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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Dubsado

    Score8.4 out of 10
    N/ADubsado, from the company of the same name Burbank, is a small business technology management solution, providing contact and contract management, invoicing, and calendaring, in an all-in-one solution.

    $35

    Per Month [3 Users]

    Nutshell

    Score9.2 out of 10
    N/ANutshell offers a CRM with contact management, calendar sync, click-to-call, and collaboration features.

    $19

    per month per user

    Pricing
    DubsadoNutshell
    Editions & Modules
    Monthly Plan
    $35.00
    Per Month [3 Users]
    Yearly Plan
    $350.00
    Per Year [3 Users]
    Foundation
    $19
    per month per user
    Growth
    $32
    per month per user
    Pro
    $49
    per month per user
    Business
    $67
    per month per user
    Enterprise
    $89
    per month per user
    Offerings
    Pricing Offerings
    DubsadoNutshell
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional DetailsFor Additional Users: 4-10 users $25.00 per month; 11-20 users $45.00 per month; 21-30 users $60.00 per month15% discount for annual pricing.
    More Pricing Information
    Community Pulse
    DubsadoNutshell
    Considered Both Products
    Dubsado
    No answer on this topic
    Nutshell Inc.
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    5 Answers
    No answers on this topic
    Delivers good value for the price
    100%
    Delivers good value for the price
    5 Answers
    No answers on this topic
    Happy with the feature set
    100%
    Happy with the feature set
    5 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    100%
    Lived up to sales and marketing promises
    5 Answers
    No answers on this topic
    Implementation went as expected
    100%
    Implementation went as expected
    5 Answers
    No answers on this topic
    Features
    DubsadoNutshell
    Sales Force Automation
    Comparison of Sales Force Automation features of Dubsado and Nutshell CRM
    Feature
    Dubsado
    9.0
    9 Ratings
    14% above category average
    Nutshell CRM
    9.2
    15 Ratings
    16% above category average
    Customer data management / contact management8.88 Ratings9.114 Ratings
    Workflow management9.49 Ratings10.013 Ratings
    Opportunity management8.95 Ratings10.010 Ratings
    Integration with email client (e.g., Outlook or Gmail)9.17 Ratings8.014 Ratings
    Contract management9.69 Ratings10.01 Ratings
    Quote & order management8.87 Ratings9.69 Ratings
    Interaction tracking9.17 Ratings8.012 Ratings
    Channel / partner relationship management8.03 Ratings8.43 Ratings
    Territory management00 Ratings10.08 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Dubsado and Nutshell CRM
    Feature
    Dubsado
    8.2
    3 Ratings
    6% above category average
    Nutshell CRM
    10.0
    7 Ratings
    26% above category average
    Case management7.23 Ratings10.06 Ratings
    Call center management10.01 Ratings10.05 Ratings
    Help desk management7.32 Ratings10.01 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Dubsado and Nutshell CRM
    Feature
    Dubsado
    8.1
    6 Ratings
    5% above category average
    Nutshell CRM
    8.9
    14 Ratings
    14% above category average
    Lead management8.16 Ratings9.713 Ratings
    Email marketing00 Ratings8.012 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Dubsado and Nutshell CRM
    Feature
    Dubsado
    7.6
    9 Ratings
    1% below category average
    Nutshell CRM
    9.4
    13 Ratings
    20% above category average
    Task management6.78 Ratings9.712 Ratings
    Billing and invoicing management8.49 Ratings8.42 Ratings
    Reporting7.77 Ratings10.09 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Dubsado and Nutshell CRM
    Feature
    Dubsado
    8.3
    6 Ratings
    8% above category average
    Nutshell CRM
    10.0
    13 Ratings
    27% above category average
    Forecasting8.93 Ratings10.010 Ratings
    Pipeline visualization8.46 Ratings10.012 Ratings
    Customizable reports7.66 Ratings10.012 Ratings
    Customization
    Comparison of Customization features of Dubsado and Nutshell CRM
    Feature
    Dubsado
    8.8
    9 Ratings
    14% above category average
    Nutshell CRM
    9.9
    11 Ratings
    26% above category average
    Custom fields8.39 Ratings9.511 Ratings
    Custom objects8.46 Ratings10.06 Ratings
    Scripting environment9.92 Ratings10.02 Ratings
    API for custom integration8.55 Ratings9.96 Ratings
    Security
    Comparison of Security features of Dubsado and Nutshell CRM
    Feature
    Dubsado
    7.9
    6 Ratings
    6% below category average
    Nutshell CRM
    9.6
    4 Ratings
    13% above category average
    Single sign-on capability7.83 Ratings9.63 Ratings
    Role-based user permissions8.05 Ratings9.63 Ratings
    Social CRM
    Comparison of Social CRM features of Dubsado and Nutshell CRM
    Feature
    Dubsado
    6.9
    2 Ratings
    8% below category average
    Nutshell CRM
    9.7
    9 Ratings
    25% above category average
    Social data6.92 Ratings9.39 Ratings
    Social engagement6.92 Ratings10.02 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Dubsado and Nutshell CRM
    Feature
    Dubsado
    4.7
    3 Ratings
    46% below category average
    Nutshell CRM
    10.0
    2 Ratings
    28% above category average
    Marketing automation5.53 Ratings10.02 Ratings
    Compensation management4.02 Ratings10.02 Ratings
    Platform
    Comparison of Platform features of Dubsado and Nutshell CRM
    Feature
    Dubsado
    6.9
    2 Ratings
    10% below category average
    Nutshell CRM
    9.1
    13 Ratings
    18% above category average
    Mobile access6.92 Ratings9.113 Ratings
    Best Alternatives
    DubsadoNutshell
    Small Businesses
    Salesflare
    Score10 out of 10
    Salesflare
    Score10 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Kintone
