What Is Dubsado? Beginner’s Guide to This CRM
Feeling buried under emails, contracts, and client admin work?
Dubsado is the all-in-one CRM that helps service providers streamline their client process from inquiry to final invoice, automate tasks and save hours every week.
When I started using Dubsado in my own business, I was juggling too many tools: one for invoices, another for contracts, one for scheduling, and a messy inbox in between. Dubsado changed all of that. Now everything lives in one place, and my client experience is more professional, consistent, and automated.
In this guide, you’ll learn what Dubsado is, how it works, and why so many small business owners rely on it. I’ll walk you through the key features and show you how Dubsado can improve your workflow and client experience.
What We’ll Cover:
✔️ What Is Dubsado?
✔️ Who Dubsado Is For
✔️ Top Features: Invoicing, Scheduling, Workflows, and More
✔️ Pricing and Free Trial
✔️ Is Dubsado Right for You?
Disclosure: This post contains affiliate links. This means I can earn a commission if you click through and make a purchase. This comes at no cost to you.
Getting Started with Dubsado?
🚀 Try Dubsado for free for up to 3 clients, with no time limit!
🌟 Save 30% on your first month or year with my code EMAKATIRAEE
🎨 Save time with my beautiful + ready-to-use Dubsado templates
📅 Book a free discovery call and get your Dubsado set up the right way from the start!
What is a CRM?
A CRM (Customer Relationship Management), is a software that helps you manage your clients and leads in one place. You can use it to send contracts, accept payments, automate communication, and track client progress from the moment they inquire until the final follow-up.
With a CRM like Dubsado, you no longer need to piece together tools like email, spreadsheets, schedulers, and invoicing platforms. It brings everything into one streamlined system.
Why use a CRM like Dubsado?
Here are some of the biggest reasons service-based business owners choose Dubsado:
Stay Organized: No more lost emails or forgotten forms. With Dubsado, everything related to each client is stored in one place.
Save Time: It automates repetitive tasks - like sending contracts, invoices, and reminders. Which means less manual work for you.
Improve Client Relationships: It tracks important dates, interactions, and files. So you can respond faster, anticipate needs, and provide an exceptional client experience.
Look Professional: Your clients will appreciate the smooth, seamless process from start to finish. Making you look more organized and professional.
So… what is Dubsado?
Dubsado is a CRM designed for small business owners who work with clients one-on-one. It helps you create a better client experience while saving time and reducing mental load.
With Dubsado, you can manage everything from lead capture and scheduling to contracts, invoices, and automated follow-ups.
Here are just a few things Dubsado can replace:
Scheduling software
Invoicing systems
Contract and e-signature tools
Proposal builders
Form builders
If you’ve been stitching together tools or manually following up with every client, Dubsado makes it easier.
Dubsado vs. HoneyBook and Other CRMs
Dubsado stands out for its customization and automation. Tools like HoneyBook and 17hats are more plug-and-play, but Dubsado lets you tailor your workflows and forms to your exact services.
Yes, it takes a bit more setup time - but if you want a CRM that works your way, Dubsado gives you that control.
Check out my blog post comparing Dubsado vs. HoneyBook.
What Does Dubsado Do?
Dubsado helps you:
Automate repetitive tasks like sending contracts, invoices, and follow-up emails.
Manage client communication in one central location.
Automate tasks to help save you time and mental space.
Improve your client experience by providing a professional on brand system.
What is Dubsado used for?
Let’s break down Dubsado’s features in detail.
1. Invoicing
Getting paid is one of the most important parts of running a business, and Dubsado makes it easier than ever.
Send Professional Invoices: Create invoices that have your branding elements for a professional look.
Set Up Payment Plans: Offer flexible payment schedules that work for you and your clients.
Payment Reminders: Automate reminders for upcoming or overdue payments. So you never have to chase after payments.
Payment Processors: It integrate with Dubsado Payments powered by Stripe, PayPal, or Square. This allows you to accept credit card payments or ACH payments.
2. Contracts
Contracts are essential for setting clear expectations with clients. Dubsado makes this process hassle-free:
Legally Binding Contracts: Build contracts in Dubsado that use electronic signatures.
Reusable Templates: Save time by creating contract templates for all your client agreements.
Add Dynamic Content: Personalize contracts with smart fields to auto populate information. This eliminates the need to edit contracts before sending them out to clients.
Clients can review and sign contracts digitally, streamlining the process while maintaining professionalism.
3. Proposals
Your proposal is often your client’s first impression of your business. Dubsado helps you create a standout experience.
Beautiful Designs: Customize proposals that match your brand.
Interactive Options: Allow clients to select packages or add-ons inside the proposal.
3-in-1 Proposals: Combine your proposal, contract, and invoice into a single document. Streamline and simplify your client’s experience.
4. Forms
Forms are a powerful way to gather client information. Dubsado’s form builder allows you to design forms that are both functional and branded.
