# Page 2 | Dubsado Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is Dubsado the right Business Management solution for you? Explore 61 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/206389/Dubsado/reviews --- Dubsado 4.2 (61) [View alternatives](https://www.capterra.com/p/206389/Dubsado/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 2 - Reviews of Dubsado ## Showing most helpful reviews Showing 26-50 of 61 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use NP Nadia P. Photographer Photography Used the software for: 1-2 years ### "Absolute best CRM for creatives I've ever used" April 29, 2021 5.0 The biggest benefits I've gotten from using Dubsado mostly have to do with being able to provide a great customer experience, while also not having to handhold my clients through things like their booking process. Because Dubsado gives me the ability to create a portal for every client, where they can make changes to their own questionnaires, make their own payments any time, and essentially take the wheel on their own accounts, I'm able to spend less time walking clients through every single step of working with me and therefore, more time focusing on adding further value to their experience with add-on services that I now have the time for because Dubsado is handling a lot of things for me on the backend. Pros What initially drew me to Dubsado was the ability to create custom and visually appealing proposals. However, since starting to use it, there are so many other things that have proven invaluable to me. To sum it all up, what I love most about Dubsado is that my entire client lifecycle can live in this one place. Consolidating all my client contracts, communications, invoicing, etc in one place means that nothing slips through the cracks and I'm able to create an amazing customer experience. Cons Some of the features still have some kinks. I attempted to use Workflows a while back and found them confusing and honestly, a bit scary (e.g. automated emails potentially going out at the wrong times) to use. I haven't tried using them for quite a while, and I imagine some of those kinks have been worked out. However, there's definitely room for improvement when it comes to things like intuitiveness of setting up things like workflows, payment plans, and automated invoicing. Alternatives considered [17hats](https://www.capterra.com/p/144328/17hats/) Reason for choosing Dubsado Dubsado simply provided the most and most valuable features of all the other CRMs I was looking at at the time. It was the most comprehensive, and the most customizable of all the other platforms I investigated. Their customer service was top-notch, including helping me transfer all my contracts and client projects from my previous CRM. Basically, Dubsado offered the best of everything I most needed. Switched from [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/) At the time, Honeybook didn't give me the ability to create custom proposals with multiple package options the way Dubsado does. Additionally, I liked the fact that Dubsado was FAR more customizable, in almost all ways - even though that meant the learning curve and setup took a bit longer/had a bit more overhead than Honeybook. Review Source VR Verified Reviewer Business Owner Information Technology and Services Used the software for: 2+ years ### "Dubsado - the best of a bad bunch." July 30, 2022 3.0 After having constant frustrations and needing to constantly create work arounds, we decided to not use dubsado long term. It's a great product, but was not a good fit for our business due to a few specific requirements, especially around tax, invoicing, and pricing or payment options. Like i've said, it's a very powerful software, but is not always the right fit for every business. Hire a professional, think through your processes, and see if it will work for you. They have a great trial period (no end date, max of 3 customers) so you can have a good play with the system, without commitment, to see if it will work for you. Pros I love the idea, concept and promise behind Dubsado, and I really, really wanted to love it. For businesses outside of australia who don't need to deal with GST, it's probably fine to use and will serve the purpose you require. It has lots of powerful features, and is great to help automate and systemise your small business, especially for service based businesses such as photographers, designers, and bridal industry organisations. Cons It didn't handle GST very well for me as an Australian business, and although it integrates with Xero, the data was always mixed up between the two, despite lots of troubleshooting, and I found that the support team were very quick to say the issue was not their end, although it seems that it was due to the way that the system was set to calculate the tax. They also had a lot of items on their roadmap that seem to be in the pipeline for years on end with no implementation in sight. Review Source Brianna M. Founder Computer Software Used the software for: 1-2 years ### "Brilliant--Have Never Recommended a Platform More" October 24, 2022 5.0 Brilliant--I tell everyone about Dubsado. It will keep you organised, your business looking