    Score9.7 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Oracle Sales
    Score8.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    DubsadoNutshell
    Likelihood to Recommend
    9.4
    (9 ratings)
    9.7
    (15 ratings)
    Likelihood to Renew
    8.0
    (1 ratings)
    10.0
    (1 ratings)
    Usability
    8.9
    (5 ratings)
    8.7
    (5 ratings)
    Support Rating
    9.2
    (5 ratings)
    9.5
    (2 ratings)
    Implementation Rating
    -
    (0 ratings)
    8.0
    (1 ratings)
    User Testimonials
    DubsadoNutshell
    Likelihood to Recommend
    Dubsado
    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
    Read full review
    Nutshell Inc.
    This can be used for different industries, healthcare, IT, retail or any company with a customer service line, big or small. if i had to ask, i would say "Do you have any type of filing system that you use?" "anything where you are keeping track of personal/ business information." Do you need access to information on a day to day basis? If they do , then this can be used , especially if you need to keep track of the numbers; we like how we can see if are things going up or down.
    Read full review
    Pros
    Dubsado
    • 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
    Read full review
    Nutshell Inc.
    • Customization - we are able to make Nutshell make the most sense for our company and processes
    • Scheduling - the ability to set tasks allows us to never forget a follow-up call or email
    • Tags - allow us to prioritize leads and segment our customers and potential customers
    • Communication - the ability to tag colleagues in notes for callbacks or updates to accounts is very helpful to keep everyone on the same page
    • Email History - being able to blind copy all our email communication to Nutshell, allows us to have email threads and notes all in one place
    Incentivized
    Read full review
    Cons
    Dubsado
    • the task list feature is very basic
    • the UI is a little clunky
    • more integrations with other software such as Clickup
    Incentivized
    Read full review
    Nutshell Inc.
    • integration with email doesn't work as advertised
    • would like integration with quickbooks
    • If there is a misspelling in any one email address, you can not send a mass email. You must go back and correct each error before it can send.
    Incentivized
    Read full review
    Likelihood to Renew
    Dubsado
    There are some similar programs out there that are offering ambassador accounts.
    Incentivized
    Read full review
    Nutshell Inc.
    This is perfect for a small business / Home based business with SaaS. Nutshell constantly adds new features and the price is much better than more robust software like Salesforce.
    Incentivized
    Read full review
    Usability
    Dubsado
    There is a learning curve to Dubsado, however, you can create a basic setup easily using the training videos provided by the platform
    Incentivized
    Read full review
    Nutshell Inc.
    Extremely easy to use and they help you throughout the process. I find it not challenging, an effective utility to help us prioritize and engage efficiently at a reasonable price point. We enjoy working with the team there and they're easy to access. I've already recommended it to two colleagues
    Incentivized
    Read full review
    Support Rating
    Dubsado
    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
    Read full review
    Nutshell Inc.
    Nutshell's support team has always been great and they tend to go above and beyond. They are polite, friendly, personable and great listeners. They are also great about sending follow up emails too.
    Incentivized
    Read full review
    Implementation Rating
    Dubsado
    No answers on this topic
    Nutshell Inc.
    Implementation is difficult everytime but this was relatively simple due to the small amount of data we moved
    Incentivized
    Read full review
    Alternatives Considered
    Dubsado
    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
    Read full review
    Nutshell Inc.
    When I first started with BCI, they were using ACT!. It was hard to navigate and there were a lot of spots for duplicate information that made it hard to know if you were in the right spot or not. Then if you had trouble, you would spend 3 hours on the phone with customer service and often they would not even be able to find a solution. I would not recommend ACT! to anyone. Since getting nutshell, I have learned a bit about Cosential and I know that it is more catered to the construction industry and can help with proposal creation, so I think that may be something we consider in the not-too-near future.
    Incentivized
    Read full review
    Return on Investment
    Dubsado
    • 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
    Read full review
    Nutshell Inc.
    • Nutshell CRM has had a major impact on ROI. The last program we used cost more and had fewer features and accessibility.
    • One negative impact is its email functions. As stated before in this review I need to be able to send large attachments and pics through email and Nutshell is very limited when it comes to that.
    Incentivized
    Read full review
    ScreenShots

    Nutshell Screenshots

    Screenshot of Nutshell's dashboard, mobile app, and sales metrics.Screenshot of the interface to build custom pipelines.Screenshot of where to measure contact engagement with Nutshell Marketing emails, forms, website traffic, and landing pages.Screenshot of the interface to engage with website visitors and leads throughout the buying journey via multiple channels using Nutshell Engagement. Channels include SMS, AI webchat, WhatsApp, Facebook Messenger, and Instagram DMs.Screenshot of Quotes & Invoices, where users can create, send, and monitor custom quotes and invoices without leaving Nutshell.