| | $59/month (Starter plan, $39/month annual) | $36/month (Starter, $29/month annual) | $28-44/month (Starter plan, Dec 2025 pricing) | $19/month (Start plan, $15/month annual) | $12/month (Starter, $10/month annual) |
| No free plan (14-day trial available) | No free plan (14-day trial available) | No free plan (7-day trial) | No free plan (21-day trial) | No free plan (14-day trial) | No free plan (14-day trial) |
| | | 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 | Basic task tracking only (no Gantt, no Kanban boards, no dependencies) | Projects with task lists and pipeline | Projects with task boards | Flexible project management with multiple modules | Projects with Table, Kanban, and Timeline views |
Project roles and permissions | Control exactly who can view or edit each part of a project | Client portal access controls (no granular project roles) | 5 team roles with project access control | 3 fixed roles (Basic, Accountant, Admin) | You can control project access using roles and permission rules | 4 project access levels (full, read-only, overview, hidden) |
| Unlimited boards to run parallel workflows in the same project | Single task board with filtered views (My tasks, Team tasks, Client tasks) | You cannot use task boards | You cannot use task boards | You can create multiple boards, but each must be configured manually | |
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 | You cannot embed live project boards externally | No embeddable project boards |
| Read-only public links for sharing progress without risk | No shareable project boards | You can share projects via the client portal only | You can share via the client portal only | You can share projects using permission-based access | Client portal access only (no public links) |
Project stages and milestones | Define custom project lifecycles for different types of work | No project stages or milestones | You can use pipeline stages, but they are predefined | You can use project statuses, but no milestones | You can define stages and milestones per project | Custom task statuses (no formal milestones) |
Connected proposals, contracts, and invoices | Everything related stays connected to the project automatically | Contracts and invoices are separate modules (no auto-linked lifecycle) | Integrated via Smart Files | Proposals, contracts, and invoices live inside projects | Modules are separate but can be linked manually | Proposals auto-convert to contracts and projects |
Custom project data fields | Track, sort, filter, and report on custom project data | No custom project data fields | | | | Custom fields on CRM objects (limited on tasks) |
| Drag-and-drop tasks across customizable columns | Basic task board (no full Kanban columns or drag-and-drop) | You cannot view tasks in a kanban board | Kanban view added in Dubsado 3.0 (Nov 2025) | You can view and manage tasks in Kanban boards | Kanban board view included |
| Bulk-edit tasks like a spreadsheet | | You cannot view tasks in a table | Table view is the default task display in Dubsado 3.0 | You can view records in tables, but columns and behavior are rigid | |
| Clean task lists with clear hierarchy | Basic task list within projects | You can view projects in a list | You can manage tasks in simple lists | You can manage tasks in a standard list view | No dedicated list view (table view used instead) |
| See tasks and deadlines on a calendar | No calendar view for tasks | You can see bookings on a calendar | You can see deadlines and appointments on a calendar | You can see tasks and deadlines on a calendar | Homebase calendar with task dates |
| Plan work visually with task order and dependencies | | You cannot view work on a gantt chart | You cannot view work on a gantt chart | No native Gantt chart view | Timeline view functions as Gantt chart |
| Break work down into multiple nested levels | | You cannot split tasks into subtasks | You cannot split tasks into subtasks | You can break tasks into subtasks | Subtasks as checkboxes (single level, not nested) |
| Turn emails into tasks without manual copying | No email-to-task conversion | Not supported (email sync only) | You cannot create tasks from emails | | No email-to-task conversion |
| Keep discussions tied directly to each task | Task-level comments with activity feed | You cannot comment on tasks | You cannot comment on tasks | You can comment directly on tasks | Comments and @mentions on tasks |
| Store files directly on the task they belong to | Task-level attachments (upload, drag-and-drop, paper clip) | You can share files, but not attach them to tasks | You can upload files, but not attach them to tasks | You can attach files directly to tasks | File attachments (50 MB limit per file) |
| Define priority levels that fit your workflow | | You cannot set task priorities | You cannot set task priorities | You can assign priorities to tasks | No native priority levels |
Task labels & color coding | Use unlimited labels to visually organize tasks | No task labels or color coding | You cannot label or color-code tasks | You cannot label or color-code tasks | You can label and color-code tasks | No native labels or color coding |
| Assign tasks to one or multiple teammates | No multiple task assignees | You cannot assign tasks to multiple people | You cannot assign tasks to multiple people | You can assign multiple people, but coordination is manual | Single assignee per task only |
