Dubsado Pros and Cons

Where do I even begin? Dubsado has been a game changer for our business. The ease of use/simplicity of the system is what I like best about it. Many CRMs that are tailored to my industry (wedding venue) have so many features that are a complete waste for a site like ours. Dubsado allowed us to move our contract signing, payments, etc all online which has saved countless hours on the back end. It is also VERY affordable, which is probably my favorite feature. Review collected by and hosted on G2.com.

Because it's a relatively new CRM, there are some features that are not yet available (including an app). But the team is constantly working and adding new features to Dubsado! Review collected by and hosted on G2.com.

Without a doubt, it should be noted that it is a platform that has everything to learn how to manage work, provides the right tools to do all the work as you need to do it, even to learn how to do it better and better, provides what is necessary to learn to use the platform, each tool that composes it as well as the functions they impart to make the whole process easier and more fluid.

It is possible to manage payment plans, their corresponding invoicing, as well as develop detailed project reports and account catalogs. I like how easy it is to distribute the work to carry out the tasks in a more efficient way, as well as to schedule the activities with the calendar so that the projects are delivered in time.

Its CRM system adjusts to what I have been looking for, you have the right options to perform a fairly efficient customer service.

It has been very useful and its use, learning how to use it, was easy. It is highly customizable, I can adjust it to your needs, and I really enjoy its great flexibility in all functions. Review collected by and hosted on G2.com.

From the beginning it takes some time to understand all the operation of the software, but with the help that Dubsado provided me and his excellent customer support, I was able to understand perfectly everything I needed, from payments and invoicing to the organization and planning of tasks. However, I still run into some configuration issues where it is quite difficult to adapt and control every aspect of work as I need it. Review collected by and hosted on G2.com.

Helpful to assign projects & manage workflow for projects/clients. Review collected by and hosted on G2.com.

The interface. Many PM tools use bold colors to help organize & distinguish items/tasks. Would be helpful if Dubsado used this in their interface. Review collected by and hosted on G2.com.

I instantly liked that they were much more open to allowing interested users to take their time in learning their software program and, taking in all the ways that Dubsado can help make their business more efficient.

I also found their price reasonable considering all their customization capabilities, from workflows, to payment plans, various custom forms such as proposals and packages which I like that you can combine the invoice and selected service to present to clients. I absolutely love the canned emails service, you can get as customized as you want with them and selecting when to approve or automate before sending.

When questions arose, it was easy to find multiple well explained and easy to follow videos of their staff and other users who also use and love their CRM system when I hopped on a call, of which they offer 3 free calls a month, I found that to be great enticing customer service, Cameron listened to my questions and helped me figure out which way might be best for me to utilize their program.

I also like that they offer easy to drag and drop Questionnaires, which have become some of my favorite features among their various answering options. I've also enjoyed their easy to make forms, and the variety of forms you can make. I really like that they don't limit the payment methods, that alone had me gravitate towards them instead of their competitors, you can make customized payment plans, discounts, and keep on eye on your expenses and upcoming payments. I like their dashboard layout showing you your financial goals, achievements and projects. you really can do a lot with just one program. Review collected by and hosted on G2.com.

Given their extensive capabilities, it took me a little long to figure out how things work, and where to start but they provide a useful checklist, and I know it's worth it in the long run, so it's not even really a huge dislike actually. Review collected by and hosted on G2.com.

Dubsado is one of the best platforms out there for small businesses. It offers a great amount of structure, automation, and is overall the most practical way for me to create workflows for my business. The company is also very hands on, listens to users opinions, and is super helpful in setup and answering questions. Review collected by and hosted on G2.com.

There isn't much to dislike. Perhaps a little more trainings on the way the to set up invoices and how all of that works. Review collected by and hosted on G2.com.

What I like best about Dubsado is the flexibility in allowing me to be creative with my CRM. The Software allows me to fit the information how I needed to work for my business.

I think Dubsado has the beautiful advantage right now to work for any type of business and industry because it allows the administrator to be creative in the way the CRM can be populated/ formatted. Review collected by and hosted on G2.com.

Though Dubsado is only 4 years old and is self funded, the UI is still at it’s infancy and content is hard to read when you have a lot of it.

Unless you are the main administrator and always on it you know where everything is. When I have a new user going through the back end they always have to spend sometime reviewing everything is there and it’s time consuming.

I believe accessibility should be improved on the UI and with time I know they will add more features that will help with the content creation on the platform. Review collected by and hosted on G2.com.

First off the support is amazing!!! The software does everything we need it to do and our team REALLY loves the fact we can have all our agreements, invoices (recurring too), briefing documents and opt-in forms all located in one section and tied to one client and we can also had workflows and automations that have saved us HOURS!! Review collected by and hosted on G2.com.

Some parts that i think could use a little more work is the customization of the contracts/proposals. It does allow you to add whatever you want content wise but i'd like it to be able to look a bit prettier or have it be easier when it comes to editing the templates. But these are small and more preferences. Review collected by and hosted on G2.com.

I love using Dubsado for my workflow, especially onboarding new clients, collecting leads and sending proposals. It's saved me sooo many hours! Review collected by and hosted on G2.com.

I think it can be a little complicated for the novice. I am familiar with automations and workflows so to me it's not a problem. If I wasn't, however, it may seem cumbersome and overwhelming. The cost on its cost is also a bit on the high side, but there are tons of discounts out there. Review collected by and hosted on G2.com.

Everything. They have amazing automation features, workflow systems, pretty much everything you need for your business. It makes processes so much easier. Review collected by and hosted on G2.com.

The workflow is not very intuitive but the Dubsado team are really helpful. Review collected by and hosted on G2.com.