Dubsado is a business management software solution that allows users to manage clients, automate business workflow, collect payments, schedule and book appointments, record finances, and create business contracts.
With Dubsado, you can capture leads using landing pages or embed a form on your business website.
Additionally, its task boards allow you to work uniformly with your business team by creating private boards. Likewise, clients can be managed using tags and private portals for better communication, while the project statuses keep you updated regarding clients’ projects.
If you manage your business with Dubsado, you can get support via different channels including LiveChat, help center, email, and webinars.
On the other hand, Dubsado has three main pricing plan options, including:
- Free Plan – $0
- Monthly Plan – $35 per month
- Yearly Plan – $350 per year
Conversely, there are separate pricing options for Dubsado Add-ons, which include:
Brands
- $10 each
Users
- 4–10 users: $25 per month
- 11–20 users: $45 per month
- 21–30 users: $60 per month
Although Dubsado might be a reliable business management solution; however, its several past users have complained about expensive pricing plans, missing features, and limitations.
To help you eliminate the hassles of searching for a Dubsado replacement, we have compiled this list of the seven best Dubsado alternatives.
Best Dubsado Alternatives
1. Hello Bonsai
Hello Bonsai (also known as Bonsai) is a product suite with several helpful features for freelance business management. It allows you to effortlessly manage proposals, contracts, projects, invoices, tasks, forms, taxes, and more.
In fact, Bonsai is recommended as the best Dubsado alternative for freelancers or individual business owners.
Its proposal features make it easier for you to get freelance work. You can set multiple packages with upsells thereby giving clients multiple options to consider. Also, you can get notified once a client views your proposal.
Managing contracts with Bonsai is seamless, as you can set auto-reminders. Just like Dubsado, Hello Bonsai supports e-signatures for online contract signing.
Notably, Bonsai allows you to quickly build your client list as it tracks and saves clients data from emails. Its featured Time Tracker tool enables you to track hourly project rates for efficient invoicing.
Interestingly, Bonsai has more business templates than Dubsado including, contract templates, proposal templates, invoice templates, and quote templates, amongst others.
To facilitate global usage, Hello Bonsai has support for over 180 different currencies. That way, you can receive payment from clients across the world. Furthermore, you can automate the payment process by auto-sending invoices, reminders, and calculating late fees.
Unlike Dubsado, Hello Bonsai might come up short in terms of third-party integrations but it integrates with Zapier through which many other apps can be connected.
Likewise, Hello Bonsai has a functional accounting and task monitoring tool that provides you with comprehensive reports regarding income, expenses, and task estimates.
Customer support is provided via their help center with LiveChat. Likewise, there are several freelance resources on their website.
Hello Bonsai Pricing
Here are the Hello Bonsai pricing plans:
- Workflow Plan – $19 per month when billed monthly, or $190 per year when billed yearly
- Workflow Plus Plan – $29 per month when billed monthly, or $290 per year when billed yearly
Prices for add-ons include:
- Accounting & Tax Assistant – $10 per month
- Partners – $9 per month
- Collaborators – Free
Verdict: Unlike Dubsado, Hello Bonsai does not charge for additional users, and their price for brand partners is slightly lower.
Explore: Hello Bonsai Review, Pricing, Coupon Code
2. Bloom
Another best Dubsado alternative that should make our list is Bloom.
Bloom is a platform that is aimed at content creators to make money from their works online. With Bloom, you can generate leads, sign contracts, book projects, schedule sessions, send invoices, automate emails, etc.
However, Bloom is not as advanced as Dubsado in terms of features. Still, it offers an all-in-one studio and user-friendly environment with the essential features that content creators need.
Interestingly, Bloom has a built-in scheduler that facilitates email automation; hence, you can schedule emails to send on specific dates or upon different triggers.
The Bloom Calendar enables you to manage your working time, similar to the Time Tracker on Dubsado. However, it works differently. It allows you to set your available time and days so that clients can know when to reach you.
