15 Best Dubsado Alternatives in 2025: Complete Comparison Guide

Managing a service-based business requires juggling multiple tasks—from client communication and project management to invoicing and contract signing. Dubsado has been a popular choice for freelancers and small business owners looking for an all-in-one business management solution.

However, the CRM landscape has evolved dramatically. The global CRM market is expected to reach $97.90 billion by 2025, with 91% of companies with 10 or more employees now using CRM systems. This explosive growth has brought numerous Dubsado alternatives that may better suit your specific needs, budget, or workflow preferences.

Whether you find Dubsado’s learning curve too steep, its pricing misaligned with your budget, or its features lacking for your specific use case, you’re not alone. Many businesses are actively seeking alternatives that offer better value, simpler interfaces, or more specialized features for their industry.

In this comprehensive guide, we’ll explore 15 of the best Dubsado alternatives available in 2025. We’ve analyzed each platform based on features, pricing, ease of use, and suitability for different business types to help you make an informed decision.

Key Takeaways

• Taskip is the top Dubsado alternative for digital agencies and freelancers seeking an all-in-one solution with client portals, project management, and invoicing

• HoneyBook offers excellent automation for creative professionals and service providers

• Bonsai is ideal for freelancers needing strong contract and financial management features

• ClickUp provides the most robust project management capabilities with a generous free plan

• 17hats delivers solid value for solopreneurs who need scheduling, invoicing, and workflow automation

• Most platforms offer free trials ranging from 7 to 30 days, allowing risk-free evaluation

• Businesses using CRM software experience an average 300% increase in conversion rates

What Should You Look for in Dubsado Alternatives?

Before diving into specific platforms, it’s essential to understand the key criteria that make a business management tool effective. Not all CRM tools are created equal—what works perfectly for one business might fall short for another.

1. Pricing and Value

For many businesses, pricing is one of the most significant factors when evaluating alternatives to Dubsado. Look for platforms that offer flexible pricing options, such as tiered plans or pay-as-you-go models. Many tools provide free plans with basic features or free trials that let you test before committing.

Consider not just the monthly cost but also the overall value—factor in how many team members can use the platform, storage limits, and whether essential features are locked behind higher tiers. The best CRM investments deliver an average ROI of $8.71 for every dollar spent.

2. Ease of Use

A CRM tool should simplify your processes, not complicate them. If you’re spending more time learning the software than serving clients, it’s not the right fit. When exploring Dubsado alternatives, prioritize platforms with clean, intuitive interfaces, drag-and-drop functionality, and helpful onboarding resources.

This is especially important if you’re not tech-savvy or lack resources for extensive training. Research shows that 50% of sales leaders say their CRM could be easier to use, with 18% claiming this causes them to lose opportunities or revenue.

3. Comprehensive Feature Suite

The features a CRM offers significantly impact your workflow. While Dubsado includes invoicing, contracts, and automation, some businesses need additional or specialized functionalities. Consider what your business truly needs:

• Invoicing and Payments: Automated billing with online payment options

• Client Portals: Dedicated spaces for clients to view projects, files, and updates

• Scheduling: Built-in calendar tools for appointment booking

• Workflow Automation: Time-saving automation for repetitive tasks and reminders

• Reporting and Analytics: Data-driven dashboards for business insights

• Contract and Proposal Management: E-signatures and document templates

4. Integration Capabilities

A good CRM should work seamlessly with the tools you’re already using. Whether your business relies on Google Workspace, QuickBooks, Stripe, or Mailchimp, choose a platform that offers native integrations. Studies show that 87% of companies now use cloud-based CRM platforms, making integration capabilities more important than ever.

5. Scalability

Your business might be small now, but what happens when you grow? A CRM should scale with your needs, supporting additional team members, multiple projects or businesses, and larger volumes of clients or data. Scalability ensures you won’t need to switch tools as your business expands.

