Plutio vs Dubsado
Why ambitious freelancers & agencies ditch Dubsado for Plutio
Dubsado is great for ticking boxes and keeping things simple. But if you crave powerful customization, laser-sharp branding and workflows that fit your business like a tailored suit - then there is only one obvious choice - Plutio. Let’s take a closer look at both so you can see for yourself.
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Unlimited versatility vs streamlined essentials
Plutio excels at letting you mould every detail to match your workflow perfectly, while Dubsado offers ready-to-go templates that streamline common tasks - but with less room for personal touch or fine tuning.
Plutio advantages
Choose Plutio if flexibility is key to your flow
Plutio gives you unmatched customization, smooth integrations and intuitive features designed to empower freelancers and agencies alike. It's your adaptable business command centre with everything under one flexible roof.
Flexible Everything
Adjust every form, invoice and scheduler to your exact liking - no compromises.
Unified Workflow
Manage projects, track time and bill clients from a single intuitive dashboard.
Deeper Automations
With Plutio free & open API endpoint you can integrate almost any app in your workspace.
Payments Made Easy
Accept payments with Stripe, PayPal, Square - effortlessly integrated, zero friction.
Dubsado advantages
Choose Dubsado for simplicity with structure
Dubsado keeps things simple and familiar: from robust templates & features to good selection of integrations. Dubsado covers many of the essentials. Ideal for simple businesses with fewer tasks and less variation.
Robust Templates
Create simple contracts, proposals and invoices - perfect if you don’t need customization or styling.
Straightforward Setup
Fewer features and options means - a smoother onboarding and setup of your core tasks
Simple Core Features
Perfect if your day-to-day is light on moving parts with tasks that remain simple and routine.
Predictable Automations
Automate straightforward workflows without the fuss of fine-tuning or external API.
Features exclusive to Plutio
When it comes to creative control, Plutio doesn’t hold back. It hands you the keys and lets you build the business hub you've always wanted.
Unlimited customization
Add your branding, change the interface layout and colors, customize your menus and everything else you need to make Plutio truly yours.
Build anything
Our intuitive drag and drop editor makes it incredibly easy to create stunning proposals, invoices, forms and even schedulers.
Brand everything
Customize your links, client portals, emails & other business tools to reflect your brand’s unique voice.
Powerful open API
Plug into your existing stack with ease. Plutio has a well documented API endpoint so you can integrate & automate everything. Automate, integrate, and supercharge your business - your way.
Plutio vs Dubsado
Detailed feature breakdown
Let’s look under the hood and see how Plutio’s flexibility compares to Dubsado’s simple setup - so you can choose the platform that fits you like a glove.
Invoicing
Basic templates vs total control
Dubsado keeps things standard with simple & predictable templates. While Plutio hands you complete control - with limitless design flexibility, branding and payments integrated right into your invoices.
Rigid Invoice Templates
Effective invoices but with limited flexibility to adapt layout or design - enough to get the job done, but lacking the more advanced features.
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Fully Customizable Invoices
Create professional & dynamic invoices. Adjust colors, layouts, recurring schedules and built-in payment integrations for Stripe, PayPal & Square.
Contracts & proposals
Bare essentials vs fully adaptable
Plutio lets you craft clean, branded, legally-binding contracts and proposals that look great and are easy to adapt to the needs of each project. While Dubsado provides more standardized contracts with fewer customization options.
Straightforward Templates
Quick, simple contracts and proposals - great if you’re comfortable with limited customization and generic styling.
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Fully Adaptable Contracts & Proposals
Create beautiful, branded contracts & proposals with custom fields, design, layout and digital signatures, pricing structures & even tax.
Projects
Minimalist vs full project suite
Plutio lets you fully customize project views and workflows to match how you work best. Dubsado keeps project management simple and straightforward but with limited ways to adapt projects beyond basic tracking.
Simple Project Tracking
Basic project tracking that’s easy to learn but limited in features and adaptability. Ideal for minimal workflows.
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Customizable Project Management
Full project suite with tasks, timelines, calendars and five customizable views (including Kanban) designed to match your workflow.
