| | $7/month (Solo plan, single user) | $19/month (Start plan, $15/month annual) | $28-44/month (Starter plan, Dec 2025 pricing) | $36/month (Starter, $29/month annual) | $15/month (Basic, $9/month annual) | $12/month (Starter, $10/month annual) |
| No free plan (14-day trial available) | | No free plan (14-day trial) | No free plan (21-day trial) | No free plan (7-day trial) | No free plan (trial available) | No free plan (14-day trial) |
| | | | 21-day free trial (all Premier features) | 7-day trial + 60-day money-back guarantee | | |
Manage projects and tasks | Fully flexible project and task setup you can shape to your workflow | Project management with tasks, Kanban, and Gantt views | Flexible project management with multiple modules | Projects with task boards | Projects with task lists and pipeline | Basic project and task management | Projects with Table, Kanban, and Timeline views |
Project roles and permissions | Control exactly who can view or edit each part of a project | Basic team member roles (Admin and Member) | You can control project access using roles and permission rules | 3 fixed roles (Basic, Accountant, Admin) | 5 team roles with project access control | 4 fixed roles (PMs cannot view financials) | 4 project access levels (full, read-only, overview, hidden) |
| Unlimited boards to run parallel workflows in the same project | Multiple project boards with Kanban view | You can create multiple boards, but each must be configured manually | You cannot use task boards | You cannot use task boards | Strictly restricted to 1 board per project | |
Embeddable project boards | Live project boards embedded into client portals or websites | No embeddable project views | You cannot embed live project boards externally | You cannot embed project views | You cannot embed project views | Embedding live project boards is not supported | No embeddable project boards |
| Read-only public links for sharing progress without risk | Client portal shows project progress (not direct board sharing) | You can share projects using permission-based access | You can share via the client portal only | You can share projects via the client portal only | Portal access only (no public read-only links) | Client portal access only (no public links) |
Project stages and milestones | Define custom project lifecycles for different types of work | Project milestones and task statuses | You can define stages and milestones per project | You can use project statuses, but no milestones | You can use pipeline stages, but they are predefined | Milestones with Gantt chart visualization | Custom task statuses (no formal milestones) |
Connected proposals, contracts, and invoices | Everything related stays connected to the project automatically | Proposals, contracts, and invoices linked to projects | Modules are separate but can be linked manually | Proposals, contracts, and invoices live inside projects | Integrated via Smart Files | Manual linking (no automatic project integration) | Proposals auto-convert to contracts and projects |
Custom project data fields | Track, sort, filter, and report on custom project data | Basic custom fields on projects | | | | Text, number, date, URL (no filtering) | Custom fields on CRM objects (limited on tasks) |
| Drag-and-drop tasks across customizable columns | Kanban board view for tasks | You can view and manage tasks in Kanban boards | Kanban view added in Dubsado 3.0 (Nov 2025) | You cannot view tasks in a kanban board | Kanban view (limited customization) | Kanban board view included |
| Bulk-edit tasks like a spreadsheet | Table view for tasks and projects | You can view records in tables, but columns and behavior are rigid | Table view is the default task display in Dubsado 3.0 | You cannot view tasks in a table | Basic table view (no bulk editing) | |
| Clean task lists with clear hierarchy | | You can manage tasks in a standard list view | You can manage tasks in simple lists | You can view projects in a list | Simple list view with basic sorting | No dedicated list view (table view used instead) |
| See tasks and deadlines on a calendar | Calendar view for tasks and events | You can see tasks and deadlines on a calendar | You can see deadlines and appointments on a calendar | You can see bookings on a calendar | Calendar view for tasks and deadlines | Homebase calendar with task dates |
| Plan work visually with task order and dependencies | Gantt chart view for project timelines | No native Gantt chart view | You cannot view work on a gantt chart | You cannot view work on a gantt chart | Gantt chart with drag-and-drop | Timeline view functions as Gantt chart |
| Break work down into multiple nested levels | Subtasks supported within tasks | You can break tasks into subtasks | You cannot split tasks into subtasks | You cannot split tasks into subtasks | Nested subtasks supported | Subtasks as checkboxes (single level, not nested) |
| Turn emails into tasks without manual copying | No email-to-task conversion | | You cannot create tasks from emails | Not supported (email sync only) | No email-to-task conversion | No email-to-task conversion |
| Keep discussions tied directly to each task | | You can comment directly on tasks | You cannot comment on tasks | You cannot comment on tasks | Comments stay attached to tasks only | Comments and @mentions on tasks |
| Store files directly on the task they belong to | File attachments on tasks | You can attach files directly to tasks | You can upload files, but not attach them to tasks | You can share files, but not attach them to tasks | File attachments (no file manager) | File attachments (50 MB limit per file) |
| Define priority levels that fit your workflow | Task priority levels (Low, Medium, High, Urgent) | You can assign priorities to tasks | You cannot set task priorities | You cannot set task priorities | | No native priority levels |
Task labels & color coding | Use unlimited labels to visually organize tasks | Task labels and color coding | You can label and color-code tasks | You cannot label or color-code tasks | You cannot label or color-code tasks | No color coding (labels only) | No native labels or color coding |
