SuiteDash vs Dubsado: Full Comparison (2026)

Service businesses running on four or five separate apps for CRM, invoicing, scheduling, and project management lose 5-10 hours per week on manual handoffs between each tool.

SuiteDash and Dubsado both try to fix that problem, but they approach it from opposite directions, and the overlap between them is smaller than most comparison articles suggest.

SuiteDash packs CRM, invoicing, project management, file sharing, scheduling, a learning management system, and a fully white-labeled client portal into a flat-rate subscription starting at $19/month with unlimited users. The feature breadth is unusually wide for the price. But the interface feels cluttered, page loads run slow under heavy data, there is no drag-and-drop Kanban board, and most new users report spending days configuring the platform before sending a single invoice.

Dubsado focuses on workflow automation for creative freelancers and service providers. Forms, contracts, invoicing, and scheduling connect through a visual workflow builder that automates client onboarding from first inquiry to signed contract. But there is no mobile app, the Premier plan at $55/month is required for automation and scheduling, project management stops at basic task lists, and the 3.6/5 ease-of-use rating on Capterra reflects a setup process so complex that Dubsado setup specialists exist as a cottage industry.

Plutio covers CRM, contracts, invoicing, and workflow automation like both platforms, plus Kanban boards, task-level time tracking that flows into invoices, a white-labeled client portal on a custom domain, and unlimited team members on every plan. If a connected workflow from proposal to final invoice matters more than choosing between feature breadth and automation depth... check out Plutio and skip the comparison.

Last updated February 2026

4.6

Quick comparison (TLDR)

SuiteDash is a flat-rate platform that bundles CRM, invoicing, project management, file sharing, scheduling, a learning management system (LMS), and a white-labeled client portal into every plan starting at $19/month with unlimited users and contacts. The feature list is wider than most competitors in the category. But the interface has a steep learning curve, page loads slow down with larger datasets, and the platform lacks a drag-and-drop Kanban board for visual project tracking.

Dubsado targets creative freelancers and service providers with customizable forms, contracts, invoicing, and a visual workflow builder that automates the entire client onboarding sequence. The automation engine lets businesses trigger emails, forms, contracts, and invoices based on client actions. But the Starter plan at $35/month lacks scheduling and automation, the Premier plan costs $55/month, there is no mobile app, and the reporting capabilities are limited to basic payment tracking.

Key differences at a glance

Pricing model: SuiteDash charges a flat monthly rate ($19-99/month) with unlimited users and contacts on every plan. Dubsado charges $35-55/month with 3 users included and additional users costing $25-60/month depending on team size.
White labeling: SuiteDash offers full white-label capability including custom domain, branded login screen, and custom-branded mobile app. Dubsado has logo and color customization on forms and portals but no custom domain or full brand removal.
Workflow automation: Dubsado's visual workflow builder automates sequences of emails, forms, contracts, and invoices based on triggers like form completion or contract signing. SuiteDash has basic automation through drip campaigns and onboarding flows but lacks a visual workflow builder.
Feature breadth: SuiteDash includes a learning management system (LMS), internal wiki, email marketing with drip sequences, and support ticket system. Dubsado focuses on the client-facing workflow: forms, contracts, scheduling, invoicing, and proposals.
Mobile access: SuiteDash offers a web app and a custom-branded mobile app for client portal access. Dubsado has no mobile app at all, and the browser version on phones is limited.
Project management: SuiteDash has task lists with assignments and due dates but no Kanban boards or visual workflow views. Dubsado has minimal project tracking through task lists. Neither platform handles multi-phase project completion with dependencies or timelines.

The verdict? SuiteDash has the most white-label options in this price range, but the interface is cluttered and setup takes days. Dubsado automates client onboarding from inquiry to signed contract, but the Premier plan at $55/month is required for automation and there is no mobile app. If one platform needs to handle proposals, Kanban boards, task-level time tracking, and invoicing without per-user fees, Plutio covers everything for $19/month.

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Setup and getting started

A service business signs up and wants to send a contract to a new client. How long until the platform is actually configured, and how much effort goes into the initial setup before the first client interaction?

SuiteDash

Feature-dense but configuration-heavy. SuiteDash packs CRM, invoicing, project management, file sharing, scheduling, support tickets, and an LMS into one interface. The 14-day free trial starts on the Pinnacle plan, giving access to every feature from day one. But that feature density means the initial setup takes significant time. Most users report spending several days configuring their workspace: setting up the client portal branding, creating invoice templates, organizing the CRM pipeline, and mapping out project structures. The white-label setup alone, including custom domain, login screen, and email configuration, takes a dedicated afternoon. Once configured, daily operations are manageable, but the upfront investment is heavier than most competitors.

Every feature available from day one on trial
CRM, invoicing, and project management built in
Custom-branded mobile app for client access
Setup takes several days for most users
Interface feels cluttered with so many modules
Page loads slow down as data grows

Dubsado

Focused but equally steep learning curve. Dubsado starts with a 21-day free trial on the Premier plan. The platform covers fewer features than SuiteDash, but the setup complexity is similar because the workflow builder requires careful configuration to automate the client journey correctly. Getting a single automated workflow running, from lead capture form to welcome email to contract to invoice, typically takes 2-4 hours of focused setup. The 3.6/5 ease-of-use score on Capterra reflects a setup process complex enough that Dubsado setup specialists exist as a paid service because the platform demands it. Once workflows are running, the daily experience improves significantly, but the initial configuration demands patience and testing.

21-day free trial on Premier plan
Visual workflow builder for automation
Customizable forms and contract templates
Workflow setup takes 2-4 hours per automation
3.6/5 ease-of-use rating on Capterra
No mobile app for on-the-go setup

Client portal and white labeling

When clients log in to check project status, sign contracts, or pay invoices, whose brand do they see? For agencies and premium service providers, the portal experience is part of the value clients receive.

SuiteDash

Full white-label with custom domain and mobile app. SuiteDash focuses most heavily on white-labeling. The client portal runs on a custom domain, the login screen carries the business brand entirely, and even the mobile app can be custom-branded so clients download what appears to be the business's own app. Email notifications come from the business domain, and every client-facing touchpoint removes SuiteDash branding completely. For agencies managing 10-50 clients who need a portal that looks like a proprietary platform, SuiteDash delivers the most thorough white-label experience in this price range. The limitation: the portal design itself is functional rather than modern, and the layout options are constrained.

Custom domain for client portal
Branded login screen and email
Custom-branded mobile app
Complete SuiteDash brand removal
Portal design feels dated
Limited layout customization options

Dubsado

Brand customization on forms and documents, not on the portal itself. Dubsado lets businesses add logos, brand colors, and custom fonts to forms, contracts, proposals, and invoices. Client-facing documents carry the business brand. But the client portal URL shows Dubsado's domain, and there is no option for a custom domain or full brand removal. For freelancers sending contracts and invoices, the branding on individual documents is often enough. For agencies that want clients to feel like they are using a proprietary platform, the lack of portal-level white-labeling is a visible gap. Platforms like Plutio offer custom domain portals where clients see only the business brand.

Logo and brand colors on forms
Custom fonts on client documents
Branded proposals and invoices
No custom domain for portal
Dubsado branding visible in portal
No branded mobile app

Workflow automation

A new lead fills out a contact form. Does the platform automatically send a welcome email, create a project, generate a contract, and schedule a call, or does someone have to trigger each step manually?

