Dubsado is client management software for service businesses. It is good at onboarding paperwork you can shape to your process: customizable lead capture forms, proposals, contracts and email templates, invoices with payment plans and a client portal on both plans, with 3 additional users included.
Agencies usually start looking when they need scheduling and automated workflows without paying for Premier, when team fees grow, or when most of their work happens after onboarding. The seven tools below cover those cases, from close swaps for Dubsado's client flow to tools built for agency delivery.
Automations and scheduling are Premier only. Scheduling, automated workflows, public proposals, Zapier and the bookkeeping integration need Premier ($525/yr). Starter also allows only 1 active lead capture form.
Team fees as you grow. After the 3 included users, teams of 4-10 pay an extra $25/mo, 11-20 pay $45/mo and 21-30 pay $60/mo.
Delivery lives in another tool. Dubsado focuses on getting a client booked, signed and paid. Agencies running ongoing deliverables usually add another tool for requests, file approvals and capacity.
How we compared: on published features and pricing from each vendor's own site, checked Oct 14, 2026. We did not run hands-on tests or use ratings. AgencyPro is our product, so it is listed first, with its limits. Agiled is made by ZTABS, the company behind AgencyPro.
A direct replacement covers the main job agencies use Dubsado for. A partial replacement covers part of it, so you keep or add another tool for the rest. Prices are US list prices from each vendor's pricing page; confirm before you buy.
1. AgencyPro: best for agencies that want onboarding and ongoing delivery in one portal
AgencyPro is a client portal, project and billing tool for agencies. On Pro it covers intake forms, a leads pipeline, quotes, proposals and contracts with e-signatures and invoicing, then carries on into delivery: client requests, tickets, versioned proofing, time tracking and capacity. Its pricing page does not list a booking scheduler or payment plans on invoices, and it has no form-and-workflow builder like Dubsado's, so it is a partial replacement if you rely on those.
Key features
Branded client portal with custom domain, messaging, file storage and client onboarding (Basic)
Quotes, proposals and contracts with e-signatures, a leads pipeline and intake forms (Pro)
Invoicing with Stripe (cards, ACH, wallets) or PayPal, payment reminders and late fees
Client requests, tickets, SLA tracking and capacity management (Pro)
Design and video annotation with versioned proofing and approvals (Pro)
AI Assistant, Agents and Chatbot on every plan
Pricing
Basic $39/mo, Pro $79/mo and Plus $149/mo billed monthly ($32.50, $65.83 and $124.17 per month billed annually). Each plan includes 1 seat; extra seats are $15 (Basic), $20 (Pro) or $30 (Plus) per month. Enterprise is priced by quote. AgencyPro pricing, checked Oct 14, 2026.
Pros
Unlimited clients and no per-client fees on every plan
Covers the work after onboarding that Dubsado leaves to other tools: requests, proofing, time tracking and capacity (Pro)
Portal branding and a custom domain from Basic ($39/mo)
Cons
No booking scheduler or invoice payment plans are listed on its pricing page
Intake forms, proposals and contracts need Pro ($79/mo); Basic covers the portal, projects and invoicing
Each extra seat costs $15 (Basic), $20 (Pro) or $30 (Plus) per month; Dubsado includes 3 additional users
The CSV importer brings in clients and services only; forms, workflows and history are rebuilt by hand
Choose it if onboarding is only the start of the work and you want proposals, contracts, invoices and delivery in the same client portal.
2. HoneyBook: best for a simpler setup with payments and contracts on the entry plan
HoneyBook covers the same inquiry-to-payment flow as Dubsado with less setup: lead forms, proposals, contracts with e-signature, invoices, online payments and a client portal are on every plan, and Essentials adds a scheduler and automations. The trade-offs are team-member caps by plan and availability in four countries.
Key features
Lead forms, proposals, contracts with e-signature, invoices, online payments and a client portal on every plan
Scheduler and automations from Essentials
HoneyBook AI on every plan
QuickBooks Online integration from Essentials; Zapier and Calendly integrations
Pricing
Starter $29/mo, Essentials $49/mo and Premium $109/mo billed annually. Starter cannot add team members, Essentials allows up to 2 and Premium is unlimited. Card processing starts at 2.7% + 10 cents; ACH transfers are 1.5%. HoneyBook pricing, checked Oct 14, 2026.
