Dubsado vs. Less Annoying 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

Less Annoying CRM is an excellent system for us as we log everything we do with a customer and has easy access to the imfromation later. May sound "of course" but this is by far the easiest CRM I've ever worked with during my 30 years in sales. Follow-up and scheduling is easy managable as well as designing forms and fields our selves. Less Annoying CRM has a good list of plug'ins to other software for integrational puposes. Most important to us is support when needed. Less Annoying CRM excels in its support. Don't hesitate, it doesn't do everything, but get started and get surprised

• 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

• Simple, intuitive usage
• Daily agenda emails
• Ease of moving calendar / action items around, closing out
• Customer service is extremely responsive, they don't hide behind a "contact us" form on their website as so many companies seem to do. You can readily reach them by phone!

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

Incentivized

• The one thing I was looking for is a place to manage multiple businesses with one project. Like if I am selling a "summer camp guide," I would like to have info for sales in one place with multiple contacts and businesses. LACRM customer service provided a workaround for me by suggesting I set up a specific pipeline for each project and them put each business in there. It is working great and, actually, a much better way to manage the project than I have originally intended.
• I really don't have anything else to add. LACRM is perfect for us.

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

Incentivized

Excellent product which meets my needs of a complex industry

There is a learning curve to Dubsado, however, you can create a basic setup easily using the training videos provided by the platform

Incentivized

The biggest reason I came to Less Annoying CRM was how simple it was to use and how powerful it is. The learning curve is very small, and I was able to start using it in a productive way right from the beginning. When I had questions or asked for suggestions the CRM Coaches at the company responded immediately and made sure my questions were answered.

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

I can't stress enough, how Less Annoying CRM's Customer Service is the absolute best thing. You're never going to be waiting weeks for a response. You're always going to know someone will call you back. They don't forget you or lose your ticket. And If you don't THINK something can be done with Less Annoying CRM, write or call Customer Service, and they are sure to have a wealth of information and ideas to offer you. They really are about helping you find simple solutions that work! They are SMART about workflows and productivity!

Incentivized

After explaining that I was moving from Salesforce and the problems I was encountering, they took over and implemented the data in such a quick and efficient way, I was looking for the other shoe to drop but they did an amazing job so very impressed

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

HubSpot has a huge selection of tools, reports, integrations and supports that Less Annoying does not have. It is not comparable in price or functionality - but I am comparing it because it was the last CRM I used before I used Less Annoying, and it made me realize that if you don't need all the bells and whistles, but you just need to track your Customers and manage your leads and you don't want to spend a lot of money, Less Annoying CRM is the way to go.

• 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

• Not just storage of information, but utilizing that information to build stronger relationships with clients
• Because it's web-based, we can be at our desk or on the road and still have the full functionality of the CRM at our fingertips, which helps us keep focusing on sales!