Dubsado vs. FloristWare

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

FloristWare is well suited for every aspect of the florist business and is adaptable to any size florist company.

• 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

• The reporting tool is powerful - provided the product categories and sales accounts have been well thought through. The fixed reports have been intuitively created; but the export feature makes them even more powerful, so as to be tailor made for the individual business.
• The marketing tools campaign builders, fundraisers, advertising analyzers, etc. are effective and have brought us business we would otherwise not have seen, and saved us money we would otherwise have thrown at the wrong advertisers. Customer data can be pulled and sorted in a multitude of ways, depending on the purpose. We use the marketing tools routinely.
• The financial tools make my life easier. Need to file and pay sales tax? A Sales Report Summary for any date range instantly gives gross sales, taxable sales, sales tax due. Need a current inventory report? A push-button report is generated, by product category. Need to know how this month's sales compare to the same month last year? Not a problem.

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

Incentivized

• I would like to see the ability to save work and continue later (as in pause order entering).
• I would like to see in the future a more advanced routing module.

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

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

I give FloristWare a rating of 10 for usability because I have never had an ounce if difficulty with any of its functions or features.

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

Support is outstanding, Mark wouldn't allow anything less!

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

I have never felt the need to seek out an alternative to Floristware.

• 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

• Has kept us on top of account billing, so positive