Pros
Proposals, contracts, payments and a client portal on Starter ($29/mo billed annually)
Scheduler and automations from Essentials ($49/mo billed annually), where Dubsado needs Premier
30-day free trial with no card
Cons
Starter cannot add team members, Essentials allows up to 2, and unlimited team members need Premium ($109/mo billed annually)
HoneyBook says it supports professionals in the US, Canada, UK and Australia only
Less control over form and workflow design than Dubsado
Choose it if you are in one of HoneyBook's four countries, your team is small, and you want scheduling and automations without building them from scratch.
3. Bonsai: best for small teams that also bill by tracked time
Bonsai covers proposals, contracts, invoicing, payments, scheduling and a client portal on Essentials, and adds time tracking and task management on every plan. It is priced per user, so cost follows your headcount instead of Dubsado's team-size bands.
Key features
Invoicing, payments, proposals, contracts, scheduling and a client portal from Essentials
Time tracking and task management on every plan
Premium adds workload management and removes Bonsai branding
Elite adds custom permissions, timesheet locking and expense markups
Pricing
Per user: Basic $9, Essentials $19, Premium $29 and Elite $49 per month billed annually ($15, $25, $39 and $59 billed monthly). Elite needs at least 3 users. Bonsai pricing, checked Oct 14, 2026.
Pros
Scheduling on Essentials ($19/user/mo billed annually), where Dubsado needs Premier
Time tracking, tasks and expense tracking alongside proposals and invoices
Premium adds workload management, a deals pipeline, profit reports and QuickBooks and Xero integrations
Cons
Per-user pricing: 6 people on Essentials cost 6 x $19 = $114/mo billed annually
Basic ($9/user/mo) has no invoicing, contracts or client portal
4. Agiled: best for CRM, documents and invoicing with seats included by plan
Disclosure: Agiled is made by ZTABS, the same company that makes AgencyPro. The facts here come from Agiled's own pricing and features pages, the same standard as every other tool.
Agiled combines CRM and deal pipelines, forms, proposals and contracts with e-signing, invoices and estimates, scheduling pages, projects and time tracking. Seats come bundled by plan (3 on Pro, 7 on Business), and the branded client portal and custom domain are included from Business.
Key features
CRM with deal pipelines, projects and tasks, time tracking, invoices, estimates and expenses
Proposals and contracts with e-signing, scheduling pages, forms and tickets
Branded client portal, custom domain and custom SMTP included from Business
Seats included by plan: 1, 3, 7 or 15
Pricing
Starter $24, Pro $59, Business $99 and Scale $199 per month billed annually, with 1, 3, 7 and 15 seats. Extra seats are $20/mo on Pro and up. On Starter and Pro the branded portal is a $15/mo add-on (billed annually). Agiled pricing, checked Oct 14, 2026.
Pros
Business ($99/mo billed annually) includes 7 seats, the branded portal, custom domain, subscriptions and QuickBooks and Xero
Scheduling pages, forms and tickets alongside proposals and contracts
API and Zapier from Pro ($59/mo billed annually, 3 seats)
Cons
Starter caps you at 500 contacts, 10 projects, 100 invoices and 5GB of storage
On Starter and Pro the branded portal is a $15/mo add-on (billed annually)
The pricing page lists annual prices only
Choose it if you want CRM, documents, invoicing and scheduling in one app for a team of 3 to 7 people.
Direct replacement
5. Plutio: best for freelancers and small studios that want every feature on every plan
Plutio puts projects, proposals, contracts, invoices, scheduling, forms, time tracking and a client portal on every plan, so scheduling and forms are not held back for a top tier the way they are on Dubsado Starter. The limits are on people and clients: Core is solo with 9 active clients, and Pro includes 30 contributors.
Key features
Projects, tasks, proposals, contracts, invoices, scheduling, forms and time tracking on every plan
Client portal on every plan, with white-label as an add-on on Core and Pro
No Plutio transaction fees on invoices
Pricing
Core $19/mo (solo, 9 active clients), Pro $49/mo (30 contributors, unlimited clients) and Max $199/mo (unlimited contributors, white-label included), billed monthly. Annual billing is about $15, $39 and $159 per month. Plutio pricing, checked Oct 14, 2026.
Pros
Scheduling, forms and time tracking on every plan
Pro ($49/mo) includes 30 contributors and unlimited active clients
No Plutio transaction fees; only your payment processor charges
Cons
Core is solo only and limited to 9 active clients
White-label is an add-on on Core and Pro; it is included on Max ($199/mo)
After the 7-day trial, an unpaid account can view its data but cannot create new projects or invoices
Choose it if you are a freelancer or small studio and want Dubsado's client flow plus projects and time tracking at a flat price.
