Dubsado
by Dubsado
What is Dubsado?
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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
Dubsado Pricing Plans
Starter Annual
- $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
Premier Annual
- $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/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
- 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
- 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
| Plan | Annual | Effective monthly | What you get |
|---|---|---|---|
| Starter | $335/year | ~$28/month | 1 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
| Tool | Best for | Starting price | Why pick it |
|---|---|---|---|
| Dubsado | Workflow-heavy creatives | $28/mo effective | Deepest customization at annual flat rate |
| HoneyBook | Brand-conscious creatives wanting polish | $29/mo annual | Best mobile, AI features, polished UI |
| 17hats | Solopreneurs wanting all-in-one | $15/mo | Cheapest entry, broader business management |
| Bonsai | Freelancers wanting tax help | $15/mo | Built-in tax estimation and time tracking |
| Plutio | Agencies wanting white-label | $15/mo | More 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
| Field | Detail |
|---|---|
| Headquarters | Newport Beach, California, United States |
| Founded | 2017 |
| Target users | Solo and small creative service businesses |
| Mobile | Native iOS and Android |
| Free trial | 21 days full Premier, no card required |
| Free plan | None |
| Billing | Annual 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
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