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Client-flow CRM

SyncHQ vs Dubsado

A sourced comparison of SyncHQ and Dubsado: workflow automation and contracts versus project delivery and team capacity, with real plan pricing.

Last reviewed August 9, 2026

The short answer

Dubsado automates the client admin process better than anything else here. SyncHQ runs the project. If your pain is repetitive admin, Dubsado; if it is delivery, SyncHQ.

  1. 01Dubsado ships contracts, invoicing, and client portals on both tiers, and workflow automation on Premier.
  2. 02It has no cycles, no capacity planning, and no delivery analytics - the work itself is largely outside its model.
  3. 03Pricing is annual-first: $335/yr Starter, $525/yr Premier, and automation is Premier-only.
What each one costs

SyncHQ

Free plan (3 projects, 5 members). Professional $29/mo. Enterprise $99/mo.

Dubsado

Starter $335/yr. Premier $525/yr. Monthly pricing is not listed on the pricing page.

The thing that changes the bill: Scheduling, automated workflows, and Zapier are Premier-only; Starter caps active lead-capture forms at 1.

Prices as published on August 9, 2026. Vendors change pricing without notice - check the source links below before you budget.

Capability by capability
Capability
SyncHQ
Dubsado
Winning the work
Conversational AI client intake
Yes
PartialLead capture forms and questionnaires; Starter allows 1 active form.
Auto-generated project brief
Yes
PartialForm responses are captured; no brief is generated.
Contracts / e-signature
On the roadmapE-signature contracts are not shipped. Scope lives in the brief and the SOW document.
YesLegally binding contracts on both tiers.
Meeting scheduling
NoNo built-in meeting scheduler.
PartialPremier tier only.
Doing the work
Tasks, boards, and views
Yes
PartialTask boards tied to the client workflow, not a delivery board.
Time-boxed cycles / sprints
Yes
No
Native time tracking
Yes
PartialTime tracking for billing purposes.
Capacity / resource planning
PartialTeam capacity and workload views ship; scenario-based forecasting does not.
No
Workflow automations
PartialRule-based automations exist inside modules; there is no general-purpose visual automation builder.
YesPremier tier; the deepest workflow automation in this comparison.
The client relationship
Built-in client portal
Yes
YesClient portals on both tiers.
White-label / own branding
Yes
Yes
Clients do not consume a paid seat
YesClient portal access does not consume a paid seat.
YesUnlimited projects and clients on both tiers.
Threaded discussion in-product
Yes
PartialEmail-centric client communication.
Getting paid
Invoicing from tracked time
Yes
YesInvoicing and payment plans on both tiers.
Retainer / milestone billing
Yes
PartialPayment plans and recurring invoices.
Delivery + revenue analytics
Yes
PartialFinancial reporting only.
Platform
Roles and per-project permissions
Yes
Not publishedNot detailed on the public pricing page, which is the only source cited for this entry.
Third-party app marketplace
NoNo third-party app marketplace. Integrations are built in-house.
PartialZapier on Premier.
Native mobile apps
On the roadmapThe web app is responsive; native iOS/Android apps are not shipped.
Yes
YesPartialPaid add-onOn the roadmapNoNot published
Choose SyncHQ when
  • Delivery is multi-week, multi-person work that needs structure, not a workflow that fires emails.
  • You need to know who has capacity next week.
  • Project profitability is a question you want answered without exporting anything.
Choose Dubsado when
  • Your client process is highly repeatable and the admin is the drag - Dubsado automates it exceptionally well.
  • You need contracts and e-signature today.
  • You are small enough that project management is not really the problem.
Questions people actually ask

Dubsado or SyncHQ for a small studio?

Ask which half of the job hurts. If it is sending the same six emails to every new client, Dubsado. If it is knowing whether the project is on track and profitable, SyncHQ.

How much is Dubsado really?

On the review date, $335/yr Starter and $525/yr Premier, with no monthly pricing listed. Automation and scheduling are Premier-only, which is the tier most agencies end up needing.

Sources

Every claim about Dubsado on this page comes from its own public pages, listed here so you can check them yourself.

See whether it fits before you commit

The free plan runs three projects with five people - enough to put a real client through intake, delivery, and an invoice before you decide anything.

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