Top 10 Dubsado Alternatives [For 2026]

Dubsado is a popular pick for service businesses because it combines forms, proposals, contracts, invoices, and workflows in one place. But if you have ever felt like setup takes a while, the portal feels a bit basic, or you want something that is simpler for clients to use, you are not alone.

That is why people search for Dubsado alternatives, a Dubsado alternative, and other Dubsado competitors. Most of the time, they are trying to get one of these outcomes:

• A better client portal experience that clients actually enjoy using
• A faster, simpler setup that still covers the essentials
• A clearer way to manage onboarding, delivery, and payments without email chaos

This guide covers the best Dubsado alternatives, what each one is actually good at, and the tradeoffs to watch for. If you want a quick refresher first, check out our Dubsado review post.

If your main goal is a stronger client experience, it also helps to understand what a client portal is. Or, if you are building a portal from scratch, this guide on how to create a customer portal walks through the basics.

Top Picks at a Glance

• Foyer: Best overall if you want a modern client portal that is fast to launch and easy for clients to use.
• HoneyBook: Best for proposals, contracts, and getting paid with minimal setup.
• SuiteDash: Best if you want an all in one system with portal, CRM, invoicing, and automation.
• Assembly (Copilot): Best if you want a branded client portal with messaging and payments in one login.
• Zendo: Best if you sell productized services and want a service catalog style flow.
• Clinked: Best if you need tighter permissions and secure collaboration for sensitive documents.

Dubsado is a popular pick for service businesses because it combines forms, proposals, contracts, invoices, and workflows in one place. But if you have ever felt like setup takes a while, the portal feels a bit basic, or you want something that is simpler for clients to use, you are not alone. If you are comparing options across categories, our top 10 best client portals is a helpful baseline.

If you want to scan everything quickly, here is the full comparison.

Quick comparison table

1. Foyer (best overall Dubsado alternative for client experience)

Foyer is a client portal tool built around a clean, modern experience for clients. If you are comparing Dubsado competitors because you want clients to stop digging through email threads and scattered links, Foyer is the most direct upgrade. You can create a white label branded client portal for each client, share files, message in real time, and collect e signatures without making your setup feel like a huge project.

It is especially strong if your business is deliverable driven. Think onboarding, document collection, approvals, and ongoing collaboration.

Why teams choose Foyer
• A modern portal clients actually enjoy using
• Secure file sharing, messaging, and signing in one place
• Branding controls that feel built for client facing work
• Fast onboarding for your team and your clients
• Clear pricing that is easy to understand

Best for
• Agencies, consultants, and service businesses that want a premium client experience
• Teams that care about branding and a smooth login experience
• Businesses that need a secure place for files, forms, chat, and signatures

Watch outs
• If you want a full CRM pipeline with deals and forecasting built in, you may pair Foyer with a CRM, or choose a CRM first tool

2. HoneyBook (best for proposals, contracts, and payments)

HoneyBook is one of the most common Dubsado alternatives for freelancers and small teams. The value is simple: a smooth path from inquiry to proposal to contract to invoice, without a lot of configuration. If Dubsado feels like too much tool for your current stage, HoneyBook is often the easiest switch.

Why teams choose HoneyBook
• Simple setup and a clean client flow
• Strong templates for proposals and contracts
• Automation for reminders and follow ups
• Payments built into the experience

Best for
• Solo operators and small service businesses
• Photographers, planners, and consultants who want a streamlined booking flow
• Teams that want to get paid faster with less admin work

Watch outs
• If you need very custom workflows or highly specific intake logic, Dubsado or 17hats may feel more flexible
• If your top priority is a portal workspace for ongoing delivery, a portal first tool like Foyer may fit better

3. SuiteDash (best all in one back office style system)

SuiteDash is often shortlisted by people who want to consolidate a lot: portal, CRM, invoicing, automation, and internal operations. It can replace multiple tools, but the tradeoff is usually setup complexity. If you are switching because Dubsado is not robust enough for your back office, SuiteDash can be the next step up.

