| | $12/month (Starter, $10/month annual) | $36/month (Starter, $29/month annual) | $28-44/month (Starter plan, Dec 2025 pricing) | $15/month (Basic, $9/month annual) | $60/month (single plan, $50/month annual) | $19/month (Start plan, $15/month annual) |
| No free plan (14-day trial available) | No free plan (14-day trial) | No free plan (7-day trial) | No free plan (21-day trial) | No free plan (trial available) | No free plan (7-day trial only) | 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 | Projects with Table, Kanban, and Timeline views | Projects with task lists and pipeline | Projects with task boards | Basic project and task management | Projects with pipelines and to-dos | Flexible project management with multiple modules |
Project roles and permissions | Control exactly who can view or edit each part of a project | 4 project access levels (full, read-only, overview, hidden) | 5 team roles with project access control | 3 fixed roles (Basic, Accountant, Admin) | 4 fixed roles (PMs cannot view financials) | 3 user levels (paid plans only) | You can control project access using roles and permission rules |
| Unlimited boards to run parallel workflows in the same project | | You cannot use task boards | You cannot use task boards | Strictly restricted to 1 board per project | | 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 | Embedding live project boards is not supported | No external project viewing | You cannot embed live project boards externally |
| Read-only public links for sharing progress without risk | Client portal access only (no public links) | 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) | No read-only project links | You can share projects using permission-based access |
Project stages and milestones | Define custom project lifecycles for different types of work | Custom task statuses (no formal milestones) | You can use pipeline stages, but they are predefined | You can use project statuses, but no milestones | Milestones with Gantt chart visualization | You cannot define stages or milestones | You can define stages and milestones per project |
Connected proposals, contracts, and invoices | Everything related stays connected to the project automatically | Proposals auto-convert to contracts and projects | Integrated via Smart Files | Proposals, contracts, and invoices live inside projects | Manual linking (no automatic project integration) | All modules connect to the project lifecycle | Modules are separate but can be linked manually |
Custom project data fields | Track, sort, filter, and report on custom project data | Custom fields on CRM objects (limited on tasks) | | | Text, number, date, URL (no filtering) | | |
| Drag-and-drop tasks across customizable columns | Kanban board view included | You cannot view tasks in a kanban board | Kanban view added in Dubsado 3.0 (Nov 2025) | Kanban view (limited customization) | Legacy list-based interface only | You can view and manage tasks in Kanban boards |
| 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) | No spreadsheet-style editing | You can view records in tables, but columns and behavior are rigid |
| Clean task lists with clear hierarchy | No dedicated list view (table view used instead) | You can view projects in a list | You can manage tasks in simple lists | Simple list view with basic sorting | You can manage tasks as simple to-do lists | You can manage tasks in a standard list view |
| See tasks and deadlines on a calendar | Homebase calendar with task dates | You can see bookings on a calendar | You can see deadlines and appointments on a calendar | Calendar view for tasks and deadlines | You can see tasks and bookings on a calendar | You can see tasks and deadlines on a calendar |
| Plan work visually with task order and dependencies | Timeline view functions as Gantt chart | You cannot view work on a gantt chart | You cannot view work on a gantt chart | Gantt chart with drag-and-drop | | No native Gantt chart view |
| Break work down into multiple nested levels | Subtasks as checkboxes (single level, not nested) | You cannot split tasks into subtasks | You cannot split tasks into subtasks | Nested subtasks supported | All tasks are single-level only | You can break tasks into subtasks |
| 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 | Not supported (email sync only) | |
| Keep discussions tied directly to each task | Comments and @mentions on tasks | You cannot comment on tasks | You cannot comment on tasks | Comments stay attached to tasks only | You cannot comment directly on tasks | You can comment directly on tasks |
| Store files directly on the task they belong to | File attachments (50 MB limit per file) | 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) | You cannot attach files to tasks | You can attach files directly to tasks |
| Define priority levels that fit your workflow | No native priority levels | You cannot set task priorities | You cannot set task priorities | | You cannot set task priority levels | You can assign priorities to tasks |
Task labels & color coding | Use unlimited labels to visually organize tasks | No native labels or color coding | You cannot label or color-code tasks | You cannot label or color-code tasks | No color coding (labels only) | You cannot tag or color-code tasks | You can label and color-code tasks |
| Assign tasks to one or multiple teammates | Single assignee per task only | 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 | You can assign multiple people, but coordination is manual |
| Reuse task-level structures across projects | Project templates with tasks included | You cannot reuse task templates | You can reuse workflows and form templates | Task templates with dependencies | You can reuse task lists through workflows | You can reuse task templates |
| Control access at the individual task level | 4 access levels per project (not per task) | You cannot set permissions per task | You cannot set permissions per task | Project-level only (no task-level) | You cannot control permissions per task | Permissions are controlled by roles, not per-task rules |
