Likelihood to Recommend DemandTools is perfect for any system that constantly adds new records to its database. For example, in higher education, we are constantly purchasing search names from various vendors and DemandTools allows us to make sure we are not doubling up on the same records. It saves us money in the long run as we are not mailing out multiple copies of our brochures to the same person.
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 PowerGrid can review and make the updates simultaneously. Single Table Dedupe makes merg[ing] the records easy and can make updates at the same time. BulkBackup [is] just one click, majority data got updated. Scenarios save a lot of time for similar working load. 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 I wish I could make changes to my existing scenarios using save rather than having to create a whole new scenario. Maybe you can, I just haven't been able to. Some features aren't user intuitive and it takes a while to learn. Laura Ferro Senior Coordinator of Admissions Communications
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 It's a great product. The only thing that holds us back is it was frustrating working with their sales team. We also don't like that when Validity purchased DemandTools they immediately started charging us quite a bit while it had been free for non-profit users when CRMFusion owned it. They also don't let you buy it for just 1 or 2 seats, you have to pay, I believe, in batches of 100 seats.
Read full review There are some similar programs out there that are offering ambassador accounts.
Read full review Usability Allows for control in uploading lists, saved processes for checking duplicate records. Allows for backup files and quick reverts if something goes wrong. Extends reporting when Salesforce.com cannot support specific pieces of info being put together in a report. Automated processes for set and forget hygiene tasks
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 Reliability and Availability There has not been a time since I started 9 months ago that I've encountered any kind of downtime.
Mike Malone Assistant Director of Systems Support and Training
Read full review Performance DemandTools is a bit clunky and slow at times
Read full review Support Rating Support can be slow so do not expect quick turn for urgent issues. Help for specific queries not not there. Product tech support is offered. It would be great if query support, even if paid, was offered The training webinars help with the basics but not much if you need advanced functionality.
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 Online Training The trainings are free live webinars that give you a solid base for getting started with the program. The only weakness is they don't have any advanced classes.
Read full review Implementation Rating I had just started using Salesforce about 3 months before I did the implementation myself, and it was easy to do just following their step-by-step instructions.
Read full review Alternatives Considered Though RingLead has much more to offer in terms of automation (and it is in Salesforce rather than a separate program), DemandTools still has our heart. DemandTools is very cost-friendly and we were able to increase the value of DemandTools by programming in additional saved scenarios. I decreased admin time in the DemandTools suite by approximately 25% after implementing saved scenarios for every reoccurring update or list upload.
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 Scalability It's done everything we've needed it to do.
Mike Malone Assistant Director of Systems Support and Training
Read full review Return on Investment It is a tremendous time saver. It does things Salesforce doesn't even have the capability to do. Tasks that would take hours to manually complete. We can process a tremendous amount of data daily through one person, vs. weeks for the data to be cleaned, reviewed, routed and input. Saves on headcount by allowing a dedicated user to set up batches and jobs for other teams to ensure their data integrity. The return on investment isn't easily quantifiable but it is FELT in our department. 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