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Client management comparison

Agencly vs Dubsado

Dubsado is a powerful client management suite once configured: but automations and scheduling arrive only on Premier at $55/mo, the first 3 seats are included but extra users cost $25-60/mo by tier, and there are no real project boards. Agencly is flat-priced from $19/mo with delivery, portal, and your whole team included.

Agencly

$19

From $19/mo · proprietary license

Dubsado

$35-$55

Per plan/month (Starter, Premier) + user add-ons

FeatureAgenclyDubsado
PricingFrom $19/mo (flat, team included)$35 Starter / $55 Premier per month
Automated workflowsIncluded on every planPremier only
Team membersIncluded in flat price3 seats; extra users $25-60/mo by tier
Client PortalFull branded portal with loginClient access via share links, no portal login
Project boardsFull Kanban delivery boardsBasic task tracking, no Kanban or dependencies
SchedulingBuilt-inPremier only
InvoicingBuilt-inBuilt-in (with payment schedules)
Time TrackingBuilt-inPremier only (time tracker invoicing)
Contracts with e-signaturesBuilt-inBuilt-in
Multiple brandsOne workspace, clients separated$10/mo per additional brand
AI Agents (MCP)Built-in: scoped AI agent accessNot available
Setup Time<10 minutesHours of workflow setup, steep learning curve
Free trial14-day trial, no credit cardTrial capped at 3 clients
Ideal ForAgencies and teamsSolo service businesses running automations

Why switch from Dubsado to Agencly

Dubsado rewards the setup investment: but getting to automations, scheduling, and time tracking means Premier at $55/mo, teams beyond three seats cost extra, and project delivery is not its strength. Agencly includes the full stack from $19/mo.

Delivery, Not Just Client Management

Dubsado handles forms, contracts, and invoices well, but has no Kanban boards, task dependencies, or team boards. Agencly runs the delivery side: projects, milestones, budgets, and assignments.

Automations Without the Premier Tax

Dubsado gates workflows, scheduler, and public proposals behind Premier ($55/mo). Agencly includes automations, scheduling, and approvals on every plan from $19/mo.

A Real Client Portal

Dubsado clients receive share links per document. Agencly gives every client a branded portal with their projects, invoices, contracts, and messages in one login.

Team Included

Dubsado includes 3 seats; the fourth user starts a $25-60/mo add-on. Agencly's flat plans include your whole team, no per-user add-ons.

One Brand, One Price

Dubsado charges $10/mo per additional brand. Agencly runs multiple clients and brands from one workspace at one price.

Live in 10 Minutes, Not a Weekend

Dubsado's power requires hours of workflow building and template wiring. Agencly is productive in under 10 minutes: no workflow editor required before the first invoice.

Frequently asked questions

How does Agencly compare to Dubsado?

Dubsado starts at $35 per month with 3 seats included, and extra users cost $25 to $60 per month depending on tier. Agencly is $19 to $99 flat with no per-seat charge, and automation and scheduling are included on every plan rather than reserved for the top tier.

Is Agencly cheaper than Dubsado?

For teams of one to three people, often not: Dubsado's entry price is lower. Agencly becomes the cheaper option as soon as you are not seat-limited, and it includes automation and scheduling that Dubsado gates behind Premier.

Can I migrate from Dubsado to Agencly?

Clients, projects, and invoices transfer as part of onboarding. Dubsado automations and scheduling rules do not carry over, since Agencly includes its own.

Does Agencly replace Dubsado's client portal?

Yes. Clients get a branded portal with project progress, deliverables, invoices, contracts, and messages.

Who should stay on Dubsado?

Stay on Dubsado if you are a solo consultant or a very small studio, you rely on its automation, and the current price works for you. Agencly is built for teams that have outgrown per-seat pricing.

Is there a free trial?

Yes, 14 days with no credit card required.

Still deciding? Read the full comparison or the general FAQ.

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