professional, and significantly minimise the admin/operations tasks needed to keep projects ticking along. Pros I like everything about Dubsado--full stop. If you're a professional services provider and in the business of delivery digital services, consulting services, etc. Dubsado is 100% for you and 100% worth the cost. (Which is quite affordable, all things considered.) I genuinely don't know how I manage the disconnected workflows of invoicing, contracts, payment reminders, scheduling, etc. before Dubsado. Also--onboarding! Our onboarding process now takes less than 5 minutes for a new project. Cons Literally nothing. Do yourself a favour and just buy it. If you need support setting up the forms (it's super user friendly, but some users may need support onboarding or be time poor) reach out to their team and they can upload your first form for you. Done! Review Source MF Maria F. Designer Arts and Crafts Used the software for: 1-2 years ### "Best CRM I've ever tried!" December 12, 2022 5.0 Since I started using Dubsado, my business feels easier to manage, especially considering I am a one-person business and I don't have to trust my memory anymore or rely on a paper journal. Automating actions has been a life saver!Also, my business looks way more professional since I started using forms and payments trough this platforms, and clients have let me know about it. Pros Organization, organization, organization!I used to love to have everything written on a journal because I am a very visual person, but since I have Dubsado I don't rely on paper anymore because all I need to add to each job or client I can do it there and keep everything organized in separated areas.I can see all my current jobs in the Dashboard with deadlines, payment status and some little details about the specific job to keep a quick track of everything that needs to be done. One more thing I love about Dubsado is automation. Being able to automate processes like gathering client's information, sending some emails, invoicing and payments, making proposals from packages of products, public proposals... it's all about saving me time and extra unnecessary work on a daily basis. Cons There are some things I would fix, especially from the form builder. I don't know why it doesn't have an "undo" option, which is very needed when designing something. Also, the fact that it is a platform that you run through a browser and not an app, bothers me a little. I would love it to be an app with important notifications instead of relying on emails to know when it requests my attention. Alternatives considered [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/) Reason for choosing Dubsado Customization and payment processing platform Review Source Response from Dubsado March 27, 2023 Thank you so much for your review, Maria. We're so glad you're loving Dubsado and the time it gives back. We have form updates and an app on our roadmap so stick around ���� We're happy to have you! AB Anna B. Creative Designer Graphic Design Used the software for: 6-12 months ### "Dubsado is designed for Creatives" May 17, 2023 5.0 I love Dubsado and recommend it to all of my creative friends running small businesses. The time it saves, the ease of integration, and use for both me and my clients have been a true blessing as I started and run my business. I love I can tailor the system to my brand and look like a professional, larger than one person-run business. Pros I love how Dubsado has lots of video training and offers tons of templates and support. I love how integrated it can be with my payment system, website, and email. Cons The only real complaint and the struggle I have with setting up a variety of invoice types in Dubsado. Some of the problems are definitely user error, but more video training with different scenarios would be wonderful. Since Dusbado caters to creatives, and many creatives are visual, the training videos are a lifesaver for this small business entrepreneur. Alternatives considered [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/)[Trello](https://www.capterra.com/p/211559/Trello/) Reason for choosing Dubsado Designed for creatives and reviews I found online. Review Source Joyee L. Educational Consultant Education Management Used the software for: 6-12 months ### "Still full of bugs" May 29, 2021 3.0 I want to like this software. I really do, but there are so many frustrating friction points. Pros It has a level of customizability that seems appealing at first. I also allows for customized proposals and contracts that you can send to families, thus removing the need for a software like DocuSign. The idea of workflows seems interesting as well. Thus with the cost, it can ostensibly replace 2-3 different programs (contracts, proposals, invoicing, simple CRM) Cons The usability is severely limited, and a lot of the features don't work as intended. We pour hours into this software every week trouble-shooting. Examples: -The email pixel doesn't always update properly. -Drag and Drop features on proposal builders. -The website forces us to log-in every time we want to access the website. -Invoicing features are not intuitive and invoices can't be adjusted by date. -Workflows require a multiple drafts and revisions to even make sure it is working. Customer support is responsive, but most of the time the answer is "we're working on it!" They offer classes on their software, but does it make sense to offer a 2 week long course. But most of the course is designed to say "this is how to work around this issue that we know you need to address". Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Switched from [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/) Dubsado allows more flexibility for different industries. Review Source NCS Nica Chesca S. Social Media Manager Marketing and Advertising Used the software for: 1-2 years ### "Like no other! " August 14, 2022 4.0 It helps me automate many things in the business for my clients. I love the invoicing features so much!! Pros I love the neat and professionally done templates. The CRM that it is and how it's built to support a growing business since it keeps on improving too. Cons The interface can be improved for sure so once new users are inside it won't overwhelm them. Review Source VR Verified Reviewer Owner Internet Used the software for: 1-2 years ### "Easy and professional way to send proposal, contract, and invoice, all in one" May 6, 2022 5.0 Pros I love that I can send one link to a client and it contains the proposal, contract, and invoice altogether. This makes it much easier and quicker for the client to sign on. Rather than sending the proposal, having the client agree, then send the contract, then the invoice, etc. It can be a lot of information that gets lost, or more difficult to get the client to follow up. With everything all in one, it is simple and quick! Cons Dubsado connects with Quickbooks and other accounting software. It also has some financial management built-in. However, the built-in account is not good. It is decent to see some basic reports about taxes or income for certain categories, but I wouldn't track expenses with it. Alternatives considered [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/)[17hats](https://www.capterra.com/p/144328/17hats/)[FreshBooks](https://www.capterra.com/p/142390/FreshBooks/)[SuiteDash](https://www.capterra.com/p/154949/SuiteDash/) Reason for choosing Dubsado Dubsado is more user-friendly and had the features I wanted. All of these products take time to set up, as does Dubsado, but the set up was much easier in Dubsado. Review Source Neela P. Homeopathic Practitioner Alternative Medicine Used the software for: 1-2 years ### "Terrible customer service!" November 15, 2023 4.0 Pros Having spent 1yr, money and VA time and money, finally it is running how I want it to run. Still not paying annually, as still teething issues. It does the automations that I need. Customer support is varied and slow as I'm the UK and they are in the USA, so time difference is a big issue. Cons They left me for 1 week without sorting out my email connectivity, an issue which was caused by their servers being updated, not any changes my end. My IT dept had to step in and now that it has finally been restored, (a 10min job not 1 week of hassle) they have refused to refund me 1 months subsubsription for the hassle. Extremely frustrating and embarrassing for me and my clients. Review Source Brittany M. Owner Marketing and Advertising Used the software for: Less than 6 months ### "I can't live without it now!" December 17, 2022 5.0 Pros It does everything I need it to, it's amazing, I wish I had started with it sooner! Proposals, invoicing, collecting payments, contract signing, bookings, everything is all in one place now and I can automate a lot of what I was doing! Cons There's A LOT to learn, it definitely will take some time to get use to so I'm focusing on one project at a time and will continue to implement as I go Alternatives considered [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/) Reason for choosing Dubsado More options and a better discount to get started Switched from [Teamzy](https://www.capterra.com/p/197005/Teamzy/) Teamzy didn't have the features I was looking for in terms of contracts and invoicing Review Source Response from Dubsado March 27, 2023 This means the world to us. We hope it's everything you were looking for and more! Amanda T. CEO Marketing and Advertising Used the software for: 1-2 years ### "Recently Moved Away From Dubsado" May 18, 2022 4.0 It was a great starter CRM but if you are looking for something that will grow with you without the glitches, keep looking. Pros I was in love with Dubsado when I first started my Agency. It did everything I didn't even know I needed. There was a big learning curve setting things up and once you get it all done, that makes it harder to move away from it. Cons The scheduling tool never worked well and it would still book appointments over top of existing busy slots in my google calendar. I had to keep acuity. I also has issues with clients not understanding how to pay the invoices in the proposals every time. This was one of the main reasons I left because it took way too much time to have to explain for each client. Review Source ES Eileen S. Owner Events Services Used the software for: 2+ years ### "You Should Be Using Dubsado" September 8, 2020 5.0 The software