| Prevent work from starting out of order | Basic task dependencies (limited configuration options) | You cannot link tasks together | You cannot link tasks together | Waiting on, Blocking, Related to | | You can define task dependencies |
| Automate repeating work with flexible schedules | Daily, weekly, monthly, yearly recurring tasks | You cannot create recurring tasks | You cannot create recurring tasks | Daily, weekly, monthly, milestones | | You can create recurring tasks |
| Add task-level fields for tracking custom details | Custom fields on CRM objects (limited on tasks) | | | Custom fields (text and number only) | | |
| Easily track time using timers or manual entries | Start/stop timer and manual entry | Basic time tracking (manual entry on desktop, stopwatch on mobile) | | Timer and manual time entry | Start and stop timers or log time manually | You can track time using timers or manual entry |
| Log time directly against tasks and subtasks | Track time by client, project, and task | Project-level only, no task-level tracking | You cannot track time per task | Limited to task-level only (no subtask tracking) | You cannot track time per task | You can track time directly on tasks |
| See time spent per project and per client | Track time at project level | Time tracked at project level | You cannot track time per project | | Track time across different projects and clients | You can track total time per project |
| Clearly separate billable and non-billable time | Time tied to invoicing (no billable/non-billable toggle documented) | Billable time tracking available | You cannot bill time automatically | Billable and non-billable categorization | You cannot set billing rules for time | You must manually define what counts as billable |
| Turn tracked time into invoices without extra steps | Auto-populate invoices from tracked hours | Invoice from time logs (desktop only) | There is no time to invoice | One-click invoice from time entries | Convert tracked billable time into an invoice | Tracked time can be invoiced with manual confirmation |
| View detailed time reports by task, project, or client | Time views by project, client, and month (no exportable reports or filters) | Basic time logs per project | You cannot generate timesheets | Detailed timesheet reports | You cannot generate timesheet reports | You can generate detailed time reports |
| See how each team member tracks their time | Team time logging (no approval workflow) | Team members can log time on shared projects | You cannot see team time reports | Per-member timesheets with locking | No team breakdown for time entries | You can view time logs per team member |
Create and send proposals | Create proposals clients can review, approve, and sign in one flow | Drag-and-drop proposal builder | Smart files combine proposals and contracts | Proposals with pricing tables | Customizable proposals with e-signatures | Quotes with limited design options | Proposals with line items and attachments |
Drag-and-drop proposal builder | Create custom, branded proposals without layout limits or code | Drag-and-drop with templates | 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) | You cannot drag and drop proposal sections | You can edit proposals visually, but layout control is complex |
Reusable proposal templates | Reuse proven proposal layouts across clients | Pre-built professional templates | You can use proposal templates | You can use proposal templates | Industry templates plus custom templates | Save and reuse your own proposal templates | You can use prebuilt proposal templates |
Real-time proposal analytics | See exactly when proposals are opened and reviewed | No view tracking or engagement analytics | You can see when a proposal is viewed | You cannot see proposal view analytics | | You cannot see proposal views or activity | You can see status changes, not detailed viewing analytics |
Live messenger on proposals | Answer questions directly while clients review proposals | Client comments directly on proposals | You cannot chat inside proposals | You cannot chat inside proposals | No live chat in proposals | You cannot chat inside proposals | You cannot message clients inside proposals |
| Move from proposal to contract, invoice, or booking automatically | Auto-convert to contract and project on approval | Complete Smart Files flow | You can add proposal items like services or products | Proposal-contract link only (no scheduler) | Limited flow (no integrated scheduler sync) | Limited proposal-to-booking flow |
Convert proposal to invoice | Create invoices directly from approved proposals | Auto-create invoice when agreement is signed | Accepted proposals create invoices | Accepted proposals create invoices | Auto-generate invoice from accepted proposal | You can turn accepted proposals into invoices | You can convert proposals to invoices with manual steps |
| Offer upsells and add-ons directly inside proposals | No interactive pricing tables or package selection | You can offer packages and add-ons | You can offer packages and add-ons | Packages with single, multi-select options | You cannot offer configurable packages | You can create packages using configuration rules |
Interactive pricing tables | Let clients choose options before approving | No interactive pricing tables | Pricing updates dynamically | Pricing updates based on selections | Static pricing only (no client selection) | Pricing tables are static | Pricing tables exist but do not update dynamically |
Dynamic data and variables | Auto-fill proposal content with client and project data | Basic merge fields (no dynamic data blocks) | | | Basic smart fields (limited variables) | Use tokens to insert client and project data automatically | You can use variables to auto-fill proposal content |
| Automatically expire proposals after a set date | Expiration dates not confirmed in documentation | You can set proposal expiry | You cannot set proposal expiry dates | Manual expiry dates (no automation) | You cannot set proposal expiry dates | You can set proposal expiration dates |
