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Customizable client management for service businesses
Dubsado is a highly customizable client management platform for service-based businesses and creatives who want deep control over their workflows, forms, and client experience. It handles the full client lifecycle from lead capture through contracts, invoicing, and project delivery, with a focus on flexibility and automation.
The platform covers a client CRM and lead capture, customizable forms and proposals, contracts with e-signature, invoicing and payment plans, scheduling, and workflow automation that chains tasks and emails together. Its no-time-limit free trial (capped at three clients) lets users build out and test their setup before paying.
Dubsado serves freelancers, agencies, and service businesses that want to tailor every form, email, and workflow rather than accept a fixed template. Its customization depth and automation appeal to owners willing to invest setup time for a client experience that fits their brand exactly.
Pricing Model
Subscription
Starting Price
$20/mo
Free Options
Free trial
| Feature | Starter | Premier |
|---|---|---|
| Unlimited clients & projects | — | |
| Invoicing & payment plans | — | |
| Forms & templates | — | |
| Client portals | — | |
| Basic bookkeeping | — | |
| Workflow automation | — | |
| Time tracking | — | |
| Scheduling | — | |
| Multiple lead captures | — | |
| Advanced features | — |
Other
Finance
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API Types
SDK Availability
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Developer Features
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
Verify with vendor for your specific region requirements.
Client management and payments for independent businesses
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