Likelihood to Recommend Bitrix24 is highly beneficial for teams that are geographically dispersed or working remotely. Its real-time communication tools, including instant messaging and video conferencing, enable seamless collaboration regardless of physical location. The centralized document management feature ensures that team members can easily access and collaborate on shared documents from anywhere, facilitating efficient teamwork in a remote or distributed environment.
Read full review 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.
Read full review Pros Huge opportunities for customization, integration with other services. Easy search for solutions to setup questions. The ability to write letters directly from the system with the help of a binding for working mail. The presence of an application for Android. This helps to get access anywhere. Read full review 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 It's user interface can use some work. Although it doesn't take as long as some other software to learn, there is still a bit of a learning curve when it comes to day to day usage. Bitrix offers a lot of features. It would be nice to have those features laid out in an easier-to-read layout, versus the long list at the side of the page. It's mobile app functionality is quite limited. It can be difficult to work with other team members, solely off of their mobile app. Read full review 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 There are some similar programs out there that are offering ambassador accounts.
Read full review Usability It is a time-saving CRM that will help save time by using one application for all your business needs. Our brain sees colors, images, drawings, it is very visual, and so is Bitrix24. You can plan visually and easily see how everything is progressing. It has tasks, projects management, chat and video, CRM (as you know), visual staff structure, calendar, shared drive, mobile app. You can't ask for anything better out on the market for what you get with their free version and also their step-up plan is $20/month, all the way up to $200, they have a plan for your business. Get your free account and try it out for a few weeks.
Read full review 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 The absolute worst! Your only contact method is via the paid version and via a chat window. They will take days to answer and when they finally do answer, they will provide nothing but a half baked canned help file.
Read full review 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
Read full review Alternatives Considered In fact, I use both, but in different ways, monday to control the internal agenda, Bitrix for all other parts within the company, such as task control, chat with employees and with calendar also for control in two systems. Bitrix is more complete and has many more features, but its purpose is also different from monday.
Read full review 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 It definitely has a positive impact as it helps with collaboration and improves data health. Overall it reduces time and speeds up the processes and helps achieve more in the less time. It has helped target the right customers and the success ration or the success rate has gone up when we have sent out marketing campaigns. Read full review 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