| | Contracts stored in client profile (no standalone PDF export documented) | You can download proposal PDFs | You can download proposal PDFs | Basic PDF export (limited branding) | You can download proposals as PDFs | You can download proposals as PDFs |
| 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) | Save and reuse sections across different documents | You can reuse content via templates, not blocks |
Legally binding e-signatures | Collect secure electronic signatures on proposals | E-signatures on proposals | | Clients can sign documents online | Basic e-signatures (limited audit trail) | Clients can sign your agreements online | Clients can sign proposals online |
Custom proposal data fields | Create custom proposal data you can sort, filter, and report on | Merge fields for client and project info (no sortable custom data) | | | Text and date custom fields only | Not supported. You cannot customize signer fields | Custom fields available with configuration |
Create and sign contracts | Create, send, and sign contracts in one continuous flow | Legally vetted contract templates | Smart files combine contracts and invoices | Contract creation with automation | Legally vetted templates with e-signatures | Contracts with e-signature capture | |
Drag-and-drop contract builder | Create fully custom contracts with flexible layouts, no code or formatting limits | Pre-built legal templates | You cannot visually build contracts | You can build contracts using form blocks | Visual editor (no full drag-and-drop) | You cannot visually build contracts | Contracts use structured templates, not free-form builders |
Legally binding e-signatures | Collect secure signatures with audit trails and signer verification | E-signatures on contracts with audit trail | Contracts support legal e-signatures | Contracts support legal e-signatures | Legally binding e-signatures | E-signatures meet standard legal requirements | Contracts support legally binding signatures |
Multi-signature / signees | Collect signatures from multiple people on the same contract | Single signer per contract (no multi-party signing) | You can collect multiple signatures, with fixed roles | You can collect multiple signatures, setup is limited | Multiple signers and recipients | You cannot collect signatures from multiple people | You can add multiple signers to contracts |
Reusable contract templates | Reuse contract structures to create new agreements faster | Pre-built legal templates | You can use contract templates | You can use contract templates | Industry-specific and custom templates | You can use contract templates | You can use predefined contract templates |
Auto-reminders automation | Automatically follow up until contracts are signed | Automatic follow-up reminders | You can send automatic reminders | Reminders send automatically | Auto-reminders (stop after 16 days overdue) | You can send automatic reminders | Signing reminders send automatically |
| Auto-fill contract content with client and project data | Merge fields for client data (no dynamic data blocks) | You can use smart fields in contracts | You can use smart fields in contracts | Basic smart fields (limited variables) | You can insert custom fields | Variables auto-fill contract fields |
Contract automation triggers | Trigger automated workflows the moment a contract is signed | Signed contracts trigger project creation and invoice generation | Contracts can trigger workflows | Contracts trigger workflows | Contract & proposal triggers only | Contracts can trigger workflows | Contracts can trigger workflows only if configured |
| See when contracts are opened and reviewed | Real-time tracking (sent, viewed, paid, overdue) | You receive contract notifications | You receive signing notifications | Basic email notifications (no detailed tracking) | You receive email notifications | You receive notifications when contracts are viewed or signed |
PDF download with signature certificate | Download signed contracts with official proof of signature | Signed contracts stored in client profile (no signature certificate) | You can download signed PDFs | You can download signed PDFs | Basic PDF download (limited certificate) | You can download signed PDFs | Signed contracts can be downloaded with certificates |
Custom signer data fields | Collect structured signer information during signing | Standard signer fields (name and email only) | You cannot customize signer fields | You cannot customize signer fields | Standard fields only (name & email) | Not supported. You cannot customize signer fields | Signer fields are configurable with limits |
Custom contract data fields | Create custom contract data you can sort, filter, and report on | Merge fields only (no sortable or filterable custom data) | | | Custom fields (contact info only) | | Custom fields available with configuration |
Create invoices and get paid | Send invoices and collect payments in one connected flow | Customizable invoice templates with online payments | Invoices with instant online payments | Invoices with payment plans | Invoicing with multiple payment options | Invoices with Stripe and PayPal | Full invoicing with payment tracking |
| Match invoices to your brand with custom logos, colors, and layout | | | | Limited branding (logo and colors only) | Basic invoicing (no smart tax automation) | Invoices support logos, colors, and branding |
Drag and drop invoice builder | Create custom invoice layouts visually without formatting limits | Template-based editor (not drag-and-drop) | Fixed themes (non-customizable layouts) | | Pre-built templates (no drag-drop) | Template-based (no drag-and-drop designer) | Visual builder but complex setup |
| Edit pricing, quantities, descriptions, and structure freely | Custom descriptions, quantities, and pricing per line | | | Line items (no advanced customization) | You can customize invoice line items | You can edit invoice line items |
Item or invoice discounts | Apply discounts at the item or full invoice level | | | | Discounts (percentage or fixed, no tiered) | You can add discounts to line items | You can apply discounts to invoices |
