Is PlanOS a good Dubsado alternative for event planners?

Yes. Dubsado is a creative-business CRM focused on client workflows, forms and invoicing. PlanOS keeps forms, contracts, invoices and payments — and adds the event-day layer Dubsado doesn't have: a day-of run of show, vendor coordination portals, drag-to-reflow timelines, guest lists and seating. If your work is running events, PlanOS is purpose-built for it.

Dubsado Alternative for Event Planners

Why planners switch

Keep the automation. Get the event day.

Dubsado

A configurable CRM for creative businesses — strong on forms and workflow automation.

Client intake forms & questionnaires
Contracts, invoices & workflow automation
General-purpose — you configure it for any business
No day-of run of show or offline mobile mode
No vendor coordination portal or call sheets
No event timelines, guest list or seating

PlanOS

An event-planning workspace — purpose-built for the day the event runs.

Client intake, e-sign contracts, invoices & payments — all here too
Event-specific templates, ready out of the box
Drag-to-reflow event timelines & reusable run-of-show templates
Day-of run of show + offline mobile mode for venues with no signal
Vendor hub: each vendor gets their own branded call sheet
Guest list, RSVP & seating — every tool on every plan

Feature by feature

PlanOS vs. Dubsado, honestly.

Dubsado is genuinely powerful for client workflows. Here's where an event planner feels the difference.

Capability	PlanOS	Dubsado
Day-of run of show (offline mobile)	✓	—
Vendor coordination hub & branded call sheets	✓	—
Drag-to-reflow event timelines	✓	—
Guest list, RSVP & seating charts	✓	—
Event-specific templates out of the box	✓	—
Client intake forms & questionnaires	✓	✓
Contracts, invoices & online payments	✓	✓
Every tool included on every plan	✓	tiered
Free CSV import + we move your first 20 clients	✓	—

Switching is the scary part

Bring your Dubsado book with you. We'll move it for free.

Your clients, your contacts, your signed contracts — none of it gets left behind. Export a CSV from Dubsado and we import it for you. Drop in your PDF contracts and they upload as-is. A real person on our team moves your first 20 clients by hand, so your first week on PlanOS starts with your book already loaded.

"I ran a 180-guest Bat Mitzvah last month and my day-of binder lived entirely on my phone. First time in eight years."

— Maya R. · Full-service planner · Los Angeles

Every tool. One flat rate. The whole event day.

Solo — $49/mo, unlimited events, every feature. Lock the Founder rate before December 31.

Start free — no card →

Switching questions

Dubsado → PlanOS

Can I import my clients from Dubsado?

Yes. Export your clients and contacts from Dubsado as a CSV and import them into PlanOS; PDF contracts and files upload directly. We'll migrate your first 20 clients for you, free.

Does PlanOS have forms and contracts like Dubsado?

Yes — client intake forms, e-signature contracts, quotes, invoices and online payments are all built in. PlanOS adds the run of show, vendor call sheets, timelines and seating that carry a booked client through to the event day.

Is PlanOS simpler than Dubsado?

For event work, yes. Dubsado is a flexible general-purpose CRM you configure for any creative business. PlanOS ships event-specific templates and a day-of workflow out of the box, so there's far less to set up before you're running real events.

I do more than weddings — does PlanOS handle that?

Yes. PlanOS is built for professional event planners across weddings, corporate offsites, bar and bat mitzvahs, fundraisers and milestone events, with templates for each.