I use Dubsado primarily for sending questionnaires to my clients during the on boarding process. I tried Google forms and the forms are not as clean and classy as the Dubsado questionnaires. I know that I can do lead generation, send emails, send proposals/contracts, use project management, invoices, etc and more however, have not really dipped into using Dubsado for all of that quite yet because I am currently using Keap (CRM) and Xero (for accounting). Would be great to educate myself more on how to use all of those other features. Review collected by and hosted on G2.com.

I think it would be great to have more follow up in email with using the Dubsado customer service team so, I may be able to use it more effectively. More video tutorials to show you how to maximize the platform. Perhaps, I missed this sequence but, a simple reminder to check in to see how I am doing would be very beneficial and I believe could keep more clients long-term. Since I only use it for Questionnaires, I am thinking that I could use another all-in-one software to do that. Review collected by and hosted on G2.com.

I love the customer service aspect of this product. If they don't already have a feature they will seriously look into adding it. Review collected by and hosted on G2.com.

I would love more out of the box features and templates. Review collected by and hosted on G2.com.

I like that Dubsado has everything I need to run the admin side of my webdesign business - invoices, contracts, accounting, and a client portal for uploading forms, homework etc. It's simplified everything fro myself and customers and stops me from having to use a whole bunch of different services. Review collected by and hosted on G2.com.

There are a couple of small issues such as not having an easy way to select "last year" when looking at the reports in the accounting section. It's a minor issue but mildly annoying. Review collected by and hosted on G2.com.

Responsive team-based support is amazing. I came to this product after leaving 17hats. They have consistently improved the software and the interface. The ability to send forms, contracts, quizzes, and documents from a central location is awesome. Review collected by and hosted on G2.com.

The only thing I don't currently like is the way you have to search for invoices and then go to the project to manage the invoice when you are doing payments. Review collected by and hosted on G2.com.

This is a convenient way to automate communications and keep track of leads.

The foms have a lot of options to style them, so they werent just plain basic form boxes. They had examples of automations which you could use to finalize your own. There was also help from Dubsado to make sure you got set up OK. The interface is easy to understand and see what's going on at a glance. We haven't used the scheduler yet.

the tasks and calendar being in the same place with all your lead info is very helpful. Review collected by and hosted on G2.com.

nothing yet. it seems pretty intuitive with enough options to satisfy difference sizes of businesses and uses. Review collected by and hosted on G2.com.

I love the Dubsado platform and its integrations and offerings. As a creative small business, I can set-up and complete everything from inquiry to payment within this system. Additionally, the Dubsado team is consistently taking feedback, creating new features and the support team is top notch. The best investment I've made in my business. Review collected by and hosted on G2.com.

Lack of mobile app - but that's currently in the works based on recent feedback. Review collected by and hosted on G2.com.

I can collect info using a custom form on my website, start an automatic email conversation, get paid, collect needed info for a project, and do it all within one platform - Dubsado. Review collected by and hosted on G2.com.

Custom CSS is needed to customize further if you want something very specific. Review collected by and hosted on G2.com.

I love that Dubsado has automations available to streamline the client on-boarding process. It has great integration with your business email, branding, and calendar. Review collected by and hosted on G2.com.

There is no way to connect to your bank account so you have to manually track expenses if you don't use Quickbooks. Right now, Dubsado does not link to Quickbooks Self-Employ, so the manual tracking actually detracts from the desire to bookkeep through the platform. There is also only a 14 day refund policy as as opposed to other hosts who offer a longer time span to get your money back. It is not entirely intuitive and it isn't as easy to follow as other options. Review collected by and hosted on G2.com.

I’ve been with Dubsado for about 18 months now, and the one thing that has been truly incredible with them is their constant upgrading and adding of features. I feel like my monthly cost is a steal for everything they offer. Review collected by and hosted on G2.com.

I think some things about Dubsado could be cleaned up and a little more user friendly, but overall no complaints Review collected by and hosted on G2.com.

Dubsado's lead and contact organizing abilities keep all my clients in one place. Review collected by and hosted on G2.com.

The bookkeeping side of Dusado could be a little better and more user-friendly. Review collected by and hosted on G2.com.