Why teams choose SuiteDash
• Very broad feature set
• Can cover portal, CRM, billing, and automation
• Customization options for workflows and branding
• Works for teams that want one system

Best for
• Businesses that want to consolidate tools into one suite
• Teams that are willing to spend time configuring a system
• Service businesses with more complex operations

Watch outs
• Setup can feel like building your own system
• If you want something lighter and portal first, Foyer may feel faster

Reviews: See verified user reviews on Capterra: SuiteDash reviews on Capterra (4.8 Stars).

4. Assembly (Copilot) (best for a branded client portal with messaging and payments)

Assembly, formerly known as Copilot, is a client portal platform built for professional service businesses that want clients to have one clear place to work with them. It combines a client portal with messaging, invoicing, contracts, tasks, files, and forms, so clients can log in and handle most of the back and forth in one spot.

If you like Dubsado but you care more about the portal experience than deep form logic and workflow customization, Assembly is worth considering as a Dubsado alternative.

Why teams choose Assembly
• Clean portal experience that feels client friendly
• Messaging and payments inside the same portal
• Branding and customization show up a lot in user feedback

Best for
• Agencies, consultants, accountants, and other service businesses that want a client hub for communication and billing
• Teams that want a portal first feel, plus basic CRM style tools, without building everything from scratch
• Businesses that want clients to stop living in email threads and shared drive links

Watch outs
• If your main priority is highly customizable forms and workflows, Dubsado can give you more control
• If you want the lightest setup with a more portal first focus, Foyer may feel simpler to launch and easier for clients to adopt

Reviews: See verified user reviews on Capterra: Assembly reviews on Capterra (4.8 stars).

5. Zendo (best for selling services through a catalog)

Zendo is a good Dubsado alternative if your business is productizing services and you want clients to buy through a service catalog experience. Instead of starting with a traditional CRM pipeline, Zendo leans into packaging and selling your services in a more structured way.

Why teams choose Zendo
• Service catalog approach that fits productized services
• Automation built around service delivery and repeatability
• Simple way to sell and fulfill without a heavy CRM

Best for
• Agencies and freelancers selling packaged offers
• Teams that want a storefront style flow for services
• Businesses moving toward subscriptions or repeatable retainers

Watch outs
• If you need deep CRM pipeline features, it may not be the best match
• Review count is very small, so treat the rating as an early signal

Reviews: See verified user feedback on Capterra here: Zendo reviews on Capterra (5.0 stars, 1 review).

6. Clinked

Clinked is a strong option if your biggest concern is security and permissions. If you handle sensitive documents and need clear control over who can access what across multiple clients, Clinked can be a good alternative to Dubsado, especially when the portal itself is the product you care about.

Why teams choose Clinked
• Strong focus on secure client collaboration
• Permissions and access control are a core feature
• Good for managing multiple client workspaces

Best for
• Compliance sensitive teams
• Firms sharing confidential documents with clients
• Businesses that need structured client workspaces

Watch outs
• Less focused on proposals and billing compared with Dubsado or HoneyBook
• If you want a sales workflow first tool, you may prefer HoneyBook or Bonsai

Reviews: See verified user feedback on Capterra here: Clinked reviews on Capterra (4.9 stars, 110 reviews).

7. Bonsai (best for freelancers who want simplicity)

Bonsai is a strong Dubsado alternative when your main needs are contracts, invoicing, basic client management, and staying organized financially. It tends to be easier to learn than heavy workflow tools, and it is popular with freelancers who want the basics done well.

Why teams choose Bonsai
• Clean interface and quick setup
• Solid contract and invoice tools
• Helpful financial organization for freelancers
• Good fit if you want fewer moving parts

Best for
• Freelancers, consultants, and small service businesses
• People who want simple proposals and contracts without building complex automations
• Teams that do not need a deep portal workspace

Watch outs
• If you want a more branded, client facing portal hub for delivery, consider Foyer
• If you need advanced workflow automation across many steps, consider 17hats or Dubsado

Reviews: See verified user reviews on Capterra: Bonsai reviews on Capterra (4.6 Stars).

8. Plutio

Plutio aims to combine CRM, projects, time tracking, invoicing, and a client portal in one platform. It can be a practical Dubsado alternative if you want delivery tracking tied closely to billing, and you do not want multiple tools.