Quick Comparison: Top Dubsado Alternatives

Platform	Starting Price	Free Trial	Client Portal	Key Highlight
Taskip	Free plan available	30 days	✅ White-label	Replaces up to 8 tools
HoneyBook	$19/month	7 days	✅ Yes	Strong automation + polished client experience
Bonsai	$25/month	7 days	❌ No	Legally-vetted contracts + tax prep assistance
ClickUp	Free plan available	Free forever plan	❌ No	1,000+ integrations; multiple view options
17hats	$15/month	7 days	❌ No	All-in-one for solo business owners
Plutio	$19/month	14 days	✅ White-label	Highly adaptable workspaces and branding
FreshBooks	$7.60/month	30 days	❌ No	Double-entry accounting + expense tracking
Bitrix24	Free (unlimited users)	Free forever plan	❌ No	Most comprehensive free plan available
Agency Handy	$49/month	7 days	✅ White-label	Embeddable service catalog for websites
OneSuite	$29/month	—	✅ White-label	Lead Grabber browser extension
Salesmate	$29/month/user	15 days	❌ No	Built-in email, SMS, and phone integration
Bloom	$9/month	—	✅ Yes	Core CRM features at affordable pricing
Studio Ninja	$16/month	30 days	❌ No	Photography-specific workflow templates
vcita	$29/month	14 days	✅ Branded	BizAI assistant for automated replies
ManyRequests	$99/month	14 days	✅ White-label	Centralized request management system

The 15 Best Dubsado Alternatives in 2025

We’ve thoroughly analyzed the market to bring you the most comprehensive list of the best Dubsado alternatives. Each platform has been evaluated based on features, pricing, target audience, and overall value.

1. Taskip — Best Overall Dubsado Alternative

Taskip stands out as the premier Dubsado alternative for digital agencies, freelancers, and small to medium businesses. This all-in-one agency management and client portal platform consolidates numerous business tools into a single, intuitive system—replacing up to 8 different applications.

What makes Taskip exceptional is its laser focus on solving the real challenges service-based businesses face daily. From lead management to client onboarding, invoicing, and team collaboration, Taskip streamlines every aspect of running a professional services business.

Key Features:

• White-Label Client Portal: Provide clients with a branded space to view project updates, access files, and communicate seamlessly

• Integrated Sales Pipeline: Create and track leads, tasks, events, and calls for streamlined business growth

• Invoice Management: Create, send, and track one-time and recurring invoices with automatic reminders

• Proposal and Contract Management: Send proposals for digital signatures with customizable templates

• Ticket Management System: Handle client support requests efficiently with real-time communication

• Team Collaboration: Assign tasks, manage team members, and collaborate on projects from one dashboard

• Document Management: Store, share, and collaborate on documents with clients and team members

• Folder-Based Organization: Organize projects using an intuitive folder system for clear workflow management

Pricing:

Taskip offers flexible pricing with a free plan available. Paid plans start competitively, with Professional plans including white-label capabilities, custom domains, and advanced features. A 30-day free trial is available with no credit card required, plus a 30-day money-back guarantee.

Best For:

Digital agencies, marketing agencies, design studios, software development teams, freelancers, and any service-based business looking to consolidate multiple tools into one platform.

Why Choose Taskip:

Users consistently praise Taskip for its comprehensive feature set, user-friendly interface, and cost-effectiveness. One user noted, “This serves as an all-in-one agency management solution for me. From handling leads to client onboarding, invoicing, billing, and team assignments—it covers everything.”

2. HoneyBook — Best for Creative Professionals

HoneyBook is an all-in-one business management platform designed specifically for creative entrepreneurs, freelancers, and small businesses. It excels at combining project tracking, invoicing, contracts, and scheduling into a seamless workflow.

Key Features:

• Customizable templates for proposals, contracts, and invoices

• Automated workflow sequences for follow-ups and reminders

• Integrated online payments and scheduling

• Client portal for project visibility

• Mobile app for on-the-go management

Pricing:

Starter: $19/month | Essentials: $39/month | Premium: $79/month. HoneyBook offers a 7-day free trial and a 60-day money-back guarantee.

Best For:

Photographers, designers, coaches, consultants, and creative service providers who need strong automation and a polished client experience.

3. Bonsai — Best for Freelancer Finances

Bonsai positions itself as the operating system for freelancers, with particular strength in legal protection and financial management. Trusted by over 500,000 freelancers and agencies, Bonsai has processed over $1 billion in invoices.

Key Features:

• Legally-vetted contract templates and e-signatures

• Comprehensive invoicing with automatic payment reminders

• Time tracking integrated with billing

• Tax preparation assistance and expense tracking

• Client CRM with project management

• Scheduling and form builders

Pricing:

Starter: $25/month | Professional: $39/month | Business: $79/month. Bonsai offers a 7-day free trial.

Best For:

Freelancers and consultants who prioritize legal protection, financial tracking, and tax management alongside client management.

4. ClickUp — Best for Project Management

ClickUp is a versatile project management and CRM platform known for its rich, highly customizable feature set. It goes beyond simple task tracking, offering unique features designed to boost productivity and streamline workflows.

