| | $14/month (Starter plan, $7/month annual) | $36/month (Starter, $29/month annual) | $28-44/month (Starter plan, Dec 2025 pricing) | $15/month (Basic, $9/month annual) |
| No free plan (14-day trial available) | No free plan (7-day trial) | No free plan (7-day trial) | No free plan (21-day trial) | No free plan (trial available) |
| | | 7-day trial + 60-day money-back guarantee | 21-day free trial (all Premier features) | |
Manage projects and tasks | Fully flexible project and task setup you can shape to your workflow | Project tracker (focus on booking, limited task management) | Projects with task lists and pipeline | Projects with task boards | Basic project and task management |
Project roles and permissions | Control exactly who can view or edit each part of a project | Team collaboration on Plus plan only | 5 team roles with project access control | 3 fixed roles (Basic, Accountant, Admin) | 4 fixed roles (PMs cannot view financials) |
| Unlimited boards to run parallel workflows in the same project | Single board view per project; focus on simple lists | 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 boards | You cannot embed project views | You cannot embed project views | Embedding live project boards is not supported |
| Read-only public links for sharing progress without risk | Project access via client portal only | You can share projects via the client portal only | You can share via the client portal only | Portal access only (no public read-only links) |
Project stages and milestones | Define custom project lifecycles for different types of work | No milestones supported (simple workflow steps only) | You can use pipeline stages, but they are predefined | You can use project statuses, but no milestones | Milestones with Gantt chart visualization |
Connected proposals, contracts, and invoices | Everything related stays connected to the project automatically | Connected lifecycle (contracts and invoices inside projects) | Integrated via Smart Files | Proposals, contracts, and invoices live inside projects | Manual linking (no automatic project integration) |
Custom project data fields | Track, sort, filter, and report on custom project data | | | | Text, number, date, URL (no filtering) |
| Drag-and-drop tasks across customizable columns | Drag-and-drop workflows act as Kanban boards | You cannot view tasks in a kanban board | Kanban view added in Dubsado 3.0 (Nov 2025) | Kanban view (limited customization) |
| Bulk-edit tasks like a spreadsheet | | You cannot view tasks in a table | You cannot view tasks in a table | Basic table view (no bulk editing) |
| Clean task lists with clear hierarchy | | You can view projects in a list | You can manage tasks in simple lists | Simple list view with basic sorting |
| See tasks and deadlines on a calendar | | You can see bookings on a calendar | You can see deadlines and appointments on a calendar | Calendar view for tasks and deadlines |
| Plan work visually with task order and dependencies | | You cannot view work on a gantt chart | You cannot view work on a gantt chart | Gantt chart with drag-and-drop |
| Break work down into multiple nested levels | | You cannot split tasks into subtasks | You cannot split tasks into subtasks | Nested subtasks supported |
| Turn emails into tasks without manual copying | | Not supported (email sync only) | You cannot create tasks from emails | No email-to-task conversion |
| Keep discussions tied directly to each task | Built-in chat widget for client communication | You cannot comment on tasks | You cannot comment on tasks | Comments stay attached to tasks only |
| Store files directly on the task they belong to | Asset delivery via online galleries and project file sharing | You can share files, but not attach them to tasks | You can upload files, but not attach them to tasks | File attachments (no file manager) |
| Define priority levels that fit your workflow | | You cannot set task priorities | You cannot set task priorities | |
Task labels & color coding | Use unlimited labels to visually organize tasks | Custom lead statuses and workflow stages | You cannot label or color-code tasks | You cannot label or color-code tasks | No color coding (labels only) |
| Assign tasks to one or multiple teammates | Single assignee (focus on solo creative) | You cannot assign tasks to multiple people | You cannot assign tasks to multiple people | One assignee per task (no multi-assign) |
| Reuse task-level structures across projects | Full project workflows can be templated and reused | You cannot reuse task templates | You can reuse workflows and form templates | Task templates with dependencies |
| Control access at the individual task level | No task-level permissions | You cannot set permissions per task | You cannot set permissions per task | Project-level only (no task-level) |
| Prevent work from starting out of order | | You cannot link tasks together | You cannot link tasks together | Waiting on, Blocking, Related to |
| Automate repeating work with flexible schedules | | You cannot create recurring tasks | You cannot create recurring tasks | Daily, weekly, monthly, milestones |
| Add task-level fields for tracking custom details | | | | Custom fields (text and number only) |
| Easily track time using timers or manual entries | Time tracking is currently in development (Roadmap) | Basic time tracking (manual entry on desktop, stopwatch on mobile) | | Timer and manual time entry |