SuiteDash

Drip campaigns and onboarding flows, not visual workflows. SuiteDash handles automation through email drip sequences and automated onboarding flows that trigger when a new client or project is created. A signed proposal can automatically generate a project and invoice. But the automation is event-based rather than conditional, so there is no visual workflow builder where branching logic creates different paths based on client actions. For example, sending a follow-up email if a contract is not signed within 3 days requires workarounds rather than a simple trigger-and-branch setup. The automation covers basic sequences well but stops short of the conditional logic that more complex client journeys require.

Email drip sequences on all plans
Automated project creation from proposals
Onboarding flows for new clients
No visual workflow builder
No conditional branching logic
Limited trigger options for automation

Dubsado

Visual node-based workflow builder with conditional triggers. Dubsado's workflow builder (renamed to "flows" in the 3.0 update) is the platform's primary differentiator. The visual editor maps out client journeys as a series of nodes: send email, wait 2 days, check if contract is signed, branch to reminder or next step. Triggers include form submission, contract signing, invoice payment, and scheduling confirmation. A photographer can automate the entire booking process: inquiry form triggers a welcome email, which triggers a contract, which (once signed) triggers an invoice and a questionnaire. The catch: the workflow builder is only available on the Premier plan at $55/month, and building workflows requires significant upfront time to configure and test properly.

Visual node-based workflow builder
Conditional branching logic
Triggers for forms, contracts, payments
Automated email sequences within workflows
Premier plan ($55/month) required
Complex setup with steep learning curve

Invoicing and payments

The work is done and the invoice needs to go out. Can the platform handle different billing models, payment processing, and follow-ups without manual data entry from other tools?

SuiteDash

Three invoice types with built-in payment processing. SuiteDash offers standard invoices, recurring invoices, and subscription invoices. Invoices can be generated from proposals or created manually with line items, tax calculations, and discount codes. Clients pay through Stripe or PayPal directly from the client portal. The invoicing connects to the CRM, so payment status updates automatically on client records. SuiteDash also includes a basic expense tracking module. The limitation: invoices cannot be generated from tracked time automatically, so hourly billing requires manually entering hours into invoice line items. For project-based billing with fixed prices, the workflow is direct. For time-based billing, the manual step adds friction.

Standard, recurring, and subscription invoicing
Stripe and PayPal payment processing
Invoices generated from proposals
Automatic payment status in CRM
No time-to-invoice automation
Basic expense tracking

Dubsado

Invoice automation through workflows, limited manual flexibility. Dubsado's invoicing connects to the workflow engine, so invoices can be auto-generated when a contract is signed or a milestone is reached. Payment plans split invoices into scheduled installments. Clients pay through Stripe, Square, or PayPal. Auto-reminders follow up on unpaid invoices without manual intervention. But the invoicing interface itself has known limitations: invoices cannot be adjusted by date easily, the design customization is basic, and there is no way to generate invoices from tracked time. For businesses that bill on project milestones and want invoices sent automatically, Dubsado's workflow-driven invoicing handles the job. For hourly billing or complex retainer structures, the gaps show quickly.

Workflow-triggered invoice generation
Payment plan installments
Auto-reminders for unpaid invoices
Stripe, Square, and PayPal processing
Invoice adjustments are rigid
No time-to-invoice flow

Project management and task tracking

The contract is signed and the work begins. Can the platform track tasks, deadlines, milestones, and progress without opening a separate project management tool?

SuiteDash

Task lists with assignments but no visual project views. SuiteDash includes project management with task lists, due dates, assignees, and project-level notes. Tasks can be organized into categories within a project, and team members receive notifications when tasks are assigned or updated. The project view shows progress percentages and overdue items. But there are no Kanban boards for visual workflow, no Gantt charts for timeline planning, and no task dependencies that automatically shift deadlines when something slips. For agencies running multi-phase client projects with overlapping deliverables, a separate tool like Asana or Trello typically runs alongside SuiteDash for the visual project tracking. Platforms with Kanban boards and timeline views handle those longer projects in one place.

Task lists with assignments and due dates
Project-level notes and files
Progress percentage tracking
No Kanban boards
No Gantt charts or timelines
No task dependencies

Dubsado

Minimal project tracking, focused on client workflow instead. Dubsado treats projects as containers for the client relationship: forms, contracts, invoices, and communication live inside a project, but task management is limited to basic to-do lists. There are no visual project views, no task assignments for team members, and no way to track deliverable progress beyond checking items off a list. Dubsado is designed for the business side of client management (booking, contracts, payments) rather than tasks, timelines, and deliverable tracking. For anyone managing task boards and deadlines alongside the business admin, a separate project management tool is necessary. Task-level tracking with time logging handles both sides in one app.

Projects organize client documents
Basic to-do lists within projects
No task assignments for team members
No Kanban boards or visual views
No deliverable tracking
No time tracking on tasks

Forms, contracts, and proposals

A new client needs a proposal, a contract to sign, and an onboarding questionnaire. Can the platform create, send, and track all three without switching between apps or copy-pasting between templates?

SuiteDash

Proposals with e-signatures and document generation. SuiteDash handles proposals through a template system with line items, descriptions, and approval workflows. Once a client approves a proposal, the platform can automatically generate a project and invoice. Contracts support e-signatures, and document generation pulls client data from the CRM to auto-fill fields. The proposal and contract templates are functional, but the form builder has fewer customization options than dedicated form tools. For businesses that need branded questionnaires or multi-step intake forms with conditional logic, the form options feel basic compared to Dubsado's form builder.

Proposals with approval workflows
E-signatures on contracts
Auto-fill from CRM data
Proposal-to-project-to-invoice flow
Basic form builder compared to Dubsado
Limited form conditional logic

Dubsado

Highly customizable forms with embedded contracts and payments. Dubsado's form builder has more customization options than most competitors in this category. Forms can include contract sections, payment collection, scheduling links, and questionnaire fields in a single document. A client can read the proposal, sign the contract, pay the deposit, and fill out an onboarding questionnaire without leaving the form. The visual customization options include fonts, colors, images, and layout adjustments. Public proposals let clients choose from service packages directly. The catch: the most customizable form features and public proposals are locked behind the Premier plan at $55/month, and the form builder has a learning curve that matches the rest of the platform.

Multi-purpose forms (contract + payment + questionnaire)
Embedded scheduling in forms
Public proposals with package selection
Visual form customization
Full form features on Premier plan only
Form builder has steep learning curve

Scheduling and appointments

Clients need to book calls, consultations, or meetings. Can the platform handle booking pages, calendar sync, and automated reminders without adding Calendly or Acuity to the stack?

SuiteDash

Built-in booking pages on every plan. SuiteDash includes appointment scheduling with booking pages that sync to Google Calendar and Outlook. Clients can book available time slots directly from the portal or from an embeddable booking widget. Automated confirmation emails and reminders go out without manual follow-up. Scheduling comes with all plans, including the $19/month Start tier. The limitation: the booking page design options are basic, there is no group scheduling, and the calendar does not support complex availability rules like buffer times between meetings or different availability for different service types. For straightforward 1-on-1 booking, the built-in scheduler removes the need for a separate tool.

Booking pages on all plans
Google Calendar and Outlook sync
Automated confirmations and reminders
Embeddable booking widget
Basic booking page design
No group scheduling

Dubsado

Rebuilt scheduler with workflow integration, but Premier only. Dubsado's scheduling was rebuilt from scratch in the 3.0 update with a calendar interface that matches standalone scheduling tools. The scheduler integrates directly with workflows, so a booked appointment can trigger an automated sequence: confirmation email, pre-meeting questionnaire, follow-up invoice. Calendar sync works with Google Calendar. The scheduling connects to forms, so clients can book and fill out intake questions in one step. The deal-breaker for some: scheduling is only available on the Premier plan at $55/month. The Starter plan at $35/month has no scheduling at all, which means businesses on the lower tier still need Calendly or Acuity alongside Dubsado.