| Assign tasks to one or multiple teammates | Multiple assignees per task | You can assign multiple people, but coordination is manual | You cannot assign tasks to multiple people | You cannot assign tasks to multiple people | One assignee per task (no multi-assign) | Single assignee per task only |
| Reuse task-level structures across projects | Project templates with tasks (limited template count on lower plans) | You can reuse task templates | You can reuse workflows and form templates | You cannot reuse task templates | Task templates with dependencies | Project templates with tasks included |
| Control access at the individual task level | Team-level permissions (not per-task permissions) | Permissions are controlled by roles, not per-task rules | You cannot set permissions per task | You cannot set permissions per task | Project-level only (no task-level) | 4 access levels per project (not per task) |
| Prevent work from starting out of order | Basic task dependencies in Gantt view | Task dependencies require Pinnacle plan ($99/month) | You cannot link tasks together | You cannot link tasks together | Waiting on, Blocking, Related to | Basic task dependencies (limited configuration options) |
| Automate repeating work with flexible schedules | Recurring tasks supported | You can create recurring tasks | You cannot create recurring tasks | You cannot create recurring tasks | Daily, weekly, monthly, milestones | Daily, weekly, monthly, yearly recurring tasks |
| Add task-level fields for tracking custom details | Basic custom fields on tasks | | | | Custom fields (text and number only) | Custom fields on CRM objects (limited on tasks) |
| Easily track time using timers or manual entries | Built-in time tracker with start/stop timer | You can track time using timers or manual entry | Built-in time tracker (Premier plan only, enhanced in 3.0) | Basic time tracking (manual entry on desktop, stopwatch on mobile) | Timer and manual time entry | Start/stop timer and manual entry |
| Log time directly against tasks and subtasks | | You can track time directly on tasks | Time tracker available (Premier plan) | Project-level only, no task-level tracking | Limited to task-level only (no subtask tracking) | Track time by client, project, and task |
| See time spent per project and per client | | You can track total time per project | Time tracked per project (Premier plan) | Time tracked at project level | | Track time at project level |
| Clearly separate billable and non-billable time | Billable and non-billable time categorization | You must manually define what counts as billable | Billable hours logged to invoices (Premier plan) | Billable time tracking available | Billable and non-billable categorization | Billable and non-billable toggle on time entries |
| Turn tracked time into invoices without extra steps | Convert tracked time to invoices | Tracked time can be invoiced with manual confirmation | Tracked time can be added to invoices (Premier plan) | Invoice from time logs (desktop only) | One-click invoice from time entries | Auto-populate invoices from tracked hours |
| View detailed time reports by task, project, or client | Timesheet reports available | You can generate detailed time reports | Basic time logs (Premier plan) | Basic time logs per project | Detailed timesheet reports | Time views by project, client, and month (no exportable reports or filters) |
| See how each team member tracks their time | Team time tracking (limited on lower plans) | You can view time logs per team member | You cannot see team time reports | Team members can log time on shared projects | Per-member timesheets with locking | Team time logging (no approval workflow) |
Create and send proposals | Create proposals clients can review, approve, and sign in one flow | Create and send proposals to clients | Proposals with line items and attachments | Proposals with pricing tables | Smart files combine proposals and contracts | Customizable proposals with e-signatures | Drag-and-drop proposal builder |
Drag-and-drop proposal builder | Create custom, branded proposals without layout limits or code | Template-based proposal editor (not full drag-and-drop) | You can edit proposals visually, but layout control is complex | You can build proposals using drag-and-drop forms | You can edit sections, not free drag-and-drop) | Visual editor (no true drag-and-drop) | Drag-and-drop with templates |
Reusable proposal templates | Reuse proven proposal layouts across clients | Reusable proposal templates | You can use prebuilt proposal templates | You can use proposal templates | You can use proposal templates | Industry templates plus custom templates | Pre-built professional templates |
Real-time proposal analytics | See exactly when proposals are opened and reviewed | Basic view tracking on proposals | You can see status changes, not detailed viewing analytics | You cannot see proposal view analytics | You can see when a proposal is viewed | | No view tracking or engagement analytics |
Live messenger on proposals | Answer questions directly while clients review proposals | | You cannot message clients inside proposals | You cannot chat inside proposals | You cannot chat inside proposals | No live chat in proposals | Client comments directly on proposals |
| Move from proposal to contract, invoice, or booking automatically | Basic status-based automation | Limited proposal-to-booking flow | You can add proposal items like services or products | Complete Smart Files flow | Proposal-contract link only (no scheduler) | Auto-convert to contract and project on approval |
Convert proposal to invoice | Create invoices directly from approved proposals | Convert accepted proposals to invoices | You can convert proposals to invoices with manual steps | Accepted proposals create invoices | Accepted proposals create invoices | Auto-generate invoice from accepted proposal | Auto-create invoice when agreement is signed |
| Offer upsells and add-ons directly inside proposals | No packages or add-ons in proposals | You can create packages using configuration rules | You can offer packages and add-ons | You can offer packages and add-ons | Packages with single, multi-select options | No interactive pricing tables or package selection |
Interactive pricing tables | Let clients choose options before approving | Basic pricing tables in proposals | Pricing tables exist but do not update dynamically | Pricing updates based on selections | Pricing updates dynamically | Static pricing only (no client selection) | No interactive pricing tables |
