| | $10/user/month (Team plan, billed annually, minimum seats may apply) | $9/user/month (Basic, 3 user min) | $36/month (Starter, $29/month annual) | $28-44/month (Starter plan, Dec 2025 pricing) | $12/month (Starter, $10/month annual) |
| No free plan (14-day trial available) | Free plan with unlimited users (200 active task limit) | Free plan for up to 2 users | No free plan (7-day trial) | No free plan (21-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 | Full project management with Gantt, Kanban, Table, and Calendar views | Highly flexible project structures | Projects with task lists and pipeline | Projects with task boards | Projects with Table, Kanban, and Timeline views |
Project roles and permissions | Control exactly who can view or edit each part of a project | Role-based access with Admin, Regular, External, and Collaborator roles | You can control access at board and item level | 5 team roles with project access control | 3 fixed roles (Basic, Accountant, Admin) | 4 project access levels (full, read-only, overview, hidden) |
| Unlimited boards to run parallel workflows in the same project | Multiple folders and spaces with cross-tagging across projects | You can create unlimited boards | You cannot use task boards | You cannot use task boards | |
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 | No embeddable project boards |
| Read-only public links for sharing progress without risk | Share via guest access links (no public read-only links) | Boards can be shared publicly with limits | You can share projects via the client portal only | You can share via the client portal only | Client portal access only (no public links) |
Project stages and milestones | Define custom project lifecycles for different types of work | Custom statuses and milestones with dependency tracking | You can define custom statuses and milestones | You can use pipeline stages, but they are predefined | You can use project statuses, but no milestones | Custom task statuses (no formal milestones) |
Connected proposals, contracts, and invoices | Everything related stays connected to the project automatically | No proposals, contracts, or invoicing features | Proposals, contracts, and invoices are not supported | Integrated via Smart Files | Proposals, contracts, and invoices live inside projects | Proposals auto-convert to contracts and projects |
Custom project data fields | Track, sort, filter, and report on custom project data | Custom fields on projects and tasks (Team plan and above) | | | | Custom fields on CRM objects (limited on tasks) |
| Drag-and-drop tasks across customizable columns | Board view with drag-and-drop | Boards can be viewed in Kanban style | You cannot view tasks in a kanban board | Kanban view added in Dubsado 3.0 (Nov 2025) | Kanban board view included |
| Bulk-edit tasks like a spreadsheet | Table view with sortable columns | Boards default to table view | You cannot view tasks in a table | Table view is the default task display in Dubsado 3.0 | |
| Clean task lists with clear hierarchy | | Items can be viewed as lists | You can view projects in a list | You can manage tasks in simple lists | No dedicated list view (table view used instead) |
| See tasks and deadlines on a calendar | Calendar view for tasks and deadlines | Calendar view is supported | You can see bookings on a calendar | You can see deadlines and appointments on a calendar | Homebase calendar with task dates |
| Plan work visually with task order and dependencies | Interactive Gantt chart with dependencies and critical path | Gantt view is supported on higher plans | You cannot view work on a gantt chart | You cannot view work on a gantt chart | Timeline view functions as Gantt chart |
| Break work down into multiple nested levels | Nested subtasks supported | | You cannot split tasks into subtasks | You cannot split tasks into subtasks | Subtasks as checkboxes (single level, not nested) |
| Turn emails into tasks without manual copying | | | Not supported (email sync only) | You cannot create tasks from emails | No email-to-task conversion |
| Keep discussions tied directly to each task | Comments with @mentions on tasks | | You cannot comment on tasks | You cannot comment on tasks | Comments and @mentions on tasks |
| Store files directly on the task they belong to | File attachments on tasks | Files can be attached to items | You can share files, but not attach them to tasks | You can upload files, but not attach them to tasks | File attachments (50 MB limit per file) |
| Define priority levels that fit your workflow | 3 importance levels (High, Normal, Low) | Priority columns are supported | You cannot set task priorities | You cannot set task priorities | No native priority levels |
Task labels & color coding | Use unlimited labels to visually organize tasks | Custom labels and color coding on tasks | Status and label columns are supported | You cannot label or color-code tasks | You cannot label or color-code tasks | No native labels or color coding |
