Dubsado vs. Sage CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Dubsado
Score 8.3 out of 10
N/A
Dubsado, 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]
Sage CRM
Score 7.9 out of 10
Mid-Size Companies (51-1,000 employees)
Sage CRM is an SMB-oriented CRM platform offered in both SaaS and on-premise editions. Unlike the Sage SalesLogix product, the SaaS version is a true multi-tenant offering. The platform offers excellent integration with Sage ERP and accounting products. It is also a good global solution and is available in many languages and is used by over 12,000 customers worldwide, with many customers in Europe.
$33
per month
Pricing
DubsadoSage CRM
Editions & Modules
Monthly Plan
$35.00
Per Month [3 Users]
Yearly Plan
$350.00
Per Year [3 Users]
Sage CRM (cloud)
$45
Per User per Month
Sage CRM (on premise)
Lifetime License per Seat
Offerings
Pricing Offerings
DubsadoSage CRM
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 monthTiered pricing is available for multiple users.
More Pricing Information
Features
DubsadoSage CRM
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Dubsado
9.0
9 Ratings
16% above category average
Sage CRM
8.8
17 Ratings
14% above category average
Customer data management / contact management8.88 Ratings9.017 Ratings
Workflow management9.49 Ratings8.616 Ratings
Opportunity management8.95 Ratings8.917 Ratings
Integration with email client (e.g., Outlook or Gmail)9.17 Ratings9.016 Ratings
Contract management9.69 Ratings8.614 Ratings
Quote & order management8.87 Ratings9.016 Ratings
Interaction tracking9.17 Ratings9.216 Ratings
Channel / partner relationship management8.03 Ratings8.716 Ratings
Territory management00 Ratings8.517 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Dubsado
8.2
3 Ratings
9% above category average
Sage CRM
8.1
16 Ratings
8% above category average
Case management7.23 Ratings8.016 Ratings
Call center management10.01 Ratings8.215 Ratings
Help desk management7.32 Ratings8.214 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Dubsado
8.1
6 Ratings
7% above category average
Sage CRM
8.7
16 Ratings
14% above category average
Lead management8.16 Ratings8.816 Ratings
Email marketing00 Ratings8.715 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Dubsado
7.6
9 Ratings
0% above category average
Sage CRM
9.0
17 Ratings
17% above category average
Task management6.78 Ratings9.016 Ratings
Billing and invoicing management8.49 Ratings9.015 Ratings
Reporting7.77 Ratings9.113 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Dubsado
8.3
6 Ratings
9% above category average
Sage CRM
8.6
17 Ratings
12% above category average
Forecasting8.93 Ratings8.716 Ratings
Pipeline visualization8.46 Ratings8.416 Ratings
Customizable reports7.66 Ratings8.717 Ratings
Customization
Comparison of Customization features of Product A and Product B
Dubsado
8.8
9 Ratings
15% above category average
Sage CRM
8.6
17 Ratings
13% above category average
Custom fields8.39 Ratings8.517 Ratings
Custom objects8.46 Ratings8.516 Ratings
Scripting environment9.92 Ratings9.016 Ratings
API for custom integration8.55 Ratings8.314 Ratings
Security
Comparison of Security features of Product A and Product B
Dubsado
7.9
6 Ratings
5% below category average
Sage CRM
8.7
17 Ratings
4% above category average
Single sign-on capability7.83 Ratings8.717 Ratings
Role-based user permissions8.05 Ratings8.813 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Dubsado
6.9
2 Ratings
5% below category average
Sage CRM
9.4
13 Ratings
26% above category average
Social data6.92 Ratings9.513 Ratings
Social engagement6.92 Ratings9.313 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Dubsado
4.7
3 Ratings
41% below category average
Sage CRM
9.0
14 Ratings
23% above category average
Marketing automation5.53 Ratings9.114 Ratings
Compensation management4.02 Ratings8.912 Ratings
Platform
Comparison of Platform features of Product A and Product B
Dubsado
6.9
2 Ratings
9% below category average
Sage CRM
7.8
16 Ratings
4% above category average
Mobile access6.92 Ratings7.816 Ratings
Best Alternatives
DubsadoSage CRM
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Salesmate
Salesmate
Score 9.8 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Enterprises
Creatio
Creatio
Score 9.2 out of 10
Creatio
Creatio
Score 9.2 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
DubsadoSage CRM
Likelihood to Recommend
9.4
(9 ratings)
8.9
(28 ratings)
Likelihood to Renew
8.0
(1 ratings)
5.1
(11 ratings)
Usability
8.9
(5 ratings)
8.9
(11 ratings)
Performance
-
(0 ratings)
8.2
(1 ratings)
Support Rating
9.2
(5 ratings)
7.9
(8 ratings)
In-Person Training
-
(0 ratings)
7.0
(1 ratings)
Implementation Rating
-
(0 ratings)
8.0
(1 ratings)
User Testimonials
DubsadoSage CRM
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.
