What users are saying about
9 Ratings
2 Ratings
9 Ratings
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Score 9.2 out of 100
2 Ratings
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Score 7 out of 100

Likelihood to Recommend

Dubsado

I would say it's best suited for small businesses (solo entrepreneurs or less than 10 employees) who work on a project basis.
Morgan Specht | TrustRadius Reviewer

PlanPlus

PlanPlus Online is great to split regional sales activities. PlanPlus Online is great in office environments but difficult to use on the road.
Ulrich (Uli) Nielen | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Dubsado
7.6
PlanPlus
7.2
Customer data management / contact management
Dubsado
8.8
PlanPlus
8.0
Workflow management
Dubsado
6.5
PlanPlus
7.0
Opportunity management
Dubsado
7.5
PlanPlus
6.0
Integration with email client (e.g., Outlook or Gmail)
Dubsado
8.3
PlanPlus
6.0
Contract management
Dubsado
9.5
PlanPlus
7.0
Quote & order management
Dubsado
9.3
PlanPlus
7.0
Interaction tracking
Dubsado
3.0
PlanPlus
7.0
Territory management
Dubsado
PlanPlus
9.0
Channel / partner relationship management
Dubsado
PlanPlus
8.0

Marketing Automation

Dubsado
6.4
PlanPlus
6.5
Lead management
Dubsado
6.4
PlanPlus
6.0
Email marketing
Dubsado
PlanPlus
7.0

CRM Project Management

Dubsado
8.4
PlanPlus
6.7
Task management
Dubsado
6.0
PlanPlus
6.0
Billing and invoicing management
Dubsado
10.0
PlanPlus
7.0
Reporting
Dubsado
9.3
PlanPlus
7.0

CRM Reporting & Analytics

Dubsado
5.8
PlanPlus
7.4
Forecasting
Dubsado
6.0
PlanPlus
8.0
Pipeline visualization
Dubsado
6.0
PlanPlus
7.0
Customizable reports
Dubsado
5.3
PlanPlus
7.0

Customization

Dubsado
5.1
PlanPlus
7.3
Custom fields
Dubsado
8.5
PlanPlus
7.0
Custom objects
Dubsado
9.0
PlanPlus
7.0
Scripting environment
Dubsado
1.0
PlanPlus
8.0
API for custom integration
Dubsado
2.0
PlanPlus
7.0

Security

Dubsado
6.0
PlanPlus
7.0
Single sign-on capability
Dubsado
5.0
PlanPlus
6.0
Role-based user permissions
Dubsado
7.0
PlanPlus
8.0

Social CRM

Dubsado
1.0
PlanPlus
7.0
Social data
Dubsado
1.0
PlanPlus
7.0
Social engagement
Dubsado
1.0
PlanPlus
7.0

Integrations with 3rd-party Software

Dubsado
1.0
PlanPlus
7.0
Marketing automation
Dubsado
1.0
PlanPlus
7.0
Compensation management
Dubsado
1.0
PlanPlus
7.0

Platform

Dubsado
1.0
PlanPlus
6.0
Mobile access
Dubsado
1.0
PlanPlus
6.0

Customer Service & Support

Dubsado
PlanPlus
7.0
Case management
Dubsado
PlanPlus
7.0
Call center management
Dubsado
PlanPlus
8.0
Help desk management
Dubsado
PlanPlus
6.0

Pros

Dubsado

  • Invoicing: makes receiving payments easy for myself and clients
  • Forms: customizable and easy to set up
  • Email
Emilie Smith | TrustRadius Reviewer

PlanPlus

  • Drip marketing
  • Great customer service, Heather and Danielle were phenomenal!
  • Relatively easy to use, learn and personalize.
Jim Grauel, Jr. | TrustRadius Reviewer

Cons

Dubsado

  • Sometimes it's hard to see the buttons, like the ADD button. Maybe it could be in a darker color?
🧁Mary BRANDT, M.A.🧁 | TrustRadius Reviewer

PlanPlus

  • The synching did not always work well, especially for people on the road in remote areas.
  • Offline handling needs to be easier and faster.
  • Very complex CRM.
Ulrich (Uli) Nielen | TrustRadius Reviewer

Alternatives Considered

Dubsado

Dubsado overall is so multifunctional that the other platforms didn't stand a chance. I will say I do use ClickUp alongside Dubsado. Dubsado isn't super awesome for task organization and management, but ClickUp blows all the other task management software out of the water. Combining the two has been a game changer for sure.
Heather Herring | TrustRadius Reviewer

PlanPlus

Initially went with PlanPlus Online due to cost and ease of getting started, plus the team was extremely accessible. Once we grew and saw the value of the CRM we switched the whole company over to Salesforce so we could integrate all of our systems into one.
Jim Grauel, Jr. | TrustRadius Reviewer

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
Morgan Specht | TrustRadius Reviewer

PlanPlus

  • Good ROI on our international team.
  • Very good to track records and faster sales success when discipline is followed.
Ulrich (Uli) Nielen | TrustRadius Reviewer

Screenshots

Pricing Details

Dubsado

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Dubsado Editions & Modules

Additional Pricing Details

PlanPlus

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
$1,500*

* Up to 12 hours of Account Configuration Assistance Setup Include: Provision accounts and licenses (1hr), Kick-off Call (1 hr), and 10 additional hours of account configuration assistance to be used toward the following items, as needed by customers internal administrator: User Setup, Record Access, & Personal Preferences; Data Migration; Custom Fields & Page Layouts; Web-forms & Surveys; Views & Reports; Standard Sales Processes; Project Templates. Exact accomplishments may vary from this list based on Administrator's skills and requirements.

PlanPlus Editions & Modules

Edition
PlanPlus Online Planner Edition$69.991
PlanPlus Online Professional Edition$34.992
PlanPlus Online Business Edition$199.993
  1. Per/Year
  2. Per User per Month
  3. per 5 users/per month
Additional Pricing Details

Rating Summary

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