Introducing: CribOS

Client work, handled.

Simple CRM for small businesses & creators

Managing client work shouldn’t feel like juggling flaming torches. But for most small businesses, boutique studios, and creators, the day-to-day reality looks more like a scattered mix of Dubsado, Google Sheets, email threads, calendar links, contracts stuck in PDFs, and invoices buried somewhere in Stripe.

Projects slip because someone forgot a follow-up. Proposals stall because the draft is still “in progress.” Scheduling becomes a volley of “Does Thursday work?” messages. And invoices? They get sent late because everything needed to send them lives in different tabs.

All of this context switching drains your time—and your energy. Instead of focusing on client outcomes, you’re playing tool Tetris, stitching systems together, and hoping nothing breaks.

CribOS exists to end that.

A simple CRM built for the way modern creators work

CribOS is a clean, integration-first CRM designed for people who don’t have time for bloated software or 40-step setup processes. It’s the system small teams have been asking for: easy to onboard, easy to use, and easy to keep organized.

Instead of stringing together separate apps for proposals, scheduling, invoicing, reminders, and client communication, CribOS brings everything together—without heavy features you’ll never use.

You get fewer clicks. Clearer workflows. More projects moving forward. More green checkmarks that mean success.

This isn’t a copy of Dubsado. It’s a simpler, faster alternative intentionally built for small teams, solo operators, and creative studios who want a unified place to manage client work from first contact to final invoice.

What makes CribOS different?

Most tools still treat creators like project managers. CribOS treats you like someone who wants to get work done—not spend your day configuring automations.

We built CribOS around three principles:

1. Everything in one place

Client info, proposals, tasks, files, scheduling, invoices, and messages—unified and searchable.

2. Integration-first

Google Calendar, Gmail, Stripe, Shopify, Notion, Tessitura, custom adapters, and more—connected out of the box.

3. Fewer steps → faster outcomes

Proposals convert automatically to projects. Contracts sync instantly. Invoices generate without leaving the workflow. Clients get one simple portal.

This is CRM without the clutter.

Feature Deep Dive

Below is a look at the core features that make CribOS a true Dubsado alternative, intentionally scoped for simplicity.

### Client CRM

CribOS gives you a clean, organized home for every client and company record.

Contacts, companies, addresses, and custom fields
Notes, files, timelines, and internal comments
Unified activity: proposals sent, tasks completed, invoices paid
Lightning-fast search across your entire client base

No more digging through old emails or random docs.

### Proposals & Contracts

Turn “I’ll send that over later today” into instant action.

Beautiful, on-brand proposals
Built-in e-signatures
Automatic conversion into projects
Contract + invoice + kickoff tasks generated in one flow

CribOS removes the friction between “yes” and “let’s start.”

### Scheduling (Google Calendar CRM integration)

Say goodbye to scheduling ping-pong.

Simple booking pages
Auto-reminders
Real-time sync with Google Calendar
Availability pulled directly from your schedule

Clients pick a time. You show up. That’s it.

### Automations

Small, powerful, IFTTT-style rules that move work forward.

When proposal is signed → create project
When project starts → generate checklist
When invoice is overdue → send reminder
When form is submitted → notify team + create contact

Automation is where CribOS stays clean: no complex builder, no clutter—just actions that quietly keep you moving.

### Client Portal

A client portal your clients will actually understand.

Deliverables
Messages
Files
Invoices + payment history
Project status

One login, one hub, zero confusion. It’s modern, minimal, and clearly structured—more intuitive than Dubsado’s portal, especially for non-technical clients.

### Pipelines & Tasks

A simple visual pipeline to keep your work flowing.

Drag-and-drop Kanban boards
Lead pipeline + project pipeline
Task checklists
Status indicators with “green = success” semantics

Whether you’re tracking inbound leads or in-progress work, you always know where each project stands.

### Invoices & Payments

Built for the flexible ways creators bill.

One-click invoice creation
Payment schedules
Split billing
Mobile-friendly checkout
Stripe-powered payments

Send invoices in fewer steps—and get paid faster.

### Forms & Intake

Make onboarding feel seamless.

Branded forms that match your site
Conditional logic
Instant routing into CribOS
Form submissions automatically create client records or update existing ones

From inquiry to onboarding, CribOS keeps everything flowing.

Integrations

CribOS connects with the tools small businesses already depend on. Each integration includes a one-line value unlock:

Stripe — Collect payments instantly and securely
Shopify — Sync customers + order details into CribOS
Google Calendar — Real-time scheduling + availability
Gmail — Log conversations + send communications from CribOS
Notion — Push project notes or sync documentation
Tessitura — Manage contacts, membership records, or donor info
Custom Adapters — Connect CribOS to any internal or external system

Integration-first means less copy/paste, fewer errors, and workflows that actually stay in sync.

Why not Dubsado?

Dubsado is powerful. But for many small teams, it’s too powerful—layered with features they don’t need, steps they don’t understand, and automations that require days of setup.

CribOS is for people who want speed, clarity, and fewer moving parts.

When you’d pick CribOS instead of Dubsado:

You want an easier setup (hours—not days).
You want fewer clicks to send proposals and contracts.
You want a cleaner, more intuitive client portal.
You want native integrations with modern tools.
You want simpler automations you can set up in minutes.
You want a CRM that feels lightweight, not overwhelming.

Comparison: Dubsado vs CribOS

FeatureDubsadoCribOSSetup TimeComplex, days/weeksSimple, hoursClient Portal UXFunctional but datedClean, modern, friendlyAutomationsPowerful but steep learning curveSimple IFTTT-style rulesIntegrationsLimitedIntegration-first platformProposal → Project ConversionManual in many casesAutomaticSchedulingAdequateReal-time Google Calendar syncUsabilityFeature-heavyLightweight + fast

CribOS is designed to reduce—not increase—your operations workload.

Customer Vignette: A Day in the Life

Meet Jamie, a one-person creative studio who builds websites and branding for small businesses.

A prospect fills out Jamie’s CribOS intake form.
CribOS instantly creates a new lead and notifies Jamie.
Jamie sends a proposal with contract + payment schedule.
The client signs; CribOS auto-creates the project, kickoff tasks, and files.
Jamie drops a link to the client portal, where the client can see timelines and deliverables.
The client books their kickoff call via Google Calendar sync—no emails needed.
Each milestone triggers automated reminders and progress updates.
Jamie sends a final invoice with Stripe checkout.
The client pays immediately from the portal.

Everything flows. Everything stays green.

Getting Started With CribOS

CribOS is intentionally easy to adopt—whether you're coming from Dubsado, a spreadsheet, or a collection of notes.

Onboarding

You’ll work with a workflow specialist who helps:

Map how your business currently operates
Recreate your workflows inside CribOS
Connect Stripe, Gmail, Google Calendar, and other integrations
Build initial proposals and templates

Imports

CribOS supports:

Client imports
Company imports
Pipeline imports
Intake submissions
Dubsado CSV migrations

Just upload your file and preview before finalizing.

Time-to-Value

Most teams start running client work in under 48 hours.