Personally I really dislike this program and find it rather clunky. After investing a considerable amount implementing the program and trying it, I’m getting rid of it and finding something else. The automation felt disingenuous and the user face was lack lustre.
Ive been using Dubsado for YEARS and across two very different businesses - one designing wedding invitations and now with my accounting and finance agency, The Profit Table. Their workflow automations eliminate proposals and contracts falling through the cracks, and our team really appreciates not having to check back in on the status of everything. Also, customizing the forms so that they match my branding is a cool feature that gives a very aesthetic appearance to our documents - takes the boring away! It really makes a difference in presentation to our clients, who are often very visual. The application is priced affordably, and it truly is an all-in-one CRM for busy entrepreneurs.
I just purchased the paid version just to discover that the email side doesnt work. i can not receive emails from client. have been on the support for over 48h with NO SOLUTIONand from their own admittance this is a common problem that they do not know how to deal with....This is the reply i got after 48h on the chat support wanting for a solution.......This issue will not be resolved in the next few hours, and I do not have an ETA to share on when it will be. The issue of email replies not forwarding into Dubsado from your connected email address is a known issue, that is being worked on constantly by our team! This is not an isolated incident where a simple fix can be put in place. Email replies do not get pulled into Dubsado for different reasons each time, and as such there is no single fix that the team can deploy to remedy the situation for you.
The software and team are disappointing. Years ago I inadvertently stumbled upon an issue with calendar syncing: I wasnt seeing the same thing in my Google Calendar as I was in my Dubsado calendar. I told myself Oh this could be really bad for someone so I reached out privately about it and was more or less brushed off. Told someone *may* look into it. At *some* point. Little did I know that someone would be me. Id done the thing Id never done before, every photographers worst nightmare: Id double-booked myself. Id looked at my Google Calendar and since I had no event on that particular day, booked a second client, only to go back to Dubsado at some point later on and see I indeed had a wedding on that day already. The blood drained from my face, my stomach sank, and I got that awful hot/cold feeling. I reached out to Dubsado, both livid and panicked. I was told that calendars only sync 5 months out. (WHAT???!!!) I dont know in what world that makes sense, but especially in the wedding world, where people plan 1-2 years out. In the end I lost BOTH clients from this (around $8,000 in revenue.) Dubsado didnt reimburse me a dime of it. They offered me a free year (*laughs*) Did they ever address the issue? Yes, when I made a huge stink of it publicly on Facebook. Within a DAY the calendar was syncing 5 YEARS out. I dont know whats most infuriating: that it wasnt done in the first place, that it was this quick and easy to fix, or that it wasnt done until their reputation was on the line. Since then, Ive been soured to them entirely. Im only still on the platform because the idea of switching and starting all over somewhere else is more unpleasant. And because like it or not, they all have issues, so Id be trading one issue for another.Overall, since this happened Ive found the functionality and features underwhelming. If someone asked me if I liked using Dubsado Id go Eeh. The Schedulers been in Beta for years. Any new feature/suggestion is added to the list but never seen. It takes far too many clicks to get anywhere, or get anything done. Its not very intuitive. Every time I need to delete a client I face the same issues again: Oh wait, I have to delete the contract first... Nope wait, I have to delete the invoice first... I deleted the invoice! Was is it telling me I didnt! I dont doubt building something like this is a huge undertaking, but as a user, Ive had a disappointing experience.
Only helpful for 1-man-bands. I purchased thinking it would be fantastic for my business but after spending some time in Dubsado and doing more research I realised it really was not suited as I have a growing team. Make sure you really research before purchasing as they have only 14 days for change of mind and they dont waver from that.
Great product but the support lacks big time! When you have an issue requiring support, the typical turnaround time is 4-5 hours. When you are paying for a product thats not working, the support should be a lot quicker.
Completely customizable solution for small businesses. I have used it for the past 7 or 8 years and loved it!
Love Dubsado. Perfect automation solution for my business!!