6. Moxie: best for solo freelancers who want the lowest price
Moxie (formerly Hectic) covers projects, invoicing, proposals and contracts, time tracking, meeting schedulers and a custom form builder on Starter. Pro adds a white-labeled client portal, a custom domain and workflow automations, and Teams adds up to five team members. It is the lowest-cost option here for one person.
Key features
Projects, invoicing, proposals and contracts, time tracking, meeting schedulers and a custom form builder on Starter
Pro adds a white-labeled client portal, a custom domain, workflow automations and unlimited project collaborators
Teams adds up to five team members with full workspace access
Pricing
Starter $10/mo, Pro $20/mo and Teams $32/mo billed annually ($120, $240 and $385 per year), or $12, $25 and $40 billed monthly. Teams covers up to five team members. Moxie pricing, checked Oct 14, 2026.
Pros
Starter ($10/mo billed annually) includes proposals, contracts, invoicing, schedulers and forms
Workflow automations and a white-labeled portal on Pro ($20/mo billed annually)
Unlimited project collaborators on Pro and Teams
Cons
Teams ($32/mo billed annually) is the top plan and lists up to five team members, so larger teams do not fit
The client portal, custom domain and automations are not on Starter
Choose it if you work alone or with a few collaborators and want proposals, contracts and scheduling for the lowest price.
Partial replacement
7. SuiteDash: best for a white-label portal and CRM with unlimited staff at a flat price
SuiteDash is a white-label client portal and CRM with unlimited clients and staff on every plan. It covers invoicing, subscriptions, projects, appointment scheduling and email marketing; proposals and documents with e-signing are on Thrive, and automations and FLOWs onboarding need Pinnacle. It is a partial Dubsado replacement because its pricing page does not break every module down by plan, so check your onboarding flow during the trial.
Key features
Unlimited CRM contacts, staff and client portals on every plan, with white-labeling and a custom-branded mobile app
Modules for invoicing, subscriptions, projects and tasks, time tracking, appointment scheduling and file sharing
Email marketing on Start; drip autoresponders, proposals, deal pipelines and client-side live chat on Thrive
Pinnacle adds the automation toolkit, FLOWs onboarding, support tickets, an LMS and task dependencies
Pricing
Start $19/mo, Thrive $49/mo and Pinnacle $99/mo ($180, $480 and $960 per year). Storage is 100GB, 500GB and 2TB; extra storage is $5/mo per 250GB. Unlimited clients and staff on every plan. SuiteDash pricing, checked Oct 14, 2026.
Pros
Unlimited clients and staff on every plan, so Dubsado-style team fees do not apply
White-labeling and a custom-branded mobile app on every plan
14-day trial at Pinnacle level with no card
Cons
Proposals start on Thrive ($49/mo); automations and FLOWs onboarding are Pinnacle only ($99/mo)
The pricing page does not break every module down by plan
A broad toolkit, so expect more setup to rebuild a Dubsado workflow
Choose it if your team is growing, you want a white-labeled portal and CRM, and you do not want to pay per seat.
Example for a 6-person agency, at list prices checked Oct 14, 2026. Dubsado Premier: $525/yr (about $44/mo) plus the $25/mo team fee for 4-10 users, about $69/mo in total. HoneyBook Premium (unlimited team members): $109/mo billed annually. Bonsai Essentials: 6 x $19 = $114/mo billed annually. AgencyPro Pro: $79 + 5 x $20 = $179/mo billed monthly. Agiled Business: $99/mo billed annually with 7 seats and the branded portal. Plutio Pro: $49/mo billed monthly with 30 contributors. Moxie Teams lists up to five team members ($32/mo billed annually), so check whether 6 people fit. SuiteDash Thrive: $49/mo with unlimited staff. Dubsado is cheaper for onboarding alone; AgencyPro costs more because it also runs delivery.
How to choose a Dubsado alternative
Onboarding parity
List the forms, contracts and payment schedules you use today and check each one on the plan you would buy. Proposals need Pro on AgencyPro, Essentials on Bonsai and Thrive on SuiteDash.
Scheduling and automations
Dubsado keeps both on Premier. HoneyBook includes them from Essentials, Bonsai has scheduling from Essentials, Plutio on every plan and Moxie automations from Pro. AgencyPro does not list a booking scheduler.