Furthermore, Bloom supports leads import and export via CSV file format, and the process for both is relatively easy.
Notably, Bloom has a mobile app for iOS devices – a feature that Dubsado lacks. That way, users can manage their business on-the-go from their iOS devices.
Unlike other best Dubsado alternatives, Bloom integrates with CMS like WordPress, Wix, Squarespace, and other custom-built websites via Javascript.
Supported payment platforms include Stripe, Braintree, and Square. However, Dubsado integrates with PayPal while Bloom does not.
From the Bloom dashboard, you can get a rundown of your business metrics including payment records, conversion rates for leads, views, and more. It may not be comprehensive like on Dubsado, but you can get a visual overview of critical business metrics.
Support can be gotten from the Bloom Help Center, Facebook community, LiveChat, and to top Dubsado, Bloom offers phone support.
Bloom Pricing
Bloom has three pricing plans, which include:
- Starter Plan – $14 per month when billed every month, or $9 per month for an annual subscription
- Part-Time Plan – $35 per month when billed every month, $29 per month for a yearly subscription
- Full-Time Plan – $59 per month when billed every month, $49 per month for a yearly subscription
Verdict: Bloom’s Full-Time plan gives you access to all its features, although this is higher than Dubsado’s monthly plan, you won’t be paying separately for any add-ons.
Also Read: Hello Bonsai Vs Dubsado
3. Plutio
Plutio is another best Dubsado alternative for business management. It is a powerful CRM platform with a client portal.
With Plutio, you can create and manage tasks, projects, and leads. Also, you can send direct messages, track time, send invoices, and more.
To start with, Plutio features a very rich inbox. From this inbox, you can instantly send a message to clients, brands, and co-workers. Apart from incorporating LiveChat, the inbox can be shared by multiple users.
Clients can be managed using profile notes, custom fields, colored tags, statutes, etc. Likewise, time tracking with Plutio is more natural than in Dubsado.
Its Time Tracker tool allows you to track billable, paid, and unpaid time in real-time. Moreover, the time entries are displayed in a timesheet to ensure easier comprehension.
For your proposals, Plutio supports e-signatures for quick approval and you also get notified whenever a proposal is viewed or approved.
Not to mention, Plutio systematically generates a public link for your profile so that you can share them with anyone. Although you can download proposals in a PDF file format at any time, Plutio automatically creates a new project once the proposal is approved.
From the Plutio templates library, you can access tons of templates, including invoice templates, proposal templates, project templates, task group templates, etc. Also, it features an intuitive drag-and-drop editor with building blocks for you to create new templates for invoices, proposals, etc. – such is not featured on Dubsado.
Thankfully, Plutio seamlessly integrates with Zapier, Stripe, PayPal, Integromat, and Google Calendar. That’s about how much integration you get on Dubsado, but Plutio also features a RESTful API that Dubsado doesn’t have.
Not to mention, Plutio has applications for Android, Mac, Windows, and iOS devices.
Plutio has four main support channels including the help center, email support, community, and experts help. The Experts Help is a significant boost for users of this Dubsado alternative.
Also Read: Hello Bonsai Alternatives
Plutio Pricing
Plutio pricing plans are straight-forward, they include:
- Solo Plan – $15 per month
- Studio Plan – $20 per month
- Team Plan – $30 per month
Verdict: If you are an individual business, partnership, or a team of workers, Plutio is recommended as a cost-friendly Dubsado alternative.
4. 17hats
Unlike other best Dubsado alternatives, 17hats is a business management solution targeted at solopreneurs – designers, photographers, entertainers, musicians, freelancers, etc. Its features can help users to organize, systemize, and grow their business.
From the 17hats dashboard, you can conveniently manage leads, get clients on-board, carry out service fulfillment, coordinate bookings, and keep track of your financial records.
This dashboard includes Contacts, Projects, Leads, Invoices, Payments, Workflows, Templates, and Bookkeeping sections, amongst others.
