What is Dubsado?

Dubsado is a Client Management and Workflow automation system rolled into one!

It’s built to help you take care of your clients in the best way possible and it covers everything from contracts & Invoices to lead generation forms and questionnaires.

The reason why I love Dubsado so much is how easy it can be to take a lead from “interested” to paying client in minutes without you worrying about a thing! It almost feels like magic!

Here’s what Dubsado has to offer you:

Your branding is front and centre!

Every part of the client experience can be customized to fit your branding and your brand voice.

Capture your leads and get the information you need with Lead Capture forms.

Add the form to your site, share it on social media or send it via email and get your clients info inserted into the system for you.

Canned emails to save you time and headaches!

We all know you’re writing the same emails over and over again, you write them so often that you practically know them by heart, but what if you didn’t had to write them ever again?

Workflows that make automation seem like a magic trick!

Do you know what’s next for your client? Well now so does your system!

Forms, forms and more forms of all shapes and sizes made custom for your business!

Contracts, Sub-Aggreements, Questionnaires, Proposals and much more, if you’re sending it to your client in PDF of Google doc, you can probably turn it into a form.

Integrated Invoice and payment at the click of a button!

Dubsado connects with your favourite payment processors at the click of a button. Paypal, Stripe or Square, choose one or two of them and get paid straight from your invoice.

Client Portals to help you and your clients keep everything in one place!

Client Portals are a great place to hold all of your client information, from contract & Invoices to custom links and task lists.

New updates every week.

One of the best things about dubsado is that there’re new features being added all the time. My personal favourite currently in the works: a scheduler for your client calls.

Some of the BEST customer service anywhere on the web!

Wherever you are in your Dubsado dashboard you can reach out to support in the little chat window at the button, they’re always ready to help you out no matter what’s wrong.

What is Dubsado and what can it do for your business?

Here’s what Dubsado can do for you:

Lead Management

Keep track of your leads and take them from a potential client to fully booked easily. No more letting leads fall through the cracks or forgetting to follow up with that one client.

Payment Processing

Getting paid is one of the most important parts of your business, and now it can be one of the easiest! Your clients can pay your invoice at the click of a button using trusted payment processors like Stripe, Square and PayPal.

Contracts & Forms

With Dubsado all your contracts and Forms live in the same place. You’ll be able to create brand-specific templates that you can reuse for each of your clients time and time again.

Client & Project Management

From keeping your tasks and bookings straight to automating tasks and actions to make your client journey as smooth and enjoyable as possible.


Automation is like having an extra pair of hands to help you with your day-to-day tasks. Taking away the stress of following up with your clients and saving you time so that you can scale faster.

How to know if Dubsado is right for you?

Dubsado is a great tool for any small business owner running a serviced based business. If you’ve ever sent a client a contract, invoice and payment plan then Dubsado is right for you!

But let’s get a bit more specific.

Here are 3 signs that you need dubsado in your life:

  1. You spend hours everyday managing your clients and you’re still not sure where you stand with them.
  2. Contracts and invoices are getting lost in the weeds of your email Inbox.
  3. You’re having trouble getting leads on the phone with you.

Dubsado can help you with all of this. By providing you with one place to view all of your clients, getting contracts and Invoices to the digital age so that clients can sign and pay right on the spot and sending out a link to book a call automatically to new leads.

What does it cost?

Dubsado has one of the most straightforward pricing systems out there: 30$ a month or 300$ a year, you choose!

And a free trial that will LITERALLY give you all the time you need for exploring the system. Free up to 3 clients/leads without any restrictions of time or functionalities.

Sign Up for your free trial here! And if you’re not sure how dubsado can help you and your business let’s chat.

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