Rebuilt calendar in 3.0 update
Direct workflow integration
Combined booking and intake forms
Premier plan ($55/month) required
No scheduling on Starter plan
Google Calendar sync only

Skip the comparison?

Get proposals, projects, and billing in one app

SuiteDash and Dubsado handle client intake. Plutio handles the entire workflow: proposals, Kanban boards, task-level time tracking, invoicing, and white-labeled client portals.

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4.4/5 Rating

4.6/5 Rating

4.7/5 Rating

SuiteDash vs Dubsado pricing breakdown

SuiteDash and Dubsado use different pricing structures. SuiteDash charges a flat rate with unlimited users on every plan. Dubsado charges a base rate with additional fees as teams grow beyond 3 members.

SuiteDash Pricing (2026)

Start: $19/month ($15/month annual). CRM, invoicing, project management, client portal, scheduling, file sharing, and white-label branding. Unlimited users and contacts.
Thrive: $49/month ($40/month annual). Adds email marketing with drip sequences, additional automations, and more storage.
Pinnacle: $99/month ($80/month annual). Adds learning management system (LMS), internal wiki, and priority support.

Dubsado Pricing (2026)

Starter: $35/month ($335/year). Unlimited projects and clients, invoicing with payment plans, form and email templates. No scheduling, no workflows, no proposals. Up to 3 users included.
Premier: $55/month ($525/year). Adds scheduling, automated workflows, public proposals, multiple lead captures, and Zapier integration. Up to 3 users included.
Additional users: 4-10 users add $25/month. 11-20 users add $45/month. 21-30 users add $60/month.
Additional brands: $10/month per extra brand.

The real cost: what teams actually pay

SuiteDash's flat-rate model becomes noticeably cheaper for teams. A 5-person team on SuiteDash Start costs $19/month total. The same team on Dubsado Premier costs $55/month plus $25/month for the extra 2 users beyond the included 3, totaling $80/month. A 10-person team on SuiteDash still costs $19/month while Dubsado Premier runs $55 plus $25 for the extra users, totaling $80/month. Since neither platform handles the full project workflow, most users add supplementary tools:

Project management: Trello Free or Asana Starter ($0-11/month)
Time tracking: Toggl or Clockify ($0-12/month per user)
Standalone scheduling: Calendly for Dubsado Starter users ($0-12/month)

A typical multi-tool stack runs $50-130 per month for a solo service business, higher for teams. All-in-one platforms like Plutio start at $19/month for solo users with proposals, projects, time tracking, and invoicing in one subscription with no per-user fees.

The verdict: SuiteDash is significantly cheaper for teams due to unlimited users on every plan. Dubsado's additional user fees make team scaling more expensive. Both require supplementary tools for real project management and time tracking, which inflates the total cost beyond either platform's base price.

Which tool fits your business type?

SuiteDash and Dubsado serve overlapping audiences but from different angles. SuiteDash leads with feature breadth and white-labeling. Dubsado leads with workflow automation and form customization.

Agencies managing multiple clients

SuiteDash fits agencies that prioritize white-labeled client portals. Agencies can set up a custom domain where each client logs in, views project updates, signs documents, and pays invoices under the agency's brand. The unlimited user model means adding team members and clients costs nothing extra. Dubsado has per-project automation, but the lack of a branded portal means clients see Dubsado's interface rather than the agency's. For agencies positioning as premium service providers, brand consistency across every touchpoint matters.

Creative freelancers (photographers, designers, wedding planners)

Dubsado fits this audience because the workflow automation handles the booking-to-completion pipeline that creative freelancers repeat dozens of times per year. A photographer can automate the entire booking process: inquiry form, welcome email, contract, deposit invoice, pre-shoot questionnaire, and post-shoot follow-up. Building that workflow takes time upfront, but once running, each booking that used to need 20-30 minutes of manual follow-up happens automatically. SuiteDash can handle similar steps, but each one requires more manual triggering.

Consultants and coaches billing hourly

Neither platform supports hourly billing natively. SuiteDash has no built-in time tracker that connects to invoicing. Dubsado similarly lacks time tracking. Consultants who bill by the hour end up tracking time in a separate app and manually entering totals into invoices. For anyone whose revenue is primarily hourly, platforms with task-level time tracking that flows into invoice line items handle the workflow without the manual handoff.

Course creators and education businesses

SuiteDash is the only option here. The built-in LMS on the Pinnacle plan ($99/month) lets businesses create courses, assign them to clients, and gate content behind a paywall. Dubsado has no learning management features at all. For businesses that deliver training alongside client services, SuiteDash removes the need for Teachable, Thinkific, or another course platform. The LMS has fewer features than dedicated course platforms, but for supplementary training materials or onboarding courses, the LMS connects directly to the client portal without a separate login.

Small teams (3-10 people)

SuiteDash costs less for teams because every plan includes unlimited users. A 10-person agency on SuiteDash Start pays $19/month total. The same team on Dubsado Premier pays $80/month ($55 base plus $25 for extra users). Neither platform has granular role-based permissions or contractor-specific access levels, so team collaboration features are basic on both. For teams that need real collaboration tools alongside client management, dedicated team platforms cover both.

What both tools are missing

SuiteDash and Dubsado both cover the client-facing side of service businesses: CRM, contracts, invoicing, and some automation. But once the contract is signed and task assignments begin, most users find themselves opening additional apps for Kanban boards, time tracking, and file management.

No task-level time tracking

Neither SuiteDash nor Dubsado has built-in time tracking that connects to invoicing. Consultants, coaches, and agencies that bill hourly need to track time in a separate app, then manually enter hours into invoices. Each billing cycle involves exporting time data from Toggl or Clockify, calculating totals, and creating invoice line items by hand. Across 15-20 clients per year, that manual transfer consumes 20-40 hours annually. Platforms with task-level time tracking generate invoice line items from logged hours automatically.

Project management stops at task lists

SuiteDash has task lists with assignments and due dates. Dubsado has minimal to-do lists within projects. Neither has Kanban boards for visual workflow, Gantt charts for timeline planning, subtasks with nesting, or task dependencies that reschedule automatically when something slips. For a simple 1-week project, task lists work. For a 3-month website build with multiple phases, deliverables, and client approvals, a separate project management tool runs alongside, and project details get duplicated between systems.

Limited reporting and analytics

SuiteDash tracks basic financials: revenue, expenses, and payment status. Dubsado tracks payment history but lacks dashboards or visual analytics. Neither platform shows profit-per-project, team utilization rates, or revenue forecasting. For businesses making decisions about pricing, staffing, or which services are most profitable, the data lives in spreadsheets rather than in the platform. Business dashboards that pull from projects, time tracking, and invoicing in one view handle reporting without the spreadsheet layer.

No subscription billing with automatic charges

Both platforms support recurring invoices, but neither charges clients automatically on a schedule. Each recurring invoice requires the client to manually approve payment. For retainer-based businesses with 5-15 monthly clients, chasing payments and tracking who paid consumes 2-3 hours per month. Platforms with built-in subscription billing handle automatic recurring charges and payment recovery without the manual follow-up.

