Agiled vs Dubsado: Complete Comparison (2026)

Dubsado and Agiled both serve freelancers, creatives, and service businesses — but they solve different halves of the problem. Dubsado is built for the client intake phase: lead capture, proposals, contracts, invoicing, and onboarding workflows. Agiled covers intake and continues into project delivery, time tracking, HR, and business operations.

Dubsado has been on the market for 10 years with over 120,000 users. It positions itself as "software for creative service businesses" and excels at creating polished, branded client experiences through customizable forms, proposals, and contracts. Workflow automation handles client onboarding sequences on the Premier plan ($43.75/month). But once a client is onboarded, Dubsado's capabilities thin out. There is no time tracking, no Gantt charts, no task dependencies, and no expense management. Users routinely add Asana or Trello for 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, payroll, and AI-powered features. The free plan covers 1 user with unlimited contacts and projects. Paid plans start at $30/month for 3 users.

This comparison breaks down every feature category so you can decide whether you need a client intake specialist or a complete business platform.

Quick comparison (TLDR)

Dubsado is a client intake and CRM platform designed for creative freelancers. The forms, proposals, and contract builders are highly customizable with branching logic and conditional fields. Workflow automation on the Premier plan handles onboarding sequences well. The client portal is branded and polished. Payment processing runs through Stripe infrastructure and works in 38+ countries.

But Dubsado stops at intake. There is no time tracking — freelancers billing hourly need a separate app. There is no real project management — no Gantt charts, no task dependencies, no milestone tracking. A basic Kanban view was added in November 2025, but users still describe it as insufficient for complex project work. There is no expense tracking, no HR, and no financial reporting. Setup is notoriously complex — "there are people who literally specialize in Dubsado setup as part of their career," according to one user.

Agiled handles intake (proposals, contracts, invoicing, scheduling) and continues into full project management, time tracking, and business operations. The interface is cleaner and easier to set up. Automation is available on all paid plans. AI agents draft proposals and emails. HR, payroll, and expense tracking are included. For businesses that manage projects after the sale, Agiled eliminates the need for a separate tool stack.

The bottom line: Dubsado excels at creating beautiful, branded client onboarding experiences — if you are willing to invest weeks in setup. Agiled delivers comparable intake features plus full project management, time tracking, HR, and AI at a lower price with faster setup. 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 basic task lists and a recent Kanban view — no Gantt, no dependencies, no milestones.
• Time tracking: Agiled tracks time per task with one-click invoicing. Dubsado has no time tracking at all.
• Setup complexity: Agiled's setup is straightforward with minimal mandatory steps. Dubsado's setup routinely takes weeks — there is an entire industry of "Dubsado setup specialists" who charge to configure the platform.
• Automation availability: Agiled includes automation on all paid plans ($30/month). Dubsado restricts workflows to the Premier plan ($43.75/month).
• Pricing: Agiled Pro costs $30/month for 3 users. Dubsado Premier costs $43.75/month for 1 user.
• HR and payroll: Agiled includes employee management, attendance, leave, and payroll. Dubsado has no HR features.
• AI features: Agiled offers AI agents for proposals, emails, and reports. Dubsado has no AI capabilities.
• Forms: Dubsado's form builder is exceptional — conditional logic, branching, custom styling. This is one area where Dubsado genuinely leads.
• Geographic availability: Both work worldwide. Dubsado's payment processing via Stripe works in 38+ countries.

Proposals, contracts, and forms

This is Dubsado's home turf — the intake document workflow. How does Agiled compare?

Dubsado

Best-in-class forms with deep customization. Dubsado's form builder is its standout feature. Forms support conditional logic, branching paths, custom styling, and smart fields that adapt based on client responses. You can build lead capture forms, questionnaires, proposals, contracts, and intake packages that combine multiple documents into one branded flow.

Contracts include e-signatures, and proposals can embed pricing, contracts, and payment collection into a single document flow. Templates are highly customizable — you control every visual element. The client experience is polished and branded from first contact to signed contract.

The limitation is that this deep customization takes time. Building forms with branching logic, setting up workflows, and configuring templates can take weeks rather than days. Users describe the learning curve as steep, and there is an entire cottage industry of Dubsado setup consultants.