| Assign tasks to one or multiple teammates | Multiple assignees per task | Multiple assignees are supported | You cannot assign tasks to multiple people | You cannot assign tasks to multiple people | Single assignee per task only |
| Reuse task-level structures across projects | Task and project templates with blueprints | Board and item templates are supported | You cannot reuse task templates | You can reuse workflows and form templates | Project templates with tasks included |
| Control access at the individual task level | Folder-level permissions (not per-task granularity) | Permissions depend on board setup | You cannot set permissions per task | You cannot set permissions per task | 4 access levels per project (not per task) |
| Prevent work from starting out of order | Finish-to-Start, Start-to-Start, Finish-to-Finish, and Start-to-Finish dependencies (Team plan and above) | Dependencies are supported | You cannot link tasks together | You cannot link tasks together | Basic task dependencies (limited configuration options) |
| Automate repeating work with flexible schedules | Recurring tasks with flexible schedules | Recurring items are supported | You cannot create recurring tasks | You cannot create recurring tasks | Daily, weekly, monthly, yearly recurring tasks |
| Add task-level fields for tracking custom details | Custom fields on tasks (Team plan and above) | | | | Custom fields on CRM objects (limited on tasks) |
| Easily track time using timers or manual entries | Built-in time tracking on Business plan and above ($24.80/user/month) | Time tracking column (Pro and Enterprise plans only, $16/seat/month) | Basic time tracking (manual entry on desktop, stopwatch on mobile) | Built-in time tracker (Premier plan only, enhanced in 3.0) | Start/stop timer and manual entry |
| Log time directly against tasks and subtasks | Track time per task (Business plan and above) | You can track time per item | Project-level only, no task-level tracking | Time tracker available (Premier plan) | Track time by client, project, and task |
| See time spent per project and per client | Track time per project (Business plan and above) | Project time requires rollups | Time tracked at project level | Time tracked per project (Premier plan) | Track time at project level |
| Clearly separate billable and non-billable time | Billable hours categorization (Business plan and above) | Billable logic is not supported | Billable time tracking available | Billable hours logged to invoices (Premier plan) | Billable and non-billable toggle on time entries |
| Turn tracked time into invoices without extra steps | No invoicing feature (export time logs to external tools) | Invoices are not supported | Invoice from time logs (desktop only) | Tracked time can be added to invoices (Premier plan) | Auto-populate invoices from tracked hours |
| View detailed time reports by task, project, or client | Time reports with filters (Business plan and above) | Time tracking add-on required | Basic time logs per project | Basic time logs (Premier plan) | Time views by project, client, and month (no exportable reports or filters) |
| See how each team member tracks their time | Team time logs and approval workflows (Business plan and above) | Team views require dashboards | Team members can log time on shared projects | You cannot see team time reports | Team time logging (no approval workflow) |
Create and send proposals | Create proposals clients can review, approve, and sign in one flow | | Monday.com is for project management only | Smart files combine proposals and contracts | Proposals with pricing tables | Drag-and-drop proposal builder |
Drag-and-drop proposal builder | Create custom, branded proposals without layout limits or code | | Proposals are not supported | You can edit sections, not free drag-and-drop) | You can build proposals using drag-and-drop forms | Drag-and-drop with templates |
Reusable proposal templates | Reuse proven proposal layouts across clients | | Proposals are not supported | You can use proposal templates | You can use proposal templates | Pre-built professional templates |
Real-time proposal analytics | See exactly when proposals are opened and reviewed | | Proposals are not supported | You can see when a proposal is viewed | You cannot see proposal view analytics | No view tracking or engagement analytics |
Live messenger on proposals | Answer questions directly while clients review proposals | | Proposals are not supported | You cannot chat inside proposals | You cannot chat 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 | Auto-convert to contract and project on approval |
Convert proposal to invoice | Create invoices directly from approved proposals | | Invoices are not supported | Accepted proposals create invoices | Accepted proposals create invoices | Auto-create invoice when agreement is signed |
| Offer upsells and add-ons directly inside proposals | | Proposal pricing is not supported | You can offer packages and add-ons | You can offer packages and add-ons | No interactive pricing tables or package selection |
