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Proposals · head to head

Dubsado vs Insightly

Dubsado logo

Dubsado

Proposals

Business management for creatives

From
Free
Rated
-
Full reviewWebsite
Insightly logo

Insightly

CRM

CRM & project management for any business

From
Free
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: Dubsado automated workflows, scheduling and public proposals all require the Premier plan at $525 a year; Insightly record counts are capped by plan, at 100,000 on Plus and 500,000 on Enterprise, so the database size decides the tier
  • They diverge on capability: Dubsado covers Scheduler, Insightly covers Contact management.
  • Prices and features above were last checked on 30 August 2026.

Where they differ

Only the attributes on which Dubsado and Insightly actually diverge.

Attributes where Dubsado and Insightly differ
AttributeDubsadoInsightly
PlatformsWebWeb, Ios, Android
CategoryProposalsCRM
Founded20162010

Identical on both: starting price (Free), pricing model (subscription), free tier (Yes), user rating (Not yet rated).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in Dubsado

  • Scheduler
  • CRM
  • Invoicing
  • Contracts
  • Automation workflows
  • Google Calendar
  • Outlook
  • QuickBooks

Only in Insightly

  • Contact management
  • Deal tracking
  • Project management
  • Task management
  • Email integration
  • Reporting
  • Mobile app
  • Mailchimp

Both cover

  • Zapier
  • Web support

What people use each for

The jobs each tool is most often brought in to do.

Dubsado

  • Client management and project workflows for freelancers and studiosnot Insightly
  • Sending proposals, contracts and invoices with automated follow upnot Insightly

Insightly

  • CRM with project delivery tracking after the salenot Dubsado
  • Managing leads, opportunities and customer projects in one record setnot Dubsado

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

Dubsado

  • Automated workflows, scheduling and public proposals all require the Premier plan at $525 a year
  • The Starter plan allows a single lead capture form
  • Zapier and bookkeeping integrations are excluded from Starter
  • Additional brands are $10 a month each
  • Only 3 users are included, with 4 to 10 costing $25 a month and 21 to 30 costing $60

Insightly

  • Record counts are capped by plan, at 100,000 on Plus and 500,000 on Enterprise, so the database size decides the tier
  • Workflow automation requires the Professional plan at $49 per user per month
  • AI Copilot is metered by query, at 75 on Plus and 100 on Professional
  • Mass email is capped daily, at 2,500 on Plus and 10,000 on Enterprise
  • CRM, Marketing and Service are sold as three separate products, and Marketing is priced per account by prospect count starting at $99 for 2,000
  • Sandboxes and audit logging are Enterprise only at $99 per user per month

Pricing, plan by plan

Dubsado

Free
  • Starter$335/year
    • Limited to 1 active lead capture form
    • Email integration
    • Unlimited projects & clients
  • Premier$525/year
    • Unlimited active lead capture forms
    • All Starter features
    • Bookkeeping integration

Insightly

Free
  • CRM Plus$29/user/month
    • lead and contact management
    • project management
    • advanced reports
  • CRM Professional$49/user/month
    • all Plus features
    • lead assignment/routing
    • workflow automation
  • CRM Enterprise$99/user/month
    • all Professional features
    • sandboxes
    • products/pricebooks/quotes

Which should you pick?

Choose Dubsado if

  • You need scheduler.
  • You want to start without paying.
  • You also want crm.
Dubsado review

Choose Insightly if

  • You need contact management.
  • You want to start without paying.
  • You work on Web, Ios, Android.
  • You also want deal tracking.
Insightly review

Questions people ask

Is Dubsado or Insightly better?
Neither clearly leads. Dubsado starts at Free and Insightly at Free, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Dubsado or Insightly?
Dubsado starts at Free and Insightly at Free.
Does Dubsado or Insightly run on more platforms?
Dubsado runs on Web. Insightly runs on Web, Ios, Android.
Can I use Dubsado for free?
Both have a free tier, so you can try either at no cost before committing.
What is Dubsado best used for?
Dubsado is most often used for client management and project workflows for freelancers and studios, sending proposals, contracts and invoices with automated follow up. Of those, client management and project workflows for freelancers and studios and sending proposals, contracts and invoices with automated follow up are not what Insightly is typically brought in for.
What can Dubsado do that Insightly cannot?
Dubsado covers Scheduler, CRM, Invoicing, Contracts. Insightly covers Contact management, Deal tracking, Project management, Task management. Both handle Zapier, Web support.

Answered from the vendors’ own pages

Dubsado: Does Dubsado offer a free trial?

Yes, Dubsado offers a 21-day free trial with full access to the Premier plan. Annual billing saves 2 months of costs compared to monthly billing.

Source
Insightly: How much does Insightly CRM cost?

Insightly CRM plans are priced per user per month when billed annually: Plus at $29, Professional at $49 (the most popular option), and Enterprise at $99. All plans include a 14-day free trial that requires no credit card.

Source
Dubsado: What is the cost of adding team users?

Dubsado includes 3 free team users. Additional team users cost $25/month for 4-10 users, $45/month for 11-20 users, $60/month for 21-30 users, and custom pricing for 30+ users.

Source
Insightly: Is there a free trial for Insightly?

Yes, Insightly offers a 14-day free trial across most products with no credit card required, allowing you to test CRM, Marketing Automation, Support & Ticketing, and AppConnect features.

Source
Dubsado: Can you add multiple brands to Dubsado?

Yes, additional brands cost $10/month per brand beyond the included brand.

Source
Insightly: What record storage limits apply to Insightly CRM plans?

Insightly CRM Plus includes 100,000 records, Professional includes 250,000 records, and Enterprise includes 500,000 records. File storage increases from 10 GB on Plus to 100 GB on Professional and 250 GB on Enterprise.

Source
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