Integration ecosystems are small

SuiteDash has minimal native integrations, relying on its built-in tools rather than connecting to external apps. Dubsado connects to Zapier on the Premier plan, plus direct integrations with Stripe, Square, PayPal, and QuickBooks. Neither has the deep integration ecosystem that larger platforms offer. For businesses that rely on Google Workspace, Slack, accounting software, and file storage, the lack of native connections means either manual data transfer or paying for Zapier as a bridge.

What users do when neither tool is enough

When SuiteDash or Dubsado cannot handle the full workflow alone, users take one of two paths: build a multi-tool stack and accept the manual handoffs, or move to a platform designed for the complete client lifecycle.

The typical workaround stack

Most users end up assembling a combination like this:

SuiteDash or Dubsado for CRM, contracts, and invoicing ($19-55/month)
Trello, Asana, or ClickUp for project management ($0-25/month)
Toggl, Clockify, or Harvest for time tracking ($0-12/month per user)
Calendly or Acuity for scheduling (Dubsado Starter users) ($0-12/month)
Google Drive or Dropbox for file sharing ($0-15/month)

That is four or five subscriptions totaling $50-130 per month for a solo service business, with multiple logins to manage and constant manual data transfer between each tool.

The hidden cost: time spent on handoffs

The subscription cost is the visible expense. The hidden cost is the workflow friction. When a contract gets signed in Dubsado, someone has to manually create a project in Asana, set up time tracking in Toggl, then copy completed hours into a Dubsado invoice at the end of the engagement. Each handoff takes 5-15 minutes. Across 15-20 clients per year, that is 25-40 hours annually spent on data transfer that software should handle automatically.

The single-platform path

All-in-one platforms exist that handle proposals, project management, time tracking, and invoicing in a single system. The trade-off is learning a new interface versus maintaining an existing multi-tool setup. For users who have invested weeks configuring SuiteDash's white-label portal or Dubsado's workflow automations, migration feels like starting over. For users already juggling four apps and spending hours on handoffs each week, switching to a single platform can recover 2-4 hours per week.

What one platform looks like in practice

Plutio is one platform that covers the complete workflow. Proposals convert into projects with Kanban boards. Time tracking happens at the task level and flows directly into invoice line items. Clients access a portal on a custom domain, not the software vendor's. The comparison table below shows exactly where Plutio fills the gaps that SuiteDash and Dubsado leave open, and where each platform still has strengths.

Final verdict: SuiteDash vs Dubsado

SuiteDash and Dubsado both handle the client-facing side of service businesses well: CRM, contracts, and invoicing. The core difference is whether feature breadth with white-labeling (SuiteDash) or workflow automation with form customization (Dubsado) matters more for a specific business model.

SuiteDash leans toward:

White-labeled client portals with a custom domain. SuiteDash has custom domain portals and a branded mobile app, but the portal design feels dated and layout options are limited.
Flat-rate pricing with unlimited users. Every SuiteDash plan covers unlimited team members and contacts, so the cost stays fixed as the team grows.
A built-in LMS or internal wiki. SuiteDash's Pinnacle plan ($99/month) includes course creation and knowledge management that Dubsado does not offer, but $99/month is steep for a supplementary LMS.
Scheduling included from day one. SuiteDash includes booking pages on all plans, while Dubsado reserves scheduling for the $55/month Premier tier.

The trade-off: The interface feels cluttered with so many modules packed into one platform. Page loads slow down under heavy data. There is no Kanban board for visual project management. Setup takes days for most new users, and the 4.6/5 ease-of-use rating on Capterra reflects the learning curve.

Dubsado leans toward:

Workflow automation as the primary need. Dubsado's visual workflow builder supports conditional branching and triggers, but building each workflow takes 2-4 hours and requires the $55/month Premier plan.
Form customization for the client experience. Dubsado's forms can combine contracts, payments, scheduling, and questionnaires into a single branded document.
Solo creative freelancers with a repeatable client process. Photographers, designers, and wedding planners who book the same type of client repeatedly use Dubsado's automation most, but the lack of a mobile app and the complex setup process mean weeks of configuration before any time savings kick in.

The trade-off: The Starter plan at $35/month lacks scheduling, automation, and public proposals, so most users need the $55/month Premier plan to access scheduling, automation, and public proposals. There is no mobile app. The 3.6/5 ease-of-use rating on Capterra reflects a genuinely complex setup process. Team scaling adds cost beyond 3 users.

Consider moving to a single platform if:

Managing three or more tools to run the client workflow is eating into productive hours every week.
Manual data transfer between CRM, project management, time tracking, and invoicing creates errors or delays in billing.
Projects are complex enough to need Kanban boards, timelines, or task dependencies rather than basic checklists.
The business bills hourly and needs time tracking that flows directly into invoice line items.
The team is growing beyond 3-5 members and per-user or tiered pricing does not make sense.

The reality: Switching means learning a new system and migrating existing data. For most users, the migration takes a focused weekend. The ongoing time savings typically recover that investment within a month.

The bottom line: SuiteDash packs more features into one platform with white-labeled portals and flat-rate pricing, but the interface is cluttered and setup takes days. Dubsado has a visual workflow builder for automating client journeys, but the $55/month Premier plan is required and there is no mobile app. Both handle contracts and invoicing but stop there. Task boards, time tracking, and progress updates happen in other apps. If the workflow already spans multiple tools and the handoffs between them feel like wasted time, the comparison table below shows how all-in-one platforms like Plutio stack up against both.

Research & Sources

This comparison is based on official documentation review, pricing page verification, and analysis of user feedback across review platforms. All data was verified in February 2026.

Research methodology

Each tool was evaluated through official feature documentation, pricing pages, and analysis of user reviews across Capterra, G2, AppSumo, and TrustRadius. The focus was on common pain points from lower-rated reviews where users share honest limitations rather than promotional praise.

Platform ratings (February 2026)

SuiteDash: 4.8/5 on G2, 4.9/5 on Capterra (608 reviews), 4.54/5 on AppSumo (279 reviews). Praised for feature breadth, white-labeling, and flat-rate pricing. Criticized for slow page loads, cluttered interface, steep learning curve, and email deliverability issues.
Dubsado: 4.2/5 on Capterra (60 reviews), 3.6/5 ease of use on Capterra. Praised for workflow automation and form customization. Criticized for complex setup, no mobile app, basic reporting, and invoicing rigidity.
Plutio: 4.6/5 on G2 (200+ reviews), praised for all-in-one coverage, task-level time tracking, and white-labeling.

Common user complaints (from 1-3 star reviews)

SuiteDash users frequently mention: "Pages load slow, especially with more data." "Interface is cluttered and takes time to learn." "Emails sent through SuiteDash sometimes land in spam." "No Kanban board for visual project management."

Dubsado users frequently mention: "Setup is so complex that there are people who specialize in Dubsado setup as a career." "No mobile app makes managing clients on the go impossible." "Invoicing features are hard to navigate." "Reporting is basically non-existent beyond payment tracking."

Pricing sources (verified February 2026)

SuiteDash: Official pricing page
Dubsado: Official pricing page
Plutio: Official pricing page

Feature verification

SuiteDash Capterra reviews (608 reviews)
Dubsado Capterra reviews (60 reviews)
SuiteDash features page
Dubsado official site
Dubsado workflow documentation

If you find any inaccuracies or outdated information, please let us know so we can investigate and update.