Interactive pricing tables | Let clients choose options before approving | | | Pricing updates dynamically | Pricing updates based on selections | No interactive pricing tables |
Dynamic data and variables | Auto-fill proposal content with client and project data | | | | | 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 | Expiration dates not confirmed in documentation |
| | Export projects and reports (no proposal PDFs) | | You can download proposal PDFs | You can download proposal 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 | No reusable content blocks |
Legally binding e-signatures | Collect secure electronic signatures on proposals | | Monday.com has no e-signatures | | Clients can sign documents online | E-signatures on proposals |
Custom proposal data fields | Create custom proposal data you can sort, filter, and report on | | Proposals are not supported | | | Merge fields for client and project info (no sortable custom data) |
Create and sign contracts | Create, send, and sign contracts in one continuous flow | | Monday.com does not handle contracts | 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 | | | You cannot visually build contracts | You can build contracts using form blocks | Pre-built legal templates |
Legally binding e-signatures | Collect secure signatures with audit trails and signer verification | | E-signatures are not supported | Contracts support legal e-signatures | Contracts support legal e-signatures | E-signatures on contracts with audit trail |
Multi-signature / signees | Collect signatures from multiple people on the same contract | | Contracts are not supported | You can collect multiple signatures, with fixed roles | You can collect multiple signatures, setup is limited | Single signer per contract (no multi-party signing) |
Reusable contract templates | Reuse contract structures to create new agreements faster | | Contracts are not supported | You can use contract templates | You can use contract templates | Pre-built legal templates |
Auto-reminders automation | Automatically follow up until contracts are signed | | Contract reminders are not supported | You can send automatic reminders | Reminders send automatically | Automatic follow-up reminders |
| Auto-fill contract content with client and project data | | Contracts are not supported | You can use smart fields in contracts | You can use smart fields in contracts | Merge fields for client data (no dynamic data blocks) |
Contract automation triggers | Trigger automated workflows the moment a contract is signed | | Automations apply to items, not payments | Contracts can trigger workflows | Contracts trigger workflows | Signed contracts trigger project creation and invoice generation |
| See when contracts are opened and reviewed | | Payment notifications are not supported | You receive contract notifications | You receive signing notifications | Real-time tracking (sent, viewed, paid, overdue) |
PDF download with signature certificate | Download signed contracts with official proof of signature | | Contracts are not supported | You can download signed PDFs | You can download signed PDFs | Signed contracts stored in client profile (no signature certificate) |
Custom signer data fields | Collect structured signer information during signing | | Contracts are not supported | You cannot customize signer fields | You cannot customize signer fields | Standard signer fields (name and email only) |
Custom contract data fields | Create custom contract data you can sort, filter, and report on | | Contracts are not supported | | | Merge fields only (no sortable or filterable custom data) |
Create invoices and get paid | Send invoices and collect payments in one connected flow | | Monday.com does not handle billing | Invoices with instant online payments | Invoices with payment plans | Customizable invoice templates with online payments |
| Match invoices to your brand with custom logos, colors, and layout | | Invoices are not supported | | | |
Drag and drop invoice builder | Create custom invoice layouts visually without formatting limits | | Invoices are not supported | Fixed themes (non-customizable layouts) | | Template-based editor (not drag-and-drop) |
| Edit pricing, quantities, descriptions, and structure freely | | Invoices are not supported | | | Custom descriptions, quantities, and pricing per line |
Item or invoice discounts | Apply discounts at the item or full invoice level | | Invoices are not supported | | | |
| Create tax rules that match your location and use case | | Invoices are not supported | | | Basic tax calculations (not full tax automation) |
| Accept bank transfers for lower-fee payments | | Payments are not supported | You can accept bank transfers | You can accept bank payments | |
| Accept credit and debit cards instantly | | Stripe works via third-party tools | You can accept payments via Stripe | You can accept payments via Stripe | Stripe integration included |
| Collect in-person payments when needed | | Payments are not supported | You cannot accept payments via Square | You cannot accept payments via Square | |
