Dubsado

Dubsado

What is Dubsado?

Dubsado is a creative-business CRM built for photographers, designers, coaches, and service entrepreneurs who want deep workflow customization without per-seat pricing. The platform combines client portals, contracts, invoicing, automated workflows, scheduling, and forms into one annual subscription priced for the business, not per user.

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    Dubsado Features

    Unlimited projects and clients on every plan

    Lead capture forms (1 on Starter unlimited on Premier)

    Email integration with templates

    Invoicing with payment plans

    Form and email templates

    Client portals with custom branding

    View All 15 Features
    Calendar connection and scheduling
    Bookkeeping integration on Premier
    Automated workflows on Premier
    Public proposals on Premier
    Zapier integration on Premier
    Mobile app for iOS and Android
    Multi-brand support ($10/month per additional brand)
    Multi-user support (4 to 30 users at tiered add-on pricing)
    21-day free trial with full Premier access

    Dubsado Pricing Plans

    Starter Annual

    $335 /year
    • $335/year (approximately $28/month)
    • 1 active lead capture form
    • Unlimited projects clients invoicing
    • Email integration form/email templates client portals calendar mobile
    • Verified on 2026-06-18
    POPULAR

    Premier Annual

    $525 /year
    • $525/year (approximately $44/month)
    • Unlimited lead capture forms
    • All Starter features plus bookkeeping integration
    • Advanced scheduling automated workflows public proposals Zapier integration
    • Verified on 2026-06-18

    Additional Brand

    $10 /brand/month
    • $10/month per additional brand on top of base subscription
    • Useful for operators running multiple businesses through Dubsado
    • Verified on 2026-06-18

    Multi-User Add-On

    Varies
    • 4 to 10 users: $25/month
    • 11 to 20 users: $45/month
    • 21 to 30 users: $60/month
    • Verified on 2026-06-18

    21-Day Free Trial

    Free
    • Full unlimited access to Premier plan during trial
    • No credit card required at signup
    • 21 days to evaluate
    • Verified on 2026-06-18

    Dubsado Resources

    Description

    Dubsado launched in 2017 in Newport Beach, California with a clear position: build the creative-business CRM that rewards operators willing to invest in workflow customization rather than fitting them into templates. By 2026 Dubsado serves photographers, videographers, designers, coaches, event planners, and other creative service businesses with deep workflow flexibility and unusual annual-flat-rate pricing.

    Who Dubsado is right for

    This is a vertical product for creative service businesses. The clearest fit in 2026 is solo and small-team creative operators (1 to 30 employees) charging $1,000 to $50,000 per project who would rather build their ideal system than accept template defaults. Strongest fits are photographers and videographers, designers, coaches and consultants, event planners, and marketing freelancers willing to spend weekends configuring workflows. Dubsado is the wrong choice for brand-conscious creators wanting fast plug-and-play setup (HoneyBook fits), solopreneurs needing minimal configuration (17hats fits), or non-service businesses.

    Dubsado pricing in 2026

    PlanAnnualEffective monthlyWhat you get
    Starter$335/year~$28/month1 active lead form, unlimited projects/clients/invoicing, email, portals, calendar
    Premier$525/year~$44/month+ Unlimited forms, automated workflows, bookkeeping integration, public proposals, Zapier, advanced scheduling
    Additional Brand+$10/month each-For operators running multiple businesses
    Multi-User Add-On$25 / $45 / $60 per month-4-10 / 11-20 / 21-30 users at flat tiered pricing
    21-Day Free Trial$0-Full Premier access, no card required

    Verified on 2026-06-18 against the official Dubsado pricing page. Annual billing only; no monthly option on base subscriptions.

    Hidden costs to know about

    Three watch-outs. First, Dubsado is annual-billing only on base subscriptions; no monthly option exists, so committing the full year is required. Second, multi-brand operators pay $10/month per additional brand on top. Third, payment processing fees go through your connected Stripe or Square account at their standard rates (2.9% + $0.30) and are separate from Dubsado.

    Dubsado vs alternatives at a glance

    ToolBest forStarting priceWhy pick it
    DubsadoWorkflow-heavy creatives$28/mo effectiveDeepest customization at annual flat rate
    HoneyBookBrand-conscious creatives wanting polish$29/mo annualBest mobile, AI features, polished UI
    17hatsSolopreneurs wanting all-in-one$15/moCheapest entry, broader business management
    BonsaiFreelancers wanting tax help$15/moBuilt-in tax estimation and time tracking
    PlutioAgencies wanting white-label$15/moMore client portal customization

    Integrations

    Stripe and Square for payments, Google Calendar / iCloud / Outlook calendar sync, QuickBooks Online (Premier tier), Zapier and Make for the long tail of automations (Premier tier), Mailchimp for broadcast email. The integration approach is intentionally narrower than enterprise CRMs; Dubsado assumes operators want depth in fewer integrations rather than breadth.

