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Dubsado

CRM
Velocity7.5

Dubsado turns toward AI, adding a call Notetaker and generative form building to its solo-business CRM.

crmai-featuresautomationsolo-businessinvoicingdubsado-labs
◆Current state
Dubsado is a CRM and business-management suite for solo and small service businesses such as photographers, coaches, and designers. The recent window marks a clear AI turn: an AI Notetaker that records, transcribes, and summarizes client calls, and AI-assisted form creation from a prompt, PDF, or chat. Around the AI work, the product is modernizing core surfaces with a redesigned invoice builder, a public checkout link launched under a new Dubsado Labs experimental track, and rebuilt calendar-sync reliability.
◆Where it's heading
Dubsado is moving from a manual, template-driven CRM toward one that drafts and captures work for the user. The two AI launches target the most time-consuming parts of a solo operator's day — call notes and form building — while the Labs program signals a faster, ship-early-and-iterate posture. Core-workflow modernization in invoicing and calendar sync runs in parallel to keep the foundation current.
◆Prediction
Expect more AI-assisted authoring to follow the form builder, likely AI drafting of emails, proposals, or workflows, plus additional Dubsado Labs experiments released early and refined in public.

◆Recent moves

  1. 16d ago

    The Dubsado Notetaker is here.

    ⚡ SPARK

    Dubsado's first AI capture feature: it joins video calls and returns a recording, a speaker-labeled transcript, and a clean summary. It marks the start of the product's shift from manual record-keeping to AI doing the capture.

  2. 23d ago

    Public checkout page: how to use it, and where it's going

    A single shareable payment link that creates the transaction and client record automatically, with no invoice or portal required. Notable as the first release under the new Dubsado Labs experimental track, signaling the faster ship-early posture described above.

  3. 25d ago

    Easy form creation is here

    ⚡ SPARK

    Generative form building: describe a form, drop in a PDF, or chat with the builder, and Dubsado drafts the structure and field mappings. The second AI capability in this window, extending the shift toward AI authoring.

  4. 1mo ago

    A redesigned invoice builder is live

    A from-scratch redesign of the invoice builder with inline line-item editing and surfaced settings, now the default with an opt-out window through June 16. A meaningful UX overhaul of a core surface rather than a capability change.

  5. 1mo ago

    Rebuilt calendar sync reliability plus ~48 smaller updates

    A 48-item roundup whose centerpiece is a rebuilt external-calendar sync (Google, Apple, Outlook, iCal) with automatic retries and background syncing, plus checkout smoothing and many fixes. Foundational reliability work supporting the modernization arc.

  6. 1mo ago

    Template tags and archiving

    Adds custom, color-coded tags across templates, forms, workflows, and schedulers to tame long template lists, along with archiving. A real organizational option, incremental in scope.

    View source ↗