Dubsado review
A broad CRM for service firms that need proposals, portals, payments, and automation.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Dubsado pros and cons
- 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
Dubsado fact sheet, pricing and score →
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