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

"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 ...

"The most flexible CRM I’ve ever worked with."

What do you like best about Dubsado? What I like best about Dubsado is the flexibility in allowing me to be creative with my CRM. The Software allows me to fit the information how I needed to work for my business. I think Dubsado has the beautiful advantage right now to work for any type of business and industry because it allows the administrator to be creative in the way the CRM can be populated/ formatted. What do you dislike about Dubsado? Though Dubsado is only 4 years old and is self ...

"The most flexible CRM I’ve ever worked with."

What do you like best about Dubsado? What I like best about Dubsado is the flexibility in allowing me to be creative with my CRM. The Software allows me to fit the information how I needed to work for my business. I think Dubsado has the beautiful advantage right now to work for any type of business and industry because it allows the administrator to be creative in the way the CRM can be populated/ formatted. What do you dislike about Dubsado? Though Dubsado is only 4 years old and is self ...

"Dubsado is like an answered prayer!"

What do you like best about Dubsado? I instantly liked that they were much more open to allowing interested users to take their time in learning their software program and, taking in all the ways that Dubsado can help make their business more efficient. I also found their price reasonable considering all their customization capabilities, from workflows, to payment plans, various custom forms such as proposals and packages which I like that you can combine the invoice and selected service to ...

"Dubsado is like an answered prayer!"

What do you like best about Dubsado? I instantly liked that they were much more open to allowing interested users to take their time in learning their software program and, taking in all the ways that Dubsado can help make their business more efficient. I also found their price reasonable considering all their customization capabilities, from workflows, to payment plans, various custom forms such as proposals and packages which I like that you can combine the invoice and selected service to ...

"Just about everything I need"

What do you like best about Dubsado? I love all the features Dubsado has as well as their amazing and responsive customer service. Their team is helpful, wicked smart, and even fun. What do you dislike about Dubsado? There are a few features like project management sharing that could be added but not much else. Recommendations to others considering Dubsado: Though set up needs time to do in the right order, this powerful system saves hours and hours once it’s done. Watch the tutorials ...

"Replaced 3 softwares for less money"

What do you like best about Dubsado? First off the support is amazing!!! The software does everything we need it to do and our team REALLY loves the fact we can have all our agreements, invoices (recurring too), briefing documents and opt-in forms all located in one section and tied to one client and we can also had workflows and automations that have saved us HOURS!! What do you dislike about Dubsado? Some parts that i think could use a little more work is the customization of the ...

"Love the Questionnaires"

What do you like best about Dubsado? I use Dubsado primarily for sending questionnaires to my clients during the on boarding process. I tried Google forms and the forms are not as clean and classy as the Dubsado questionnaires. I know that I can do lead generation, send emails, send proposals/contracts, use project management, invoices, etc and more however, have not really dipped into using Dubsado for all of that quite yet because I am currently using Keap (CRM) and Xero (for accounting). ...

"Dubsado - useful and intuitive"

What do you like best about Dubsado? This is a convenient way to automate communications and keep track of leads. The foms have a lot of options to style them, so they werent just plain basic form boxes. They had examples of automations which you could use to finalize your own. There was also help from Dubsado to make sure you got set up OK. The interface is easy to understand and see what's going on at a glance. We haven't used the scheduler yet. the tasks and calendar being in the same ...

"It ain't perfect, but it's the best we've got"

What do you like best about Dubsado? Love the workflows and the canned emails features. Love the forms and questionnaires. Love that there is a scheduler integrated, along with invoicing, accounting, etc. A true multi-tasker that is incredible value for the number of features and uses. What do you dislike about Dubsado? Some things just don't work the way you need them to. They *mostly* work how you need them to, but sometimes there just aren't enough features that are integrated yet. So ...