AgencyPro vs Dubsado
Dubsado is client management software with lead capture forms, proposals, contracts, scheduling, invoices with payment plans, automated workflows and a branded client portal. Plans start at $335 per year.
Feature comparison: AgencyPro vs Dubsado
| Feature | AgencyPro | Dubsado |
|---|---|---|
| Booking and onboarding | ||
| Lead capture forms | Intake forms (Pro) | 1 on Starter, unlimited on Premier |
| Proposals and contracts | Quotes, proposals, contracts (Pro) | Contracts; public proposals on Premier |
| Scheduling | Not offered | Premier |
| Automated workflows | Auto-assign and recurring auto-requests (Pro) | Premier |
| Client onboarding | Every plan | |
| Delivery | ||
| Projects | Requests and projects | Unlimited projects and clients |
| Time tracking | Pro plan and up | Time tracking and reports |
| Service catalog with checkout | Not documented | |
| Support tickets and SLA tracking | Pro plan and up | Not documented |
| Design and video proofing | Versioned proofing (Pro) | Not documented |
| Portal and billing | ||
| Branded client portal | Every plan | Every plan |
| Custom domain | Every plan | Not documented |
| Invoices | Invoices and payment plans | |
| Subscriptions and credit-based services | Not documented | |
| Bookkeeping integration and Zapier | Zapier on Plus | Premier |
| Pricing | ||
| Pricing model | Plan fee + $15 to $30 per extra seat | Annual plan; 3 extra users free, then tiered add-on |
| Free trial | 14 days, no card | 21 days of Premier |
| Mobile app | Web app | |
What each tool costs for your team
Cost per month for AgencyPro and Dubsado at common agency team sizes.
| Team | AgencyPro | Dubsado |
|---|---|---|
| 1 person | $39 Basic / $79 Pro ($32.50 / $65.83 billed annually) | About $28 (Starter) / $44 (Premier) |
| 4 people | $84 Basic / $139 Pro ($70 / $115.83 billed annually) | About $28 / $44 (3 extra users free) |
| 10 people | $174 Basic / $259 Pro ($145 / $215.83 billed annually) | About $69 (Premier + $25 a month for 4-10 extra users) |
Dubsado sells annual plans only ($335 and $525 a year); monthly equivalents shown. AgencyPro: plan price plus (team size - 1) x the extra-seat price, from AgencyPro pricing. Dubsado: from its pricing page. Prices checked October 14, 2026; vendors change plans, so confirm before you buy.
Where AgencyPro is the stronger fit
The situations where agencies pick AgencyPro over Dubsado
A request queue for ongoing work
Clients submit requests in the portal, and on Pro you get tickets, email piping and SLA tracking for retainer support.
Clients can buy services directly
A service catalog with checkout, subscriptions and credit-based services lets clients order work without a new proposal each time.
Creative approvals
On Pro, clients annotate designs and videos and approve versioned deliverables in the portal.
Key differences
Where AgencyPro and Dubsado take different approaches
Booking vs delivery
Team cost
Selling packaged services
Ongoing client requests
The same client job in both tools
For example, booking a new client from inquiry to the first deliverable.
| Step | AgencyPro | Dubsado |
|---|---|---|
| Inquiry | Intake form feeding the leads pipeline (Pro) | Lead capture form |
| Discovery call | Not offered; use your calendar tool | Scheduler (Premier) |
| Proposal and contract | Documents (Pro) | Contracts; public proposals on Premier |
| Onboarding | Onboarding in the branded portal | Workflow sends forms automatically (Premier); branded client portal |
| Invoice | Invoice or subscription paid by Stripe or PayPal | Invoice with a payment plan |
| Ongoing work | Requests, tickets and versioned proofing (Pro) | Projects and time tracking; tickets and proofing not documented |
Frequently asked questions
Common questions about AgencyPro and Dubsado
What is the difference between AgencyPro and Dubsado?
Dubsado is client management software for service businesses: lead capture forms, proposals, contracts, scheduling, invoices with payment plans, automated workflows and a branded client portal. AgencyPro is a client portal and delivery platform for agencies: a service catalog, requests, projects, approvals, tickets and billing. Dubsado excels at booking and onboarding a client; AgencyPro at delivering ongoing work after they sign.
How much does Dubsado cost compared with AgencyPro?
Dubsado lists annual pricing: Starter at $335/year (about $28/month) and Premier at $525/year (about $44/month). Every account includes 3 additional users for free; larger teams pay a monthly add-on starting at $25/month for 4 to 10 users. AgencyPro charges a plan fee with one seat plus a per-seat fee: a 5-person team on Pro pays $79 + 4 x $20 = $159/month. For small teams, Dubsado costs much less.
What does Dubsado Starter leave out?
Dubsado Starter includes client portals, invoicing and payment plans, form and email templates, a calendar connection, the mobile app and 1 active lead capture form. Automated workflows, scheduling, public proposals, bookkeeping integration and Zapier are on Premier only.
Is Dubsado good for agencies with retainers and ongoing requests?
Dubsado handles recurring billing through invoices and payment plans and tracks projects per client, but its strength is the booking and onboarding flow. Agencies with steady streams of client requests usually need a request queue, tickets and approvals. AgencyPro includes requests on every plan, and tickets, SLA tracking, credit-based services and versioned proofing on Pro.
Can I migrate from Dubsado to AgencyPro?
Partly. AgencyPro's CSV importer brings in clients and services. Forms, contracts, proposals, workflows and invoices are not imported automatically, so export what you need from Dubsado for your records and rebuild templates in AgencyPro. On the Plus plan, the AgencyPro team helps plan and run the migration.
AgencyPro or Dubsado: which fits your agency?
AgencyPro vs Dubsado compares a delivery portal for agencies with a client management tool built around booking. Dubsado automates lead capture forms, proposals, contracts, scheduling and invoices with payment plans, and gives clients a branded portal. AgencyPro is built for the work after the contract: requests, projects, tickets, approvals and recurring billing.
Dubsado is much cheaper for small teams: Premier costs $525 a year and includes 3 additional users for free. AgencyPro charges per seat but adds a service catalog, credit-based services, tickets with SLA tracking and versioned proofing.
If most of your admin time goes into booking and onboarding new clients, Dubsado fits. If it goes into handling a steady stream of client requests, AgencyPro fits better.
Who should choose Dubsado
- Service businesses whose main workload is booking, onboarding and contracts
- Small teams of up to 4 people who want the lowest annual cost
- Businesses that rely on scheduling and automated workflows
- Teams that want a mobile app for client management
Who should choose AgencyPro
- Agencies handling ongoing client requests on retainer
- Productized agencies selling through a service catalog with checkout
- Creative teams that need annotated, versioned approvals
- Agencies that want a custom domain for the client portal
Bottom line: pick the tool that handles your most common client workflow with the fewest workarounds. AgencyPro pricing is a plan fee plus a per-seat fee for each extra team member (see AgencyPro pricing), so price both tools at your real team size before you decide. If Dubsado already covers how you onboard, deliver to and bill clients, switching may not be worth the migration work.
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Test AgencyPro with one real client workflow
Set up one client, one service and one invoice during the trial, then compare it with how you run the same work in Dubsado today.
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