Dubsado Review: Pricing, Features, and Limitations (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. The v3.0 rebuild (November 2025) added a global time tracker, Kanban project views, a node-based Flow builder, and a consolidated messaging inbox. Workflow automation and the time tracker require the Premier plan ($525/year, or $55/month). But once a client is onboarded, Dubsado's project management capabilities thin out: there are 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's strengths are concentrated in the intake flow. The v3.0 update (November 2025) added a global time tracker on the Premier plan, which lets you log billable hours, set rates per project, and apply time entries directly to invoices. This was a long-requested addition, though it comes with limitations: once entries are applied to an invoice, they cannot be edited or moved to a different invoice. The Starter plan ($335/year) has no time tracking at all. For project management, there are no Gantt charts, no task dependencies, and no milestone tracking. A Kanban view was added in v3.0, but users still describe it as insufficient for complex project work. There is no expense tracking, no HR, and no financial reporting beyond basic bookkeeping. Setup is notoriously complex. "There are people who literally specialize in Dubsado setup as part of their career," according to one reviewer.

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 on all plans, 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 Kanban view (added in v3.0) with no Gantt, no dependencies, and no milestones.
• Time tracking: Agiled tracks time per task on all paid plans with one-click invoicing. Dubsado added a global time tracker in v3.0, but it is Premier-only ($55/month or $525/year) and entries lock once applied to an invoice.
• Setup complexity: Agiled's setup is straightforward with minimal mandatory steps. Dubsado's setup routinely takes 15-25 hours, and 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 ($55/month or $525/year).
• Pricing: Agiled Pro costs $30/month for 3 users. Dubsado Premier costs $55/month (or ~$44/month annual) for 1 user with 3 additional users included.
• 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, and custom styling. This is one area where Dubsado genuinely leads. (Note: conditional logic is still being rebuilt for v3.0 and is listed as in-progress.)
• 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.

One important caveat with v3.0: conditional logic is still listed as an in-progress feature in the new platform rebuild. Users who rely heavily on conditional form logic should verify the current state before committing. The underlying complexity also means 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 who charge $300-1,500.

• Exceptional form builder with conditional logic (in-progress rebuild for v3.0)
• 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 (15-25 hours typical)

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)

Project management

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

Dubsado

Basic task lists and Kanban, not a full project management tool. Dubsado's v3.0 update added a Kanban view for projects, which was a long-requested feature. The projects list is now a customizable workspace where you can view projects as a table or Kanban board. But the project management depth remains limited. There are no task dependencies, no Gantt charts, no timeline views, no milestones, and no project templates with structured task lists. Individual tasks within a project still lack subtasks, assignees with workload balancing, or due date tracking with automated reminders.

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 in v3.0, November 2025)
• Table view for projects
• No Gantt charts or timeline views
• No task dependencies
• No milestones or project stages
• No subtasks with hierarchy
• Users typically add Asana or 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 with no extra subscriptions and 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

Time tracking and invoicing

If you bill hourly, time tracking needs to connect to invoicing without manual re-entry.

Dubsado

Time tracker added in v3.0, but Premier-only and limited. Dubsado's v3.0 update (November 2025) introduced a global time tracker accessible from the top bar anywhere in the platform. You can add a project, set an hourly rate, start the timer, and track billable hours. The "money making mode" shows earnings in real time instead of elapsed minutes. Time entries can be applied directly to invoices from either the time tracker or the invoice page.

The limitations are significant. The time tracker is only available on the Premier plan ($55/month, or $525/year annual). Starter plan users ($35/month, or $335/year annual) have no time tracking at all. Once time entries are applied to an invoice, they cannot be edited or moved to a different invoice. The tracker is designed for client billing, not employee timesheets or productivity measurement. There is no team-wide time reporting or workload visibility.

Dubsado's invoicing is solid on both plans. You can create branded invoices, set up payment schedules, enable auto-reminders, and accept payments through Stripe, Square, and PayPal. Payment plans auto-generate invoices on schedule. Recurring invoices with autopay are available on both plans.

