Capsule CRM vs Dubsado

Capsule CRM

• Solo users and pairs who want a free CRM for up to 250 contacts
• Small businesses that manage both sales and client projects
• Nonprofits, which are offered a 30% discount

Dubsado

• Photographers, planners, designers, coaches and similar service providers
• Solo operators and small teams who want detailed, customizable automation
• Owners running more than one brand from a single account

Capsule CRM

• The Free plan is limited to 2 users, 250 contacts, 5 custom fields and one sales pipeline.
• Workflow automations, email sync and multiple pipelines start at Growth, $36 per user / month billed annually ($40 monthly).
• Paid plans cap contacts: 30,000 on Starter, 60,000 on Growth, 120,000 on Advanced and 240,000 on Ultimate.
• Email campaigns come from a separate Marketing add-on, listed from $11 a month.

Dubsado

• There is no free plan: after the 21-day trial, Starter costs $335 a year or $35 a month.
• Scheduling, Flows automation, public proposals, Zapier and the QuickBooks and Xero integrations are only on Premier.
• The vendor describes it as client management for service businesses, not a CRM for B2B sales pipelines or prospecting.
• Teams with more than 3 additional users pay $25 to $60 a month extra, depending on size.

Capsule CRM

Contact management

Each contact record holds notes, emails and files. Contact limits rise with the plan, from 250 on Free to 240,000 on Ultimate.

Sales pipeline

Opportunities move through a kanban-style pipeline with custom milestones, and a pipeline dashboard shows conversion rate and forecast. Multiple pipelines need Growth or above.

Project boards

Project boards track the work delivered after a sale. The free plan has a single board, Growth allows multiple boards and Advanced lists 50.

Workflow automations

From the Growth plan, automations run a repeatable series of tasks, email notifications or stage changes on pipeline and project boards.

AI tools

Starter includes an AI pipeline generator. Growth adds AI summaries of recent activity, contact and business enrichment, and a meeting prep brief that is still in beta.

Mobile apps

The iOS and Android apps log calls automatically, sync changes made offline once reconnected, and show caller ID on iOS for unsaved numbers.

Dubsado

Proposal, contract and invoice in one

A single proposal can carry the contract and the invoice, so a client picks a package, signs with a legally binding e-signature and pays from one link.

Invoicing and payment plans

Invoices support packages, discounts, payment plans, recurring billing and autopay, with automatic reminders. Payments run through Dubsado Payments (powered by Stripe), PayPal or Square.

Flows automation

Multi-step workflows start on events such as a submitted form, signed contract, payment or booked appointment, then send emails, forms and invoices. Premier plan only.

Scheduler

Scheduling templates offer bookable times from custom availability windows, with two-way calendar sync and reminder emails. The scheduler is part of the Premier plan.

Lead capture forms and client portals

Embeddable lead capture forms bring in new inquiries, and each client gets a branded, password-protected portal. Starter allows 1 active lead capture form.

Multiple brands and team members

One account can run several businesses with separate branding at $10 a month per extra brand. Three additional users are free; larger teams pay from $25 a month.

Capsule CRM

• Free$0

  Maximum 2 users, with 250 contacts, 5 custom fields, 1 sales pipeline and custom sales milestones.

• Starter$18

  per user / month, billed annually ($22 billed monthly)

  30,000 contacts, email templates, a shared mailbox, basic reporting, premium integrations, goals and the AI pipeline generator.

• Growth$36

  per user / month, billed annually ($40 billed monthly)

  60,000 contacts, workflow automations, advanced sales reporting, multiple pipelines and project boards, email sync and AI summaries.

• Advanced$54

  per user / month, billed annually ($60 billed monthly)

  Everything in Growth with 120,000 contacts, 50 sales pipelines and 50 project boards.

• Ultimate$72

  per user / month, billed annually ($75 billed monthly)

  For teams of 5 or more: 240,000 contacts, a dedicated account manager, custom training and ongoing priority support.

Dubsado

• Starter$335

  per year ($35 billed monthly)

  Unlimited projects and clients, invoicing and payment plans, form and email templates, client portals, 1 active lead capture form and 3 extra users.

• Premier$525

  per year ($55 billed monthly)

  Adds the scheduler, automated workflows (Flows), public proposals, unlimited lead capture forms, QuickBooks and Xero sync and Zapier.

Capsule CRM

• Annual discount

  Save up to 18% by paying annually

  Capsule's pricing page says paying annually saves up to 18%: Starter is $18 per user a month billed annually against $22 billed monthly.

• Nonprofit

  30% discount for nonprofits

  Capsule's page for nonprofit organizations says it offers them a 30% discount; nonprofits with special requirements are asked to get in touch.

Dubsado

• Annual discount

  About 2 months free with annual billing

  The pricing page says annual billing gives 2 months' worth of savings: Starter is $335 a year against $35 a month, and Premier is $525 a year against $55 a month.