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Description
Freelancers and small teams face not a billing issue, but rather a juggling act involving multiple tools. They might utilize one application for proposals, another for tracking their hours, a spreadsheet for managing expenses, yet another tool for invoicing, and possibly QuickBooks after receiving a suggestion to do so. Consequently, important tasks can easily be overlooked; invoices may be dispatched late, hours could go unrecorded, and expenses might not be accounted for, resulting in unexpected losses. The mental strain of managing all these elements can be quite draining.
Clearmargin consolidates everything needed for smooth financial management into a single platform, including proposals, time tracking, expense logging, invoicing, and payment processing. Users can create professional proposals that outline the scope, timeline, and pricing with ease. Time can be monitored using a convenient quick-entry strip or a running timer. Expenses can be recorded and allocated to specific projects, and shared costs like software subscriptions can be automatically divided among various clients. When billing time arrives, invoices can be generated from project data with just one click, and payments, whether via credit card or ACH, can be accepted directly through invoices via Stripe Connect, all while enjoying standard processing rates. This holistic approach not only simplifies the administrative burden but also enhances overall efficiency, allowing freelancers and small teams to focus on their core work without the constant worry of financial details slipping away.
Description
Dubsado's suite of tools and features allows you to outsource repetitive work so you can use your time and energy to do the work you were hired for.
Dubsado, a business management tool, is designed to simplify the work of managing your business. To streamline your projects, build relationships, schedule appointments, create workflows, and establish relationships.
We can capture leads on your website and automatically follow up with a questionnaire based upon the client's input. Or send them a proposal that will get them excited about big-ticket packages.
Book a demo with us in a 1:1 setting! You can try us for free (with no time limit)
API Access
Has API
API Access
Has API
Integrations
Google Calendar
Zapier
8x8
CloudSpot
CounselMore
Desktop.com
Discord
GoTo
Mailjoy
Microsoft 365
Integrations
Google Calendar
Zapier
8x8
CloudSpot
CounselMore
Desktop.com
Discord
GoTo
Mailjoy
Microsoft 365
Pricing Details
$14.99/mo
Free Trial
Free Version
Pricing Details
$35 per month or $350 per year. Try us out for free with no time limit
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Clearmargin
Founded
2026
Country
United States
Website
www.clearmargin.app
Vendor Details
Company Name
Dubsado
Founded
2016
Country
United States
Website
www.dubsado.com
Product Features
Billing and Invoicing
Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator
Product Features
Business Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