| Let clients pay using PayPal | | Possible via integrations only | You cannot accept payments via PayPal | You cannot accept payments via PayPal | PayPal integration included |
Flexible partial payments | Collect deposits and split payments across milestones | | Payments are not supported | You can accept partial payments | You can accept partial payments | Deposit requests (limited installment options) |
| Break invoices into scheduled installments | | Payments are not supported | You can split invoices into payments | You can split invoices into payments | Recurring invoices (no milestone-based installment schedules) |
Automated recurring invoices | Automatically send invoices on a recurring schedule | | Invoices are not supported | You can schedule payments, not subscriptions | You can schedule invoices, not subscriptions | Recurring invoices with custom frequency |
| Manage ongoing client subscriptions and billing | | Subscriptions are not supported | You cannot manage subscriptions | You cannot manage subscriptions | Recurring invoices only (no subscription portal or client self-service) |
Automated payment reminders | Follow up automatically until invoices are paid | | Payments are not supported | 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 | | Invoices are not supported | You can reuse invoice templates | You can reuse invoice templates | |
Multiple currency support | Bill clients globally in their local currency | | Board currency columns exist | You can use one account currency only | You can use one account currency | |
Invoice automation triggers | Trigger automated workflows when invoices are sent or paid | | Automations apply to items, not payments | Contracts can trigger workflows | Contracts trigger workflows | Pipeline stage triggers only (Pro plan) |
| See when invoices are opened and paid | | Payment notifications are not supported | You receive contract notifications | You receive signing notifications | Real-time tracking (sent, viewed, paid, overdue) |
Built-in expense tracking | Track project-related costs alongside invoices | | Expenses are not supported | You cannot track expenses | You cannot track expenses | Expense tracking with receipt attachment and Plaid bank sync |
| Collect upfront payments before work starts | | Invoices are not supported | | | Deposit requests available |
Auto-invoice billable time | Turn tracked time into invoices automatically | No time-to-invoice capability | Monday.com has no invoicing | There is no time to convert | There is no time to convert | Auto-populate invoices from tracked hours |
Custom invoice data fields | Create custom invoice data you can sort, filter, and report on | | Invoices are not supported | | | Basic custom fields on invoices |
Centralized unified inbox | Manage email, chat, and messages from one shared inbox | Activity stream and notifications (no unified client inbox) | Updates inbox exists for board activity | Messages and emails live in one inbox | Messages and emails live in one place | Communicator with email, SMS, and phone in one view (Pro plan) |
| Connect and manage all your email accounts in one place | Email-to-task and email notifications (no full inbox sync) | Email-to-board is supported | | | Two-way email sync via Communicator (Pro plan) |
| Add real-time chat to your website and client portals | | Live chat is not supported | You cannot add live chat to your site | You cannot add live chat to your site | |
| Message teammates privately without leaving your workspace | Task comments and @mentions (no direct messaging) | Direct messages are supported | | | Direct messages via Communicator |
Contextual project conversations | Keep conversations tied directly to the project they belong to | Task comments and project-level discussions | Comments stay tied to items | Messages are tied to projects | Messages are tied to projects | Full conversation history in Communicator |
| Create shared spaces for team-wide discussions | No team channel system (use Slack integration) | Updates act like channels | You cannot create team channels | You cannot create team channels | |
| Organize channels by team, topic, or workflow | | Board updates can be organized | Channels are not supported | Channels are not supported | |
| Notify teammates instantly inside conversations | @mentions in task comments | | You cannot mention teammates | You cannot mention teammates | @mentions supported in task comments |
| See when messages are read | | Seen indicators exist in updates | You can see when clients read messages | You can see when clients read messages | Conversation history tracked (no read receipts) |
| Share files directly inside conversations | File attachments in task comments (no dedicated chat) | Files can be shared in updates | You can share files in messages | You can share files in messages | 50 MB attachments or external links (no native file storage) |
| Collaborate on incoming emails as a team | | | | | No shared team email inbox |
| Access and respond to messages on mobile | iOS and Android apps with notifications | Mobile app includes inbox | | | |