Payments
Limited options vs flexible integrations
Plutio seamlessly integrates multiple payment gateways directly into your workflow, giving your clients more ways to pay. Dubsado covers basic payment methods well but offers fewer payment options and less flexibility overall.
Standard Payment Methods
Simple and effective payment processing - ideal if you’re okay offering clients limited payment methods.
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Multiple Payment Gateways
Integrated payments through Stripe, PayPal and Square - making it easy for clients to pay quickly using their preferred method.
Scheduling
Basic bookings vs complete flexibility
Plutio offers powerful scheduling tools with unlimited, fully customizable booking pages seamlessly synced to your calendar. Dubsado provides simpler scheduling that’s effective but with fewer customization options and less flexibility overall.
Straightforward Scheduling
Easy booking setup - great if you just need a simple way to book meetings without much customization or branding.
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Fully Customizable Schedulers
Unlimited booking pages customized to your brand, with automatic calendar syncing, reminders and total control over availability.
Forms
Ready-made vs fully customizable
Plutio gives you unlimited flexibility to create and customize forms and surveys tailored precisely to your business needs. Dubsado keeps it simple with straightforward, easy-to-use forms but fewer customization options overall.
Basic, Easy Forms
Standard forms great for capturing basic info - ideal if simple data collection is enough for your projects.
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Unlimited Custom Forms & Surveys
Fully custom, on-brand, forms that integrate into your workflow so you can create tasks & automations straight from the form fills.
Time tracking
Basic logs vs detailed insights
Plutio offers intuitive time tracking integrated into your workflow with detailed timesheets for reporting & invoicing. Dubsado provides basic time tracking - great if you only need simple logs without deeper insights or advanced reporting options.
Simple Time Logs
Easy-to-use tracking, suitable if you’re satisfied with simple hourly logs and minimal reporting options.
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Integrated Time Tracking & Reports
Intuitive tracking integrated with tasks, invoices and detailed reports that provide deeper insights into your productivity and profitability.
Branding
Logo only vs complete control
Plutio provides full freedom to customize every element with your brand’s colors and style. Dubsado offers straightforward branding options - great if minimal customization and basic styling are enough for your business needs.
Basic Branding Options
Easy branding for essentials - ideal if basic logo placement and minor color tweaks fit your branding requirements.
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Fully Branded Experience
Total creative freedom - fully customizable colors, themes and brand styling across every form, invoice, scheduler, email and client interaction.
API & integrations
Limited connections vs open flexibility
Plutio offers a well-documented, open API and many integrations, making it easy to connect your existing tools seamlessly. Dubsado covers basic integrations - perfect if your workflow doesn’t require much integration with other apps.
The all-in-one solution
Explore Plutio features in more detail
Infinitely adaptable
Designed for real-world workflows
Whether you're just getting started or scaling a growing team, Plutio bends to your needs. Keep your favorite tools, customize everything to match your brand, and hit the ground running with ready-made templates.
Already have your favorite apps?
Integrate effortlessly with Zapier and a flexible API—keep what works.
Not a typical freelancer?
No matter your team size, Plutio adapts to you (not the other way around).
Obsessed with branding?
Plutio lets you infuse your brand into every element of your client interactions.
Looking for templates?
Use our template library and start running your business in minutes - not months.
Ready to work less and earn more?
Try Plutio to experience a truly flexible workflow that grows with you
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Frequently Asked Questions
1. What are the main differences between Plutio and Dubsado?
Plutio is an all-in-one business management platform - ideal for freelancers, agencies, and small to medium businesses. It offers robust project management and time tracking features. As well as highly customizable contracts, forms, and proposals. Dubsado, on the other hand, focuses on client relationship management (CRM) and workflow automation, making it suitable for freelancers and service-based businesses that prioritize lead nurturing.
2. Which platform is better for project management, Plutio or Dubsado?
Plutio excels in project management with features like task management, Kanban boards, progress tracking, and built-in time tracking. Dubsado offers limited project management tools primarily focused on lead and client management. If comprehensive project management is a priority, Plutio is the better choice.