Dynamic data and variables | Auto-fill proposal content with client and project data | Basic placeholders for client and company data | You can use variables to auto-fill proposal content | | | Basic smart fields (limited variables) | Basic merge fields (no dynamic data blocks) |
| Automatically expire proposals after a set date | Expiration dates on proposals | You can set proposal expiration dates | You cannot set proposal expiry dates | You can set proposal expiry | Manual expiry dates (no automation) | Expiration dates not confirmed in documentation |
| | | You can download proposals as PDFs | You can download proposal PDFs | You can download proposal PDFs | Basic PDF export (limited branding) | Contracts stored in client profile (no standalone PDF export documented) |
| Create reusable proposal sections you can reuse on demand | Template sections reusable (not standalone content blocks) | You can reuse content via templates, not blocks | You can reuse form sections | You can reuse proposal sections | Reusable blocks not supported (templates only) | No reusable content blocks |
Legally binding e-signatures | Collect secure electronic signatures on proposals | E-signatures on proposals | Clients can sign proposals online | Clients can sign documents online | | Basic e-signatures (limited audit trail) | E-signatures on proposals |
Custom proposal data fields | Create custom proposal data you can sort, filter, and report on | | Custom fields available with configuration | | | Text and date custom fields only | Merge fields for client and project info (no sortable custom data) |
Create and sign contracts | Create, send, and sign contracts in one continuous flow | Create contracts with e-signatures | | Contract creation with automation | Smart files combine contracts and invoices | Legally vetted templates with e-signatures | Legally vetted contract templates |
Drag-and-drop contract builder | Create fully custom contracts with flexible layouts, no code or formatting limits | Template-based contract editor (not full drag-and-drop) | Contracts use structured templates, not free-form builders | You can build contracts using form blocks | You cannot visually build contracts | Visual editor (no full drag-and-drop) | Pre-built legal templates |
Legally binding e-signatures | Collect secure signatures with audit trails and signer verification | E-signatures on proposals | Contracts support legally binding signatures | Contracts support legal e-signatures | Contracts support legal e-signatures | Legally binding e-signatures | E-signatures on contracts with audit trail |
Multi-signature / signees | Collect signatures from multiple people on the same contract | Multiple signers supported | You can add multiple signers to contracts | You can collect multiple signatures, setup is limited | You can collect multiple signatures, with fixed roles | Multiple signers and recipients | Single signer per contract (no multi-party signing) |
Reusable contract templates | Reuse contract structures to create new agreements faster | Reusable contract templates | You can use predefined contract templates | You can use contract templates | You can use contract templates | Industry-specific and custom templates | Pre-built legal templates |
Auto-reminders automation | Automatically follow up until contracts are signed | Manual reminders (limited automation) | Signing reminders send automatically | Reminders send automatically | You can send automatic reminders | Auto-reminders (stop after 16 days overdue) | Automatic follow-up reminders |
| Auto-fill contract content with client and project data | Basic placeholders for client data | Variables auto-fill contract fields | You can use smart fields in contracts | You can use smart fields in contracts | Basic smart fields (limited variables) | Merge fields for client data (no dynamic data blocks) |
Contract automation triggers | Trigger automated workflows the moment a contract is signed | Basic automation on contract signing | Contracts can trigger workflows only if configured | Contracts trigger workflows | Contracts can trigger workflows | Contract & proposal triggers only | Signed contracts trigger project creation and invoice generation |
| See when contracts are opened and reviewed | Notifications when contracts are viewed | You receive notifications when contracts are viewed or signed | You receive signing notifications | You receive contract notifications | Basic email notifications (no detailed tracking) | Real-time tracking (sent, viewed, paid, overdue) |
PDF download with signature certificate | Download signed contracts with official proof of signature | PDF download of signed contracts | Signed contracts can be downloaded with certificates | You can download signed PDFs | You can download signed PDFs | Basic PDF download (limited certificate) | Signed contracts stored in client profile (no signature certificate) |
Custom signer data fields | Collect structured signer information during signing | | Signer fields are configurable with limits | You cannot customize signer fields | You cannot customize signer fields | Standard fields only (name & email) | Standard signer fields (name and email only) |
Custom contract data fields | Create custom contract data you can sort, filter, and report on | | Custom fields available with configuration | | | Custom fields (contact info only) | Merge fields only (no sortable or filterable custom data) |
Create invoices and get paid | Send invoices and collect payments in one connected flow | Full invoicing with online payments | Full invoicing with payment tracking | Invoices with payment plans | Invoices with instant online payments | Invoicing with multiple payment options | Customizable invoice templates with online payments |
| Match invoices to your brand with custom logos, colors, and layout | Branded invoices with logo and colors | Invoices support logos, colors, and branding | | | Limited branding (logo and colors only) | |
Drag and drop invoice builder | Create custom invoice layouts visually without formatting limits | Template-based invoice editor | Visual builder but complex setup | | Fixed themes (non-customizable layouts) | Pre-built templates (no drag-drop) | Template-based editor (not drag-and-drop) |