| Reply from your email client and keep conversations synced | Email replies create task comments | Email replies create board items | Email replies sync to conversations | Email replies sync to conversations | Email replies sync to Communicator threads |
| Keep all client and project files in one organized place | File storage and sharing on tasks and projects | Files are item-based, not a file system | Files exist per project only | Files are stored per project only | File attachments on tasks (50 MB limit, no file manager) |
Advanced folder organization | Organize files by project, client, or structure you choose | Folder-based organization with spaces and projects | 3-level folder hierarchy within workspaces | Fixed themes (non-customizable layouts) | | Project-level organization (no complex hierarchy) |
| Control who can view or edit folders | Folder-level access controls | Board-level permissions only | Fixed themes (non-customizable layouts) | | 4 project access levels apply to files |
| Group files by person when needed | Files are project-based, not person-based | Files are item-attached, not person-based | Fixed themes (non-customizable layouts) | | No person-based file organization |
| Keep files scoped to each project | Files organized within projects and folders | Files organize within board folders | Fixed themes (non-customizable layouts) | | Files organized within projects |
| Preview files instantly without downloading | In-app file previews and proofing tools (Business plan and above) | Files Gallery preview view | Fixed themes (non-customizable layouts) | | Basic file previews within tasks |
| Capture file metadata you can sort and filter | No custom file metadata fields | Custom form fields are supported | You can add custom fields | You can add custom fields to forms and records | No custom file metadata fields |
| Create and edit documents directly inside Plutio | Built-in Document Editor for Word, Excel, PDF, and images | WorkDocs for embedded editing | Fixed themes (non-customizable layouts) | | Proposal and contract documents only |
Comments on files and docs | Leave comments directly on files and documents | Proofing and markup tools with comments (Business plan and above) | File annotation and comments | Fixed themes (non-customizable layouts) | | Comments and @mentions on tasks |
| Move, tag, or manage many files at once | Limited bulk file operations | Bulk select in Files Column | Fixed themes (non-customizable layouts) | | |
| Find files quickly using search and filters | Search across projects and files | Search across boards and files | Fixed themes (non-customizable layouts) | | Search within project context |
| Sync files with Google Drive or Dropbox | Google Drive, Dropbox, OneDrive, Box, SharePoint integrations | Google Drive, Dropbox, Box, OneDrive | Fixed themes (non-customizable layouts) | | No native cloud storage sync |
| Restrict access with permissions or passwords | Role-based sharing controls with external guest access | Board-level sharing controls | Fixed themes (non-customizable layouts) | | 4 project access levels control file visibility |
| Share files externally with controlled access | Share via guest access (no direct file links) | | Fixed themes (non-customizable layouts) | | Share via task attachments or external links only |
| Let clients book meetings directly without back-and-forth emails | | Monday.com does not have scheduling | Scheduler with intake forms | Custom scheduler with workflows | Embeddable booking page with calendar sync |
| Build a fully branded, customizable booking system using a drag-and-drop editor | | Booking pages are not supported | Branding options are limited | Branding options are limited | Customizable booking page with branding |
Advanced availability management | Define flexible availability rules applied automatically to bookings | | Scheduling is not supported | You can control availability | You can control availability | Custom availability windows with calendar blocking |
| Add buffer time automatically between meetings | | Scheduling is not supported | | | Configurable buffer between meetings |
| Create unlimited booking types with different rules and setups | | Scheduling is not supported | You can offer multiple session types | You can offer multiple appointment types | Multiple meeting types with unique settings |
Calendar sync (Google/Outlook) | Two-way calendar sync that stays up to date automatically | No scheduling feature (project calendar sync only) | Calendar sync is supported | Fixed themes (non-customizable layouts) | | Google, Outlook, iCloud, CalDAV |
Customizable booking confirmations | Fully customizable confirmation pages with no layout or branding limits | | Scheduling is not supported | Confirmation customization is limited | Confirmation customization is limited | Automated confirmations and reminders |
| Send bookers anywhere after scheduling, not just a fixed thank-you page | | Scheduling is not supported | You cannot redirect after booking | You cannot redirect after booking | Customizable confirmation pages |
