Dubsado Pricing: How Much It Costs & Which Plan Is Right for You
Investing in Dubsado? Let’s Talk Plans, Pricing, and What You’re Getting
Thinking about signing up for Dubsado but not totally sure which pricing plan makes sense for you? Whether you’re curious about the free trial, wondering how much Dubsado costs, or trying to figure out what features you’ll actually use, this guide has you covered.
I’ll break down everything from current Dubsado pricing, what each plan includes, how the free trial works, and whether the Premier plan is worth the upgrade. Because let’s be honest—figuring out which features you really need (and which ones you won’t touch for six months) can get overwhelming fast.
How the Dubsado Free Trial Works (And Why It’s Actually Worth Using)
If you want to try Dubsado without a long-term commitment, their free trial is actually pretty generous. Instead of a 7- or 14-day trial (like most CRMs), Dubsado gives you access to the platform until you’ve worked with three clients.
No time limit, no credit card required.
That means you can build real client projects inside Dubsado, test forms, set up automations, and see if it fits your workflow before spending a cent. It’s a great option for side-hustlers, new service providers, or anyone who wants to explore without a “buy now” deadline hanging over them.
When you’re ready to sign up, save my affiliate code ‘martine30’ for 30% off!
Dubsado Pricing Plans Compared: Starter vs Premier Features + Cost
Once your free trial is up, it’s decision time: which Dubsado plan makes the most sense for you? You’ve got two options: the Starter and the Premier. And while they share some powerful features, there are key differences in automation, integrations, and how hands-off you can be.
Below, we’ll break down exactly what you get in each Dubsado pricing tier so you can confidently choose the one that fits your current biz stage (and budget).
the dubsado starter plan
The Starter plan is Dubsado’s more affordable option. It’s a great fit if you’re focused on streamlining your admin without diving into advanced tools right away. It’s priced at $20/month, which is half the cost of the Premier plan, but still includes a long list of features that save you serious admin time.
With the Dubsado Starter plan, you can:
- Manage unlimited projects & clients,
- Set up payment plans & send automated invoices
- Customize canned email templates
- Create proposals, contracts, questionnaires, and lead capture forms
- Build branded client portals
- Get paid through Stripe, Square, Klarna, Affirm, or PayPal
- Capture inquiries with one lead capture form
- View basic bookkeeping reports
the dubsado premier plan
The Premier plan is the full bells-and-whistles experience—priced at $40/month, and built for service-based businesses that are ready to go all-in on automation. You’ll get everything in the Starter plan, plus next-level tools that make it easy to scale and simplify your workflows, like:
- Automated workflows
- Built-in schedulers
- Multiple lead capture forms
- Public proposals
- Time tracking & invoice integration
- Bonus integrations
Upgrading from Starter? Here’s What the Dubsado Premier Plan Adds
So, you’ve dipped your toes in with Dubsado’s Starter plan, and now you’re wondering what that bump in cost actually gets you with the Premier plan. If you’re looking to fully automate your client experience (without losing your personal touch), these upgrades are worth the extra investment.
Automated Workflows
This is where Dubsado Premier really earns its price tag. Workflows let you build out automated sequences based on triggers (like signing a proposal or booking a call). That means your client signs a contract? Bam—invoice, proof of payment, and onboarding email sent automatically.
By setting up workflows for every stage of your business, including initial inquiries, booking, onboarding, project, and offboarding, your clients feel supported at each step, but you don’t have to stay up late triple-checking that an email went out.
Workflows can be tricky to understand because you have to map and streamline your project processes before speaking Dubsado’s language. But I take care of all of this in my Dubsado VIP Experience (plus so much more).
Built-In Scheduling
Dubsado’s scheduler integrates directly with your calendar and replaces third-party tools like Calendly or Acuity (or worse…manual scheduling). You can attach a lead capture form if you want clients to hop on a call right away, require payment at the time of booking if you offer paid consultations, and keep everything inside your CRM instead of bouncing clients between platforms.
Heads-up: If you’re a coach or need advanced scheduling features like recurring sessions or group bookings, you might still want to integrate a separate scheduler. But for more copywriters, designers, and photographs, this built-in option does the trick.
Public Proposals
This one’s for my set-it-and-forget-it business owners. If you offer packages that don’t require a sales call, the Premier plan lets you publish “Public Proposals”. They’re basically a direct booking flow that lives on your website or in an email. Clients can choose a service, sign the contract, and pay, all without a single DM or inbox ping.
A dream for anyone tired of “quick calls.”
Multiple Lead Captures
The Starter plan only gives you one lead form. While this works for many creatives, having multiple lead capture forms allows you to customize the form to different services. If you want to ask different questions for different services, the Premier plan allows you to create multiple forms with customized questions.
Additional integrations
The Dubsado premier pricing plan also offers bonus integration options with other tools you might use. I’m talking:
- Quickbooks or Xero for bookkeeping
- Zoom for calls
- Zapier for basically everything else
These integrations let you extend Dubsado’s superpowers without having to leave the platform. Whether you’re trying to simplify your scheduling, sync your finances, or create next-level automations, Premier opens the door.
Time trackeD invoicing
Run your business by the hour? Offer whitelabel support to other businesses? The Premier plan includes a built-in time tracker that lets you log hours and instantly turn them into invoice, making hourly billing easy to manage.
Can I change pricing plans once I've set up Dubsado?
Absolutely! And it’s one of my favourite things about Dubsado. Whether you’re starting with the Dubsado free trial, testing the waters with the Starter plan, or diving headfirst into Premier, the platform is built to grow with your business.
You can upgrade (or downgrade) your Dubsado pricing plan at any time. So if you’re just getting started, it makes total sense to use the Starter plan while you set up your workflows and systems. Then, when you’re ready to tap into features like advanced automations, schedulers, and multiple lead capture forms, switching to Premier is easy.
Dubsado even lets you add extra brands to your main account and additional users at low costs. It’s truly set up for businesses of all sizes.
Already Using a CRM? Dubsado’s Free Migration Makes the Switch Easy
Worried about the headache of moving everything over? Good news: Dubsado’s Free Form Migration service makes it painless.
If you’re switching from an alternative CRM platform, like HoneyBook or Moxie, Dubsado will transfer your 10 forms of your choice. All you need is a paid plan (the free trial doesn’t qualify) and an approved application.
Of course…switching CRMs is also the perfect time to hire a Dubsado Certified Specialist to finesse your client experience, automate your processes, and refine all your forms, proposals, and documents. Just sayin.
Is the price of Dubsado really worth it?
Short answer? Yes. Long answer? Also yes, and here’s why:
The Dubsado Premier plan costs $40/month, but it can save you hours every week in admin work. And if time is money (which it is), that adds up fast. Take web designer Samara Bortz, after setting up her Dubsado, she saved around 10 hours a week on admin tasks. If she had hired a virtual assistant to do that work, it would’ve cost her almost $9,000 a year.
I’ve worked with dozens of business owners just like Samara who were drowning in email threads, manual scheduling, and “oops, forgot to invoice” moments. After setting up Dubsado properly? They’re onboarding faster, automating more, and making their client experience so seamless that they feel confident charging premium rates.
Ready to Try Dubsado? Start with the Free Trial or Jump Right In?
If you’re ready to see what Dubsado can do for your business, start with the free trial! No time limit, no credit card required, just your first three clients.
Already know you want the full feature set? Jump into a paid plan and use my affiliate code martine30 for 30% off.
Need setup help? I offer done-for-you Dubsado setups in a VIP Week format so you can take advantage of all the Dubsado features right away.