# Dubsado

> Client management, contracts and invoicing for service businesses

Dubsado is a client management platform for service-based small businesses, especially creative ones such as photographers, planners, designers and coaches. It puts proposals, contracts, invoices, scheduling, automated workflows and branded client portals in one system that follows a client from first inquiry to final payment. Its two flat-priced plans each include three extra team members, and the vendor notes it is not built for B2B sales pipelines.

- **Category:** CRM Software
- **Made by:** Dubsado (since 2015)
- **Website:** https://www.dubsado.com
- **Runs on:** Web, iOS, Android
- **Facts last checked:** Oct 6, 2026

## Pricing

Dubsado is a paid product with a free trial, starting at $335 / year for Starter ($35 billed monthly).

- **Pricing model:** Free trial
- **Free plan:** None.
- **Free trial:** 21-day free trial with full access to the Premier plan, no credit card required.

| Plan | Price | What you get |
| --- | --- | --- |
| 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. |

Read from https://www.dubsado.com/pricing on Oct 6, 2026. Prices change, so confirm with Dubsado before buying.

## Ways to pay less

- **About 2 months free with annual billing** (Annual discount): 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. Source: https://www.dubsado.com/pricing

## Key features

- **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.

## Good for

- 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

## Worth knowing

- 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.

## What people say

- **App Store rating of the iPhone and iPad app:** 4.8 out of 5 from 572 ratings in the United States, read Oct 6, 2026. This is the store's rating of the app, not a score from ToolGPA. Source: https://apps.apple.com/us/app/id6447585549

## Works with

QuickBooks Online, Xero, Zapier, Stripe, PayPal, Square, Gmail, Google Calendar

**Tags:** Invoicing, Booking links, Forms, Workflow automation, Templates, Time tracking, Reports

## Alternatives

- [HoneyBook](https://toolgpa.com/tools/honeybook): Client management, contracts and payments for independents. [Compare](https://toolgpa.com/compare/dubsado-vs-honeybook)
- [Keap](https://toolgpa.com/tools/keap): CRM with sales and marketing automation for small businesses. [Compare](https://toolgpa.com/compare/dubsado-vs-keap)
- [Capsule CRM](https://toolgpa.com/tools/capsule-crm): Small-business CRM for contacts, sales pipelines and projects. [Compare](https://toolgpa.com/compare/capsule-crm-vs-dubsado)
- [Less Annoying CRM](https://toolgpa.com/tools/less-annoying-crm): Simple CRM for small businesses at one flat per-user price. [Compare](https://toolgpa.com/compare/dubsado-vs-less-annoying-crm)

## Sources

The prices, plans, platforms and features above were read from these pages on Oct 6, 2026:

- https://www.dubsado.com/pricing
- https://www.dubsado.com/llm-info
- https://www.dubsado.com/
- https://www.dubsado.com/integrations
- https://www.dubsado.com/about-us
- https://help.dubsado.com/en/articles/15920232-choose-the-right-dubsado-plan-for-your-business

Page: https://toolgpa.com/tools/dubsado
Listed by ToolGPA (toolgpa.com).