like that I can tell immediately when a prospect has signed my contracts and at a glance I can see where everyone is in my pipeline. What do you dislike about Dubsado? There is SO much you can do in Dubsado so it can feel overwhelming if you don't take it a step at a time. What problems is Dubsado solving and how is that benefiting you? I am getting my contracts set up for digital sending and signature, I am housing all form and leads in one place and ...

Read more

KF

Kimberley F

07/20/21

3 out of 5

"Started as love at first sight-but slow growth has led to less use"

What do you like best about Dubsado? I loved the ability to automate and create workflows. Being able to have everything in one place to work on client acquisition was awesome. I used Dubsado for b2b clients and then started using it as b2c. What do you dislike about Dubsado? No app despite one being promised forever What problems is Dubsado solving and how is that benefiting you? Initial client contact and swift response. The ability to send proposals and contracts immediately is a great ...

Read more

KM

Keara M

10/23/20

5 out of 5

"Robust CRM For Multiple Business Categories"

What do you like best about Dubsado? Where do I even begin? Dubsado has been a game changer for our business. The ease of use/simplicity of the system is what I like best about it. Many CRMs that are tailored to my industry (wedding venue) have so many features that are a complete waste for a site like ours. Dubsado allowed us to move our contract signing, payments, etc all online which has saved countless hours on the back end. It is also VERY affordable, which is probably my favorite ...

Read more

KM

Keara M

10/23/20

5 out of 5

"Robust CRM For Multiple Business Categories"

What do you like best about Dubsado? Where do I even begin? Dubsado has been a game changer for our business. The ease of use/simplicity of the system is what I like best about it. Many CRMs that are tailored to my industry (wedding venue) have so many features that are a complete waste for a site like ours. Dubsado allowed us to move our contract signing, payments, etc all online which has saved countless hours on the back end. It is also VERY affordable, which is probably my favorite ...

Read more

AU

Anonymous User

10/22/20

4 out of 5

"User Friendly | Helps for Small Teams"

What do you like best about Dubsado? Helpful to assign projects & manage workflow for projects/clients. What do you dislike about Dubsado? The interface. Many PM tools use bold colors to help organize & distinguish items/tasks. Would be helpful if Dubsado used this in their interface. Recommendations to others considering Dubsado: Assess what the individual needs of your organization are before choosing Dubsado. Try other PM tools and see if it is a value add to successfully completing your ...

Read more

AT

Anne T

08/12/20

4 out of 5

"Perfect tool to manage all my work in one place"

What do you like best about Dubsado? Without a doubt, it should be noted that it is a platform that has everything to learn how to manage work, provides the right tools to do all the work as you need to do it, even to learn how to do it better and better, provides what is necessary to learn to use the platform, each tool that composes it as well as the functions they impart to make the whole process easier and more fluid. It is possible to manage payment plans, their corresponding ...

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SR

Sarah R

04/09/20

5 out of 5

"Best Workflow System & more for All Business Sizes"

What do you like best about Dubsado? Everything. They have amazing automation features, workflow systems, pretty much everything you need for your business. It makes processes so much easier. What do you dislike about Dubsado? The workflow is not very intuitive but the Dubsado team are really helpful. Recommendations to others considering Dubsado: If you're a small business, big business, entrepreneur, this is for you. What problems is Dubsado solving and how is that benefiting you? It ...

Read more

SR

Sarah R

04/09/20

5 out of 5

"Best Workflow System & more for All Business Sizes"

What do you like best about Dubsado? Everything. They have amazing automation features, workflow systems, pretty much everything you need for your business. It makes processes so much easier. What do you dislike about Dubsado? The workflow is not very intuitive but the Dubsado team are really helpful. Recommendations to others considering Dubsado: If you're a small business, big business, entrepreneur, this is for you. What problems is Dubsado solving and how is that benefiting you? It ...

Read more

SR

Sarah R

03/06/20

5 out of 5

"Best way to organize your business flow!"

What do you like best about Dubsado? Dubsado is one of the best platforms out there for small businesses. It offers a great amount of structure, automation, and is overall the most practical way for me to create workflows for my business. The company is also very hands on, listens to users opinions, and is super helpful in setup and answering questions. What do you dislike about Dubsado? There isn't much to dislike. Perhaps a little more trainings on the way the to set up invoices and how ...

Read more

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