we had been using for years, was being discontinued, creating a massive task before us. Dubsado assisted us every step of the way, as we transitioned to their software. A live Dubsado team member was available to answer questions, give suggestions, and teach us how to best utilize their features. They were patient, kind, and very knowledgable. Pros Dubsado software has every feature imaginable to help you run your business. Easy to use, customizable, pop in your own logo and brand colors on contracts, invoices, and more. Our top favorite Dubsado feature is the ability to create Client Portals, where we can send, share, and collaborate securely with clients—giving them access to everything we've sent them in one place. You will also find an unexpected and rarely experienced family atmosphere at Dubsado, with absolutely the BEST customer service. Cons We haven't discovered anything we dislike about the Dubsado software. Answers to any issues or questions we may encounter can quickly be resolved by contacting a Dubsado team member, the chatbox, or on the customer forum. Alternatives considered [17hats](https://www.capterra.com/p/144328/17hats/) Reason for choosing Dubsado Dubsado was a better fit for our company. Review Source EL Eboni L. Owner Management Consulting Used the software for: 2+ years ### "Has potential but don't listen" June 1, 2023 3.0 Pros \- Proposal, Contract, Invoice feature- Automation capabilities Cons \- Scheduler (can't mass update availability / once scheduler added to project, have to manually update availability - Customer service used to be amazing, not they blame the clients when everyone is experiencing the same pain point- They don't listen to features wanted but steady bring things no one asked for but benefit them- No multi-user calendar feature Review Source AT Ashley T. Client Experience Strategist Professional Training & Coaching Used the software for: 1-2 years ### "Makes my job easy" November 6, 2023 4.0 Pros The ability to send a proposal, contract and invoice in one make closing sales seamless. Cons Lack of multi team features - multiple calendars and emails. Review Source Sarah O. Editor Publishing Used the software for: Less than 6 months ### "Great CRM, bit of a learning curve" August 19, 2021 5.0 I've had great experience with customer support and will continue to learn how to best use it to support my business. Pros I love the way everything is organized around projects. The lead capture form has been a great way to streamline inquiries. I was piecing together several free tools, and Dubsado's cost is well worth being able to integrate things as my business grows. Cons There's definitely a learning curve and you have to watch a lot of videos to figure out how to set things up optimally. The videos are helpful, but it's a lot! Switched from [Wave](https://www.capterra.com/p/178021/Wave-Apps/) I was using the free form of Wave and needed a lot more tools. Review Source JR John R. Director Management Consulting Used the software for: 1-2 years ### "Great Value CRM Product!" September 23, 2020 5.0 The benfits are immediate. I was able to deploy lead capture techniques within a few clicks. It is saving my teams so much time when deploying CRM solutions with their site builds. Pros I like the number of features that it contains. We primarily develop WordPress sites and to get the same type of functionality that Dubsado offers for lead capture, project and relationship management would require too many premium plugins and cost for support for our clients. Dubsado is almost a one stop shop for client management. Cons It is a bit overwhelming (but totally worth it) when setting up workflow automation routines. I found their customer service very helpful with this. Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) The cost of HubSpot and their gated policy became unacceptable for us. Review Source SM Sonya M. CEO/Owner Professional Training & Coaching Used the software for: 2+ years ### "Dubsado is a business management game changer!" September 5, 2023 5.0 It's great and love using it and introducing it to other entrepreneurs. Pros The robust features allow you to create workflows and experiences that provide the touchpoints that align with your brand and service expectations. Cons I wish you could copy lead capture content/formatting to proposals. Review Source LH Louise H. Professional Home Organizer Professional Training & Coaching Used the software for: 2+ years ### "Dubsado is getting better all the time!" July 2, 2022 4.0 I did find Dubsado a little confusing at first, like I said I purchased a course on how to set up the workflows and it showed me the power that Dubsado offer. I also like how they are adding new things all the time. Now we can have people schedule, book and pay for appointments online its great! Pros I like how I can collect leads and create automated workflows so emails can be sent once they sign up for an appointment. I can also sent contracts easily as well. Cons It was hard to set up! I needed to purchase a course on how to create the workflows I needed to automate my client leads. But once I got the hang of it it works like a charm Reason for choosing Dubsado I spoke with other