Dubsado Pricing: Plans and Features 

Choosing the Right Dubsado Pricing Plan to Elevate Your Workflow

Dubsado is a powerful all-in-one business management tool to streamline your workflow, automate tasks, and provide a professional client experience. 

One of the most common questions people ask is, “How much does Dubsado cost?” 

That’s what we aim to answer in this detailed blog post. We’ll break down everything you need to know about Dubsado pricing, helping you make an informed decision that best suits your business’s needs. 

So happy reading!

What is Dubsado?

Dubsado is a powerful client management system that helps businesses, including creative and digital marketing agencies, automate and manage their workflows. 

It offers features like automated invoicing, contract management, form creation, and client communication, making it a one-stop shop for managing client relationships from start to finish.

But what sets Dubsado apart? 

It’s the combination of its flexibility, user-friendly interface, and the sheer number of features it offers that makes it a standout choice for agencies.

Why Dubsado is a Game-Changer for Businesses

Streamlined Workflows

One of the most significant benefits of Dubsado is its ability to streamline workflows. With Dubsado, agencies can:

• Create custom workflows: Design workflows that perfectly match your agency’s unique processes.
• Automate tasks: Set up automated reminders, emails, and other actions to save time and reduce errors.
• Send proposals and requests: Easily send proposals, contracts, and questionnaires to clients directly from Dubsado.
• Track project progress: Keep track of project deadlines, tasks, and milestones in one place.

Powerful Automation Features

Dubsado’s automation features are a major selling point for agencies. With Dubsado, you can:

• Automate email sequences: Send automated email sequences to clients at specific times or based on certain triggers.
• Set reminders: Set reminders for yourself or your team to follow up on tasks or projects.
• Send automated proposals: Send proposals to clients automatically after they’ve completed a questionnaire or booked a consultation.
• Request information from clients: Automatically request information from clients, such as their preferred payment method or project requirements.

Customizable Questionnaires

Dubsado’s customizable questionnaires allow agencies to gather important information from clients efficiently. You can:

• Create custom questionnaires: Design questionnaires that match your agency’s specific needs.
• Collect client information: Gather information about client preferences, project requirements, and budget.
• Automate follow-ups: Automatically send follow-up emails or reminders based on client responses.

Branding and Customization

Dubsado allows agencies to customize their branding and create a professional client experience. You get to:

• Upload your logo and signature: Add your agency’s logo and signature to contracts, proposals, and other documents.
• Customize your client portal: Create a branded client portal that reflects your agency’s style.

User-Friendly Dashboard

The software’s user-friendly dashboard provides a clear overview of your agency’s projects, clients, and tasks. With the dashboard, you can:

• See the project’s status at a glance.
• Track project progress: Monitor the progress of your projects and identify potential bottlenecks.

Dubsado Pricing Plans

If you’re considering Dubsado for your agency, understanding the pricing plans is essential to make sure you’re choosing the right option for your needs. Dubsado currently offers two main pricing plans: the Starter Plan and the Premier Plan. Let’s get into the specifics of each plan and how they can benefit your business.

Dubsado Pricing: Starter Plan

The Starter Plan is Dubsado’s entry-level offering, designed for freelancers or small agencies that are just starting out. Priced at $200 annually or $20 per month, this plan provides a solid foundation for managing client relationships and workflows without breaking the bank.

Key Features:

• Email Integration: Stay on top of client communication by integrating your email directly into Dubsado. This allows you to manage all your emails in one place.
• Unlimited Projects & Clients: No matter if you’re handling one project or dozens, the Starter Plan allows you to manage an unlimited number of projects and clients.
• Invoicing & Payment Plans: Simplify your billing process with easy-to-use invoicing and payment plan options. You can send invoices directly from Dubsado and set up payment plans for your clients.
• Form & Email Templates: Save time by using customizable templates for forms and canned emails to ensure consistency across all your client communications.
• Client Portals: Provide your clients with a dedicated portal where they can view their project details, invoices, and other important information.
• Calendar Connection: Sync your calendar with Dubsado to keep track of all your appointments and deadlines.
• 1 Active Lead Capture Form: Generate leads with a single active lead capture form. This is great for capturing inquiries directly from your website.

Is the Starter Plan Right for You?

The Starter Plan is ideal for solo entrepreneurs or small agencies that need basic CRM functionality. If you’re just getting started and need a cost-effective solution for managing client relationships, the Starter Plan offers everything you need to get up and running.

Dubsado Pricing: Premier Plan

For organizations that need more advanced features, the Premier Plan is the way to go. Priced at $400 annually or $40 per month, the pricing plan includes everything in the Starter Plan, plus additional features designed to help you scale your business.

Key Features:

• Unlimited Active Lead Capture Forms: Unlike the Starter Plan, the Premier Plan allows you to have multiple active lead capture forms.
• Bookkeeping Integration: Keep your finances in check with Dubsado’s bookkeeping integration. This feature helps you track income and expenses by integrating with tools like Xero and Quickbooks.
• Scheduling: Manage appointments directly through Dubsado with its built-in scheduling feature. Clients can book time with you without the back-and-forth of emails.
• Automated Workflows: Save time by automating repetitive tasks. With automated workflows, you can set up processes that run on autopilot, from sending emails to updating project statuses.
• Public Proposals: Create and embed public proposals on your websites, that can be viewed and accepted by potential clients.
• Zapier Integration: Enhance Dubsado’s functionality by integrating it with other apps via Zapier. This opens up a world of possibilities for automation and customization.

Is the Premier Plan Worth the Investment?

If your agency is growing or you need more advanced features, the Premier Plan is definitely worth the investment. The additional features, like automated workflows and unlimited lead capture forms, can save you time and hassle, as well as help you manage a larger client base.

The Free Trial: What’s Included?

Not sure if Dubsado is the right fit? No problem! Dubsado offers a free trial to help you test the waters.

During the trial, you can add up to 3 clients and you get access to great features, so you can see firsthand how Dubsado can transform your business.

To get the most out of your trial, make sure to set up a couple of workflows, send out some test invoices, and try automating your emails.

If you’re looking to implement your workflows on Dubsado and automate the sending of forms, canned emails, or invoices, I’m here to help. Just fill out this form, and we’ll get started.

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