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.

Easy to build templates, invoices and proposals.

Avoid the repetition of tasks, since I have pretty much all created in advance! Review collected by and hosted on G2.com.

I'd love to have more calendar templates for each of my team members and be able to get paid on multiple currencies. Review collected by and hosted on G2.com.

Dubsado is a fantastic tool for managing leads, tracking notes on leads, creating and managing invoices/proposals. We went from Excel to Dubsado and it has saved us valuable time on managing leads and clients! Review collected by and hosted on G2.com.

It can be slow for a business that has a larger lead base. Sometimes saving data can be slow. It doesn't time track notes (we do this manually). We can't track conversion rates the way we would like to. Review collected by and hosted on G2.com.

I like the way you can create automated emails and drip campaigns, all while keeping everything more personal and integrating proposals. I also love the meeting scheduling functionality. Review collected by and hosted on G2.com.

It takes a little bit of time to learn where different tools live, but that's to be expected with a tool this complex. Thankfully, the help documents are on point, and it's easy to find an answer. Review collected by and hosted on G2.com.

I love that it replaced about six different softwares for me (contracts, invoicing, payment processing, forms, client portal, scheduler). It is customizable and many of the features can be automated. I also love the customer support team. The owners and team are always improving the software and adding new features. Review collected by and hosted on G2.com.

I wish it had an app so that I can be notified when I get a new lead or when a client completes a form, etc. For now, I have the Dubsado URL saved on my homescreen on my phone to easily access. Review collected by and hosted on G2.com.

It has many automation that can be created to make a company's workflow much easier. We used the scheduling, invoicing and contract features but didn't have a use for the many others that are available. Review collected by and hosted on G2.com.

It is not an intuitive system and has a very steep learning curve. Many companies need to hire someone to set their Dubsado up for them, and then don't know how to use it themselves. Review collected by and hosted on G2.com.