Booking automation triggers | Trigger automated workflows the moment a meeting is booked | | Automations apply to items, not payments | Contracts can trigger workflows | Contracts trigger workflows | Automated reminders and confirmations |
| Send automatic reminders without manual follow-ups | | Notifications exist, not bookings | Meeting reminders send automatically | Meeting reminders send automatically | Automated meeting reminders |
Automatic timezone detection | Handle timezones automatically without manual adjustments | | Timezone exists per account | 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 | | Monday.com has no scheduling | Fixed themes (non-customizable layouts) | | Require payment before meeting is booked |
| Build booking forms with full control over questions and layout | | Booking forms are not supported | | | Custom intake forms on meeting types |
Minimum notice / daily booking limits | Set booking limits to control lead time and daily volume | | Scheduling is not supported | 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 | | Monday.com has no scheduling | 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 | Rule-based automation engine (Team plan and above, 50-1000 actions/seat/month) | AI-powered cross-board workflows | AI-powered workflow builder with branching | Visual node-based Flows builder | Visual workflow builder (Pro plan only) |
| Start workflows from real events across projects, clients, and payments | Task-based triggers: status change, assignee change, due date (Team plan and above) | Item-based automations are supported | You can automate actions with workflows | You can automate automation actions with workflows | Pipeline, form submission, and invoice triggers (Pro plan only) |
| Run workflows on schedules you control, not fixed intervals | Recurring task scheduling (no independent time-based triggers) | Recurring automations exist with limits | Workflows cannot repeat on a schedule | Workflows cannot repeat on a schedule | No independent time-based triggers |
| Chain multiple actions into one continuous automation | Multi-step automations with conditions (Business plan and above) | Multi-step automations are supported | Workflows can include multiple steps | Workflows can include multiple steps | Multi-step sequences with branching |
| Create conditional paths instead of one-size-fits-all flows | Conditional logic in automations (Business plan and above) | Conditional logic is supported | Branching exists, but options are limited | Branching exists, but is limited | 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 | Auto-create tasks and update statuses (Team plan and above) | Tasks and boards can be created automatically | Creation actions are limited | Creation actions are limited | Create projects, send invoices, send agreements |
| Reorganize work automatically without manual cleanup | Move tasks between projects (no auto-duplicate rules) | Items can duplicate automatically | Items cannot be duplicated automatically | Items cannot be duplicated automatically | Change pipeline stage only (no move/duplicate/archive) |
| Automatically archive or remove records based on rules | Archive tasks and projects manually | Items can delete automatically | Items cannot be deleted via automation | Items cannot be deleted automatically | No auto-delete or archive rules |
| Trigger or receive real-time events from external systems | REST API and webhooks available | API and webhooks are supported | You cannot use APIs or webhooks | You cannot use APIs or webhooks | Webhook events (Pro plan only) |
| Send automated emails tied to real workflow events | Email notifications on triggers (no custom email templates in automations) | Emails can be sent via automations | Workflows can send emails | Workflows can send emails | Send email from templates with tokens |
| Add notes or comments automatically where work happens | Auto-comment via automations (Business plan and above) | | You cannot post comments via automation | You cannot post comments via automation | |
| See exactly what ran, when, and why | Audit log for automation activity (Enterprise and Pinnacle plans) | Automation logs are supported | You cannot view automation logs | You cannot view automation logs | No automation activity logs |
| Pass data between steps dynamically without manual mapping | Formula and custom field mapping (no dynamic automation variables) | Formula and column values can be reused | | | Basic token replacement in emails and agreements |
| Run workflows that span projects, tasks, proposals, invoices, and more | Cross-project automations (Business plan and above) | Cross-board automations are supported | Forms, bookings, and payments trigger workflows | Forms, payments, and bookings trigger workflows | Pipeline-triggered only (limited cross-entity scope) |
| Build fully branded forms that match your workflow and client experience | Request forms for intake management (basic, no branding) | WorkForms with branding and conditional logic | Questionnaires with limited styling | Branded forms with smart fields | Unlimited form creation with templates |
