Apptivo vs. Dubsado

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Apptivo
Score 8.2 out of 10
N/A
Apptivo provides small and medium sized businesses with applications that include CRM, project management and invoicing solutions.
$10
Per User per Month
Dubsado
Score 8.5 out of 10
N/A
Dubsado, from the company of the same name Burbank, is a small business technology management solution, providing contact and contract management, invoicing, and calendaring, in an all-in-one solution.
$35
Per Month [3 Users]
Pricing
ApptivoDubsado
Editions & Modules
Premium
$10
Per User per Month
Ultimate
$25
Per User per Month
Starter
Free
Per User per Month
Enterprise
N/A
Monthly Plan
$35.00
Per Month [3 Users]
Yearly Plan
$350.00
Per Year [3 Users]
Offerings
Pricing Offerings
ApptivoDubsado
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeOptionalNo setup fee
Additional DetailsFor Additional Users: 4-10 users $25.00 per month; 11-20 users $45.00 per month; 21-30 users $60.00 per month
More Pricing Information
Features
ApptivoDubsado
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Apptivo
7.7
4 Ratings
0% above category average
Dubsado
9.0
9 Ratings
16% above category average
Customer data management / contact management10.04 Ratings8.88 Ratings
Workflow management6.82 Ratings9.49 Ratings
Territory management4.51 Ratings00 Ratings
Opportunity management10.03 Ratings8.95 Ratings
Integration with email client (e.g., Outlook or Gmail)9.14 Ratings9.17 Ratings
Contract management10.02 Ratings9.69 Ratings
Quote & order management7.43 Ratings8.87 Ratings
Interaction tracking1.81 Ratings9.17 Ratings
Channel / partner relationship management9.13 Ratings8.03 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Apptivo
9.7
4 Ratings
26% above category average
Dubsado
8.2
3 Ratings
9% above category average
Case management9.14 Ratings7.23 Ratings
Call center management10.02 Ratings10.01 Ratings
Help desk management10.03 Ratings7.32 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Apptivo
10.0
3 Ratings
28% above category average
Dubsado
8.1
6 Ratings
7% above category average
Lead management10.03 Ratings8.16 Ratings
Email marketing10.03 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Apptivo
8.9
4 Ratings
16% above category average
Dubsado
7.6
9 Ratings
0% above category average
Task management8.34 Ratings6.78 Ratings
Billing and invoicing management9.13 Ratings8.49 Ratings
Reporting9.14 Ratings7.77 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Apptivo
10.0
2 Ratings
27% above category average
Dubsado
8.3
6 Ratings
9% above category average
Forecasting10.02 Ratings8.93 Ratings
Pipeline visualization10.02 Ratings8.46 Ratings
Customizable reports10.02 Ratings7.66 Ratings
Customization
Comparison of Customization features of Product A and Product B
Apptivo
7.2
3 Ratings
5% below category average
Dubsado
8.8
9 Ratings
15% above category average
Custom fields5.73 Ratings8.39 Ratings
Custom objects6.63 Ratings8.46 Ratings
API for custom integration9.12 Ratings8.55 Ratings
Scripting environment00 Ratings9.92 Ratings
Security
Comparison of Security features of Product A and Product B
Apptivo
10.0
4 Ratings
18% above category average
Dubsado
7.9
6 Ratings
5% below category average
Single sign-on capability10.04 Ratings7.83 Ratings
Role-based user permissions10.04 Ratings8.05 Ratings
Platform
Comparison of Platform features of Product A and Product B
Apptivo
7.9
4 Ratings
5% above category average
Dubsado
6.9
2 Ratings
8% below category average
Mobile access7.94 Ratings6.92 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Apptivo
-
Ratings
Dubsado
6.9
2 Ratings
5% below category average
Social data00 Ratings6.92 Ratings
Social engagement00 Ratings6.92 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Apptivo
-
Ratings
Dubsado
4.7
3 Ratings
42% below category average
Marketing automation00 Ratings5.53 Ratings
Compensation management00 Ratings4.02 Ratings
Best Alternatives
ApptivoDubsado
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
ApptivoDubsado
Likelihood to Recommend
10.0
(4 ratings)
9.4
(9 ratings)
Likelihood to Renew
-
(0 ratings)
8.0
(1 ratings)
Usability
9.1
(3 ratings)
8.9
(5 ratings)
Support Rating
9.1
(2 ratings)
9.2
(5 ratings)
Implementation Rating
3.6
(1 ratings)
-
(0 ratings)
User Testimonials
ApptivoDubsado
Likelihood to Recommend
Apptivo Inc
I would absolutely recommend Apptivo! We have used Apptivo for years, and we wouldn't consider another platform to keep all of our contacts together in one place. It's easy to export certain lists for certain mailings and to add/remove new contacts and move things around as needed over time. There's freedom to adding new contacts and the pricing is phenomenal
Read full review
Dubsado