| Log time directly against tasks and subtasks | Time tracking not yet available | Project-level only, no task-level tracking | You cannot track time per task | Limited to task-level only (no subtask tracking) |
| See time spent per project and per client | Time tracking not yet available | Time tracked at project level | You cannot track time per project | |
| Clearly separate billable and non-billable time | Time tracking not yet available | Billable time tracking available | You cannot bill time automatically | Billable and non-billable categorization |
| Turn tracked time into invoices without extra steps | Time tracking not yet available | Invoice from time logs (desktop only) | There is no time to invoice | One-click invoice from time entries |
| View detailed time reports by task, project, or client | Time tracking not yet available | Basic time logs per project | You cannot generate timesheets | Detailed timesheet reports |
| See how each team member tracks their time | Time tracking not yet available | Team members can log time on shared projects | You cannot see team time reports | Per-member timesheets with locking |
Create and send proposals | Create proposals clients can review, approve, and sign in one flow | Integrated proposals with automatic contract linking | Smart files combine proposals and contracts | Proposals with pricing tables | Customizable proposals with e-signatures |
Drag-and-drop proposal builder | Create custom, branded proposals without layout limits or code | Professional, customizable proposal templates with branding | You can edit sections, not free drag-and-drop) | You can build proposals using drag-and-drop forms | Visual editor (no true drag-and-drop) |
Reusable proposal templates | Reuse proven proposal layouts across clients | Reusable templates for different service types | You can use proposal templates | You can use proposal templates | Industry templates plus custom templates |
Real-time proposal analytics | See exactly when proposals are opened and reviewed | Basic status tracking (sent, viewed, accepted) | You can see when a proposal is viewed | You cannot see proposal view analytics | |
Live messenger on proposals | Answer questions directly while clients review proposals | Built-in chat widget for client questions | You cannot chat inside proposals | You cannot chat inside proposals | No live chat in proposals |
| Move from proposal to contract, invoice, or booking automatically | Smooth flow from lead capture to booking and contract | Complete Smart Files flow | You can add proposal items like services or products | Proposal-contract link only (no scheduler) |
Convert proposal to invoice | Create invoices directly from approved proposals | Auto-generate invoices once a booking is confirmed | Accepted proposals create invoices | Accepted proposals create invoices | Auto-generate invoice from accepted proposal |
| Offer upsells and add-ons directly inside proposals | Define service packages and offer optional add-ons | You can offer packages and add-ons | You can offer packages and add-ons | Packages with single, multi-select options |
Interactive pricing tables | Let clients choose options before approving | Static pricing with optional selections | Pricing updates dynamically | Pricing updates based on selections | Static pricing only (no client selection) |
Dynamic data and variables | Auto-fill proposal content with client and project data | Automatic data merging for client and booking details | | | Basic smart fields (limited variables) |
| Automatically expire proposals after a set date | No automated proposal expiration | You can set proposal expiry | You cannot set proposal expiry dates | Manual expiry dates (no automation) |
| | Downloadable PDF versions for all documents | You can download proposal PDFs | You can download proposal PDFs | Basic PDF export (limited branding) |
| Create reusable proposal sections you can reuse on demand | No reusable content blocks | You can reuse proposal sections | You can reuse form sections | Reusable blocks not supported (templates only) |
Legally binding e-signatures | Collect secure electronic signatures on proposals | Integrated e-signatures for proposals and contracts | | Clients can sign documents online | Basic e-signatures (limited audit trail) |
Custom proposal data fields | Create custom proposal data you can sort, filter, and report on | No custom proposal fields | | | Text and date custom fields only |
Create and sign contracts | Create, send, and sign contracts in one continuous flow | Legally binding contracts built into the booking flow | Smart files combine contracts and invoices | Contract creation with automation | Legally vetted templates with e-signatures |
Drag-and-drop contract builder | Create fully custom contracts with flexible layouts, no code or formatting limits | Template-based contract builder with visual editor | You cannot visually build contracts | You can build contracts using form blocks | Visual editor (no full drag-and-drop) |
Legally binding e-signatures | Collect secure signatures with audit trails and signer verification | Full e-signature support with audit trails | Contracts support legal e-signatures | Contracts support legal e-signatures | Legally binding e-signatures |