With 17hats, you can quickly manage multiple projects without hassles. Projects are categorized using filters to identify new leads, concluded projects, and ongoing projects. You can automate workflow by setting action items and their triggers.
Like Dubsado, 17hats facilitates lead generation forms that can be embedded on any webpage. You get an alert for every new lead. Also, you can set automatic responses to keep them engaged.
Nonetheless, 17hats doesn’t fall short for templates. In fact, users are provided with multiple customizable templates.
Also, 17hats incorporates a built-in timer to track billable and non-billable time. Like Dubsado, 17hats also supports e-signing contracts that can be fully branded. To receive payments faster and on-time, you can set automatic payment reminders.
If you are switching from Dubsado because you need more third-party integrations, 17hats beats Dubsado by a mile when it comes to that. For instance, it integrates with PayPal, Stripe, Square, Facebook, CapitalOne, Bank of America, Wells Fargo, WeddingWire, Authorize.net, and more.
Reporting on 17hats is relatively different from that of Dubsado as the platform features a bookkeeping dashboard.
17hats has an in-house support system that users can mainly reach via live chat. Apart from their Facebook community, they also have an online help center that comprises articles and video tutorials.
Explore: Best Client Management Software For Freelancers
17hats Pricing
With 17hats, you can pay monthly, annually, or biennially:
- Monthly Plan – $45 per month
- Annual Plan – $295 per year
- 2-Year Plan – $395 every two years
Verdict: 17hats monthly plan might be expensive compared to Dubsado, but with their annual and 2-year plan, you can save 45 percent and 63 percent, respectively.
5. Freshbooks
Freshbooks is an invoice and accounting software for entrepreneurs and business teams. If your business involves physical goods, Freshbooks is a reliable Dubsado alternative you can consider.
Its features are divided into eight major categories – invoicing, expenses, projects, estimates, payments, time tracking, accounting, and reports.
For invoicing, there are several customizable templates to use, and you can set payment reminders, discounts & automatic late fees, calculate tax, and schedule recurring invoices.
You won’t lose track of your expenses or overspend because Freshbooks allows you to track expenses and receipts.
As you send proposals, you can respond to feedback quickly and if a proposal is approved, you can sign them with an e-signature. Its time tracker tool enables you to track billable hours and log hours. Also, you can get a daily rundown of time productivity.
An advantage for Freshbooks over Dubsado when it comes to proposal management is the estimates to invoice converter. In fact, you don’t have to prepare invoices for approved proposals.
Dubsado doesn’t compare to Freshbooks in terms of third-party integrations. Freshbooks integrates with other software solutions in over 20 categories, including analytics, eCommerce, payments, shipping & tracking, and website management.
Some of these integrations include Shopify, Squarespace, Zoom, Stripe, Gusto, Gsuite, HubSpot, etc. However, Freshbooks doesn’t support PayPal. Likewise, Freshbooks has apps for Android and iOS mobile devices, unlike Dubsado.
You can get detailed analytics with Freshbooks. Moreover, metrics and insights are delivered for profit & loss, tax summary, expenses, balance sheet, invoices, etc.
Furthermore, you can get support via the help center or by submitting a support request.
Freshbooks Pricing
Here are the Freshbooks pricing plans:
- Lite Plan – $7.50 per month when billed monthly, or $6 per month when billed every year
- Plus Plan – $12.50 per month when billed monthly, or $10 per month when billed every year
- Premium Plan – $25 per month when billed monthly, or $20 per month when billed every year
- Select Plan – Custom pricing
Verdict: Freshbooks limits the number of billable clients. You can bill up to 500 clients with its Premium Plan, but even at that, it is more affordable than Dubsado.
6. Salesmate
This is a Dubsado alternative currently used by more than 4,000 global companies, notably Sony Music. Unlike Dubsado, Salesmate focuses more on sales management other than all-around business management.
Its major features include sales automation, sales pipeline, tracking sales activities, collecting sales reports, and contact management.
