Dubsado Pros and Cons

It gives me all the features I want (except email marketing). It is an all-in-one tool with so much customization. It can act as a personal assistant in my business which is fantastic. I love creating a contract and an invoice and automate sending that all to a client once they've said yes after a consult they booked through Dubsado. All the things! Review collected by and hosted on G2.com.

It is overwhelming because of all the features. But I do like that even Dubsado says to do things manually to figure out your needs and then create automations. They have so many tools to help set things up. Review collected by and hosted on G2.com.

I love that Dubsado really makes me look good! Being able to send a client proposal that flows to a contract and to payment is so seemless. Review collected by and hosted on G2.com.

The setup of dubsado can be a bit difficult at first. I would love if Dubsado had more of a bulk email feature and feel like they could add this in for more benefit. Review collected by and hosted on G2.com.

I love that I can automate interactions. Review collected by and hosted on G2.com.

I wish it offered texting in its workflows. Review collected by and hosted on G2.com.

I love how everything is organized in one place around my projects. It is an excellent software for client communication, invoicing, proposals and contracts, and consolidating all client information in one place. I like being able to send clients emails through their system when required. It helped me so much when starting my business because they have a free trial of 3 clients instead of days, so it gave me enough time to test it out and get used to the software before needing to pay. Review collected by and hosted on G2.com.

There was a steep learning curve, and I needed to watch many of the support videos to figure out how to set up things optimally. There have been some features that still have bugs and not working correctly, so I need to contact support for help and advice, which takes a lot of time. Review collected by and hosted on G2.com.

I love how Dubsado has increased my proposal and client onboarding workflow by 2000%! It used to take me weeks formulating proposals, designing them, and customizing them every single time. Then sending my clients a welcome packet and other important materials in so many emails. Now I have workflows that I can trigger, designed proposals I can send that day with options for my clients. And I don't have to worry about sending contracts and invoices because it's all automated! Review collected by and hosted on G2.com.

There are issues with non-Gmail email syncing with the Dubsado system. So, sometimes I miss emails from clients inside Dubsado. Thankfully the team is great about trying to troubleshoot this anytime it happens. Review collected by and hosted on G2.com.

I prefer specific processes to be on autopilot, which makes things easier for new clients and me.

Dubsado has saved me so much time because I can onboard and manage clients with greater efficiency. Plus, compared to similar products, this app simply offers more features at a better price point. Review collected by and hosted on G2.com.

It would be nice not to have to create a new client project whenever an existing one signs a new contract. Review collected by and hosted on G2.com.

The best thing about Dubsado is I can manage all my projects and collect payments all in one place. I use Dubsado as my primary way to collect data, communicate with my clients, and keep track of their projects. Review collected by and hosted on G2.com.

I'm not too fond of the lack of customization. If you want to slay your Dubsado, you'll have to purchase a template. Dubsado just started working on a new BETA interface for their forms. So that's a plus. Review collected by and hosted on G2.com.

I like that I can write form responses to some of my most common emails so replying to customers and sending them contracts, invoices and proofs to approve are very quick. I also like that I can automate reminders about upcoming payments or late payments. This has really cut down on the number of clients who are 60 days or more past due. Clients with the same monthly recurring payment can be set up automatically so you don't have to create an invoice for them every month. Review collected by and hosted on G2.com.

When I am trying to narrow down a search and find everyone who is overdue or late payments, each time I go back to that list I have to do the search all over again. It isn't very fast to find a specific list of contacts and look up just their accounts. Review collected by and hosted on G2.com.

I love that Dubsado is an all-inclusive tool! You can schedule appointments, get paid, send contracts, send emails, etc - all within this software. Since I've used this tool, my clients truly feel like they have a smooth customer experience. Review collected by and hosted on G2.com.

There's not much that I dislike! And if I've had an issue with something, I was able to chat with support and they helped me find a solution, pointed me to the support article, or let me know that they'd consider it as a future feature. Review collected by and hosted on G2.com.

What I love most about Dubsado is the flexibility with the forms and automation options. I really loved how I could send prospective clients an automated email directly after they completed a form. It created a great touch point, and saved me time without having to send the emails physically. Review collected by and hosted on G2.com.

For newbies/non-tech savvy people, getting familiar with the Dubsado dashboard can feel cumbersome at first. But with time and patience, it gets easier to navigate the platform. Review collected by and hosted on G2.com.