Dubsado

6.6easy start · #16 of 31
in Professional Services CRM Software

Free to practise onnot on record
Free trialyes
Well documentedyes
Runs where you workyes

Runs on Android, iOS, Web. Paid plans from $27.92/mo.

Dubsado is ranked #16 of 31 in professional services CRM software on The Geeks Club. It runs on Android, iOS, Web. There is no free plan. A free trial is offered. Paid plans start at $27.92/mo.

Dubsado plans and pricing

All plans

Starter Plan $335/yr $335/yr; annual billing Unlimited projects & clients · 1 active lead capture form · No bookkeeping integration, advanced scheduling, automated workflows, public proposals, or Zapier integration dubsado.com · 30 Sept 2026

Premier Plan $525/yr $525/yr; annual billing Unlimited projects & clients · Unlimited active lead capture forms · Bookkeeping integration · Scheduling · Automated workflows · Public proposals · Zapier integration dubsado.com · 30 Sept 2026

Compared on professional services CRM software

Free plan: No
Lead capture: Yes
Proposal management: Yes
Client portal: Yes
Email sync: Yes
Workflow automation: advanced
Project tracking: Yes

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The record

Product: Dubsado is a client management platform designed to streamline business operations, create repeatable processes, and improve client experiences.
Client workflow: The platform supports lead capture, proposals, contracts, invoices, payments, client portals, and project tracking.
Forms and proposals: Users can create branded lead forms, questionnaires, surveys, welcome packets, and proposals that can trigger automated workflows.
Contracts: Dubsado offers legally binding agreements with signature tracking and reusable contract templates.
Payments: Dubsado Payments supports credit card processing in 135+ currencies, ACH transfers in the US and Canada, recurring billing, and buy now, pay later options.
Integrations: Dubsado lists connections for Gmail, Microsoft 365, SMTP email, Zoom, Google Meet, Microsoft Teams, QuickBooks Online, Xero, and Zapier.
Plan limits: Starter includes one active lead capture form; Premier includes unlimited lead capture forms and adds bookkeeping integration, scheduling, workflows, proposals, and Zapier.
Support: Both listed plans include free email and live chat support, and the company also offers live demos and help resources.
Mobile apps: Dubsado provides mobile apps for iOS 15 or later and Android 10 or later, available with trial, Starter, and Premier accounts.
Privacy: Dubsado states that it does not sell or trade personally identifiable information to outside parties not listed in its privacy policy.
Intended users: The company describes Dubsado as a platform for creative business owners and says its founders were a photographer and a web developer.
Price from: $27.92/mo

Where it ranks on The Geeks Club

Best Professional Services CRM Software in 2026#16 of 31

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Sources

dubsado.com/feature-overview· checked 30 Sept 2026
dubsado.com/integrations· checked 30 Sept 2026
dubsado.com/pricing· checked 30 Sept 2026
help.dubsado.com/en/articles/9563035-installing-the-dubs· checked 30 Sept 2026
dubsado.com/legal/privacy-policy· checked 30 Sept 2026
dubsado.com/about-us· checked 30 Sept 2026