Switching from Dubsado
Switching from Dubsado to TalleFlow
Keep the book, propose, pay, and portal path your clients already know. Start on the free Freelancer plan, then add email marketing and automations on Essentials when you are ready. Move at your pace.
Keep the client journey, start simple
Dubsado is known for deep Flows and power-user customization. TalleFlow is built for a quick start with a clear book, propose, pay, portal path. Prefer a full matrix first? See TalleFlow vs Dubsado.
What stays familiar
Forms, proposals, contracts, and e-sign in one place.
Invoices, payments, and a branded client portal.
Scheduler pages so clients can book time with you.
What TalleFlow adds
A lasting free Freelancer plan, not a countdown trial.
Email marketing on Essentials, up to 5,000 emails a month.
Communities, a creative marketplace, and the Snappic connection on paid plans.
How the move works
1
Join for free
Create your account on the free Freelancer plan. Get started with in-app tips plus optional live walkthroughs.
2
Bring your contacts in
Export your contacts and anything else your Dubsado account lets you download. Then import your contacts from a CSV or XLSX file and map the columns.
3
Rebuild forms, then automations
Rebuild your forms in TalleFlow, then set up automations on Essentials. Recreate your active projects as you go. Want a hand? Book a demo and we’ll walk through import, portal branding, and your first automation.
4
Brand the portal, connect Stripe
Add your logo, colors, and fonts to the client portal and connect Stripe so clients can pay by card or bank transfer. Add email marketing on Essentials when you are ready.
You can keep Dubsado running while you move. Finish current bookings where they are and send new inquiries to TalleFlow. Questions first? Talk to us from Contact, or read how contact import works on our CRM migration page.
What comes with you vs what you set up fresh
Think of the move as two piles. One comes across from Dubsado. The other is a fresh setup, which is a good moment to tidy your forms and refresh your brand.
Comes with you
Your contacts, imported from a CSV or XLSX file with column mapping
Your Dubsado export, kept on file for project history
Set up fresh
Projects, invoices, packages, and contract templates
Forms, scheduler pages, and automations on Essentials
Branding for your client portal
What your clients experience
Clients still book, review proposals, sign, pay, and open a client portal. With TalleFlow, your logo, colors, and fonts carry into that portal.
A branded client portal
Clients open a branded client portal to review files, e-sign, and pay. They sign in with a magic link, so there is no new password to remember.
Questionnaires in the portal
Clients finish questionnaires, sign contracts, and pay invoices inside the portal.
Your brand up front
Proposals, invoices, and emails go out under your business name, and your logo, colors, and fonts carry into the portal.
Three reasons event pros switch
A quick start
In-app tips, optional live walkthroughs, and a clear book, propose, pay, portal path.
A free plan, not a trial
Freelancer is free and includes a $10 one-time invoice send pass (Stripe fees still apply). Dubsado offers a 21-day free trial, not a free plan (checked October 2026).
For event pros and photo booth businesses
Snappic for photo booth businesses on paid plans, plus communities and a marketplace in the same CRM.
Feature snapshot
Email marketing on Essentials
Essentials includes email marketing: campaigns and newsletters to your CRM contacts, up to 5,000 emails a month, sent from your verified domain.
Snappic for photo booth businesses
Snappic runs the booth experience. TalleFlow runs the business side. Snappic connects on paid plans.
Staff Teams
On Essentials, Staff Teams let you create named teams for projects and automations, so roster changes resolve when work runs.
Free Freelancer plan
Start free on Freelancer, then move to Essentials when you want email marketing and automations. For Lifetime, contact us.
Pricing while you switch
Start on Freelancer for free and upgrade when you are ready. For Dubsado’s public plans, see the dated price check on our TalleFlow vs Dubsado comparison.
Freelancer
Free
Includes a $10 one-time invoice send pass. Stripe fees still apply.
Essentials Early Adopter
or $399 $249/yr while your subscription stays continuously active. Email marketing, automations, and more are included. Stripe fees still apply.
Explore TalleFlow
Start free and move at your pace
Join free on Freelancer and bring your contacts over from Dubsado when it suits you. Want a hand? Book a demo and we’ll walk through import, portal branding, and your first automation.
Related
Questions, answered
What transfers from Dubsado to TalleFlow?
Your contacts, imported from a CSV or XLSX file. Projects and invoices from another CRM are not imported automatically, so you recreate active work in TalleFlow. Forms, packages, contract templates, and automations get set up fresh. Keep your Dubsado export on file for history.
What is setup like in TalleFlow?
TalleFlow is built for a quick start, with in-app tips, optional live walkthroughs, and a clear book, propose, pay, portal path. Start with one form and one package, then add more as you go.
Is MCP available, and can it move my Dubsado account?
On paid TalleFlow plans you can connect Claude, ChatGPT, or Cursor to your CRM data with TalleFlow MCP. Freelancer cannot connect. It does not move a Dubsado account for you. For contacts, use CSV export and import, or book a demo and we’ll walk through the import. See the MCP integration page for details.
Can my team work in TalleFlow?
Yes, on Essentials. Staff Teams let you create named teams for projects and automations, so roster changes resolve when work runs. Freelancer is built for solo work.
Is Freelancer really free compared with a Dubsado trial?
Yes. Freelancer is free and includes a $10 one-time invoice send pass (Stripe fees still apply). Dubsado offers a 21-day free trial, not a free plan (checked October 2026). You can keep Dubsado running while you move.
Where does Snappic fit?
Snappic runs the booth experience. TalleFlow runs the business side. Snappic connects on paid plans, so booth leads and event data sync into TalleFlow for proposals, follow-up, and portal work. See the Snappic integration for details.