Running a business can feel like playing whack-a-mole.

There's always something demanding your attention. 

Whether it’s talking to clients, managing projects & deadlines or sending invoices & contracts... 

It's overwhelming. 

Thankfully, you can make it easier with business management platforms like Plutio & Dubsado. Today we'll compare the two. 
 

So you can decide which would help you the most.  

Plutio vs Dubsado Which Is Better For You?

Plutio & Dubsado full feature breakdown

 
So how does Plutio and Dubsado compare?

So now that we have a feature overview let’s dive deeper into what makes these platforms unique. 

And discover which suits your business the best.  

1. Forms, Proposals and Contracts
 

First impressions matter. 

A more professional image often sets the rates you can charge. 

That’s where a smooth contract signing experience, polished forms & branded proposals come in. They set the tone for the whole client relationship. 

Plutio

Plutio provides advanced tools to create visually appealing forms, proposals, contracts and invoices.
 

Plutio Has A Template For Everything 

• Multiple customizable contract, agreement & NDA templates.
• Beautiful proposal templates.
• Multiple form templates.

Full Customization & Branding Suite

• Fully customize any of the templates.
• Brand, style, edit and build everything to your liking.
   

Ease Of Use

• Generate professional proposals with your branding, auto-fill client details, get signatures and contracts done & collect payments in one go.
• Share forms and proposals online for easy access and completion.

Plutio's contracts, forms and proposals are designed to streamline client onboarding and create a positive first impression.

Dubsado

Dubsado offers simple proposals or contracts natively as part of their forms suite.  However it doesn’t come with some of the more advanced signature, payment collection or PDF generation features. 

• Dubsado has several useful templates 
  • Template forms for contracts, forms & proposals.
• Customization & Branding
  • Can add logo and select a font.
  • A simple drag-and-drop form builder for creating forms.
• Ease Of Use
• Dubsado’s simple design can make it less confusing to create forms and contracts.
• Dubsado's form capabilities are ideal for businesses that don’t rely on forms, proposals & contracts for smooth operation.
   
  2. Project Management
  Project management is both a science and an art.
  The project management platform you select is like the canvas.
  And your project data, tasks, deadlines and time tracking and everything else is like art.  
  To successfully run your projects, you need an app with features that support your unique workflow. And can also make it easier to manage a team. 
  So let's explore how Plutio and Dubsado compare in terms of project management capabilities.
  • Plutio: Best when you need a comprehensive project management suite. Think of it as your all-in-one command center for project organization. You can:
  ◦ Create projects with detailed descriptions and objectives.
  ◦ Break down projects into manageable tasks and subtasks.
  ◦ Assign tasks to team members with clear deadlines and priorities.
  ◦ Visualize progress using Kanban boards, providing a clear overview of the project's workflow.
  ◦ Track time spent on each task for accurate billing and project analysis.
  ◦ Collaborate with clients and team members through comments and file sharing.
  ◦ Customize project templates for recurring projects, saving you time and effort.
  With Plutio's project management tools, you can effectively manage projects of any complexity. From simple tasks to intricate endeavors.
  • Dubsado: Best for essential tools for project coordination. Its focus lies in streamlining client-related tasks and ensuring smooth project delivery. You can:
  ◦ Create projects and associate them with specific clients.
  ◦ Set up task checklists to outline project milestones.
  ◦ Track project progress and communicate updates to clients.
  ◦ Integrate project tasks with automated workflows for seamless execution.
  Dubsado's project management features are more casual. Making it suitable for businesses with less complex projects or those primarily focused on client management.
   
