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Tools Directory / Sales & CRM

Great fit for small business Available worldwide

Dubsado

Manages client projects from lead form to contract, invoice and payment in one place for service providers.

TFI verdict

A favorite of solo creatives and client-based service pros who want polished onboarding. Setup takes time, and automations and scheduling require the Premier plan.

Price checked Nov 1, 2026. Prices change, so confirm on the tool's website.

What it helps with

capture leads with forms
send proposals and contracts
invoice with payment plans
automate client workflows
schedule client calls

Good for

Photographers, Wedding and event planners, Designers and creatives, Coaches and consultants

Skill level

No-Code

Tools, AI skills and hands-on help for small businesses, from Thompson Foundry Innovations.

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Dubsado

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