Average Ratings 2 Ratings

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Average Ratings 0 Ratings

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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)

Description

Flori serves as a comprehensive cloud-based CRM and project management solution tailored for founders, freelancers, small agencies, and service teams. It consolidates client accounts, contacts, deals, projects, tasks, notes, and documents into one platform, which aids teams in managing the transition of information from sales to project execution. With the ability to structure workflows, monitor client projects, and communicate selected updates and approvals through client-facing pages, Flori enhances collaboration. Additionally, it integrates various AI assistants, such as Claude, ChatGPT, Codex, Cursor, and Grok, via a Model Context Protocol (MCP) server, allowing these assistants to interact with approved records and draft or finalize work for review by humans. Teams can select their preferred AI provider and are responsible for any associated subscription fees or model usage expenses. Importantly, Flori remains functional even without an AI connection, and users have access to a free plan that allows for the integration of AI assistants without necessitating the use of Flori AI credits. This flexibility makes Flori a versatile option for modern teams looking to streamline their project management and CRM needs.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Gmail Yes 
Google Calendar Yes 
Chat Agents Yes 
Claude No 
Codex CLI No 
Desktop.com Yes 
GitHub No 
GoTo Yes 
Grok No 
Mailjoy Yes 
Model Context Protocol (MCP) No 
Raklet Yes 
Shift Yes 
Smartlead.ai No 
Square Appointments Yes 
Square Payroll Yes 
Square for Retail Yes 
Whisk Manager Yes 
Wufoo Yes 
Xero Yes 

Integrations

Gmail Yes 
Google Calendar Yes 
Chat Agents No 
Claude Yes 
Codex CLI Yes 
Desktop.com No 
GitHub Yes 
GoTo No 
Grok Yes 
Mailjoy No 
Model Context Protocol (MCP) Yes 
Raklet No 
Shift No 
Smartlead.ai Yes 
Square Appointments No 
Square Payroll No 
Square for Retail No 
Whisk Manager No 
Wufoo No 
Xero No 

Pricing Details

$35 per month or $350 per year. Try us out for free with no time limit
Simple pricing for robust software. Get unlimited access to powerful tools that grow with your business. Start for free and upgrade when the time is right.
Free Trial Yes 
Free Version No 

Pricing Details

$12/user/month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Dubsado

Founded

2016

Country

United States

Website

www.dubsado.com

Vendor Details

Company Name

Flori

Website

useflori.com

Product Features

Business Management

Billing & Invoicing Yes 
CRM No 
Employee Management No 
Financial Management Yes 
Inventory Management No 
Marketing Management Yes 
Order Management No 
Point of Sale (POS) No 
Project Management Yes 
Purchasing No 
Scheduling Yes 
Time & Expense Tracking Yes 
Training Management No 
Vendor Management Yes 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing No 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

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