UD

Verified User in Design

Small-Business (50 or fewer emp.)

10/17/2019

"Streamlines my client process"

4.5/5

What do you like best about Dubsado?

The canned email templates and contracts are easily my favourite part of Dubsado. Review collected by and hosted on G2.com.

What do you dislike about Dubsado?

It's a little convuluded to use sometimes, but that could be user error as well. Review collected by and hosted on G2.com.

Recommendations to others considering Dubsado:

Would recommend Dubsado if you're looking for a professional looking invoice platform with project management and contracts. Review collected by and hosted on G2.com.

What problems is Dubsado solving and how is that benefiting you?

I keep track of clients much better through using Dubsado, and my invoices are sorted easily for income and taxes. Review collected by and hosted on G2.com.

UM

Verified User in Marketing and Advertising

Small-Business (50 or fewer emp.)

2/19/2019

"Best CRM!"

5/5

What do you like best about Dubsado?

Let me start off by saying Dubsado has changed my business life. I joined when they were in the early stages of development, and started off with the free "trial" (in which you get everything that the paid version has, and never expires - the only difference is that you're limited to three clients). I use and love Dubsado for client onboarding (lead capture forms, automated emails, client welcome kits), invoicing, bookkeeping, sharing electronic documents, and so much more. It integrates well into my website and I'm able to customize the branding to match my own. But my favorite part of this program is the amazing customer service. I feel like the success of my business matters to the creators (an awesome husband and wife team) as much as their own. They also have a great free Facebook community that I highly recommend checking out! Review collected by and hosted on G2.com.

What do you dislike about Dubsado?

This is the one tool I use for my business in which I can say there is nothing I dislike. Review collected by and hosted on G2.com.

What problems is Dubsado solving and how is that benefiting you?

Dubsado has made me 1000x more efficient and productive by automating SO many processes - from capturing leads, to proposals, sending clients their welcome email/kit, invoicing, and more. The countless free customizable templates help me keep everything consistent and on brand. The trial version has all the same features as the paid version so there's no reason not to check it out! Review collected by and hosted on G2.com.

DJ

Desiree J.

Direct Support Professional

Small-Business (50 or fewer emp.)

2/13/2019

"Dubsado is a business game changer for the solopreneur!!"

5/5

What do you like best about Dubsado?

Automated workflows, contracts, forms and payments all in one place, plus a gorgeous client interface makes this hands down the best tool I use in my business! Review collected by and hosted on G2.com.

What do you dislike about Dubsado?

Truthfully nothing! It works exactly the way I need it to! Review collected by and hosted on G2.com.

What problems is Dubsado solving and how is that benefiting you?

I am able to have a seamless client experience, from the moment they fill out my contact form on the site (which triggers a pre-sales workflow) through the client’s project, all the way to the offboarding of the project and beyond. All of this is done with minimal work on my part other than the work I do FOR my client. Dubsado is the best! Review collected by and hosted on G2.com.

UP

Verified User in Photography

Small-Business (50 or fewer emp.)

8/20/2019

"LOVE"

5/5

What do you like best about Dubsado?

Customer service is amazing. Helpful, awesome product. Review collected by and hosted on G2.com.

What do you dislike about Dubsado?

There's a decent learning curve but it's worth figuring out. Review collected by and hosted on G2.com.

CM

Verified User in Management Consulting

Small-Business (50 or fewer emp.)

2/9/2019

Business partner of the seller or seller's competitor, not included in G2 scores.

"Dubsado streamlines and automates your operation process for clients"

5/5

What do you like best about Dubsado?

Well designed product, awesome support, designed with the solopreneur business owner in mind. Review collected by and hosted on G2.com.

What do you dislike about Dubsado?

I am currently looking for an automated/intuitive tool to remind me and support my contact follow-up for leads and prospects, such as Cloze. It does not provide this function. Review collected by and hosted on G2.com.

Recommendations to others considering Dubsado:

Once you figure out the pieces of the tool and put them together, it relieves a lot of the daily operation burden.

Also, tap into the support team as they are stellar in helping you get started. Review collected by and hosted on G2.com.

What problems is Dubsado solving and how is that benefiting you?

WORKFLOW automation, templated process, client portal for forms and tasks, easy to manage once it is configured. Review collected by and hosted on G2.com.

UC

Verified User in Consumer Services

Small-Business (50 or fewer emp.)

2/24/2019

"Business Management helper"

4/5

What do you like best about Dubsado?

That I can send contracts to my clients, as well as communicate with them and it tracks everything. It allows me to also note anything I need to. Review collected by and hosted on G2.com.

What do you dislike about Dubsado?

It is a lot of steps to learn when setting up and sending contracts to clients. Their portal doesn’t always work either so I have to resend. Review collected by and hosted on G2.com.