Dubsado
Dubsado is a paid client management platform for organizing business operations and repeatable client workflows.
What Dubsado is
Dubsado is a paid client management platform for organizing business operations and repeatable client workflows. It covers lead capture, proposals, contracts, invoices, payments, client portals, and project tracking. You can create branded lead forms, questionnaires, surveys, welcome packets, and proposals that trigger automated workflows. Reusable contract templates include signature tracking for legally binding agreements. Dubsado Payments supports credit cards in 135+ currencies, ACH transfers in the US and Canada, recurring billing, and buy now, pay later options. Connections include Gmail, Microsoft 365, SMTP email, Zoom, Google Meet, Microsoft Teams, QuickBooks Online, Xero, and Zapier. Starter costs $335 a year and includes one active lead capture form. Premier costs $525 a year and adds unlimited forms, bookkeeping integration, scheduling, workflows, public proposals, and Zapier. Web, iOS 15+, and Android 10+ access are available.
Good
- Lead capture through project tracking
- Automated workflows from forms and proposals
- Payment processing in 135+ currencies
- Client portals and signature tracking
- Web, iOS, and Android access
Watch out
- No free plan
- Starter limits active lead capture forms to one
- Premier costs $525 a year
- Mobile apps require iOS 15+ or Android 10+
Who it suits
Dubsado is aimed at creative business owners managing leads, projects, documents, payments, and client communication. It suits teams that need forms, contracts, portals, and workflow automation in one platform.
Verdict
Dubsado brings core client-management stages into a single workflow with substantial payment, document, and integration coverage. The annual plans differ notably in automation, scheduling, bookkeeping, and form limits.
Plans and prices
From Dubsado's own pricing page, checked 30 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Starter Plan | $335 a year | Unlimited projects & clients · 1 active lead capture form · No bookkeeping integration, advanced scheduling, automated workflows, public proposals, or Zapier integration · $335/yr; annual billing |
| Premier Plan | $525 a year | Unlimited projects & clients · Unlimited active lead capture forms · Bookkeeping integration · Scheduling · Automated workflows · Public proposals · Zapier integration · $525/yr; annual billing |
The facts
Each one read from Dubsado's own pages, with the date it was checked.
What it does
- Client workflow
- The platform supports lead capture, proposals, contracts, invoices, payments, client portals, and project tracking.checked 30 Sep 2026
- Contracts
- Dubsado offers legally binding agreements with signature tracking and reusable contract templates.checked 30 Sep 2026
- Forms and proposals
- Users can create branded lead forms, questionnaires, surveys, welcome packets, and proposals that can trigger automated workflows.checked 30 Sep 2026
- Integrations
- Dubsado lists connections for Gmail, Microsoft 365, SMTP email, Zoom, Google Meet, Microsoft Teams, QuickBooks Online, Xero, and Zapier.checked 30 Sep 2026
- Intended users
- The company describes Dubsado as a platform for creative business owners and says its founders were a photographer and a web developer.checked 30 Sep 2026
- Payments
- Dubsado Payments supports credit card processing in 135+ currencies, ACH transfers in the US and Canada, recurring billing, and buy now, pay later options.checked 30 Sep 2026
- Privacy
- Dubsado states that it does not sell or trade personally identifiable information to outside parties not listed in its privacy policy.checked 30 Sep 2026
- Product
- Dubsado is a client management platform designed to streamline business operations, create repeatable processes, and improve client experiences.checked 30 Sep 2026
- Security
- Dubsado's privacy policy says sensitive information is encrypted via SSL, access to secured networks is limited, and payment transactions are processed through a gateway provider rather than stored or processed on its servers.checked 30 Sep 2026
- Support
- Both listed plans include free email and live chat support, and the company also offers live demos and help resources.checked 30 Sep 2026
Where it runs
- Mobile apps
- Dubsado provides mobile apps for iOS 15 or later and Android 10 or later, available with trial, Starter, and Premier accounts.checked 30 Sep 2026
Money
- Plan limits
- Starter includes one active lead capture form; Premier includes unlimited lead capture forms and adds bookkeeping integration, scheduling, workflows, proposals, and Zapier.checked 30 Sep 2026