Key Features:

• Multiple view options: List, Board, Calendar, Gantt, Timeline

• Built-in time tracking and workload management

• Customizable automation and workflows

• Docs and collaborative workspaces

• Goals and OKR tracking

• Extensive integrations with 1,000+ apps

Pricing:

Free Forever: $0 | Unlimited: $7/month per user | Business: $12/month per user | Enterprise: Custom pricing. ClickUp Brain AI is available as an add-on.

Best For:

Teams of all sizes need robust project management capabilities with CRM functionality. Excellent for businesses already using ClickUp for other purposes.

5. 17hats — Best for Solopreneurs

17hats is a business management platform designed specifically for solopreneurs and small business owners who wear many hats. It combines CRM, invoicing, scheduling, and workflow automation in one streamlined interface.

Key Features:

• Lead capture forms and client questionnaires

• Proposals, contracts, and e-signatures

• Online invoicing with payment processing

• Automated workflow templates

• Time tracking and project management

• Integration with Google Calendar and QuickBooks

Pricing:

Essential: $15/month | Standard: $30/month | Premier: $60/month. 7-day free trial available.

Best For:

Solo entrepreneurs, photographers, consultants, and small service providers who need comprehensive business management without team collaboration features.

6. Plutio — Best for Customization

Plutio is a versatile all-in-one business management platform known for its extensive customization options. It combines project management, CRM, invoicing, and client collaboration into a highly adaptable workspace.

Key Features:

• Fully customizable workspaces and branding

• Project management with multiple views

• Client portal with custom branding

• Time tracking and timesheets

• Invoicing and payment processing

• Proposals and contracts with e-signatures

Pricing:

Solo: $19/month | Studio: $39/month | Agency: $99/month. 14-day free trial available.

Best For:

Freelancers and agencies who want maximum control over their workspace appearance and workflow customization.

7. FreshBooks — Best for Accounting Focus

FreshBooks is a cloud-based accounting solution that has earned its place as a Dubsado alternative primarily for businesses prioritizing financial management. It offers intuitive invoicing and expense tracking with project management features.

Key Features:

• Professional invoicing with automatic payment reminders

• Expense tracking and receipt capture

• Time tracking integrated with billing

• Project profitability reports

• Double-entry accounting

• Multi-currency support

Pricing:

Lite: $7.60/month | Plus: $13.20/month | Premium: $24/month. Custom enterprise pricing available.

Best For:

Small businesses and freelancers who prioritize accounting and financial management, but also need basic project tracking.

8. Bitrix24 — Best Free Dubsado Alternative

Bitrix24 offers one of the most comprehensive free plans among Dubsado alternatives. This robust platform combines CRM, project management, communication tools, and document management with generous free-tier features.

Key Features:

• Unlimited users on the free plan

• CRM with sales pipelines and automation

• Task and project management

• Video conferencing and chat

• Document management and storage

• Available in 18 languages

Pricing:

Free: $0 (unlimited users) | Basic: $49/month | Standard: $99/month | Professional: $199/month. Enterprise plans are available.

Best For:

Budget-conscious businesses and startups need comprehensive features without initial investment. Excellent for teams requiring collaboration tools.

9. Agency Handy — Best for Content Agencies

Agency Handy is designed specifically for digital agencies to handle client management, proposal creation, and order tracking. Its service catalog feature allows clients to browse and check out services independently.

Key Features:

• Embeddable service catalog for websites

• Flexible intake and order forms

• Kanban-style order and task tracking

• Client approval workflows

• Automated invoice reminders and recurring billing

• White-label customization

Pricing:

Solopreneur: $49/month | Teams: $99/month | Pro: $149/month. 7-day free trial available.

Best For:

Content agencies, digital marketing agencies, and service businesses with standardized service offerings.

10. OneSuite — Best for Lead Pipeline

OneSuite combines CRM, project management, invoicing, and document templates specifically for digital agencies. Its standout feature is the dedicated lead pipeline with customizable Kanban and List views.

Key Features:

• Advanced lead pipeline management

• Lead Grabber browser extension

• 100+ professional document templates

• White-label client portal

• Project management with multiple views

• Centralized document management

Pricing:

Freelancer: $29/month | Solopreneur: $59/month | Growing Agency: $149/month.

Best For:

Digital agencies focused on lead generation and conversion that need strong pipeline management alongside client work.

11. Salesmate — Best for Sales Teams

Salesmate is a comprehensive CRM platform designed for businesses focused on sales performance. It brings together contact management, sales automation, and communication tools for improved customer engagement.