However, this Dubsado alternative provides a 360-degree contact management dashboard. With filters and segmentation, you can prioritize your leads. Also, it incorporates a search feature for finding any contact quickly. Likewise, contacts can be imported via CSV or Excel files.
As a sales-focused software, Salesmate works better than Dubsado for sales pipelines. In fact, you can modify your visual sales pipeline dashboard with its drag-and-drop editor.
With Salesmate, you can send smart emails with powerful automation. Apart from the personalized email templates, you can send bulk emails and share the email inbox with your team.
Furthermore, Salesmate supports 2-way email sync. That way, you can connect and manage emails from other email servers like Google, Outlook, Yahoo, etc.
Salesmate seamlessly integrates with AWeber, SendinBlue, WordPress, Shopify, Squarespace, Zapier, Slack, and several other third-party tools. Clearly, it has more integrations than Dubsado. Not to mention, it has a Chrome extension, as well as Android and iOS mobile apps.
Conversely, Salesmate delivers proper sales analytics with much deeper insights compared to Dubsado. The analytics dashboard is a visual one making it easier to interpret.
There are several on-site resources to help users. Likewise, direct support is available via LiveChat, a Help Center, and their contact form.
Salesmate Pricing
Salesmate has pricing plans for small, medium, and large scale businesses, which include:
- Starter Plan – $15 per month when billed monthly, or $12 per month when billed annually
- Growth Plan – $30 per month when billed monthly, or $24 per month when billed annually
- Boost Plan – $50 per month when billed monthly, or $40 per month when billed annually
- Enterprise Plan – Custom pricing
Verdict: Due to its straightforward pricing scheme, Salesmate offers more value for the money than Dubsado as you pay according to your business strength.
7. Elorus
Lastly, on our list of the best Dubsado alternatives is Elorus.
Elorus is a cloud-based platform that was developed to facilitate both time tracking and online invoicing – two major Dubsado’s features but in a more precise way.
Apart from invoicing and time-tracking, Elorus also allows users to manage projects, payments, expenses, etc.
You can quickly generate invoices with Elorus thanks to its professionally-built templates. All you have to do is style them to reflect your brand. Apart from its built-in currency converter that allows you to convert currencies in real-time, Elorus also enables you to set recurring invoices.
For communication, Elorus provides you with a client and team portal for managing contacts and communicating with co-workers, respectively.
Additionally, this Dubsado alternative allows you to track time entries that can be shared with clients.
Some of its supported third-party integrations include PayPal, Slack, Stripe, Braintree, Trello, and Viva Wallet. In terms of third-party integrations, Elorus has the edge over Dubsado. Besides, Elorus features browser extensions for Chrome and Firefox. Plus, it has a RESTful API.
To sum it up, Elorus offers top-notch customer support. Their customer support team can be reached via email, LiveChat, and on social media. Also, they have a Help Center with support articles.
Elorus Pricing
Unlike other best Dubsado alternatives, Elorus has a free plan and three premium pricing plans, including:
- Free Plan – $0 per month
- Starter Plan – $9 per month when billed every month, or $7 per month when billed annually
- Standard Plan – $19 per month when billed every month, or $15 per month when billed annually
- Premium Plan – $39 per month when billed every month, or $30 per month when billed annually
Verdict: Elorus has more flexible pricing options than Dubsado, and comparatively, it is cheaper. However, Elorus charges $5 for every additional user, which is slightly higher than Dubsado’s cost.
Wrap Up – What Is The Best Dubsado Alternative?
Out of the best Dubsado alternatives we’ve listed above, we recommend Hello Bonsai as the best Dubsado alternative.
With Bonsai, you can effortlessly manage your tasks, proposals, contracts, projects, invoices, forms, taxes, expenses, billable hours, etc.
Additionally, Bonsai provides you with useful financial reporting tools that put you on top of your finances. That way, you can track your income, expenses, and tax payments.
Besides, Bonsai’s pricing plans are more affordable compared to Dubsado. Not to mention, Bonsai has applications for iOS, Android, and Mac devices.