SuiteDash vs Dubsado vs Plutio: full feature comparison

See how all three tools compare on project management, time tracking, invoicing, white-labeling, and workflow automation

PRICING Collapse	Plutio 198/199	SuiteDash 107/199	Dubsado 91/199
Starting price	$19/month (Core plan)	$19/month (Start plan, $15/month annual)	$28-44/month (Starter plan, Dec 2025 pricing)
Free plan	No free plan (14-day trial available)	No free plan (14-day trial)	No free plan (21-day trial)
Trial period	14-day free trial	14-day free trial	21-day free trial (all Premier features)
PROJECT MANAGEMENT Collapse	Plutio 198/199	SuiteDash 107/199	Dubsado 91/199
Manage projects and tasks	Fully flexible project and task setup you can shape to your workflow	Flexible project management with multiple modules	Projects with task boards
Project roles and permissions	Control exactly who can view or edit each part of a project	You can control project access using roles and permission rules	3 fixed roles (Basic, Accountant, Admin)
Multiple task boards	Unlimited boards to run parallel workflows in the same project	You can create multiple boards, but each must be configured manually	You cannot use task boards
Embeddable project boards	Live project boards embedded into client portals or websites	You cannot embed live project boards externally	You cannot embed project views
Sharable project boards	Read-only public links for sharing progress without risk	You can share projects using permission-based access	You can share via the client portal only
Project stages and milestones	Define custom project lifecycles for different types of work	You can define stages and milestones per project	You can use project statuses, but no milestones
Connected proposals, contracts, and invoices	Everything related stays connected to the project automatically	Modules are separate but can be linked manually	Proposals, contracts, and invoices live inside projects
Custom project data fields	Track, sort, filter, and report on custom project data	Custom fields available	Basic custom fields
Kanban boards	Drag-and-drop tasks across customizable columns	You can view and manage tasks in Kanban boards	Kanban view added in Dubsado 3.0 (Nov 2025)
Table view	Bulk-edit tasks like a spreadsheet	You can view records in tables, but columns and behavior are rigid	Table view is the default task display in Dubsado 3.0
List view	Clean task lists with clear hierarchy	You can manage tasks in a standard list view	You can manage tasks in simple lists
Calendar view	See tasks and deadlines on a calendar	You can see tasks and deadlines on a calendar	You can see deadlines and appointments on a calendar
Gantt view	Plan work visually with task order and dependencies	No native Gantt chart view	You cannot view work on a gantt chart
Subtasks	Break work down into multiple nested levels	You can break tasks into subtasks	You cannot split tasks into subtasks
Email to task	Turn emails into tasks without manual copying	Included	You cannot create tasks from emails
Task comments	Keep discussions tied directly to each task	You can comment directly on tasks	You cannot comment on tasks
Task attachments	Store files directly on the task they belong to	You can attach files directly to tasks	You can upload files, but not attach them to tasks
Task priorities	Define priority levels that fit your workflow	You can assign priorities to tasks	You cannot set task priorities
Task labels & color coding	Use unlimited labels to visually organize tasks	You can label and color-code tasks	You cannot label or color-code tasks
Multiple task assignees	Assign tasks to one or multiple teammates	You can assign multiple people, but coordination is manual	You cannot assign tasks to multiple people
Task templates	Reuse task-level structures across projects	You can reuse task templates	You can reuse workflows and form templates
Task permissions	Control access at the individual task level	Permissions are controlled by roles, not per-task rules	You cannot set permissions per task
Task dependencies	Prevent work from starting out of order	Task dependencies require Pinnacle plan ($99/month)	You cannot link tasks together
Recurring tasks	Automate repeating work with flexible schedules	You can create recurring tasks	You cannot create recurring tasks
Custom task data fields	Add task-level fields for tracking custom details	Custom fields available	Basic custom fields
TIME TRACKING Collapse	Plutio 198/199	SuiteDash 107/199	Dubsado 91/199
Time tracking system	Easily track time using timers or manual entries	You can track time using timers or manual entry	Built-in time tracker (Premier plan only, enhanced in 3.0)
Task-level tracking	Log time directly against tasks and subtasks	You can track time directly on tasks	Time tracker available (Premier plan)
Project-level tracking	See time spent per project and per client	You can track total time per project	Time tracked per project (Premier plan)
Billable time tracking	Clearly separate billable and non-billable time	You must manually define what counts as billable	Billable hours logged to invoices (Premier plan)
Billable time invoicing	Turn tracked time into invoices without extra steps	Tracked time can be invoiced with manual confirmation	Tracked time can be added to invoices (Premier plan)
Timesheet reports	View detailed time reports by task, project, or client	You can generate detailed time reports	Basic time logs (Premier plan)
Team timesheets	See how each team member tracks their time	You can view time logs per team member	You cannot see team time reports
PROPOSALS Collapse	Plutio 198/199	SuiteDash 107/199	Dubsado 91/199
Create and send proposals	Create proposals clients can review, approve, and sign in one flow	Proposals with line items and attachments	Proposals with pricing tables
Drag-and-drop proposal builder	Create custom, branded proposals without layout limits or code	You can edit proposals visually, but layout control is complex	You can build proposals using drag-and-drop forms
Reusable proposal templates	Reuse proven proposal layouts across clients	You can use prebuilt proposal templates	You can use proposal templates
Real-time proposal analytics	See exactly when proposals are opened and reviewed	You can see status changes, not detailed viewing analytics	You cannot see proposal view analytics
Live messenger on proposals	Answer questions directly while clients review proposals	You cannot message clients inside proposals	You cannot chat inside proposals
Proposal flow automation	Move from proposal to contract, invoice, or booking automatically	Limited proposal-to-booking flow	You can add proposal items like services or products
Convert proposal to invoice	Create invoices directly from approved proposals	You can convert proposals to invoices with manual steps	Accepted proposals create invoices
Packages and add-ons	Offer upsells and add-ons directly inside proposals	You can create packages using configuration rules	You can offer packages and add-ons
Interactive pricing tables	Let clients choose options before approving	Pricing tables exist but do not update dynamically	Pricing updates based on selections
Dynamic data and variables	Auto-fill proposal content with client and project data	You can use variables to auto-fill proposal content	You can use smart fields
Expiration dates	Automatically expire proposals after a set date	You can set proposal expiration dates	You cannot set proposal expiry dates
PDF Export	Download as branded PDFs	You can download proposals as PDFs	You can download proposal PDFs
Reusable content blocks	Create reusable proposal sections you can reuse on demand	You can reuse content via templates, not blocks	You can reuse form sections
Legally binding e-signatures	Collect secure electronic signatures on proposals	Clients can sign proposals online	Clients can sign documents online
Custom proposal data fields	Create custom proposal data you can sort, filter, and report on	Custom fields available with configuration	Basic custom fields
CONTRACTS Collapse	Plutio 198/199	SuiteDash 107/199	Dubsado 91/199
Create and sign contracts	Create, send, and sign contracts in one continuous flow	Full contract management	Contract creation with automation
Drag-and-drop contract builder	Create fully custom contracts with flexible layouts, no code or formatting limits	Contracts use structured templates, not free-form builders	You can build contracts using form blocks
Legally binding e-signatures	Collect secure signatures with audit trails and signer verification	Contracts support legally binding signatures	Contracts support legal e-signatures
Multi-signature / signees	Collect signatures from multiple people on the same contract	You can add multiple signers to contracts	You can collect multiple signatures, setup is limited
Reusable contract templates	Reuse contract structures to create new agreements faster	You can use predefined contract templates	You can use contract templates
Auto-reminders automation	Automatically follow up until contracts are signed	Signing reminders send automatically	Reminders send automatically
Dynamic data/variables	Auto-fill contract content with client and project data	Variables auto-fill contract fields	You can use smart fields in contracts
Contract automation triggers	Trigger automated workflows the moment a contract is signed	Contracts can trigger workflows only if configured	Contracts trigger workflows
View notifications	See when contracts are opened and reviewed	You receive notifications when contracts are viewed or signed	You receive signing notifications
PDF download with signature certificate	Download signed contracts with official proof of signature	Signed contracts can be downloaded with certificates	You can download signed PDFs
