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crm, proposals and contracts, invoicing
Client management software for service businesses: lead capture forms, proposals, contracts with e-signature, invoices with payment plans and reminders, questionnaires, a client portal and automated workflows.
Visit Dubsado$35 a month to start
Prices in USD. Starter is $35 (about £26) a month, or $335 (about £251) a year, with invoices, payment plans, forms and one active lead capture form. Premier is $55 (about £41) a month, or $525 (about £394) a year, and adds automated workflows, scheduling, public proposals, unlimited lead capture forms and Zapier. 3 extra users free. Card fees for UK accounts through Dubsado Payments are 1.5% + 20p for standard UK cards. Free trial.
Price checked on Dubsado's own site on . Prices are in the vendor's own currency and can change, so confirm before you buy. How we check prices
Wedding planners
Dubsado sends an instant branded reply to every wedding inquiry and lets couples book a discovery call. From about $44£33€39A$63C$62 a month.
Wedding venues
Dubsado sends couples your brochure the moment they inquire, then the proposal, contract and deposit invoice together. From about $44£33€39A$63C$62 a month.
Bands and musicians
Dubsado sends the package proposal, contract and deposit invoice in one go, then chases the balance on a payment plan. From about $44£33€39A$63C$62 a month.
Caterers
Dubsado sends the proposal, contract and deposit invoice in one go, then chases the balance for you. From about $44£33€39A$63C$62 a month.
Virtual assistants
Dubsado sends the proposal, contract, first invoice and onboarding questionnaire to each new client in order, without you chasing. From about $44£33€39A$63C$62 a month.
Wedding planners
Dubsado splits your planning fee into scheduled installments and sends automatic payment reminders. From about $28£21€25A$40C$39 a month.