Comparison
Manage Agency vs Dubsado
Dubsado is strong for freelancers and small studios — forms, proposals, contracts, and automation built around a lean operator. Manage Agency is built around a growing agency team that needs a client portal, command dashboard, proof reporting, billing, delivery, and automation layer in one workspace.
Where the tools split
Dubsado is best at
Solo service workflows
Forms, schedulers, proposals, contracts, invoices, and automations for freelancers and boutique studios.
Manage Agency is best at
Agency account operations
Client command, approvals, onboarding, receivables, reporting proof, team roles, time, files, and MCP/API actions.
Together
Front-office workflow + delivery cockpit
Use Dubsado where its intake/proposal automation is already loved. Use Manage Agency as the client-facing delivery and account command layer.
Pick Manage Agency if…
- — You run a team, not a solo practice.
- — You need per-client feature control, proof reporting, approvals, and account timelines.
- — You want command guidance across client risk, reviews, receivables, onboarding, and delivery.
- — You want MCP/API actions that operate on real client, project, invoice, event, and contract records.
Stay on Dubsado if…
- — You're a solo freelancer or duo studio.
- — You rely on Dubsado's automation and form workflows.
- — Proposal, scheduler, and questionnaire automation matters more than delivery command.
- — Your intake forms and questionnaires are central to your process.
Feature by feature
Branded client portal
Both have branded portals — core to both products.
Client login with their own identity
Per-client feature toggles
Show or hide modules per client. Unique to Manage Agency.
CRM pipeline for new business
Dubsado has a lead pipeline with forms and proposals.
Contracts send + sign + track
Dubsado has strong contract and proposal templates.
Invoicing with line items
Both support invoice records and line-item billing flows.
Stripe payment collection and paid-state reconciliation
Manage Agency supports Stripe payment links and webhook reconciliation; Dubsado has mature payment collection.
Deliverables with status + approvals
Dubsado has tasks and to-dos — no structured client approval flow.
Agency command dashboard with next-best-action guidance
Manage Agency ranks client risk, reviews, receivables, onboarding blockers, and pipeline work across accounts.
Report proof center and client-facing progress narrative
Native MCP/API verbs for agency operations
Manage Agency exposes domain actions for clients, projects, invoices, leads, events, contracts, messages, and deliverables.
Kanban project board
Dubsado has a board view inside workflows, not a project board.
Client-facing onboarding checklists
Dubsado form workflows can cover onboarding — not a first-class checklist.
Inline messaging scoped to a client
Dubsado has a client portal chat thread.
Time tracking with project tags
No native time tracking in Dubsado.
Team collaboration (multi-user)
Dubsado's team features are limited — designed primarily for solo/duo.
Role-based access for team members
Dubsado has team roles but limited granularity.
Structured audit trail
No audit log in Dubsado — changes aren't tracked system-wide.
Freelancer-style workflow builder
Dubsado's form/proposal automation is a standout. Manage Agency focuses on command guidance, API/MCP actions, and operational workflows.
Questionnaire and intake forms
Dubsado's form builder is deeply integrated with proposals and contracts.
Scheduler / booking
Dubsado has a built-in scheduler. Manage Agency uses calendar events.
Built for agency teams (not solo freelancers)
Dubsado started as a freelancer tool — agency team features came later.
Keep the freelancer automations if you love them. Add the agency command layer you are missing.
Dubsado is useful before and during the sale. Manage Agency gives your team the post-sale operating cockpit: client health, deliverables, invoices, contracts, reports, files, messages, time, and automation actions tied to the account record.