#1 most frequent
United States of America
74.3%3,074 installations of 4,139
What is Dubsado?
Dubsado, from the company of the same name Burbank, is a small business technology management solution, providing contact and contract management, invoicing, and calendaring, in an all-in-one solution.
Categories & Use Cases
Videos
Top Performing Features
Call center management
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
Category average: 6.9
Scripting environment
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
Category average: 7.4
Contract management
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
Category average: 7.8
Areas for Improvement
Task management
This includes the ability to plan, track, collaborate and report on tasks.
Category average: 8.4
Marketing automation
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
Category average: 7.4
Compensation management
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Category average: 8.6
Who Buys & Uses Dubsado
#2 most frequent
United Kingdom of Great Britain and Northern Ireland
7.5%310 installations of 4,139
#3 most frequent
Canada
7.1%292 installations of 4,139
Robust, powerful and beautiful CRM
Pros
- Automation Workflow
- Scheduler
- Proposal
- Contract
- Invoicing
- Feedback form
Cons
- The scheduler doesn’t automatically send people invite. They need to manually add it on by clicking a link which they often miss
- Payment system for people outside US
- Steep learning curve
- Wish they will add visual workflow automation
Return on Investment
- Less manual work
- Better customer experience
- Visibility on profit and loss
Alternatives Considered
HoneyBook and 17hats
Other Software Used
ActiveCampaign, Dropbox, Google Drive, Later, Miro, Loom, Zoom
Usability
One click does it all when you use Dubsdao
Pros
- Automation
- Customization
- Customer service
Cons
- Sometimes it's hard to see the buttons, like the ADD button. Maybe it could be in a darker color?
Return on Investment
- It's saving me time.
- I am less frustrated when I need to create a new invoice or contract.
- Less time spent on these admin tasks means more time available to work with clients.
Other Software Used
ClickUp, ActiveCampaign, Zoom
Dubsado is the most customizable CRM available
Pros
- Workflows - connecting your lead capture through to contract is easy and functional
- Appointment scheduling
- Customizable forms
Cons
- Invoicing - taking automatic payments would be ideal
- Project Management - the PM tool is lacking in flexibility
Return on Investment
- It takes a lot of time to set up, but once you do (or hire a professional) you will have an amazing and efficient system that allows for an excellent client experience
- Having tried other platforms, I appreciate the customizable features of Dubsado not found elsewhere. Its workflows/automations are superior to some other systems
Alternatives Considered
HoneyBook
Other Software Used
ActiveCampaign
Usability
Unreal usability, great support and reliable automation! Highly recommend.
Pros
- Automation
- Customer Support
- Client Management
Cons
- Email marketing
- Directing emails in inbox straight to their project
- Can't think of any more
Return on Investment
- Saved me hours in my business
- Looks very professional from a clients standpoint
- Makes the customer process very streamlined
Alternatives Considered
HubSpot CRM, ActiveCampaign, Salesforce CMS and Asana
Other Software Used
ActiveCampaign, ClickUp, Dropbox
Usability
Seamless client onboarding because of Dubsado
Pros
- Automation
- Clients onboarding
Cons
- Forms
Return on Investment
- It’s provided a better client experience
