Dubsado is a capable all-in-one platform for independent service professionals. But if structured client onboarding is your primary challenge, you may be paying for a lot of features you don't need. This guide breaks down their pricing and helps you decide.
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The figures below are approximate. Dubsado periodically adjusts pricing — always verify at dubsado.com/pricing before committing.
| Plan | Annual billing (approx.) | Monthly billing (approx.) | Key inclusions |
|---|---|---|---|
| Starter | ~$17/mo (annual) | ~$20/mo (monthly) | Unlimited clients, full feature access, 1 user |
| Business | Higher annual rate | Higher monthly rate | Multiple team members, advanced support |
Prices are approximate and may not reflect active promotions or regional variations. Verify at dubsado.com.
Dubsado bundles a wide feature set into its plans. Every subscriber pays for the full platform — there's no way to purchase just the onboarding or contract management capability on its own. Here's what that subscription covers and where the gaps are for onboarding-focused teams.
| Feature | Included in Dubsado? | Notes for onboarding-focused teams |
|---|---|---|
| Client CRM | Yes | Lead tracking, contact management |
| Lead capture forms | Yes | Embedded web forms for new enquiries |
| Proposals | Yes | Branded proposals sent to prospects |
| Contracts and signatures | Yes | E-signatures on agreements |
| Invoicing and payments | Yes | Stripe / Square integration |
| Scheduling | Yes | Appointment and meeting booking |
| Workflows and automations | Yes | Triggered sequences of actions |
| Client portal | Yes | Branded hub for client documents |
| Required-step enforcement | No | Clients can proceed without completing all steps |
| Cross-client completion dashboard | No | No aggregate view across all active onboardings |
| Compliance-grade audit trail | No | Activity logs, not timestamped evidence records |
The core tension: Dubsado's pricing assumes you'll use the whole platform. If onboarding is your primary pain point — getting clients to complete intake, upload documents, sign agreements, and confirm required information before work begins — you're still paying for CRM, lead forms, invoicing, scheduling, and proposals. For teams with those needs already covered elsewhere, that's redundant spend.
A direct comparison for teams whose core need is onboarding execution.
| Dubsado | ClientEnforce | |
|---|---|---|
| Starting price | ~$17/mo (annual) | Free — no card required |
| Free plan | No (3-client trial only) | Yes — up to 5 active onboardings |
| Primary focus | Full business management CRM | Client onboarding execution only |
| Required-step enforcement | No — flexible progression | Yes — required steps block progression |
| Automated reminders | Workflow automations available | Automatic until every task is complete |
| Audit trail | Activity log | Full timestamped evidence trail per client |
| Compliance export | Not purpose-built | PDF evidence pack per onboarding |
| Client portal access | Requires client login | Secure link — no account, no login |
| Cross-client dashboard | Per-client project view | Portfolio-level completion view |
| E-signatures | Yes | Yes |
| Document collection | Yes | Yes |
| Invoicing and payments | Yes — built in | No — pair with your billing tool |
| Lead capture and CRM | Yes — core feature | No — pair with your existing CRM |
| Setup time | Hours to days | Under 20 minutes, first template same day |
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ClientEnforce plan details: /pricing
ClientEnforce is built entirely around getting clients through onboarding. Starts free. Live in 20 minutes. No credit card required.
Common questions about Dubsado pricing and whether it's the right fit for your team.
Dubsado's pricing is approximately $20/month on monthly billing or around $17/month (billed annually at ~$200/year) for their Starter plan, with their Business tier at higher pricing. These figures are approximate — check dubsado.com for current pricing and any active promotions before purchasing.
Dubsado offers a free trial that allows you to add up to three clients before requiring a paid subscription. There is no ongoing free tier. Once you exceed the trial limit you need to upgrade to a paid plan to continue using the platform.
All Dubsado plans include access to their full feature set: client management (CRM), lead capture forms, proposals, contracts, invoicing, payment processing, scheduling, workflows/automations, and client portals. The key differentiator between tiers is typically team member access and support level rather than feature gating.
Dubsado is designed primarily for independent service professionals — photographers, designers, coaches, and similar solo operators. Agencies with multiple team members managing simultaneous onboardings often find Dubsado's structure limiting: it does not enforce required onboarding steps, does not offer a cross-client completion dashboard, and its audit trail is not compliance-grade. Teams running five or more active onboardings simultaneously tend to benefit from a dedicated onboarding platform.
Yes, if your primary use of Dubsado is getting clients through an intake and onboarding process. ClientEnforce handles required-step enforcement, document collection, e-signatures, automated reminders, and a full timestamped audit trail — all purpose-built for onboarding. It does not replace Dubsado's invoicing, proposals, or scheduling features. Many teams run ClientEnforce alongside their existing billing tool.
