Comparison
Dubsado vs Dex
Side-by-side comparison of Dubsado and Dex. See pricing, features, ratings, and more.
| Feature | Dubsado | Dex |
|---|---|---|
| Rating | 4.1 / 5 | 4.2 / 5 |
| Reviews | 1 | 1 |
| Categories | Contact Management, Project CRM, Small Business CRM | Contact Management, CRM Mobile Apps, Small Business CRM |
| Pricing | From $27.92 | From $12 |
| Pricing Model | paid | paid |
| Pros | Full 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 business | Automatic sync and duplicate merging across LinkedIn, email, calendar, WhatsApp and 15+ sources builds a history you never typed, LinkedIn title-change alerts create natural, well-timed reasons to reach out — two real conversations from my first weeks of testing, Keep-in-touch reminder digest with past-conversation notes attached is a habit loop that actually sticks, Fair pricing at $12-20 per month annually billed, with map view, custom fields and two-way contact sync included early, Copilot AI and Claude/ChatGPT connectors let you query your own network in plain language |
| Cons | Real 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 begins | Not a sales CRM: no real deal pipeline, forecasting, lead scoring or sequences — it sits beside those tools, LinkedIn sync caps (2,500 on Premium, 9,000 on Professional) exclude exactly the heavy networkers the product targets, AI research credits are metered (10/20/50 per month) and enrichment of a large network burns through them quickly, Small vendor: support is email/priority-tier, the integration surface is native syncs plus API/Zapier, and one iMessage sync silently stopped logging in my testing, Email and message metadata access is core to the product — enterprise security teams will need their own review |
| Best For | Solo and tiny client-services businesses — photographers, designers, planners, coaches and consultants — who want the admin around their work handled by one system. | Founders, investors, recruiters and independent consultants whose real asset is their network and whose failure mode is forgetting to keep in touch — not sales teams managing a pipeline. |
| Launch Year | — | — |
| HQ Country | US | US |