| Create tax rules that match your location and use case | Basic tax calculations (not full tax automation) | | | Basic tax configuration (no automation) | You can set custom tax rules | You can configure tax rates |
| Accept bank transfers for lower-fee payments | | You can accept bank transfers | You can accept bank payments | ACH via Bonsai Payments (US, UK, CA, AU only) | | You can accept bank payments |
| Accept credit and debit cards instantly | Stripe integration included | You can accept payments via Stripe | You can accept payments via Stripe | Stripe payments supported | Stripe integration available | You can accept payments through Stripe |
| Collect in-person payments when needed | | You cannot accept payments via Square | You cannot accept payments via Square | | Square integration available | You cannot accept payments via Square |
| Let clients pay using PayPal | PayPal integration included | You cannot accept payments via PayPal | You cannot accept payments via PayPal | PayPal payments supported | PayPal integration available | You can accept payments via PayPal |
Flexible partial payments | Collect deposits and split payments across milestones | Deposit requests (limited installment options) | You can accept partial payments | You can accept partial payments | Partial payments (manual milestone setup) | You can set up payment schedules | You can accept partial payments |
| Break invoices into scheduled installments | Recurring invoices (no milestone-based installment schedules) | You can split invoices into payments | You can split invoices into payments | Payment plans (limited automation) | You can set up payment schedules | You can split invoices into installments |
Automated recurring invoices | Automatically send invoices on a recurring schedule | Recurring invoices with custom frequency | You can schedule payments, not subscriptions | You can schedule invoices, not subscriptions | Weekly, biweekly, monthly, yearly recurrence | Recurring invoices (no automated subscription portal) | You can schedule recurring invoices |
| Manage ongoing client subscriptions and billing | Recurring invoices only (no subscription portal or client self-service) | You cannot manage subscriptions | You cannot manage subscriptions | Recurring invoices (no subscription portal) | Recurring invoices (no automated subscription portal) | Subscriptions can be managed with setup |
Automated payment reminders | Follow up automatically until invoices are paid | Automatic follow-up reminders with late fees | Payment reminders send automatically | Payment reminders send automatically | Automated reminders (stop after 16 days) | Automated reminders supported | Payment reminders send automatically |
Reusable invoice templates | Reuse invoice layouts without rebuilding each time | | You can reuse invoice templates | You can reuse invoice templates | Templates available (limited customization) | You can reuse templates and content | You can reuse invoice templates |
Multiple currency support | Bill clients globally in their local currency | | You can use one account currency only | You can use one account currency | Multi-currency (manual exchange rates) | Basic support (no automated exchange rates) | You can invoice in multiple currencies with account limits |
Invoice automation triggers | Trigger automated workflows when invoices are sent or paid | Pipeline stage triggers only (Pro plan) | Contracts can trigger workflows | Contracts trigger workflows | Payment & form triggers only | Simple triggers (no multi-step automation) | Contracts can trigger workflows only if configured |
| See when invoices are opened and paid | Real-time tracking (sent, viewed, paid, overdue) | You receive contract notifications | You receive signing notifications | Email notifications (no real-time tracking) | Activity log (no real-time updates) | You receive notifications when contracts are viewed or signed |
Built-in expense tracking | Track project-related costs alongside invoices | Expense tracking with receipt attachment and Plaid bank sync | You cannot track expenses | You cannot track expenses | Expense tracking (auto-categorization via bank sync) | | |
| Collect upfront payments before work starts | Deposit requests available | | | Deposits supported (manual collection) | Deposit payments supported | You can request invoice deposits |
Auto-invoice billable time | Turn tracked time into invoices automatically | Auto-populate invoices from tracked hours | There is no time to convert | There is no time to convert | Time-to-invoice (manual confirmation required) | You can add tracked time to invoices | Time can be invoiced with manual confirmation |
Custom invoice data fields | Create custom invoice data you can sort, filter, and report on | Basic custom fields on invoices | | | Text and date custom fields only | | Custom fields available with configuration |
Centralized unified inbox | Manage email, chat, and messages from one shared inbox | Communicator with email, SMS, and phone in one view (Pro plan) | Messages and emails live in one inbox | Messages and emails live in one place | A unified client inbox is not supported | Communication is limited to email sync | Messages are grouped by module, not unified |
| Connect and manage all your email accounts in one place | Two-way email sync via Communicator (Pro plan) | | | Send-only (no inbox sync) | Email sync & templates included | You can sync external email accounts |
| 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 | | No native live chat feature | Live chat is available via portal widgets |
| Message teammates privately without leaving your workspace | Direct messages via Communicator | | | Direct messaging is not supported | | Direct messages exist with limits |
Contextual project conversations | Keep conversations tied directly to the project they belong to | Full conversation history in Communicator | Messages are tied to projects | Messages are tied to projects | No in-app project messaging | Email sync (limited to project-specific threads) | Context depends on where the message was sent |