• Exceptional form builder with conditional logic
• Branching paths in forms and questionnaires
• Custom-styled proposals with e-signatures
• Contracts with e-signatures
• Combined intake packages (proposal + contract + invoice)
• Lead capture forms with automatic workflow triggers
• Highly customizable templates and branding
• Steep learning curve for setup

Agiled

Drag-and-drop proposals and contracts with AI assistance. Agiled includes a proposal and contract builder with drag-and-drop editing, reusable templates, and e-signatures. Proposals support interactive pricing tables where clients choose packages or add-ons. Contracts have their own template library with signature fields and custom clauses.

Agiled's form capabilities are simpler than Dubsado's — you will not get the same depth of conditional branching. But the proposals and contracts are more than sufficient for most service businesses, and setup takes hours rather than weeks. AI agents can draft proposals based on your past work and client context. When a client signs, a project can be automatically created with tasks assigned from your template.

• Drag-and-drop proposal builder
• Interactive pricing and packages
• Contracts with e-signatures and audit trail
• Reusable content blocks and templates
• AI-assisted proposal drafting
• Auto-convert to project on signing
• View tracking and analytics
• Faster setup (hours, not weeks)

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Project management

After the contract is signed, where does the actual work get done?

Dubsado

Basic task lists — not a project management tool. Dubsado added a Kanban view in November 2025, which was a long-requested feature. But it remains basic — there are no task dependencies, no Gantt charts, no timeline views, no milestones, and no project templates with structured task lists. The task management is designed for tracking internal to-dos, not managing complex multi-phase client projects.

Most Dubsado users add Asana ($11/user/month), Monday.com ($12/seat/month), or Trello alongside Dubsado for actual project management. This adds $130-300/year per team member in additional costs and creates a disconnect between the client intake system and the project delivery system.

• Basic task lists with due dates
• Kanban view (added November 2025)
• No Gantt charts or timeline views
• No task dependencies
• No milestones or project stages
• No project templates
• No subtasks with hierarchy
• Users typically add Asana/Monday.com separately

Agiled

Full project management suite. Agiled includes Kanban boards, Gantt charts, task lists, milestones, task dependencies, and project templates — all connected to the CRM and proposal workflow. When a client signs a proposal, a project is auto-created with your template's tasks already assigned.

Public Gantt charts let clients see project timelines without full platform access. Time tracked on tasks flows directly into invoices. The visual workflow builder automates task assignment, status changes, and notifications based on project events. Everything lives in one platform — no extra subscriptions, no data silos between intake and delivery.

• Kanban boards and Gantt charts
• Task dependencies and subtasks
• Milestones and project stages
• Project templates with auto-creation from proposals
• Public Gantt charts for client visibility
• Time tracking per task with invoicing
• Visual workflow automation for project events
• File management per project and task

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Time tracking and invoicing

If you bill hourly, time tracking is not optional. It needs to connect to invoicing without manual re-entry.

Dubsado

Invoicing works, but no time tracking at all. Dubsado's invoicing is solid. You can create branded invoices, set up payment schedules, enable auto-reminders, and accept payments through Stripe infrastructure. Payment plans let you split invoices into multiple installments. Recurring invoices are supported on the Premier plan.

But there is zero time tracking. Freelancers billing hourly must use a separate tool (Toggl, Harvest, Clockify), then manually create invoices in Dubsado based on hours tracked elsewhere. This disconnect means double data entry, delayed billing, and potential errors on every invoice.

Payment processing fees run through Stripe: 2.9% + $0.30 per US credit card transaction, 4.4% + $0.30 for international cards, and 0.8% (capped at $5) for ACH transfers. Instant payouts cost an additional 1%.

• Branded invoice templates
• Payment schedules and installments
• Auto-reminders
• Recurring invoices (Premier only)
• Stripe-based processing (2.9% + $0.30 US credit card)
• International payments in 135+ countries
• ACH/bank transfers (US/Canada only)
• No time tracking whatsoever

Agiled

Time tracking connected to invoicing. Agiled's time tracker runs on any task — click start, work, click stop. At the end of the week, generate an invoice from your time logs with one click. Hours are broken down by task and project. Set different billable rates per client or project. Your team's time appears in one view for review before billing.

Invoicing includes a professional builder, recurring billing, expense tracking, credit notes, and multi-currency support. Payments process through Stripe and PayPal at their standard rates — no added markup from Agiled. Tax management and profit-and-loss reporting give you the full financial picture.

• One-click timer on any task
• Billable vs non-billable separation
• Custom rates per client/project
• One-click invoice from time logs
• Professional invoice builder
• Recurring invoices and subscriptions
• Expense tracking and categorization
• Credit notes and multi-currency
• Stripe and PayPal (no added markup)
• Tax management and P&L reporting

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CRM and client management

Both platforms track client relationships, but the CRM depth differs.

