Comparison

Dubsado vs Clay

Side-by-side comparison of Dubsado and Clay. See pricing, features, ratings, and more.

Dubsado logo

Dubsado

Client Management

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Clay logo

Clay

Data Enrichment

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FeatureDubsadoClay
Rating4.1 / 54.3 / 5
Reviews11
CategoriesContact Management, Project CRM, Small Business CRMLead Management, AI for CRM, Contact Management
PricingFrom $27.92From $150
Pricing Modelpaidfreemium
ProsFull client lifecycle in one system: lead capture, proposals, e-signed contracts, invoicing with payment plans, scheduling and client portals that hand off cleanly, Automation workflows are more expressive than most rivals in this category — trigger chains across emails, forms, tasks and invoices, Strong value: $335-$525 per year with unlimited clients/projects and three free additional users; brands add-on at $10/month, Free email and live-chat support plus free bi-weekly live demo sessions with Q&A — support is consistently rated above ease-of-use, Client portal drew unprompted praise from clients in my testing — the polished end-client experience reflects back on the businessWaterfall enrichment across 100+ data providers lifts email coverage far beyond any single vendor, and failed zero-result lookups generally cost nothing, Unlimited seats on every plan, including Free — rare at this price, so per-user maths never bite as the team grows, Claygent AI research columns can answer per-row questions no standard data provider covers (tech stack signals, pricing page checks, hiring intent), Free plan plus 14-day trials on paid tiers let you validate real coverage before committing, Mature push integrations (HubSpot, Salesforce, sequencers, webhooks) make it a routing layer rather than a dead-end table
ConsReal learning curve: the project/workflow/form concepts need study before serving live clients; Capterra ease-of-use trails its support score, Starter plan allows only one active lead-capture form and excludes workflows, scheduling and public proposals — most businesses need Premier, Revenue and finance reporting is thin beyond basic summaries; service-line profitability needs spreadsheet exports, Email is integrated, not native — heavy triage happens in your own inbox, and there is no real email marketing, No sales-pipeline machinery (lead scoring, probabilities, forecasting); it stops where the sales org beginsTwo meters (Actions + Data Credits) make costs hard to forecast; adding phone numbers or AI columns can triple the bill on the same list, Not a CRM — no contact history, email sync, deal pipeline or forecasting; it must feed a second system, Provider outages inside waterfalls degrade coverage silently rather than erroring, so list quality can drop unnoticed, March 2026 pricing overhaul retired the Starter/Explorer/Pro tiers, changing the entry price for new customers and budgets for existing ones, Priority support is gated to Growth and above; Launch-plan users rely on docs and community
Best ForSolo and tiny client-services businesses — photographers, designers, planners, coaches and consultants — who want the admin around their work handled by one system.Growth and outbound teams that already run a CRM and need to automate list building and enrichment at scale, with a technically curious owner in the seat.
Launch Year——
HQ CountryUSUS