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%.

• Global time tracker (Premier only, added v3.0)
• Billable hours with per-project rates
• Time entries applied directly to invoices (entries lock after application)
• Branded invoice templates
• Payment schedules and installments
• Auto-reminders
• Recurring invoices with autopay (both plans)
• Stripe, Square, and PayPal processing (2.9% + $0.30 US credit card)
• International payments in 135+ countries
• No time tracking on Starter plan
• No team time reporting or workload views

Agiled

Time tracking connected to invoicing on all paid plans. 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. Time tracking is available on every paid plan starting at $30/month for 3 users, not gated behind a premium tier.

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 with no added markup from Agiled. Tax management and profit-and-loss reporting give you the full financial picture.

• One-click timer on any task (all paid plans)
• Billable vs non-billable separation
• Custom rates per client or project
• Team time reporting and workload views
• 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

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 v3.0 dashboard includes built-in reports with customizable widgets for revenue trends, conversion rates, and project performance.

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 with drag-and-drop stages, no deal values or revenue forecasting, and no advanced CRM analytics beyond the built-in dashboard widgets.

• Client profiles with full history
• Lead status tracking
• Tags and smart filters
• Custom fields
• Document and payment history per client
• Dashboard with revenue and conversion widgets (v3.0)
• No visual deal pipelines
• No deal value tracking or forecasting

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

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 (called "Flows" in v3.0) are available exclusively on the Premier plan ($55/month, or $525/year annual). The Starter plan has zero automation. On Premier, the v3.0 node-based Flow builder makes complex automations easier to visualize and build compared to the older linear workflow system. Flows 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 limitations: workflow emails cannot send to two contacts on one project (a real pain point for wedding vendors working with couples), conditional logic inside workflows is still being rebuilt for v3.0, and there is no project-delivery automation or cross-module automation spanning CRM and financial data.

• Available on Premier plan only ($55/month or $525/year)
• Node-based visual Flow builder (v3.0)
• Client journey automation (inquiry to 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 ($35/month or $335/year)
• Conditional logic in workflows still being rebuilt for v3.0
• Cannot send workflow emails to multiple contacts per project

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)

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 v3.0 consolidated messaging system keeps all client communication in one inbox, sorted by most recent.

The portal reflects Dubsado's design philosophy: it looks good and feels professional. The limitation is that it cannot show detailed project progress, task completion percentages, or delivery timelines because those project management features are limited in the platform.

• Branded client portal (both plans)
• Document and invoice access
• Form completion within portal
• Payment processing
• Scheduling link integration (Premier only)
• Consolidated messaging (v3.0)
• Clean, professional experience
• Limited project progress visibility

Agiled

Fully branded portal with project visibility. Agiled's client portal is fully branded with 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, and what is next. For clients who want transparency without constant email updates, Agiled delivers that.

• Fully branded 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

Scheduling

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

Dubsado

Rebuilt scheduler on Premier plan only. Dubsado's v3.0 update included a rebuilt scheduler that lets clients book appointments based on your availability. Buffer times, appointment types, and intake forms are configurable. Calendar events now automatically appear in both your calendar and the client's calendar. Older reviews reported reliability issues with double-booking, though the v3.0 rebuild addressed several scheduler bugs. The scheduler remains available only on the Premier plan ($55/month or $525/year).

• Appointment scheduling (Premier only)
• Customizable availability
• Buffer times between appointments
• Intake forms before meetings
• Auto-sync to both provider and client calendars (v3.0)
• 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 or PayPal)
• Automated confirmations and reminders
• Branded booking experience

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 scheduling capabilities. You can add team members (3 included free, additional at tiered pricing: $25/month for 4-10 users, $45/month for 11-20 users, $60/month for 21-30 users), but team-oriented features like workload balancing and team time reporting are not available.