Custom signer data fields	Collect structured signer information during signing	Signer fields are configurable with limits	You cannot customize signer fields
Custom contract data fields	Create custom contract data you can sort, filter, and report on	Custom fields available with configuration	Basic custom fields
INVOICES & PAYMENTS Collapse	Plutio 198/199	SuiteDash 107/199	Dubsado 91/199
Create invoices and get paid	Send invoices and collect payments in one connected flow	Full invoicing with payment tracking	Invoices with payment plans
Fully branded invoices	Match invoices to your brand with custom logos, colors, and layout	Invoices support logos, colors, and branding	You can brand invoices
Drag and drop invoice builder	Create custom invoice layouts visually without formatting limits	Visual builder but complex setup	Requires manual setup
Customizable line items	Edit pricing, quantities, descriptions, and structure freely	You can edit invoice line items	You can edit line items
Item or invoice discounts	Apply discounts at the item or full invoice level	You can apply discounts to invoices	You can apply discounts
Customizable taxes	Create tax rules that match your location and use case	You can configure tax rates	You can set tax rates
ACH payments	Accept bank transfers for lower-fee payments	You can accept bank payments	You can accept bank payments
Stripe integration	Accept credit and debit cards instantly	You can accept payments through Stripe	You can accept payments via Stripe
Square integration	Collect in-person payments when needed	You cannot accept payments via Square	You cannot accept payments via Square
PayPal integration	Let clients pay using PayPal	You can accept payments via PayPal	You cannot accept payments via PayPal
Flexible partial payments	Collect deposits and split payments across milestones	You can accept partial payments	You can accept partial payments
Payment plans	Break invoices into scheduled installments	You can split invoices into installments	You can split invoices into payments
Automated recurring invoices	Automatically send invoices on a recurring schedule	You can schedule recurring invoices	You can schedule invoices, not subscriptions
Subscription management	Manage ongoing client subscriptions and billing	Subscriptions can be managed with setup	You cannot manage subscriptions
Automated payment reminders	Follow up automatically until invoices are paid	Payment reminders send automatically	Payment reminders send automatically
Reusable invoice templates	Reuse invoice layouts without rebuilding each time	You can reuse invoice templates	You can reuse invoice templates
Multiple currency support	Bill clients globally in their local currency	You can invoice in multiple currencies with account limits	You can use one account currency
Invoice automation triggers	Trigger automated workflows when invoices are sent or paid	Contracts can trigger workflows only if configured	Contracts trigger workflows
View notifications	See when invoices are opened and paid	You receive notifications when contracts are viewed or signed	You receive signing notifications
Built-in expense tracking	Track project-related costs alongside invoices	You can track expenses	You cannot track expenses
Invoice deposits	Collect upfront payments before work starts	You can request invoice deposits	You can request deposits
Auto-invoice billable time	Turn tracked time into invoices automatically	Time can be invoiced with manual confirmation	There is no time to convert
Custom invoice data fields	Create custom invoice data you can sort, filter, and report on	Custom fields available with configuration	Basic custom fields
INBOX Collapse	Plutio 198/199	SuiteDash 107/199	Dubsado 91/199
Centralized unified inbox	Manage email, chat, and messages from one shared inbox	Messages are grouped by module, not unified	Messages and emails live in one place
Full email integration	Connect and manage all your email accounts in one place	You can sync external email accounts	You can sync your email
Embeddable live chat	Add real-time chat to your website and client portals	Live chat is available via portal widgets	You cannot add live chat to your site
Instant direct messages	Message teammates privately without leaving your workspace	Direct messages exist with limits	You cannot DM teammates
Contextual project conversations	Keep conversations tied directly to the project they belong to	Context depends on where the message was sent	Messages are tied to projects
Team channels	Create shared spaces for team-wide discussions	You cannot create team chat channels	You cannot create team channels
Customized channels	Organize channels by team, topic, or workflow	Not supported	Channels are not supported
@mentions	Notify teammates instantly inside conversations	@mentions work in specific areas only	You cannot mention teammates
Message read receipts	See when messages are read	Read receipts are not consistently visible	You can see when clients read messages
File sharing in chat	Share files directly inside conversations	Files are attached to records, not chat threads	You can share files in messages
Shared email inbox	Collaborate on incoming emails as a team	Limited team email sharing	Team email is not shared
Inbox mobile app	Access and respond to messages on mobile	Mobile app has limited inbox features	Mobile inbox available
Email reply to inbox	Reply from your email client and keep conversations synced	Limited email reply support	Email replies sync to conversations
FILES Collapse	Plutio 198/199	SuiteDash 107/199	Dubsado 91/199
Store and manage files	Keep all client and project files in one organized place	You can store and manage files centrally	Files are stored per project only
Advanced folder organization	Organize files by project, client, or structure you choose	Project-based file sections	Requires manual setup
Folder permissions	Control who can view or edit folders	Role-based file access	Requires manual setup
People folders	Group files by person when needed	Files are project-attached only	Requires manual setup
Project folders	Keep files scoped to each project	Project-based file sections	Requires manual setup
In-app previews	Preview files instantly without downloading	Preview via project files	Requires manual setup
Custom file data fields	Capture file metadata you can sort and filter	You can add custom fields across modules	You can add custom fields to forms and records
Built-in documents	Create and edit documents directly inside Plutio	Wiki-style documentation	Requires manual setup
Comments on files and docs	Leave comments directly on files and documents	Comments on project files	Requires manual setup
Bulk file actions	Move, tag, or manage many files at once	Limited bulk operations	Requires manual setup
Files search & filter	Find files quickly using search and filters	Search within project files	Requires manual setup
External cloud sync	Sync files with Google Drive or Dropbox	Via integrations only	Requires manual setup
Secure sharing controls	Restrict access with permissions or passwords	Role-based sharing controls	Requires manual setup
File sharing links	Share files externally with controlled access	Project-based sharing only	Requires manual setup
SCHEDULING Collapse	Plutio 198/199	SuiteDash 107/199	Dubsado 91/199
Schedule meetings	Let clients book meetings directly without back-and-forth emails	Scheduler with calendar sync	Custom scheduler with workflows
Branded booking page	Build a fully branded, customizable booking system using a drag-and-drop editor	Booking pages support custom branding	Branding options are limited
Advanced availability management	Define flexible availability rules applied automatically to bookings	You can define availability rules	You can control availability
Automatic buffer times	Add buffer time automatically between meetings	You can add buffer times to bookings	You can add buffer times
Multiple meeting types	Create unlimited booking types with different rules and setups	You can offer multiple booking types	You can offer multiple appointment types
Calendar sync (Google/Outlook)	Two-way calendar sync that stays up to date automatically	Internal calendar only	Requires manual setup
Customizable booking confirmations	Fully customizable confirmation pages with no layout or branding limits	Confirmation messages have limited customization	Confirmation customization is limited
Redirect after booking	Send bookers anywhere after scheduling, not just a fixed thank-you page	Redirects require workflow configuration	You cannot redirect after booking
Booking automation triggers	Trigger automated workflows the moment a meeting is booked	Contracts can trigger workflows only if configured	Contracts trigger workflows
Smart meeting reminders	Send automatic reminders without manual follow-ups	Meeting reminders send automatically	Meeting reminders send automatically
Automatic timezone detection	Handle timezones automatically without manual adjustments	Timezones adjust automatically	Timezones adjust automatically
Paid appointments (Stripe/PayPal)	Collect payments during booking without extra steps	Payments via integrations only	Requires manual setup
Custom booking forms	Build booking forms with full control over questions and layout	You can customize booking forms	Booking forms are fixed
Minimum notice / daily booking limits	Set booking limits to control lead time and daily volume	You can set booking limits	You can set booking limits
Rescheduling and cancellation controls	Define flexible rules for rescheduling and cancellations	Clients can reschedule or cancel bookings	Clients can reschedule or cancel
AUTOMATION Collapse	Plutio 198/199	SuiteDash 107/199	Dubsado 91/199
Automated workflows builder	Build advanced workflows visually without code or rigid templates	Workflow automation with triggers	Visual node-based Flows builder
