Bonsai From $15/mo 9.3 Visit Dubsado
dubsado.com
Spec sheet
- Product
- Dubsado is a client management platform designed to streamline business operations, create repeatable processes, and improve client experiences.Read 30 Sep 2026 · dubsado.com
- Intended users
- The company describes Dubsado as a platform for creative business owners and says its founders were a photographer and a web developer.Read 30 Sep 2026 · dubsado.com
- Integrations
- Dubsado lists connections for Gmail, Microsoft 365, SMTP email, Zoom, Google Meet, Microsoft Teams, QuickBooks Online, Xero, and Zapier.Read 30 Sep 2026 · dubsado.com
- Mobile apps
- Dubsado provides mobile apps for iOS 15 or later and Android 10 or later, available with trial, Starter, and Premier accounts.Read 30 Sep 2026 · help.dubsado.com
- 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.Read 30 Sep 2026 · dubsado.com
- Privacy
- Dubsado states that it does not sell or trade personally identifiable information to outside parties not listed in its privacy policy.Read 30 Sep 2026 · dubsado.com
- Support
- Both listed plans include free email and live chat support, and the company also offers live demos and help resources.Read 30 Sep 2026 · dubsado.com
- Client workflow
- The platform supports lead capture, proposals, contracts, invoices, payments, client portals, and project tracking.Read 30 Sep 2026 · dubsado.com
- Contracts
- Dubsado offers legally binding agreements with signature tracking and reusable contract templates.Read 30 Sep 2026 · dubsado.com
- Forms and proposals
- Users can create branded lead forms, questionnaires, surveys, welcome packets, and proposals that can trigger automated workflows.Read 30 Sep 2026 · dubsado.com
- 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.Read 30 Sep 2026 · dubsado.com
- Plan limits
- Starter includes one active lead capture form; Premier includes unlimited lead capture forms and adds bookkeeping integration, scheduling, workflows, proposals, and Zapier.Read 30 Sep 2026 · dubsado.com
Plans and prices
Starter Plan $335 a year $335/yr; annual billing Unlimited projects & clients · 1 active lead capture form · No bookkeeping integration, advanced scheduling, automated workflows, public proposals, or Zapier integration Read 30 Sep 2026 · dubsado.com
Premier Plan $525 a year $525/yr; annual billing Unlimited projects & clients · Unlimited active lead capture forms · Bookkeeping integration · Scheduling · Automated workflows · Public proposals · Zapier integration Read 30 Sep 2026 · dubsado.com
Where Specifiction places it
- Freelance Management System#8 of 258.0
- Client Management software#10 of 277.9
- Business Management#14 of 277.9
- Professional Services CRM Software#24 of 358.0
