Streamline your admin processes with Dubsado

Software for creative service businesses

Get the tools you need to streamline operations, create repeatable processes, and deliver the best client experience.

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Disorganized processes cost you more than just time.

Without a single platform to simplify your operations, you risk:

Details slipping through the cracks
Missing deadlines
Losing clients
Limiting your growth

From scheduling to proposals to payments, Dubsado simplifies your admin. So you can focus on serving your clients.

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Capture and convert new clients

Follow up with leads immediately to share your pricing, services, and proposals.
Send and execute contracts

Set up automations to invoice a client as soon as they sign their contract—so you can quickly kick off projects.
Send invoices and get paid

Keep your project moving by automating invoices and receiving payments from a single system.
Onboard your clients

Align on expectations, set project timelines, and prepare clients for successful collaboration.
Close out your projects

Capture feedback to improve your services, tie up loose ends, and stay prepared for the next client.

Explore all features

Less time and effort for you. 
Exceptional service for your clients. 
That’s the Dubsado way.

Capture and convert leads with professional forms and proposals

Make the strongest first impression with forms that reflect your brand and use automations to set in motion a consistent, organized process for your clients.

Custom lead forms, questionnaires, surveys, welcome packets, and more
Seamless booking, enabling clients to select packages and services
Embedded proposals on your website that trigger automated workflows

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Centralize access to contracts, documents and communications

Generate contracts that keep you protected, and give your clients 24/7 access to all the information they need to stay aligned with you throughout your process.

Legally binding agreements tracking signatures and compliance
Form templates you can customize, save, and reuse
Smart field auto-population to for a smoother client experience

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Send invoices that get you paid, and accept payments your way

Manage and track invoices from a single platform—where you can automate payment reminders and securely process payments at your clients’ convenience.

Professional, branded invoices and automatic payment reminders
Recurring billing, flexible payment plans, gratuity, and buy now, pay later options
ACH transfers in the US & Canada and credit card processing in 135+ currencies
Bank-level protection to maintain your clients’ security

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Save time throughout your process with automated workflows

Get clear visibility into your progress, keep projects moving with the click of a button, and cut down on manual back-and-forth emails with your clients.

Automated tasks and project actions
Easy calendar management and scheduling
Project status tracking and dashboards
Dynamic to-do lists

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Case Study: From a 1-person graphic design business to a $1.4MM enterprise

Graphic designer and entrepreneur, Elizabeth McCravy, used Dubsado to streamline her operations, expand her business in new directions, and achieve amazing results, like:

Earning 6-figure salaries as a graphic designer
Reaching $1.4MM in website template sales
Launching and managing a 300+ episode podcast

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Here from creative professionals why Dubsado is perfect for:

Photographers

“Seeing all of my projects in order has led to a much more seamless customer experience for my clients. I can send payment reminders and give clients easy client access to all their forms and invoices—it’s allowed me to increase my prices.”
Brand & Web Designers

“My clients can pay through PayPal or Stripe, but all through a branded invoice. I love that Dubsado allows me to carry my branding throughout my entire process."
Event Planners

“I love that I can set up payment reminders to go out at certain points in our planning and that I can change the amounts easily to reflect our current scope of work. I can take myself out of the payment requesting process, and it feels more like an accountant following up with my clients."
Visual Artists

“When a lead comes in, they immediately receive a message with a link to book a call. Favorite thing? The message is pretty, customized with their name, and includes a booking link—and I didn’t have to lift a finger to make the process work, beyond setting it up.”
Copywriters

“My favorite thing about Dubsado is the client portal. There is one place that my client can go to access all of the documents and emails related to the project instead of having to create her own folder or search her email every time she needs to refer back to something.
Virtual Assistants

“Dubsado makes everything streamlined, and my clients love the process! I especially love that I don’t have to send clients the same information over and over; they can just refer to their client portal for everything.”
Hair & Makeup Artists

“When clients complete an intake form on my website or Instagram profile, it automatically creates a lead and project for their chosen event date in my Dubsado account. My favorite thing is that I don't need to enter ANY information about my client. Dubsado does ALL of it for me!”
Doulas

“My favorite thing about my process in Dubsado is that it is all automated, but it is specific to each woman’s ‘due date’ and means that nothing falls through the cracks along the way."
Coaches

“Projects’ is my go-to tab in Dubsado! I manage everything for my clients there—emails, invoices, notes, tasks—everything! This ensures that I stay on top of pending deadlines or schedule follow-up comms."
Bookkeepers & Accountants

“I love the custom client statuses within Dubsado. I am able to see who are ongoing clients, tax clients, and leads to follow up on! This allows me to prioritize my work and answer client inquiries more efficiently.”
Legal Professionals

“Our favorite thing is that the Dubsado dashboard reflects when we have outstanding invoices. If an individual submits a proposal but doesn’t complete the next step of remitting payment, we have the ability to manually send the invoice via email with a reminder that payment is due.”
Marketers & PR Professionals

“I love how directly from Dubsado’s dashboard and projects, I can see at a glance what leads I need to follow up with or status of any existing projects. Everything is right there showing me what my next steps should be.”