Onvoy vs Dubsado

Dubsado is a full business management system with client onboarding somewhere inside it. Onvoy is client onboarding, full stop.

If you want one tool to run leads, scheduling, contracts, invoicing, and workflows — and you're prepared to invest serious setup time — Dubsado is the deeper system. If your problem is specifically that onboarding new clients is chaotic, Onvoy fixes that this week instead of this quarter.

As of mid-2026, Dubsado's Starter plan is around $35/month and Premier around $55/month, with add-on costs for extra brands and larger teams. Onvoy is free to start, with Starter at $29/month and Pro at $79/month. Always check current pricing on both sites.

Feature by feature

FeatureOnvoyDubsado
One link for the client, no account needed
Client completes everything via one branded link, no account needed
Client portal exists, but proposals, forms, and invoices arrive as separate pieces
Guided multi-step intake with progress
Multi-step flow with visible progress
Powerful forms, but not a single sequenced flow with progress
File collection
Drag-and-drop uploads inside the flow
Possible via forms; not a first-class step
E-signatures
Agreement + signature built into the flow
Contracts and proposals with signing
Deposit / payment collection
Deposit collected as a flow step
Invoicing with payment plans
Automatic stall reminders
Automatic nudges when a client stalls
Achievable through workflows you configure yourself
CRM / lead pipeline
By design — bring your own CRM
Lead capture and pipeline included
Invoicing & bookkeeping
Deposits in-flow; not a billing system
Full invoicing with reports
Setup time
First onboarding live in an afternoon
Expect 1–2 weeks; setup specialists are a common hire
Free tier
Free plan; Starter $29/mo, Pro $79/mo
Trial (capped clients), no permanent free plan

Where Dubsado wins

  • Workflow automation depth

    Dubsado's workflows can chain emails, forms, appointments, and to-dos off almost any trigger. If you want elaborate multi-branch automation across your whole client lifecycle, it's the more powerful engine.

  • CRM and lead capture

    Lead capture forms, a sales pipeline, appointment scheduling — Dubsado covers the pre-sale stage that Onvoy deliberately doesn't.

  • Maturity and ecosystem

    Years of refinement, a large community, and a cottage industry of certified setup specialists you can hire when you get stuck.

Where Onvoy wins

  • Time to live

    Dubsado's power comes with famously long setup — one to two weeks before the first workflow runs is normal, and hiring a setup specialist is common. An Onvoy onboarding is typically live the same afternoon.

  • The client's experience

    Dubsado clients interact with proposals, forms, and a portal as separate artifacts. Onvoy gives them one branded link with every step — questions, uploads, signature, deposit — in a single guided sequence with visible progress.

  • Built-in chase prevention

    Progress tracking shows you exactly which step each client is stuck on, and inactivity reminders nudge them automatically — the onboarding-specific plumbing you'd otherwise build yourself in Dubsado workflows.

Which should you choose?

Choose Dubsado if…

Choose Dubsado if you're consolidating your entire business — leads, scheduling, contracts, invoicing, workflows — into one system, you enjoy (or can hire out) deep configuration, and onboarding is just one workflow among many you want to automate.

Choose Onvoy if…

Choose Onvoy if the specific thing bleeding your time is getting new clients signed, paid, and submitting their information — and you want that fixed with an afternoon of setup, a client experience that's one link, and reminders that do the chasing for you.

Frequently asked questions

Is Onvoy a Dubsado alternative?
For client onboarding specifically, yes — and it's dramatically faster to set up. For full business management (CRM, scheduling, invoicing, bookkeeping reports), no: Onvoy deliberately doesn't do those jobs, and Dubsado does. Many teams run a lightweight CRM plus Onvoy instead of one heavy all-in-one.
Can I switch from Dubsado to Onvoy?
Switching the onboarding piece is quick: rebuild your intake form in Onvoy's builder (or start from an industry template), attach your agreement and deposit, and send the next client one link. Keep Dubsado for anything else it does for you — they're not mutually exclusive.
Which is cheaper?
Onvoy starts free with Starter at $29/month; Dubsado's Starter is around $35/month with no permanent free tier (as of mid-2026). But the bigger cost difference is usually setup time — Dubsado's learning curve is the most consistent complaint in its own community.