• No HR or employee management
• No attendance tracking or payroll
• No expense tracking
• No financial reporting beyond basic bookkeeping
• Limited team collaboration
• Tiered pricing for additional team members

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 or clock-out)
• Leave management with approvals
• Payroll processing
• Expense tracking and categorization
• Profit-and-loss reporting
• Team roles and permissions
• Workload visibility

Pricing comparison

Dubsado pricing (post-December 2025 increase)

Dubsado raised prices in December 2025. Existing paid subscribers keep their old rates. New subscriber pricing:

Plan	Monthly Price	Annual Price	Monthly Equivalent (Annual)
Starter	$35/month	$335/year	~$28/month
Premier	$55/month	$525/year	~$44/month

Additional costs: Team members (3 included free on both plans; 4-10 users: $25/month; 11-20 users: $45/month; 21-30 users: $60/month). Additional brands: $10/month each. Payment processing: 2.9% + $0.30 (US cards), 4.4% + $0.30 (international), 0.8% capped at $5 (ACH).

Starter plan limitations: No workflows/automation, no scheduler, no time tracker, no public proposals, 1 active lead capture form, no QuickBooks/Xero integration, no Zapier.

Premier plan adds: Automated Flows (node-based builder), scheduler, time tracker with invoicing, public proposals, unlimited lead capture forms, Zapier, QuickBooks/Xero, video conferencing, advanced reporting.

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. Time tracking, automation, and scheduling included on all paid plans.

Cost analysis

Solo freelancer needing automation and time tracking:

• Dubsado Premier: $55/month ($44/month annual). Required for automation and time tracking.
• Agiled Pro: $30/month (3 users, full automation and time tracking included)

Small team of 3:

• Dubsado Premier: $55/month ($44/month annual). 3 additional users included.
• Agiled Pro: $30/month (3 users included)

Growing agency of 7:

• Dubsado Premier + 4 extra team members: $55 + $25 = $80/month ($44 + $25 = ~$69/month annual)
• Agiled Premium: $59/month (7 users included)

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

What real users say

Dubsado user feedback

Dubsado holds a 4.3/5 on G2 (74 reviews) and 4.2/5 on Capterra (3.6/5 for ease of use).

Common complaints from Dubsado users:

• Setup takes 15-25 hours, 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.
• v3.0 transition friction. Some users report feeling "immediately assaulted" by the new interface. Migrating existing workflows to the v3.0 Flow builder requires reconfiguring each sequence. Users can temporarily switch back to 2.0 through hello.dubsado.com.
• Time tracker limitations. While the v3.0 time tracker was a welcome addition, it is Premier-only, entries lock once invoiced, and there is no team time reporting.
• Scheduling reliability concerns. Earlier reviews reported the scheduler booking over existing busy slots. The v3.0 rebuild addressed some bugs, but users should verify current reliability.
• No project management for complex work. After onboarding is complete, users still add Asana, Monday.com, or Trello for project delivery. The Kanban view helps with project overview but lacks depth.
• Customer service concerns. A user noted: "Customer service used to be amazing. Now they blame clients when everyone is experiencing the same pain point."
• Workflow email limitation. Workflow emails cannot send to two contacts per project, a significant pain point for wedding vendors working with couples.

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 with 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 with more features, lower price, and more included users.