Drag-and-drop form builder | Design forms visually with full layout control, no code required | Request form builder (no drag-and-drop layout control) | | You cannot visually build contracts | You can build contracts using form blocks | Form builder with reusable templates |
| Reuse form structures without rebuilding from scratch | Request form templates available | | You cannot reuse form templates | You can reuse form templates | |
| Collect structured data you can sort, filter, and report on | Custom fields on request forms | Custom form fields are supported | You can add custom fields | You can add custom fields to forms and records | Custom fields (text, select, radio, checkbox) |
| Show or hide fields based on responses, not static forms | Conditional logic with follow-up questions and dynamic routing | Conditional logic exists in forms | Fields cannot 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 | Notifications can trigger on submit | You can email on submission | You can email on submission | Auto-responses on submission |
| Trigger automated workflows when a form is submitted | Form submissions can trigger task creation (Team plan and above) | Automations apply to items, not payments | Contracts can trigger workflows | Contracts trigger workflows | Form submissions can feed into automations (Pro plan) |
| Embed forms anywhere without layout restrictions | Embeddable request forms via HTML/iframe code | | | | |
Advanced field preferences | Control required, hidden, and default field behavior | Basic field settings on request forms | WorkForms conditional logic | | Field behavior is limited | |
Comprehensive field types | Collect text, files, dates, selections, and more | Text, date, select, and file fields (limited types) | Many field types supported | | | Text, select, radio, checkbox (no regex or conditional validation) |
| Collect legally binding signatures directly inside forms | No signature field on forms | Signatures are not supported | Forms can include signatures | Forms can include signatures | E-signatures via contract documents |
| Accept file uploads as part of form submissions | File upload field supported on request forms | File uploads via WorkForms | | | File attachments (50 MB limit) |
Redirect after submission | Send submitters to a custom next step, not a fixed thank-you page | | | You cannot redirect after submit | You cannot redirect after submit | Custom redirect after form submission |
| Manage contacts and companies in one connected system | No built-in CRM (use Salesforce integration) | Contacts via boards, not native CRM | Pipeline with AI lead prioritization | CRM with auto-created client records | Client profiles with lifetime earnings and sales pipeline |
| Track organizations, not just individual contacts | No company management (use CRM integrations) | Companies can be modeled manually | Companies exist, but contacts come first | Companies exist, contacts come first | Client records (no separate company entities) |
Custom contact data fields | Collect and manage structured contact data you define | No CRM fields (use Salesforce or HubSpot integration) | Custom CRM fields are supported | | | Custom fields on CRM objects |
Complete activity timeline | See every interaction with a client in one place | Task and project activity per person (not a CRM timeline) | | You can see full activity history | You can see full activity history | Historical data per client (not a formal timeline) |
Contacts labeling and grouping | Organize contacts flexibly without rigid pipelines | No contact tagging or grouping | Tags and status columns are supported | You can tag and segment contacts | You can tag and segment contacts | Prospect vs Client record types (no tags) |
Comprehensive knowledge base | Create an internal wiki for processes, docs, and guides | Wrike Spaces (available on higher plans only) | Docs are supported, not a wiki system | You cannot create an internal wiki | You cannot create an internal wiki | No wiki or knowledge base |
Beautiful rich text pages | Write structured, formatted content without complexity | Rich text editor in Wrike Spaces (higher plans only) | | Not supported (requires integration) | | |
| Build deep knowledge hierarchies without limits | Nested pages in Wrike Spaces (higher plans only) | | Not supported (requires integration) | | |
Granular page permissions | Control exactly who can view or edit each page | Folder-level permissions apply to Wrike Spaces | | Not supported (requires integration) | | |
Custom dashboards and pages | Build dashboards around what matters to you, not fixed metrics | Customizable dashboards with widgets and reports | | 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 | Widget-based dashboard with drag-and-drop repositioning | | Limited dashboard widgets | | No drag-and-drop dashboard builder |
| Visualize data with customizable charts | Custom charts and reporting widgets | | | | Basic pipeline and revenue charts |
