Dubsado vs. Pobuca

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

It is a great tool for everyone who has a lot of contacts to manage and is not good at keeping contacts. It has the capacity to hold a massive number of contacts and it arranges them so one can effortlessly find any of their contacts without wasting time.

• 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

• Contacts are entered easily.
• It has many options for different types of information you can input.
• The ability to take pictures of business cards and it stores it makes it easier to find at a later date.

Incentivized

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

Incentivized

• Alphabetical display
• Merging contacts (fix screen so only contacts move, not the whole display of action buttons)
• Improve scan quality

Incentivized

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

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

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

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

BizConnect’s customer service was not good and was a bit slow in searching contacts. But Pobuca is the best choice in this regard--from customer service to the ease with which we can add contact into it is amazing. Its flexibility is another major factor in choosing Pobuca. Finding any contact through this software is very simple, but its scanning feature is a bit slow and takes time.

• 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

• Shortened time looking for leads
• Practicality in dialing direct from the app
• Our custom fields help us a lot job-wise

Incentivized