| Edit pricing, quantities, descriptions, and structure freely | Custom line items on invoices | You can edit invoice line items | | | Line items (no advanced customization) | Custom descriptions, quantities, and pricing per line |
Item or invoice discounts | Apply discounts at the item or full invoice level | Discounts supported on invoices | You can apply discounts to invoices | | | Discounts (percentage or fixed, no tiered) | |
| Create tax rules that match your location and use case | Custom tax rates on invoices | You can configure tax rates | | | Basic tax configuration (no automation) | Basic tax calculations (not full tax automation) |
| Accept bank transfers for lower-fee payments | | You can accept bank payments | You can accept bank payments | You can accept bank transfers | ACH via Bonsai Payments (US, UK, CA, AU only) | |
| Accept credit and debit cards instantly | Stripe payments supported | You can accept payments through Stripe | You can accept payments via Stripe | You can accept payments via Stripe | Stripe payments supported | Stripe integration included |
| Collect in-person payments when needed | | You cannot accept payments via Square | You cannot accept payments via Square | You cannot accept payments via Square | | |
| Let clients pay using PayPal | PayPal payments supported | You can accept payments via PayPal | You cannot accept payments via PayPal | You cannot accept payments via PayPal | PayPal payments supported | PayPal integration included |
Flexible partial payments | Collect deposits and split payments across milestones | | You can accept partial payments | You can accept partial payments | You can accept partial payments | Partial payments (manual milestone setup) | Deposit requests (limited installment options) |
| Break invoices into scheduled installments | No structured payment plans | You can split invoices into installments | You can split invoices into payments | You can split invoices into payments | Payment plans (limited automation) | Recurring invoices (no milestone-based installment schedules) |
Automated recurring invoices | Automatically send invoices on a recurring schedule | Recurring invoices supported | You can schedule recurring invoices | You can schedule invoices, not subscriptions | You can schedule payments, not subscriptions | Weekly, biweekly, monthly, yearly recurrence | Recurring invoices with custom frequency |
| Manage ongoing client subscriptions and billing | Recurring invoices (no subscription portal) | Subscriptions can be managed with setup | You cannot manage subscriptions | You cannot manage subscriptions | Recurring invoices (no subscription portal) | Recurring invoices only (no subscription portal or client self-service) |
Automated payment reminders | Follow up automatically until invoices are paid | Automated payment reminders | Payment reminders send automatically | Payment reminders send automatically | Payment reminders send automatically | Automated reminders (stop after 16 days) | Automatic follow-up reminders with late fees |
Reusable invoice templates | Reuse invoice layouts without rebuilding each time | Invoice templates available | You can reuse invoice templates | You can reuse invoice templates | You can reuse invoice templates | Templates available (limited customization) | |
Multiple currency support | Bill clients globally in their local currency | | You can invoice in multiple currencies with account limits | You can use one account currency | You can use one account currency only | Multi-currency (manual exchange rates) | |
Invoice automation triggers | Trigger automated workflows when invoices are sent or paid | Basic automation on payment events | Contracts can trigger workflows only if configured | Contracts trigger workflows | Contracts can trigger workflows | Payment & form triggers only | Pipeline stage triggers only (Pro plan) |
| See when invoices are opened and paid | Notifications when contracts are viewed | You receive notifications when contracts are viewed or signed | You receive signing notifications | You receive contract notifications | Email notifications (no real-time tracking) | Real-time tracking (sent, viewed, paid, overdue) |
Built-in expense tracking | Track project-related costs alongside invoices | Expense tracking with categories | | You cannot track expenses | You cannot track expenses | Expense tracking (auto-categorization via bank sync) | Expense tracking with receipt attachment and Plaid bank sync |
| Collect upfront payments before work starts | | You can request invoice deposits | | | Deposits supported (manual collection) | Deposit requests available |
Auto-invoice billable time | Turn tracked time into invoices automatically | Convert tracked time to invoice line items | Time can be invoiced with manual confirmation | There is no time to convert | There is no time to convert | Time-to-invoice (manual confirmation required) | Auto-populate invoices from tracked hours |
Custom invoice data fields | Create custom invoice data you can sort, filter, and report on | | Custom fields available with configuration | | | Text and date custom fields only | Basic custom fields on invoices |
Centralized unified inbox | Manage email, chat, and messages from one shared inbox | | Messages are grouped by module, not unified | Messages and emails live in one place | Messages and emails live in one inbox | A unified client inbox is not supported | Communicator with email, SMS, and phone in one view (Pro plan) |
| Connect and manage all your email accounts in one place | Basic email integration via IMAP/SMTP | You can sync external email accounts | | | Send-only (no inbox sync) | Two-way email sync via Communicator (Pro plan) |
| Add real-time chat to your website and client portals | Basic live chat widget for client portal | Live chat is available via portal widgets | You cannot add live chat to your site | You cannot add live chat to your site | | |
| Message teammates privately without leaving your workspace | Internal team chat and messaging | Direct messages exist with limits | | | Direct messaging is not supported | Direct messages via Communicator |
