Dubsado vs. HubSpot CRM

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

In my last position at a SAAS company, I used Salesforce and HATED IT. It was so clunky, and when I used HubSpot, it was like a breath of fresh air. Any company that does customer interactions and sales needs Hubspot. There is a TON of room for customization, which is AMAZING. I don't see anywhere that it wouldn't be a good fit.

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 tracks emails including opens, clicks, and keeps a great log.
• I love how they give you options to build your own reports as well as some templated reports as well.
• It creates an easy way to work with your colleagues even if its remote positions.

Incentivized

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

Incentivized

• Pricing - HubSpot offers a number of great features in the free version however the paid options can be pricey.
• The free version could do with more options in some of the additional areas such as the marketing platform. Although there are some options included, they are very limited.

Incentivized

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

Incentivized

To be honest there are some barriers due to which we are unable to use Hubspot at it's full potentials. The region that we work in has some restrictions that don't allow us to make calls or text which leaves us to just Email to the client.

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 think the usability is great. I am able to train a new agent with zero experience in our process with HubSpot in a day or less. They can be proficient in using HubSpot quickly, the way I've designed it to work, in less than a week. I am able to load new leads, set calling campaigns, and start prospecting quickly. I've even had to call customer service for help, and they were super helpful.

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

Because when I needed help HubSpot responded immediately and provided me with the information I needed which enabled me to realize that HubSpot was even more customizable and easier to use than I thought! And I already thought HubSpot was very user friendly and easy to use, and then Support showed me how to manipulate the settings, columns and the appearance of the tool.

Incentivized

If you've had any prior experience with cloud based marketing automation or group communication tools, you can do the implementation without paid outside support. Though getting to a SLA (service level agreement) would be best achieved with the help of a third party who can facilitate

Incentivized

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

Salesforce requires a lot of in-depth knowledge both to implement and to manage. I found it to be quite clunky and there was an additional overhead for any marketing functionality, that wasn't up to par. Whilst Zoho had some good features, in practice the CRM was difficult to manage, customer support was non-existent, and like Salesforce, required 3rd party support agents in order make simple changes. comparison, HubSpot allows the user to make many changes themselves such as adding and mapping properties, and also has excellent customer service. Combined with a well-rounded offer in terms of marketing, analytics and a good CRM, HubSpot stands out as the clear winner.

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

• Automation helps to save time so that we can reach out to more prospecting or save time that can be spent on more strategic sales tasks like deal management
• Visibility/collaboration helps connect marketing and sales efforts vs them being siloed
• Connection with salesforce helps us to get more out of our CRM spend as we have valuable data insights coming from Hubspot

Incentivized