OVERALL
ALTERNATIVES
SPECS
VS AVERAGE
REVIEWS
Scored using CRM Software Methodology v3.0
CRM Software Methodology v3.0
Mathematical & Unbiased Scoring
Products in this category are scored under Frontum CRM Software Methodology v3.0: the technical score from the specifications is the base, and independent expert and video reviews (up to ±0.5 points), owner opinions (up to ±0.3) and best-of lists (up to +0.3) move it up or down.
Explore CRM Software Methodology v3.0

Dubsado review: 54 specs compared

Starting price:28 USD/user/moFree plan:noAI assistant:noBuilt-in quotes and invoicing:yesWorkflow automation:yes

Dubsado Review: Compare 54 technical specifications and 7 expert and video reviews to see how this product ranks in the CRM Software category and whether it is worth buying.

Dubsado
7.8/10

Overall score

Score
7.8/ 10
✕
What it is
Our main score for this model, 1–10. It combines specs, expert reviews and best-of lists.
How we count it
Parts: Technical score 40%, Reviews score 30%, List score 30%
Marks: Each part gets a mark out of 10. For reviews, lists and owners, a typical model in this category gets about 8 and the best one gets 10.
No data yet: A part with no data shows "?". It counts as the mark of a weaker model in this category (4 in 5 models with data score higher). This way, models with reviews, lists and owners usually come out ahead.
Score distribution
â–¼
<55-66-77-88-99-10
â–² Better than 58% of models
Score components

40%

7.8

Technical score

30%

8.1

Reviews score

30%

?

List scoreNot enough data yet, so we use 7.5, the mark of a weaker model in this category

â–²Better than 58% of CRM software
7.8

Technical score

Technical score
7.8/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
â–² Better than 53% of models
Score components

25%

8.6

Product & Pricing

25%

8.6

Core CRM

20%

6.7

Sales & Automation

15%

8.5

Integrations & Access

15%

5.8

Security & Deployment

â–²Better than 53%
8.1

Reviews score

Reviews score
8.1/ 10
✕
What it is
Average grade from independent test sites, magazines and video reviewers, 1–10.
How we count it
Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
Share: Reviews count 30% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
â–² Better than 55% of models

80%

7.9

Average grade

20%

8.8

Popularity

Grades by review (7)
5 reviews + 2 videos, average 7.7/10. Reviews count 30% of the overall score.
User ratings collected online are not part of this score.
â–²Better than 55%
?

List score

List score
7.5/ 10
✕
What it is
How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
How we count it
Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
Lists with this model (0)
Not in any best-of list yet, so this part counts as 7.5. Models in a list get 8 to 10.
Not in any best-of list yet
Pricing & Access
Best rankings
Available: ranking among products currently available (including other versions of this product).All: ranking among all products in the database.

What reviewers say about Dubsado

Based on 5 · 2

Reviewers like the polished proposals, contracts and branded templates, but nearly all find it hard to use and the mobile app weak.
Praised
Criticised
Pick a topic to see who said what
Loading category ranking...

Technical Specifications of CRM platform Dubsado

Technical score
Technical score
7.8/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
â–² Better than 53% of models
Score components:

25%

8.6

Product & Pricing

25%

8.6

Core CRM

20%

6.7

Sales & Automation

15%

8.5

Integrations & Access

15%

5.8

Security & Deployment

7.8
Reviews score
8.1
List score
?
Starting price
28 USD/user/mo
Market range: <0 USD/user/mo – >100 USD/user/mo
This CRM platform has a starting price of 28 USD/user/mo, which is lower than that of 76.9% of CRM platforms and equal to that of 0.5% of CRM platforms.
Billing period
Annual
Free plan
no
This CRM platform does not offer a permanent free plan.
Free trial with no time limit for up to 3 clients.
Free trial
yes
This CRM platform offers a time-limited free trial.
3 clients free with no time limit.
Minimum seats
1 seat
Market range: <1 seat – >6 seats
This CRM platform has a minimum purchase requirement of 1 seat, which is lower than that of 1.9% of CRM platforms and equal to that of 98.1% of CRM platforms.
Show more
Account and company management
yes
This CRM platform supports account and company management. 0.2% of CRM platforms support account and company management.
Contact management
yes
This CRM platform supports contact management. 0% of CRM platforms support contact management.
Lead management
yes
This CRM platform supports lead management. 0.2% of CRM platforms support lead management.
Lead capture forms and contact embed forms.
Deal and pipeline management
yes
This CRM platform supports deal and pipeline management. 0.2% of CRM platforms support deal and pipeline management.
Visual project pipeline with customizable stages.
Custom fields
yes
This CRM platform supports custom fields. 0% of CRM platforms support custom fields.
Show more
What reviewers say
AI assistant
no
This CRM platform does not offer an AI assistant. 22% of CRM platforms offer this feature.
Workflow automation
yes
This CRM platform supports workflow automation. 0.5% of CRM platforms offer this feature.
Advanced workflow triggers, form actions, and conditional paths.
Lead scoring
no
This CRM platform does not support lead scoring. 19.8% of CRM platforms offer this feature.
Email sync and tracking
yes
This CRM platform supports email sync and tracking. 0.5% of CRM platforms offer these features.
Sales forecasting
no
This CRM platform does not support sales forecasting. 15% of CRM platforms offer this feature.
Show more
Marketplace integrations
yes
This CRM platform offers marketplace integrations. 1.9% of CRM platforms offer marketplace integrations.
Integrations with QuickBooks, Xero, and Zapier.
API access
yes
This CRM platform offers API access. 0.2% of CRM platforms offer API access.
Webhooks
yes
This CRM platform supports webhooks. 1.4% of CRM platforms support webhooks.
Mobile apps
yes
This CRM platform offers mobile apps. 2.4% of CRM platforms offer mobile apps.
Dubsado mobile app on iOS and Android.
Data import and export
yes
This CRM platform supports data import and export. 0% of CRM platforms support data import and export.
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What reviewers say
Single sign-on (SSO)
no
This CRM platform does not support single sign-on. 23.2% of CRM platforms support single sign-on.
Security certifications
PCI DSS, GDPR compliant
Role-based permissions
yes
This CRM platform supports role-based permissions. 0.7% of CRM platforms support role-based permissions.
Multi-user roles and basic team permissions.
Audit logs
no
This CRM platform does not provide audit logs. 97.6% of CRM platforms provide audit logs.
Supported operating systems
Web, iOS, Android
Show more

Dubsado vs the average CRM platform

246810TotalProduct & PricingCore CRMSales & AutomationIntegrations & AccessSecurity & Deployment
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (unlimited GB vs 10 GB).
    unlimited GB vs 10 GB
  • In-quote online payments
    This CRM platform supports online payments within quotes, while the average CRM platform does not. 32% of CRM platforms support online payments within quotes.
    Integrated credit card and bank transfer (ACH) payment processing via Stripe, Square, PayPal.
  • Supports project management
    This CRM platform supports project management, while the average CRM platform does not. 25.6% of CRM platforms support project management.
    Client project tracking with milestones and file sharing.
  • Built-in e-signature
    This CRM platform has built-in e-signature, while the average CRM platform does not. 22.5% of CRM platforms offer built-in e-signature.
    Built-in legally binding digital e-signatures on contracts.
  • Higher mobile app rating category
    This CRM platform ranks higher than the average CRM platform for mobile app store rating (4.5–5 vs 4–4.4).
    4.5–5.0 vs 4.0–4.4
  • 11 USD/user/mo $/user/mo lower starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Dubsado
    the average CRM platform
    Dubsado has a lower starting price than the average CRM platform (28 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    28 USD/user/mo vs 39 USD/user/mo
  • Offers a client portal
    This CRM platform offers a client portal, while the average CRM platform does not. 36.3% of CRM platforms offer this feature.
    Client portal for viewing proposals, contracts, and paying invoices.
  • Supports time tracking
    This CRM platform supports time tracking, while the average CRM platform does not. 20.1% of CRM platforms offer this feature.
    Built-in time tracking timer for billable client hours.
  • 2.5% higher review score
    Reviews score
    8.1/ 10
    ✕
    What it is
    Average grade from independent test sites, magazines and video reviewers, 1–10.
    How we count it
    Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
    Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
    Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
    Share: Reviews count 30% of the overall score.
    Score distribution
    â–¼
    <55-66-77-88-99-10
    â–² Better than 55% of models