| Reuse task-level structures across projects | | You cannot reuse task templates | You can reuse workflows and form templates | You can reuse task templates | Project templates with tasks included |
| Control access at the individual task level | No task-level permissions | You cannot set permissions per task | You cannot set permissions per task | Permissions are controlled by roles, not per-task rules | 4 access levels per project (not per task) |
| Prevent work from starting out of order | | You cannot link tasks together | You cannot link tasks together | Task dependencies require Pinnacle plan ($99/month) | Basic task dependencies (limited configuration options) |
| Automate repeating work with flexible schedules | | You cannot create recurring tasks | You cannot create recurring tasks | You can create recurring tasks | Daily, weekly, monthly, yearly recurring tasks |
| Add task-level fields for tracking custom details | No custom task data fields | | | | Custom fields on CRM objects (limited on tasks) |
| Easily track time using timers or manual entries | | Basic time tracking (manual entry on desktop, stopwatch on mobile) | Built-in time tracker (Premier plan only, enhanced in 3.0) | You can track time using timers or manual entry | Start/stop timer and manual entry |
| Log time directly against tasks and subtasks | No task-level time tracking | Project-level only, no task-level tracking | Time tracker available (Premier plan) | You can track time directly on tasks | Track time by client, project, and task |
| See time spent per project and per client | No project-level time tracking | Time tracked at project level | Time tracked per project (Premier plan) | You can track total time per project | Track time at project level |
| Clearly separate billable and non-billable time | No billable time tracking | Billable time tracking available | Billable hours logged to invoices (Premier plan) | You must manually define what counts as billable | Billable and non-billable toggle on time entries |
| Turn tracked time into invoices without extra steps | No billable time invoicing | Invoice from time logs (desktop only) | Tracked time can be added to invoices (Premier plan) | Tracked time can be invoiced with manual confirmation | Auto-populate invoices from tracked hours |
| View detailed time reports by task, project, or client | | Basic time logs per project | Basic time logs (Premier plan) | You can generate detailed time reports | Time views by project, client, and month (no exportable reports or filters) |
| See how each team member tracks their time | | Team members can log time on shared projects | You cannot see team time reports | You can view time logs per team member | Team time logging (no approval workflow) |
Create and send proposals | Create proposals clients can review, approve, and sign in one flow | | Smart files combine proposals and contracts | Proposals with pricing tables | Proposals with line items and attachments | Drag-and-drop proposal builder |
Drag-and-drop proposal builder | Create custom, branded proposals without layout limits or code | | You can edit sections, not free drag-and-drop) | You can build proposals using drag-and-drop forms | You can edit proposals visually, but layout control is complex | Drag-and-drop with templates |
Reusable proposal templates | Reuse proven proposal layouts across clients | | You can use proposal templates | You can use proposal templates | You can use prebuilt proposal templates | Pre-built professional templates |
Real-time proposal analytics | See exactly when proposals are opened and reviewed | | You can see when a proposal is viewed | You cannot see proposal view analytics | You can see status changes, not detailed viewing analytics | No view tracking or engagement analytics |
Live messenger on proposals | Answer questions directly while clients review proposals | | You cannot chat inside proposals | You cannot chat inside proposals | You cannot message clients inside proposals | Client comments directly on proposals |
| Move from proposal to contract, invoice, or booking automatically | | Complete Smart Files flow | You can add proposal items like services or products | Limited proposal-to-booking flow | Auto-convert to contract and project on approval |
Convert proposal to invoice | Create invoices directly from approved proposals | | Accepted proposals create invoices | Accepted proposals create invoices | You can convert proposals to invoices with manual steps | Auto-create invoice when agreement is signed |
| Offer upsells and add-ons directly inside proposals | | You can offer packages and add-ons | You can offer packages and add-ons | You can create packages using configuration rules | No interactive pricing tables or package selection |
Interactive pricing tables | Let clients choose options before approving | | Pricing updates dynamically | Pricing updates based on selections | Pricing tables exist but do not update dynamically | No interactive pricing tables |
Dynamic data and variables | Auto-fill proposal content with client and project data | | | | You can use variables to auto-fill proposal content | Basic merge fields (no dynamic data blocks) |
| Automatically expire proposals after a set date | | You can set proposal expiry | You cannot set proposal expiry dates | You can set proposal expiration dates | Expiration dates not confirmed in documentation |
