Dubsado is a business management CRM for freelancers and creatives, with invoicing, contracts, scheduling, and automated workflows from $335/year.
Dubsado is an all-in-one business management platform built specifically for creative and service-based freelancers rather than general-purpose enterprise CRMs. It bundles the administrative side of running a client-based business, lead capture, contracts, invoicing, scheduling, and client communication, into a single connected system instead of requiring separate tools for each function.
Founded in 2016 in California, Dubsado has grown to serve a large base of independent professionals, reporting more than 120,000 users, over 3 million contracts signed, and more than $4 billion in payments processed through the platform to date.
At the core of Dubsado is its client portal, a branded hub where clients can view proposals, sign contracts, make payments, and track project status without needing separate logins to different tools. Lead capture forms feed directly into this portal, and automated workflows can trigger a sequence of emails, forms, and reminders as a client moves from inquiry to booked project to completion.
Dubsado also includes scheduling with calendar syncing, task management, and a mobile app that supports tap-to-pay for in-person payments. Its template library for proposals, contracts, and email sequences lets new users get a full client pipeline running quickly without building every document from scratch.
Dubsado sells two annual plans. The Starter plan is $335/year and includes unlimited clients and projects, invoicing, payment plans, client portals, and calendar connections, but limits users to one lead capture form and doesn't include scheduling or automated workflows. The Premier plan, at $525/year, unlocks unlimited lead capture forms, scheduling, automated workflows, bookkeeping integration, public proposals, and Zapier connectivity.
Additional users beyond the first three cost extra ($25 to $60/month depending on team size), and additional brands can be added for $10/month each. New users get a 21-day free trial with full access to Premier-level features and no credit card required, making it easy to test the automation-heavy workflows before committing to annual billing.
Yes, Dubsado offers a 21-day free trial with full Premier plan access and no credit card required.
Premier adds scheduling, automated workflows, bookkeeping integration, public proposals, and Zapier connectivity, and unlimited lead capture forms; Starter is limited to one lead form and has no scheduling or automation.
It's designed for freelancers and small service-based businesses such as photographers, designers, coaches, and consultants.
Yes, it supports invoicing, payment plans, and a mobile app with tap-to-pay for in-person transactions.
Yes, three users are included free, with additional users priced from $25 to $60/month depending on team size.