Contextual project conversations | Keep conversations tied directly to the project they belong to | Comments and discussions on projects | Context depends on where the message was sent | Messages are tied to projects | Messages are tied to projects | No in-app project messaging | Full conversation history in Communicator |
| Create shared spaces for team-wide discussions | Team chat (not organized channels) | You cannot create team chat channels | You cannot create team channels | You cannot create team channels | Team chat is not supported | |
| Organize channels by team, topic, or workflow | | | Channels are not supported | Channels are not supported | | |
| Notify teammates instantly inside conversations | @mentions in comments and chat | @mentions work in specific areas only | You cannot mention teammates | You cannot mention teammates | | @mentions supported in task comments |
| See when messages are read | | Read receipts are not consistently visible | You can see when clients read messages | You can see when clients read messages | Read receipts are not supported | Conversation history tracked (no read receipts) |
| Share files directly inside conversations | | Files are attached to records, not chat threads | You can share files in messages | You can share files in messages | Share files and links in portal messages | 50 MB attachments or external links (no native file storage) |
| Collaborate on incoming emails as a team | | Limited team email sharing | | | | No shared team email inbox |
| Access and respond to messages on mobile | Notifications via mobile app | Mobile app has limited inbox features | | | | |
| Reply from your email client and keep conversations synced | | Limited email reply support | Email replies sync to conversations | Email replies sync to conversations | | Email replies sync to Communicator threads |
| Keep all client and project files in one organized place | File manager with storage | You can store and manage files centrally | Files are stored per project only | Files exist per project only | Project document storage with client access | File attachments on tasks (50 MB limit, no file manager) |
Advanced folder organization | Organize files by project, client, or structure you choose | | Project-based file sections | | Fixed themes (non-customizable layouts) | Project-level only (no granular) | Project-level organization (no complex hierarchy) |
| Control who can view or edit folders | Team-level access controls | | | Fixed themes (non-customizable layouts) | Project-level only (no granular) | 4 project access levels apply to files |
| Group files by person when needed | Files organized by client | Files are project-attached only | | Fixed themes (non-customizable layouts) | | No person-based file organization |
| Keep files scoped to each project | Files organized by project | Project-based file sections | | Fixed themes (non-customizable layouts) | Project-based file sections in portal | Files organized within projects |
| Preview files instantly without downloading | | Preview via project files | | Fixed themes (non-customizable layouts) | | Basic file previews within tasks |
| Capture file metadata you can sort and filter | | You can add custom fields across modules | You can add custom fields to forms and records | You can add custom fields | Contact info only (no CRM fields) | No custom file metadata fields |
| Create and edit documents directly inside Plutio | | | | Fixed themes (non-customizable layouts) | No built-in document editor | Proposal and contract documents only |
Comments on files and docs | Leave comments directly on files and documents | Comments on project files | Comments on project files | | Fixed themes (non-customizable layouts) | No file commenting system | Comments and @mentions on tasks |
| Move, tag, or manage many files at once | | | | Fixed themes (non-customizable layouts) | | |
| Find files quickly using search and filters | | Search within project files | | Fixed themes (non-customizable layouts) | | Search within project context |
| Sync files with Google Drive or Dropbox | Limited cloud integrations | | | Fixed themes (non-customizable layouts) | | No native cloud storage sync |
| Restrict access with permissions or passwords | Client portal file sharing | Role-based sharing controls | | Fixed themes (non-customizable layouts) | | 4 project access levels control file visibility |
| Share files externally with controlled access | File access via client portal | Project-based sharing only | | Fixed themes (non-customizable layouts) | Portal sharing only (no direct file links) | Share via task attachments or external links only |
| Let clients book meetings directly without back-and-forth emails | Appointment scheduling with booking pages | Scheduler with calendar sync | Custom scheduler with workflows | Scheduler with intake forms | Booking pages with calendar sync | Embeddable booking page with calendar sync |
| Build a fully branded, customizable booking system using a drag-and-drop editor | White-labeled booking pages | Booking pages support custom branding | Branding options are limited | Branding options are limited | Custom branding on booking pages | Customizable booking page with branding |
Advanced availability management | Define flexible availability rules applied automatically to bookings | Basic availability settings | You can define availability rules | You can control availability | You can control availability | Event types with availability windows | Custom availability windows with calendar blocking |
| Add buffer time automatically between meetings | Manual buffer time settings | You can add buffer times to bookings | | | Buffer times (no daily limits) | Configurable buffer between meetings |
| Create unlimited booking types with different rules and setups | Multiple appointment types | You can offer multiple booking types | You can offer multiple appointment types | You can offer multiple session types | Custom event types with different durations | Multiple meeting types with unique settings |
Calendar sync (Google/Outlook) | Two-way calendar sync that stays up to date automatically | | | | Fixed themes (non-customizable layouts) | Calendar sync (Google and Outlook only) | Google, Outlook, iCloud, CalDAV |
