Dubsado runs a solo service business's client lifecycle — forms, contracts, invoicing and deep workflow automation. SNR-PMO covers that client-facing flow and adds what Dubsado leaves out: real projects and portfolios, HR & payroll, a genuine ledger, white-label resale, and approve-first AI agents.
Dubsado is a favourite of solo creatives and coaches for a reason: its "Flows" chain forms, contracts, invoices and scheduling with genuinely deep conditional logic, and you can run multiple of your own brands from one login. What it is not is a back office — no portfolio PMO, no HR or payroll, only lightweight income/expense tracking rather than a real ledger, and no agency reseller layer. SNR-PMO handles the same client-facing workflow and then keeps going: real projects and portfolios, HR & payroll, a double-entry general ledger, a resellable branded portal, and approve-first AI agents with audit and rollback. Choose Dubsado for solo client-workflow automation; choose SNR-PMO to run and resell the whole operation.
SNR-PMO All-in-one + agents | Dubsado client management & workflow for service businesses | |
|---|---|---|
| Client forms, contracts & invoicing | ||
| Workflow automation (client lifecycle) Dubsado's "Flows" are a genuine strength | ||
| Branded client portal Dubsado brands its portal but keeps its own branding on contracts/scheduler | ||
| Projects & PMO (task to portfolio) Dubsado has task boards, but no portfolio roll-ups, dependencies or Gantt | Partial | |
| White-label & resell (multi-tenant) Dubsado "multiple brands" runs your own businesses, not client resale | — | |
| HR & payroll | — | |
| Real double-entry accounting Dubsado bookkeeping is light income/expense tracking, not a ledger | — | |
| Approve-first AI agents (back office) | — |
Free forever for up to 5 seats (includes a metered taste of AI agents), Pro at $12/user/mo, Enterprise at $999/mo flat, and a White-label plan at $2,499/mo for unlimited resold sub-accounts. No card required to start.
Dubsado publishes two tiers (roughly $35/mo Starter and $55/mo Premier), with extra users and extra brands billed separately. Pricing as of 2026; check dubsado.com/pricing for current plans.
Projects, CRM, HR & payroll and real accounting — with approve-first AI agents doing the busywork. Start free, no card required.
Comparison reflects each product’s primary positioning and publicly documented capabilities as of June 2026; capabilities and plans change. Dubsado is a trademark of its respective owner; this page is independent and implies no affiliation or endorsement.