Dubsado

Dubsado

38 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Dubsado	Score8 out of 10	N/A	Dubsado, from the company of the same name Burbank, is a small business technology management solution, providing contact and contract management, invoicing, and calendaring, in an all-in-one solution.	$35 Per Month [3 Users]

Pricing

Dubsado

Monthly Plan: $35.00
Per Month [3 Users]
Yearly Plan: $350.00
Per Year [3 Users]

Pricing Offerings
Dubsado
Free Trial
Yes
Free/Freemium Version
No
Premium Consulting/Integration Services
No

No setup fee

For Additional Users: 4-10 users $25.00 per month; 11-20 users $45.00 per month; 21-30 users $60.00 per month

Community Pulse
Key User Insights
	Dubsado
Considered Both Products	Dubsado Karen Cisnero Founder in Professional Services at Karen Remotely (Management Consulting, 1-10 employees) Chose Dubsado Dubsado is more customizable and with robust features. Also, the user interface is visually pleasing but definitely has steep learning curve. Once you get the hang of it, it’s very easy especially with other developers helping users create beautiful form, proposals with ease … Incentivized Helpful? Robyn MacNeill CEO, Leadership & Success Coach in Professional Services at Robyn MacNeill Co. (Management Consulting, 1-10 employees) Chose Dubsado I found HB to be too basic for my needs. It's a much easier setup for non techy people, but its not as customizable as Dubsado. Incentivized Helpful? Emma Sparrow UX Designer in Sales at Em Sparrow Design (Design, 1-10 employees) Chose Dubsado Dubsado is more of an all in one, is affordable for small business and the usability far out weighs any other platform. The automation is reliable and I would never switch to another provider. Incentivized Helpful? Verified User Chose Dubsado I have tried a few alternatives Honey Book - similar system, Dubsado has much better features in terms of customizing the estimates and allows to automate the sending of forms. I left Honey Book for Dubsado. Clust Doc - not the same, but it does overlap in terms of automation … Incentivized Helpful? Morgan Specht Owner + Designer in Marketing at Specht & Co. Creative Studio (Design, 1-10 employees) Chose Dubsado 17 Hats was too complicated, not very visually appealing, and very expensive compared to Dubsado. Incentivized Helpful? 🧁Mary BRANDT, M.A.🧁 CFO and Founder in Professional Services at The LinkedIn Bakery (Consumer Services, 1-10 employees) Chose Dubsado Because it handles all pieces of bringing on a new client and managing recurring clients. Incentivized Helpful? Heather Herring Owner at Two Birds Solutions (Professional Training & Coaching, 1-10 employees) Chose Dubsado Dubsado overall is so multifunctional that the other platforms didn't stand a chance. I will say I do use ClickUp alongside Dubsado. Dubsado isn't super awesome for task organization and management, but ClickUp blows all the other task management software out of the water. … Incentivized Helpful?
	Would buy again
	No answers on this topic
	Delivers good value for the price
	No answers on this topic
	Happy with the feature set
	No answers on this topic
	Lived up to sales and marketing promises
	No answers on this topic
	Implementation went as expected
No answers on this topic

Features

Dubsado

Comparison of Sales Force Automation features of Dubsado
Feature	Dubsado 9.0 9 Ratings
Customer data management / contact management	8.88 Ratings
Workflow management	9.49 Ratings
Opportunity management	8.95 Ratings
Integration with email client (e.g., Outlook or Gmail)	9.17 Ratings
Contract management	9.69 Ratings
Quote & order management	8.87 Ratings
Interaction tracking	9.17 Ratings
Channel / partner relationship management	8.03 Ratings

Comparison of Customer Service & Support features of Dubsado
Feature	Dubsado 8.2 3 Ratings
Case management	7.23 Ratings
Call center management	10.01 Ratings
Help desk management	7.32 Ratings

Comparison of Marketing Automation features of Dubsado
Feature	Dubsado 8.1 6 Ratings
Lead management	8.16 Ratings

Comparison of CRM Project Management features of Dubsado
Feature	Dubsado 7.6 9 Ratings
Task management	6.78 Ratings
Billing and invoicing management	8.49 Ratings
Reporting	7.77 Ratings

Comparison of CRM Reporting & Analytics features of Dubsado
Feature	Dubsado 8.3 6 Ratings
Forecasting	8.93 Ratings
Pipeline visualization	8.46 Ratings
Customizable reports	7.66 Ratings

Comparison of Customization features of Dubsado
Feature	Dubsado 8.8 9 Ratings
Custom fields	8.39 Ratings
Custom objects	8.46 Ratings
Scripting environment	9.92 Ratings
API for custom integration	8.55 Ratings

Comparison of Security features of Dubsado
Feature	Dubsado 7.9 6 Ratings
Single sign-on capability	7.83 Ratings
Role-based user permissions	8.05 Ratings

Comparison of Integrations with 3rd-party Software features of Dubsado
Feature	Dubsado 4.7 3 Ratings
Marketing automation	5.53 Ratings
Compensation management	4.02 Ratings

Comparison of Platform features of Dubsado
Feature	Dubsado 6.9 2 Ratings
Mobile access	6.92 Ratings

User Ratings
	Dubsado
Likelihood to Recommend	9.4 (9 ratings)
Likelihood to Renew	8.0 (1 ratings)
Usability	8.9 (5 ratings)
Support Rating	9.2 (5 ratings)