Dubsado Pros and Cons

Dubsado is a great all-in-one tool for consultants and coaches who offer both preset packages/offers and custom offers. It combines all the essential functions of a front-end CRM, including scheduling links, lead forms, questionnaires/surveys, proposals, contracts, and invoicing manually and with autopay. You can set up one-time payments, payment plans, and recurring invoices. It's also easy to set up and white label for your brand. My clients love the white-labeled client portal feature where they can see everything in one unified hub.

The workflows functionality in Dubsado allows me to automate many aspects of our client funnel and inboarding process. The capacity to let the system automate process and then set triggers and reminders for manual tasks, means clients don't fall through the cracks, they can find everything they need and we spend less time making sure contracts get signed and invoices get paid. Review collected by and hosted on G2.com.

There are some advanced features like being able to assign payment plans to a package that aren't available yet. Right now, my biggest headache, is that if I send a proposal with multiple packages to choose from that have different payment plan options, I can't generate the invoice automatically from the proposal because the payment plan can only be applied to the invoice not the package. Review collected by and hosted on G2.com.

Dubsado has many of the basic CRM features needed for a small business today. It is beautifully designed with many updated features in the works that are sure to make it even better. Review collected by and hosted on G2.com.

Dubsado isnt the most robust tool out there. It is missing many features that would incorporate a lot of daily tasks for small businesses such as integrated text and email messaging, reputation management, and website management. Review collected by and hosted on G2.com.

Easy to bill clients and we love the way the emails look when we send them from Dubsado. Review collected by and hosted on G2.com.

Wish that there was an easier way to load contracts--there's a lot of sections you need to go through in order to load an old contract or form. Review collected by and hosted on G2.com.

My emails and tasks are easily found, catagorized very well. Email communications with clients are Review collected by and hosted on G2.com.

The tasks features become hard to archive. Takes several steps to finally archive tasks. Review collected by and hosted on G2.com.

The workflows integrated with client management and even automated emails takes our service to a whole new level. It allows us to seamlessly communicate with potential clients and efficiently and professionally onboard a client once they sign proposal (which can also be created in Dubsado) Review collected by and hosted on G2.com.

I don't know that I have found any downsides to the platform yet. Maybe the learning curve. It takes some time to get use to the platform but that comes with any new technology/software. Review collected by and hosted on G2.com.

I love all of the ways you can set up templates so you don't have to type the same emails over and over again. I also love how clean everything looks when you are communicating to your clients, from invoices to sending contracts. Review collected by and hosted on G2.com.

It doesn't seem to be built for companies that have more than a few employees or who use sub-contractors that may need to communicate to clients if you want to track all communication. Review collected by and hosted on G2.com.

The best part is how you can send branded proposals, and link your proposals to contracts and invoices. I also like how you can link invoices to your scheduler. The workflow feature helps set automation for the usual admin steps. I also like how strong and active their community is so you can always get answers to your questions. Review collected by and hosted on G2.com.

Certain missing features include how you cannot set up project management or task boards, it's not very suited for slightly bigger teams and you also cannot set up email campaigns. Since it caters to a lot of industries, some or the other feature specific to the industry gets left out. Their payment schedules are slightly complicated as well. Review collected by and hosted on G2.com.

It was a decent system but didn't work for our needs. Review collected by and hosted on G2.com.

It didn't work for us, and I canceled our subscription. They still continued to send out automated emails to our clients, including invoices (that were inaccurate because the clients have since changed their packages) after deletion and have since refused to delete our account and information from our system. I've emailed them 5 times asking them to delete my account, and they have continued to be shady and say that I can remove all of the client information and all of my information from the account manually, but won't delete our account. My clients that received automated emails from them are irritated because we look disorganized for sending them incorrect invoices. Horrible customer service from Dubsado. Review collected by and hosted on G2.com.

The way you can design the proposals, questionnaires, and other forms makes it competitive when compared to other brands as you can design branded forms. The workflows that you create are great as well and can take care of the usual admin steps in most cases. Review collected by and hosted on G2.com.

The user interface is not very intuitive. Of course, some certified specialists can help you set up your account but that doesn't help as they are very expensive. Plus, it's not a great tool if you need to hire someone to do the basics so you can start. Review collected by and hosted on G2.com.

The versatility and the software makes Dubsado one of the best client management softwares out there.

It includes an invoice system, CRM and basic email features.

It also includes templates for many situations, like replies and invoice reminders and much more! Review collected by and hosted on G2.com.

At first, I found myself being overwhelmed by all the features that Dubsado offers, and pretty much found a new awesome feature behind every button.

Not a bad thing per-se, but a bit too much when you just want to start quickly.

However, they also have a great collection of courses available, up to the point of becoming a Dubsado certified professional!

What more can you ask for! Review collected by and hosted on G2.com.