| Track key numbers without manual reporting | Project status and workload metrics | | | | 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 | Calendar widget on dashboard | | | | Calendar widget on homebase |
| Track revenue and expenses in the same view | No financial widgets (no invoicing or payments) | No financial widgets in Monday | Revenue & invoice tracking | | |
| Run the entire platform under your brand | Wrike branding always visible (no white-label) | Monday.com branding always visible | HoneyBook branding, not white-label | Dubsado branding, not white-label | White-label on Pro plan ($25/month) only |
| Apply your brand colors across the system | Color themes on Deliver+ (no Free plan theme customization) | Board colors can be customized | Color themes on Deliver+ (no Free plan theme customization) | Color themes on Deliver+ (no Free plan theme customization) | Logo, colors, fonts on client portal (Pro plan) |
| Fine-tune styling beyond basic theming | | Custom CSS is not supported | You cannot apply custom CSS | You cannot apply custom CSS | |
Custom login/signup pages | Use branded authentication pages instead of generic screens | Login pages cannot be customized | Custom login pages are not supported | Login pages cannot be customized | Login pages cannot be customized | Branded portal welcome page (Pro plan) |
| Send all system emails with your branding | Logo in email notifications | Email branding is limited | You can brand outgoing emails | You can brand outgoing emails | |
| Use your own fonts throughout the platform | | | You cannot use custom fonts | You cannot use custom fonts | Custom fonts and logo on portal (Pro plan) |
| Replace all platform logos with your own | | | | | Custom fonts and logo on portal (Pro plan) |
| Run everything on your own domain | | | Not supported (requires integration) | | Custom domain via CNAME (Pro plan only) |
| Send emails from your own email infrastructure | | | Not supported (requires integration) | | SMTP configuration for sending from your own email address |
| Embed Plutio directly into your website or product | | | Not supported (requires integration) | | |
| Shape the platform to match how your business works | Configurable workspaces with custom workflows and statuses | | HoneyBook has fixed workspace | Dubsado has fixed workspace | Workspace configuration included |
| Add, remove, or reorder navigation items freely | Sidebar can be rearranged (no full menu editor) | Workspace structure can be adjusted | You cannot customize navigation | You cannot customize navigation | Toggleable portal modules (not full menu editor) |
| Show different navigation for different roles | | Menus cannot change per user | Menus are the same for all users | Menus are the same for all users | No user-based menu customization |
| Create role types beyond preset permissions | Predefined roles (Admin, Regular, External, Collaborator) | | You cannot define custom roles | You cannot define custom roles | Fixed roles only (no custom role creation) |
Advanced user permissions | Control access at a granular level | Granular folder and project-level permissions | Advanced permissions are supported | Permissions are not configurable | Permissions are not configurable | No granular per-task permissions |
| Support enterprise-grade single sign-on | SAML SSO on Enterprise and Pinnacle plans only | Email & password login only | | | |
| Integrate with external systems without lock-in | 400+ integrations: Salesforce, Jira, GitHub, Slack, MS Teams, Adobe | 72+ integrations plus marketplace | | | Native: Stripe, PayPal, QuickBooks, Google/Outlook Calendar, Zoom, Google Meet, Plaid |
| Connect to thousands of apps without custom code | Zapier integration available | | You can connect HoneyBook to Zapier | You can connect Dubsado to Zapier | Zapier integration (Pro plan only) |
| Build advanced automation scenarios visually | Make.com integration available | | You cannot connect via Make | You cannot connect via Make | Make.com integration (Pro plan only) |
| Connect services without usage-based limits | | | You cannot connect via Pabbly | You cannot connect via Pabbly | Pabbly Connect integration (Pro plan only) |
| Build custom integrations with full system access | | | | | Public API with 29 endpoints (Pro plan only) |
Incoming & outgoing webhooks | Send and receive real-time events | Webhooks supported via API | | | | Webhook events (Pro plan only) |
| Access your business from native mobile apps | iOS, Android, and desktop apps | Full-featured mobile apps | Full-featured iOS and Android apps | iOS and Android with Tap to Pay | |
| | | | You can use HoneyBook on iOS | You can use Dubsado on iOS | |
| Full-featured Android app | Full Android app available | | You can use HoneyBook on Android | You can use Dubsado on Android | |
| Native macOS app for desktop workflows | Mac desktop app (wraps web version) | Desktop app wraps the web version | | | |
| Native Windows app for desktop workflows | Windows desktop app (wraps web version) | Desktop app wraps the web version | | | |