| Create shared spaces for team-wide discussions | | You cannot create team channels | You cannot create team channels | Team chat is not supported | | 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 | @mentions supported in task comments | You cannot mention teammates | You cannot mention teammates | | | @mentions work in specific areas only |
| See when messages are read | Conversation history tracked (no read receipts) | You can see when clients read messages | You can see when clients read messages | Read receipts are not supported | Activity log (tracks when emails are opened) | Read receipts are not consistently visible |
| Share files directly inside conversations | 50 MB attachments or external links (no native file storage) | You can share files in messages | You can share files in messages | Share files and links in portal messages | | Files are attached to records, not chat threads |
| Collaborate on incoming emails as a team | No shared team email inbox | | | | | Limited team email sharing |
| Access and respond to messages on mobile | | | | | | Mobile app has limited inbox features |
| Reply from your email client and keep conversations synced | Email replies sync to Communicator threads | Email replies sync to conversations | Email replies sync to conversations | | Email replies sync to inbox | Limited email reply support |
| Keep all client and project files in one organized place | File attachments on tasks (50 MB limit, no file manager) | Files exist per project only | Files are stored per project only | Project document storage with client access | Basic storage (no dedicated file management system) | You can store and manage files centrally |
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) | | Project-based file sections |
| Control who can view or edit folders | 4 project access levels apply to files | 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) | | | Basic storage (no dedicated file management system) | Files are project-attached only |
| Keep files scoped to each project | Files organized within projects | Fixed themes (non-customizable layouts) | | Project-based file sections in portal | Basic storage (no dedicated file management system) | Project-based file sections |
| Preview files instantly without downloading | Basic file previews within tasks | Fixed themes (non-customizable layouts) | | | | Preview via project files |
| 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 | Contact info only (no CRM fields) | Unlimited contact & project fields | You can add custom fields across modules |
| Create and edit documents directly inside Plutio | Proposal and contract documents only | Fixed themes (non-customizable layouts) | | No built-in document editor | You can connect quotes to contracts and invoices | |
Comments on files and docs | Leave comments directly on files and documents | Comments and @mentions on tasks | Fixed themes (non-customizable layouts) | | No file commenting system | | Comments on project files |
| Move, tag, or manage many files at once | | Fixed themes (non-customizable layouts) | | | Basic management (no bulk operations) | |
| Find files quickly using search and filters | Search within project context | Fixed themes (non-customizable layouts) | | | Basic search (limited filtering options) | Search within project files |
| Sync files with Google Drive or Dropbox | No native cloud storage sync | Fixed themes (non-customizable layouts) | | | | |
| Restrict access with permissions or passwords | 4 project access levels control file visibility | Fixed themes (non-customizable layouts) | | | Client portal only (no public sharing controls) | Role-based sharing controls |
| Share files externally with controlled access | Share via task attachments or external links only | Fixed themes (non-customizable layouts) | | Portal sharing only (no direct file links) | Client portal only (no direct sharing links) | Project-based sharing only |
| Let clients book meetings directly without back-and-forth emails | Embeddable booking page with calendar sync | Scheduler with intake forms | Custom scheduler with workflows | Booking pages with calendar sync | Simple scheduler, no team round-robin | Scheduler with calendar sync |
| Build a fully branded, customizable booking system using a drag-and-drop editor | Customizable booking page with branding | Branding options are limited | Branding options are limited | Custom branding on booking pages | Basic scheduler (limited team coordination) | Booking pages support custom branding |
Advanced availability management | Define flexible availability rules applied automatically to bookings | Custom availability windows with calendar blocking | You can control availability | You can control availability | Event types with availability windows | Basic scheduler (limited team coordination) | You can define availability rules |
| Add buffer time automatically between meetings | Configurable buffer between meetings | | | Buffer times (no daily limits) | Buffer time between meetings | You can add buffer times to bookings |
| Create unlimited booking types with different rules and setups | Multiple meeting types with unique settings | You can offer multiple session types | You can offer multiple appointment types | Custom event types with different durations | Multiple session types supported | You can offer multiple booking types |
Calendar sync (Google/Outlook) | Two-way calendar sync that stays up to date automatically | Google, Outlook, iCloud, CalDAV | Fixed themes (non-customizable layouts) | | Calendar sync (Google and Outlook only) | Two-way sync (Google & Outlook) | |
Customizable booking confirmations | Fully customizable confirmation pages with no layout or branding limits | Automated confirmations and reminders | Confirmation customization is limited | Confirmation customization is limited | Email customization (limited template control) | Custom confirmation emails | Confirmation messages have limited customization |
| Send bookers anywhere after scheduling, not just a fixed thank-you page | Customizable confirmation pages | You cannot redirect after booking | You cannot redirect after booking | Redirect supported (basic URL redirect) | Included. Redirect after booking supported | Redirects require workflow configuration |
