Dubsado vs. Hiver

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

Any work environment where more than one team member is able to address certain customer requests. We used to use Groups, but then it was confusing as to whether or not someone responded, and we needed more transparency between team members. Another example is a person emailing with a billing question. We used to reply and add the billing department's email address or forward the email to billing, but with Hiver, simply assigning it to the billing HIVER Inbox allows anyone to reply directly to the customer without the issue of either the customer or team member remembering to reply all or accidentally replying only to the team member forwarding the email.

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

• It's easy to set up, and manage ongoing.
• The customer service and support is amazing- I get check ins, quick responses to enquiries and extras from time to time.
• It knows what it's doing- it's here to take the issue of gmail not being the best when it comes to shared inboxes and it has provided the perfect solution!

Incentivized

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

Incentivized

• There is currently no way to create a support ticket unless related to an email already received. It would be extremely beneficial to be able to take a call and create a support ticket within HIVER based on the call in the same manner that we can create a ticket from an inbound email.

Incentivized

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

Easy to use

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 there, can be slow at times.

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

Hiver was the only option we looked at. There didn't appear to be many alternatives in the market

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

• Hiver has increased the efficiency by which we address emailed questions and concerns.
• Hiver increases transparency between team members.
• Information pertinent to one or more team members is searchable by all applicable team members making it easier to research a situation that otherwise could have been stored in details across separate member email histories.

Incentivized