Dubsado

Dubsado

Paid

Business management for creatives and service providers

๐ŸงพInvoicing & Billing

About Dubsado

Dubsado is a powerful business management system designed for creatives โ€” photographers, coaches, designers, and consultants โ€” who want to automate their entire client experience. Its Workflows feature automates the entire client journey from first inquiry to final invoice, with conditional logic that adapts based on client responses. Canned Emails, scheduling, client portals, and payment plans are all included. Dubsado's one-time payment model (for lifetime access) makes it the most cost-effective option for established businesses.

What's Great

  • โœ“Powerful conditional workflow automation
  • โœ“Unlimited clients and projects on all plans
  • โœ“Client portal with a fully branded experience
  • โœ“Payment plans and automatic retainer collection

Watch Out For

  • !Steep learning curve โ€” takes time to set up properly
  • !No true native mobile app
  • !Limited accounting/reporting compared to QuickBooks

Common Use Cases

1

Build a workflow that automatically sends a questionnaire after a contract is signed

2

Set up a payment plan that automatically charges a client's card on set dates

3

Create a fully branded client portal where clients can view all documents and invoices

Best For

Click a role to find similar tools for that audience.

Pricing Model

Paid

Paid subscription required. Check the website for current pricing and free trials.

Category

Invoicing & Billing

Send professional invoices, track payments, and get paid faster.

Tags

invoicingclient managementautomationworkflowscreatives

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