--- title: "Dubsado Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Dubsado the right Workflow Management solution for you? Explore 61 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/206389/Dubsado/reviews/" page_type: "reviews" language: "en" --- 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 September 16th, 2026 # Reviews of Dubsado Ease of use 3.7 Customer Service 4.3 ## Pros and Cons in Reviews SB Sabre’ B Systems StrategistInternet, Self-employedUsed the software for: 6-12 months. “I loved using it, it keep things running for me in the background and so I could focus on working and it sent reminders out for me“ March 24, 2026 PS Paola S Owner, Video Editor, Content ProducerMarketing and Advertising, Self-employedUsed the software for: More than 2 years. “Some of the features are clunky like scheduling, form design, and adding multiple links or buttons.“ November 6, 2025 PS Paola S Owner, Video Editor, Content ProducerMarketing and Advertising, Self-employedUsed the software for: More than 2 years. “Sharing contracts and invoices is easy to manage and I like that I have some branding or customization availability - it's not perfect but it works. “ November 6, 2025 CH Chloe H Fractional COOManagement Consulting, Self-employedUsed the software for: 1-2 years. “Overall it just feels a bit clunky and perhaps too expensive and heavy for my business.... but now I honestly feel stuck in the product since I spent so much time creating documents and the various scheduling links and forms are all through my dubsado account. If were to switch to another provider, I would have to do a major overhaul across all my other marketing tools.“ November 11, 2024 CH Chloe H Fractional COOManagement Consulting, Self-employedUsed the software for: 1-2 years. “It helps unify my brand and keep all my legal items in one location.“ November 11, 2024 AH Amanda H Copywriter and Launch StrategistMarketing and Advertising, Self-employedUsed the software for: 1-2 years. “I think it’s very clunky, I struggle understanding what sections or categories to find things or how to properly set them up it’s very overwhelming and I am tech savvy I just find this difficult and not user friendly“ June 28, 2024 SJ Sarah J Virtual AssistantFood & Beverages, 2 - 10 employeesUsed the software for: More than 2 years. “Their workflow system with automated emails is desirable.“ October 15, 2025 Neela P Homeopathic PractitionerAlternative Medicine, Self-employedUsed the software for: 1-2 years. “Extremely frustrating and embarrassing for me and my clients.“ November 15, 2023 ## Showing most helpful reviews Showing 1-25 of 61 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Jamie S. Productivity Coach Professional Training & Coaching Used the software for: 2+ years ### "Dubsado is an excellent CRM!" December 6, 2022 5.0 Overall I love Dubsado. I wish the setup had been a bit more intuitive. I've made peace with not utilizing all of the features and will maybe get them set up one day. There are people you can pay to set up your Dubsado account that are certified by Dubsado. Pros I love the ability to customize everything sent out to clients allowing me to stay on brand. I also love that my clients find it easy to schedule and pay invoices. Very intuitive on the client side. Cons Dubsado is a major endeavor for setup. 2+ years later, I still have features I'm not using to the best of their ability. Switched from [17hats](https://www.capterra.com/p/144328/17hats/) I was not happy with the way projects were organized in 17 hats. Did not work for my model. Review Source PS Paola S. Owner, Video Editor, Content Producer Marketing and Advertising Used the software for: 2+ years ### "Get your business system in place with Dubsado" November 6, 2025 4.0 Good. It keeps all my client work data in one place especially helpful around tax time. I can even setup a client portal where my client can see invoices, other relevant docs (like contracts), and even conversations. Sharing contracts and invoices is easy to manage and I like that I have some branding or customization availability - it's not perfect but it works. It does have a free subscription which allows 3 clients and that's a good place to start. Pros It has a lot of features that are useful for business users. For the most part, it's a user friendly software and if you take the time to learn the ins and outs can really make a difference in how you manage your business and clients. The cost for the software isn't too high and I do think it's affordable especially if you consider the features however, I would like to see a $15/m subscription that allows you to have a few more customers on your roster. Cons Some of the features are clunky like scheduling, form design, and adding multiple links or buttons. There is a learning curving it's not extensive but if you have never worked in or with a CRM or a Project Mangement tool you do need to spend time learning how to make the most of templates (make sure they right for your systems), workflows/automations, and setting up your dashboard. It works much better as a CRM than a project management tool. Switched from [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/) Ease of use, cost, and the ability to have 3 clients on a free subscription. Review Source CH Chloe H. Fractional COO Management Consulting Used the software for: 1-2 years ### "Great software, but overkill for my needs." November 11, 2024 3.0 Pros I like the contract management and forms. It helps unify my brand and keep all my legal items in one location. Also streamlines the contract signing process and editing the various contracts. I can also track payments on contracts there. Cons Overall it just feels a bit clunky and perhaps too expensive and heavy for my business.... but now I honestly feel stuck in the product since I spent so much time creating documents and the various scheduling links and forms are all through my dubsado account. If were to switch to another provider, I would have to do a major overhaul across all my other marketing tools. Review Source DJ Daphnah J. Web Designer Design Used the software for: 2+ years ### "Best CRM on the market. " April 4, 2025 5.0 Overall my experience with Dubsado is great and I am using it daily. Pros I love to use Dubsado for my business! What I like most is that I can have clients