Agiled vs Dubsado: Complete Comparison (2026)

Dubsado raised its prices on December 1, 2025. The Starter plan jumped from $20/month to $35/month (a 75% increase) and Premier went from $40/month to $55/month. Existing subscribers were grandfathered at the old rates, but anyone evaluating Dubsado today pays the new prices. That makes this the right moment to ask what you actually get for the money, and what you still have to buy separately.

Dubsado is a client management platform built for creative freelancers and service-based solopreneurs: photographers, designers, coaches, doulas, wedding professionals. It has been on the market for 10 years with over 120,000 users and excels at the client intake phase: lead capture forms, branded proposals, contracts, invoicing, and onboarding workflows. The v3.0 rebuild (November 17, 2025) modernized the interface and added a global time tracker, Kanban views, and a node-based Flow builder. But once a client is onboarded, Dubsado thins out: no Gantt charts, no task dependencies, no expense tracking, and no HR. Most Dubsado users run a second tool like Asana or Trello for the actual project work.

Agiled covers the full business lifecycle: CRM, proposals, contracts, invoicing, project management with Kanban and Gantt, time tracking, scheduling, client portals, HR, and AI-powered features. The Free plan is a limited single-user workspace; Starter is $29/month for solo client work, and Pro is $69/month for 3 seats.

This comparison breaks down every feature category so you can decide whether you need a client intake specialist plus a second tool stack, or one platform that handles intake and delivery.

Quick comparison (TLDR)

Dubsado is a client intake and onboarding platform. Its form, proposal, and contract builders are the most customizable in this category, with smart fields, advanced CSS control, and password protection. Workflows automate the journey from lead capture to signed contract to first invoice. Payment processing runs through Stripe, Square, or PayPal with zero platform markup, and the 0.8% ACH fee capped at $5 per transaction is genuinely hard to beat. The free trial has no time limit, just a 3-client cap.

But Dubsado's strengths stop at onboarding. The Starter plan ($35/month) blocks scheduling, automated workflows, public proposals, Zapier, and QuickBooks/Xero integration, so the automation Dubsado is known for actually requires Premier at $55/month. The v3.0 time tracker is also Premier-only, and time entries lock permanently once applied to an invoice. Project management remains basic task lists and a Kanban view: no Gantt charts, no dependencies, no milestones, no project templates, no budgets. There is no expense tracking, no HR, and team members still cannot have their own calendars or email addresses (both announced as "coming soon"). Setup routinely takes 15-25 hours, enough that an entire industry of paid Dubsado setup specialists exists. Capterra reviewers rate its ease of use 3.6/5.

Agiled handles intake (proposals, contracts, invoicing, scheduling) and continues into full project management, time tracking on all paid plans, expense tracking, HR, and automation. The interface is cleaner and faster to set up. AI agents draft proposals and emails. For businesses that deliver work after the contract is signed, Agiled eliminates the second and third tool subscriptions Dubsado users typically carry.

The bottom line: Dubsado builds the most polished, customizable client intake experience in its class, if you are willing to invest 15-25 hours in setup and pay $55/month for the plan that includes automation. Agiled delivers comparable intake features plus everything that happens after the contract: projects, time, expenses, team, and HR, at a lower total cost. If your business ends at the signed contract, Dubsado does that beautifully. If your business continues into project delivery, Agiled is the more complete choice.

Key differences at a glance

• Project management: Agiled includes Kanban boards, Gantt charts, task dependencies, milestones, and project templates. Dubsado has task lists and a Kanban view (added in v3.0) with no Gantt, no dependencies, no milestones, and no project templates.
• Time tracking: Agiled tracks time per task on all paid plans with one-click invoicing. Dubsado's time tracker (added in v3.0) is Premier-only ($55/month), and entries lock once applied to an invoice; they cannot be edited or moved afterward.
• Automation availability: Agiled includes workflow automation on paid plans. Dubsado restricts automated workflows, scheduling, public proposals, Zapier, and bookkeeping integrations to Premier, doubling the entry cost for anyone who wants the features Dubsado markets.
• Pricing after the increase: Dubsado Starter is $35/month ($335/year); Premier is $55/month ($525/year). Agiled Starter is $29/month, and Agiled's free plan has no client cap on its workspace, while Dubsado's free trial caps at 3 clients.
• Setup time: Agiled setup is straightforward with minimal mandatory configuration. Dubsado setup routinely takes 15-25 hours; many users hire paid setup specialists.
• Expense tracking and financial reporting: Agiled includes expense tracking and profit-and-loss reporting. Dubsado offers invoicing and basic income reporting only.
• HR: Agiled includes employee management, attendance, and leave tracking. Dubsado has none, and team member calendars/emails are still "coming soon."
• Payment processing: Both platforms pass through processor rates without markup. Dubsado's 0.8% ACH fee capped at $5 (via Stripe) is excellent for large invoices; Agiled connects to Stripe and PayPal directly at their standard rates.
• Form customization: Dubsado wins here. Its form builder supports advanced CSS, password protection, and deep branding control that Agiled does not match.
• Workflow branching: Despite the v3.0 node-based Flow builder, Dubsado workflows still cannot branch on conditions (conditional logic is listed as in progress). Agiled's workflow builder supports if/then branching today.

