ColibriOS

Dubsado alternatives: the client admin, plus the workshop, the course and the books it leaves out.

Booking, intake, agreements and invoices for your 1:1 work, and then everything a client-management tool stops at: workshops and retreats, courses, memberships, a website on your own domain, newsletters to your list, and bookkeeping built in rather than bolted on. One flat price.

If any of this sounds familiar

  • Forms, contracts and invoices are handled, but the workshop, the course and the membership still live in other tools.
  • Bookkeeping is an integration on the higher plan, so the books still happen somewhere else.
  • Your lead forms embed on a website you pay for and maintain separately.
  • The scheduler and the automations are on the higher plan, so the entry price is not the price you end up paying.

ColibriOS and Dubsado, side by side

Dubsado is client management for service businesses: lead capture, forms, contracts, invoices, a client portal and automated workflows around each project.

FeatureColibriOSDubsado
1:1 booking and scheduling
Yes. Booking with intake forms, waivers and payments
Partly. The scheduler is on Premier only; Starter has calendar connection without scheduling
Source, checked August 2026
Group sessions, workshops and events
Yes. Group sessions, workshops, retreats and events with ticketing and check-in
No. Group events, classes or tickets are not listed; the product is built around 1:1 projects
Source, checked August 2026
Capacity and waitlists
Yes. Capacity, automatic waitlists and door check-in
Not stated. Not listed on their pricing page or homepage
Source, checked August 2026
Memberships and class packs
Yes. Recurring memberships, class packs and member pricing
No. Memberships or recurring member access are not listed
Source, checked August 2026
Online courses
Yes. Courses with enrollment, student payments and portals
No. Courses or digital product delivery are not listed
Source, checked August 2026
Website on your own domain
Yes. Editable website on your own custom domain
No. Lead capture forms embed on a site you host elsewhere; a website builder is not listed
Source, checked August 2026
CRM and email marketing
Yes. Full CRM, email campaigns, funnels and texting
Partly. Lead capture, client portal, email integration and automated workflows on Premier; newsletters or campaigns to a list are not listed
Source, checked August 2026
Bookkeeping, organized by Schedule C category
Yes. Income tracked as it happens, expenses sorted into Schedule C categories, year-end report
Partly. Invoicing, payment plans and reporting; bookkeeping is an integration on Premier, not built in
Source, checked August 2026
Bank connection, transactions imported
Yes. Live bank feed through Plaid, or import statements
No. QuickBooks Online and Xero sync invoices and payments; no bank feed or bank import is listed
Source, checked August 2026
Receipt capture, read into an expense
Yes. Snap or upload a receipt and Colibri reads the vendor, date and total
Partly. Expenses are typed in by hand; there are no integrations to record them automatically and receipt reading is not stated
Source, checked August 2026
Profit per event, class or offer
Yes. Profit by gathering and by offer: paid invoices in, expenses, staff fees and mileage out
Yes. Expenses can be tied to a project, and the project's Expenses tab shows a net profit for that project
Source, checked August 2026
Personal finances alongside the business
Yes. A personal set of books only the owner can open: budgets, net worth, subscriptions and goals
Not stated. Pages cover business invoicing, transactions and a bookkeeping integration; personal budgets or net worth are not listed
Source, checked August 2026
Published pricing
Yes. Free plan, then ColibriOS Pro at $129 a month, on the pricing page
Yes. Starter and Premier are priced on the page
Source, checked August 2026
Contract required
No. Month to month
No. Annual plans are published; no multi-year commitment is stated
Source, checked August 2026
Cancel yourself, online
Yes. Settings, then Billing
Not stated. Cancellation is not described on the pricing page
Source, checked August 2026

Dubsado details checked August 2026 on Dubsado's own pages. Their plans change; if you see something out of date, tell us at hello@colibrios.com. Everything in the ColibriOS column is part of ColibriOS Pro.

Colibri helps you organize your income and expenses. It is not a tax preparer, accountant, or a substitute for professional tax advice.

ColibriOS pricing

  • ColibriOS Pro$129 a month, or $1,290 a year (two months free)

Published on the pricing page. Free until Cyber Monday, November 30, no card. Month to month, cancel yourself in Settings.

Every tool it replaces, priced with sources

Dubsado pricing

  • Starter$335 a year
    Unlimited projects and clients, 1 lead capture form, no scheduler, no automated workflows
  • Premier$525 a year
    Adds the scheduler, automated workflows, unlimited lead capture forms, public proposals, bookkeeping integration and Zapier

Two published annual plans, $335 and $525 a year, with unlimited projects and clients on both; extra brands at $10 a month each and extra users from $25 a month; a 21-day free trial of Premier with no card; no transaction fee mentioned.