Multi-signature / signees | Collect signatures from multiple people on the same contract | Support for multiple signers per document | You can collect multiple signatures, with fixed roles | You can collect multiple signatures, setup is limited | Multiple signers and recipients |
Reusable contract templates | Reuse contract structures to create new agreements faster | Reusable contract templates included | You can use contract templates | You can use contract templates | Industry-specific and custom templates |
Auto-reminders automation | Automatically follow up until contracts are signed | Automated follow-ups for unsigned contracts | You can send automatic reminders | Reminders send automatically | Auto-reminders (stop after 16 days overdue) |
| Auto-fill contract content with client and project data | Auto-fill contract data with booking information | You can use smart fields in contracts | You can use smart fields in contracts | Basic smart fields (limited variables) |
Contract automation triggers | Trigger automated workflows the moment a contract is signed | Automated invoice generation upon contract signature | Contracts can trigger workflows | Contracts trigger workflows | Contract & proposal triggers only |
| See when contracts are opened and reviewed | Real-time notifications for contract activity | You receive contract notifications | You receive signing notifications | Basic email notifications (no detailed tracking) |
PDF download with signature certificate | Download signed contracts with official proof of signature | Download signed contracts in PDF format | You can download signed PDFs | You can download signed PDFs | Basic PDF download (limited certificate) |
Custom signer data fields | Collect structured signer information during signing | | You cannot customize signer fields | You cannot customize signer fields | Standard fields only (name & email) |
Custom contract data fields | Create custom contract data you can sort, filter, and report on | Basic custom fields for contact information | | | Custom fields (contact info only) |
Create invoices and get paid | Send invoices and collect payments in one connected flow | Professional invoices with integrated payments | Invoices with instant online payments | Invoices with payment plans | Invoicing with multiple payment options |
| Match invoices to your brand with custom logos, colors, and layout | Customizable logos and brand colors on all invoices | | | Limited branding (logo and colors only) |
Drag and drop invoice builder | Create custom invoice layouts visually without formatting limits | Visual editor based on fixed templates | Fixed themes (non-customizable layouts) | | Pre-built templates (no drag-drop) |
| Edit pricing, quantities, descriptions, and structure freely | Flexible line item management | | | Line items (no advanced customization) |
Item or invoice discounts | Apply discounts at the item or full invoice level | Automated and manual discount calculations | | | Discounts (percentage or fixed, no tiered) |
| Create tax rules that match your location and use case | Custom tax group assignments | | | Basic tax configuration (no automation) |
| Accept bank transfers for lower-fee payments | Supported via Stripe and Bloom Payments | You can accept bank transfers | You can accept bank payments | ACH via Bonsai Payments (US, UK, CA, AU only) |
| Accept credit and debit cards instantly | Full Stripe integration with automated tracking | You can accept payments via Stripe | You can accept payments via Stripe | Stripe payments supported |
| Collect in-person payments when needed | Integrated Square payment processing | You cannot accept payments via Square | You cannot accept payments via Square | |
| Let clients pay using PayPal | Standard PayPal integration included | You cannot accept payments via PayPal | You cannot accept payments via PayPal | PayPal payments supported |
Flexible partial payments | Collect deposits and split payments across milestones | Retainers and split payment schedules | You can accept partial payments | You can accept partial payments | Partial payments (manual milestone setup) |
| Break invoices into scheduled installments | Automated payment schedules and installments | You can split invoices into payments | You can split invoices into payments | Payment plans (limited automation) |
Automated recurring invoices | Automatically send invoices on a recurring schedule | Automated recurring billing for retainers | You can schedule payments, not subscriptions | You can schedule invoices, not subscriptions | Weekly, biweekly, monthly, yearly recurrence |
| Manage ongoing client subscriptions and billing | Subscription and retainer management tools | You cannot manage subscriptions | You cannot manage subscriptions | Recurring invoices (no subscription portal) |
Automated payment reminders | Follow up automatically until invoices are paid | Automated follow-ups for overdue invoices | Payment reminders send automatically | Payment reminders send automatically | Automated reminders (stop after 16 days) |
Reusable invoice templates | Reuse invoice layouts without rebuilding each time | Save and reuse invoice structures | You can reuse invoice templates | You can reuse invoice templates | Templates available (limited customization) |
Multiple currency support | Bill clients globally in their local currency | Manual currency selection per project | You can use one account currency only | You can use one account currency | Multi-currency (manual exchange rates) |