Forms, proposals, contracts, and booking flow

This is Dubsado's home turf. The question is how close Agiled gets, and what each platform does after the contract is signed.

Dubsado

The most customizable intake builder in its class. Dubsado offers five form types: lead capture, questionnaires, contracts, proposals, and general forms. Every one of them supports custom branding, smart fields that auto-populate client data, reusable templates, website embedding, and advanced CSS customization for pixel-level control. Proposals support service package selection, dynamic pricing tables, and contract signing plus payment on the same page. Contracts include legally binding e-signatures with time stamps, IP tracking, and sub-agreements.

The catch is plan gating and setup time. Public proposals require Premier. Building out templates, forms, and workflows routinely takes 15-25 hours, and the learning curve is the most common complaint in Capterra and G2 reviews. One reviewer put it plainly: there are people who specialize in Dubsado setup as a career.

• Five form types with smart fields
• Advanced CSS customization and password protection
• Proposals with package selection and dynamic pricing
• Sign contract and pay on one page
• Legally binding e-signatures with audit trail
• Sub-agreements and PDF upload support
• Discount codes, gratuity, and buy-now-pay-later (Affirm, Klarna)
• Public proposals require Premier ($55/month)
• 1 active lead capture form on Starter
• Setup routinely takes 15-25 hours

Agiled

Drag-and-drop builder with faster setup. Agiled includes a proposal and contract builder with drag-and-drop editing: move sections, add cover pages, insert interactive pricing tables, and reuse content blocks across documents. Contracts have their own template library and e-signature fields with audit trails. When a client signs, Agiled can automatically create a project, generate an invoice, and trigger onboarding workflows. AI agents draft proposals from client context, which Dubsado has no equivalent for.

Dubsado's form builder is more customizable at the pixel level. Agiled's is faster to deploy and connects to what happens after signing.

• Drag-and-drop proposal builder
• Interactive pricing and package selection
• Separate contract builder with templates
• E-signatures with audit trail
• AI-assisted proposal drafting
• Auto-convert to project on signing
• Reusable content blocks
• View tracking and analytics
• Available on paid plans without feature gating on public sharing

Project management

Once the contract is signed, the work begins. This is where the two platforms diverge completely.

Dubsado

Task lists and a Kanban view, nothing more. Dubsado 3.0 added configurable list views (table or Kanban) and drag-and-drop task reordering, which improved on the old flat to-do lists. But the fundamentals have not changed: no task dependencies, no Gantt charts, no milestones, no project templates, no subtasks, no project budgeting, and no resource allocation. Dubsado's own positioning emphasizes client experience and operations, not project execution.

The practical consequence shows up in every Dubsado community discussion about delivery work: users pair Dubsado with Asana, Trello, or Monday.com. That second subscription adds $130-300 per user per year, and your client data now lives in two systems that do not talk to each other.

• Task lists with due dates
• Kanban board view (added in v3.0)
• Automated task creation via workflows
• No task dependencies
• No Gantt charts or timeline views
• No milestones or project templates
• No subtasks or project budgeting
• Most users add a separate PM tool

Agiled

Full project management suite. Agiled delivers Kanban boards, Gantt charts, task dependencies, subtasks, milestones, and project templates. When a proposal is signed, a project can be created automatically with tasks pre-assigned from your template. Public Gantt charts let clients see timelines without full platform access. Time tracking on tasks flows directly into invoices.

