Comparison
Manage Agency vs Dubsado
Dubsado is strong for freelancers and small studios — forms, contracts, and automation built around a solo operator. Manage Agency is built around the agency team and its clients.
Pick Manage Agency if…
- — You run a team, not a solo practice.
- — You need per-client feature control and a real portal.
- — You want time tracking and project boards alongside delivery.
- — You want a CRM pipeline that converts leads to client accounts.
Stay on Dubsado if…
- — You're a solo freelancer or duo studio.
- — You rely on Dubsado's automation and form workflows.
- — You need Stripe payments built in from day one.
- — Your intake forms and questionnaires are central to your process.
Feature by feature
Branded client portal
Both have branded portals — core to both products.
Client login with their own identity
Per-client feature toggles
Show or hide modules per client. Unique to Manage Agency.
CRM pipeline for new business
Dubsado has a lead pipeline with forms and proposals.
Contracts send + sign + track
Dubsado has strong contract and proposal templates.
Invoicing with line items
Dubsado supports Stripe + PayPal payments. Manage Agency: manual status for now.
Stripe payment collection
Dubsado has native Stripe Connect. Manage Agency: on the roadmap.
Deliverables with status + approvals
Dubsado has tasks and to-dos — no structured client approval flow.
Kanban project board
Dubsado has a board view inside workflows, not a project board.
Client-facing onboarding checklists
Dubsado cform workflows can cover onboarding — not a first-class checklist.
Inline messaging scoped to a client
Dubsado has a client portal chat thread.
Time tracking with project tags
No native time tracking in Dubsado.
Team collaboration (multi-user)
Dubsado's team features are limited — designed primarily for solo/duo.
Role-based access for team members
Dubsado has team roles but limited granularity.
Structured audit trail
No audit log in Dubsado — changes aren't tracked system-wide.
Automation and workflow builder
Dubsado's cform automation is a standout feature. Manage Agency is manual-first.
Questionnaire and intake forms
Dubsado's form builder is deeply integrated with proposals and contracts.
Scheduler / booking
Dubsado has a built-in scheduler. Manage Agency uses calendar events.
Built for agency teams (not solo freelancers)
Dubsado started as a freelancer tool — agency team features came later.
You've outgrown the freelancer tools. Move to something built for your team.
Dubsado was built for solo operators. Manage Agency is built for the agency — with real team roles, a client portal your clients log into, and a pipeline that feeds into delivery.