  3. Time Tracking
  Only what gets measured, gets managed.
  And your & your team’s time is the most valuable asset. So convenient tracking time is key. 
  When you can accurately track every task - you can invoice for every minute worked. 
  Plus you can see exactly how much time your team is spending on each task, project and client.
  • Plutio: Plutio's built-in time tracking feature allows you to:  
  ◦ Track time spent on specific tasks and projects.
  ◦ Generate timesheets for accurate billing and invoicing.
  ◦ Bulk select and add time entries to invoices & billing. 
  ◦ Analyze time data to identify areas for improvement and optimize project workflows.
  Plutio's time tracking capabilities are essential for businesses that bill clients based on hourly rates or need to monitor project timelines closely.
  • Dubsado: Dubsado has a separate time tracking feature where you can set your rate & start a timer. 
  ◦ Has a built in timer.
  ◦ Can select an hourly rate & add a description.
  ◦ Can manually add each tracked time entry to invoices.
  Dubsado is missing the key elements that make time tracking feature useful for teams or projects that have multiple time entries. If time tracking is crucial for your business, you'll need to rely on a third-party integration.
   
  4. Invoicing and Payments 
  Invoicing is the lifeblood of any business. 
  And let’s be honest - they’re necessary but so annoying. 
  Luckily these two platforms remove some of the annoying aspects from invoicing. 
  So that you can get paid on time and not have to create invoices from scratch.
  • Plutio: Plutio offers a feature-rich invoicing system that caters to various business needs. You can:
  ◦ Create professional invoices from a template or from scratch.
  ◦ Fully customize the look and feel of every invoice to match your brand.
  ◦ Automate invoice generation and delivery.
  ◦ Track invoice status and send automated payment reminders.
  ◦ See when a client has opened your invoice and be notified when it’s paid 
  ◦ Accept online payments through multiple payment gateways, including Stripe, PayPal, and Square.
  ◦ Generate detailed financial reports to track income and expenses.
  Plutio's invoicing capabilities provide a comprehensive solution for managing your finances and ensuring prompt payments.
  • Dubsado: Dubsado keeps invoicing simple and straightforward. It allows you to:
  ◦ Create and send customized invoices with your branding.
  ◦ Accept online payments through popular gateways like Stripe and PayPal.
  ◦ Track invoice status and send payment reminders.
  While Dubsado's invoicing features cover the essentials, it may lack the advanced reporting and payment options found in Plutio.
   
  5. Integrations
  As nice as having one app for everything is…
  There are other useful apps out there. And sometimes you need those apps to talk to your project management software.
  And that’s where native and 3rd party integrations come in.
  While both Plutio and Dubsado have built in integrations there are some major differences.
  Plutio:
  • Integrates with Popular Automation Tools:
  ◦ Supports Zapier and Integrately for basic automation needs.
  • Advanced Integration Support:
  ◦ Make (formerly Integromat) and Pabbly Connect are exclusively available on Plutio.
  • Comprehensive RESTful API:
  ◦ Offers a fully functional API for both pull and push requests.
  ◦ Has comprehensive API documentation.
  ◦ Allows you to extend Plutio's functionality.
  ◦ Enables integration with any other essential tool in your business toolkit.
  Dubsado:
  • Integrates with Popular Automation Tools:
  ◦ Supports Zapier for connecting with other apps.
  • Limited Advanced Integrations:
  ◦ Does not support tools like Make (Integromat) or Pabbly Connect.
  • API Availability:
  ◦ Lacks a comprehensive API for custom integrations.
   
  6. Scheduling
  Connecting with others is at the heart of business.
  It used to be easy when business was done only in your local area (& during working hours). 
  But now that everyone’s working odd hours online and all across the globe… It’s become a never ending game of “when are you free?”. 
  You want calls booked & schedules synced in a smooth and effective way 24/7, right? 
  Luckily both of our apps have this feature figured out. 
  • Plutio: Plutio offers all the essential scheduling features, allowing you to:  
  ◦ Schedule appointments and events.
  ◦ Share your availability with clients.
  ◦ Calendar synchronization to avoid double booking
  ◦ Send appointment reminders to avoid no-shows.
  ◦ Customize the look and feel of the entire booking experience
  While Plutio's scheduling features are functional and offer a broad range of customizations. You can completely change colors, logos and appearance of the booking page, form pages and thank you pages unlike any other scheduler.
  • Dubsado: Dubsado provides an integrated scheduling system with:
  ◦ Appointment scheduling with customizable booking pages.
  ◦ Calendar syncing to avoid double-booking and keep your schedule updated.
  ◦ Automated appointment reminders and follow-up emails.
  Dubsado's scheduling features are well-suited for businesses that need a simple booking process without much customization.
   
