Contactually CRM (discontinued) vs. Dubsado

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Contactually CRM (discontinued)
Score 8.0 out of 10
N/A
Contactually was a CRM for real estate agents and brokerages, that automatically prompted users to take action with the most important people to prevent things from falling through the cracks. Contactually was acquired by Compass in 2019, and is no longer available.
$69
per month
Dubsado
Score 8.2 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
Contactually CRM (discontinued)Dubsado
Editions & Modules
Professional
$69.00
per month
Accelerator
$119.00
per month
Monthly Plan
$35.00
Per Month [3 Users]
Yearly Plan
$350.00
Per Year [3 Users]
Offerings
Pricing Offerings
Contactually CRM (discontinued)Dubsado
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo 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
Community Pulse
Contactually CRM (discontinued)Dubsado
Top Pros
Top Cons
Features
Contactually CRM (discontinued)Dubsado
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Contactually CRM (discontinued)
9.2
3 Ratings
18% above category average
Dubsado
9.0
9 Ratings
16% above category average
Customer data management / contact management9.93 Ratings8.88 Ratings
Workflow management9.63 Ratings9.49 Ratings
Territory management9.01 Ratings00 Ratings
Opportunity management9.42 Ratings8.95 Ratings
Integration with email client (e.g., Outlook or Gmail)9.93 Ratings9.17 Ratings
Contract management6.01 Ratings9.69 Ratings
Interaction tracking9.93 Ratings9.17 Ratings
Channel / partner relationship management9.92 Ratings8.03 Ratings
Quote & order management00 Ratings8.87 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Contactually CRM (discontinued)
9.1
3 Ratings
19% above category average
Dubsado
8.2
3 Ratings
9% above category average
Case management9.73 Ratings7.23 Ratings
Call center management8.02 Ratings10.01 Ratings
Help desk management9.73 Ratings7.32 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Contactually CRM (discontinued)
9.7
3 Ratings
25% above category average
Dubsado
8.1
6 Ratings
7% above category average
Lead management9.93 Ratings8.16 Ratings
Email marketing9.63 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Contactually CRM (discontinued)
7.0
2 Ratings
8% below category average
Dubsado
7.6
9 Ratings
0% above category average
Task management7.02 Ratings6.78 Ratings
Billing and invoicing management00 Ratings8.49 Ratings
Reporting00 Ratings7.77 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Contactually CRM (discontinued)
7.0
2 Ratings
8% below category average
Dubsado
8.3
6 Ratings
9% above category average
Pipeline visualization7.02 Ratings8.46 Ratings
Forecasting00 Ratings8.93 Ratings
Customizable reports00 Ratings7.66 Ratings
Customization
Comparison of Customization features of Product A and Product B
Contactually CRM (discontinued)
7.0
2 Ratings
8% below category average
Dubsado
8.8
9 Ratings
15% above category average
Custom fields7.02 Ratings8.39 Ratings
Custom objects7.01 Ratings8.46 Ratings
Scripting environment7.02 Ratings9.92 Ratings
API for custom integration7.01 Ratings8.55 Ratings
Security
Comparison of Security features of Product A and Product B
Contactually CRM (discontinued)
7.5
2 Ratings
10% below category average
Dubsado
7.9
6 Ratings
5% below category average
Single sign-on capability9.02 Ratings7.83 Ratings
Role-based user permissions6.01 Ratings8.05 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Contactually CRM (discontinued)
8.4
3 Ratings
14% above category average
Dubsado
6.9
2 Ratings
5% below category average
Social data9.92 Ratings6.92 Ratings
Social engagement7.02 Ratings6.92 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Contactually CRM (discontinued)
9.9
3 Ratings
32% above category average
Dubsado
4.7
3 Ratings
41% below category average
Marketing automation9.93 Ratings5.53 Ratings
Compensation management00 Ratings4.02 Ratings
Platform
Comparison of Platform features of Product A and Product B
Contactually CRM (discontinued)
9.4
3 Ratings
22% above category average
Dubsado
6.9
2 Ratings
8% below category average
Mobile access9.43 Ratings6.92 Ratings
Best Alternatives
Contactually CRM (discontinued)Dubsado
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.2 out of 10
Creatio
Creatio
Score 9.2 out of 10
Enterprises
Creatio
Creatio
Score 9.2 out of 10
Creatio
Creatio
Score 9.2 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Contactually CRM (discontinued)Dubsado
Likelihood to Recommend
9.0
(4 ratings)
9.4
(9 ratings)
Likelihood to Renew
1.0
(1 ratings)
8.0
(1 ratings)
Usability
-
(0 ratings)
8.9
(5 ratings)
Support Rating
-
(0 ratings)
9.2
(5 ratings)
User Testimonials
Contactually CRM (discontinued)Dubsado
Likelihood to Recommend
Discontinued Products
Contactually is a very powerful CRM, even though it is extremely simple to use. It is very intuitive and fun to use! Their templates for nurturing and follow-up are phenomenal, so if you have a sales cycle, this is the tool for you. I even use it to keep track of family and acquaintances' interactions, as Contactually can alert me when it's been 30 days since the last time I talked to person A. The only reason I don't give it a 10 is because price has been going up in recent years.
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
Discontinued Products
  • Syncing to email
  • Design and interface
  • Support team
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
Discontinued Products
  • Social tracking is really only through Twitter so though you can add LinkedIn, G+, and even AngelList social profiles, you don't get users' social posts from those
  • The feature that highlights opportunities to stay connected with "important" contacts COULD be incredible but it only reports to you when those users have birthdays or they tweet @ you. Rather worthless in that regard. Would be nice if Important contacts showed every time those people posted something on social media.
  • Becomes laborious when you have thousands of contacts and need to organize them and indicate their level of importance.
  • Time since last contacted only tracks email. You can't manually indicate that you've contacted them, it doesn't track your calendar to know if you had a meeting
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Dubsado
  • the task list feature is very basic
  • the UI is a little clunky
  • more integrations with other software such as Clickup
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Likelihood to Renew
Discontinued Products
Just doesn't provide the sophistication that I seek. It's a simple solution with some innovation automation relatively speaking, but ideal for individuals and small businesses with basic CRM needs.
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Dubsado
There are some similar programs out there that are offering ambassador accounts.
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Usability
Discontinued Products
No answers on this topic
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
Discontinued Products
No answers on this topic
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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Alternatives Considered
Discontinued Products
It seemed to have everything that I wanted and wasn't too expensive.
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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
Discontinued Products
  • It's had a very positive impact in building and maintaining my relationships. The ROI has been positive as an affordable and user-friendly CRM.
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