Invoice automation triggers | Trigger automated workflows when invoices are sent or paid | | Contracts can trigger workflows | Contracts trigger workflows | Payment & form triggers only |
| See when invoices are opened and paid | Email and in-app notifications for invoice activity | You receive contract notifications | You receive signing notifications | Email notifications (no real-time tracking) |
Built-in expense tracking | Track project-related costs alongside invoices | No native expense tracking features | You cannot track expenses | You cannot track expenses | Expense tracking (auto-categorization via bank sync) |
| Collect upfront payments before work starts | Flexible deposit and retainer requests | | | Deposits supported (manual collection) |
Auto-invoice billable time | Turn tracked time into invoices automatically | Not available (Time tracking is on roadmap) | There is no time to convert | There is no time to convert | Time-to-invoice (manual confirmation required) |
Custom invoice data fields | Create custom invoice data you can sort, filter, and report on | Standard custom field support on invoices | | | Text and date custom fields only |
Centralized unified inbox | Manage email, chat, and messages from one shared inbox | Project-based messenger (no global unified inbox) | Messages and emails live in one inbox | Messages and emails live in one place | A unified client inbox is not supported |
| Connect and manage all your email accounts in one place | Gmail and Outlook sync for project threads | | | Send-only (no inbox sync) |
| Add real-time chat to your website and client portals | No native website live chat | You cannot add live chat to your site | You cannot add live chat to your site | |
| Message teammates privately without leaving your workspace | Built-in messenger for clients and leads | | | Direct messaging is not supported |
Contextual project conversations | Keep conversations tied directly to the project they belong to | All messages tied directly to projects and leads | Messages are tied to projects | Messages are tied to projects | No in-app project messaging |
| Create shared spaces for team-wide discussions | No internal team communication 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 | No @mentions in client messenger | You cannot mention teammates | You cannot mention teammates | |
| See when messages are read | See when client views messages and documents | You can see when clients read messages | You can see when clients read messages | Read receipts are not supported |
| Share files directly inside conversations | Direct asset sharing within the messenger | You can share files in messages | You can share files in messages | Share files and links in portal messages |
| Collaborate on incoming emails as a team | No shared team email inbox | | | |
| Access and respond to messages on mobile | Mobile messenger app available | | | |
| Reply from your email client and keep conversations synced | Email replies sync back to the project messenger | Email replies sync to conversations | Email replies sync to conversations | |
| Keep all client and project files in one organized place | Centralized project asset and document management | Files exist per project only | Files are stored per project only | Project document storage with client access |
Advanced folder organization | Organize files by project, client, or structure you choose | Project-level organization (no complex hierarchy) | Fixed themes (non-customizable layouts) | | Project-level only (no granular) |
| Control who can view or edit folders | Granular control over portal asset visibility | Fixed themes (non-customizable layouts) | | Project-level only (no granular) |
| Group files by person when needed | No person-based file organization | Fixed themes (non-customizable layouts) | | |
| Keep files scoped to each project | Automatic file grouping by project and lead | Fixed themes (non-customizable layouts) | | Project-based file sections in portal |
| Preview files instantly without downloading | Native image and document previews | Fixed themes (non-customizable layouts) | | |
| Capture file metadata you can sort and filter | | You can add custom fields | You can add custom fields to forms and records | Contact info only (no CRM fields) |
| Create and edit documents directly inside Plutio | | Fixed themes (non-customizable layouts) | | No built-in document editor |
Comments on files and docs | Leave comments directly on files and documents | | Fixed themes (non-customizable layouts) | | No file commenting system |
| Move, tag, or manage many files at once | | Fixed themes (non-customizable layouts) | | |
| Find files quickly using search and filters | | Fixed themes (non-customizable layouts) | | |
| Sync files with Google Drive or Dropbox | | Fixed themes (non-customizable layouts) | | |
| Restrict access with permissions or passwords | | Fixed themes (non-customizable layouts) | | |
| Share files externally with controlled access | | Fixed themes (non-customizable layouts) | | Portal sharing only (no direct file links) |
| Let clients book meetings directly without back-and-forth emails | Integrated scheduler with lead capture forms | Scheduler with intake forms | Custom scheduler with workflows | Booking pages with calendar sync |
