Average Ratings 2 Ratings
Average Ratings 1 Rating
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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)
Description
Indy is an adaptive and all-in-one management software that allows freelancers to track everything, from payments to proposals. Indy makes time management and organization easy so users can focus on their work.
This platform includes a collection of contract, proposal, and form templates that make it easier to get clients. Users can assign tasks to specific projects or to categories using the task tracking system. The time tracker tool allows users to log and categorize time spent on tasks as they work. This makes it easy to balance multiple projects or create invoices. Indy can generate detailed invoices for clients when it's time to pay. In return, clients have peace of mind knowing Indy uses top payment methods such as PayPal and Zelle. Indy is a versatile and reliable tool that can be used with other tools such as Profiles, Drive and Client Contacts.
API Access
Has API
No
API Access
Has API
No
Integrations
Google Calendar
Yes
Zapier
Yes
8x8
Yes
Chat Agents
Yes
CloudSpot
Yes
Desktop.com
Yes
Documati
Yes
Gmail
Yes
GoTo
Yes
Google Meet
Yes
Integrations
Google Calendar
Yes
Zapier
Yes
8x8
No
Chat Agents
No
CloudSpot
No
Desktop.com
No
Documati
No
Gmail
No
GoTo
No
Google Meet
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
Pricing Details
$19/month
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
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
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Dubsado
Founded
2016
Country
United States
Website
www.dubsado.com
Vendor Details
Company Name
Indy
Founded
2016
Country
United States
Website
weareindy.com
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
Product Features
Billing and Invoicing
Billing Portal
No
Contact Database
Yes
Contingency Billing
No
Customer Portal
No
Customizable Invoices
Yes
Dunning Management
No
Hourly Billing
Yes
Invoice History
Yes
Mobile Payments
No
Multi-Currency
Yes
Online Invoicing
Yes
Online Payments
Yes
Payment Processing
No
Project Billing
Yes
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
Yes
Business Management
Billing & Invoicing
Yes
CRM
Yes
Employee Management
No
Financial Management
No
Inventory Management
No
Marketing Management
No
Order Management
No
Point of Sale (POS)
No
Project Management
No
Purchasing
No
Scheduling
Yes
Time & Expense Tracking
Yes
Training Management
No
Vendor Management
No
Contract Management
Buy Side (Suppliers)
No
Completion Tracking
Yes
Compliance Tracking
No
Contract Lifecycle Management
No
Electronic Signature
Yes
Full Text Search
Yes
Government Contracts
No
Pre-built Templates
Yes
Sell Side (Customers)
No
Specialty Contracts
Yes
Version Control
No
Workflow Management
Yes
Online Form Builders
Artificial Intelligence
No
Assign Roles / Permissions
Yes
Collaboration Tools
Yes
Conversational Forms
No
Data Tables
No
Drag & Drop / No Code
Yes
Export to PDF
No
HIPAA Compliant
No
Import Existing Forms
No
Mobile Forms
No
Offline Forms
No
Pre-made Templates
No
Quizzes / Questionnaires
No
Reporting / Data Visualization
No
Signup Forms
No
Surveys
No
Proposal Management
Automatic Formatting
No
Calendar Management
Yes
Collaboration
Yes
Contact Management
Yes
Content Repository
No
Document Management
Yes
Electronic Signature
Yes
Knowledge Library
No
Pipeline Management
No
RFP Management
No
Requirements Management
No
Revision Management
No
Task Management
No
Templates
Yes
Version Control
No
RFP
Bid Management
No
Collaboration
Yes
Content Management
No
Data Import / Export
No
Due Date Tracking
No
Knowledge Library
No
Progress Tracking
No
RFP Creation
No
RFP Responding
No
Requirements Management
No
Task Management
No
Templates
No
Vendor Management
No
Task Management
Collaboration
Yes
Create Subtasks
No
Gamification
No
Gantt Charts
No
Mobile Access
Yes
Percent-Complete Tracking
No
Progress Tracking
No
Recurring Tasks
No
Reporting/Analytics
No
Spreadsheet View
No
Task Board View
Yes
Task Planning
No
Task Scheduling
Yes
Task Tracking
Yes
Time Tracking
Yes
To-Do List View
Yes
Time Tracking
Automatic Time Capture
No
Billable & Non-Billable Hours
Yes
Billing & Invoicing
Yes
Employee Database
No
Expense Tracking
No
Mobile Time Tracking
Yes
Multiple Billing Rates
Yes
Offline Time Tracking
No
Online Time Tracking
Yes
Overtime Calculation
No
Time per Project Reporting
Yes
Timesheet Management
Yes
Vacation / Leave Tracking
No
