Likelihood to Recommend 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 We were using [SalesOutlook CRM] for a seamless experience when it comes to managing clients and their databases in a uniform way. I personally think this tool is a bit hard to learn & is most recommended to someone with prior experience with using Microsoft products.
Read full review Pros 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 It makes it easy to transfer information It is easy to view in conjunction with Outlook Keeps people accountable for details in the file Read full review Cons the task list feature is very basic the UI is a little clunky more integrations with other software such as Clickup Read full review Does not sync all contact info Does not sync all SFDC info regarding account Read full review Likelihood to Renew There are some similar programs out there that are offering ambassador accounts.
Read full review Usability 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 The tool lives up to its expectation and completely ticks all the required boxes. Starting from its intuitive features to the post-sales support everything is on point and this makes the end-user experience more hassle free.
Read full review Support Rating 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 Easy to implement and utilize. Provides the ultimate in efficiency in my workload
Read full review Alternatives Considered 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 I have never used a similar product to this. So far my experience with this product is pretty good. I would recommend it to colleagues and other businesses
Read full review Return on Investment 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 Saves time. Lets us focus on more important task. Helps in managing client communication more effectively. Read full review ScreenShots