What users are saying about
9 Ratings
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Score 9.2 out of 100
11 Ratings
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Score 8.6 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

Square Customer Engagement

[Square is well suited for] Any small business / independent contractor with little to medium business flow where a monthly fee just doesn't make sense. If you are performing large transactions or have a lot of business / a lot of people using square readers then an actual flat rate from a bank / provider would likely be a better option.
Kyle Farago | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Dubsado
7.6
Square Customer Engagement
8.0
Customer data management / contact management
Dubsado
8.8
Square Customer Engagement
8.0
Workflow management
Dubsado
6.5
Square Customer Engagement
8.0
Opportunity management
Dubsado
7.5
Square Customer Engagement
8.0
Integration with email client (e.g., Outlook or Gmail)
Dubsado
8.3
Square Customer Engagement
8.0
Contract management
Dubsado
9.5
Square Customer Engagement
8.0
Quote & order management
Dubsado
9.3
Square Customer Engagement
8.0
Interaction tracking
Dubsado
3.0
Square Customer Engagement
8.0
Territory management
Dubsado
Square Customer Engagement
8.0
Channel / partner relationship management
Dubsado
Square Customer Engagement
8.0

Marketing Automation

Dubsado
6.4
Square Customer Engagement
Lead management
Dubsado
6.4
Square Customer Engagement

CRM Project Management

Dubsado
8.4
Square Customer Engagement
8.0
Task management
Dubsado
6.0
Square Customer Engagement
8.0
Billing and invoicing management
Dubsado
10.0
Square Customer Engagement
8.0
Reporting
Dubsado
9.3
Square Customer Engagement
8.0

CRM Reporting & Analytics

Dubsado
5.8
Square Customer Engagement
8.0
Forecasting
Dubsado
6.0
Square Customer Engagement
8.0
Pipeline visualization
Dubsado
6.0
Square Customer Engagement
8.0
Customizable reports
Dubsado
5.3
Square Customer Engagement
8.0

Customization

Dubsado
5.1
Square Customer Engagement
Custom fields
Dubsado
8.5
Square Customer Engagement
Custom objects
Dubsado
9.0
Square Customer Engagement
Scripting environment
Dubsado
1.0
Square Customer Engagement
API for custom integration
Dubsado
2.0
Square Customer Engagement

Security

Dubsado
6.0
Square Customer Engagement
8.0
Single sign-on capability
Dubsado
5.0
Square Customer Engagement
Role-based user permissions
Dubsado
7.0
Square Customer Engagement
8.0

Social CRM

Dubsado
1.0
Square Customer Engagement
Social data
Dubsado
1.0
Square Customer Engagement
Social engagement
Dubsado
1.0
Square Customer Engagement

Integrations with 3rd-party Software

Dubsado
1.0
Square Customer Engagement
Marketing automation
Dubsado
1.0
Square Customer Engagement
Compensation management
Dubsado
1.0
Square Customer Engagement

Platform

Dubsado
1.0
Square Customer Engagement
8.0
Mobile access
Dubsado
1.0
Square Customer Engagement
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

Square Customer Engagement

  • No monthly fees
  • Reasonable per transaction fee
  • Good priced equipment/addons
  • Chip and NFC readers available
Kyle Farago | 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

Square Customer Engagement

  • Some of the build quality on the peripherals could feel a bit better.
  • Have more options for businesses with more credit card transactions such as monthly or discounted per transaction once a certain number is reached.
  • Have functionality to allow for a typed card number without the higher fee if the software verifies there is a hardware/read error with the card.
Kyle Farago | 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

Square Customer Engagement

The only other service similar to Square I have any interaction with is PayPal here, it works in a very similar manner, and at the time had the same exact fee schedule. It has the added perk of going directly into your PayPal account if this is a service you use a lot of for your business. It (at the time) did not have any additional readers or peripherals such as NFC or Chip readers, but that may have changed now. Over all I'd say they are pretty close to each other performance wise, but Square has a bigger user base for the card reader specifically.
Kyle Farago | 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

Square Customer Engagement

  • 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.
Kyle Farago | TrustRadius Reviewer

Pricing Details

Dubsado

General

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

Square Customer Engagement

General

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

Rating Summary

Likelihood to Recommend

Dubsado
9.5
Square Customer Engagement
9.0

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