| | Export documents from the portal (not proposal-specific) | You can download proposal PDFs | You can download proposal PDFs | You can download proposals as PDFs | Contracts stored in client profile (no standalone PDF export documented) |
| Create reusable proposal sections you can reuse on demand | | You can reuse proposal sections | You can reuse form sections | You can reuse content via templates, not blocks | No reusable content blocks |
Legally binding e-signatures | Collect secure electronic signatures on proposals | E-signatures on contracts | | Clients can sign documents online | Clients can sign proposals online | E-signatures on proposals |
Custom proposal data fields | Create custom proposal data you can sort, filter, and report on | | | | Custom fields available with configuration | Merge fields for client and project info (no sortable custom data) |
Create and sign contracts | Create, send, and sign contracts in one continuous flow | Contracts with e-signatures included | Smart files combine contracts and invoices | Contract creation with automation | | 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 (no drag-and-drop) | You cannot visually build contracts | You can build contracts using form blocks | Contracts use structured templates, not free-form builders | Pre-built legal templates |
Legally binding e-signatures | Collect secure signatures with audit trails and signer verification | E-signatures with legal validity on contracts | Contracts support legal e-signatures | Contracts support legal e-signatures | Contracts support legally binding signatures | E-signatures on contracts with audit trail |
Multi-signature / signees | Collect signatures from multiple people on the same contract | Multi-party signing with completion notifications | You can collect multiple signatures, with fixed roles | You can collect multiple signatures, setup is limited | You can add multiple signers to contracts | Single signer per contract (no multi-party signing) |
Reusable contract templates | Reuse contract structures to create new agreements faster | Reusable contract templates available | You can use contract templates | You can use contract templates | You can use predefined contract templates | Pre-built legal templates |
Auto-reminders automation | Automatically follow up until contracts are signed | Basic reminders for pending actions | You can send automatic reminders | Reminders send automatically | Signing reminders send automatically | Automatic follow-up reminders |
| Auto-fill contract content with client and project data | Basic merge fields for client data | You can use smart fields in contracts | You can use smart fields in contracts | Variables auto-fill contract fields | Merge fields for client data (no dynamic data blocks) |
Contract automation triggers | Trigger automated workflows the moment a contract is signed | Basic workflow triggers on contract events | Contracts can trigger workflows | Contracts trigger workflows | Contracts can trigger workflows only if configured | Signed contracts trigger project creation and invoice generation |
| See when contracts are opened and reviewed | Notifications when contracts are viewed or signed | You receive contract notifications | You receive signing notifications | You receive notifications when contracts are viewed or signed | Real-time tracking (sent, viewed, paid, overdue) |
PDF download with signature certificate | Download signed contracts with official proof of signature | Download signed contracts (no signature certificate documented) | You can download signed PDFs | You can download signed PDFs | Signed contracts can be downloaded with certificates | Signed contracts stored in client profile (no signature certificate) |
Custom signer data fields | Collect structured signer information during signing | Standard signer fields (name and email) | You cannot customize signer fields | You cannot customize signer fields | Signer fields are configurable with limits | Standard signer fields (name and email only) |
Custom contract data fields | Create custom contract data you can sort, filter, and report on | Variable input fields in contracts | | | Custom fields available with configuration | Merge fields only (no sortable or filterable custom data) |
Create invoices and get paid | Send invoices and collect payments in one connected flow | Invoicing with Stripe integration (one-time and recurring) | Invoices with instant online payments | Invoices with payment plans | Full invoicing with payment tracking | Customizable invoice templates with online payments |
| Match invoices to your brand with custom logos, colors, and layout | White-label branded invoices on higher plans | | | Invoices support logos, colors, and branding | |
Drag and drop invoice builder | Create custom invoice layouts visually without formatting limits | Template-based invoice editor (not drag-and-drop) | Fixed themes (non-customizable layouts) | | Visual builder but complex setup | Template-based editor (not drag-and-drop) |
| Edit pricing, quantities, descriptions, and structure freely | Customizable line items on invoices | | | You can edit invoice line items | Custom descriptions, quantities, and pricing per line |
Item or invoice discounts | Apply discounts at the item or full invoice level | | | | You can apply discounts to invoices | |
| Create tax rules that match your location and use case | | | | You can configure tax rates | Basic tax calculations (not full tax automation) |
| Accept bank transfers for lower-fee payments | ACH payments supported (including instant ACH via Plaid) | You can accept bank transfers | You can accept bank payments | You can accept bank payments | |