Key Features:

• Visual sales pipeline management

• Email, SMS, and phone integration

• Smart email tracking and automation

• Customizable pipelines and workflows

• Advanced reporting and analytics

• Mobile app for sales on the go

Pricing:

Basic: $29/month per user | Pro: $49/month per user | Business: $79/month per user. Enterprise pricing available.

Best For:

Sales-driven organizations and businesses where pipeline management and conversion tracking are priorities.

12. Bloom — Best Budget Option

Bloom is a CRM and business management platform designed for creative professionals who need essential features at an affordable price. It focuses on booking management, contract signing, and invoice payments.

Key Features:

• Client portal with project access

• Proposals and contracts with e-signatures

• Invoice management and online payments

• Lead management pipeline

• Scheduling integration

• Workflow automation

Pricing:

Starter: $9/month | Standard: $22/month | Plus: $39/month. Minimum 3-month commitment on starter plans.

Best For:

Budget-conscious creative professionals, photographers, and small service providers who need core CRM features without premium pricing.

13. Studio Ninja — Best for Photographers

Studio Ninja is client management software designed specifically for photographers. While niche, it offers tailored tools for managing photography bookings, contracts, scheduling, and payments.

Key Features:

• Photography-specific workflow templates

• Online booking and scheduling

• Automated emails and reminders

• Contract and invoice management

• Payment processing integration

• Client questionnaires

Pricing:

Starter: $16/month | Pro: $27/month | Master: $40/month. 30-day free trial available.

Best For:

Professional photographers and photography studios who need industry-specific features and workflows.

14. vcita — Best for Service Scheduling

vcita is an all-in-one platform for service-based SMBs that bundles CRM, online scheduling, invoicing/payments, and a branded client portal. Its standout feature is BizAI, an embedded assistant that helps with replies, scheduling, and insights.

Key Features:

• AI-powered automation with BizAI

• Online scheduling with calendar sync

• Branded client portal

• CRM with custom fields and tags

• Marketing automation tools

• Mobile apps for iOS and Android

Pricing:

Kickstart: $29/month | Business: $54/month | Platinum: $93/month. 14-day free trial available.

Best For:

Service providers who rely heavily on appointment scheduling and want AI assistance for routine communications.

15. ManyRequests — Best for High-Volume Requests

ManyRequests is a client portal platform designed for businesses handling high volumes of service requests or work orders. Its request management system makes organizing and tracking service requests efficient.

Key Features:

• Centralized request management

• White-label client portals

• Automated billing and invoice management

• Team collaboration tools

• Custom workflows

• Stripe integration for payments

Pricing:

Basic: $99/month | Core: $149/month | Pro: $249/month. Enterprise pricing available.

Best For:

Agencies and service businesses managing high volumes of client requests that need streamlined intake and tracking.

Why Taskip is the Best Dubsado Alternative?

After analyzing all the alternatives, Taskip emerges as the top choice for several compelling reasons:

All-in-One Solution

Taskip consolidates 8+ business tools into a single platform. Instead of paying for separate subscriptions for project management, invoicing, client portals, CRM, and communication tools, you get everything in one place.

Purpose-Built for Agencies

Unlike generic CRM tools, Taskip was designed specifically for digital agencies and freelancers. Every feature addresses real challenges service businesses face daily—from lead capture to project delivery and payment collection.

Professional Client Experience

The white-label client portal allows you to present a professional, branded experience to clients. They can view project updates, access files, communicate with your team, and make payments—all without seeing third-party branding.

Cost-Effective Pricing

With a free plan available and competitive paid tiers, Taskip offers exceptional value. The 30-day free trial and money-back guarantee let you experience the full platform risk-free.

Active Development

Taskip’s development team regularly releases updates based on user feedback. The platform continues to evolve with new features, ensuring it stays current with industry needs.

Conclusion: Choose the Right Tool for Your Business

Finding the right Dubsado alternative depends on your specific business needs, budget, and workflow preferences. The good news is that the market offers excellent options for every type of service business.

For digital agencies and freelancers seeking a comprehensive, all-in-one solution, Taskip stands out as the clear winner. Its combination of client portals, project management, invoicing, and team collaboration—all with white-label capabilities—makes it the ideal choice for businesses wanting to consolidate tools and present a professional client experience.

Whatever platform you choose, remember that the best CRM is the one you’ll actually use consistently. Take advantage of free trials to test multiple options before making your final decision.

Frequently Asked Questions