Dubsado pricing: Plans, costs, and is it worth it in 2025?

Dubsado pricing looks simple at first glance, but extra users and automation limits can shift what you actually pay. Freelancers often stick with the Starter plan at $20 per month for basic billing and forms, while agencies upgrade to Premier once they need scheduling, workflows, and team access. 

I’ll break down both plans and add-ons in 2025 so you can see where Dubsado fits and when it starts to cost more than expected.

In this article, we’ll cover:

• Dubsado pricing at a glance
• Pricing plans in-depth
• Which plan to choose
• Is Dubsado worth it?
• Dubsado alternatives

Dubsado pricing plans: At a glance

Dubsado’s free trial gives you access to most Premier features without a time limit, but you can only add up to three clients before you need to select a paid plan. Here’s how the Starter and Premier plans compare in 2025:

Additionally, Dubsado charges $10/month per additional brand and tiered user fees starting at $25/month for 4–10 users. I’ll break these add-ons down in detail later in the article.

Dubsado pricing plans breakdown

Dubsado structures its plans for different stages of business, from freelancers testing CRM tools to agencies automating entire client journeys. Let’s compare the Dubsado packages in detail:

Starter plan: $20/month or $200/year

• What’s included: Unlimited clients and projects, invoicing and payment plans, form and email templates, client portals, canned emails, tasks, basic bookkeeping reports, and integrations with Stripe, Square, and PayPal.
• Best for: Freelancers or new business owners who need basic client management tools without automation.
• Pros: Affordable entry point, unlimited clients and projects, includes core billing and form tools.
• Cons: No scheduling or automation features, limited reporting, and only one active lead capture form.

Premier plan: $40/month or $400/year

• What’s included: Everything in Starter, plus scheduler, automated workflows, public proposals, unlimited lead capture forms, Zapier integration, QuickBooks and Xero connections, video conferencing, time tracker invoicing, and advanced reporting.
• Best for: Established businesses, agencies, or teams that rely on automation and scheduling to manage a high client volume.
• Pros: Adds workflow automation, integrates with accounting tools, supports multiple users and scheduling in one dashboard.
• Cons: Higher monthly cost, additional user fees for larger teams, and limited customization for conditional logic in forms.

Add-ons that increase your Dubsado pricing

After you pick a Dubsado plan, your total cost can rise once you start expanding your team or managing multiple brands. These add-on fees aren’t hidden, but they often surprise users who expect flat pricing.

Here’s what to look out for:

• Additional brands: Each new brand adds $10 per month. I’ve seen this make sense for consultants or agencies managing multiple business entities under one login.
• Extra users: Dubsado includes three additional users for free, but the rest are billed on a tiered model:
  • 4–10 users: $25/month
  • 11–20 users: $45/month
  • 21–30 users: $60/month
  • 30+ users: Custom pricing by request

If you plan to grow your team, these charges can stack up quickly. It’s something I always recommend budgeting for early, especially if collaboration is part of your workflow.

Which Dubsado plan should you choose?

Picking the right Dubsado plan depends on how complex your client work is and how much automation you actually need. I’ve found that the gap between Starter and Premier becomes clear once you start juggling multiple projects or team members. 

Choose Starter if you:

• Work solo and just need essentials like invoicing, forms, and payment plans
• Want unlimited clients without paying extra for automation or scheduling tools

Choose Premier if you:

• Manage a steady flow of clients and want to automate scheduling and follow-ups
• Need integrations with QuickBooks, Xero, or Zapier to connect your systems
• Plan to grow your team and want smoother collaboration without manual updates

Is Dubsado worth the cost?

Dubsado is worth it if your business runs on client relationships and repeat projects that benefit from automation. It combines contracts, scheduling, invoicing, and client portals in one workspace, which saves time once you’re past the early solo phase.

While pricing is clear, Dubsado’s value depends on how far you need to customize. It includes strong workflow automation but caps flexibility with limited form logic, a fixed portal layout, and automations that don’t scale well for larger teams. Those feature ceilings become noticeable once you’re managing multiple brands or clients who need more tailored experiences.

Here’s how to decide:

• It’s worth it if: You handle multiple projects at once and want to automate client communication, proposals, and invoices without using separate apps.
• It’s best for: Coaches, consultants, and service providers who need structured workflows and branded client experiences.
• Skip it if: You only need simple invoicing or project tracking. Tools like PayPal, Google Forms, or Trello can cover those basics at a lower cost.

If your work stays simple, Dubsado is a dependable choice that keeps client operations organized. But if you expect to scale or want more control over the client experience, its limits on customization and automation may hold you back.