• Kanban boards and Gantt charts
• Task dependencies and subtasks
• Milestones and project stages
• Project templates with auto-creation on signing
• Public Gantt charts for client visibility
• Time tracking per task
• File attachments and comments on tasks
• Workflow automation on project events

Time tracking and invoicing

If you bill hourly, the connection between tracked time and invoices determines how much unpaid admin work you do every month.

Dubsado

New in v3.0, but Premier-only and rigid. For nine years Dubsado had no time tracking at all. The v3.0 global time tracker (November 2025) finally added it: log billable hours, set rates per project, and apply entries to invoices. But it is only available on Premier ($55/month), the Starter plan has no time tracking whatsoever, and once entries are applied to an invoice they lock permanently. They cannot be edited or moved to a different invoice, which is a real problem the first time you apply an entry to the wrong draft.

Invoicing itself is strong. Recurring billing with autopay is now included on Starter, payment plans are flexible, and discount codes, gratuity, and buy-now-pay-later options exist. Payment processing through Stripe, Square, or PayPal carries zero Dubsado markup: US cards cost 2.9% + $0.30, and ACH costs 0.8% capped at $5 per transaction, which is excellent for large invoices.

• Time tracker on Premier only ($55/month)
• No time tracking on Starter
• Entries lock once applied to an invoice
• Recurring invoices with autopay (now on Starter)
• Payment plans, discount codes, gratuity, BNPL
• No platform markup: Stripe 2.9% + $0.30 US cards
• ACH 0.8% capped at $5 per transaction
• No expense tracking
• No profit-and-loss reporting

Agiled

Time tracking on all paid plans, connected to invoicing. Agiled's timer runs on any task. At the end of the week, generate an invoice from time logs with one click; hours are already broken down by task with billable rates per client or project. Invoicing includes a professional builder, recurring billing, credit notes, multi-currency support, expense tracking, and tax management. Payments process through Stripe and PayPal at standard rates with no markup.

• One-click timer on any task, all paid plans
• Editable time logs, one-click invoice generation
• Custom rates per client/project
• Recurring invoices and subscriptions
• Credit notes and multi-currency
• Expense tracking and P&L reporting
• Stripe and PayPal with no added markup
• Tax management

CRM and client management

Dubsado

Project-centric client management, not a sales CRM. Dubsado organizes everything around projects: lead capture forms create projects automatically, and each project holds the client's forms, emails, invoices, and appointments. Project source tags track where leads come from, and reporting shows net income per source. This works well for the inquiry-to-booking flow.

What Dubsado does not have is a traditional CRM: no sales pipeline views, no deal tracking, no lead scoring, no forecasting, and no contact database independent of projects. A known workflow limitation frustrates wedding professionals specifically: emails cannot be sent to two contacts on one project, so couples cannot both receive workflow emails.

• Lead capture forms with auto project creation
• Project source tracking and income-per-source reporting
• Full communication history per project
• No sales pipeline or deal views
• No lead scoring or forecasting
• No contact database outside projects
• Cannot email two contacts on one project

Agiled

Flexible CRM with visual pipelines. Agiled provides multiple deal pipelines with drag-and-drop cards, custom fields, activity timelines, and contact profiles independent of any project. Separate pipelines can model different services or sales processes. The CRM connects to proposals, projects, and invoicing, and AI agents draft follow-up emails from deal context.

• Multiple visual deal pipelines
• Custom fields and contact profiles
• Activity timeline with full history
• Connected to projects, invoicing, proposals
• AI-assisted follow-up emails
• Advanced filtering and reporting

Scheduling and appointments

Dubsado

Capable scheduler, Premier-only. Dubsado's scheduling is genuinely good: calendar sync with Google, Apple, and Microsoft, conflict checking, timezone support, buffer times, video conferencing integration (Zoom, Google Meet, Teams), payment requirements to book, and scheduler groups for multiple service types. The problem is that none of it is available on Starter. Scheduling requires Premier at $55/month.

• Google, Apple, Microsoft calendar sync
• Zoom, Google Meet, Teams integration
• Payment-to-book and discount codes
• Buffer times and booking rules
• Scheduler groups for service types
• Premier plan only ($55/month)

Agiled

Scheduling included on paid plans. Agiled's appointment scheduling offers customizable booking pages, availability rules, buffer times, multiple meeting types, Google and Outlook calendar sync, paid appointments through Stripe or PayPal, and automated confirmations and reminders, without requiring the top-tier plan.

