What users are saying about
9 Ratings
31 Ratings
9 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 9.2 out of 100
31 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 7.2 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

SalesOutlook

It is good for situations where you are emailing with clients about pertinent information that needs to be included in the SalesForce account for that client. It is much easier than having to copy and paste. It is not as appropriate for attachments because you cannot attach PDFs etc., to the SalesForce account page from Outlook.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Dubsado
7.5
SalesOutlook
7.0
Customer data management / contact management
Dubsado
8.8
SalesOutlook
7.0
Workflow management
Dubsado
6.5
SalesOutlook
7.0
Opportunity management
Dubsado
7.5
SalesOutlook
5.0
Integration with email client (e.g., Outlook or Gmail)
Dubsado
8.3
SalesOutlook
9.0
Contract management
Dubsado
9.5
SalesOutlook
9.0
Quote & order management
Dubsado
9.3
SalesOutlook
5.0
Interaction tracking
Dubsado
3.0
SalesOutlook
9.0
Territory management
Dubsado
SalesOutlook
5.0
Channel / partner relationship management
Dubsado
SalesOutlook
7.0

Marketing Automation

Dubsado
6.4
SalesOutlook
5.5
Lead management
Dubsado
6.4
SalesOutlook
5.0
Email marketing
Dubsado
SalesOutlook
6.0

CRM Project Management

Dubsado
8.4
SalesOutlook
9.0
Task management
Dubsado
6.0
SalesOutlook
9.0
Billing and invoicing management
Dubsado
10.0
SalesOutlook
Reporting
Dubsado
9.3
SalesOutlook

CRM Reporting & Analytics

Dubsado
5.8
SalesOutlook
Forecasting
Dubsado
6.0
SalesOutlook
Pipeline visualization
Dubsado
6.0
SalesOutlook
Customizable reports
Dubsado
5.3
SalesOutlook

Customization

Dubsado
5.1
SalesOutlook
Custom fields
Dubsado
8.5
SalesOutlook
Custom objects
Dubsado
9.0
SalesOutlook
Scripting environment
Dubsado
1.0
SalesOutlook
API for custom integration
Dubsado
2.0
SalesOutlook

Security

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

Social CRM

Dubsado
1.0
SalesOutlook
Social data
Dubsado
1.0
SalesOutlook
Social engagement
Dubsado
1.0
SalesOutlook

Integrations with 3rd-party Software

Dubsado
1.0
SalesOutlook
6.0
Marketing automation
Dubsado
1.0
SalesOutlook
6.0
Compensation management
Dubsado
1.0
SalesOutlook

Platform

Dubsado
1.0
SalesOutlook
Mobile access
Dubsado
1.0
SalesOutlook

Customer Service & Support

Dubsado
SalesOutlook
8.0
Case management
Dubsado
SalesOutlook
8.0

Pros

Dubsado

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

SalesOutlook

  • It makes it easy to transfer information
  • It is easy to view in conjunction with Outlook
  • Keeps people accountable for details in the file
Anonymous | 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

SalesOutlook

  • Sometimes it doesn't load properly
  • Would like some of the buttons to be a bit more user-friendly
Anonymous | 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

SalesOutlook

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
Anonymous | 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

SalesOutlook

  • Easier to track case details
  • Speeds up the process of getting cases through all the steps
  • Sometimes there are glitches and takes time out of business to reload etc.
Anonymous | TrustRadius Reviewer

Pricing Details

Dubsado

General

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

SalesOutlook

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?

Rating Summary

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