Customizable booking confirmations | Fully customizable confirmation pages with no layout or branding limits | Basic confirmation emails | Confirmation messages have limited customization | Confirmation customization is limited | Confirmation customization is limited | Email customization (limited template control) | Automated confirmations and reminders |
| Send bookers anywhere after scheduling, not just a fixed thank-you page | No redirect after booking | Redirects require workflow configuration | You cannot redirect after booking | You cannot redirect after booking | Redirect supported (basic URL redirect) | Customizable confirmation pages |
Booking automation triggers | Trigger automated workflows the moment a meeting is booked | Basic automation on booking | Contracts can trigger workflows only if configured | Contracts trigger workflows | Contracts can trigger workflows | Booking triggers (limited action types) | Automated reminders and confirmations |
| Send automatic reminders without manual follow-ups | | Meeting reminders send automatically | Meeting reminders send automatically | Meeting reminders send automatically | Auto-reminders (email only, no SMS) | Automated meeting reminders |
Automatic timezone detection | Handle timezones automatically without manual adjustments | Automatic timezone detection | Timezones adjust automatically | Timezones adjust automatically | Timezones adjust automatically | Timezone detection (basic support) | Calendar sync handles timezones (no explicit detection documented) |
Paid appointments (Stripe/PayPal) | Collect payments during booking without extra steps | Online payments via Stripe/PayPal (basic integration) | Payments via integrations only | | Fixed themes (non-customizable layouts) | Require payment to book via Bonsai Payments or Stripe | Require payment before meeting is booked |
| Build booking forms with full control over questions and layout | Basic booking form fields | You can customize booking forms | | | Custom intake questions and forms on booking events | Custom intake forms on meeting types |
Minimum notice / daily booking limits | Set booking limits to control lead time and daily volume | | You can set booking limits | You can set booking limits | You can set booking limits | Notice periods (no per-event daily limits) | Booking limits not confirmed in documentation |
Rescheduling and cancellation controls | Define flexible rules for rescheduling and cancellations | Basic rescheduling options | Clients can reschedule or cancel bookings | Clients can reschedule or cancel | Clients can reschedule or cancel | Clients can reschedule or cancel from confirmation email | Clients can reschedule or cancel bookings |
Automated workflows builder | Build advanced workflows visually without code or rigid templates | Basic automation builder with if/then rules | Workflow automation with triggers | Visual node-based Flows builder | AI-powered workflow builder with branching | Contract, proposal, invoice, form triggers | Visual workflow builder (Pro plan only) |
| Start workflows from real events across projects, clients, and payments | Event-based triggers for automations | You can build trigger-based workflows | You can automate automation actions with workflows | You can automate actions with workflows | Contract signed, proposal accepted, form filled | Pipeline, form submission, and invoice triggers (Pro plan only) |
| Run workflows on schedules you control, not fixed intervals | No schedule-based automations | Workflows can run on schedules | Workflows cannot repeat on a schedule | Workflows cannot repeat on a schedule | | No independent time-based triggers |
| Chain multiple actions into one continuous automation | Basic multi-step automations | You can chain multiple automation steps | Workflows can include multiple steps | Workflows can include multiple steps | | Multi-step sequences with branching |
| Create conditional paths instead of one-size-fits-all flows | Basic conditional logic in automations | Conditional logic is supported | Branching exists, but is limited | Branching exists, but options are limited | | Decision widget with AND/OR logic |
| Add precise timing between steps, down to minutes or days | | | You can delay workflow steps | You can delay workflow steps | | Wait For conditions only (no timed delays) |
| Create, update, or move records automatically across the system | Create clients, leads, and tasks via automation | Records can be created automatically with setup | Creation actions are limited | Creation actions are limited | Auto-create (projects and clients only) | Create projects, send invoices, send agreements |
| Reorganize work automatically without manual cleanup | Move records between statuses (limited) | Records can be duplicated automatically | Items cannot be duplicated automatically | Items cannot be duplicated automatically | | Change pipeline stage only (no move/duplicate/archive) |
| Automatically archive or remove records based on rules | No delete or archive automation actions | Deletion requires safeguards and rules | Items cannot be deleted automatically | Items cannot be deleted via automation | | No auto-delete or archive rules |
| Trigger or receive real-time events from external systems | | You can trigger API calls and webhooks | You cannot use APIs or webhooks | You cannot use APIs or webhooks | Webhooks (outgoing only, no incoming) | Webhook events (Pro plan only) |
| Send automated emails tied to real workflow events | Send emails via automation triggers | Emails can be sent automatically | Workflows can send emails | Workflows can send emails | Logo & colors (no custom domain) | Send email from templates with tokens |
| Add notes or comments automatically where work happens | No automated comment posting | Comments can be posted via workflows | You cannot post comments via automation | You cannot post comments via automation | | |
| See exactly what ran, when, and why | Basic automation activity history | Automation activity is logged | You cannot view automation logs | You cannot view automation logs | | No automation activity logs |
| Pass data between steps dynamically without manual mapping | Basic placeholders in templates | Variables work across automation | | | | Basic token replacement in emails and agreements |
