--- description: Review of Dubsado Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Dubsado | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Business Management Software](/directory/4371/business-management/software) > [Dubsado](/software/249435/dubsado) # Dubsado Canonical: https://www.softwareadvice.co.nz/software/249435/dubsado Page: 1 / 4\ Next: [Next page](https://www.softwareadvice.co.nz/software/249435/dubsado?page=2) > Dubsado is a software for small businesses that want to streamline their operations. The software allows users to create customizable templates for all their contracts, lead capture forms, questionnaires, and proposals—all with their unique branding. It also helps users generate invoices with payment plans and keep track of every dollar earned or spent. The automation features in Dubsado include automated workflows, recurring payments, confirmation emails, payment reminders, and more. The software also lets users manage their clients through projects and maintain organized communication with emails, task boards, and client portals. > > Verdict: Rated **4.2/5** by 61 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.2/5** | 61 Reviews | | Ease of Use | 3.7/5 | Based on overall reviews | | Customer Support | 4.3/5 | Based on overall reviews | | Value for Money | 4.2/5 | Based on overall reviews | | Features | 4.0/5 | Based on overall reviews | | Recommendation percentage | 70% | (7/10 Likelihood to recommend) | ## About the vendor - **Company**: Dubsado ## Commercial Context - **Starting Price**: US$20.00 - **Pricing model**: Flat Rate (Free version available) (Free Trial) - **Pricing Details**: Free trial $0 Up to 3 free clients Access to all features available in the Premier plan No time limit Starter plan $20/month or $200/year Unlimited projects \& clients Invoicing \& payment plans Form \& email templates Premier plan $40/month or $400/year Everything in the Starter plan, plus: Scheduling Automated workflows Public proposals Multiple lead capture forms Zapier integration - **Target Audience**: Self Employed, 2–10 - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Windows (On-Premise) - **Supported Languages**: English - **Available Countries**: Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua & Barbuda, Argentina, Armenia, Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium and 208 more ## Features - API - Accounting - Billing & Invoicing - CRM - Calendar Management - Client Management - Client Portal - Customisable Branding - Customisable Templates - Customizable Fields - Data Import/Export - Document Management - Drag & Drop - Electronic Payments - Financial Management - Mobile Access - Project Management - Quotes/Estimates - Real-Time Data - Reminders ## Integrations (4 total) - Microsoft Teams - QuickBooks Online - Xero - Zapier ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Business Management Software](https://www.softwareadvice.co.nz/directory/4371/business-management/software) ## Alternatives 1. 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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\! > > I've had great experience with customer support and will continue to learn how to best use it to support my business. ----- ### "Excellent for Efficiency and Customization" — 5.0/5 > **Stephanie** | *7 August 2023* | Semiconductors | Recommendation rating: 8.0/10 > > **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. > > 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. ----- ### "Dubsado - the best of a bad bunch." — 3.0/5 > **Verified Reviewer** | *30 July 2022* | Information Technology & Services | Recommendation rating: 6.0/10 > > **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. > > 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. ----- ### "Workflow King\!" — 4.0/5 > **Brookelyn** | *21 December 2023* | Executive Office | Recommendation rating: 8.0/10 > > **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. ----- ### "Best CRM I've ever tried\!" — 5.0/5 > **Maria** | *12 December 2022* | Arts & Crafts | Recommendation rating: 10.0/10 > > **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. > > 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. ----- Page: 1 / 4\ Next: [Next page](https://www.softwareadvice.co.nz/software/249435/dubsado?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/249435/dubsado) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data