Dubsado review

Dubsado is a client management system for service businesses that want to capture leads, send contracts and invoices, onboard clients and close projects from one account. Client portals are included on both plans and give each client a dedicated place to access their project. The Starter plan costs $335 a year and covers email integration, unlimited projects and clients, invoicing and payment plans, form and email templates, client portals, calendar connection and a mobile app, with 1 active lead capture form. Premier at $525 a year adds scheduling, automated workflows, public proposals, bookkeeping integration and Zapier. Pricing is friendly to small teams: 3 additional users are free, and 4 to 10 users cost $25 a month. Separate brands cost $10 a month each. The downside is that the automation that makes Dubsado popular sits on Premier, and building workflows takes time before clients see a polished experience.

Who it is for

Service businesses that want automated client workflows on an annual plan

Price

Starter $335 per year (about $27.92 per month); Premier $525 per year; 21-day trial.

All prices are in USD Features Starter Plan $335/yr Premier Plan $525/yr
Quoted from the vendor pricing page on November 12, 2026.

Key features

• Client portals that give each client a dedicated place for project access
• Invoicing and payment plans
• Legally binding contracts, proposals and forms
• Automated workflows, scheduling and Zapier on Premier
• Separate brands for $10 a month each

Strengths and weaknesses

• Strength: Client portals are on both plans
• Strength: 3 additional users are included at no cost
• Strength: Unlimited projects and clients on both plans
• Weakness: Workflows, scheduling and bookkeeping integration require Premier
• Weakness: Starter allows 1 active lead capture form
• Weakness: More than 3 extra users cost $25 a month and up

Key facts

• Plans: Starter $335 per year, Premier $525 per year
• Free trial: 21 days with Premier access
• Users: 3 additional users free; 4 to 10 users $25 a month
• Extra brands: $10 a month per brand

Where it ranks

Dubsado is No. 9 in our Best Client Portal Software verdict and No. 6 in Best CRM for Service-Based Businesses.