No real project workspace
Dubsado is built around forms, contracts, and a pipeline — strong for booking the work, thinner once a project has tasks, assignees, and a team moving through them together.
Dubsado alternative
A Dubsado alternative built for a whole agency, not one operator.
Dubsado is a solid CRM and invoicing tool for a solo practice. Binx Portal is built for the point past that — a team running several client projects at once, with a client portal that shows real progress, not just a form.
Free plan available · no card required.
Where it gets tight
Great for booking the work. Thinner once you're running it.
Built for one operator
It shows in the workflows and permissions: great for a solo consultant, more work to stretch across a growing team with different roles per client.
Client view is a form, not a workspace
Clients get portals for forms, invoices, and files — not a live view of where their project actually stands, or a shared canvas to collaborate on.
What you get instead
One workspace for the client and the team.
The client side
- A branded portal showing live project progress, not just paperwork
- Invoices they can pay directly from the portal
- Threaded messages tied to the project, not a shared inbox
The team side
- Task boards with assignees and due dates per project
- A shared canvas the team and client arrange together
- AI lead prospecting, proposals and invoicing on one client record
Questions
Before you switch.
Can I move my clients and invoices over from Dubsado?
You can add clients directly and start invoicing in Binx right away. There's no automated Dubsado importer today — for most agencies switching, re-entering active clients is a short one-time task.
Does Binx do contracts and forms like Dubsado?
Partly. Binx has proposals with online e-signature, so a client can review your scope and pricing and sign from a link. It doesn't have Dubsado-style intake forms or contract templates yet, so some agencies keep a separate tool for those.
Is there a free plan to try it?
Yes — the Free plan has no card required and no time limit, capped on clients, projects, and leads so you can run a real client through it before deciding.