What users are saying about
2 Ratings
9 Ratings
2 Ratings
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Score 8 out of 100
9 Ratings
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Score 9.2 out of 100

Likelihood to Recommend

ConvergeHub

It is really well suited for clients looking to automate the process with a budget constraint and that is inline with most small and medium enterprises, startups as well as entrepreneurs looking for a productive environment to grow their business in.
Prashant Choudhary | TrustRadius Reviewer

Dubsado

I would say it's best suited for small businesses (solo entrepreneurs or less than 10 employees) who work on a project basis.
Morgan Specht | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

ConvergeHub
8.3
Dubsado
7.5
Customer data management / contact management
ConvergeHub
9.0
Dubsado
8.8
Workflow management
ConvergeHub
9.0
Dubsado
6.5
Territory management
ConvergeHub
8.0
Dubsado
Opportunity management
ConvergeHub
9.0
Dubsado
7.5
Integration with email client (e.g., Outlook or Gmail)
ConvergeHub
7.0
Dubsado
8.3
Contract management
ConvergeHub
8.0
Dubsado
9.5
Quote & order management
ConvergeHub
9.0
Dubsado
9.3
Interaction tracking
ConvergeHub
8.0
Dubsado
3.0
Channel / partner relationship management
ConvergeHub
8.0
Dubsado

Customer Service & Support

ConvergeHub
7.0
Dubsado
Case management
ConvergeHub
7.0
Dubsado

Marketing Automation

ConvergeHub
9.0
Dubsado
6.4
Lead management
ConvergeHub
9.0
Dubsado
6.4
Email marketing
ConvergeHub
9.0
Dubsado

CRM Project Management

ConvergeHub
9.0
Dubsado
8.4
Task management
ConvergeHub
9.0
Dubsado
6.0
Billing and invoicing management
ConvergeHub
9.0
Dubsado
10.0
Reporting
ConvergeHub
9.0
Dubsado
9.3

CRM Reporting & Analytics

ConvergeHub
8.0
Dubsado
5.8
Pipeline visualization
ConvergeHub
8.0
Dubsado
6.0
Customizable reports
ConvergeHub
8.0
Dubsado
5.3
Forecasting
ConvergeHub
Dubsado
6.0

Customization

ConvergeHub
7.5
Dubsado
5.1
Custom fields
ConvergeHub
8.0
Dubsado
8.5
API for custom integration
ConvergeHub
7.0
Dubsado
2.0
Custom objects
ConvergeHub
Dubsado
9.0
Scripting environment
ConvergeHub
Dubsado
1.0

Platform

ConvergeHub
9.0
Dubsado
1.0
Mobile access
ConvergeHub
9.0
Dubsado
1.0

Security

ConvergeHub
9.0
Dubsado
6.0
Role-based user permissions
ConvergeHub
9.0
Dubsado
7.0
Single sign-on capability
ConvergeHub
Dubsado
5.0

Social CRM

ConvergeHub
Dubsado
1.0
Social data
ConvergeHub
Dubsado
1.0
Social engagement
ConvergeHub
Dubsado
1.0

Integrations with 3rd-party Software

ConvergeHub
Dubsado
1.0
Marketing automation
ConvergeHub
Dubsado
1.0
Compensation management
ConvergeHub
Dubsado
1.0

Pros

ConvergeHub

  • The dashboards are really good and feature laden.
  • The UI is really intuitive as well as user friendly.
  • Automation of simple tasks as well as the marketing process is really easy.
  • Above all the pricing takes the cake here.
Prashant Choudhary | TrustRadius Reviewer

Dubsado

  • Invoicing: makes receiving payments easy for myself and clients
  • Forms: customizable and easy to set up
  • Email
Emilie Smith | TrustRadius Reviewer

Cons

ConvergeHub

  • Customer support isn't that great, takes a lot of time to respond.
  • Notifications are not on time, i.e. they are delayed and not real time.
  • Lack of integration with other applications.
Prashant Choudhary | TrustRadius Reviewer

Dubsado

  • Sometimes it's hard to see the buttons, like the ADD button. Maybe it could be in a darker color?
🧁Mary BRANDT, M.A.🧁 | TrustRadius Reviewer

Alternatives Considered

ConvergeHub

ConvergeHub offers the best set of features and the interface that it does at a price that is by far the best out of its competitors. This has been an easy-to-sell product as the maximum amount of clients are startups or SMEs and budget is the main constraint for them, with which the views of ConvergeHub creators seem to align well.
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

ConvergeHub

  • It helps increase the overall productivity by automating daily routine tasks.
  • Sales & marketing process becomes easier and more productive.
  • Workflow management is easier.
  • Overall productivity increases many-fold.
Prashant Choudhary | TrustRadius Reviewer

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
Morgan Specht | TrustRadius Reviewer

Screenshots

Pricing Details

ConvergeHub

General

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

ConvergeHub Editions & Modules

Edition
Lite$91
Professional$291
Premium$591
  1. per user - per month
Additional Pricing Details

Dubsado

General

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

Dubsado Editions & Modules

Additional Pricing Details

Rating Summary

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