Trigger-based workflows	Start workflows from real events across projects, clients, and payments	You can build trigger-based workflows	You can automate automation actions with workflows
Schedule-based workflows	Run workflows on schedules you control, not fixed intervals	Workflows can run on schedules	Workflows cannot repeat on a schedule
Multi-step workflows	Chain multiple actions into one continuous automation	You can chain multiple automation steps	Workflows can include multiple steps
True/False branching	Create conditional paths instead of one-size-fits-all flows	Conditional logic is supported	Branching exists, but is limited
Delay-based actions	Add precise timing between steps, down to minutes or days	You can delay actions	You can delay workflow steps
Create & update records	Create, update, or move records automatically across the system	Records can be created automatically with setup	Creation actions are limited
Move & duplicate records	Reorganize work automatically without manual cleanup	Records can be duplicated automatically	Items cannot be duplicated automatically
Delete & archive records	Automatically archive or remove records based on rules	Deletion requires safeguards and rules	Items cannot be deleted automatically
API calls (webhooks)	Trigger or receive real-time events from external systems	You can trigger API calls and webhooks	You cannot use APIs or webhooks
Send emails	Send automated emails tied to real workflow events	Emails can be sent automatically	Workflows can send emails
Post comments	Add notes or comments automatically where work happens	Comments can be posted via workflows	You cannot post comments via automation
Complete automation logs	See exactly what ran, when, and why	Automation activity is logged	You cannot view automation logs
Auto-fill data/variables	Pass data between steps dynamically without manual mapping	Variables work across automation	You can use smart fields
Cross-entity connections	Run workflows that span projects, tasks, proposals, invoices, and more	Actions can trigger across modules	Forms, payments, and bookings trigger workflows
FORMS Collapse	Plutio 198/199	SuiteDash 107/199	Dubsado 91/199
Create branded forms	Build fully branded forms that match your workflow and client experience	Form builder with file uploads	Branded forms with smart fields
Drag-and-drop form builder	Design forms visually with full layout control, no code required	Contracts use structured templates, not free-form builders	You can build contracts using form blocks
Reusable form templates	Reuse form structures without rebuilding from scratch	You can reuse form templates	You can reuse form templates
Custom form data fields	Collect structured data you can sort, filter, and report on	You can add custom fields across modules	You can add custom fields to forms and records
Smart conditional logic	Show or hide fields based on responses, not static forms	Fields can change based on answers	Fields can change based on answers
Instant email notifications	Get notified immediately when forms are submitted	Notifications can send on submission	You can email on submission
Form automation triggers	Trigger automated workflows when a form is submitted	Contracts can trigger workflows only if configured	Contracts trigger workflows
Embed forms	Embed forms anywhere without layout restrictions	Forms can be embedded on websites	You can embed forms
Advanced field preferences	Control required, hidden, and default field behavior	Field behavior options are limited	Field behavior is limited
Comprehensive field types	Collect text, files, dates, selections, and more	Most common field types are available	Field types are limited
Form signature field	Collect legally binding signatures directly inside forms	Forms can include signatures	Forms can include signatures
File upload fields	Accept file uploads as part of form submissions	Clients can upload files	Clients can upload files
Redirect after submission	Send submitters to a custom next step, not a fixed thank-you page	Redirects after submission are supported	You cannot redirect after submit
CRM Collapse	Plutio 198/199	SuiteDash 107/199	Dubsado 91/199
Manage clients and leads	Manage contacts and companies in one connected system	Full CRM with lead portals	CRM with auto-created client records
Full company management	Track organizations, not just individual contacts	You can group contacts into companies	Companies exist, contacts come first
Custom contact data fields	Collect and manage structured contact data you define	CRM fields are customizable	You can add CRM fields
Complete activity timeline	See every interaction with a client in one place	Activity history exists across modules	You can see full activity history
Contacts labeling and grouping	Organize contacts flexibly without rigid pipelines	Contacts can be tagged and segmented	You can tag and segment contacts
WIKI Collapse	Plutio 198/199	SuiteDash 107/199	Dubsado 91/199
Comprehensive knowledge base	Create an internal wiki for processes, docs, and guides	You can create internal knowledge bases	You cannot create an internal wiki
Beautiful rich text pages	Write structured, formatted content without complexity	Not supported	Not supported
Unlimited nested pages	Build deep knowledge hierarchies without limits	Not supported	Not supported
Granular page permissions	Control exactly who can view or edit each page	Not supported	Not supported
DASHBOARDS Collapse	Plutio 198/199	SuiteDash 107/199	Dubsado 91/199
Custom dashboards and pages	Build dashboards around what matters to you, not fixed metrics	Full custom dashboards	Dubsado has a home page, not custom dashboards
Drag-and-drop dashboard builder	Design dashboards visually with full layout control	Widget-based, no drag-drop	Included
Charts widget	Visualize data with customizable charts	Pre-built reports only	Requires manual setup
Metrics widget	Track key numbers without manual reporting	Standard metrics only	Included
Goals widget	Monitor progress toward defined goals	Not supported	Not supported
Notes widget	Add contextual notes directly to dashboards	Not supported	Not supported
Calendar widget	View upcoming events alongside work and metrics	Limited calendar integration	Included
Financial widgets	Track revenue and expenses in the same view	Full financial dashboard	Included
BRANDING Collapse	Plutio 198/199	SuiteDash 107/199	Dubsado 91/199
White-label and branding	Run the entire platform under your brand	Full white-label with custom domains	Dubsado branding, not white-label
Custom interface theme	Apply your brand colors across the system	UI theme options are limited	Color themes on Deliver+ (no Free plan theme customization)
Stylesheet customization	Fine-tune styling beyond basic theming	Custom CSS is supported with constraints	You cannot apply custom CSS
Custom login/signup pages	Use branded authentication pages instead of generic screens	Login and signup pages can be customized	Login pages cannot be customized
Email branding	Send all system emails with your branding	Emails can be branded	You can brand outgoing emails
Custom brand fonts	Use your own fonts throughout the platform	Font selection is limited	You cannot use custom fonts
Custom brand logos	Replace all platform logos with your own	You can add custom logos	You can add your logo
Custom domain name	Run everything on your own domain	Not supported	Not supported
Custom email SMTP	Send emails from your own email infrastructure	Not supported	Not supported
Full workspace embedding	Embed Plutio directly into your website or product	Not supported	Not supported
CUSTOMIZATION Collapse	Plutio 198/199	SuiteDash 107/199	Dubsado 91/199
Flexible workspace setup	Shape the platform to match how your business works	With setup	Dubsado has fixed workspace
Main menu editor	Add, remove, or reorder navigation items freely	Navigation can be rearranged with setup	You cannot customize navigation
User-based menus	Show different navigation for different roles	Menus depend on assigned roles	Menus are the same for all users
Custom user roles	Create role types beyond preset permissions	You can define custom roles	You cannot define custom roles
Advanced user permissions	Control access at a granular level	Permissions can be configured in detail	Permissions are not configurable
SSO / OAuth	Support enterprise-grade single sign-on	SSO is available on higher plans	You cannot use SSO
INTEGRATIONS Collapse	Plutio 198/199	SuiteDash 107/199	Dubsado 91/199
Connect with other tools	Integrate with external systems without lock-in	Native integrations via API	Zapier only
Zapier integration	Connect to thousands of apps without custom code	Zapier can connect to SuiteDash	You can connect Dubsado to Zapier
Make.com integration	Build advanced automation scenarios visually	Make can connect to SuiteDash	You cannot connect via Make
Pabbly Connect	Connect services without usage-based limits	Pabbly can connect using API	You cannot connect via Pabbly
Full REST API access	Build custom integrations with full system access	You can access a REST API	You cannot access an API
Incoming & outgoing webhooks	Send and receive real-time events	Webhooks are supported	You cannot use webhooks
PLATFORM Collapse	Plutio 198/199	SuiteDash 107/199	Dubsado 91/199
Mobile apps	Access your business from native mobile apps	Mobile-responsive, no native apps	iOS and Android with Tap to Pay
iOS app	Full-featured iPhone app	Mobile app exists with limited functionality	You can use Dubsado on iOS
Android app	Full-featured Android app	Android app exists with limited functionality	You can use Dubsado on Android
Mac desktop app	Native macOS app for desktop workflows	No native Mac desktop app exists	There is no desktop app
Windows desktop app	Native Windows app for desktop workflows	No native Windows desktop app exists	There is no desktop app