Dubsado

Client-centric CRM for service businesses. Dubsado's CRM organizes everything around clients and projects. Each client has a profile with communication history, documents, invoices, and project details. Lead status tracking shows where each prospect sits in your pipeline. Tags and smart filters help organize contacts.

The CRM is designed for the service provider-client relationship. It works well for tracking leads through the booking process. Custom fields are available. The limitation is that there are no visual deal pipelines, no deal values or revenue forecasting, and no advanced reporting on CRM data.

• Client profiles with full history
• Lead status tracking
• Tags and smart filters
• Custom fields
• Document and payment history per client
• No visual deal pipelines
• No deal value tracking or forecasting
• No advanced CRM reporting

Agiled

Visual CRM with deal pipelines. Agiled's CRM gives you multiple deal pipelines with drag-and-drop cards, custom fields, activity timelines, and contact profiles. You can create separate pipelines for different services. Deal values and revenue forecasting help you plan ahead. The CRM connects to projects, invoicing, proposals, and contracts.

AI agents draft follow-up emails based on deal context. The visual workflow builder automates sales sequences with branching logic and time delays.

• Multiple visual deal pipelines
• Custom fields and contact profiles
• Activity timeline with full history
• Deal values and revenue forecasting
• Connected to projects, invoicing, proposals
• Visual workflow builder for sales sequences
• AI-assisted follow-up emails
• Advanced filtering and reporting

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Automation and workflows

Both platforms offer workflow automation, but with significant differences in availability and approach.

Dubsado

Client journey automation on Premier plan only. Dubsado's workflows are available exclusively on the Premier plan ($43.75/month annual). The Starter plan has zero automation. On Premier, workflows automate client journeys from inquiry to project completion: automatically send welcome packets, share proposals, generate invoices when contracts are signed, activate client portals, and deliver resources.

The workflow system supports triggers based on relative dates, project dates, client progress, and scheduler events. You can add approval steps to review emails before they send and add personal notes to critical messages. Lead capture forms can automatically trigger workflows when submitted.

The strength is in the client-facing automation — the onboarding sequence is smooth and branded. The limitation is that workflows focus on the intake flow. There is no project-delivery automation (because there is no real project management), no cross-module automation spanning CRM and financial data, and no branching conditional logic within workflows.

• Available on Premier plan only ($43.75/month)
• Client journey automation (inquiry → onboarding)
• Triggers: dates, client progress, scheduler, form submission
• Approval steps and manual review points
• Automatic proposal, contract, and invoice delivery
• Lead capture form triggers
• No automation on Starter plan ($27.92/month)
• No project-delivery automation
• No branching conditional logic

Agiled

Visual workflow builder on all paid plans. Agiled's automation is available on every paid plan, starting at $30/month for 3 users. The visual builder lets you see entire workflows mapped out with triggers, conditions, and branching paths. Triggers span deal stage changes, form submissions, payments, deadlines, and task completion.

Automation covers the full lifecycle — intake, project delivery, invoicing, and team coordination in a single workflow. AI agents can participate in workflows, drafting documents or suggesting actions. The cross-module capability means one workflow can touch CRM, projects, invoicing, and email.

• Available on all paid plans ($30/month for 3 users)
• Visual drag-and-drop workflow builder
• Multiple trigger types
• Conditional branching with if/then logic
• Time-based delays
• Cross-module automation (CRM + projects + invoicing)
• AI agent integration
• Project delivery automation (not just intake)

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Client portal

Both platforms offer client portals, but the experience and depth differ.

Dubsado

Polished, branded client portal. Dubsado's client portal gives clients access to their project documents, invoices, forms, and scheduling links in a branded space. The portal experience is clean and on-brand. Clients can view their project status, complete outstanding forms, make payments, and communicate with you.

The portal reflects Dubsado's design philosophy — it looks good and feels professional. The limitation is that it cannot show project progress, task completion, or delivery timelines (because those features do not exist in the platform).

• Branded client portal
• Document and invoice access
• Form completion within portal
• Payment processing
• Scheduling link integration
• Clean, professional experience
• No project progress visibility
• No task or timeline tracking

Agiled

Fully branded portal with project visibility. Agiled's client portal is fully fully branded — your logo, colors, and domain. Clients see project progress, tasks, timelines, documents, invoices, and messages. They can approve deliverables, upload files, and make payments. Proposals and contracts appear within the portal.