| Accept credit and debit cards instantly | Full Stripe integration for payment processing | You can accept payments via Stripe | You can accept payments via Stripe | You can accept payments through Stripe | 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 | No PayPal integration (Stripe only) | You cannot accept payments via PayPal | You cannot accept payments via PayPal | You can accept payments via PayPal | PayPal integration included |
Flexible partial payments | Collect deposits and split payments across milestones | Deposit requests available | You can accept partial payments | You can accept partial payments | You can accept partial payments | Deposit requests (limited installment options) |
| Break invoices into scheduled installments | Recurring invoicing supported | You can split invoices into payments | You can split invoices into payments | You can split invoices into installments | Recurring invoices (no milestone-based installment schedules) |
Automated recurring invoices | Automatically send invoices on a recurring schedule | Recurring invoices with Stripe subscriptions | You can schedule payments, not subscriptions | You can schedule invoices, not subscriptions | You can schedule recurring invoices | Recurring invoices with custom frequency |
| Manage ongoing client subscriptions and billing | Subscription billing via Stripe | You cannot manage subscriptions | You cannot manage subscriptions | Subscriptions can be managed with setup | Recurring invoices only (no subscription portal or client self-service) |
Automated payment reminders | Follow up automatically until invoices are paid | Automated payment reminders included | Payment reminders send automatically | Payment reminders send automatically | Payment reminders send automatically | Automatic follow-up reminders with late fees |
Reusable invoice templates | Reuse invoice layouts without rebuilding each time | | You can reuse invoice templates | You can reuse invoice templates | You can reuse invoice templates | |
Multiple currency support | Bill clients globally in their local currency | Currency support via Stripe (limited to Stripe-supported currencies) | You can use one account currency only | You can use one account currency | You can invoice in multiple currencies with account limits | |
Invoice automation triggers | Trigger automated workflows when invoices are sent or paid | Basic automation triggers on invoice events | Contracts can trigger workflows | Contracts trigger workflows | Contracts can trigger workflows only if configured | Pipeline stage triggers only (Pro plan) |
| See when invoices are opened and paid | Notifications when invoices are viewed or paid | You receive contract notifications | You receive signing notifications | You receive notifications when contracts are viewed or signed | Real-time tracking (sent, viewed, paid, overdue) |
Built-in expense tracking | Track project-related costs alongside invoices | | You cannot track expenses | You cannot track expenses | | Expense tracking with receipt attachment and Plaid bank sync |
| Collect upfront payments before work starts | Deposit requests available | | | You can request invoice deposits | Deposit requests available |
Auto-invoice billable time | Turn tracked time into invoices automatically | No time tracking to invoice | There is no time to convert | There is no time to convert | Time can be invoiced with manual confirmation | Auto-populate invoices from tracked hours |
Custom invoice data fields | Create custom invoice data you can sort, filter, and report on | No custom invoice data fields | | | Custom fields available with configuration | Basic custom fields on invoices |
Centralized unified inbox | Manage email, chat, and messages from one shared inbox | Client messaging within the portal (not a unified inbox) | Messages and emails live in one inbox | Messages and emails live in one place | Messages are grouped by module, not unified | Communicator with email, SMS, and phone in one view (Pro plan) |
| Connect and manage all your email accounts in one place | Reply via email to portal messages (no full email sync) | | | You can sync external email accounts | Two-way email sync via Communicator (Pro plan) |
| Add real-time chat to your website and client portals | | You cannot add live chat to your site | You cannot add live chat to your site | Live chat is available via portal widgets | |
| Message teammates privately without leaving your workspace | No team direct messaging (client messaging only) | | | Direct messages exist with limits | Direct messages via Communicator |
Contextual project conversations | Keep conversations tied directly to the project they belong to | Client messages tied to the portal context | Messages are tied to projects | Messages are tied to projects | Context depends on where the message was sent | Full conversation history in Communicator |
| Create shared spaces for team-wide discussions | | You cannot create team channels | You cannot create team channels | You cannot create team chat channels | |
| Organize channels by team, topic, or workflow | | Channels are not supported | Channels are not supported | | |
| Notify teammates instantly inside conversations | | You cannot mention teammates | You cannot mention teammates | @mentions work in specific areas only | @mentions supported in task comments |