If you are a small service-based business owner looking for a CRM to automate your customer journey then this is for you. This platform is very customizable and can be really powerful once you set it up fully. This is like putting puzzle pieces together. First you need to setup all the pieces like scheduler, lead capture form, proposal, packages, invoices, contract and then setup the workflow automation. It will be helpful if you map your process in a mind-mapping tool first so it’s easy to see on high level what you need accomplished. This platform is not suitable for big companies or SaaS industry because the tagging system is not robust.
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Pros
Apptivo Inc
  • Built in support for new users.
  • Basic crm works...just dont expect it do anything well beyond the basic.
  • Price.
  • Google Apps integration is better than a lot of the competition who charge and anwful lot more.
  • They are open to and try adapt quickly based on customer feedback.
Read full review
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.
Read full review
Cons
Apptivo Inc
  • Dashboard and interface subsections are a bit clunky re: functionality.
  • Built-in email client isn't always a feasible option for efficiency (signatures are different, contacts don't always update accordingly).
  • Consistency and integration between apps is not always optimal.
Read full review
Dubsado
  • the task list feature is very basic
  • the UI is a little clunky
  • more integrations with other software such as Clickup
Read full review
Likelihood to Renew
Apptivo Inc
No answers on this topic
Dubsado
There are some similar programs out there that are offering ambassador accounts.
Read full review
Usability
Apptivo Inc
Without a doubt, the best thing about Apptivo is that it has become a perfect internal and external communication platform. This platform will allow you to know who is taking care of certain tasks with clients and control all projects with your clients. With very affordable plans for your pocket, it has a free version for up to 3 users. It far surpasses quite a few CRMs in the same category. Apptivo CRM allows you to customize many details and work with it does not consume time or resources. You are faced with a very comfortable software to use, simple and well designed.
Read full review
Dubsado
There is a learning curve to Dubsado, however, you can create a basic setup easily using the training videos provided by the platform
Read full review
Support Rating
Apptivo Inc
Apptivo is always quick to respond whenever we have had a problem over out time of using the program. The customer service reps are always very polite and professional in their responses and are very knowledgeable! I have never gone to them with a problem that they don't do everything in their power to help solve, and most times they have (abbreviating states is the only issue we weren't able to solve).
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Dubsado
The support with Dubsado is outstanding! Always so helpful, prompt to answer and always understands the issue. It always feels like I have talking to an actual person behind the scenes
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Implementation Rating
Apptivo Inc
If you are starting a business and want a free app or nearly free app that can grow with you....then apptivo could be for you. However if you grow faster than them then you will be quickly seeking alternatives
Read full review
Dubsado
No answers on this topic
Alternatives Considered
Apptivo Inc
The price was right for what we needed to use Apptivo for (the CRM and the contact management/project management models). And, we needed something basic and easy to implement so we could get up and running with little down time. The other systems we evaluated didn't seem to have the exact pricing and features/functionality we were looking for so we made the determination that Apptivo would be the best fit.
Read full review
Dubsado
Dubsado is more customizable and with robust features. Also, the user interface is visually pleasing but definitely has steep learning curve. Once you get the hang of it, it’s very easy especially with other developers helping users create beautiful form, proposals with ease without needing to know how to code. HoneyBook is not available for people outside USA & Canada. I haven’t used 17hats for a very long time but the user interface is pretty much the same
Read full review
Return on Investment
Apptivo Inc
  • It allows me to get a vision of what is happening with the business
  • control sales, marketing and customer service processes from a single point
  • facilitates administrative tasks
Read full review
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
Read full review
ScreenShots

Apptivo Screenshots

Screenshot of Customize each app by dragging and dropping each attributeScreenshot of Project management gantt chartScreenshot of Convert a lead into a contact, customer, and/or opportunity