Delivvo vs Dubsado in 2026: Workflow Automation Compared
Dubsado built its name on canned forms, automated workflows, and templates — and the November 2025 free-trial change quietly tightened the on-ramp. Here's the honest 2026 comparison.
The Delivvo team· May 6, 2026 7 min read
Dubsado quietly changed its free trial in November 2025. The version that made Dubsado famous — unlimited time, capped at three clients — is now legacy. New accounts get a 21-day Premier-features trial with unlimited clients (Dubsado free-trial FAQ). Existing legacy accounts can convert to a 45-day clock with the three-client cap removed.
That trial change was the visible shift. The pricing — $20/month Starter and $40/month Premier (Dubsado pricing) — has held since 2023. Dubsado's reputation as the workflow-heavy alternative to HoneyBook held too. What's worth re-asking in May 2026 is the question every Dubsado considerer eventually asks: do I actually need the canned workflows?
The realistic comparison is Dubsado Starter at $20/month or Premier at $40/month vs Delivvo at $15. Premier is where Dubsado's value compounds — without the workflows, the Starter tier is mostly forms and invoices.
Where Dubsado earns its price
Three things Dubsado does that we don't try to:
Canned workflows that actually run. Dubsado's workflow engine is the deepest in the category. You can build a graph that says "client books a discovery call → send branded questionnaire → wait 3 days → if no response send reminder → on response auto-create proposal → on signature send deposit invoice → on payment trigger kickoff email." That graph runs without you. For repeatable services with 5–15 clients/month, that's hours of admin per week back.
Custom-built lead-capture forms. Dubsado's form builder is meaningfully more powerful than HoneyBook's, with conditional logic, calculated fields, and brand-level customization. Wedding photographers, copywriters with intake-heavy onboarding, and consultants who route leads through different funnels by service type all benefit.
Multi-brand support. If you run two service lines under different brands (a "PhotographyByYou" and a "BrandStudioByYou"), Dubsado handles them in one account at $10/extra brand. Most CRMs make you pay for two seats.
If you're running 30+ clients/year through a templated, repeatable engagement, Dubsado's automations are why you stay despite the steeper learning curve everyone warns about.
The Dubsado learning-curve reputation is real
Browse the Dubsado subreddit or Capterra reviews and the same theme appears: "powerful but takes weeks to set up." It's not a meme — it's the structural cost of a tool that gives you a workflow graph you have to design. The first three weeks of a Dubsado implementation are template-building. Many users hire a Dubsado-certified onboarding specialist (a small but real ecosystem at $500–$2,000 per implementation) to compress that timeline.
Two practical implications:
The 21-day trial isn't a long evaluation window if you're trying to decide whether the automations work for your business
The cost of leaving Dubsado later is real — your workflows live in Dubsado-specific syntax that doesn't migrate cleanly
These aren't reasons not to use Dubsado. They're the trade-off you accept for the depth.
A freelancer types a proposal on a laptop next to a coffee — the canned-form, canned-email, canned-proposal moment Dubsado built its identity on
Where Delivvo focuses differently
Delivvo isn't a workflow engine. It's a delivery surface. The deliberate trade-offs:
One tier, no workflow graph. Delivvo doesn't ship a canned-workflow builder. We ship a place for files, approvals, contracts, and invoices to live, with notifications when things move. Most freelancers we talk to don't actually run 30 templated engagements/month — they run 4–8 bespoke ones, where the workflow graph is overhead, not leverage.
Brand on day one. Dubsado's client portal lives at clients.dubsado.com/your-brand on Starter. Delivvo's branded subdomain (portal.yourbrand.com) ships at $15. For consultants and senior freelancers selling to enterprise buyers, the URL difference is a real thing.
Stripe pass-through, not platform-managed payments. Connect your own Stripe account, keep the customer relationship, and pay only Stripe's published rate. Dubsado's payments work similarly — both tools broker rather than markup — but Delivvo's UI keeps fewer touchpoints between you and Stripe.
Set up in 30 minutes, not 3 weeks. Most Delivvo accounts go from signup to first client invitation inside an hour. There's no graph to build, no canned-email library to populate first. That's a positive for the freelancer who wants delivery infrastructure today; it's a negative for the freelancer who wants automations.
Where each tool fits
The honest decision tree:
Pick Dubsado if:
You run 15+ similarly-shaped engagements per month and the workflow automation pays for itself in admin time
Custom forms and conditional intake logic drive your business
You're willing to invest 2–4 weeks in setup or hire an onboarder
You operate two or more brands under one roof
Pick Delivvo if:
You run 3–10 bespoke client engagements at a time where each one needs a clean delivery space
Brand on the portal URL matters from day one
You'd rather have your CRM/automation logic live in a separate tool (Notion, Airtable, HubSpot) and your delivery surface stay simple
You want to be invoicing your first client this afternoon, not in three weeks
For Starter-fit freelancers (forms + invoices, no automations) — yes, easily. For Premier-fit freelancers — borderline. Building out workflows takes longer than 21 days for most users. If you're seriously evaluating Premier, plan to commit to a paid month at $40 and treat it as part of the evaluation cost.
What about HoneyBook vs Dubsado?
Both tools target creative-business CRM. HoneyBook is more polished, has a bigger template marketplace, and runs $29–$109/month annual (HoneyBook pricing). Dubsado runs $20–$40 and goes deeper on workflow automation. Dubsado for power users who want deep automations; HoneyBook for users who want a polished suite out of the box.
Can I migrate from Dubsado to Delivvo?
Yes — clients, projects, and invoices migrate via CSV. The piece that doesn't migrate is the Dubsado workflow graph and canned-email library, which is the whole point of Dubsado. If you're heavily invested in those, the migration cost is real. If you're using Dubsado mostly as a portal + invoice tool, the migration is straightforward.
Does Dubsado have a built-in scheduler?
Premier includes a scheduler that competes with Calendly's basic tier. Starter does not. If you need scheduling and Dubsado's other features, the gap from Starter to Premier is more significant than the price delta suggests.
Why is Dubsado considered a "creative" tool when it sells to consultants too?
Dubsado was built by photographers in 2017 and the design language reflects that origin — the templates and marketing skew creative-services. The product itself works fine for consultants, copywriters, devs, and other freelance services; the perception lag is more cultural than functional.
The takeaway
Dubsado in 2026 is still the deepest workflow-automation tool in the freelance CRM category, and the post-November-2025 trial change doesn't change that. It earns its $40/month if you're running templated, high-volume engagements where the workflow graph saves real admin time.
For the freelancer running fewer, larger, more bespoke engagements — where every project's "workflow" is its own thing — the workflow graph is overhead pretending to be leverage. Delivvo at $15/month does the delivery-surface job at half Dubsado Starter and a quarter of Dubsado Premier.
Pick by what your week looks like, not by which tool has more checkboxes on its feature matrix.
Delivvo is the branded client portal for freelancers who'd rather ship work today than build workflow graphs first. $15/month, 7-day free trial, files + approvals + contracts + Stripe-native invoices in one place. From the team that built it.
