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]
Square Customers
Score 8.7 out of 10
N/A
Square's Customer Engagement Suite, or Square Customers, is a suite of solutions that enables Square users to connect with existing customers, reach new ones, and grow relationships using tools that integrate with Square Point of Sale and Square Online.
$0
Pricing
Dubsado
Square Customers
Editions & Modules
Monthly Plan
$35.00
Per Month [3 Users]
Yearly Plan
$350.00
Per Year [3 Users]
Customer Directory
$0
Gift Card Starter Pack
$2
per card (plus 2.6% + 10¢ processing fee)
Email Marketing
starting $15
per month
Text Message Marketing
starting at $10
per month
Loyalty
starting at $45
per month
Quick Cards
from 99c
per card (plus 2.6% + 10¢ processing fee)
Custom Cards
from 81c
per card (plus 2.6% + 10¢ processing fee)
Offerings
Pricing Offerings
Dubsado
Square Customers
Free Trial
Yes
Yes
Free/Freemium Version
No
Yes
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
For Additional Users:
4-10 users $25.00 per month;
11-20 users $45.00 per month;
21-30 users $60.00 per month
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.
Square is absolutely brilliant if you are just starting out and your business has both an in-person and an online component to it, as Square will solve both in-person POS and online booking/billing. Square also offers the option to create a free website for your company, though it is a very basic site, if you don't have a website yet, this is a VERY helpful option, as it takes away a huge cost. Square allowed us to be up and running in no time, taking away the need to worry about an expensive appointment-setting add-on from our current website provider (Square integrates quite nicely with our current site). Square is probably less ideal for more advanced users or companies with a need for more detailed inventory/service management. But even then, Square will more than likely be able to get the job done!
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.
The user interface is easy to navigate - that's not always the case for some software! I look for something that is intuitive, easy to use, and doesn't take a ton of training to get up and running quickly.
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
Square is mostly focused on FAQs and online support, and they do a very good job creating a rich knowledge base. But, if you are not very tech savvy, it could be easy to feel a bit overwhelmed. I would recommend that they add a direct line or chat feature to call, rather than email or Knowledge base first. This might be due to staffing issues at Square, so perhaps it is the best they can do for now.
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
This has allowed me to accept credit / debit transactions without having to have a monthly subscription to a service and lose money on times of no to little use, allowing me to have a broader customer range as checks are risky.
All of my initial equipment was free and there were no startup costs so my return was immediate.
The small fee taken out of the transaction is very much worth the ability to accept nearly all plastic transactions.
