What users are saying about
1 Ratings
5 Ratings
1 Ratings
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Score 9 out of 100
5 Ratings
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Score 9.2 out of 100

Likelihood to Recommend

17hats

I think it's great for businesses who offer monthly services and want to automate their invoicing. Even for businesses who offer one-off services as well.
Marli Espinales | TrustRadius Reviewer

Dubsado

This platform is amazing for any type of coaching entrepreneur or virtual assistant. However I would not recommend it for those that just wish to have a CRM. Dubsado is much more than that, and while it functions well enough to keep contacts organized, you have to do a lot of manual input to know where you are with clients. It's also not great for tracking recurring tasks.
Heather Herring | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

17hats
9.2
Dubsado
8.4
Customer data management / contact management
17hats
9.0
Dubsado
8.0
Workflow management
17hats
9.0
Dubsado
8.0
Integration with email client (e.g., Outlook or Gmail)
17hats
9.0
Dubsado
9.0
Contract management
17hats
10.0
Dubsado
10.0
Quote & order management
17hats
10.0
Dubsado
10.0
Interaction tracking
17hats
8.0
Dubsado
4.0
Opportunity management
17hats
Dubsado
10.0

Customer Service & Support

17hats
8.0
Dubsado
Case management
17hats
8.0
Dubsado

Marketing Automation

17hats
8.0
Dubsado
3.0
Lead management
17hats
8.0
Dubsado
3.0

CRM Project Management

17hats
9.5
Dubsado
9.0
Task management
17hats
9.0
Dubsado
7.0
Billing and invoicing management
17hats
10.0
Dubsado
10.0
Reporting
17hats
Dubsado
10.0

Customization

17hats
8.0
Dubsado
4.0
Custom fields
17hats
8.0
Dubsado
5.0
API for custom integration
17hats
Dubsado
3.0

Security

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

Integrations with 3rd-party Software

17hats
8.0
Dubsado
Marketing automation
17hats
8.0
Dubsado

Platform

17hats
8.0
Dubsado
Mobile access
17hats
8.0
Dubsado

CRM Reporting & Analytics

17hats
Dubsado
7.5
Pipeline visualization
17hats
Dubsado
9.0
Customizable reports
17hats
Dubsado
6.0

Pros

17hats

  • Invoicing
  • Creating online questionnaire
Marli Espinales | TrustRadius Reviewer

Dubsado

  • Invoicing & expense reporting all in one place! I don't have to spend hours poring over my bank account transactions to find my biz expenses anymore!
  • The built-in call scheduler is awesome! I can create various appointment schedulers with multiple availabilities, and collect payments right up front, too!
  • Dubsado also has a sweet Client Portal where my clients can login and see all their activity with me at a glance.
Heather Herring | TrustRadius Reviewer

Cons

17hats

  • Cheaper credit card charges
  • Ability to tweak their questionnaires a bit more
Marli Espinales | TrustRadius Reviewer

Dubsado

  • Sometimes the workflows are a bit clunky or don't work in certain situations. But it doesn't stop me from making the most of the platform.
  • I do occasionally struggle with my outgoing email reminders for calls being received on time.
  • I would love it if options for a payment plan could be built into the schedulers.
Heather Herring | TrustRadius Reviewer

Support Rating

17hats

17hats 8.0
Based on 1 answer
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 love how simple the process is to view and pay invoices.
  • Sending proposals is simple and creates a user friendly experience. I will say though, if you don't set things up just right, the client or prospect may run into snags in the process.
  • The ability to create multiple schedulers and attach a request for payment upon scheduling has been amazing!
Heather Herring | TrustRadius Reviewer

Pricing Details

17hats

General

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

Dubsado

General

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

Rating Summary

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