Dubsado Reviews & Ratings

Dubsado

4.5 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Ratings and Reviews 2 Ratings

Total 4.5 out of 5 stars
ease 5 out of 5 stars
features 4.5 out of 5 stars
design 4 out of 5 stars
support 5 out of 5 stars

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What is Flori?

Flori is an all-encompassing cloud-based CRM and project management tool specifically designed for founders, freelancers, small agencies, and service teams. It brings together client accounts, contacts, deals, projects, tasks, notes, and documents into a unified platform, facilitating the smooth transition of information from sales to project execution. By structuring workflows, tracking client projects, and allowing communication of specific updates and approvals via client-facing pages, Flori significantly improves collaboration among team members. The platform also features integration with several AI assistants, including Claude, ChatGPT, Codex, Cursor, and Grok, using a Model Context Protocol (MCP) server, which enables these AI tools to engage with authorized records and assist in drafting or finalizing work for human review. Teams are free to choose their preferred AI provider while managing any related subscription fees or usage costs independently. Notably, Flori continues to function effectively even in the absence of an AI connection, and it offers a complimentary plan that enables users to incorporate AI assistants without requiring the use of Flori AI credits. This adaptability makes Flori an excellent choice for contemporary teams aiming to enhance their project management and CRM capabilities, ensuring that they can operate efficiently regardless of the technology they choose to leverage.

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!

Media

Media

Integrations Supported

Gmail
Google Calendar
Claude Duet
Claude for Legal
Cursor
Grok
Slack

Integrations Supported

Gmail
Google Calendar
Chat Agents
Desktop.com
Documati
GoTo
Google Meet
Podia
Square Payments
Square Payroll
Stackreaction
Whisk Manager
Wufoo
Xero
Zoom

API Availability

Has API

API Availability

Pricing Information

$12/user/month
Free Version

Pricing Information

$35 per month or $350 per year. Try us out for free with no time limit
Simple pricing for robust software. Get unlimited access to powerful tools that grow with your business. Start for free and upgrade when the time is right.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows
Mac
Linux

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Flori

Company Website

useflori.com

Company Facts

Organization Name

Dubsado

Date Founded

2016

Company Location

United States

Company Website

www.dubsado.com

Categories and Features

CRM

Not specified

Categories and Features

Business Management

Billing & Invoicing
Financial Management
Marketing Management
Project Management
Scheduling
Time & Expense Tracking
Vendor Management

CRM

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

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