Dubsado
UnclaimedStreamline client management and business operations for creative service professionals.
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TL;DR - Dubsado
- All-in-one business management for creative service providers.
- Automates client workflows from lead capture to project close-out.
- Enhances client experience with professional tools and communication.
Pricing: Free plan available
Best for: Growing teams
Pros & Cons
Pros
- Centralizes multiple business functions into a single system, reducing tool sprawl.
- Automates repetitive administrative tasks, saving significant time for users.
- Enhances client experience with professional, branded communications and portals.
- Offers a free trial with full Premier plan access for 21 days without requiring a credit card.
- Provides robust customer support and educational resources.
Cons
- Advanced automation and integration features are only available on the higher-tier Premier plan.
- Managing multiple brands requires an additional monthly fee.
- The Starter plan has a limitation of only one active lead capture form.
Key Features
Unlimited projects & clientsInvoicing & payment plansClient portalsAutomated workflowsScheduling and booking capabilitiesContract sending and executionLead capture formsEmail integration
Pricing Plans
Free TrialFree
Free
Starter Plan
$335/yr
- Email integration
- Unlimited projects & clients
- Invoicing & payment plans
- Form & email templates
- Client portals
- Calendar connection
- Free email & live chat support
- Mobile app access
- 1 Active lead capture form
Premier Plan
$525/yr
- Email integration
- Unlimited projects & clients
- Invoicing & payment plans
- Form & email templates
- Client portals
- Calendar connection
- Free email & live chat support
- Mobile app access
- Unlimited Active lead capture forms
- Bookkeeping integration
- Scheduling
- Automated workflows
- Public proposals
- Zapier integration
About Dubsado
By Toolradar Team·
Dubsado is a comprehensive business management platform designed for creative service businesses. It helps entrepreneurs streamline their operations, create repeatable processes, and deliver exceptional client experiences. The platform centralizes various administrative tasks, allowing users to focus on their core passion rather than chaotic admin.
Key functionalities include lead capture and conversion, automated contract sending and execution, invoicing and payment processing, client onboarding, and project close-out. Dubsado provides tools for effective communication and collaboration through client portals, branded forms, and customizable email templates. It also helps align client expectations with professional proposals, service packages, and automated workflows. The platform ensures organization throughout the client journey with dashboards, status tracking, task management, and smart scheduling, ultimately freeing up time for creative work and business growth.
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Dubsado FAQ
How does Dubsado ensure a tailored client experience compared to generic CRMs?
Dubsado allows for highly customizable branding across all client touchpoints, including proposals, forms, invoices, and client portals. It also supports personalized automated email responses and welcome packets, ensuring that every interaction feels specific and thoughtful to the client, rather than a generic template.
Can Dubsado integrate with my existing accounting software for bookkeeping?
Yes, the Premier plan includes a bookkeeping integration feature, allowing you to connect Dubsado with popular bookkeeping software to streamline your financial records and ensure accurate tracking of payments and invoices.
What specific tools does Dubsado offer to help manage a neurodivergent work style?
Dubsado provides features like centralized project information, dynamic to-do lists, status tracking, and automated workflows to reduce the cognitive load of administrative tasks. This structure helps minimize context switching and provides a predictable framework, which can be beneficial for individuals with neurodivergence by freeing up mental energy for client deliverables.
How does Dubsado handle in-person payments without requiring additional hardware?
The Dubsado mobile app includes a 'tap to pay' feature, which allows users to accept payments directly from their mobile device without the need for external card readers or other hardware, making it convenient for in-person transactions.
What is the primary difference in automation capabilities between the Starter and Premier plans?
The Starter plan includes basic form and email templates, but the Premier plan unlocks advanced automation features such as automated workflows, advanced scheduling capabilities, and public proposals, which are crucial for streamlining complex processes and reducing manual intervention.
Source: dubsado.com