Source: Dubsado's pricing page, checked August 2026

When Dubsado is the better choice

A comparison that says we win every row is not one you should trust. Here is where Dubsado genuinely does more.

Much cheaper for client admin alone

Premier works out under $44 a month, Starter under $28, with unlimited clients. If forms, contracts, invoices and a scheduler are all you need, Dubsado costs a fraction of ColibriOS Pro.

Source, checked August 2026

Proposals, contracts and invoices in one signed flow

Legally binding contracts, public proposals on Premier, and an invoice that goes out the moment a client signs. ColibriOS attaches signed waivers and agreements to a booking; it does not do proposal-style contracts.

Source, checked August 2026

Project workflows

Automated workflows move each client through the phases of a project with check-ins along the way. ColibriOS automates reminders, sequences and follow-ups, but not a per-project phase workflow.

Source, checked August 2026

The 1:1 side, done properly

Clients book from your real availability, read from Google or Outlook, with intake forms and waivers answered before the first session. Packages track sessions used and can be paid over time. Invoices go out with a pay page that takes cards, Zelle, Venmo or cash, and the consent and waiver text they agreed to sits on the client's record.

What a coaching or practitioner business sells beyond 1:1

Workshops, trainings and retreats take registrations with capacity, waitlists, deposits and door check-in. Courses sell with student portals, quizzes and certificates. Memberships and class packs renew themselves. The same person who booked the discovery call can buy all of it, and stays one record.

The website and the list

Your website runs on your own domain with sign-up forms, a lead magnet and a blog wired into the contact list. Newsletters and sequences go out from your own sending domain with opens and clicks reported. A tag can start a sequence, so a lead form can lead to an offer without you touching it.

The books, built in

Every invoice, session and ticket is income the day it lands. Connect your bank and expenses are categorized under Schedule C categories. Profit by offer and a year-end report by Schedule C category are pages you open. Dubsado lists bookkeeping as an integration on its higher plan; ColibriOS includes it in ColibriOS Pro.

Our promisePublished pricing· No demo gate· Month-to-month· Export your data anytime

Colibri helps you organize your income and expenses. It is not a tax preparer, accountant, or a substitute for professional tax advice.

Questions, answered

Does ColibriOS do contracts?

It does consent and waiver text agreed at booking or registration, stored on the client's record. It does not do proposal-style contracts with line items and countersigning; if proposals are the heart of your sales process, that is a real point for Dubsado.

Which plan do I need?

ColibriOS Pro, at $129 a month, covers booking, intake, agreements, invoices and payment plans, your website, the CRM, email and text campaigns, courses and the books, plus workshops and retreats with capacity and waitlists, and recurring memberships.

Is ColibriOS cheaper than Dubsado?

Not on its own. Dubsado's plans work out under $28 and under $44 a month. ColibriOS costs more because it also replaces the course platform, the newsletter tool, the website builder and the bookkeeping software. Priced from their own sites in September 2026, Dubsado Premier plus Teachable Builder ($89 a month) plus Kit Creator ($33 a month) plus QuickBooks Simple Start ($38 a month) plus Squarespace Core ($29 a month billed yearly) is about $233 a month with the website; ColibriOS Pro is $129 with the website and the books included. If you pay for none of those, Dubsado is the cheaper choice.

Can clients book from my real calendar?

Yes. Booking pages read your Google or Outlook availability and offer only the times you are free, with buffers and intake forms. Dubsado lists its scheduler on the Premier plan.

Does it have a client portal?

Yes. Clients see their bookings, invoices, files and course progress in a portal that opens from any browser with an email link, no password. Attendees of a workshop or retreat get their own portal with the schedule and the address.

Can I send a newsletter to my clients and leads?

Yes. Contacts carry consent, tags and notes; newsletters and campaigns go out from your own sending domain, and automated sequences run from a tag. Dubsado's email is per-project communication and workflow emails, not campaigns to a list.

Does it replace QuickBooks?

For income and expense tracking, yes: sales land as income, bank transactions are sorted into Schedule C categories, mileage is logged, and the year-end report goes to whoever prepares your taxes. If you need a general ledger, a balance sheet, bills or payroll, keep QuickBooks. Colibri helps you organize your income and expenses. It is not a tax preparer, accountant, or a substitute for professional tax advice.

How do I move over from Dubsado?

Export your clients as a CSV and import them with tags and consent. Rebuild your intake forms and agreements in the form builder, connect your Stripe, and point your domain when the site is ready. Nothing has to move in one day.

See it for yourself

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