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Dubsado

Score8 out of 10

38 Reviews and Ratings

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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

Key Features

Learn about the best (and worst!) features Dubsado has to offer, as determined by TrustRadius' reviewers.
Based on 38 ratings of Dubsado's features
View all features

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: 8.3

  • Marketing automation

    The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

    Category average: 7.5

  • Compensation management

    The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

    Category average: 8.5

Reviews

What users are saying about Dubsado.
View all reviews

Robust, powerful and beautiful CRM

Incentivized
Karen CisneroView profile
Founder in Professional Services at Karen Remotely (1-10 employees employees)

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

Incentivized
🧁Mary BRANDT, M.A.🧁View profile
CFO and Founder in Professional Services at The LinkedIn Bakery (1-10 employees employees)

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

Incentivized
Robyn MacNeillView profile
CEO, Leadership & Success Coach in Professional Services at Robyn MacNeill Co. (1-10 employees employees)

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.

Incentivized
Emma Sparrow
UX Designer in Sales at Em Sparrow Design (1-10 employees employees)

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

Incentivized
Brooke SchultzView profile
Official Member at Brooke Schultz LLC (1-10 employees employees)

Pros

  • Automation
  • Clients onboarding

Cons

  • Forms

Return on Investment

  • It’s provided a better client experience

Usability

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