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What is Dubsado?

Dubsado offers a comprehensive array of tools that let you delegate repetitive tasks, freeing you to focus on the core responsibilities of your job. This business management platform is crafted to ease the complexities of running your enterprise, enabling you to manage projects, cultivate client relationships, schedule meetings, design workflows, and foster connections seamlessly. It also allows for lead capture directly on your website while automating follow-ups through tailored questionnaires based on client responses. Additionally, you can present them with compelling proposals that highlight premium services they might be interested in. We invite you to book a personalized demo with us, and you can explore our features for free, without any time constraints. Experience firsthand how Dubsado can transform the way you manage your business today!

What is Clientlex?

Clientlex offers a highly adaptable software solution tailored for agencies and digital service providers, integrating multiple functionalities such as service sales, client onboarding, project oversight, communication, billing, and reporting into one cohesive platform. This innovative tool allows agencies to create personalized branded storefronts, manage payment transactions, implement intake and approval processes, supervise client projects and document handling, collaborate via a unified portal, monitor billing and subscription details, and evaluate overall business performance. The main objective of Clientlex is to reduce the confusion associated with juggling various separate tools by delivering a comprehensive client management system, which helps agencies effectively promote their services, execute projects, and cultivate client relationships while preserving their distinct brand image. By optimizing these operations, Clientlex significantly boosts efficiency and strengthens client engagement. Additionally, it provides agencies with valuable insights into their workflow, enabling them to make informed decisions for future growth.

Media

Media

Integrations Supported

Zapier
2Checkout
8x8
AgencyAnalytics
CloudSpot
Desktop.com
Google Analytics
Google Calendar
Google Drive
Google Meet
Intercom
Looker
Mailchimp
Mailjoy
NOWPayments
Podia
Square Payroll
Stackreaction
Wufoo
Xero

Integrations Supported

Zapier
2Checkout
8x8
AgencyAnalytics
CloudSpot
Desktop.com
Google Analytics
Google Calendar
Google Drive
Google Meet
Intercom
Looker
Mailchimp
Mailjoy
NOWPayments
Podia
Square Payroll
Stackreaction
Wufoo
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$35 per month or $350 per year. Try us out for free with no time limit
Free Trial Offered?
Free Version

Pricing Information

$49/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Dubsado

Date Founded

2016

Company Location

United States

Company Website

www.dubsado.com

Company Facts

Organization Name

Clientlex

Date Founded

2026

Company Location

United States

Company Website

clientlex.com

Categories and Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Advertising Agency

Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking

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