Bigin by Zoho CRM vs. Dubsado

Because Bigin by Zoho CRM focuses more on individualized customer interactions and join that result in relationship prospect growth and sales, it is a good fit for smaller companies of all stripes. It provides you with a taste of Zoho's mass CRM as well. The beginning of your CRM journey

Incentivized

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.

Incentivized

• Easy to use and operate as there are not "23 million" options, but still powerful.
• Integrates with other Zoho products like Zoho Social, Campaigns and Forms.
• Allows deals pipelines with fully customisable stages.

Incentivized

• 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.

Incentivized

• Making adjustments to some of the templates or template options are tough.
• The ability to reach customer service can be challenging at time as it is mostly international support.

Incentivized

• the task list feature is very basic
• the UI is a little clunky
• more integrations with other software such as Clickup

Incentivized

There are some similar programs out there that are offering ambassador accounts.

Incentivized

A solid 8 from my perspective, a tool all small businesses should try out before venturing into the world of larger CRM solutions as this gives you the best entry point into the CRM solution world with ideas about all the modules that are required the most. It can be made a bit more intermediate user friendly by adding a bit more mass approach style features

Incentivized

There is a learning curve to Dubsado, however, you can create a basic setup easily using the training videos provided by the platform

Incentivized

Support team is much knowledgeable and was user friendly. Every querry put before them was resolved in the required time frame.

Incentivized

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

Incentivized

Bigin by Zoho CRM captures opportunities, and gives the company ways to tap and work towards making them more effective. Also, Bigin integrates/connect with the customers emails, making it friendly or simple to communicate with them immediately. Bigin introduced the single sign on procedure, which boosts the security of the entire system and ensure no attacks in any form.

Incentivized

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

Incentivized

• The lead conversion right from prospects to revenue generation has increased in our organization.
• Previously the conversion rate was around 40%, now the efficiency has increased.

Incentivized

• 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

Incentivized