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

I am giving it a 9 rating out of 10 because it has saved my job and helped my team to cracks very big deals. Last year, we were supposed to give a presentation to a client as we were about to sign him for a project. The client asked for our numbers in a real meeting, but we hadn't prepared them for our presentation. I logged in to HubSpot CRM and created a small report that included the relevant numbers. This turned out to be a very good decision for our company, as we subsequently signed that client.

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

• Timeline view and conversation log is extremely helpful and an underrated feature; this is in addition to the entire user profile view.
• Task management is simple but effective.
• Deal and company tracking with stakeholder management inside companies / deals is very handy; we know what is happening even though we might not be directly working on it.
• Gmail integration is quite smooth along with email tracking.

Incentivized

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

Incentivized

• More of an integration issue I think than a problem with HubSpot CRM, but we have AirCall integrated for direct phone lines and synching with individual users for outbound calls. Opening Aircall to make an outbound call automatically generates a new client - unattached to a company record as an orphan.
• Historical records with activities is awesome but when creating a deal it isn't always a choice to capture last 30 days of history. When it is an option and you click to add that to a deal you can see all the activity items and people who have done anything with the "file".
• I would like to see more native options for automation.

Incentivized

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

Incentivized

Thus far, our company has found HubSpot CRM to be a reliable service that serves its purpose well: a centralized business contacts database, accessible remotely, with a simple and visually-pleasing interface. Issues are non-existent or resolved quickly, and when the service is experiencing interruptions, notifications and/or updates are sent regularly.

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 am giving it this rating because it has helped us keep track of leads, it saved us a lot of time by automating tasks, and it makes it easy for different teams to work together. It is user-friendly and has improved our approach to communicating with customers and closing deals.

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

We've been using Hubspot for years and don't foresee making any changes away from it. It has been fully integrated into how our business operates. We ultimately selected HubSpot CRM because it had all the features and functions that our marketing, sales, and operations teams wanted. And it offered those features and functions at the right price point for our organization.

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

• We were able to track good quality leads and push them to closure.
• The leads were contacted within 24 hours so lead drops were minimum.
• The sales and marketing team were accountable for generating leads and driving revenue becasue of AI-generated Targets.

Incentivized