Deltek Vision (legacy product) vs. Dubsado

It is very well suited for Project Accounting - we have thousands of Project codes in the system. I wish it were easier to make changes to data already entered. You have to jump through hoops to make any changes or corrections and timing is everything.

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

• Deltek is a very integrated system for accounting purposes. It stores documents as support for postings (e.g. AP invoices) so you can easily access the source information.
• Time tracking for our consultants is a must and Deltek has a good platform for tracking time and for accounting for time.
• Deltek has the ability to run almost any kind of report that you could possibly think of! There are fields for almost everything and if there aren't specific fields you can add them.

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

• Deltek Vision's use of the desktop browser interfaces could use some major upgrades. It's not very user-friendly. When a field is left blank it would prevent the user from saving the timesheet but would not clearly inform the user where the error has occurred.
• Deltek Vision should provide a simple method to print summaries like have its own built-in pdf export program instead of relying on a 3rd party program like Adobe.

Incentivized

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

Incentivized

Because we are looking to upgrade to the next software level of Deltek.

Incentivized

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

Incentivized

It's on the verge of being awesome. Right now it's a matter of money -- if you have the money to hire consultants round the clock, yeah this is awesome.

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

99% of the customer service specialists and technicians that I've encountered are quite awesome!

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

We have used Deltek Vision and previous versions (names) of the product since the early 1990's. We are engaged in the system and are committed to the continued use of the product. I have long supported the value added to our company and benefits realized by our users.

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

• We went from using a DOS-based accounting system that all the management had to go to Accounting for a weekly printout of status reports, and there wasn't much visibility into the network. Deltek Vision gave our PMs and management information at their fingertips, without having to wait on someone else to get the info.
• A lot of quality control was handled outside of an electronic system through Microsoft Excel forms. With Deltek Vision's user-defined functions, we were able to bring those functions into a system that could then be reported on, send automatic reminders, and create dashboards. This has been hugely beneficial in not losing sight of action items etc.

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