Custom Branding: Design forms that match your brand’s colors, fonts, and style.
Reusability: Save forms as templates, so you don’t have to start from scratch each time.
Whether you need questionnaires, feedback forms, or onboarding documents, Dubsado has you covered.
5. Scheduling
Tired of endless back-and-forth emails to schedule meetings? Dubsado’s scheduler simplifies the process.
Integrated Scheduler: Sync your calendar with Dubsado to show your availability in real-time.
Custom Meeting Types: Set up options for discovery calls, consultations, or project check-ins.
Automated Follow-Ups: Send customizable confirmation and reminder emails for upcoming appointments. All without lifting a finger.
6. Client Communication
Keep all client communication organized and accessible.
Email Sync: Use your own email address so you can view all client emails inside Dubsado.
Canned Emails: Create canned email templates for common responses. You can have templates for appointment confirmations or welcome messages.
Project-Specific Threads: See every email linked to a client project in Dubsado. This makes it easy to track the conversation.
7. Workflows
Workflows are Dubsado’s secret weapon so you can automate your client process with ease.
Automation: Set up triggers to automatically send forms, contracts, or emails.
Customizable Steps: Design workflows tailored to your services. This makes sure that every client receives the same stellar experience.
Save Time: Reduce manual tasks and eliminate the risk of missing steps.
For example, when a lead submits a form from your website. A workflow will send a thank-you email with a pricing guide, and a link to a scheduler—all without you lifting a finger.
8. Client Portal
Dubsado’s client portal offers a professional, streamlined experience for your clients.
Centralized Access: Clients can view invoices, contracts, forms, and communication in one place.
Mobile-Friendly: The portal is accessible on any device. Ensuring a smooth experience for your clients.
Improved Experience: Provide clients with a professional, organized system.
To understand Dubsado’s different pricing plans, check out this 👉 blog post
Let’s Make Dubsado Work for You!
🚀 Sign up for a free Dubsado trial and manage up to 3 clients for free, with no time limit!
🌟 Get 30% off your first month or year with my code EMAKATIRAEE
🎨 Check out my time-saving Dubsado templates
📅 Let’s chat! Book a free Discovery Call to get your Dubsado running smoothly
Who is Dubsado Best For?
Dubsado is a great fit for small business owners who work 1:1 with clients. Whether you’re a solopreneur or part of a small team, Dubsado help you focus on what you do best.
Types of Businesses That Love Dubsado
Wedding Planners
Photographers
Coaches & Consultants
Brand & Web Designers
Interior Designers
Professional Organizers
Copywriters
Bookkeepers
and more…
FAQs
What is Dubsado used for?
Dubsado is used to manage leads, send proposals, contracts and invoices, schedule meetings, and create automated workflows that save you time.
Is Dubsado good for small businesses?
Yes. Dubsado is designed for small business owners who need to manage their clients, automate admin tasks, and improve their client experience.
Does Dubsado replace other tools?
Dubsado can replace tools like Calendly, HelloSign, QuickBooks invoicing, and Google Forms. It brings all of these into one platform.
How much does Dubsado cost?
Dubsado has a free plan for up to three clients. Paid plans start when you need more, and you can save 30% with my code emakatiraee. You can learn more about Dubsado’s pricing here.
Can I use Dubsado if I am not tech-savvy?
Yes. Dubsado has a learning curve, but it is user-friendly and designed for small business owners. With support, tutorials, and setup help, it becomes much easier to use.
Ready to Try Dubsado?
Dubsado offers a free trial for up to three clients. There’s no time limit, so you can explore it’s features without any commitment. You only pay when your business grows beyond three clients.
When you’re ready to upgrade, use my coupon code ‘emakatiraee’ to save 30% on your first month or year with Dubsado.
Want to See Dubsado in Action?
Watch my step-by-step Dubsado tutorial to get a walkthrough of its features and how it works.
TL;DR: What You Need to Know About Dubsado
Dubsado is a CRM built for service-based businesses that want to simplify admin and improve their client experience.
It replaces tools like schedulers, invoicing platforms, contract software, and forms - all in one place.
Key features include: proposals, contracts, invoices, scheduling, workflows, and a client portal.
It’s best for business owners who work 1:1 with clients, like: photographers, wedding planners, coaches, and designers.
You can try it free for up to 3 clients with no time limit. When you’re ready to upgrade, use code EMAKATIRAEE to get 30% off.
Need Help with Your Dubsado Setup?
Setting up Dubsado can be overwhelming, but you don’t have to do it alone. I offer Done For You Dubsado setups to help you:
Map out your entire client process for all services.
Automate repetitive tasks with Dubsado workflows.
Save time while delivering an exceptional client experience.
👉 Book a free discovery call to learn more about how I can help you setup Dubsado. The end goal is to save time so you can focus on what you love to do.