| See when messages are read | | You can see when clients read messages | You can see when clients read messages | Read receipts are not consistently visible | Conversation history tracked (no read receipts) |
| Share files directly inside conversations | File sharing within the client portal | You can share files in messages | You can share files in messages | Files are attached to records, not chat threads | 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 | Mobile-responsive portal (no native mobile app) | | | Mobile app has limited inbox features | |
| Reply from your email client and keep conversations synced | Reply via email to messaging notifications | Email replies sync to conversations | Email replies sync to conversations | Limited email reply support | Email replies sync to Communicator threads |
| Keep all client and project files in one organized place | File sharing and storage within the client portal | Files exist per project only | Files are stored per project only | You can store and manage files centrally | File attachments on tasks (50 MB limit, no file manager) |
Advanced folder organization | Organize files by project, client, or structure you choose | Basic file organization within the portal | Fixed themes (non-customizable layouts) | | Project-based file sections | Project-level organization (no complex hierarchy) |
| Control who can view or edit folders | Client portal access controls for files | Fixed themes (non-customizable layouts) | | | 4 project access levels apply to files |
| Group files by person when needed | No person-based file organization | Fixed themes (non-customizable layouts) | | Files are project-attached only | No person-based file organization |
| Keep files scoped to each project | Files organized within client portal sections | Fixed themes (non-customizable layouts) | | Project-based file sections | Files organized within projects |
| Preview files instantly without downloading | Basic file previews in the portal | Fixed themes (non-customizable layouts) | | Preview via project files | Basic file previews within tasks |
| Capture file metadata you can sort and filter | No custom file metadata fields | You can add custom fields | You can add custom fields to forms and records | You can add custom fields across modules | No custom file metadata fields |
| Create and edit documents directly inside Plutio | No built-in document editor | Fixed themes (non-customizable layouts) | | | Proposal and contract documents only |
Comments on files and docs | Leave comments directly on files and documents | No file commenting system | Fixed themes (non-customizable layouts) | | Comments on project files | 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 | Basic file search within the portal | Fixed themes (non-customizable layouts) | | Search within project files | Search within project context |
| Sync files with Google Drive or Dropbox | No native cloud storage sync | Fixed themes (non-customizable layouts) | | | No native cloud storage sync |
| Restrict access with permissions or passwords | Portal-based access controls for file sharing | Fixed themes (non-customizable layouts) | | Role-based sharing controls | 4 project access levels control file visibility |
| Share files externally with controlled access | Files shared via client portal access | Fixed themes (non-customizable layouts) | | Project-based sharing only | Share via task attachments or external links only |
| Let clients book meetings directly without back-and-forth emails | Limited scheduling via Calendly embed (not native) | Scheduler with intake forms | Custom scheduler with workflows | Scheduler with calendar sync | Embeddable booking page with calendar sync |
| Build a fully branded, customizable booking system using a drag-and-drop editor | No native booking page (relies on Calendly embed) | Branding options are limited | Branding options are limited | Booking pages support custom branding | Customizable booking page with branding |
Advanced availability management | Define flexible availability rules applied automatically to bookings | No native availability management | You can control availability | You can control availability | You can define availability rules | Custom availability windows with calendar blocking |
| Add buffer time automatically between meetings | No native buffer times (relies on Calendly) | | | You can add buffer times to bookings | Configurable buffer between meetings |
| Create unlimited booking types with different rules and setups | No native meeting types (relies on Calendly) | You can offer multiple session types | You can offer multiple appointment types | You can offer multiple booking types | Multiple meeting types with unique settings |
Calendar sync (Google/Outlook) | Two-way calendar sync that stays up to date automatically | No native calendar sync (relies on Calendly embed) | Fixed themes (non-customizable layouts) | | | Google, Outlook, iCloud, CalDAV |
Customizable booking confirmations | Fully customizable confirmation pages with no layout or branding limits | No native booking confirmations | Confirmation customization is limited | Confirmation customization is limited | Confirmation messages have limited customization | Automated confirmations and reminders |
| Send bookers anywhere after scheduling, not just a fixed thank-you page | No native booking redirects | You cannot redirect after booking | You cannot redirect after booking | Redirects require workflow configuration | Customizable confirmation pages |
