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.

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.