The depth difference matters. Dubsado's portal shows documents and payments. Agiled's portal shows the actual work — where the project stands, what is done, what is next. For clients who want transparency without constant email updates, Agiled delivers that.

• Full fully branded branding with custom domain
• Project progress and task visibility
• Deliverable approval workflows
• Document sharing and file uploads
• Invoice and payment access
• Proposals and contracts in portal
• Granular permission controls
• Built-in messaging

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Scheduling

Both platforms offer scheduling, but with different availability on plans.

Dubsado

Built-in scheduler on Premier plan only. Dubsado includes a scheduler that lets clients book appointments based on your availability. Buffer times, appointment types, and intake forms are configurable. However, users have reported reliability issues — the scheduler "would still book over existing busy slots," according to one reviewer. The scheduler is only available on the Premier plan.

• Appointment scheduling (Premier only)
• Customizable availability
• Buffer times between appointments
• Intake forms before meetings
• Reported reliability issues with double-booking
• Not available on Starter plan

Agiled

Scheduling on all paid plans. Agiled includes appointment scheduling with customizable booking pages on every paid plan. Availability rules, buffer times, multiple meeting types, and calendar sync with Google and Outlook are included. Paid appointments collect payment at booking. No double-booking issues reported.

• Booking pages on all paid plans
• Multiple meeting types
• Availability rules and buffer times
• Google and Outlook calendar sync
• Paid appointments (Stripe/PayPal)
• Automated confirmations and reminders
• Branded booking experience

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HR, team management, and expense tracking

For businesses growing beyond solo, additional operations matter.

Dubsado

No HR, no expense tracking, limited team features. Dubsado does not include employee management, attendance tracking, leave management, payroll, or expense tracking. Team collaboration features are limited — there are no team calendars or shared email capabilities (listed as "coming soon"). You can add team members (3 included, additional at tiered pricing), but team-oriented features are minimal.

• No HR or employee management
• No attendance tracking or payroll
• No expense tracking
• No financial reporting beyond invoices
• Limited team collaboration
• Team calendars "coming soon"

Agiled

Built-in HR and expense tracking. Agiled includes employee management with attendance tracking, leave management, and payroll. Expense tracking and categorization are built into the finance module. Profit-and-loss reporting gives you business-level visibility beyond just invoices. Team roles, permissions, and workload views are included.

• Employee management and profiles
• Attendance tracking (clock-in/out)
• Leave management with approvals
• Payroll processing
• Expense tracking and categorization
• Profit-and-loss reporting
• Team roles and permissions
• Workload visibility

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Pricing comparison

Dubsado pricing

Dubsado offers two plans billed annually:

Plan	Annual Price	Monthly Equivalent	Key Limitations
Starter	$335/year	$27.92/month	No workflows, no scheduler, no recurring invoices
Premier	$525/year	$43.75/month	Full features, workflows, scheduler

Additional costs: Team members (3 included, tiered pricing after), additional brands ($10/month each). Payment processing: 2.9% + $0.30 (US), 4.4% + $0.30 (international), 0.8% capped at $5 (ACH).

Agiled pricing

Plan	Monthly	Users Included
Basic (Free)	$0	1
Pro	$30/mo	3
Premium	$59/mo	7
Business	$99/mo	15

No added payment processing fees.

Cost analysis

Solo freelancer needing automation:

• Dubsado Premier: $43.75/month (automation requires Premier)
• Agiled Pro: $30/month (3 users, full automation included)

Small team of 3:

• Dubsado Premier + extra team members: ~$50-55/month
• Agiled Pro: $30/month (3 users included)

Growing agency of 7:

• Dubsado Premier + 4 extra team members: ~$75-90/month
• Agiled Premium: $59/month (7 users included)

Plus, Agiled users do not need to pay for separate project management ($11-27/user/month) and time tracking tools — which most Dubsado users require. The total cost difference, including the supplementary tools Dubsado teams add, ranges from $200-1,000+/year.

What real users say

Dubsado user feedback

Dubsado holds a 4.2/5 on G2 (71 reviews) with loyal users who praise the form builder and onboarding workflows.