• Customizable booking pages on paid plans
• Multiple meeting types and availability rules
• Google and Outlook calendar sync
• Paid appointments (Stripe/PayPal)
• Automated confirmations and reminders
• Integrated with CRM and workflows

Client portal and branding

Dubsado

Polished, deeply branded portal for documents and payments. Dubsado's client portal is a strength: custom welcome messages, branded logos and banners, custom colors, mobile layouts, advanced CSS, and password-protected sections. Clients access forms, invoices, appointments, and the full email archive in one place across multiple projects.

What the portal cannot show is project progress, because there is no real project management behind it. Clients see documents and payments, not the status of the work.

• Deep branding control including custom CSS
• Forms, invoices, appointments, email archive
• Multiple projects in one portal
• Password-protected sections
• No project progress, task, or timeline visibility

Agiled

Branded portal with project visibility. Agiled's portal carries your logo, colors, and domain, and shows the work itself: project progress, tasks, timelines, deliverable approvals, documents, invoices, and messages. Granular permissions control what each client sees.

• Fully branded portal with custom domain
• Project progress and task visibility
• Deliverable approval workflows
• Invoices, proposals, and contracts in portal
• Granular permission controls
• Built-in messaging

Automation and workflows

Automation is the reason most people choose Dubsado, which makes the plan gating and missing conditional logic notable.

Dubsado

Mature onboarding automation, Premier-only, no branching. Dubsado workflows trigger on form submissions, contract signing, payments, status changes, and milestones, then chain emails, forms, invoices, and to-dos with review-before-send control. The v3.0 node-based Flow builder visualizes these sequences. For the lead-to-onboarded journey, it is genuinely powerful.

Two caveats. First, workflows require Premier; the Starter plan has no automation at all. Second, despite the visual rebuild, workflows cannot branch based on conditions. Conditional logic is still listed as in progress in the 3.0 rebuild, so a workflow that needs different follow-ups based on client responses requires building separate workflows for each path. Automation also stops at onboarding: there are no triggers for project delivery events, and email marketing requires Zapier (also Premier-only).

• Triggers: forms, signing, payments, status changes
• Chained emails, forms, invoices, and to-dos
• Review/approval before sending
• Node-based visual Flow builder (v3.0)
• Premier plan only ($55/month)
• No conditional branching (listed as in progress)
• No webhooks; Zapier gated to Premier
• Automation focused on onboarding, not delivery

Agiled

Visual workflow builder with branching, on paid plans. Agiled's builder maps the entire workflow visually with triggers across deal stages, form submissions, payments, deadlines, and task completion. Conditions branch on data with if/then logic. Actions span CRM, projects, invoicing, and email in a single workflow, with time delays and webhook support. The client onboarding example: proposal signed → project auto-created → welcome email → tasks assigned → first invoice scheduled → 30-day check-in queued, all in one workflow.

• Visual drag-and-drop builder
• Conditional if/then branching today
• Cross-module: CRM, projects, invoicing, email
• Time-based delays and webhooks
• AI agent participation in workflows
• Available on paid plans, not just the top tier

HR and team management

Dubsado

Built for solopreneurs; teams are an afterthought. Dubsado includes 3 user seats on every plan, with tiered pricing beyond that ($25/month for users 4-10, $45/month for 11-20, $60/month for 21-30). But the multi-user experience is thin: team members cannot have separate calendars or email addresses (both announced as coming soon), multi-user workflows are limited, and there is no employee management, attendance, leave tracking, or payroll of any kind.

• 3 seats included on all plans
• Seat tiers: +$25/mo (4-10), +$45/mo (11-20), +$60/mo (21-30)
• No per-member calendars or emails (coming soon)
• No employee management or HR
• No attendance or leave tracking

Agiled

Built-in HR suite. Agiled includes employee profiles, attendance tracking, leave requests and approvals, team roles and permissions, and workload visibility on paid plans. Small teams manage clients and staff in the same platform instead of adding an HRIS.

• Employee profiles and management
• Attendance tracking
• Leave request and approval
• Team roles and permissions
• Workload visibility

Pricing comparison

Dubsado's December 1, 2025 restructure changed the math for new subscribers.