| Build a fully branded, customizable booking system using a drag-and-drop editor | Customizable booking pages with brand colors | Branding options are limited | Branding options are limited | Custom branding on booking pages |
Advanced availability management | Define flexible availability rules applied automatically to bookings | Flexible scheduling windows and availability rules | You can control availability | You can control availability | Event types with availability windows |
| Add buffer time automatically between meetings | Automatic padding between booked sessions | | | Buffer times (no daily limits) |
| Create unlimited booking types with different rules and setups | Unlimited meeting types with custom rules | You can offer multiple session types | You can offer multiple appointment types | Custom event types with different durations |
Calendar sync (Google/Outlook) | Two-way calendar sync that stays up to date automatically | Automatic two-way sync with major calendars | Fixed themes (non-customizable layouts) | | Calendar sync (Google and Outlook only) |
Customizable booking confirmations | Fully customizable confirmation pages with no layout or branding limits | Customizable confirmation emails and pages | Confirmation customization is limited | Confirmation customization is limited | Email customization (limited template control) |
| Send bookers anywhere after scheduling, not just a fixed thank-you page | Redirect users to any URL after successful booking | You cannot redirect after booking | You cannot redirect after booking | Redirect supported (basic URL redirect) |
Booking automation triggers | Trigger automated workflows the moment a meeting is booked | Trigger automated workflows upon booking confirmation | Contracts can trigger workflows | Contracts trigger workflows | Booking triggers (limited action types) |
| Send automatic reminders without manual follow-ups | Automated email and SMS appointment reminders | Meeting reminders send automatically | Meeting reminders send automatically | Auto-reminders (email only, no SMS) |
Automatic timezone detection | Handle timezones automatically without manual adjustments | | Timezones adjust automatically | Timezones adjust automatically | Timezone detection (basic support) |
Paid appointments (Stripe/PayPal) | Collect payments during booking without extra steps | | Fixed themes (non-customizable layouts) | | |
| Build booking forms with full control over questions and layout | | | | |
Minimum notice / daily booking limits | Set booking limits to control lead time and daily volume | Set custom lead times and daily meeting caps | You can set booking limits | You can set booking limits | Notice periods (no per-event daily limits) |
Rescheduling and cancellation controls | Define flexible rules for rescheduling and cancellations | Self-service rescheduling and cancellation options | Clients can reschedule or cancel | Clients can reschedule or cancel | |
Automated workflows builder | Build advanced workflows visually without code or rigid templates | Sequence-based workflows (no visual branching builder) | AI-powered workflow builder with branching | Visual node-based Flows builder | Contract, proposal, invoice, form triggers |
| Start workflows from real events across projects, clients, and payments | Triggers for leads, bookings, projects, and payments | You can automate actions with workflows | You can automate automation actions with workflows | Contract signed, proposal accepted, form filled |
| Run workflows on schedules you control, not fixed intervals | Automated follow-up sequences on custom schedules | Workflows cannot repeat on a schedule | Workflows cannot repeat on a schedule | |
| Chain multiple actions into one continuous automation | Chain multiple automated actions in a sequence | Workflows can include multiple steps | Workflows can include multiple steps | |
| Create conditional paths instead of one-size-fits-all flows | Linear sequences only (no conditional branching) | Branching exists, but options are limited | Branching exists, but is limited | |
| Add precise timing between steps, down to minutes or days | Add delays between sequence steps | You can delay workflow steps | You can delay workflow steps | |
| Create, update, or move records automatically across the system | Limited to lead and project status updates | Creation actions are limited | Creation actions are limited | Auto-create (projects and clients only) |
| Reorganize work automatically without manual cleanup | Automated status transitions move leads through pipeline | Items cannot be duplicated automatically | Items cannot be duplicated automatically | |
| Automatically archive or remove records based on rules | Manual archiving preferred for project security | Items cannot be deleted via automation | Items cannot be deleted automatically | |
| Trigger or receive real-time events from external systems | Zapier integration and outgoing webhooks supported | You cannot use APIs or webhooks | You cannot use APIs or webhooks | Webhooks (outgoing only, no incoming) |
| Send automated emails tied to real workflow events | Automated email sequences with smart fields | Workflows can send emails | Workflows can send emails | Logo & colors (no custom domain) |
| Add notes or comments automatically where work happens | No automated comment posting | You cannot post comments via automation | You cannot post comments via automation | |