3. Does Plutio offer CRM features similar to Dubsado?
While Plutio doesn't have a dedicated CRM module, it allows you to create a custom CRM using its advanced contacts feature and custom fields.You can store client information, segment clients, and communicate directly from the platform. Dubsado offers a built-in CRM with automation capabilities for lead capture and follow-up.
4. Can I track time spent on tasks in Dubsado?
Dubsado has a basic time tracking feature with a built-in timer where you can set an hourly rate and add descriptions. However, it lacks advanced time tracking functionalities like bulk time entry invoicing and detailed time analytics, which are available only in Plutio.
5. Which platform offers more customization for invoices and contracts?
Plutio provides extensive customization options for invoices and contracts, allowing you to fully brand and tailor documents to match your business identity. Dubsado offers customizable invoices but has limited contract functionalities and fewer customization options compared to Plutio.
6. Is Dubsado suitable for freelancers and small businesses?
Yes, Dubsado is ideal for freelancers and service-based small businesses that focus on client relationship management and require a built in CRM for tasks like lead nurturing.
7. Does Plutio have workflow automation capabilities?
Plutio offers automation features for tasks and workflows, including automating proposal payments, contract signing, and sending email notifications. While currently not as extensive as Dubsado's automation, it helps streamline key business processes.
8. Which platform has better scheduling features, Plutio or Dubsado?
Both platforms offer scheduling features with calendar synchronization and appointment booking. Plutio allows for extensive customization of the booking experience, while Dubsado provides a straightforward scheduling system with automated reminders.
9. Can I integrate third-party apps with Plutio and Dubsado?
Yes. Both platforms offer limited native integrations and can connect with popular automation tools like Zapier. But Plutio also supports advanced integration tools like Make (Integromat) and Pabbly Connect, and offers a fully documented RESTful API for custom integrations.
10. How do the pricing plans of Plutio and Dubsado compare?
Plutio's pricing starts at $19 per month, while Dubsado starts at $20 per month when billed annually. The choice depends on the specific features and functionalities you require for your business.
11. Which platform is more user-friendly for beginners?
Dubsado is generally considered more user-friendly for beginners due to its minimalistic design and focus on essential features. Plutio offers a wide range of functionalities, which can be overwhelming at first, but unused features can be turned off for a cleaner interface.
12. Do Plutio and Dubsado offer mobile apps?
Yes. Both Plutio and Dubsado have mobile apps available for iOS and Android devices, allowing you to manage your business on the go.
13. Can I fully brand and customize forms and proposals in Dubsado?
Dubsado offers a simple form builder and allows you to add your logo and images to forms and proposals. However, it lacks the advanced customization and branding options available in Plutio.
14. Does Plutio support payment collection through multiple gateways?
Yes. Plutio supports payment collection through multiple gateways, including Stripe, PayPal, and Square, providing flexibility for you and your clients.
15. Which platform is better for managing a large number of leads, Plutio or Dubsado?
Dubsado is better suited for managing a large number of leads due to its strong CRM focus and robust workflow automation features designed for lead nurturing and client engagement.
16. What does Plutio do?
Plutio is an all-in-one business management platform designed for freelancers, small businesses, and agencies. It offers tools for project management, time tracking, invoicing, contracts, proposals, scheduling, and more—all within a single, customizable interface to streamline your business operations.
17. Does Plutio have a CRM?
While Plutio doesn't have a dedicated CRM module, it allows you to create a custom CRM experience using its advanced contacts feature and custom fields. This enables you to store client information, segment clients, and communicate directly from the platform.
18. What is Dubsado used for?
Dubsado is a business management solution focused on client relationship management (CRM). It's designed to help freelancers and service-based businesses streamline client interactions, manage leads, automate workflows, handle invoicing, and scheduling.
19. Who is Dubsado best for?
Dubsado is ideal for freelancers, entrepreneurs, and service-based small businesses that prioritize client relationship management and tasks like lead nurturing.
20. Is Dubsado a CRM tool?
Yes, Dubsado functions as a CRM tool, offering features to manage client information, track interactions, automate communications, and nurture client relationships effectively.
21. Is Plutio safe?
Yes, Plutio is considered safe to use. The platform takes several measures to ensure the security and privacy of user data and client information.
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