Client management platform for freelancers and small service businesses, covering proposals, contracts, invoices and scheduling.

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About Dubsado

Dubsado gives independent service providers one place to run client work from first inquiry to final payment. Users capture leads with branded forms, send proposals, contracts and invoices together, collect payments with payment plans and automated reminders, and book appointments. Workflow automation sends emails, questionnaires and tasks at set stages, and a client portal lets customers review and sign documents. The company serves photographers, designers, coaches, planners and other creative or professional freelancers and small studios, and offers a mobile app. It is self-funded and based in California.

Listed inCPQ, Proposals & PricingasProposal Software

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Features

Capture leads with branded intake forms
Send proposals, contracts and invoices together
Collect payments with plans and reminders
Schedule client appointments
Automate client workflows
Share documents through a client portal
Send questionnaires and forms
Report on business performance
About
Founded2015
HeadquartersBurbank, USA
Employees50 – 100
dubsado.com