Booking automation triggers | Trigger automated workflows the moment a meeting is booked | Basic workflow triggers available | Contracts can trigger workflows | Contracts trigger workflows | Contracts can trigger workflows only if configured | Automated reminders and confirmations |
| Send automatic reminders without manual follow-ups | No native meeting reminders | Meeting reminders send automatically | Meeting reminders send automatically | Meeting reminders send automatically | Automated meeting reminders |
Automatic timezone detection | Handle timezones automatically without manual adjustments | Portal handles timezones (no booking-specific detection) | Timezones adjust automatically | Timezones adjust automatically | Timezones adjust automatically | Calendar sync handles timezones (no explicit detection documented) |
Paid appointments (Stripe/PayPal) | Collect payments during booking without extra steps | No paid appointment scheduling | Fixed themes (non-customizable layouts) | | Payments via integrations only | Require payment before meeting is booked |
| Build booking forms with full control over questions and layout | | | | You can customize booking forms | 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 | Booking limits not confirmed in documentation |
Rescheduling and cancellation controls | Define flexible rules for rescheduling and cancellations | No native scheduling controls | Clients can reschedule or cancel | Clients can reschedule or cancel | Clients can reschedule or cancel bookings | Clients can reschedule or cancel bookings |
Automated workflows builder | Build advanced workflows visually without code or rigid templates | Basic workflow automations (triggers and actions) | AI-powered workflow builder with branching | Visual node-based Flows builder | Workflow automation with triggers | Visual workflow builder (Pro plan only) |
| Start workflows from real events across projects, clients, and payments | Basic event triggers for automations | You can automate actions with workflows | You can automate automation actions with workflows | You can build trigger-based workflows | Pipeline, form submission, and invoice triggers (Pro plan only) |
| Run workflows on schedules you control, not fixed intervals | No schedule-based workflows | Workflows cannot repeat on a schedule | Workflows cannot repeat on a schedule | Workflows can run on schedules | No independent time-based triggers |
| Chain multiple actions into one continuous automation | Basic multi-step automations | Workflows can include multiple steps | Workflows can include multiple steps | You can chain multiple automation steps | Multi-step sequences with branching |
| Create conditional paths instead of one-size-fits-all flows | | Branching exists, but options are limited | Branching exists, but is limited | Conditional logic is supported | Decision widget with AND/OR logic |
| Add precise timing between steps, down to minutes or days | No delay-based automation actions | 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 | Basic record creation via automations | Creation actions are limited | Creation actions are limited | Records can be created automatically with setup | Create projects, send invoices, send agreements |
| Reorganize work automatically without manual cleanup | No auto-move or duplicate rules | Items cannot be duplicated automatically | Items cannot be duplicated automatically | Records can be duplicated automatically | Change pipeline stage only (no move/duplicate/archive) |
| Automatically archive or remove records based on rules | No auto-delete or archive rules | Items cannot be deleted via automation | Items cannot be deleted automatically | Deletion requires safeguards and rules | No auto-delete or archive rules |
| Trigger or receive real-time events from external systems | API access and Zapier integration available | You cannot use APIs or webhooks | You cannot use APIs or webhooks | You can trigger API calls and webhooks | Webhook events (Pro plan only) |
| Send automated emails tied to real workflow events | Basic email notifications from automations | Workflows can send emails | Workflows can send emails | Emails can be sent automatically | Send email from templates with tokens |
| Add notes or comments automatically where work happens | No automated comment posting | You cannot post comments via automation | You cannot post comments via automation | Comments can be posted via workflows | |
| See exactly what ran, when, and why | No automation activity logs | You cannot view automation logs | You cannot view automation logs | Automation activity is logged | No automation activity logs |
| Pass data between steps dynamically without manual mapping | Basic merge fields for client data | | | Variables work across automation | Basic token replacement in emails and agreements |
| Run workflows that span projects, tasks, proposals, invoices, and more | Limited cross-entity automation scope | Forms, bookings, and payments trigger workflows | Forms, payments, and bookings trigger workflows | Actions can trigger across modules | Pipeline-triggered only (limited cross-entity scope) |
| Build fully branded forms that match your workflow and client experience | Forms and intake (no native conditional logic) | Questionnaires with limited styling | Branded forms with smart fields | Form builder with file uploads | Unlimited form creation with templates |