Booking automation triggers | Trigger automated workflows the moment a meeting is booked | Automated reminders and confirmations | Contracts can trigger workflows | Contracts trigger workflows | Booking triggers (limited action types) | Trigger actions on booking | Contracts can trigger workflows only if configured |
| Send automatic reminders without manual follow-ups | Automated meeting reminders | Meeting reminders send automatically | Meeting reminders send automatically | Auto-reminders (email only, no SMS) | | Meeting reminders send automatically |
Automatic timezone detection | Handle timezones automatically without manual adjustments | Calendar sync handles timezones (no explicit detection documented) | Timezones adjust automatically | Timezones adjust automatically | Timezone detection (basic support) | | Timezones adjust automatically |
Paid appointments (Stripe/PayPal) | Collect payments during booking without extra steps | Require payment before meeting is booked | Fixed themes (non-customizable layouts) | | | | Payments via integrations only |
| Build booking forms with full control over questions and layout | Custom intake forms on meeting types | | | | You can collect info on booking | You can customize booking forms |
Minimum notice / daily booking limits | Set booking limits to control lead time and daily volume | Booking limits not confirmed in documentation | You can set booking limits | You can set booking limits | Notice periods (no per-event daily limits) | Booking limits & notice supported | You can set booking limits |
Rescheduling and cancellation controls | Define flexible rules for rescheduling and cancellations | Clients can reschedule or cancel bookings | Clients can reschedule or cancel | Clients can reschedule or cancel | | | Clients can reschedule or cancel bookings |
Automated workflows builder | Build advanced workflows visually without code or rigid templates | Visual workflow builder (Pro plan only) | AI-powered workflow builder with branching | Visual node-based Flows builder | Contract, proposal, invoice, form triggers | Trigger-based automation, no visual builder | Workflow automation with triggers |
| Start workflows from real events across projects, clients, and payments | Pipeline, form submission, and invoice triggers (Pro plan only) | You can automate actions with workflows | You can automate automation actions with workflows | Contract signed, proposal accepted, form filled | Event-driven automation supported | You can build trigger-based workflows |
| Run workflows on schedules you control, not fixed intervals | No independent time-based triggers | Workflows cannot repeat on a schedule | Workflows cannot repeat on a schedule | | | Workflows can run on schedules |
| Chain multiple actions into one continuous automation | Multi-step sequences with branching | Workflows can include multiple steps | Workflows can include multiple steps | | Single actions. Complex multi-step flows not supported | You can chain multiple automation steps |
| Create conditional paths instead of one-size-fits-all flows | Decision widget with AND/OR logic | Branching exists, but options are limited | Branching exists, but is limited | | | Conditional logic is supported |
| Add precise timing between steps, down to minutes or days | Wait For conditions only (no timed delays) | You can delay workflow steps | You can delay workflow steps | | Supported. You can delay workflow steps | |
| Create, update, or move records automatically across the system | Create projects, send invoices, send agreements | Creation actions are limited | Creation actions are limited | Auto-create (projects and clients only) | Auto-create projects & invoices supported | Records can be created automatically with setup |
| Reorganize work automatically without manual cleanup | Change pipeline stage only (no move/duplicate/archive) | Items cannot be duplicated automatically | Items cannot be duplicated automatically | | | Records can be duplicated automatically |
| 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 |
| Trigger or receive real-time events from external systems | Webhook events (Pro plan only) | You cannot use APIs or webhooks | You cannot use APIs or webhooks | Webhooks (outgoing only, no incoming) | Supported via webhooks (no visual designer) | You can trigger API calls and webhooks |
| Send automated emails tied to real workflow events | Send email from templates with tokens | Workflows can send emails | Workflows can send emails | Logo & colors (no custom domain) | Automation can trigger emails | Emails can be sent automatically |
| Add notes or comments automatically where work happens | | You cannot post comments via automation | You cannot post comments via automation | | No internal commenting system | 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 | | Basic activity log (no detailed execution history) | Automation activity is logged |
| Pass data between steps dynamically without manual mapping | Basic token replacement in emails and agreements | | | | You can use tokens for dynamic data | Variables work across automation |
| Run workflows that span projects, tasks, proposals, invoices, and more | Pipeline-triggered only (limited cross-entity scope) | Forms, bookings, and payments trigger workflows | Forms, payments, and bookings trigger workflows | | Linear only (limited cross-module connectivity) | Actions can trigger across modules |
| Build fully branded forms that match your workflow and client experience | Unlimited form creation with templates | Questionnaires with limited styling | Branded forms with smart fields | Branded intake and questionnaire forms | Basic form templates, no branding control | Form builder with file uploads |
Drag-and-drop form builder | Design forms visually with full layout control, no code required | Form builder with reusable templates | You cannot visually build contracts | You can build contracts using form blocks | Form editor (no true drag-and-drop) | Template-based (fixed form structures) | Contracts use structured templates, not free-form builders |
