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Proposals · head to head

Dubsado vs SmartKarrot

Dubsado logo

Dubsado

Proposals

Business management for creatives

From
Free
Rated
-
Full reviewWebsite
SmartKarrot logo

SmartKarrot

Customer Success

Intelligent Customer Success Platform

From
$15000/year
Rated
-
Full reviewWebsite

The short version

  • Only Dubsado has a free tier, so it costs nothing to try first.
  • Each has a real cost: Dubsado automated workflows, scheduling and public proposals all require the Premier plan at $525 a year; SmartKarrot the entry Basic plan starts at $15,000 per year and includes only 5 users
  • They diverge on capability: Dubsado covers Scheduler, SmartKarrot covers Customer 360.
  • Prices and features above were last checked on 30 August 2026.

Where they differ

Only the attributes on which Dubsado and SmartKarrot actually diverge.

Attributes where Dubsado and SmartKarrot differ
AttributeDubsadoSmartKarrot
Starting priceFree$15000/year
Free tierYesNo
CategoryProposalsCustomer Success
Founded20162018

Identical on both: pricing model (subscription), platforms (Web), 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 SmartKarrot

  • Customer 360
  • Health monitoring
  • Playbook automation
  • Success planning
  • Touchpoints tracking
  • Salesforce
  • HubSpot
  • Slack

Both cover

  • 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 SmartKarrot
  • Sending proposals, contracts and invoices with automated follow upnot SmartKarrot

SmartKarrot

  • Tracking customer onboarding phases and account health for a SaaS businessnot Dubsado
  • Segmenting accounts and users to target customer success playsnot Dubsado
  • Reporting on customer success outcomes with embedded BI dashboardsnot 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

SmartKarrot

  • The entry Basic plan starts at $15,000 per year and includes only 5 users
  • All plans are billed annually with no monthly option
  • Basic includes only 2 third party integrations, Growth 3 and Pro 4
  • Usage tracking is limited to 1 SaaS product on Growth and 3 on Pro
  • Growth, Pro and Enterprise plans are all Contact Sales with no published price
  • Basic support is email-based only, with a dedicated CSM starting at Growth
  • SmartKonversation call intelligence is a paid add-on rather than an included feature on Basic, Growth or Pro
  • SmartOps advanced AI trends is an add-on available only on the Enterprise plan
  • Additional Lite users are billed at $10 per user per month on top of the plan fee

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

SmartKarrot

$15000/year
  • Basic$15000/year
    • 5 included users
    • CRM functionality
    • Email and calendar integration
  • Growth$null/year
    • 10 included users
    • All Basic features
    • 1 SaaS product tracking
  • Pro$null/year
    • 25 included users
    • All Growth features
    • 3 SaaS products
  • Enterprise$null/year
    • Custom user count
    • Unlimited customization
    • 3+ SaaS products

Which should you pick?

Choose Dubsado if

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

Choose SmartKarrot if

  • You need customer 360.
  • You also want health monitoring.
SmartKarrot review

Questions people ask

Is Dubsado or SmartKarrot better?
Neither clearly leads. Dubsado starts at Free and SmartKarrot at $15000/year, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Dubsado or SmartKarrot?
Dubsado has a free tier; the other does not. Paid plans start at Free for Dubsado and $15000/year for SmartKarrot.
Does Dubsado or SmartKarrot run on more platforms?
Both run on Web, so platform support will not decide this one for you.
Can I use Dubsado for free?
Yes. Dubsado has a free tier, so you can try it without paying. SmartKarrot starts at $15000/year.
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 SmartKarrot is typically brought in for.
What can Dubsado do that SmartKarrot cannot?
Dubsado covers Scheduler, CRM, Invoicing, Contracts. SmartKarrot covers Customer 360, Health monitoring, Playbook automation, Success planning. Both handle 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
SmartKarrot: How much does SmartKarrot cost?

SmartKarrot's Basic plan costs $15,000 per year for 5 included users with CRM, email and calendar integration, and 2 third-party integrations. Growth and Pro plans require contacting sales for pricing. Enterprise plans are customized based on organizational requirements.

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
SmartKarrot: What support is included in SmartKarrot plans?

The Basic plan includes email-based support only. Growth and Pro plans include a dedicated customer success manager. Enterprise plans offer premium support tier with customized support levels.

Source
Dubsado: Can you add multiple brands to Dubsado?

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

Source
SmartKarrot: What are SmartKarrot's add-on services?

SmartKarrot offers optional enhancements including SmartKonversation (call intelligence), SmartOps (AI-powered trend analysis), and embedded business intelligence for reporting. These add-ons are available across plan tiers.

Source
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