Dubsado pricing (after Dec 2025 increase)

Plan	Monthly	Annual	What changed
Starter	$35/mo	$335/yr	Was $20/mo (+75%)
Premier	$55/mo	$525/yr	Was $40/mo (+38%)

Subscribers who were paying before December 1, 2025 keep the old $20/$40 rates. Add-ons: extra brands $10/month each; seats beyond 3 cost $25-60/month depending on team size. The free trial has no time limit but caps at 3 clients. Payment processing passes through Stripe, Square, or PayPal with no Dubsado markup. For the full fee breakdown, see our Dubsado pricing guide.

Agiled pricing

Plan	Monthly	Users Included
Free	$0	1 limited workspace
Starter	$29/mo	1
Pro	$69/mo	3
Premium	$129/mo	7
Business	$249/mo	15

No added payment processing fees; connect Stripe/PayPal at their standard rates.

Cost analysis

Solo freelancer who needs automation:

• Dubsado: $55/month (Premier, because Starter blocks workflows, scheduling, and Zapier)
• Agiled: $29/month (Starter includes client operations, projects, contracts, invoicing)

Solo freelancer who also manages projects:

• Dubsado Premier + Asana: $55 + $11 = $66/month, two systems
• Agiled Starter: $29/month, one system

Small team of 3:

• Dubsado Premier: $55/month (3 seats included, but no per-member calendars/emails, no PM, no HR)
• Agiled Pro: $69/month (3 seats, full project management, time tracking, HR)

Dubsado's sticker price for a 3-person team is lower, but it covers only the intake half of the business. Once you add the PM tool, time tracker, and any HR tooling Dubsado lacks, the all-in-one is cheaper, and the data lives in one place.

What real users say

Dubsado user feedback

Dubsado users genuinely love the client experience it produces. Recurring praise: hours of admin time saved, polished branded materials, and automation that does not lose the personal touch. The platform has real success stories and a loyal community built over 10 years.

Common complaints from Dubsado users:

• Setup complexity. Initial configuration takes 15-25 hours of template building, form customization, and workflow setup. Capterra reviewers score ease of use at 3.6/5, and a paid industry of Dubsado setup specialists exists because of it.
• The December 2025 price increase. A 75% jump on Starter for new subscribers, with the features most people buy Dubsado for (workflows, scheduling, Zapier) still locked behind Premier.
• Project management stops at onboarding. Users consistently describe pairing Dubsado with Asana or Trello for delivery work.
• Time tracker limitations. Premier-only, and entries lock permanently once applied to an invoice.
• No conditional workflow logic. Different client paths require duplicating entire workflows.
• Two-contact email limitation. Workflow emails cannot go to both members of a couple on one project, a recurring wedding-industry complaint.

Agiled user feedback

Agiled holds a 4.7/5 on G2 (385+ reviews) and 9.8/10 on TrustRadius. 91% of users recommend it.

What Agiled users praise:

• Complete platform with intake, projects, invoicing, and HR in one place.
• Fast setup compared to configuring multiple specialized tools.
• AI features that save time on proposals and emails.
• Responsive support with quick issue resolution.
• Better value with more features included at each tier.

Agiled vs Dubsado: full feature comparison

Feature	Agiled	Dubsado
CRM	Multiple pipelines, custom fields	Project-based, no pipelines
Lead capture forms	Included	1 active form on Starter, unlimited on Premier
Proposals	Drag-and-drop, interactive pricing	Highly customizable; public proposals Premier-only
Contracts	Builder with e-signatures, audit trail	Strong builder, sub-agreements, smart fields
Form customization	Standard branding	Advanced CSS, password protection (deeper)
Invoicing	Builder, recurring, multi-currency	Strong, recurring with autopay, BNPL, tipping
Payment fees	Stripe/PayPal direct, no markup	Stripe/Square/PayPal direct, no markup; ACH 0.8% capped $5
Project management	Kanban, Gantt, dependencies, milestones, templates	Task lists + Kanban view only
Time tracking	All paid plans, editable, auto-invoice	Premier-only, entries lock once invoiced
Expense tracking	Included	Not available
Financial reporting	P&L, tax management	Basic income reporting
Scheduling	Paid plans	Premier-only
Client portal	Branded, project progress visible	Deeply branded, documents/payments only
Automation	Visual builder, if/then branching, paid plans	Strong onboarding flows, Premier-only, no branching
Webhooks	Supported	Not available (Zapier on Premier)
HR	Employee mgmt, attendance, leave	Not available
AI features	Proposal/email drafting, AI agents	None
Mobile	Responsive web	Native app, positioned for occasional use
Free option	Free plan (limited 1-user workspace)	Free trial, unlimited time, 3-client cap
Starting price	$29/mo (Starter, 1 seat)	$35/mo Starter; $55/mo for automation (Premier)
G2 rating	4.7/5 (385+ reviews)	4.3/5 (74 reviews)
Capterra rating	N/A	4.2/5 (3.6/5 ease of use)