Drag-and-drop form builder | Design forms visually with full layout control, no code required | Form builder with field configuration (not full drag-and-drop) | You cannot visually build contracts | You can build contracts using form blocks | Contracts use structured templates, not free-form builders | Form builder with reusable templates |
| Reuse form structures without rebuilding from scratch | Basic form templates available | You cannot reuse form templates | You can reuse form templates | You can reuse form templates | |
| Collect structured data you can sort, filter, and report on | Custom fields on forms with multiple field types | You can add custom fields | You can add custom fields to forms and records | You can add custom fields across modules | Custom fields (text, select, radio, checkbox) |
| Show or hide fields based on responses, not static forms | No native conditional logic (available via Typeform/Jotform embeds) | Fields cannot change based on answers | Fields can change based on answers | Fields can change based on answers | Conditional show/hide fields with AND/OR logic |
Instant email notifications | Get notified immediately when forms are submitted | Email notifications on form submission | You can email on submission | You can email on submission | Notifications can send on submission | Auto-responses on submission |
| Trigger automated workflows when a form is submitted | Form submissions can trigger basic automations | Contracts can trigger workflows | Contracts trigger workflows | Contracts can trigger workflows only if configured | Form submissions can feed into automations (Pro plan) |
| Embed forms anywhere without layout restrictions | Embeddable forms on websites | | | Forms can be embedded on websites | |
Advanced field preferences | Control required, hidden, and default field behavior | Basic field settings (required/optional) | | Field behavior is limited | Field behavior options are limited | |
Comprehensive field types | Collect text, files, dates, selections, and more | 5 question types: short text, long text, single select, multi select, file upload | | | Most common field types are available | Text, select, radio, checkbox (no regex or conditional validation) |
| Collect legally binding signatures directly inside forms | E-signatures via contract documents (not form fields) | Forms can include signatures | Forms can include signatures | Forms can include signatures | E-signatures via contract documents |
| Accept file uploads as part of form submissions | File upload fields on forms | | | | File attachments (50 MB limit) |
Redirect after submission | Send submitters to a custom next step, not a fixed thank-you page | Basic confirmation page (limited redirect options) | You cannot redirect after submit | You cannot redirect after submit | Redirects after submission are supported | Custom redirect after form submission |
| Manage contacts and companies in one connected system | Basic client management within the portal (no pipeline or deals) | Pipeline with AI lead prioritization | CRM with auto-created client records | Full CRM with lead portals | Client profiles with lifetime earnings and sales pipeline |
| Track organizations, not just individual contacts | Client and company management with company-level channels | Companies exist, but contacts come first | Companies exist, contacts come first | You can group contacts into companies | Client records (no separate company entities) |
Custom contact data fields | Collect and manage structured contact data you define | Custom fields with visibility rules and client-editable options | | | CRM fields are customizable | Custom fields on CRM objects |
Complete activity timeline | See every interaction with a client in one place | Basic client interaction history | You can see full activity history | You can see full activity history | Activity history exists across modules | Historical data per client (not a formal timeline) |
Contacts labeling and grouping | Organize contacts flexibly without rigid pipelines | Tag-based custom fields for client segmentation | You can tag and segment contacts | You can tag and segment contacts | Contacts can be tagged and segmented | Prospect vs Client record types (no tags) |
Comprehensive knowledge base | Create an internal wiki for processes, docs, and guides | Client-facing helpdesk and knowledge base | You cannot create an internal wiki | You cannot create an internal wiki | You can create internal knowledge bases | No wiki or knowledge base |
Beautiful rich text pages | Write structured, formatted content without complexity | Rich text articles with images and embeds | 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 | Tag-based article visibility rules | Not supported (requires integration) | | | |
Custom dashboards and pages | Build dashboards around what matters to you, not fixed metrics | Fixed dashboard overview (not customizable) | HoneyBook does not have custom dashboards | Dubsado has a home page, not custom dashboards | | Homebase dashboard (not fully customizable) |
Drag-and-drop dashboard builder | Design dashboards visually with full layout control | No drag-and-drop dashboard builder | Limited dashboard widgets | | Widget-based, no drag-drop | No drag-and-drop dashboard builder |
| Visualize data with customizable charts | | | | | Basic pipeline and revenue charts |
| Track key numbers without manual reporting | Basic business metrics displayed | | | | Revenue and time metrics (no custom KPIs) |
