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Dubsado

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What Dubsado is

Dubsado is a client management platform for organizing business operations and client work. It supports lead capture, proposals, contracts, invoices, payments, client portals, and project tracking. Users can create branded 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. Listed integrations include Gmail, Microsoft 365, SMTP email, Zoom, Google Meet, Microsoft Teams, QuickBooks Online, Xero, and Zapier. Both annual plans include unlimited projects and clients: Starter is $335 a year and Premier is $525 a year. Premier adds unlimited active lead capture forms, bookkeeping integration, scheduling, workflows, public proposals, and Zapier. The service is available on web, iOS 15 or later, and Android 10 or later. It offers a 21-day trial.

Who it suits

Dubsado suits creative business owners who want to manage client work, payments, and repeatable processes in one platform. Premier may fit those needing its added workflows, scheduling, or integrations.

What it does well

  • Unlimited projects and clients on both plans
  • Branded forms and proposals can trigger workflows
  • Reusable contract templates include signature tracking
  • Both plans include email and live chat support

What to know first

  • Starter allows one active lead capture form
  • Starter excludes workflows, scheduling, and Zapier
  • Mobile apps require iOS 15 or Android 10

Limits

Starter has one active lead capture form and does not include bookkeeping integration, advanced scheduling, automated workflows, public proposals, or Zapier integration. Starter costs $335 a year; Premier costs $525 a year and removes those listed feature limits.

Plans

PlanBilled and limitsPrice
Starter Plan$335/yr; annual billing · Unlimited projects & clients · 1 active lead capture form · No bookkeeping integration, advanced scheduling, automated workflows, public proposals, or Zapier integration$335 a year
Premier Plan$525/yr; annual billing · Unlimited projects & clients · Unlimited active lead capture forms · Bookkeeping integration · Scheduling · Automated workflows · Public proposals · Zapier integration$525 a year

As dubsado.com lists them, read 30 Sept 2026. The maker's own page has the final word.

Getting started

  1. Open the Dubsado website
  2. Start the 21-day trial
  3. Choose the Starter or Premier plan
  4. Use Dubsado on the web or install the iOS 15+ or Android 10+ app
  5. Create lead forms, proposals, contracts, invoices, and client workflows

Verdict

Dubsado covers client workflows from lead capture through payment and project tracking. Compare Starter’s limits with Premier’s added features, and note that both listed prices are annual.

Questions

How much does Dubsado cost?

Pricing starts at $35/mo. The listed annual plans are Starter at $335 a year and Premier at $525 a year.

Is there a free plan or trial?

There is no free plan, but a 21-day free trial is available.

Which platforms support Dubsado?

Dubsado is available on the web, iOS 15 or later, and Android 10 or later.

What does Premier add over Starter?

Premier adds unlimited active lead capture forms, bookkeeping integration, scheduling, automated workflows, public proposals, and Zapier integration.

Which payment methods does Dubsado Payments support?

It supports credit cards in more than 135 currencies, ACH transfers in the United States and Canada, recurring billing, and buy now, pay later options.

Facts from Dubsado's own pages

Client workflow
The platform supports lead capture, proposals, contracts, invoices, payments, client portals, and project tracking. · dubsado.com, 30 Sept 2026
Contracts
Dubsado offers legally binding agreements with signature tracking and reusable contract templates. · dubsado.com, 30 Sept 2026
Forms and proposals
Users can create branded lead forms, questionnaires, surveys, welcome packets, and proposals that can trigger automated workflows. · dubsado.com, 30 Sept 2026
Integrations
Dubsado lists connections for Gmail, Microsoft 365, SMTP email, Zoom, Google Meet, Microsoft Teams, QuickBooks Online, Xero, and Zapier. · dubsado.com, 30 Sept 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. · dubsado.com, 30 Sept 2026
Mobile apps
Dubsado provides mobile apps for iOS 15 or later and Android 10 or later, available with trial, Starter, and Premier accounts. · help.dubsado.com, 30 Sept 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. · dubsado.com, 30 Sept 2026
Plan limits
Starter includes one active lead capture form; Premier includes unlimited lead capture forms and adds bookkeeping integration, scheduling, workflows, proposals, and Zapier. · dubsado.com, 30 Sept 2026
Privacy
Dubsado states that it does not sell or trade personally identifiable information to outside parties not listed in its privacy policy. · dubsado.com, 30 Sept 2026
Product
Dubsado is a client management platform designed to streamline business operations, create repeatable processes, and improve client experiences. · dubsado.com, 30 Sept 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. · dubsado.com, 30 Sept 2026
Support
Both listed plans include free email and live chat support, and the company also offers live demos and help resources. · dubsado.com, 30 Sept 2026

Where Dubsado stands on Freedom251

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