Great for automation and onboarding
August 26, 2021
Great for automation and onboarding
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with Dubsado
The whole organization uses it. It is used to collect client inquiry requests from our business website, send estimates, forms, take payments, and get contracts signed. Having everything in one place speeds up the process and also allows the whole team to see the status of a lead/project all in one place.
- getting contracts signed
- allows for customizable forms which integrate with payments etc.
- embed option to place it on your website
- payment processing
- the task list feature is very basic
- the UI is a little clunky
- more integrations with other software such as ClickUp
- saves time in the onboarding process with forms
- It does take a fair amount of time and energy to set up
- quick payments improve cash flow
I have tried a few alternatives
Honey Book - similar system, Dubsado has much better features in terms of customizing the estimates and allows to automate the sending of forms. I left Honey Book for Dubsado.
Clust Doc - not the same, but it does overlap in terms of automation and a client portal for clients to see what tasks they need to complete
Honey Book - similar system, Dubsado has much better features in terms of customizing the estimates and allows to automate the sending of forms. I left Honey Book for Dubsado.
Clust Doc - not the same, but it does overlap in terms of automation and a client portal for clients to see what tasks they need to complete
Do you think Dubsado delivers good value for the price?
Yes
Are you happy with Dubsado's feature set?
Yes
Did Dubsado live up to sales and marketing promises?
Yes
Did implementation of Dubsado go as expected?
Yes
Would you buy Dubsado again?
Yes