    Pros and cons

    What works: Deepest workflow customization in the creative-business CRM category. Multi-user pricing at flat tiered rates is dramatically cheaper than per-seat models. 21-day free trial with full Premier access is one of the longest in the category. Annual billing eliminates monthly cost surprises. Active Dubsado community on Facebook and Reddit shares workflow templates that newer operators can adopt.

    Where it strains: Learning curve is meaningful; workflow setup rewards weekend investment that operators wanting fast plug-and-play won't enjoy. Mobile experience is functional but less polished than HoneyBook. UI shows 2017 design heritage despite ongoing updates. Annual-only billing requires committing the full year. Limited API depth restricts custom integrations.

    What real buyers say

    Operator reviews on SoftwareAdvice, SelectHub, and the r/Dubsado subreddit cluster around three wins: workflow flexibility is unmatched for operators willing to invest in setup, annual pricing eliminates monthly cost stress, and the active community shares templates that compress the learning curve. Common pushback is on the learning curve itself, the mobile experience versus HoneyBook, and the inability to do monthly billing on base subscriptions.

    Field guide

    FieldDetail
    HeadquartersNewport Beach, California, United States
    Founded2017
    Target usersSolo and small creative service businesses
    MobileNative iOS and Android
    Free trial21 days full Premier, no card required
    Free planNone
    BillingAnnual only on base subscriptions
    Multi-user pricing$25-$60/month flat (4-30 users)

    Buyer action plan

    Start with the 21-day Premier trial. Plan one weekend to set up your first workflow (template emails, contract, invoice sequence). Build one lead capture form. Run a test client through the full flow. Browse r/Dubsado for workflow templates that match your business model. Decide between Starter and Premier based on whether you need automated workflows, multiple lead forms, and QuickBooks integration. Premier is the standard choice for working operators.

    2026 updates

    Dubsado has continued investment in workflow templates, expanded mobile capabilities, deepened the QuickBooks integration, and refined the scheduling experience. The platform has remained focused on its core creative-business audience rather than expanding into adjacent categories. Pricing has held steady through 2026 versus HoneyBook's major 2025 increase.

    Security and compliance

    Cloud platform with TLS in transit, encryption at rest, GDPR and CCPA support, role-based access on multi-user accounts, and PCI-compliant payment processing through connected Stripe or Square. Two-factor authentication available across all tiers. Data export available via CSV.

    Customer support

    Email, in-app live chat, knowledge base, Dubsado University training content, and an active Facebook community group with 30,000+ members. Response times during US business hours are fast. The r/Dubsado subreddit and LinkedIn creative groups feature peer support for workflow questions.

    Who can use Dubsado

    Best fit: solo and small creative service businesses 1 to 30 employees willing to invest in workflow setup. Reasonable fit: any service business where workflow customization matters more than fast plug-and-play. Not a fit: brand-conscious operators wanting fast setup (HoneyBook), solopreneurs needing minimal configuration (17hats), e-commerce, or non-service businesses.

    Mobile app

    Native iOS and Android apps cover lead inbox, project management, invoicing, calendar, and client communication. The mobile experience is functional and clean but less polished than HoneyBook's flagship mobile apps. Heavy configuration (workflows, forms, templates) remains desktop-only.

    How to get started with Dubsado

    Sign up for the 21-day free trial at the official Dubsado website. Set up brand colors and logo. Build a contract template. Configure one lead capture form. Add an automated workflow (Premier tier). Run a test client through the full flow. Browse the r/Dubsado community for workflow templates. Decide on Starter or Premier based on automation, multi-form, and QuickBooks needs.

    Top alternatives to Dubsado

    HoneyBook is the polished alternative for brand-conscious creatives at higher monthly cost. 17hats is the all-in-one solopreneur alternative at lower entry price. Bonsai targets freelancers wanting built-in tax help. Plutio adds more white-label client portal customization. Stripe + Calendly + Notion can replicate basic workflows for technical operators willing to glue tools together.

