Dubsado
Dubsado: A broad CRM for service firms that need proposals, portals, payments, and automation. Ranked #26 of 33 in Professional Services CRM Software by our editors (6.8/10); pricing: 21-day trial; best for client-service firms needing proposals and portals.
At a glance
- Editor score6.8 / 10
- Pricing21-day trial
- Best forClient-service firms needing proposals and portals
- Free planNo
- Paid from$335/yr
- Workflow automationAdvanced
- Facts checked21 Sep 2026
Where it wins
- Combines proposals, contracts, invoices, and payment options
- Client portals organize forms, appointments, emails, and project details
- Premier adds unlimited lead forms and automated workflows
Where it doesn't
- No free plan is available
- Starter limits businesses to one active lead capture form
- Advanced workflow automation requires the Premier plan
Our verdict on Dubsado
Dubsado is a client-management and business-operations platform for creative businesses and other service providers. It brings lead capture, proposals, contracts, invoices, payment plans, scheduling, email integration, client portals, project organization, forms, and workflows into one system. Lead capture forms can create contact records and projects automatically, while proposals combine package selection, contracts, invoices, and payment options. It is suited to firms that want to manage the client journey from inquiry through delivery, rather than using separate tools for each stage.
Its strongest fit is the combination of client-facing tools and operational tracking. Portals can hold forms, invoices, appointments, emails, and project details. Project organization includes statuses, tags, tasks, notes, forms, invoices, and appointments. Email connections support Gmail, Microsoft 365, or SMTP with reply logging, while scheduling connects with Zoom, Google Meet, and Microsoft Teams. Payment and accounting connections include Square, PayPal, Dubsado Payments, QuickBooks Online, and Xero; Zapier is also available for broader connections.
Pricing starts with Starter at $35 per month or $335 per year. That plan includes unlimited projects and clients, invoicing and payment plans, client portals, email integration, one active lead capture form, and up to three additional users. Premier costs $55 per month or $525 per year and adds unlimited active lead capture forms and automated workflows. Workflows can respond to forms, contracts, invoices, appointments, and project dates, supporting emails, forms, invoices, reminders, tasks, statuses, and portal actions. Dubsado is a strong choice for service firms that need connected proposals, portals, and payments; teams seeking a free plan or more lead forms on the entry tier should look elsewhere.
Your product? Our editors can test Dubsado in depth and publish a review, labelled as paid · from $149/mo →
Dubsado pricing
All 2 Dubsado plans and prices →
Dubsado fact sheet
| Free plan | No |
|---|---|
| Paid from | $335/yr |
| Lead capture | Yes |
| Proposal management | Yes |
| Client portal | Yes |
| Email sync | Yes |
| Workflow automation | Advanced |
| Project tracking | Yes |
| Free trial | 21 days · no card needed |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Support | Email, Live chat, Docs |
| Built for | Solo, Small business (editorial estimate) |
| Integrations | 12 integrations: Gmail, Microsoft 365, SMTP, Zoom, Google Meet, Microsoft Teams … See all → |
| Pricing | 21-day trial (source) |
| Website | dubsado.com |
| Facts checked | 21 Sep 2026 |
Dubsado integrations
Dubsado lists 12 integrations on its own site.
- Gmail
- Microsoft 365
- SMTP
- Zoom
- Google Meet
- Microsoft Teams
- QuickBooks Online
- Xero
- Zapier
- Square
- PayPal
- Dubsado Payments
See all Dubsado integrations →
Alternatives to Dubsado
- HubSpot CRMA mature free CRM foundation with broad integrations and paid-tier expansion.9.4
- Zoho CRMA broad CRM for growing teams that need sales, marketing, automation, and AI in one system.9.2
- PipedriveA broad sales CRM for teams that need visual pipelines, automation and forecasting.9.1
See all Dubsado alternatives →
Also Ranked In
Dubsado is ranked in 4 of our directories.
Used Dubsado? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Dubsado for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
Dubsado is listed in our Professional Services CRM Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/dubsado/"><img src="https://www.itechguides.com/best/badge/dubsado.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update