Price at your team size
Dubsado charges a team fee by band. Compare per-user (Bonsai), per-extra-seat (AgencyPro, Agiled), capped (HoneyBook, Moxie) and unlimited-staff (SuiteDash) pricing at your real headcount.
Delivery after onboarding
If clients send requests or approve files every week, give that more weight than proposal templates.
Setup time
Rebuilding forms and workflows takes time in any tool. Ask what the vendor helps with during migration.
When to stay with Dubsado
Your bottleneck is onboarding paperwork and Dubsado's forms and workflows already run it.
You are on Premier and the automations are built and working.
Project delivery happens in another tool your team likes.
Notes by agency type
What to weigh first when you replace Dubsado, by the kind of work you do.
For marketing agencies
Weigh recurring billing, a place for clients to submit requests and approve content, and a clear view of how much retainer work is left each month. Campaign reporting usually stays in a dedicated analytics tool.
Test how clients leave feedback on files. Pinned comments on images and versioned approvals save more time than any task view. Check whether proofing is on the plan you can afford.
Dubsado covers the contract and the invoice, not file review. AgencyPro Pro includes design annotation with versioned approvals; with the other tools, check how clients comment on files before you switch.
Look for recurring tasks that recreate each month, subscription billing, and a portal where clients see what was delivered. Rank tracking and audits stay in your SEO tools.
Prioritize milestone billing, change-request tracking and time tracking against estimates. If your developers live in GitHub or Jira, check the integration before anything else.
Web projects run long after the contract. If you track change requests and time against a budget, compare AgencyPro, Bonsai and Agiled on requests and time tracking.
Multi-discipline teams need capacity planning across people and a review flow that handles images, video and documents. Budget tracking per project matters once you run fixed-fee work.
Proposals, contracts with e-signature, hourly or retainer billing and a secure place to share documents carry more weight than detailed task boards.
Consultancies that mostly need proposals, contracts and invoices are well served by Dubsado, HoneyBook or Agiled. Add AgencyPro if clients also submit requests during the engagement.
Fast client approvals on press releases and a shared record of what was sent and when. Media databases and monitoring are separate tools in almost every stack.
Monthly content approvals and subscription billing come first. Scheduling and publishing usually stay in a social media tool, so check that the two can live side by side.
A mix of build projects and ongoing retainers means you need both milestone and recurring billing, plus a ticket or request queue for store fixes after launch.
Start with your client list: export it from Dubsado if it offers a CSV export, or build the CSV by hand. AgencyPro's CSV importer accepts clients and services. Projects, tasks, files and comment history are not imported automatically, so recreate active projects and leave closed ones archived in Dubsado. On the Plus plan, AgencyPro's migration service helps with setup. Run both tools side by side until your active projects close.
What is the best Dubsado alternative for agencies?
It depends on why you are leaving. For the same client flow with less setup, HoneyBook. For proposals and contracts plus time tracking and scheduling, Bonsai or Plutio. For onboarding plus agency delivery (requests, proofing, capacity), AgencyPro, which is our product. For a solo freelancer on a budget, Moxie.
How much does Dubsado cost?
Starter is $335 per year and Premier is $525 per year. Both include 3 additional users. Larger teams pay a monthly team fee: $25 for 4-10 users, $45 for 11-20 and $60 for 21-30. Extra brands are $10/mo each.
Is there a free version of Dubsado?
Dubsado offers a 21-day free trial of Premier with no credit card. Its pricing page does not list a permanent free plan.
What is easier to use than Dubsado?
HoneyBook is usually quicker to set up, with proposals, contracts, payments and a portal on its Starter plan and a scheduler and automations from Essentials. Plutio and Moxie also put most features on their entry plans.
Is Dubsado a CRM?
It covers CRM basics for service businesses: leads, forms, proposals, contracts and invoices. If you need deal pipelines, Agiled includes them on every plan and Bonsai on Premium.
Can I import my data into AgencyPro?
Partly. AgencyPro's CSV importer accepts clients and services. Projects, tasks, files and comment history are recreated by hand, and the Plus plan includes a migration service to help with setup.
Sources and date checked
Every price, plan limit and feature on this page comes from the vendor's own website, checked Oct 14, 2026. AgencyPro facts come from the AgencyPro pricing page. Vendors change plans often, so confirm on their site before you buy.
For social media agencies
Monthly content approvals and subscription billing come first. Scheduling and publishing usually stay in a social media tool, so check that the two can live side by side.
How social media agencies use AgencyPro