| Reuse form structures without rebuilding from scratch | | You cannot reuse form templates | You can reuse form templates | Form templates with auto-CRM sync | Included. You can save and reuse forms | You can reuse form templates |
| Collect structured data you can sort, filter, and report on | Custom fields (text, select, radio, checkbox) | You can add custom fields | You can add custom fields to forms and records | Custom fields (limited field types) | Included. You can add custom fields to forms | You can add custom fields across modules |
| Show or hide fields based on responses, not static forms | Conditional show/hide fields with AND/OR logic | Fields cannot change based on answers | Fields can change based on answers | Conditional logic (limited complexity) | Not supported. Forms are static | Fields can change based on answers |
Instant email notifications | Get notified immediately when forms are submitted | Auto-responses on submission | You can email on submission | You can email on submission | Email notifications (no customization) | Included. Email alerts on submission | Notifications can send on submission |
| Trigger automated workflows when a form is submitted | Form submissions can feed into automations (Pro plan) | Contracts can trigger workflows | Contracts trigger workflows | Basic automation triggers (limited actions) | Included. Form submission can start workflows | Contracts can trigger workflows only if configured |
| Embed forms anywhere without layout restrictions | | | | Embed via iframe (limited styling control) | Included. You can embed forms on your site | Forms can be embedded on websites |
Advanced field preferences | Control required, hidden, and default field behavior | | | Field behavior is limited | | Basic field settings (no advanced validation) | Field behavior options are limited |
Comprehensive field types | Collect text, files, dates, selections, and more | Text, select, radio, checkbox (no regex or conditional validation) | | | | Standard fields (text, date, select) supported | Most common field types are available |
| Collect legally binding signatures directly inside forms | E-signatures via contract documents | Forms can include signatures | Forms can include signatures | E-signature field (basic, no advanced options) | Included. Electronic signatures available on forms | Forms can include signatures |
| Accept file uploads as part of form submissions | File attachments (50 MB limit) | | | Clients can upload files to projects | Included. Clients can upload files to forms | |
Redirect after submission | Send submitters to a custom next step, not a fixed thank-you page | Custom redirect after form submission | You cannot redirect after submit | You cannot redirect after submit | | Included. Custom redirect links supported | Redirects after submission are supported |
| Manage contacts and companies in one connected system | Client profiles with lifetime earnings and sales pipeline | Pipeline with AI lead prioritization | CRM with auto-created client records | CRM with Deals pipeline for leads | Contact management with lead tracking | Full CRM with lead portals |
| Track organizations, not just individual contacts | Client records (no separate company entities) | Companies exist, but contacts come first | Companies exist, contacts come first | Companies (basic info only, no hierarchy) | Organization tracking (no separate company records) | You can group contacts into companies |
Custom contact data fields | Collect and manage structured contact data you define | Custom fields on CRM objects | | | Custom fields (text and select only) | Included. Unlimited custom contact fields | CRM fields are customizable |
Complete activity timeline | See every interaction with a client in one place | Historical data per client (not a formal timeline) | You can see full activity history | You can see full activity history | Activity log (projects and invoices only) | Included. Tracks interactions per contact | Activity history exists across modules |
Contacts labeling and grouping | Organize contacts flexibly without rigid pipelines | Prospect vs Client record types (no tags) | You can tag and segment contacts | You can tag and segment contacts | Tags (no advanced segmentation) | Included. Tag-based organization supported | Contacts can be tagged and segmented |
Comprehensive knowledge base | Create an internal wiki for processes, docs, and guides | No wiki or knowledge base | You cannot create an internal wiki | You cannot create an internal wiki | | Not supported. No built-in wiki or SOP system | You can create internal knowledge bases |
Beautiful rich text pages | Write structured, formatted content without complexity | | Not supported (requires integration) | | | Not supported. No rich-text page builder | |
| Build deep knowledge hierarchies without limits | | Not supported (requires integration) | | | | |
Granular page permissions | Control exactly who can view or edit each page | | Not supported (requires integration) | | | | |
Custom dashboards and pages | Build dashboards around what matters to you, not fixed metrics | Homebase dashboard (not fully 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 | No drag-and-drop dashboard builder | Limited dashboard widgets | | Pre-configured widgets only | Not supported. Dashboard is pre-configured | Widget-based, no drag-drop |
| Visualize data with customizable charts | Basic pipeline and revenue charts | | | Charts (revenue and time only) | Basic financial charts (no custom chart creation) | |
| Track key numbers without manual reporting | Revenue and time metrics (no custom KPIs) | | | Metrics (revenue and project totals only) | Standard metrics only (revenue, leads) | |
| Monitor progress toward defined goals | | Not supported (requires integration) | | | Not supported. No internal goal tracking system | |
| Add contextual notes directly to dashboards | No notes widget on dashboard | Not supported (requires integration) | | | Not supported. No dashboard notes widget | |