easily accept a proposal, sign a contract, and pay their invoices all at once. Cons What I like least about Dubsado is the learning curve. Figuring out the best setup and learning how to automate your workflows takes quite a bit of time. Alternatives considered [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/) Reason for choosing Dubsado At the time Dubsado had a lot more customization compared to Honeybook. Review Source SB Sabre’ B. Systems Strategist Internet Used the software for: 6-12 months ### "A great CRM to use for your business " March 24, 2026 5.0 I loved using it, it keep things running for me in the background and so I could focus on working and it sent reminders out for me Pros The automations and the capabilities. It was pretty straight forward to use. And I like how seamless everything is Cons I’m not a design person when it comes to filling out forms, so that was different to me and was harder for me to set up for myself Switched from [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/) I had made the switch because of the free trail and it had more capabilities than HoneyBook Review Source Yelle B. Co-founder & Brand Strategist Marketing and Advertising Used the software for: 1-2 years ### "Got the Job Done Well – Could Be Much Better" August 2, 2023 4.0 It definitely got the job done, it was the best platform out there for what we needed, but it could have been so much better. Pros My boutique creative agency was looking for a way to send proposals to both our clients and teammates through a platform that also had invoicing. The way Dubsado merges the proposal, contract, and invoice is really seamless. We also liked that our clients and teammates had a login to their portal where they could see all their contracts and correspondence. The latter feature was better than Honeybook because they didn't need to login every time they wanted to see an email. They could see emails in their email. Cons Dubsado has a severe learning curve. It has such an active facebook group because it's so hard to set up Dubsado and there are people who literally specialize in Dubsado setup as part of their career. I think there has to be a more simple way to build a platform like this. I never had the time to make my contracts and portals look all specialized because Dubsado didn't make it easy to customize. Alternatives considered [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/)[WorkMarket](https://www.capterra.com/p/192163/WorkMarket/) Reason for choosing Dubsado Dubsado seemed to be a better flow for our clients and teammates because they didn't have to log in to see their correspondence every time. WorkMarket was too expensive. Switched from [PayPal](https://www.capterra.com/p/207944/PayPal/)[Stripe](https://www.capterra.com/p/123889/Stripe/)[Venmo](https://www.capterra.com/p/222572/Venmo-/) We wanted to level up our business and find a platform more all-in-one 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 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! SJ Sarah J. Virtual Assistant Food & Beverages Used the software for: 2+ years ### "Dubsado is Great!" October 15, 2025 5.0 I have been using Dubsado for 6 years now through a bakery, and I love this program. It is easy to use, and has many great qualities. One of the few CRMs that seems to "do it all". Pros There is a lot to love about Dubsado! Their workflow system with automated emails is desirable. I love that our email inbox is also recorded and reflected in Dubsado. The cost is not too much, especially if you can catch them on one of their annual sales. The customer support is top tier and fast to get a response. Lastly, it is user friendly for even the most novice user. Cons I wish the calendar function was better, that you could jump to a specific date, and that you can hover over a project to see the details rather than needing to click into each project. I also would love to see an "upload photo" function outside of the notes section (easier, less clicking). Review Source SL Sydney L. Advertiser Marketing and Advertising Used the software for: Less than 6 months ### "Dubsado helps me manage my business " January 3, 2026 5.0 Pros Dubsado is a great CRM that makes it easy to track projects and invoices, put together proposals and packages, and has automated workflows to help onboard seamlessly. Cons It does have a bit of a learning curve, and it does take a bit of leg work to get everything set up the way you need it. Review Source CS Cathy S. Venue manager Hospitality Used the software for: 6-12 months ### "Dubsado is terrific " February 4, 2025 5.0 Positive for sure. Makes my workload more streamlined and accurate Pros This product is so easy to use very easy to manoeuvre around Cons I don’t not like anything it’s all really well out together 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 BB Bethany B. Editor Publishing Used the software for: 6-12 months ### "Incredibly capable CRM" November 22, 2021 5.0 Dubsado is a great value for money—if nothing else, it's much more affordable than separately purchasing invoicing, contract, and calendar software, but of course the usability goes far beyond that. If Dubsado added payment processing to be more competitive with Honeybook, it would be an absolute slam dunk. Pros Dubsado sometimes feels like it can do anything, if you just figure out how to use it creatively enough! It's more affordable than its direct competitors and it always feels as if there's more to explore. Cons Dubsado's interface isn't very intuitive, and often, processes for fairly basic tasks require pretty complex workarounds. It would work perfectly right out of the gate for certain kinds of businesses, but as soon as your business strays from the ordinary, you have to get very creative to figure out how to use Dubsado for your purposes. That said, once you do figure it out (and you will), you'll have a much deeper understanding of Dubsado as a tool. Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Dubsado Price Switched from [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/) Price Review Source TH Tracy H. Coach Hospital & Health Care Used the software for: 6-12 months ### "Powerful and business critical" July 8, 2022 5.0 Dubsado helps me run my coaching practice from leads to invoicing and offboarding. The only thing I don't use it for is actual booking because the calendar is glitchy. Pros I love the proposals which I can embed on my website. People can find them, book, pay and get an automation of all the forms they need before showing up for their call. Cons There is a long hard slog to understand how to set it up if you are unfamiliar with the terminology they use. I let it sit for months because I found it intimidating. THey do offer great support once you dive in though". The scheduler is in beta and can be glitchy. Review Source AH Amanda H. Copywriter and Launch Strategist Marketing and Advertising Used the software for: 1-2 years ### "Dubsado: not the most user friendly option " June 28, 2024 1.0 I’ve had to use with clients and I find that while it offers a lot of what they need it lacks in ease of use. Pros I think it has good intuitive pieces to help funnel and move leads through a CRM Cons I think it’s very clunky, I struggle understanding what sections or categories to find things or how to properly set them up it’s very overwhelming and I am tech savvy I just find this difficult and not user friendly 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 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 SW Shawntinique W. CEO Accounting Used the software for: 6-12 months ### "Love it" October 2, 2021 5.0 awesome Pros everything is great honestly, i will always refer them depending on the industry. Cons some functions for reoccuring clients with multiple businesses didnt work in my favor. Review Source hT helene T. Fondatrice Education Management Used the software for: Less than 6 months ### "Great product, but not always easy to set up, many details to cover" September 3, 2021 5.0 Dubsado requires a lot of time to set up and train to know how to use. but once it is set up correctly, it saves a lot of time in client management Pros the automation of the client follow up is great Cons there are many details to set up, the automated emails are numerous to set up. Review Source BG Brittany G. Consultant Human Resources Used the software for: Less than 6 months ### "Efficient to incorporate for small business" October 10, 2021 4.0 I look forward to continuing to use Dubsado for years ahead. Pros As a small business that is consistently writing new proposals, quotes, and RFPs, Dubsado really helps us work more strategically and efficiently to reach more people quicker (which our clients love). It has helped a process that could take up to 3 days, go down to 30 minutes or an hour on most days. Cons The most difficult part is setting up your Dubsado account and putting your respective packages. Once this is complete, the process is much easier to work through and add on new features if you'd like. Review Source KO Kayla O. Senior Associate Non-Profit Organization Management Used the software for: Less than 6 months ### "Useful invoicing and quoting" August 6, 2021 5.0 I have had positive experiences with the invoicing and email automation. Pros I’ve seen this used by all kinds of small businesses and it adapts to meet their needs well. Cons It relies on a link, and changes can be made without alerting the recipient. Without a history log, it can be used unscrupulously. Review Source TR Tanya R. Founder and brand designer Design Used the software for: 1-2 years ### "Great for client onboarding " December 7, 2024 5.0 It’s great. It makes sending proposals, automating workflows and managing leads really simple Pros It’s great for making client onboarding super simple. The first time I sent over a proposal, my client paid within 5 minutes because it was so easy! Cons I really wish the project management aspect was stronger. The client portal isn’t that great so I have to use a different project management tool. But it integrates really well with most things so it’s not too much of a problem. Review Source SB Stephanie B. Customer Experience Analyst Semiconductors Used the software for: 2+ years ### "Excellent for Efficiency and Customization" August 7, 2023 5.0 Dubsado is without a great tool, that is an absolute must for my business. It provides so much help and customization to be organized and operate better with my army of one structure. Pros What I love most about Dubsado is the able to create custom fields, contracts, proposals and more. This is super helpful when dealing with various project types. The automated workflows that can be created are also very amazing. You honestly can set it and forget about it. Cons Some features that could use some improvement in Dubsado is the email functionality and some of the client information. You are able to have your emails linked to Dubsado, however it doesn't really seem as helpful as I originally perceived it to be. Sometimes there is a lag between my actual email inbox versus the Dubsado inbox. The client information could be cleaned up, for example, I would love if it could recognize that I have already entered the same clients and maybe update information as needed. Switched from [Tave Studio Manager](https://www.capterra.com/p/92909/Tave-Studio-Manager/) Tave interface with not as impressive as I would like. It would take me a while to fully get a grasp of all the features that are available and how they operate. Review Source BP Brookelyn P. Virtual Executive Assistant Executive Office Used the software for: 1-2 years ### "Workflow King!" December 21, 2023 4.0 Pros Workflows are very easy to create and manage. Proposals can populate contracts and invoice with precise detail. Smart fields and canned emails are easy to use. Cons I wish Dubsado would incorporate if/then options into their workflow, so I don't have to add so many worst case scenario steps into client workflows. I also wish that they would have folders inside of workflows and even templates. If one aspect of your clients business includes 10+ workflows and 30+ canned emails, it gets confusing without folders to start working on another revenue stream. I use prefixes to separate and organize, but folders would be a game changer. Alternatives considered [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/) Reason for choosing Dubsado This particular client needed more automations and complex workflows, Honeybook does not currently have that capability. Review Source 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 Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.