What users are saying about
37 Ratings
5 Ratings
37 Ratings
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Score 7.7 out of 100
5 Ratings
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Score 9.2 out of 100

Likelihood to Recommend

1CRM

It is well suited for a small enterprise which is looking at budget as its main constraint, as this is literally the best priced model at $12 a month. Then again it provides much more than the basic CRM functionality, this also is good for any medium enterprises looking to work on its productivity in all the intertwined departments of sales, marketing, order management, project management, and finance.
Prashant Choudhary | 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

1CRM
9.0
Dubsado
8.4
Customer data management / contact management
1CRM
9.0
Dubsado
8.0
Workflow management
1CRM
9.0
Dubsado
8.0
Territory management
1CRM
9.0
Dubsado
Opportunity management
1CRM
10.0
Dubsado
10.0
Integration with email client (e.g., Outlook or Gmail)
1CRM
9.0
Dubsado
9.0
Contract management
1CRM
7.0
Dubsado
10.0
Quote & order management
1CRM
10.0
Dubsado
10.0
Interaction tracking
1CRM
9.0
Dubsado
4.0
Channel / partner relationship management
1CRM
9.0
Dubsado

Customer Service & Support

1CRM
9.3
Dubsado
Case management
1CRM
10.0
Dubsado
Call center management
1CRM
9.0
Dubsado
Help desk management
1CRM
9.0
Dubsado

Marketing Automation

1CRM
10.0
Dubsado
3.0
Lead management
1CRM
10.0
Dubsado
3.0
Email marketing
1CRM
10.0
Dubsado

CRM Project Management

1CRM
9.7
Dubsado
9.0
Task management
1CRM
9.0
Dubsado
7.0
Billing and invoicing management
1CRM
10.0
Dubsado
10.0
Reporting
1CRM
10.0
Dubsado
10.0

CRM Reporting & Analytics

1CRM
9.0
Dubsado
7.5
Forecasting
1CRM
8.0
Dubsado
Pipeline visualization
1CRM
9.0
Dubsado
9.0
Customizable reports
1CRM
10.0
Dubsado
6.0

Customization

1CRM
8.5
Dubsado
4.0
Custom fields
1CRM
8.0
Dubsado
5.0
Custom objects
1CRM
8.0
Dubsado
Scripting environment
1CRM
9.0
Dubsado
API for custom integration
1CRM
9.0
Dubsado
3.0

Security

1CRM
8.5
Dubsado
7.0
Single sign-on capability
1CRM
8.0
Dubsado
Role-based user permissions
1CRM
9.0
Dubsado
7.0

Social CRM

1CRM
7.5
Dubsado
Social data
1CRM
7.0
Dubsado
Social engagement
1CRM
8.0
Dubsado

Integrations with 3rd-party Software

1CRM
9.5
Dubsado
Marketing automation
1CRM
9.0
Dubsado
Compensation management
1CRM
10.0
Dubsado

Platform

1CRM
9.0
Dubsado
Mobile access
1CRM
9.0
Dubsado

Pros

1CRM

  • Sales management.
  • Marketing management.
Prashant Choudhary | 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

1CRM

  • Some random logouts but way less compared to others.
  • Becomes a little cluttered as it has all products, services and order management.
Prashant Choudhary | 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

Alternatives Considered

1CRM

1CRM has the lowest price and is not just a CRM but a bundle of efficient tools in one package that improves the motion of the entire framework in an organization in a fluid and synchronized way. It provides a platform to improve the productivity on each and every step and the power to coalesce several departments to work in an orderly manner.
This helps any small or medium enterprises unleash the power of automation as well as overall management of projects, services and deliverables.
Prashant Choudhary | TrustRadius Reviewer

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

1CRM

  • It has overall increased sales productivity.
  • Has reduced lead time for customer and made the deliveries faster and more efficient.
Prashant Choudhary | 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

1CRM

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?

Dubsado

General

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

Rating Summary

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