| See exactly what ran, when, and why | Basic sequence history and activity log | You cannot view automation logs | You cannot view automation logs | |
| Pass data between steps dynamically without manual mapping | Smart fields and tokens for dynamic data injection | | | |
| Run workflows that span projects, tasks, proposals, invoices, and more | Workflow triggers span leads, booking, and projects | Forms, bookings, and payments trigger workflows | Forms, payments, and bookings trigger workflows | |
| Build fully branded forms that match your workflow and client experience | Professional, branded lead capture and intake forms | Questionnaires with limited styling | Branded forms with smart fields | Branded intake and questionnaire forms |
Drag-and-drop form builder | Design forms visually with full layout control, no code required | Visual form builder with custom field support | You cannot visually build contracts | You can build contracts using form blocks | Form editor (no true drag-and-drop) |
| Reuse form structures without rebuilding from scratch | Save and reuse common form structures | You cannot reuse form templates | You can reuse form templates | Form templates with auto-CRM sync |
| Collect structured data you can sort, filter, and report on | Capture custom project and client data via forms | You can add custom fields | You can add custom fields to forms and records | Custom fields (limited field types) |
| Show or hide fields based on responses, not static forms | Static forms (no native conditional branching logic) | Fields cannot change based on answers | Fields can change based on answers | Conditional logic (limited complexity) |
Instant email notifications | Get notified immediately when forms are submitted | Immediate email alerts for all form submissions | You can email on submission | You can email on submission | Email notifications (no customization) |
| Trigger automated workflows when a form is submitted | Submit forms to trigger project creation and sequences | Contracts can trigger workflows | Contracts trigger workflows | Basic automation triggers (limited actions) |
| Embed forms anywhere without layout restrictions | Easy embedding on any website or landing page | | | Embed via iframe (limited styling control) |
Advanced field preferences | Control required, hidden, and default field behavior | Standard required/optional field settings | | Field behavior is limited | |
Comprehensive field types | Collect text, files, dates, selections, and more | Support for text, choice, date, and file types | | | |
| Collect legally binding signatures directly inside forms | Basic e-signatures (primarily via contract documents) | Forms can include signatures | Forms can include signatures | E-signature field (basic, no advanced options) |
| Accept file uploads as part of form submissions | Allow clients to upload assets directly via forms | | | Clients can upload files to projects |
Redirect after submission | Send submitters to a custom next step, not a fixed thank-you page | Redirect to custom URL or thank-you page | You cannot redirect after submit | You cannot redirect after submit | |
| Manage contacts and companies in one connected system | Integrated CRM for tracking leads and active projects | Pipeline with AI lead prioritization | CRM with auto-created client records | CRM with Deals pipeline for leads |
| Track organizations, not just individual contacts | Contact-first organization (basic company grouping) | Companies exist, but contacts come first | Companies exist, contacts come first | Companies (basic info only, no hierarchy) |
Custom contact data fields | Collect and manage structured contact data you define | Add custom CRM fields for contacts and leads | | | Custom fields (text and select only) |
Complete activity timeline | See every interaction with a client in one place | Activity feed with project and message history | You can see full activity history | You can see full activity history | Activity log (projects and invoices only) |
Contacts labeling and grouping | Organize contacts flexibly without rigid pipelines | Segment contacts by project type and lead status | You can tag and segment contacts | You can tag and segment contacts | Tags (no advanced segmentation) |
Comprehensive knowledge base | Create an internal wiki for processes, docs, and guides | No native internal wiki or document builder | You cannot create an internal wiki | You cannot create an internal wiki | |
Beautiful rich text pages | Write structured, formatted content without complexity | No native rich-text page builder | Not supported (requires integration) | | |
| Build deep knowledge hierarchies without limits | No native nested page support | Not supported (requires integration) | | |
Granular page permissions | Control exactly who can view or edit each page | No native knowledge base permissions | Not supported (requires integration) | | |
Custom dashboards and pages | Build dashboards around what matters to you, not fixed metrics | Fixed overview dashboard (not customizable) | HoneyBook does not have custom dashboards | Dubsado has a home page, not custom dashboards | Dashboard (fixed layout, no customization) |
Drag-and-drop dashboard builder | Design dashboards visually with full layout control | Fixed dashboard layout with preset widgets | Limited dashboard widgets | | Pre-configured widgets only |