When to choose Dubsado over Agiled

Dubsado may be the better choice if:

• Client-facing polish is your top priority. Dubsado's forms, proposals, and portal offer deeper branding control (including custom CSS and password-protected sections) than Agiled. If pixel-perfect branded intake is the core of your client experience, Dubsado leads here.
• You process large invoices over ACH. The 0.8% ACH fee capped at $5 per transaction means a $10,000 invoice costs $5 to process. For high-ticket service businesses in the US, this cap saves real money.
• You want to evaluate without a clock. Dubsado's trial never expires; it caps at 3 clients instead. You can configure everything at your own pace before paying.
• Your business ends at onboarding. If you book, deliver a session, and invoice (without multi-week project delivery), Dubsado's intake automation covers your whole workflow, and you already have project tools you like.
• You collect tips, offer BNPL, or use discount codes. Dubsado supports gratuity, Affirm/Klarna, and discount codes natively.

Who should NOT choose Dubsado

Dubsado is the wrong choice if any of these apply:

• You manage projects after the contract. No Gantt charts, no dependencies, no milestones, no project templates, no budgets. You will buy and maintain a second tool, and re-enter client data into it.
• You bill hourly on a budget. Time tracking requires Premier at $55/month, and locked invoice entries make corrections impossible. Starter has no time tracking at all.
• You need automation without paying for the top plan. Workflows, scheduling, public proposals, Zapier, and QuickBooks/Xero all require Premier. The $35/month Starter is intake forms and invoicing only.
• You run a team. No per-member calendars or email addresses, limited multi-user workflows, and zero HR. Dubsado itself targets 1-10 person businesses.
• You need conditional automation. Workflows cannot branch. Different client paths mean duplicating entire workflows and maintaining them in parallel.
• You want to be up and running this week. Plan for 15-25 hours of setup or the cost of a setup specialist.

When to choose Agiled over Dubsado

Agiled is the better choice if:

• Your business continues past the signed contract. Kanban, Gantt, dependencies, milestones, and project templates handle delivery. Dubsado has no equivalent.
• You bill hourly. Time tracking on all paid plans connects directly to invoicing, and entries stay editable.
• You want automation at the entry price. Agiled includes workflow automation with conditional branching on paid plans instead of gating it to the top tier.
• You need the full financial picture. Expense tracking, P&L reporting, and tax management are included. Dubsado stops at invoicing.
• You have (or are building) a team. Three seats on Pro, plus HR: attendance, leave, roles, and workload visibility.
• You want AI to do the drafting. AI agents draft proposals, emails, and reports. Dubsado has no AI features.
• You want one tool instead of a stack. Agiled replaces the Dubsado + Asana + Toggl + HR-tool combination with one subscription and one database.

Who should NOT choose Agiled

Agiled is the wrong choice if any of these apply:

• You need deep form and portal customization. Dubsado's advanced CSS control, password-protected portal sections, and five form types give it the edge for businesses whose brand lives in their intake experience.
• Large ACH invoices dominate your revenue. Dubsado's $5-capped ACH fee is the best payment deal in this category for US high-ticket businesses.
• You want native tipping, BNPL, and discount codes. Dubsado supports gratuity, Affirm/Klarna, and discount codes natively; Agiled's invoicing does not match all three.
• You rely on a mature creative-industry community. Dubsado has 10 years of templates, tutorials, and specialists oriented around photographers and wedding professionals.

How to switch from Dubsado to Agiled

Switching preserves your client data and consolidates your tool stack.

Step 1: Export your Dubsado data. Export your clients and financial records from Dubsado. Export invoices and payment history for your accounting records.

Step 2: Import into Agiled. Upload contacts via CSV. Standard fields (name, email, phone, company) map automatically.

Step 3: Rebuild your forms and templates. Recreate lead capture forms, proposals, and contracts in Agiled's drag-and-drop builders. Reusable content blocks speed up the rebuild.

Step 4: Set up project templates. This is the part Dubsado never had: create project templates with tasks, milestones, and dependencies for each service. New signed proposals can auto-create projects from them.