| Run workflows that span projects, tasks, proposals, invoices, and more | Clients link to projects, invoices, proposals, and contracts | Actions can trigger across modules | Forms, payments, and bookings trigger workflows | Forms, bookings, and payments trigger workflows | | Pipeline-triggered only (limited cross-entity scope) |
| Build fully branded forms that match your workflow and client experience | Branded forms with white-label public links | Form builder with file uploads | Branded forms with smart fields | Questionnaires with limited styling | Branded intake and questionnaire forms | Unlimited form creation with templates |
Drag-and-drop form builder | Design forms visually with full layout control, no code required | | Contracts use structured templates, not free-form builders | You can build contracts using form blocks | You cannot visually build contracts | Form editor (no true drag-and-drop) | Form builder with reusable templates |
| Reuse form structures without rebuilding from scratch | Reusable form templates available | You can reuse form templates | You can reuse form templates | You cannot reuse form templates | Form templates with auto-CRM sync | |
| Collect structured data you can sort, filter, and report on | | You can add custom fields across modules | You can add custom fields to forms and records | You can add custom fields | Custom fields (limited field types) | Custom fields (text, select, radio, checkbox) |
| Show or hide fields based on responses, not static forms | No conditional logic on forms | Fields can change based on answers | Fields can change based on answers | Fields cannot change based on answers | Conditional logic (limited complexity) | Conditional show/hide fields with AND/OR logic |
Instant email notifications | Get notified immediately when forms are submitted | Email notifications on form submission | Notifications can send on submission | You can email on submission | You can email on submission | Email notifications (no customization) | Auto-responses on submission |
| Trigger automated workflows when a form is submitted | Create clients, leads, or tickets on submission | Contracts can trigger workflows only if configured | Contracts trigger workflows | Contracts can trigger workflows | Basic automation triggers (limited actions) | Form submissions can feed into automations (Pro plan) |
| Embed forms anywhere without layout restrictions | Embeddable forms with public links | Forms can be embedded on websites | | | Embed via iframe (limited styling control) | |
Advanced field preferences | Control required, hidden, and default field behavior | Basic field settings (required, placeholder) | Field behavior options are limited | Field behavior is limited | | | |
Comprehensive field types | Collect text, files, dates, selections, and more | Basic text, email, phone, dropdown, and textarea fields | Most common field types are available | | | | Text, select, radio, checkbox (no regex or conditional validation) |
| Collect legally binding signatures directly inside forms | Signature field on forms (basic) | Forms can include signatures | Forms can include signatures | Forms can include signatures | E-signature field (basic, no advanced options) | E-signatures via contract documents |
| Accept file uploads as part of form submissions | File upload field on forms | | | | Clients can upload files to projects | File attachments (50 MB limit) |
Redirect after submission | Send submitters to a custom next step, not a fixed thank-you page | | Redirects after submission are supported | You cannot redirect after submit | You cannot redirect after submit | | Custom redirect after form submission |
| Manage contacts and companies in one connected system | CRM with lead and client management | Full CRM with lead portals | CRM with auto-created client records | Pipeline with AI lead prioritization | CRM with Deals pipeline for leads | Client profiles with lifetime earnings and sales pipeline |
| Track organizations, not just individual contacts | Company and contact management | You can group contacts into companies | Companies exist, contacts come first | Companies exist, but contacts come first | Companies (basic info only, no hierarchy) | Client records (no separate company entities) |
Custom contact data fields | Collect and manage structured contact data you define | Custom fields on contacts | CRM fields are customizable | | | Custom fields (text and select only) | Custom fields on CRM objects |
Complete activity timeline | See every interaction with a client in one place | | Activity history exists across modules | You can see full activity history | You can see full activity history | Activity log (projects and invoices only) | Historical data per client (not a formal timeline) |
Contacts labeling and grouping | Organize contacts flexibly without rigid pipelines | | Contacts can be tagged and segmented | You can tag and segment contacts | You can tag and segment contacts | Tags (no advanced segmentation) | Prospect vs Client record types (no tags) |
Comprehensive knowledge base | Create an internal wiki for processes, docs, and guides | Basic knowledge base available | You can create internal knowledge bases | You cannot create an internal wiki | You cannot create an internal wiki | | No wiki or knowledge base |
Beautiful rich text pages | Write structured, formatted content without complexity | Basic rich text editor for pages | | | Not supported (requires integration) | | |
| Build deep knowledge hierarchies without limits | | | | Not supported (requires integration) | | |
Granular page permissions | Control exactly who can view or edit each page | Team-level permissions on pages | | | Not supported (requires integration) | | |
Custom dashboards and pages | Build dashboards around what matters to you, not fixed metrics | Pre-built dashboard (limited customization) | | Dubsado has a home page, not custom dashboards | HoneyBook does not have custom dashboards | Dashboard (fixed layout, no customization) | Homebase dashboard (not fully customizable) |
Drag-and-drop dashboard builder | Design dashboards visually with full layout control | No drag-and-drop dashboard builder | Widget-based, no drag-drop | | Limited dashboard widgets | Pre-configured widgets only | No drag-and-drop dashboard builder |
