Dubsado Pricing Guide: Understand Your Options
Dubsado is a CRM (customer relationship management) software. Service based business owners use Dubsado to help create an organized system. It helps to streamline client processes and save time by automating tasks.
Dubsado added a Starter Plan some time ago for their users. Before then, there was a single plan available to users which is now called the Premier plan.
In this post, I’ll explain the different pricing options for Dubsado. I'll explain the differences between the Starter plan and the Premier plan, and help you make a decision about which one is right for you.
Dubsado Free trial
When you first sign up for Dubsado you have access to a free trial that gives you access to 3 free clients.
How long is the Dubsado free trial?
There is no time limit to this trial which is what makes it so amazing. You have time to decide if Dubsado is the right CRM for your business. You don’t have to rush to make a decision in 14 days, which is what other CRMs do.
Set up forms, invoices, workflows and more during your trial. Then take 3 clients through your process and decide if Dubsado is right for you. Once you complete 3 clients, if you want to continue using Dubsado, you can sign up for the Starter or Premier plan.
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Dubsado’s pricing for Starter and Premier plans
Dubsado Starter Plan
The Starter plan is great for service providers who are starting out with a CRM. Its great for businesses that need help with proposals, contracts and invoices but aren’t ready to set up automation in their business.
It’s an amazing option for businesses that need a CRM but want to put in place one step at a time. It’s also a great way to have a single piece of software that takes care of different tasks in your business. Because of this, Dubsado may save some businesses money.
How much is Dubsado?
At $20/month or $200/year it’s a great option to get started with a CRM without breaking the bank.
The Starter plan includes:
Unlimited projects & clients
Invoicing & payment plans
Email integration
Form & email templates
Client portals
Calendar connection
One active lead capture form
Dubsado Premier Plan
The Premier plan is the original plan Dubsado has been offering since they started. It includes everything in the Starter plan plus all other features in Dubsado.
These two powerful features allow you to save time in your business and automate tasks.
At $40/month or $400/year it’s still a great deal as it combines the features of so many other pieces of software. So depending on what you’re currently using, you may save money by moving to Dubsado.
The Premier Plan includes:
Unlimited projects & clients
Invoicing & payment plans
Email integration
Form & email templates
Client portals
Calendar connection
Unlimited lead capture forms
Bookkeeping integration
Scheduling
Dubsado Starter Plan vs. Premier Plan
Starter Plan includes
Unlimited projects & clients
Invoicing & payment plans
Email integration
Form & email templates
Client portals
Calendar connection
One active lead capture form
Premier Plan includes
Unlimited projects & clients
Invoicing & payment plans
Email integration
Form & email templates
Client portals
Calendar connection
Unlimited lead capture forms
Bookkeeping integration
Scheduling
Automated workflows
Public proposals
Zapier integration
Similarities between the Starter Plan and the Premier Plan?
Both plans allow unlimited projects and clients to be set up inside Dubsado.
Both have invoicing and payment plans. Send automated payment reminders to clients and get paid on time.
You can integrate your business email address with Dubsado for each plan. You can send emails to clients using your own email address directly in Dubsado.
You can use form templates and canned emails. You will save a lot of time with these templates. Apply them to client projects and personalize them as needed.
They both have client portals which can be customized to your branding. Your clients can see all their project related documents in one place. They can login with their password and see their emails, invoices, forms and more.
They both allow for a calendar connection to Dubsado. You can sync your calendar with Dubsado to track appointments and project dates.
Differences between the Starter Plan and the Premier Plan
The starter plan gives you access to a single lead capture form. If your leads come in through a single form on your website, then this won’t be a problem. But if you have several forms that bring leads into your system or funnel, then consider the Premier plan.
Connecting your Dubsado account to bookkeeping software - like Quickbooks or Xero is only available to the Premier plan users.
Using schedulers is another feature that is available only in the Premier plan. Being able to embed a scheduler in your website so leads can book an appointment with you is a great feature. Especially if you use different types of schedulers - for Discovery calls, Strategy calls, Offboarding calls, etc.
The biggest difference between both plans is automated workflows. The Premier plan allows you to set up workflows to automate tasks in your business. It allows you to automate your client process saving you a lot of time. You can automate sending forms, welcome emails, invites to book calls, and more.
The Premier plan also has public proposals. This is great if you are selling a service without needing to talk to your leads first. It’s very much like a sales page. You can embed or have a direct link to your proposal for anyone who visits your site. This allows people to sign up for your services directly on your website via the proposal. They can even sign their contract and pay their invoice after submitting their proposal.
Integrating your Dubsado account with Zapier is only available to Premier plan users. Zapier is a tool that integrates two applications. It helps connect other applications that do not integrate directly with Dubsado. For instance: Google Drive, Clickup, Asana, etc.
Multi-users in Dubsado
This is great for businesses that have a team. You can add 3 team members to your account for free.
You can customize the level of access for each team member by assigning roles.
Basic: only has access to the projects and tasks to which they have been assigned.
Accountant: only has access to invoices, transactions, chart of accounts and reports under the ‘Reporting’ tab.
Admin: has access to almost everything in your account. They do not have access to billing, cannot see other users calendars, and cannot connect their own email account.
If you need more than 3 team members added to your account, the pricing is:
4–10 users for an additional $25/month
11–20 users for an additional $45/month
21–30 users for an additional $60/month
Additional Brands in Dubsado
If you have multiple businesses, you can manage them under separate brands in Dubsado. It’s easy to go between brands with a single click.
You can set up each brand with a different logo, name and brand color. This helps you differentiate between brands when logging into Dubsado.
Each additional brand costs an additional $10/month
Using Additional Brands for multiple currencies
Additional brands also give you the flexibility of charging different currencies. As someone who lives in Canada, I see many businesses that want to charge in CAD and in USD. Having two brands in Dubsado, each one assigned to a different currency allows you to do this.
One brand should be set up in Dubsado for CAD. It connects to a CAD Stripe account (or other payment processor account).
Your other brand should be set up in Dubsado for USD. It connects to a USD Stripe account (or other payment processor account).
Tip: if you are using a separate brand for the sole purpose of receiving an additional currency, reach out to Dubsado customer support. They will set up the additional brand at no monthly cost. They can also help duplicate forms from brand 1 over to brand 2.
It does take some work to create an additional brand for this purpose. You have to manually recreate the workflows, canned emails and more. But if receiving income in a separate currency is important, this is how it can be setup in Dubsado.
Summary of Dubsado Pricing
Free trial: limit of 3 clients with no time limit to the trial
Starter Plan: $20/month of $200/year
Premier Plan: $40/month or $400/year
Multi-users: up to 3 team members can be added for free
4–10 users for an additional $25/month
11–20 users for an additional $45/month
21–30 users for an additional $60/month
Additional brands: each additional brand is $10/month
Let’s work together!
If you need help setting up Dubsado for your business, I can help you with a Done for you Dubsado setup. We’ll map out your client process together and I will translate it into workflows and assets in Dubsado for you.
To learn more, book a discovery call. This is a free, no-strings-attached consult. We’ll talk about where you need help, I can answer any questions you have, and if it makes sense we can talk about what it’s like to work together.