Dubsado
Your business suite. Simplified.
Overview
Dubsado is a business management platform designed to help small businesses with invoicing, contracts, scheduling, and workflow automation. It is highly customizable and popular among creative entrepreneurs and coaches who want to create a branded and automated client experience.
✨ Key Features
- Lead Capture Forms
- Proposals, Contracts, and Invoices
- Automated Workflows
- Appointment Scheduling
- Client Portals
- Time Tracking
🎯 Key Differentiators
- High level of customization and branding options.
- Powerful workflow automation capabilities.
- Generous free trial.
Unique Value: Dubsado offers unparalleled workflow automation and customization, allowing service-based businesses to create highly specific and efficient client management processes.
🎯 Use Cases (5)
✅ Best For
- Creating complex, automated workflows for client onboarding and project management.
- Managing high-touch client projects with multiple steps and forms.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Users who need a very simple, straightforward scheduling and invoicing tool without complex automation.
🏆 Alternatives
While it has a steeper learning curve than HoneyBook, Dubsado provides more granular control over automations and business processes, making it ideal for users who want to build a bespoke system.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
Free tier: Up to 3 clients
🔄 Similar Tools in Business Coach Platforms
CoachAccountable
An all-in-one client management, scheduling, and invoicing platform for coaches....
Practice
A modern, all-in-one platform for coaches to manage their business....
HoneyBook
A clientflow management platform for small businesses to manage projects, clients, and invoicing....
Paperbell
An all-in-one tool for coaches that handles scheduling, payments, contracts, and client admin....
Kajabi
An all-in-one platform for selling online courses, coaching, podcasts, and memberships....
Profi
A platform for coaches, trainers, and consultants to manage their business and deliver services....