Read full review
Sage
as it is a very flexible software that can be adapted to any business model, other functions human resource management, manufacturing and supply chain planning, all these functions are housed in a highly technological interface. I liked this system because it made automating accounts payable so much easier.the control of the basic accounting of any type of company
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.
Read full review
Sage
  • When in client profile, it is very intuitive, allowing you to easily transcribe notes in the clients profile.
  • Sage allows 3rd party plugins, so if you utilize a particular phone services or would like to import something as simple as google drive, its compatible.
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
Read full review
Sage
  • Reliance on Apache Tomcat causes a lot of headaches. There are common issues trying to start up the server, resulting from Apache Tomcat misconfigurations, or Java. Some forum posts on Sage City address common issues, but digging into server logs seems to be an often occurrence.
  • Support is somewhat lacking, less user install base means error messages are sometimes hard to find quick answers for. Most of the knowledge found on the internet is in the Sage City forum.
  • Integration with Microsoft 365 causes you to have to turn off some security features. This will result in your 365 tenants running lower security standards than recommended, it may put you at risk for targeted attacks.
Read full review
Likelihood to Renew
Dubsado
There are some similar programs out there that are offering ambassador accounts.
Read full review
Sage
There are really no other words to say, it is a very easy to use application that is more straightforward and has provided better results with the bulk of features that appeal to a very broad amount of users. There may be other CRM platforms out there that are more prevalent, but I have found them to be much more clunky and less intuitive than Sage CRM.
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
Read full review
Sage
Excellent integration with the most important social networks (LinkedIn, Facebook and Twitter) to get leads. The mobile app is quite useful for speeding up the tasks at hand and not relying on the computer or being in the office to get them done.
Read full review
Performance
Dubsado
No answers on this topic
Sage
Sage works very quickly based on the network you are using it on. It is internet based so if your network is slow, it will perform slowly. Reports seem to run reasonably fast, if there is too much information it is trying to populate that could slow it down a little. When Sage CRM is integrated with a Sage ERP product it doesn't tend to slow down either system at all
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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
Read full review
Sage
Support team is really slow and they need to work on this really. Sometimes it takes days to resolve a simple query and there is no way to get it expedited. Rest the product is is amazing but the team should look into the costumer support and get it working
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In-Person Training
Dubsado
No answers on this topic
Sage
Most training would come after a upgrade. Otherwise we would self teach new employees. Training was with a Sage Software partner SWK technologies.
Read full review
Implementation Rating
Dubsado
No answers on this topic
Sage
The implementation and upgrades were rather quick and straight forward. Attempting to link Sage CRM with Sage 100 ERP however was a nightmare and will be avoided by us in the future due to numerous issues.
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
Read full review
Sage
Whilst SAGE CRM was selected around 10 years ago and we became a partner, the main contenders would have been at the time Sales Logix and MS CRM 4.0. However, we had extensive experience of the mid-market CRM's and decided on SAGE CRM since it had a clean, easy to understand interface and importantly offered both workflow automation and Self Service capability, all of which across both the Case and Sales and Marketing functionality was seamless and saved time. As it was pure browser based, access was from anywhere we wanted. In my view, SAGE CRM still stacks up well against all the other mid-market CRM systems and offers good value for money, but more importantly, it is an easy to operate and customisable solution which user like. Again, we can teach administration users very quickly to support and customise themselves since the admin. function are clear as well.
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
Read full review
Sage
  • It is very affordable in pricing, compared to competitors
  • Lead management and convertion into prospects is also a very easy process
  • Lead capture from web pages should be available, and better ways to capture leads from tradeshows by uploading directly from scanned business cards
Read full review
ScreenShots