Home Organizers and they recommend this software Review Source SD Seth D. Adult Sleep Coach Health, Wellness and Fitness Used the software for: 1-2 years ### "Great overall, could use true team functionality" August 5, 2020 5.0 My overall experience with Dubsado has been great. I would love to see the platform truly become multi-user so that teammates can each have their own scheduler and use their own email address to communicate with clients. If that came to be, then I would have absolutely no qualms about sticking with Dubsado over the long term. Pros Dubsado excels in many areas, including automated workflows, proposals, invoicing, and client portals. It has almost everything I need to manage each client from the time the lead comes in to the conclusion of working with that client. There are many ways to really customize things and make it fit your business, and it has helped me to streamline many of my processes. Cons As I transitioned from a solopreneur to a small team of three, I quickly realized that Dubsado isn't great for team use even though it bills itself as a multi-user platform. The scheduler can only be tied to one person's calendar, and multiple users can't each operate independently using their own email addresses. So the term "multi-user" really just means that multiple people can log into one account. It takes some ingenuity to find workarounds so that multiple teammates can use Dubsado. Review Source VR Verified Reviewer Leadership Coach, Bookkeeper & HR Consultant Human Resources Used the software for: 6-12 months ### "Great CRM for Small Biz" August 9, 2022 4.0 Pros It is very customizable with templates and workflows which is seriously amazing if you have the time and patience to set it up. If you already have workflows and templates, they'll migrate them over for you which helps. They also have some pretty awesome Cons It's a big system and the setup can be daunting if you are a new business owner. Could be a more modern looking interface, but it doesn't affect the funtionality. Review Source RD Roxanne D. Spa Consultant Hospitality Used the software for: 1-2 years ### "Dubsado over The Others (I've tried them all!)" November 22, 2023 5.0 Pros Beautiful proposal options and great options as well to customise proposals, contracts and invoices. Great integrations and calendar. Client portal suits our needs just fine. Cons Learning curve was a bit steep however the training tutorials are amazing! Review Source SM Shawna M. Business owner Events Services Used the software for: 6-12 months ### "Amazing " November 24, 2021 5.0 10/10 amazing Pros I love dubsado!!!! It is ideal for managing an event venue. I can assign employees task and clients with ease. Cons The workflows malfunction frequently and even though it’s paused it will send an email not meant to be sent causing confusion with the clients Alternatives considered [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/)[Prismm](https://www.capterra.com/p/173852/Prismm/) Reason for choosing Dubsado The workflows and just overall customization Review Source HL Haruka L. Health coach Health, Wellness and Fitness Used the software for: 6-12 months ### "They tried to charge my clients 100 tokens more than I issued invoice " February 14, 2024 3.0 Pros Their interface is really easy to use. I switched from honeybook. Live chat customer service. Cons I issued invoice to my client and Dubsado tried to charge 100 times more than what I issued invoice for. I contacted to Stripe but they told me to contact to Dubsado and Dubsado never apologised to me or explained well. I almost lost trust from my client and I’m considering of switching to a different tool. Switched from [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/) It was pricy and wasn’t easy to use. Took a while to learn. Review Source JM Jesse M. Partner Media Production Used the software for: 1-2 years ### "You get out what you put in" April 30, 2022 4.0 We’ve ended up using it mostly for the digital signatures on contracts. It’s not as user friendly as we’d hoped. Being new to self employment, we started with Dunsado and grew to find there were other platforms that fit our way of working better for project and client management. Pros Dubsado offers a wide range of solutions for a small business. It provides us with invoicing, project and client management as well as contracts, digital signatures and forms. Cons It takes some time to set everything up. Its flexibility can make it a little complicated to set up and wrap your head around. Once you do, it’s one of the more capable platforms. Review Source JP Juan P. Mr Photography Used the software for: 6-12 months ### "Has it all for a photography business" September 9, 2020 5.0 Good product, but you have to invest the time to set up properly. Pros Easy to use and setup, but you have to invest the time to set up correctly. Cons It can be overwhelming at the beginning. There are no templates to get you going. Alternatives considered [17hats](https://www.capterra.com/p/144328/17hats/)[SuiteDash](https://www.capterra.com/p/154949/SuiteDash/) Reason for choosing Dubsado Cost and ease of use and all the integrations that they have. Review Source Similar Products Featured