| Visualize data with customizable charts | Basic financial and lead conversion charts | | | Charts (revenue and time only) |
| Track key numbers without manual reporting | Track key revenue and booking metrics | | | Metrics (revenue and project totals only) |
| Monitor progress toward defined goals | No native goal tracking widget | Not supported (requires integration) | | |
| Add contextual notes directly to dashboards | No native dashboard notes widget | Not supported (requires integration) | | |
| View upcoming events alongside work and metrics | Integrated calendar with project and booking events | | | Calendar widget (upcoming tasks only) |
| Track revenue and expenses in the same view | High-level revenue and invoice tracking | Revenue & invoice tracking | | Revenue tracking (invoices only, no expenses) |
| Run the entire platform under your brand | Remove Bloom branding on the Premium plan | HoneyBook branding, not white-label | Dubsado branding, not white-label | Documents and portal only (no admin theming) |
| Apply your brand colors across the system | Fixed interface colors (no admin theming) | UI theme cannot be customized | UI theme cannot be customized | No admin interface theming |
| Fine-tune styling beyond basic theming | No custom CSS access for the interface | You cannot apply custom CSS | You cannot apply custom CSS | |
Custom login/signup pages | Use branded authentication pages instead of generic screens | Logo branding on fixed login structures | Login pages cannot be customized | Login pages cannot be customized | Branded login (fixed layout) |
| Send all system emails with your branding | Logo inclusion (no complex template customization) | You can brand outgoing emails | You can brand outgoing emails | Logo in emails (no custom templates) |
| Use your own fonts throughout the platform | No custom font upload support | You cannot use custom fonts | You cannot use custom fonts | |
| Replace all platform logos with your own | Add your logo to portal, documents, and emails | | | Logo (documents and portal only) |
| Run everything on your own domain | Connect a custom domain on the Premium plan | Not supported (requires integration) | | |
| Send emails from your own email infrastructure | Standard integrated email delivery (no custom SMTP) | Not supported (requires integration) | | |
| Embed Plutio directly into your website or product | No native option to embed the full workspace | Not supported (requires integration) | | |
| Shape the platform to match how your business works | Fixed creative-focused project hierarchy | HoneyBook has fixed workspace | Dubsado has fixed workspace | No workspace customization |
| Add, remove, or reorder navigation items freely | Fixed navigation (cannot rearrange main menu) | You cannot customize navigation | You cannot customize navigation | Fixed menu (no customization) |
| Show different navigation for different roles | Same menu structure for all user types | Menus are the same for all users | Menus are the same for all users | |
| Create role types beyond preset permissions | Limited preset roles (Admin, Member, Client) | You cannot define custom roles | You cannot define custom roles | 4 fixed roles (no custom) |
Advanced user permissions | Control access at a granular level | Project and lead visibility controls | Permissions are not configurable | Permissions are not configurable | Project permissions (no granular control) |
| Support enterprise-grade single sign-on | No enterprise-grade SSO support | | | Email & password login only |
| Integrate with external systems without lock-in | Zapier, Gmail, Outlook, and major payment gateways | | | Integrations (Zapier and Make only) |
| Connect to thousands of apps without custom code | Full Zapier connectivity with triggers and actions | You can connect HoneyBook to Zapier | You can connect Dubsado to Zapier | Zapier (limited triggers and actions) |
| Build advanced automation scenarios visually | Possible via Zapier (no direct Make module) | You cannot connect via Make | You cannot connect via Make | Make.com (limited modules) |
| Connect services without usage-based limits | No native Pabbly Connect integration | You cannot connect via Pabbly | You cannot connect via Pabbly | |
| Build custom integrations with full system access | No public REST API available for custom dev | | | REST API (read-only, limited endpoints) |
Incoming & outgoing webhooks | Send and receive real-time events | Outgoing webhooks available via settings | | | Webhooks (outgoing only, limited events) |
| Access your business from native mobile apps | Native iOS and Android companion apps | Full-featured iOS and Android apps | iOS and Android with Tap to Pay | Mobile apps (iOS and Android, limited features) |
| | Native iPhone app for on-the-go management | You can use HoneyBook on iOS | You can use Dubsado on iOS | iOS app (basic features only) |
| Full-featured Android app | Native Android app with basic project features | You can use HoneyBook on Android | You can use Dubsado on Android | Android app (basic features only) |
| Native macOS app for desktop workflows | Web-based only (no native Mac desktop app) | | | |
| Native Windows app for desktop workflows | Web-based only (no native Windows desktop app) | | | Web only (no Windows app) |