Agiled vs Dubsado: full feature comparison

Feature	Agiled	Dubsado
CRM	Visual pipelines, deal values, forecasting	Client profiles, tags, lead tracking, dashboard widgets
Forms	Basic form builder	Exceptional forms with conditional logic and branching (logic being rebuilt for v3.0)
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, Stripe/Square/PayPal processing fees
Recurring invoices	Yes (all paid plans)	Yes (both plans, with autopay)
Project management	Kanban, Gantt, dependencies, milestones	Basic tasks, Kanban (v3.0), no Gantt or dependencies
Time tracking	Timer per task, auto-invoice (all paid plans)	Global timer, Premier only (v3.0), entries lock after invoicing
Scheduling	Booking pages (all paid plans)	Rebuilt scheduler (Premier only)
Client portal	Fully branded, project visibility	Branded, documents and payments
Automation	Visual builder (all paid plans)	Node-based Flows (Premier only, conditional logic in-progress)
HR & payroll	Employee management, 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	Basic bookkeeping, dashboard widgets
Custom domain	Yes	Not specified
Setup time	Hours	15-25 hours (often requires paid consultant)
Free plan	1 user, unlimited contacts or projects	No (21-day trial with Premier access)
Starting price (monthly)	Free / $30/mo (3 users)	$35/mo Starter (limited) / $55/mo Premier
Starting price (annual)	Free / $30/mo (3 users)	~$28/mo Starter / ~$44/mo Premier
G2 rating	4.7/5 (385+ reviews)	4.3/5 (74 reviews)

Who should NOT choose Dubsado

Be honest with yourself about these deal-breakers before committing:

• Businesses that need full project management. Dubsado's Kanban view is a project overview tool, not a project management system. There are no Gantt charts, no task dependencies, no milestone tracking, and no subtask hierarchy. If you manage multi-phase client projects with interconnected deliverables, you will need a separate tool (Asana, Monday.com) and will pay $130-300/year per team member on top of Dubsado.
• Anyone who cannot invest 15-25 hours in setup. This is not an exaggeration. The platform is powerful because it is deeply configurable, and that configuration takes real time. If you need to send your first proposal this week, Dubsado will not get you there. Many freelancers hire setup consultants at $300-1,500 on top of the subscription cost.
• Starter plan users who need time tracking or automation. The time tracker, workflow automation, scheduler, and public proposals are all Premier-only. If you sign up for Starter at $335/year expecting these features, you will be disappointed. The jump to Premier ($525/year) is necessary for most of what makes Dubsado compelling.
• Wedding vendors and other professionals who manage couples or multi-contact projects. Dubsado's workflow emails cannot send to two contacts on one project. This is a documented pain point for wedding photographers, planners, and coordinators who need to communicate with both partners.
• Teams that need HR, expense tracking, or financial reporting. Dubsado has no employee management, no expense categorization, and no profit-and-loss reporting. Growing teams that need operational tools will require additional software.
• Users who want a strong mobile experience. Dubsado's mobile app is limited. G2 and Capterra reviewers describe the mobile experience as basically non-existent for serious work. If you manage your business from your phone, Dubsado will frustrate you.

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. (Verify that conditional logic is fully available in v3.0 before committing, as it is listed as in-progress.)
• Your business is purely intake-focused. If your workflow is lead inquiry to questionnaire to proposal to contract to payment to 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's Kanban view is a project overview, not a project management system. You would still need to add Asana or Monday.com.
• You bill hourly and want time tracking on all plans. Agiled's time tracking connects directly to invoicing on every paid plan ($30/month). Dubsado's time tracker requires Premier ($55/month or $525/year) and has limitations (entries lock after invoicing, no team reporting).
• You want faster setup. Agiled's setup takes hours. Dubsado's routinely takes 15-25 hours 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 ($55/month or $525/year).
• 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 ($55/month) includes 1 user plus 3 additional users, but at a higher base price.

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 cannot 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 to contract to payment) with deep customization and beautiful branding. The form builder with conditional logic is genuinely best-in-class, and the v3.0 rebuild added meaningful improvements: a global time tracker (Premier only), Kanban project views, a node-based Flow builder, and a consolidated messaging system.

But Dubsado's depth is narrow. Project management is basic. The time tracker is Premier-only and limited. No expense tracking. No HR. No AI. Setup takes 15-25 hours. And the price ($55/month for Premier with automation and time tracking, or ~$44/month annual) buys you a platform that still requires Asana or Monday.com for complex project work, adding $130-300/year per team member 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, including project management, time tracking on all plans, 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 full project management, time tracking on all paid plans, HR, AI, and expense tracking that Dubsado lacks or restricts to Premier. Agiled also costs less ($30/month for 3 users vs Dubsado's $55/month for Premier). 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 v3.0 (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 complex project work.