Common complaints from Dubsado users:

• Setup takes weeks, not days. "It's so hard to set up that there are people who literally specialize in Dubsado setup as part of their career." Many freelancers hire setup consultants ($300-1,500) on top of the subscription.
• No time tracking. Hourly billers must maintain separate tools and manually re-enter data for invoicing.
• Scheduling reliability issues. Users report the scheduler booking over existing busy slots, requiring a separate scheduling tool.
• No project management for actual work. After onboarding is complete, users add Asana, Monday.com, or Trello for project delivery.
• Customer service decline. A user noted: "Customer service used to be amazing. Now they blame clients when everyone is experiencing the same pain point."
• Expensive for what you get. Users describe the platform as "too expensive and heavy" given the features you need to add elsewhere.

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:

• True all-in-one. CRM, proposals, contracts, projects, invoicing, time tracking, and HR in one platform — no tool stacking required.
• Clean interface with fast setup compared to Dubsado's weeks-long configuration.
• AI features that save time on repetitive document creation.
• Responsive support that resolves issues quickly.
• Better value — more features, lower price, more included users.

Agiled vs Dubsado: full feature comparison

Feature	Agiled	Dubsado
CRM	Visual pipelines, deal values, forecasting	Client profiles, tags, lead tracking
Forms	Basic form builder	Exceptional forms with conditional logic and branching
Proposals	Drag-and-drop builder, interactive pricing	Custom proposals with embedded contracts
Contracts	Separate builder with e-signatures	Contracts with e-signatures
Invoicing	Professional builder, credit notes, no markup	Branded invoices, 2.9%+ processing fees
Recurring invoices	Yes (all paid plans)	Yes (Premier only)
Project management	Kanban, Gantt, dependencies, milestones	Basic tasks, Kanban (Nov 2025), no Gantt
Time tracking	Timer per task, auto-invoice	Not available
Scheduling	Booking pages (all paid plans)	Scheduler (Premier only, reliability issues)
Client portal	Fully branded, project visibility	Branded, documents and payments
Automation	Visual builder (all paid plans)	Workflows (Premier only, no branching)
HR & payroll	Employee mgmt, attendance, leave, payroll	Not available
AI features	Proposals, emails, reports	Not available
Expense tracking	Built-in with categorization	Not available
Financial reporting	P&L, tax management	Invoice-level only
Custom domain	Yes	Not specified
Setup time	Hours	Weeks (often requires paid consultant)
Free plan	1 user, unlimited contacts/projects	No (21-day trial)
Starting price	Free / $30/mo (3 users)	$27.92/mo (1 user, limited)
G2 rating	4.7/5 (385+ reviews)	4.2/5 (71 reviews)

When to choose Dubsado over Agiled

Dubsado may be the better choice if:

• Forms with branching logic are critical to your business. Dubsado's form builder with conditional logic, branching paths, and deep customization is genuinely best-in-class. If your business relies on complex client intake forms that adapt based on responses, Dubsado excels here.
• Your business is purely intake-focused. If your workflow is: lead inquiry → questionnaire → proposal → contract → payment → done (with no ongoing project delivery), Dubsado handles this flow with deep customization.
• You want maximum branding control on client-facing documents. Dubsado gives you granular control over every visual element of proposals, contracts, and forms.
• You are willing to invest in setup. If you have the time (or budget for a consultant) to configure Dubsado's deep customization, the end result is a polished, highly branded client experience.

When to choose Agiled over Dubsado

Agiled is the better choice if:

• You manage projects after the sale. Agiled's Kanban boards, Gantt charts, and task dependencies handle multi-week projects. Dubsado has no equivalent — you would need to add Asana or Monday.com.
• You bill hourly. Agiled's time tracking connects directly to invoicing. Dubsado has zero time tracking.
• You want faster setup. Agiled's setup takes hours. Dubsado's routinely takes weeks and often requires paid consultants.
• You want automation on a lower-cost plan. Agiled includes automation on all paid plans ($30/month). Dubsado requires Premier ($43.75/month).
• You need HR, payroll, or expense tracking. Agiled includes all three. Dubsado has none.
• You need AI features. Agiled's AI agents draft proposals and emails. Dubsado has no AI.
• You want a visual CRM with deal pipelines. Agiled gives you drag-and-drop pipelines with deal values and forecasting. Dubsado's CRM is client-profile-based without visual pipelines.
• You want more users for less money. Agiled Pro ($30/month) includes 3 users. Dubsado Premier ($43.75/month) is for 1 user with additional users at extra cost.

How to switch from Dubsado to Agiled

Step 1: Export your Dubsado data. Download your contact list and project data from Dubsado.

Step 2: Import into Agiled. Upload your contacts via CSV. Agiled's import tools map standard fields automatically.

