Dubsado is the BEST CRM for small business!
Morgan Specht | TrustRadius Reviewer
September 02, 2020

Dubsado is the BEST CRM for small business!

Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Dubsado

I use Dubsado to manage invoice, contracts, questionnaires, and feedback forms for my Graphic and Web Design Business.
  • Customizable fillable forms
  • White-label branding ability
  • Amazing customer service
  • Project tracking/workflows
  • Client portal could use improvement or additional features
  • Steep learning curve at first
  • 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
17 Hats was too complicated, not very visually appealing, and very expensive compared to Dubsado.
I would say it's best suited for small businesses (solo entrepreneurs or less than 10 employees) who work on a project basis.

Dubsado Feature Ratings

Customer data management / contact management
10
Workflow management
2
Opportunity management
5
Integration with email client (e.g., Outlook or Gmail)
6
Contract management
8
Quote & order management
8
Interaction tracking
2
Lead management
6
Task management
1
Billing and invoicing management
10
Reporting
8
Forecasting
6
Pipeline visualization
1
Customizable reports
1
Custom fields
10
Custom objects
8
Scripting environment
1
API for custom integration
1
Role-based user permissions
5
Single sign-on capability
5
Social data
1
Social engagement
1
Marketing automation
1
Compensation management
1
Mobile access
1