Does Dubsado have time tracking?

Yes, as of v3.0 (November 2025). Dubsado added a global time tracker that lets you log billable hours, set rates per project, and apply time entries directly to invoices. The time tracker is available only on the Premier plan ($55/month or $525/year annual). Starter plan users have no time tracking. Limitations include: entries lock once applied to an invoice, no team time reporting, and no support for employee timesheets.

How hard is it to set up Dubsado?

Dubsado's setup is notoriously complex. Users report 15-25 hours of configuration time. There is an entire industry of Dubsado setup specialists who charge $300-1,500 to configure the platform. The v3.0 interface is cleaner but the underlying complexity remains. Agiled's setup typically takes hours with minimal mandatory steps.

How much does Dubsado cost?

Dubsado raised prices in December 2025 for new subscribers. Starter costs $35/month or $335/year ($28/month). Premier costs $55/month or $525/year ($44/month). Both plans include 3 additional users free. The Starter plan does not include workflow automation, scheduling, time tracking, or public proposals. Payment processing adds 2.9% + $0.30 per US card transaction. Existing paid subscribers keep their pre-increase rates.

Does Dubsado have automation?

Yes, but only on the Premier plan ($55/month or $525/year). The Starter plan has no automation at all. Dubsado's v3.0 introduced a node-based visual Flow builder that makes complex workflows easier to build. Flows automate client onboarding sequences by sending proposals, contracts, and invoices automatically. Limitation: conditional logic within workflows is still being rebuilt for v3.0.

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 with the Gantt charts, dependencies, and milestones that Dubsado cannot 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. Note that conditional logic is being rebuilt for Dubsado's v3.0 platform and is listed as in-progress.

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. The v3.0 time tracker on Premier helps photographers who bill hourly for editing sessions. But photographers who manage multi-session projects with interconnected deliverables need project management that Dubsado still lacks. Agiled gives photographers the same intake workflow plus full project management and time tracking on all paid plans in one platform.

Worth a look: Agiled as an alternative

If Dubsado's intake specialization leaves gaps in your workflow, Agiled was built to cover the full business lifecycle, not just lead-to-contract, but project delivery, team management, and business operations.

What Agiled adds beyond Dubsado:

• Full project management with Kanban boards, Gantt charts, task dependencies, and milestones on all paid plans. Dubsado's v3.0 Kanban is a project overview, not a project management system.
• Time tracking on all paid plans at $30/month. Dubsado gates time tracking behind Premier ($55/month or $525/year). Agiled's time tracker connects directly to invoicing with no entry-locking limitations.
• Automation on all paid plans. Dubsado locks automation behind Premier. Agiled includes visual workflow automation starting at $30/month.
• AI-powered proposals and emails. AI agents draft documents based on your past work. Dubsado has no AI features.
• HR and payroll. Employee management, attendance, leave, and payroll for growing teams. Dubsado does not offer this.
• Flat pricing with more included users. Pro plan is $30/month for 3 users. No per-user multiplication and no tiered add-on fees.

Feature	Dubsado	Agiled
Starting price (annual)	~$28/mo Starter, ~$44/mo Premier	Free (1 user), $30/mo Pro
Users included	3 additional free	3 on Pro
Proposals and contracts	Conditional logic, CSS customization	Drag-and-drop + AI
Invoicing	Both plans, Stripe/Square/PayPal	All plans + expenses, no markup
Time tracking	Premier only (v3.0), entries lock	All paid plans, team reporting
Automation	Premier only (Flows)	All paid plans
Project management	Basic Kanban (v3.0)	Kanban, Gantt, dependencies
HR/Payroll	No	Yes
AI features	No	Proposals, emails, reports
Setup time	15-25 hours	Hours

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