Dubsado alternatives and pricing comparison

Now that you know what Dubsado costs, it’s worth comparing it with other client management tools that offer similar functionality. I looked at a few platforms that stand out for their pricing, automation depth, and scalability. Here they are below:

Assembly

Assembly helps professional service firms manage client relationships from the first sale through ongoing work. We designed it to bring communication, contracts, payments, and automation features into one secure client portal, supported by an AI Assistant that simplifies admin jobs and keeps context organized. 

Our platform is compliant with SOC 2, HIPAA, and GDPR, giving teams confidence when sharing client data. Compared to Dubsado, which is more template-based, Assembly supports deeper automation, more flexible client portal setup, and integrations that make it easier to manage growing client portfolios without adding more tools.

HoneyBook

HoneyBook focuses on creatives who want a simple, visually polished client experience. It includes proposals, contracts, invoicing, and scheduling, with a guided setup that saves time for freelancers and small studios. 

When comparing HoneyBook vs Dubsado pricing, HoneyBook looks more affordable upfront, but it trades flexibility for simplicity. I think HoneyBook pricing makes sense if you want a quick setup and branded client tools without deep customization, while Dubsado suits teams that need advanced workflows or plan to scale.

Zendo

Zendo targets agencies that want client collaboration and service tracking in one dashboard. It offers shared workspaces, real-time chat, and built-in payment tracking. 

While Dubsado focuses more on structured workflows and contracts, Zendo leans toward communication and transparency, which makes it appealing for agencies that handle ongoing retainers or recurring projects. I think it’s simpler but less customizable, which can be a trade-off depending on how much structure your business needs.

Assembly vs Dubsado: Which should you choose?

Assembly is built for service firms that need a centralized, flexible space to manage ongoing client work, while Dubsado focuses on pre-set workflows for creatives and solopreneurs. 

Use this quick guide to see which platform aligns with your setup:

• Assembly is better for: Professional service firms, consultants, and agencies that need customizable portals, advanced automation, and unlimited client access to manage ongoing relationships.
• Dubsado is better for: Freelancers and small teams that want structured workflows for contracts and proposals but don’t need heavy customization or multi-brand support.
• Use both if: You start with Dubsado for smaller projects but switch to Assembly once you need branded portals, client-specific permissions, and more scalable automation.

Want to see how Assembly supports long-term client relationships? Try Assembly for free today.

My bottom line on Dubsado pricing

Dubsado pricing makes sense for freelancers and consultants who want to organize projects, automate follow-ups, and manage clients in one platform. It’s a solid step up from basic tools like PayPal or Trello because it brings structure and branding into everyday client work.

Where I think it gets challenging is cost and setup. Adding users or extra brands increases your total spend, and setting up workflows takes time to master. That’s why Dubsado fits smaller teams with predictable projects better than agencies managing multiple clients at once.

If your business is growing and client collaboration feels scattered, Assembly is a good next step. It includes the same essentials, like billing, contracts, and messaging, but adds customization features that let you tailor each client’s workspace. I think that makes it a more practical long-term choice for firms that want growth and consistency without adding more tools.

Frequently asked questions

Is Dubsado worth it for small businesses?

Yes, Dubsado is worth it for small businesses that handle recurring projects or need help automating admin work. It combines billing, contracts, scheduling, and emails in one place, helping owners cut down on manual follow-ups. Dubsado’s CRM is a practical option for creative professionals, consultants, and small teams who want structure without paying enterprise prices.

Does Dubsado have hidden fees?

No, Dubsado doesn’t charge hidden fees, but extra costs appear when you scale. You’ll pay for additional users, extra brands, and any connected payment processors. The platform’s pricing is transparent, but add-ons like extra users or brands can raise your monthly bill if your team grows or you manage multiple businesses.

Is Dubsado good for client management?

Yes, Dubsado works as a client management app where you can send proposals, automate follow-ups, and track project progress in one dashboard. The built-in customer portal helps clients see invoices, forms, and updates without constant emails, making collaboration smoother.

Does Dubsado help with SEO and marketing clients?

Yes, Dubsado helps SEO and marketing agencies manage client projects, retainers, and deliverables in one organized system. While it’s not SEO client management software, it’s flexible enough to handle client approvals, feedback, and billing in one workspace. Many marketing teams use it to keep communication consistent and reduce admin time between campaigns.

Is Dubsado good for productized services?

Yes, Dubsado works well for productized services that rely on repeatable workflows because you can build templates for proposals, contracts, and invoices. That way, each new client follows the same process. This makes it easier to scale recurring offers like monthly audits or packaged consulting sessions.