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 Telonium enables us to keep your voice systems automated, allowing us to receive all incoming calls and route them to the appropriate person in your office. We are notified whenever a voicemail message is left on your desk. You can play the voicemail without dialing if you receive an e-mail notification.We can customize our phone system from anywhere. There is no need to schedule a technician to visit your site and make adjustments because all phones are delivered ready to connect. We can use this program to prevent unsolicited telemarketers and phone calls from reaching our phones. It is the ideal solution for a better and safer phone service, with a high percentage of filtered calls in our favor. Telonium makes it as simple as possible for us to launch or relocate your service. When our customers and prospects call you, we only need to provide a few pieces of information, and Telonium will handle the rest. When you need to make changes to your system, all it takes is a phone call or a visit to a customer web portal to make immediate changes.However a high-speed Internet connection is required at the location where the phone will be used.
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 The control panel function is very good because we can see the progress and work of the agents, individually and also as a group with the different work teams. We have found the call scripts very useful, especially with new agents who still don't know very well how to conduct the conversation with customers. I think the omnichannel support is great because all the communication channels are in the same program, which makes our work easier. 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 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 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 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 Using our Customer Portal, you can customize your phone system from anywhere - all phones are delivered ready to connect! There is no longer any need to schedule a technician to come to your site and make adjustments. Automated operators enable automated systems to accept all incoming calls and route them to the appropriate person in your office.
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 We can see how our agents and customer service staff have become more focused on their tasks and have been more effective and successful in resolving customer requests. The system is quite easy to install and use, so we didn't have any inconvenience, so without a doubt, our profit margin increased. Read full review ScreenShots