    How to cancel Dubsado

    Cancellation is processed from account settings. Annual subscriptions cancel at renewal; mid-term cancellation typically forfeits the remaining annual fee unless within the 30-day money-back window for first-time subscribers. Data export available via CSV. Submit cancellation through account settings or contact customer success.

    Bottom line

    Dubsado is the right pick for a solo or small-team creative service operator willing to invest in workflow setup in exchange for deep customization and predictable annual flat pricing. The 21-day Premier trial is the right way to evaluate. Multi-user pricing at flat tiered rates is dramatically cheaper than per-seat alternatives. For brand-conscious creators wanting polished out-of-box experience, HoneyBook is better. For workflow-heavy operators willing to invest in setup, Dubsado is hard to beat on customization depth.

    Verified on 2026-06-18. Pricing verified from the official Dubsado pricing page.

    Frequently Asked Questions

    What is Dubsado used for?
    Dubsado is a client management CRM purpose-built for creative service businesses. Photographers, designers, coaches, event planners, virtual assistants, and other service entrepreneurs use it for client portals, contracts, invoicing, automated workflows, scheduling, lead capture forms, and the broader client experience from inquiry to project delivery. The platform's defining trait is deep workflow customization that rewards investment in setup.
    How much does Dubsado cost in 2026?
    Dubsado has two annual-billing plans. Starter is $335/year (approximately $28/month effective) with 1 active lead capture form and core client management. Premier is $525/year (approximately $44/month effective) with unlimited forms, automated workflows, bookkeeping integration, and Zapier. Additional brands cost $10/month each. Multi-user pricing is $25/month for 4-10 users, $45 for 11-20, and $60 for 21-30 users on top of the base subscription.
    Is there a free trial?
    Yes. Dubsado offers a 21-day free trial with full unlimited access to the Premier plan and no credit card required at signup. The trial is one of the most generous in the creative-business CRM category, giving operators three full weeks to set up workflows and test real client interactions.
    Who is Dubsado best for?
    Dubsado is built for solo and small-team creative service businesses (1 to 30 employees) charging $1,000 to $50,000 per project. Strongest fits are photographers and videographers willing to invest in workflow customization, designers, coaches and consultants, event planners, and operators who would rather build their ideal system than fit into HoneyBook's templates. It is less of a fit for buyers wanting fast plug-and-play setup (HoneyBook fits) or solopreneurs needing minimal configuration (17hats fits).
    How does Dubsado compare to HoneyBook?
    Both Dubsado and HoneyBook target creative service businesses. HoneyBook is more polished out of the box with better mobile apps, cleaner client-facing branding, and stronger AI features. Dubsado has deeper workflow customization, cheaper annual pricing (Starter $28/month vs HoneyBook $36/month), and rewards investment in setup. For brand-conscious creators wanting fast setup, HoneyBook wins. For workflow-heavy operators willing to invest setup time, Dubsado wins.
    Does Dubsado have workflow automation?
    Yes, on the Premier tier only. Automated workflows trigger on events (form submission, payment, project stage change) and can send emails, create tasks, update fields, and route to team members. The workflow builder has a learning curve but rewards investment with deep customization. Starter tier does not include workflows.
    Does Dubsado handle scheduling?
    Yes. Basic calendar connection (Google Calendar, iCloud, Outlook) is available on Starter. Advanced scheduling with multi-appointment booking, scheduler links, and customer-facing booking pages is Premier-only. For operators replacing Calendly with Dubsado, Premier tier is required.
    Can multiple users share a Dubsado account?
    Yes, with tiered add-on pricing. The base Starter or Premier plan is single-user; multi-user pricing adds $25/month for 4-10 users, $45/month for 11-20 users, and $60/month for 21-30 users on top of the base subscription. Multi-user pricing is unusual in this category (most competitors charge per-seat), making Dubsado dramatically cheaper for growing teams.
    Does Dubsado integrate with QuickBooks?
    Yes, on the Premier tier through the bookkeeping integration. The integration syncs invoices and payments with QuickBooks Online so accounting stays in QuickBooks while client-facing work happens in Dubsado. Starter tier does not include the QuickBooks integration; operators needing it should plan for Premier minimum.
    Does Dubsado have a mobile app?
    Yes. Native iOS and Android operator apps support core workflows: lead inbox, project management, invoicing, calendar, and client communication. The mobile experience is functional and clean but less polished than HoneyBook's flagship mobile apps. Heavy configuration work (workflows, forms, templates) remains desktop-only.
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