Step 5: Recreate your workflows. Rebuild your onboarding flows in Agiled's visual builder, and add the conditional branching Dubsado workflows could not do.

Step 6: Configure your client portal. Set up branding, custom domain, and permissions. Your clients now see project progress, not just documents.

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Final verdict

Dubsado earned its reputation. The intake experience (branded forms, customizable proposals, solid contracts, and onboarding workflows) is genuinely excellent, and the no-markup payment processing with the $5 ACH cap is the best in this category. For solo creatives whose business ends at booking, it remains a strong tool.

But the December 2025 price increase sharpened the core problem: $35/month buys intake forms and invoicing, and $55/month buys the automation, scheduling, and time tracking that Dubsado is actually known for, while still leaving you without project management, expense tracking, conditional workflows, or any team features. The 15-25 hour setup investment and the second tool subscription most users carry push the real cost well past the sticker price.

Agiled covers the entire lifecycle (first inquiry to final delivery) for less. Starter at $29/month costs less than Dubsado Starter and includes more of the business. Pro at $69/month gives a 3-person team project management, time tracking, automation with branching, and HR that Dubsado does not offer at any price.

If your business starts and stops at client onboarding, Dubsado does that half beautifully. If your business continues into delivering the work, Agiled is the more complete and more affordable choice.

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Frequently Asked Questions

Is Agiled cheaper than Dubsado?

For most use cases, yes. Agiled Starter costs $29/month versus Dubsado Starter at $35/month after the December 2025 increase. The gap widens if you need automation: Dubsado gates workflows, scheduling, and Zapier behind Premier at $55/month, while Agiled includes automation on paid plans. Both platforms pass through payment processor fees without markup.

Does Dubsado have project management?

Dubsado has task lists and a Kanban view (added in v3.0), but no Gantt charts, task dependencies, milestones, project templates, or budgets. Most Dubsado users add Asana, Trello, or Monday.com for actual project delivery, which adds $130-300 per user per year.

Did Dubsado raise its prices?

Yes. On December 1, 2025, alongside the Dubsado 3.0 launch, Starter went from $20/month to $35/month (75% increase) and Premier went from $40/month to $55/month for new subscribers. Annual plans are $335/year and $525/year. Subscribers who were paying before that date were grandfathered at the old rates.

Does Dubsado have time tracking?

Since the v3.0 update (November 2025), yes, but only on the Premier plan ($55/month). The Starter plan has no time tracking. Time entries also lock permanently once applied to an invoice and cannot be edited or moved. Agiled includes editable time tracking with one-click invoicing on all paid plans.

Can I switch from Dubsado to Agiled?

Yes. Export your clients and financial records from Dubsado, then import contacts into Agiled via CSV. You will rebuild forms, proposals, and workflows in Agiled's builders, and gain project templates, conditional automation, and time tracking that Dubsado did not have.

Which platform has better automation?

Dubsado's onboarding workflows are mature and well-designed, but they require the Premier plan and cannot branch on conditions; conditional logic is still listed as in progress after the 3.0 rebuild. Agiled's visual workflow builder includes if/then branching, cross-module actions, time delays, and webhooks on paid plans.

Is Dubsado's free trial really unlimited?

Yes, with a catch. The trial never expires, but it caps at 3 clients. You can take as long as you want to configure the platform before subscribing. Agiled instead offers a free plan with a limited single-user workspace and no trial clock.

Does Dubsado charge payment processing fees?

Dubsado adds no markup. You pay the processor directly: Stripe at 2.9% + $0.30 for US cards, ACH at 0.8% capped at $5 per transaction, Square or PayPal at their standard rates. The $5 ACH cap is excellent for large invoices. Agiled also connects to Stripe and PayPal without markup.

Is Dubsado good for teams or agencies?

No. Dubsado targets 1-10 person businesses, and the team experience is thin: no per-member calendars or email addresses (announced as coming soon), limited multi-user workflows, and no HR features. Agiled includes 3 seats on Pro with project management, roles and permissions, attendance, and leave tracking.

How long does Dubsado take to set up?

User reports consistently put initial setup at 15-25 hours of template building, form customization, and workflow configuration. Capterra reviewers rate Dubsado's ease of use 3.6/5, and a paid industry of Dubsado setup specialists exists. Agiled's setup is significantly faster, with minimal mandatory configuration.

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