What users are saying about
3 Ratings
10 Ratings
3 Ratings
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Score 9.6 out of 100
10 Ratings
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Score 9.2 out of 100

Likelihood to Recommend

17hats

It's great if you want to set up all of your client management so that you don't have to keep manually going through every step. It's so nice for me and my clients to have all of their forms streamlined and automated.
Erika Tebbens | TrustRadius Reviewer

Dubsado

I would say it's best suited for small businesses (solo entrepreneurs or less than 10 employees) who work on a project basis.
Morgan Specht | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

17hats
9.3
Dubsado
7.5
Customer data management / contact management
17hats
9.5
Dubsado
8.8
Workflow management
17hats
9.5
Dubsado
6.4
Integration with email client (e.g., Outlook or Gmail)
17hats
9.0
Dubsado
8.3
Contract management
17hats
10.0
Dubsado
9.5
Quote & order management
17hats
10.0
Dubsado
9.3
Interaction tracking
17hats
8.0
Dubsado
3.0
Opportunity management
17hats
Dubsado
7.4

Customer Service & Support

17hats
8.0
Dubsado
Case management
17hats
8.0
Dubsado

Marketing Automation

17hats
8.0
Dubsado
6.4
Lead management
17hats
8.0
Dubsado
6.4

CRM Project Management

17hats
9.5
Dubsado
8.4
Task management
17hats
9.0
Dubsado
5.9
Billing and invoicing management
17hats
10.0
Dubsado
10.0
Reporting
17hats
Dubsado
9.3

Customization

17hats
9.5
Dubsado
5.1
Custom fields
17hats
9.0
Dubsado
8.6
Custom objects
17hats
10.0
Dubsado
9.0
Scripting environment
17hats
Dubsado
1.0
API for custom integration
17hats
Dubsado
2.0

Security

17hats
9.5
Dubsado
6.0
Single sign-on capability
17hats
10.0
Dubsado
5.0
Role-based user permissions
17hats
9.0
Dubsado
7.0

Integrations with 3rd-party Software

17hats
8.0
Dubsado
1.0
Marketing automation
17hats
8.0
Dubsado
1.0
Compensation management
17hats
Dubsado
1.0

Platform

17hats
8.0
Dubsado
1.0
Mobile access
17hats
8.0
Dubsado
1.0

CRM Reporting & Analytics

17hats
Dubsado
5.7
Forecasting
17hats
Dubsado
6.0
Pipeline visualization
17hats
Dubsado
5.9
Customizable reports
17hats
Dubsado
5.3

Social CRM

17hats
Dubsado
1.0
Social data
17hats
Dubsado
1.0
Social engagement
17hats
Dubsado
1.0

Pros

17hats

  • Invoicing
  • Creating online questionnaire
Marli Espinales | TrustRadius Reviewer

Dubsado

  • Invoicing: makes receiving payments easy for myself and clients
  • Forms: customizable and easy to set up
  • Email
Emilie Smith | TrustRadius Reviewer

Cons

17hats

  • Prior to this I was using only Stripe for my invoices and I loved that I could see all of my recurring client payments under "subscriptions." There might be a way to do this in 17Hats, but I'm just not sure. I like to be able to quickly see all of my current clients at a glance.
Erika Tebbens | TrustRadius Reviewer

Dubsado

  • Sometimes it's hard to see the buttons, like the ADD button. Maybe it could be in a darker color?
🧁Mary BRANDT, M.A.🧁 | TrustRadius Reviewer

Usability

17hats

17hats 9.0
Based on 1 answer
It's been really great to use with my clients, but I cannot speak to setting it up as my VA handled all of that for me. I anticipate using it for a long time.
Erika Tebbens | TrustRadius Reviewer

Dubsado

No score
No answers yet
No answers on this topic

Support Rating

17hats

17hats 8.0
Based on 2 answers
It's chat based so you have to wait a bit to hear back from them but they have gotten quicker with their responses which I appreciate.
Marli Espinales | TrustRadius Reviewer

Dubsado

No score
No answers yet
No answers on this topic

Alternatives Considered

17hats

No answers on this topic

Dubsado

Dubsado overall is so multifunctional that the other platforms didn't stand a chance. I will say I do use ClickUp alongside Dubsado. Dubsado isn't super awesome for task organization and management, but ClickUp blows all the other task management software out of the water. Combining the two has been a game changer for sure.
Heather Herring | TrustRadius Reviewer

Return on Investment

17hats

  • ROI - Saves me time on creating invoices and questionnaires.
Marli Espinales | TrustRadius Reviewer

Dubsado

  • Clients are excited to hire me because my onboarding process is so professional
  • Easy of use makes collecting payment from clients easy
  • Streamlined process allows me to charge more for my services
Morgan Specht | TrustRadius Reviewer

Pricing Details

17hats

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

17hats Editions & Modules

Edition
Starting Price$45.001
  1. Per Month
Additional Pricing Details

Dubsado

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Dubsado Editions & Modules

Edition
Monthly Plan$35.001
Yearly Plan$350.002
  1. Per Month [3 Users]
  2. Per Year [3 Users]
Additional Pricing Details
For Additional Users: 4-10 users $25.00 per month; 11-20 users $45.00 per month; 21-30 users $60.00 per month

Rating Summary

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