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ANGELWOOD & Dubsado / COMPARISON

Angelwood vs Dubsado: Which Is Right for Your Firm?

Both platforms help firms manage clients, but they solve different problems. See which fits your needs.

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THE DECISIONDubsado excels at CRM, contracts and workflows. Angelwood focuses on reviewed client updates and approvals, with proposals, time tracking and invoices alongside.

QUICK ANSWER

Choose Angelwood over Dubsado when retention, delivery visibility, and client engagement are more important than CRM and contract workflows.

WHO THIS IS FOR

Best for operators evaluating whether Dubsado or Angelwood is the better fit for client communication, retention, and delivery visibility.

DIFFERENT STRENGTHS

Start with what matters to you.

01

Angelwood

  • Reviewed client updates drafted from your project tools
  • Client approvals and recorded decisions
  • Proposals, time tracking and invoices next to the portal
  • Syncs with Asana, ClickUp, Monday, Trello and Basecamp
02

Dubsado

  • More comprehensive CRM features
  • Contracts, forms and workflow automation
  • Longer track record in market
  • More integrations available

THE DETAILS, SIDE BY SIDE

Compare the capabilities.

Explore the details under each capability. Scroll the table on smaller screens.

Angelwood and Dubsado feature comparison
CapabilityAngelwoodDubsado
Client PortalIncludedIncluded
Automated Status Updates

Angelwood syncs with PM tools automatically

IncludedNot included
Contract ManagementAgreements with e-signatureIncluded
CRM FeaturesBasicComprehensive
Milestone ApprovalsIncludedIncluded
Payment ProcessingIncludedIncluded

PRICE & PLAN CONTEXT

Make room for the right fit.

ANGELWOOD / Starter

$99 / month

3 seats included · 10 client portals. Compare all plan limits and entitlements on the pricing page.

See current Angelwood plans

DUBSADO / GUIDE PRICING

$40/month

Starter plan with limited features

Free tier listed in this guide

CHOOSE AROUND YOUR WORK

Which fits your team?

01

Consider Angelwood when…

  • Professional services firms focused on client retention
  • Teams wanting automated progress updates
  • Firms experiencing client churn
  • Those who need PM tool integrations
02

Consider Dubsado when…

  • Firms needing comprehensive CRM
  • Those who prioritize contracts and proposals
  • Service businesses beyond marketing
  • Solo consultants and freelancers

GOOD QUESTIONS

Dubsado vs Angelwood FAQs

Can I use both Angelwood and Dubsado together?

Yes. Many firms use Dubsado for CRM and contracts, then Angelwood for ongoing client communication and retention. The tools complement each other.

Does Angelwood have contract features?

Yes. Send proposals or upload an existing agreement for clients to sign online, with countersigning by your team. Angelwood doesn't offer Dubsado-style automated workflows, so keep Dubsado if you rely on those.

Which has better reporting?

It depends on what you need. Dubsado has better sales pipeline reporting. Angelwood reports on portal activity, billable time and team utilisation.

THE NEXT USEFUL STEP

More Comparisons

Compare another option for your client workflow.

vs HoneyBook

HoneyBook is great for project-based creatives. Angelwood excels at engagement-based professional services relationships.

vs CoordinateHQ

CoordinateHQ focuses on project coordination. Angelwood adds reviewed client updates drafted from your project tools and a record of client approvals.

THE NEXT USEFUL STEP

Relevant Integrations

If Angelwood is the fit, these are the integrations that usually matter next.

HubSpot

Sync HubSpot CRM data with your client portal for seamless visibility

Asana

Sync Asana tasks and projects to client portals automatically

Stripe

Accept payments through client portals with milestone billing

YOUR NEXT STEP

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