Dubsado vs Keap

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

Keap

• Small businesses that want CRM, marketing automation and payments in one product
• Owners who want guided setup and done-for-you automations
• Service businesses that book appointments and send invoices

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.

Keap

• There is no free plan, and the 14-day trial is capped at 25 emails with no payment processing or texting.
• A one-time implementation package is required; its list price is $1,500, shown discounted to $500.
• The base price covers 2 users and 1,500 contacts; each extra user is $39 a month and more contacts raise the price.
• Annual contracts carry a $299 early termination fee, and text marketing is available in the U.S. only.

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.

Keap

CRM and contact segmentation

Contact and company records hold activity, notes, tasks and custom fields, with tags, saved searches and lead scoring to single out the leads most likely to buy.

Sales and marketing automation

A drag-and-drop builder automates follow-up across the customer lifecycle, with a library of prebuilt automation templates and an AI assistant that drafts whole campaigns.

Email and text marketing

Broadcasts, newsletters and automated emails are built in. Text broadcasts and automated texts are U.S.-only, with a first tier of 500 messages and 100 voice minutes included.

Sales pipeline and appointments

A pipeline tracks leads through each stage and can trigger automation, and an appointment scheduler shares a booking link synced with a Gmail or Outlook calendar.

Quotes, invoices and payments

Quotes turn into invoices, checkout forms sell online, and payments run through Keap's own U.S. processor or third parties such as PayPal and Stripe.

Landing pages and forms

Landing pages, multi-page sales funnels and forms capture leads and start an automation when someone completes them.

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.

Keap

• Keap$299

  per month for 2 users and 1,500 contacts, billed monthly

  The full platform in one plan, or $2,988 a year billed annually. Extra users are $39 a month each, and the price rises with the number of contacts.

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.

Keap

• Annual discount

  Lower rate with annual billing

  Keap's pricing page lists the base plan at $2,988 billed annually, which works out to $249 a month, against $299 a month billed monthly.