I love Dubsado's workflows, seamless automations, and overall costs. When compared to traditional legal software you get more bang for your buck and are able to leverage technology as you scale your firm. Review collected by and hosted on G2.com.

I'm not too fond of Dubsado's contract signature software is not verified nor does it allow for multiple-party signatures. I've been a member of Dubsado for 4-5 years and this feature has not come to fruition yet. This is incredibly important in the age of delivering services virtually. Review collected by and hosted on G2.com.

I like that I can tell immediately when a prospect has signed my contracts and at a glance I can see where everyone is in my pipeline. Review collected by and hosted on G2.com.

There is SO much you can do in Dubsado so it can feel overwhelming if you don't take it a step at a time. Review collected by and hosted on G2.com.

I like how many features and functionalities Dubsado has. Their customer service and training are great. They are a powerful tool for any small business. Review collected by and hosted on G2.com.

I wish it connected with more third part tools and solutions. Review collected by and hosted on G2.com.

Dubsado has great automations and workflows. I love being able to keep track of leads and clients, process payments, and create meetings all in one place. Review collected by and hosted on G2.com.

I wish there was a bit more conditional logic as well as a mobile app. Review collected by and hosted on G2.com.

I loved the ability to automate and create workflows. Being able to have everything in one place to work on client acquisition was awesome. I used Dubsado for b2b clients and then started using it as b2c. Review collected by and hosted on G2.com.

No app despite one being promised forever Review collected by and hosted on G2.com.

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.