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Description
Freelancers and small teams face not a billing issue, but rather a juggling act involving multiple tools. They might utilize one application for proposals, another for tracking their hours, a spreadsheet for managing expenses, yet another tool for invoicing, and possibly QuickBooks after receiving a suggestion to do so. Consequently, important tasks can easily be overlooked; invoices may be dispatched late, hours could go unrecorded, and expenses might not be accounted for, resulting in unexpected losses. The mental strain of managing all these elements can be quite draining.
Clearmargin consolidates everything needed for smooth financial management into a single platform, including proposals, time tracking, expense logging, invoicing, and payment processing. Users can create professional proposals that outline the scope, timeline, and pricing with ease. Time can be monitored using a convenient quick-entry strip or a running timer. Expenses can be recorded and allocated to specific projects, and shared costs like software subscriptions can be automatically divided among various clients. When billing time arrives, invoices can be generated from project data with just one click, and payments, whether via credit card or ACH, can be accepted directly through invoices via Stripe Connect, all while enjoying standard processing rates. This holistic approach not only simplifies the administrative burden but also enhances overall efficiency, allowing freelancers and small teams to focus on their core work without the constant worry of financial details slipping away.
Description
Dubsado's suite of tools and features allows you to outsource repetitive work so you can use your time and energy to do the work you were hired for.
Dubsado, a business management tool, is designed to simplify the work of managing your business. To streamline your projects, build relationships, schedule appointments, create workflows, and establish relationships.
We can capture leads on your website and automatically follow up with a questionnaire based upon the client's input. Or send them a proposal that will get them excited about big-ticket packages.
Book a demo with us in a 1:1 setting! You can try us for free (with no time limit)
API Access
Has API
Yes
API Access
Has API
No
Integrations
Google Calendar
Yes
Zapier
Yes
CloudSpot
No
Desktop.com
No
Gmail
No
Google Meet
No
Mailjoy
No
Microsoft 365
Yes
Podia
No
QuickBooks Accountants
No
Integrations
Google Calendar
Yes
Zapier
Yes
CloudSpot
Yes
Desktop.com
Yes
Gmail
Yes
Google Meet
Yes
Mailjoy
Yes
Microsoft 365
No
Podia
Yes
QuickBooks Accountants
Yes
Pricing Details
$14.99/mo
$14.99/mo for solo plan.
$34.99/mo for teams (includes 5 seats)
$34.99/mo for teams (includes 5 seats)
Free Trial
Yes
Free Version
No
Pricing Details
$35 per month or $350 per year. Try us out for free with no time limit
Simple pricing for robust software. Get unlimited access to powerful tools that grow with your business. Start for free and upgrade when the time is right.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Clearmargin
Founded
2026
Country
United States
Website
www.clearmargin.app
Vendor Details
Company Name
Dubsado
Founded
2016
Country
United States
Website
www.dubsado.com
Product Features
Billing and Invoicing
Billing Portal
Yes
Contact Database
Yes
Contingency Billing
No
Customer Portal
Yes
Customizable Invoices
Yes
Dunning Management
Yes
Hourly Billing
Yes
Invoice History
Yes
Mobile Payments
Yes
Multi-Currency
Yes
Online Invoicing
Yes
Online Payments
Yes
Payment Processing
No
Project Billing
Yes
Recurring/Subscription Billing
Yes
Service Ticket Billing
No
Tax Calculator
Yes
Product Features
Business Management
Billing & Invoicing
Yes
CRM
No
Employee Management
No
Financial Management
Yes
Inventory Management
No
Marketing Management
Yes
Order Management
No
Point of Sale (POS)
No
Project Management
Yes
Purchasing
No
Scheduling
Yes
Time & Expense Tracking
Yes
Training Management
No
Vendor Management
Yes
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
No
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No
