Dubsado vs. PlanPlus Online

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.

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I would recommend this for businesses that have the time to invest in doing things the right way. Garbage in equals garbage out. If you can get over the somewhat steep learning curve and adopting their process this product would be a good fit. If you are short on time (and maybe cash) you may want to look for a simpler and less expensive solution.

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• 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.

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• Weekly and Monthly Planner is very productive.
• Task Delegation and Pipeline Tracker are easy to use and efficient.
• Goal Planning helped us as well to identify our chances.

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

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• When it came time to move on due to larger issues the friendliness was not there from the account reps. We did not leave due to them, but due to our growth and need for more.
• The inability to make personalized the labels for our insurance terms.

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

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

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It's great once you get the hang of it. I feel like it could be cleaned up a little. Some elements could be moved around or hidden. Overall it's a solid UI

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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

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There are some cases where we just need something simple to get the job done. In our case, we needed a solution with a lot features for our complex setup. A lot of CRMs fell short. PlanPlus Online didn't. They had everything we needed. We didn't have to rely on multiple disparate solutions, and it was within our budget.

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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

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PlanPlus Online is much nicer than Salesforce and also much faster.

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• 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

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• Better lead management
• Increased lead efficiencies with drip programs

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info