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SuiteDash vs Dubsado FAQ

Is SuiteDash or Dubsado better for freelancers?

Dubsado fits solo creative freelancers (photographers, designers, wedding planners) who need workflow automation for repeatable client processes. SuiteDash fits freelancers who want a white-labeled client portal and a broad feature set at a flat rate, though the interface has a steep learning curve. Neither handles task-level time tracking, so hourly billing requires a separate app on both platforms.

Does SuiteDash have unlimited users?

Yes. Every SuiteDash plan includes unlimited staff members, contacts, and client portal users. The $19/month Start plan, $49/month Thrive plan, and $99/month Pinnacle plan all include unlimited users with no per-seat charges. Dubsado includes 3 users and charges $25-60/month extra depending on team size.

How much does Dubsado cost per month?

Dubsado Starter costs $35/month ($335/year). Dubsado Premier costs $55/month ($525/year). Both plans include up to 3 users. Extra users beyond 3 cost $25/month for 4-10 users, $45/month for 11-20 users, and $60/month for 21-30 users. Additional brands cost $10/month each.

Does Dubsado have workflow automation?

Yes, but only on the Premier plan at $55/month. Dubsado's visual workflow builder (renamed "flows" in 3.0) uses a node-based editor where triggers like form submission, contract signing, or invoice payment automatically fire actions like sending emails, creating invoices, or scheduling appointments. The Starter plan at $35/month has no automation.

Can I white-label SuiteDash?

Yes. SuiteDash offers full white-labeling on all plans: custom domain for the client portal, branded login screen, custom email domain, and even a custom-branded mobile app. Clients see the business brand rather than SuiteDash throughout the entire experience. Dubsado allows logo and color customization on forms and documents but has no custom domain or full brand removal.

Does Dubsado have a mobile app?

No. Dubsado does not offer a mobile app. The platform is accessible through mobile browsers, but the experience is limited compared to the desktop version. SuiteDash offers a web app and a custom-branded mobile app for client portal access. For managing client work on the go, Dubsado's lack of a mobile app is a frequently cited limitation in user reviews.

Which has better project management, SuiteDash or Dubsado?

SuiteDash has more project management depth with task lists, assignments, due dates, and progress tracking. Dubsado treats projects as containers for client documents rather than workflow management tools. Neither platform has Kanban boards, Gantt charts, or task dependencies. For serious project management, both platforms require a separate tool like Plutio, Asana, or Trello.

Does SuiteDash have an LMS?

Yes. SuiteDash's Pinnacle plan ($99/month) includes a learning management system for creating courses, assigning them to clients or staff, and gating content behind a paywall. The LMS supports single-course and multi-course products. Dubsado has no learning management features. For businesses that deliver training alongside client services, the SuiteDash LMS removes the need for a separate course platform.

Can I migrate from Dubsado to SuiteDash?

Yes, but migration requires manual work. Neither platform has a direct import from the other. Client lists can be exported as CSV and imported. Contracts, proposals, forms, and workflow automations need to be recreated in the new platform. Expect to spend a dedicated weekend migrating and testing before going live with the new platform.

Does SuiteDash or Dubsado have time tracking?

Neither platform has built-in time tracking that connects to invoicing. SuiteDash has no native time tracker. Dubsado similarly lacks time tracking. Hourly billing on both platforms requires tracking time in a separate app (Toggl, Clockify, or Harvest) and manually entering hours into invoice line items. Plutio tracks time at the task level and converts hours into invoices automatically.

Which has better forms, SuiteDash or Dubsado?

Dubsado's form builder is more customizable. Dubsado forms can combine contracts, payment collection, scheduling, and questionnaire fields in a single branded document. SuiteDash's form builder is more basic, with fewer design options and limited conditional logic. For businesses where the client intake experience matters, Dubsado's forms offer more control over the look and flow.

Is SuiteDash good for agencies?

SuiteDash covers white-labeled client portals with custom domains and branded mobile apps for agencies. The custom domain, branded login, and mobile app let agencies present SuiteDash as their own platform. Unlimited users means adding team members and client logins costs nothing extra. The limitations are no Kanban boards for project tracking, slow page loads with larger datasets, and a setup process that takes days to configure properly.

Does Dubsado have scheduling?

Dubsado includes scheduling only on the Premier plan at $55/month. The scheduler was rebuilt in 3.0 with calendar sync (Google Calendar) and integration into workflows, so booked appointments can trigger automated sequences. The Starter plan at $35/month has no scheduling, so users on the lower tier need a separate tool like Calendly or Acuity for appointment booking.

What if neither SuiteDash nor Dubsado fits my workflow?

If both platforms leave gaps in task management, time tracking, or team collaboration, look at all-in-one platforms that cover the complete client lifecycle. Key features to evaluate: Kanban boards, task-level time tracking, white-labeled client portals, and no per-user fees. Plutio is one example that covers all of these, and the comparison table on this page shows how Plutio stacks up against SuiteDash and Dubsado feature by feature.

Can SuiteDash or Dubsado handle subscription billing?

SuiteDash supports recurring invoices and subscription invoicing where clients can be billed on a schedule. Dubsado supports recurring invoices but each one requires manual client payment. Neither platform charges clients automatically like a true subscription billing system. For retainer-based businesses that need automatic monthly charges and payment recovery, platforms with built-in subscription billing handle the recurring revenue without manual follow-up.

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