| Visualize data with customizable charts | Basic charts on dashboard | | | | Charts (revenue and time only) | Basic pipeline and revenue charts |
| Track key numbers without manual reporting | | | | | Metrics (revenue and project totals only) | Revenue and time metrics (no custom KPIs) |
| Monitor progress toward defined goals | | | | Not supported (requires integration) | | |
| Add contextual notes directly to dashboards | | | | Not supported (requires integration) | | No notes widget on dashboard |
| View upcoming events alongside work and metrics | Calendar on dashboard (basic) | Limited calendar integration | | | Calendar widget (upcoming tasks only) | Calendar widget on homebase |
| Track revenue and expenses in the same view | Basic financial overview on dashboard | | | Revenue & invoice tracking | Revenue tracking (invoices only, no expenses) | |
| Run the entire platform under your brand | Full white-label with custom branding on client portal | Full white-label with custom domains | Dubsado branding, not white-label | HoneyBook branding, not white-label | Documents and portal only (no admin theming) | White-label on Pro plan ($25/month) only |
| Apply your brand colors across the system | Customizable portal theme and colors | UI theme options are limited | Color themes on Deliver+ (no Free plan theme customization) | Color themes on Deliver+ (no Free plan theme customization) | No admin interface theming | Logo, colors, fonts on client portal (Pro plan) |
| Fine-tune styling beyond basic theming | | Custom CSS is supported with constraints | You cannot apply custom CSS | You cannot apply custom CSS | | |
Custom login/signup pages | Use branded authentication pages instead of generic screens | Custom branded login pages for client portal | Login and signup pages can be customized | Login pages cannot be customized | Login pages cannot be customized | Branded login (fixed layout) | Branded portal welcome page (Pro plan) |
| Send all system emails with your branding | Logo on emails (basic customization) | | You can brand outgoing emails | You can brand outgoing emails | Logo in emails (no custom templates) | |
| Use your own fonts throughout the platform | | Font selection is limited | You cannot use custom fonts | You cannot use custom fonts | | Custom fonts and logo on portal (Pro plan) |
| Replace all platform logos with your own | Custom logo on portal and documents | | | | Logo (documents and portal only) | Custom fonts and logo on portal (Pro plan) |
| Run everything on your own domain | Custom domain for client portal (Premium plan) | | | Not supported (requires integration) | | Custom domain via CNAME (Pro plan only) |
| Send emails from your own email infrastructure | | | | Not supported (requires integration) | | SMTP configuration for sending from your own email address |
| Embed Plutio directly into your website or product | | | | Not supported (requires integration) | | |
| Shape the platform to match how your business works | Modular feature access (limited customization) | | Dubsado has fixed workspace | HoneyBook has fixed workspace | No workspace customization | Workspace configuration included |
| Add, remove, or reorder navigation items freely | Show/hide menu items for client portal | Navigation can be rearranged with setup | You cannot customize navigation | You cannot customize navigation | Fixed menu (no customization) | Toggleable portal modules (not full menu editor) |
| Show different navigation for different roles | Client portal menu customization (not per-user) | Menus depend on assigned roles | Menus are the same for all users | Menus are the same for all users | | No user-based menu customization |
| Create role types beyond preset permissions | Admin and team member roles (not fully custom) | You can define custom roles | You cannot define custom roles | You cannot define custom roles | 4 fixed roles (no custom) | Fixed roles only (no custom role creation) |
Advanced user permissions | Control access at a granular level | Basic role-based permissions | Permissions can be configured in detail | Permissions are not configurable | Permissions are not configurable | Project permissions (no granular control) | No granular per-task permissions |
| Support enterprise-grade single sign-on | | SSO is available on higher plans | | | Email & password login only | |
| Integrate with external systems without lock-in | Limited integrations available | Native integrations via API | | | Integrations (Zapier and Make only) | Native: Stripe, PayPal, QuickBooks, Google/Outlook Calendar, Zoom, Google Meet, Plaid |
| Connect to thousands of apps without custom code | Zapier integration supported | Zapier can connect to SuiteDash | You can connect Dubsado to Zapier | You can connect HoneyBook to Zapier | Zapier (limited triggers and actions) | Zapier integration (Pro plan only) |
| Build advanced automation scenarios visually | | Make can connect to SuiteDash | You cannot connect via Make | You cannot connect via Make | Make.com (limited modules) | Make.com integration (Pro plan only) |
| Connect services without usage-based limits | | Pabbly can connect using API | You cannot connect via Pabbly | You cannot connect via Pabbly | | Pabbly Connect integration (Pro plan only) |
| Build custom integrations with full system access | | You can access a REST API | | | REST API (read-only, limited endpoints) | Public API with 29 endpoints (Pro plan only) |
Incoming & outgoing webhooks | Send and receive real-time events | | | | | Webhooks (outgoing only, limited events) | Webhook events (Pro plan only) |
| Access your business from native mobile apps | iOS and Android apps available | Mobile-responsive, no native apps | iOS and Android with Tap to Pay | Full-featured iOS and Android apps | Mobile apps (iOS and Android, limited features) | |
| | | Mobile app exists with limited functionality | You can use Dubsado on iOS | You can use HoneyBook on iOS | iOS app (basic features only) | |
| Full-featured Android app | | Android app exists with limited functionality | You can use Dubsado on Android | You can use HoneyBook on Android | Android app (basic features only) | |
| Native macOS app for desktop workflows | | No native Mac desktop app exists | | | | |
| Native Windows app for desktop workflows | | No native Windows desktop app exists | | | Web only (no Windows app) | |
