Lead Management

Keep track of leads with lead funnels. Know when to follow up and always know what is next.

Lead Capture Forms

Embed lead forms on your site, or share elsewhere via link and capture leads into Dubsado.

Automated Lead Responses

Based on what the lead selects within a lead capture, you can send them (automatically) the correct forms and emails accordingly.

Get Paid

Send invoices and get paid right online. Quick and easy.

Allow Tips

If it fits your business model, allow the option for clients to tip you.

Recurring Invoicing

Send recurring invoices week after week, month after month, or however you'd like.

Subscriptions

Clients can allow for auto-deductions and Dubsado sets them up as a subscription!

Internationally Friendly

Set up Dubsado in whatever currency you receive payments and change the language for client facing docs.

No Extra Processing Fees

We do not take a cut on what you make. The standard 2.9% + .30 cents / transaction applies; 0.8% for ACH. We connect to Stripe, Square and PayPal for payment processing.

Payment Schedules

Set up a payment schedule / plan on an invoice and Dubsado will auto remind them when payment is due and how much. Easy for you, easy for your clients!

E-Signatures

Legally binding contracts. Clients can sign online. Easy to use on their computers or mobile devices.

Proposals and Quotes

Create proposals or quotes so clients can pick from your services, sign the contract, and pay the invoice—all within one form.

Questionnaires

Create and send questionnaires to your clients to gather all information you need.

Create Proofs

Using a Dubsado form you can easily send proofs to your clients for them to sign off on.

Client File Uploader

In a form, a client can upload files to share with you. Perfect for any type of file under 5mb each.

Custom Code Styling

If you need more styling options than what we provide, you can add custom CSS to your questionnaire, proposal or lead capture forms.

Send Your Client's Forms Easily

Your clients can view the forms you send them easily, no password required, if you'd like!

Chart of Accounts

Easily sort transactions and see how much is made in each service that you offer.

Set Goals

Set annual or monthly goals for you business and keep track of the progress!

View Outstanding Invoices

With a click of a button, quickly view all invoices that are past due!

Profit and Loss Statements

Export profit and loss statements to send to your accountant.

Keep Track of Bookings

Know what jobs are happening next. Everything is a click away!

Client Portals

With the added luxury of client portals, now your clients can stay just as organized as you. Embed a login on your site for even easier access.

Task Boards

Use Kan-Ban Style task boards to keep you on track. Keep internal, or share with clients to work on together.

Workflow

Set it and forget it. Send emails, forms, contracts, invoices, and so much more, automatically.

Calendar Integration

Sync Dubsado to your iCal, Google, or Outlook Calendar. This will ensure you know your schedule, whether on Dubsado or on your normal calendar.

Branding

Send from your email address through Dubsado, with your branding at the front of everything.

Time Tracker

Track time on projects within Dubsado. Have the choice to bill clients at an hourly rate or non-billable.

Workflow

Set it and forget it. Send emails, forms, contracts, invoices, and so much more, automatically.

Automate Responses to leads

Set up automatic emails to send to clients when a lead capture form is completed. Even get so specific as send them the appropriate emails based on what they choose.

To Do Reminders

Set up automatic reminders to be emailed to you after a certain action has been completed.