  7. CRM (Client Relationship Management)
  Cultivating strong client relationships is key. 
  A CRM system can help you keep track of those relationships. 
  It will help you follow up, capture important information and make more sales.
  • Plutio: Plutio's doesn’t have a dedicated CRM feature. But you can create one using the advanced contacts feature and custom fields. You can even fill the fields using Plutio’s API. Once set up you can:
  ◦ Store client information, including contact details, project history, conversation and notes.
  ◦ Use custom fields to tag & segment clients by almost any criteria (even 3rd party app data).
  ◦ Send personalized emails and messages to clients directly from the platform.
  Plutio's doesn’t have a fully fledged CRM but it provides the tools to make your own. It makes it ideal for businesses with fewer, but more unique, leads to keep up with.
  • Dubsado: Dubsado takes a more CRM-centric approach. It has a simple but effective CRM it will allow you to:
  ◦ Automate lead capture and follow-up sequences.
  ◦ Send automated reminders and notifications to keep clients engaged.
  ◦ Track client interactions and providing insights into their behavior.
  Dubsado's automation capabilities make it ideal for businesses that want to focus on client communication and ensure consistent follow-up.
   
  8. Workflow Automation
  Your time is precious.
  The difference between surviving and thriving often comes down to how you spend it.
  That's where automations become your secret weapon. They turn your best processes into reliable, repeatable results that work while you sleep.
  Plutio: Plutio automations focus on streamlining key tasks and workflows. You can:
  • Automate proposal payments.
  • Automate contract signing.
  • Send automated email notifications and reminders.
  Plutio's automation capabilities help you save time and reduce manual effort, allowing you to focus on more strategic tasks.
  • Dubsado: Dubsado offers a simple but well developed workflow engine that can handle multiple processes processes. You can:
  ◦ Create workflows with multiple steps and conditions.
  ◦ Automate lead nurturing sequences, onboarding sequences, and project workflows.
  ◦ Send personalized emails, schedule appointments, and trigger actions based on client interactions.
  Dubsado's advanced automation features are a game-changer for businesses that want to streamline operations and provide consistent client experiences.
   
  9. User Interface and Mobile Apps
  What if you’re on the go?
  Luckily both Plutio and Dubsado offer intuitive user interfaces and mobile apps, making it easy to manage your business wherever you are.
  • Plutio: Plutio's interface is appealing and user-friendly once you get to know it.      New users report the sheer number of features can initially feel overwhelming. But you can turn the unused features off for a cleaner interface.    Its mobile app provides access to all the core functionalities on both iOS and Android devices - Allowing you to manage your entire business from anywhere.    
  • Dubsado: Offers a clean thought out interface with a focus on workflows.    Its mobile app provides convenient access to essential features. So you can manage your business on the go.  
   
  So Plutio or Dubsado?
  Which one’s the best for you?  Ultimately, the best platform for you depends on the size and type of your business. 
  Choose Dubsado if:
  • Your focus is on client relationship management and workflow automation.
  • You prefer less advanced and basic form building and proposal creation tools.
  • You value a minimalistic user experience.
  Dubsado Shines when you need a robust CRM to run your business. If you have dozens or even hundreds of leads to nurture and don’t need sophisticated project management features - Dubsado will be a better choice. 
  Choose Plutio if:
  • You need a comprehensive all-in-one “business operating system” app with robust project management capabilities.
  • You ability to brand, customize and style everything.
  • You want beautiful, customizable templates for everything from contracts to proposals to forms.
  • Time tracking is essential for your business.
  Plutio shines when working with fewer higher value clients. It’s ideal for making a spectacular first impression. You can have it be fully branded and automated from onboarding to invoicing.  
  It's always recommended to review Plutio’s Privacy Policy and Terms of Service for detailed information on their security practices. If you have specific security concerns, you can contact their support team for more information or clarification.