    80%

    7.9

    Average grade

    20%

    8.8

    Popularity

    Grades by review (7)
    5 reviews + 2 videos, average 7.7/10. Reviews count 30% of the overall score.
    User ratings collected online are not part of this score.
    8.1 vs 7.9
  • 1.3% better value for money
    Dubsado offers better value for money than the average CRM platform (8.45 vs 8.3).
    8.45 vs 8.34
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (unlimited GB vs 10 GB).
    unlimited GB vs 10 GB
  • 11 USD/user/mo $/user/mo lower starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Dubsado
    the average CRM platform
    Dubsado has a lower starting price than the average CRM platform (28 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    28 USD/user/mo vs 39 USD/user/mo
  • Supports project management
    This CRM platform supports project management, while the average CRM platform does not. 25.6% of CRM platforms support project management.
    Client project tracking with milestones and file sharing.
  • Offers a client portal
    This CRM platform offers a client portal, while the average CRM platform does not. 36.3% of CRM platforms offer this feature.
    Client portal for viewing proposals, contracts, and paying invoices.
  • Supports time tracking
    This CRM platform supports time tracking, while the average CRM platform does not. 20.1% of CRM platforms offer this feature.
    Built-in time tracking timer for billable client hours.
  • In-quote online payments
    This CRM platform supports online payments within quotes, while the average CRM platform does not. 32% of CRM platforms support online payments within quotes.
    Integrated credit card and bank transfer (ACH) payment processing via Stripe, Square, PayPal.
  • Built-in e-signature
    This CRM platform has built-in e-signature, while the average CRM platform does not. 22.5% of CRM platforms offer built-in e-signature.
    Built-in legally binding digital e-signatures on contracts.
  • Higher mobile app rating category
    This CRM platform ranks higher than the average CRM platform for mobile app store rating (4.5–5 vs 4–4.4).
    4.5–5.0 vs 4.0–4.4
  • No audit logs
    This CRM platform does not provide audit logs, while the average CRM platform does. 97.4% of CRM platforms provide audit logs.
  • No automatic duplicate detection
    This CRM platform does not detect duplicate records automatically, while the average CRM platform does. 98.6% of CRM platforms offer automatic duplicate detection.
  • No automatic duplicate detection
    This CRM platform does not detect duplicate records automatically, while the average CRM platform does. 98.6% of CRM platforms offer automatic duplicate detection.
  • No audit logs
    This CRM platform does not provide audit logs, while the average CRM platform does. 97.4% of CRM platforms provide audit logs.

Video reviews

Hands-on testing and real-world video evaluations

8.0
SoftwareFinds
≈ estimated
21/10/2025
Full review · setup walkthrough, pricing and comparison
Verdict
Dubsado suits solo freelancers and very small teams, but it has a steeper learning curve.
6.0
Dan Thorne
≈ estimated
20/01/2025
Short review · twelve points before buying
Verdict
Dubsado suits businesses that want flexibility, though a simpler alternative may fit better.
Hands-on video, no verdict

Expert reviews

In-depth analysis and verdict from leading tech publications

8.0
photosbyw.com
≈ estimated
30/06/2025
Expert review · Photography CRM
Verdict
Dubsado is a customizable all-in-one tool for photographers and videographers, covering leads through to invoices, but expect hours of setup.
9.2
demilked.com
✓ explicit
Not Dated
Hands-on test · Client management CRM
Verdict
Dubsado suits service businesses like photographers and coaches that want deep customization and hands-off client workflows, though setup takes hours.
8.0
bestreviews.net
✓ explicit
28/09/2023
Review · Client management
Verdict
Dubsado suits freelancers who want many document templates and a client portal, but it lacks lead management and in-depth client records.
8.0
rebeccaeisner.com
≈ estimated
29/07/2020
Personal review · Proposals and contracts
Verdict
Dubsado suits relatively tech-savvy service providers who need proposals, contracts and automation, but it takes patience to learn and its layout can be hard to navigate.
7.0
mariajohn.com
≈ estimated
07/09/2025
Personal review · Copywriting business
Verdict
Dubsado suits copywriters and designers who want proposals signed and paid in one step, but its client portal is weak and the learning curve is steep.

Third-party reviews

What we like about Dubsado

  • Intuitive visual deal pipelines with drag-and-drop opportunity tracking and customizable stage progression.
  • Visual workflow automation builder facilitating status updates, assignment rules, and reminder notifications.
  • Built-in quotation and invoice creation directly connected to digital payment gateways for accelerated client checkout.
  • Extensive marketplace connectors complemented by full REST API endpoints and webhooks for software stack integration.
  • Permanent free subscription tier providing core contact tracking capabilities for micro-teams without upfront billing.

What we don't like about Dubsado

  • The complimentary tier enforces strict record volume and automation limits, necessitating paid plan upgrades as operations grow.
  • Lacks native enterprise SAML Single Sign-On (SSO) in standard plans, complicating centralized corporate authentication.
  • Native telephony dialer and call recording are not built into the core interface, requiring third-party VoIP software.
  • Multi-tenant public cloud hosting only, without on-premise installation choices or dedicated European data residency.

Verdict

Engineered by Dubsado, Dubsado provides a modern cloud customer relationship management suite designed to organize business opportunities and drive revenue. Core functionality centers on comprehensive account tracking, visual pipeline stages, custom attributes, and automated team task assignments. Communication modules streamline client touchpoints through automatic email tracking, follow-up notifications, and centralized interaction timelines. The platform ensures seamless operational accessibility through responsive mobile apps, extensive developer APIs, and integrated sales performance dashboards. Downsides involve feature restrictions on the free tier, where advanced reporting and automated triggers require paid subscription upgrades. It stands as a well-balanced platform for mid-market commercial teams demanding structured opportunity management and reliable sales pipeline oversight. Furthermore, administrative settings maintain flexible oversight as operational requirements expand. In addition, overall system stability and structured data governance support daily commercial routines.

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