Step 3: Recreate your proposal and contract templates. Use Agiled's drag-and-drop builder to recreate your key templates. While you will not replicate Dubsado's deepest form branching logic, most proposal and contract templates transfer in a fraction of the time.

Step 4: Set up project management. Create project templates with task lists, milestones, and dependencies — the project structure Dubsado could never provide.

Step 5: Configure your workflows. Build automation in Agiled's visual workflow builder. Take advantage of cross-module automation and AI assistance.

Step 6: Cancel your supplementary tools. With Agiled handling projects, time tracking, and invoicing, you can cancel separate subscriptions to Asana, Toggl, or other tools you used alongside Dubsado.

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Final verdict

Dubsado and Agiled serve different needs. Dubsado is a client intake specialist — it does the first half of the business lifecycle (lead → contract → payment) with deep customization and beautiful branding. The form builder with conditional logic is genuinely best-in-class.

But Dubsado stops there. No time tracking. No real project management. No expense tracking. No HR. No AI. Setup takes weeks. And the price ($43.75/month for Premier with automation) buys you a platform that still requires Asana, Toggl, and possibly an HR tool — adding $200-1,000+/year in supplementary costs.

Agiled covers the full lifecycle — intake, project delivery, time tracking, invoicing, HR, and payroll — in one platform that sets up in hours, not weeks. The form builder is simpler than Dubsado's, but the proposals, contracts, and automation are more than sufficient. AI agents save time on repetitive work. And the pricing ($30/month for 3 users with full features) includes everything Dubsado charges extra for and everything Dubsado cannot do at all.

If you need the deepest possible form customization and your business is purely intake-focused, Dubsado's form builder is hard to beat. For everything else — project management, time tracking, HR, AI, faster setup, and better value — Agiled is the clear choice.

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Frequently Asked Questions

Is Agiled better than Dubsado?

For most service businesses, yes. Agiled includes project management, time tracking, HR, AI, and expense tracking that Dubsado lacks. Agiled also costs less ($30/month for 3 users vs Dubsado's $43.75/month for 1 user with automation). Dubsado's advantage is its form builder with conditional logic and deep intake customization — if that is your primary need, Dubsado excels there.

Does Dubsado have project management?

Dubsado has basic task lists and added a Kanban view in November 2025. But there are no Gantt charts, no task dependencies, no milestones, no project templates, and no timeline tracking. Most Dubsado users add a separate project management tool like Asana or Monday.com for actual project work.

Does Dubsado have time tracking?

No. Dubsado has no time tracking feature. Freelancers billing hourly must use a separate tool (Toggl, Harvest, Clockify) and manually re-enter hours when creating invoices in Dubsado.

How hard is it to set up Dubsado?

Dubsado's setup is notoriously complex. Users report it takes weeks of configuration. There is an entire industry of Dubsado setup specialists who charge $300-1,500 to configure the platform. Agiled's setup typically takes hours with minimal mandatory steps.

How much does Dubsado cost?

Dubsado offers two plans: Starter at $335/year ($27.92/month) and Premier at $525/year ($43.75/month). The Starter plan does not include workflow automation, scheduling, or recurring invoices. Payment processing adds 2.9% + $0.30 per US card transaction.

Does Dubsado have automation?

Yes, but only on the Premier plan ($43.75/month). The Starter plan has no automation at all. Dubsado's workflows automate client onboarding sequences — sending proposals, contracts, and invoices automatically. The limitation is no branching conditional logic and no project-delivery automation.

Can I switch from Dubsado to Agiled?

Yes. Export your contacts from Dubsado and import via CSV into Agiled. Recreate your proposal and contract templates in Agiled's drag-and-drop builder. Set up project management templates — the project structure Dubsado could not provide. Most users complete the migration in a few days.

Which platform has better forms?

Dubsado's form builder is superior for complex forms with conditional logic, branching paths, and deep customization. Agiled has a functional form builder, but it does not match Dubsado's depth for intake questionnaires with adaptive paths.

Does Dubsado have a free plan?

No. Dubsado offers a 21-day free trial with full Premier access (no credit card required). After that, you must subscribe. Agiled offers a permanently free plan for 1 user with unlimited contacts and projects.

Which platform is better for photographers?

Dubsado is popular with photographers because of its beautiful client-facing forms and contracts. But photographers who manage multi-session projects and bill hourly need time tracking and project management that Dubsado lacks. Agiled gives photographers the same intake workflow plus project management and time tracking in one platform.

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