| View upcoming events alongside work and metrics | Calendar widget on homebase | | | Calendar widget (upcoming tasks only) | Included. Agenda and upcoming tasks displayed | Limited calendar integration |
| Track revenue and expenses in the same view | | Revenue & invoice tracking | | Revenue tracking (invoices only, no expenses) | Included. Revenue and pending payments tracking | |
| Run the entire platform under your brand | White-label on Pro plan ($25/month) only | HoneyBook branding, not white-label | Dubsado branding, not white-label | Documents and portal only (no admin theming) | | Full white-label with custom domains |
| Apply your brand colors across the system | Logo, colors, fonts on client portal (Pro plan) | UI theme cannot be customized | UI theme cannot be customized | No admin interface theming | Not supported. Themes are pre-defined | UI theme options are limited |
| Fine-tune styling beyond basic theming | | You cannot apply custom CSS | You cannot apply custom CSS | | Not supported. No custom CSS access | Custom CSS is supported with constraints |
Custom login/signup pages | Use branded authentication pages instead of generic screens | Branded portal welcome page (Pro plan) | Login pages cannot be customized | Login pages cannot be customized | Branded login (fixed layout) | Logo branding only (fixed layout) | Login and signup pages can be customized |
| Send all system emails with your branding | | You can brand outgoing emails | You can brand outgoing emails | Logo in emails (no custom templates) | Included. Add your logo to all messages | |
| Use your own fonts throughout the platform | Custom fonts and logo on portal (Pro plan) | You cannot use custom fonts | You cannot use custom fonts | | Not supported. No custom font uploads | Font selection is limited |
| Replace all platform logos with your own | Custom fonts and logo on portal (Pro plan) | | | Logo (documents and portal only) | Included. Your logo on documents and emails | |
| Run everything on your own domain | Custom domain via CNAME (Pro plan only) | Not supported (requires integration) | | | Not supported. Redirects to 17hats domain | |
| Send emails from your own email infrastructure | SMTP configuration for sending from your own email address | Not supported (requires integration) | | | Included. Send from your SMTP server | |
| Embed Plutio directly into your website or product | | Not supported (requires integration) | | | | |
| Shape the platform to match how your business works | Workspace configuration included | HoneyBook has fixed workspace | Dubsado has fixed workspace | No workspace customization | 17hats has fixed workspace | |
| Add, remove, or reorder navigation items freely | Toggleable portal modules (not full menu editor) | You cannot customize navigation | You cannot customize navigation | Fixed menu (no customization) | Fixed menu (no customization) | Navigation can be rearranged with setup |
| Show different navigation for different roles | No user-based menu customization | Menus are the same for all users | Menus are the same for all users | | Not supported (fixed menu for all user roles) | Menus depend on assigned roles |
| Create role types beyond preset permissions | Fixed roles only (no custom role creation) | You cannot define custom roles | You cannot define custom roles | 4 fixed roles (no custom) | Basic roles only (no granular permissions) | You can define custom roles |
Advanced user permissions | Control access at a granular level | No granular per-task permissions | Permissions are not configurable | Permissions are not configurable | Project permissions (no granular control) | Not supported (no granular permission settings) | Permissions can be configured in detail |
| Support enterprise-grade single sign-on | | | | Email & password login only | Email & password login only | SSO is available on higher plans |
| Integrate with external systems without lock-in | Native: Stripe, PayPal, QuickBooks, Google/Outlook Calendar, Zoom, Google Meet, Plaid | | | Integrations (Zapier and Make only) | Zapier plus direct integrations | Native integrations via API |
| Connect to thousands of apps without custom code | Zapier integration (Pro plan only) | You can connect HoneyBook to Zapier | You can connect Dubsado to Zapier | Zapier (limited triggers and actions) | Included. Full Zapier connectivity | Zapier can connect to SuiteDash |
| Build advanced automation scenarios visually | Make.com integration (Pro plan only) | You cannot connect via Make | You cannot connect via Make | Make.com (limited modules) | | Make can connect to SuiteDash |
| Connect services without usage-based limits | Pabbly Connect integration (Pro plan only) | You cannot connect via Pabbly | You cannot connect via Pabbly | | | Pabbly can connect using API |
| Build custom integrations with full system access | Public API with 29 endpoints (Pro plan only) | | | REST API (read-only, limited endpoints) | Included. API access available for developers | You can access a REST API |
Incoming & outgoing webhooks | Send and receive real-time events | Webhook events (Pro plan only) | | | Webhooks (outgoing only, limited events) | Supported. Automate events via webhooks | |
| Access your business from native mobile apps | | Full-featured iOS and Android apps | iOS and Android with Tap to Pay | Mobile apps (iOS and Android, limited features) | | Mobile-responsive, no native apps |
| | | You can use HoneyBook on iOS | You can use Dubsado on iOS | iOS app (basic features only) | Limited features (legacy mobile interface) | Mobile app exists with limited functionality |
| Full-featured Android app | | You can use HoneyBook on Android | You can use Dubsado on Android | Android app (basic features only) | Limited features (legacy mobile interface) | Android app exists with limited functionality |
| Native macOS app for desktop workflows | | | | | Web only. No native Mac application | No native Mac desktop app exists |
| Native Windows app for desktop workflows | | | | Web only (no Windows app) | Web only. No native Windows application | No native Windows desktop app exists |