| Monitor progress toward defined goals | | Not supported (requires integration) | | | |
| Add contextual notes directly to dashboards | No notes widget on dashboard | Not supported (requires integration) | | | No notes widget on dashboard |
| View upcoming events alongside work and metrics | | | | Limited calendar integration | Calendar widget on homebase |
| Track revenue and expenses in the same view | Basic revenue and invoice tracking | Revenue & invoice tracking | | | |
| Run the entire platform under your brand | Full white-label with custom domain on higher plans | HoneyBook branding, not white-label | Dubsado branding, not white-label | Full white-label with custom domains | White-label on Pro plan ($25/month) only |
| Apply your brand colors across the system | Brand colors on client portal (higher plans) | Color themes on Deliver+ (no Free plan theme customization) | Color themes on Deliver+ (no Free plan theme customization) | UI theme options are limited | Logo, colors, fonts on client portal (Pro plan) |
| Fine-tune styling beyond basic theming | | You cannot apply custom CSS | You cannot apply custom CSS | Custom CSS is supported with constraints | |
Custom login/signup pages | Use branded authentication pages instead of generic screens | Branded portal login page | Login pages cannot be customized | Login pages cannot be customized | Login and signup pages can be customized | Branded portal welcome page (Pro plan) |
| Send all system emails with your branding | | You can brand outgoing emails | You can brand outgoing emails | | |
| Use your own fonts throughout the platform | Font picker with dozens of preset fonts (not custom uploads) | You cannot use custom fonts | You cannot use custom fonts | Font selection is limited | Custom fonts and logo on portal (Pro plan) |
| Replace all platform logos with your own | Custom logos on portal and documents | | | | Custom fonts and logo on portal (Pro plan) |
| Run everything on your own domain | Custom domain supported on higher plans | Not supported (requires integration) | | | Custom domain via CNAME (Pro plan only) |
| Send emails from your own email infrastructure | Custom email domain (noreply@yourdomain.com) on Professional+ (not full SMTP) | 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 | Configurable portal modules | HoneyBook has fixed workspace | Dubsado has fixed workspace | | Workspace configuration included |
| Add, remove, or reorder navigation items freely | Toggleable portal modules (not full menu editor) | You cannot customize navigation | You cannot customize navigation | Navigation can be rearranged with setup | Toggleable portal modules (not full menu editor) |
| Show different navigation for different roles | App Visibility settings control which apps each client sees (Professional+) | Menus are the same for all users | Menus are the same for all users | Menus depend on assigned roles | No user-based menu customization |
| Create role types beyond preset permissions | Basic client and admin roles | You cannot define custom roles | You cannot define custom roles | You can define custom roles | Fixed roles only (no custom role creation) |
Advanced user permissions | Control access at a granular level | Portal-level access controls | Permissions are not configurable | Permissions are not configurable | Permissions can be configured in detail | No granular per-task permissions |
| Support enterprise-grade single sign-on | Google SSO for internal users and clients (all plans, not traditional SAML SSO) | | | SSO is available on higher plans | |
| Integrate with external systems without lock-in | API on all plans; Zapier/Make on Professional+ only | | | Native integrations via API | Native: Stripe, PayPal, QuickBooks, Google/Outlook Calendar, Zoom, Google Meet, Plaid |
| Connect to thousands of apps without custom code | Zapier integration (Professional+ only, not on Starter) | You can connect HoneyBook to Zapier | You can connect Dubsado to Zapier | Zapier can connect to SuiteDash | Zapier integration (Pro plan only) |
| Build advanced automation scenarios visually | Make.com integration (Professional+ only, not on Starter) | You cannot connect via Make | You cannot connect via Make | Make can connect to SuiteDash | Make.com integration (Pro plan only) |
| Connect services without usage-based limits | Pabbly Connect integration available | You cannot connect via Pabbly | You cannot connect via Pabbly | Pabbly can connect using API | Pabbly Connect integration (Pro plan only) |
| Build custom integrations with full system access | Public API available for custom integrations | | | You can access a REST API | Public API with 29 endpoints (Pro plan only) |
Incoming & outgoing webhooks | Send and receive real-time events | Outgoing webhooks available via API | | | | Webhook events (Pro plan only) |
| Access your business from native mobile apps | Mobile-responsive portal (no native mobile apps) | Full-featured iOS and Android apps | iOS and Android with Tap to Pay | Mobile-responsive, no native apps | |
| | | You can use HoneyBook on iOS | You can use Dubsado on iOS | Mobile app exists with limited functionality | |
| Full-featured Android app | | You can use HoneyBook on Android | You can use Dubsado on Android | Android app exists with limited functionality | |
| Native macOS app for desktop workflows | | | | No native Mac desktop app exists | |
| Native Windows app for desktop workflows | | | | No native Windows desktop app exists | |