Total reviews rating 3
18 Reviews for Dubsado 2024:
Review №1
2024-05-25 13:12:52Been using Dubsado for ~3 years now. Ive found it to be a very valuable service as the bookkeeping and accounting side of web design /development is not my interest and is tedious imo. The Dubsado team has been helpful via their on-site chat tool and their YouTube account has a ton of helpful tips. Im looking forward to the release of their mobile app and seeing how helpful / easy that will be to use.Thanks for the help running my side business! :)
Review №2
2024-03-14 14:07:31The customer support team here is awful. This software doesnt sync properly or offer any flexibility. I emailed asking for support in my membership being frozen due to a personal circumstance and was told quite bluntly to sod off and cancel because thats not something they do.This company doesnt care about their customers - at all. I think they bribe for good reviews, Ive heard a lot of negative things lately. Save your money and your sanity and get your software elsewhere.
Review №3
2023-12-06 17:38:01I adore this software more than any other. I have been using it in my business for years and it has saved me thousands and thousands of hours. Whole swaths of my business run without my direct intervention because of the automation Dubsado offers. Theres a learning curve but their support is fantastic and its so worth it.
Review №4
2023-11-10 16:43:33Have been using this since its conception almost and has been great with quickly putting together invoices and contracts. The portal has been great for my clients too.Only wish I was able to share 2 contract proposals at once and saving contracts has been tricky lately - auto saving as copy when its not, Im just updating last years and sometimes there are no headers but they appear on the client end.
Review №5
2024-02-24 17:11:08I freaking love Dubsado AND everyone who works at this company. Their customer service is unreal and I would absolutely lose my mind trying to run my biz without the support of this CRM. Dubsado is worth every penny!!
Review №6
2023-11-15 20:24:58DO NOT WASTE YOUR TIME AND MONEY WITH THIS COMPANY! Having spent 1yrs time and money, including VA support on this system, it finally working how I want it. Ive come so far it is more hassle to move everything to another CRM. I echo the same issues as others with regards to slow customer service, and recently being called a liar! They updated their email servers, didnt tell customers and this resulted in my email connectivity being turned off. Reconnecting this should have been a 10mins job. Instead it has been 1 week and involved my IT dept coming on board too! We have now been told it was user credentials error, when I asked for 1 month back in compensation. Extremely frustrating and embarrassing for me and my clients. I will not be paying them annually until all these issues have been sorted out. Could be so much better, and very easily. Will be looking for a new CRM ASAP.
Review №7
2024-06-07 05:09:02Ive been using dubsado for my reporting and invoices for a few years now as a graphic designer and have always found it be awesome.
Review №8
2023-09-25 17:47:33Ive had a great experience with Dubsado. It is a robust program (a lot to learn) but their training videos are helpful. It handles my multi-faceted stationery business well and their support has been helpful and timely.
Review №9
2024-04-25 17:09:35Ive used dubsado for about 6 years and like it a lot, its simple and effective. Very affordable product compared to other CRMs.
Review №10
2023-09-01 19:23:49Dubsado shines when it comes to a customizable aesthetically pleasing CRM for small businesses. The bones for a truly powerful CRM is there, however the updates and roll-outs for long-promised, important features is slower than slow.Uses have brought up the following issues for years:-No way to resolve duplicate contacts-Extremely clunky booking/scheduling software-Inability to have multiple clients attached to a project-Lack of ability to organize projects, templates, reports, canned emails, etc.-Minimal reporting & poor search ability-The amount of clicks needed to go anywhere in the software is excessive.-Task management is extremely basicThe answer is always its on the roadmap. The problem is, the roadmap doesnt seem to have much traction (the scheduler has been in BETA for close to 3 years).Years ago Dubsado rolled out significant updates at an impressive rate, listening to their users...now updates seem to trickle in. Users have BEGGED for a way to consolidate duplicate users & include contracts with proposals and invoices forever - its so frustrating (its on the roadmap BTW).Come on Dubsado...the gajillion updates to the form builder are cool, but how about some functional, back-end improvements? Prioritize and push those improvements out and you can easily sweep the competition.