Why teams choose Plutio
• Projects plus billing in one place
• Time tracking support for service work
• Client portal option for visibility and collaboration
• Flexible enough for solo work and small teams

Best for
• Freelancers and small teams juggling multiple clients
• Businesses that bill by time or manage tasks closely
• Teams that want an all in one workspace without enterprise complexity

Watch outs
• Like most all in one tools, it takes some setup time
• If your top priority is a very polished client portal experience, Foyer may feel more portal first

Reviews: See verified user feedback on Capterra here: Plutio reviews on Capterra (4.6 stars, 162 reviews).

9. 17hats

17hats is a classic option in the Dubsado competitor list. It is built for service businesses that want to systematize everything: leads, scheduling, contracts, invoices, email templates, and repeatable workflows. If you like the idea of Dubsado automation but want a different approach, 17hats is worth a look.

Why teams choose 17hats
• Strong automation and workflow templates
• Good coverage across the client lifecycle
• Scheduling, invoices, and contracts in one platform
• Built for repeatable service delivery

Best for
• Service businesses that want to run on processes
• Teams that want lots of automation without stitching tools together
• Businesses with consistent packages and timelines

Watch outs
• Some people prefer a more modern interface and portal experience
• Branding and portal experience may not feel as polished as a portal first product

Reviews: See verified user reviews on Capterra: 17hats reviews on Capterra (4.4 Stars).

10. Bloom

Bloom is another creative focused option that covers client management, communication, and billing in a single platform. It can work as a Dubsado competitor if you want a simpler system that still supports creative service delivery.

Why teams choose Bloom
• Built for creative workflows and client management
• Simple invoicing and contracts for service businesses
• Designed to keep the client journey organized

Best for
• Creatives and small studios
• Service businesses that want a simpler setup than Dubsado
• Teams that want basic workflow automation without complexity

Watch outs
• Review count is small compared with bigger platforms
• If you need advanced portal permissions or deeper CRM, you may want another option

Reviews: See verified user feedback on Capterra here: Bloom reviews on Capterra (4.3 stars, 12 reviews).

11. Moxie (best for freelancer management basics)

Moxie is positioned as freelance management software. It covers client management, proposals, contracts, invoicing, and time tracking. It is worth considering if you want a Dubsado alternative that aims to be a single home for core freelance operations.

Why teams choose Moxie
• Freelancer focused set of features in one platform
• Covers proposals, contracts, invoices, time tracking
• Built for solo operators and small agencies

Best for
• Freelancers who want one tool for core admin
• Small agencies that want a simple operations hub
• Teams that prefer a structured setup

Watch outs
• Very small Capterra review count, so treat the rating as directional
• If your top priority is a premium client portal experience, portal first tools may be stronger

Reviews: See verified user feedback on Capterra here: Moxie reviews on Capterra (4.0 stars, 1 review).

How to pick the right Dubsado alternative

Here is a simple way to choose without getting stuck in feature lists.

1. Decide your center of gravity
   • If it is client portal experience and client adoption, start with Foyer
   • If it is proposal to contract to invoice to payment, start with HoneyBook
   • If it is a full suite with lots of modules, start with SuiteDash
   • If it is secure collaboration and permissions, start with Clinked
   • If it is productized services and a catalog, start with Zendo
2. Use reviews as a reality check
   Capterra ratings are not the full story, but they are useful for spotting patterns around support, ease of use, and setup time.
3. Do a short trial with real client data
   Set up one real client flow end to end. A Dubsado alternative might look great in a demo, but the real test is whether your clients find it obvious and easy.

Bottom line

There is no single best option for everyone. But if your goal is a modern portal that feels simple, branded, and client friendly, Foyer is a strong place to start.

But if your goal is a modern client portal that feels simple, branded, and client friendly, Foyer is a strong place to start, especially if you want to upgrade the overall client portal experience. If you want a quick shortlist of the best tools, see our roundup of the best client portal software. If you want to see how Foyer works for your exact workflow, contact sales and we will point you to the fastest setup.