Dubsado

Dubsado is a client management platform built for creative service businesses. It brings together lead forms, proposals, contracts, invoices, scheduling and client workflows so that each client moves through one process. Most of the work happens inside a single login.

You set up a lead form and an automated sequence of emails, forms and tasks that runs when someone inquires. Once a client says yes, you can send a proposal, contract and invoice together and set up payment reminders. Scheduling links let clients book calls, and a client portal keeps files and questionnaires in one branded place.

• Branded lead intake forms
• Proposals, contracts and e-signatures
• Invoices and payment plans
• Scheduling for calls and sessions
• Client portal and questionnaires

Freelancers and small studios in photography, design, coaching and similar fields who handle many client projects. It suits people who want to replace a patchwork of separate tools.

The site invites you to start for free, so you can test the setup before you commit. Paid plans are needed for full use, and pricing is listed on the website. Setting up workflows takes some time at first, but they can save repeated admin later.