Best Dubsado Alternatives 2024

Dubsado’s CRM (Customer Relationship Management) software is causing a much-warranted buzz in the tech space because of its remarkable benefits to small and big businesses. This comes as no surprise because Dubsado provides commendable features for client management and task organization for freelancers and small businesses. 

However, if you’re seeking an alternative, consider the powerful CRM platforms listed in this guide. We’ll evaluate the features, pricing, pros, and cons of 10 other alternatives to Dubsado.

Pros and Cons of Dubsado

Dubsado provides its users with outstanding features such as invoicing, status tracking, flexible proposals, secure communication portals, and project management.

These mouth-watering features shouldn’t immediately sweep you off your feet. First, take a close look at Dubsado’s pros and cons.

Pros:

• Versatility: People in various career paths can benefit from its wide range of professional features.
• Customer Satisfaction: Focuses on managing clients’ appointments, onboarding, contracts, and seamless e-mail communication.
• Advanced Workflow: Connects your lead capture to the contract stage smoothly.
• Branding: Allows producers to engage in white-label branding. 
• Invoicing: Ensures smooth payment and keeps records of them.

Cons: 

• You might have issues navigating through the site as a beginner because of the bulky features.
• The inflexible project management tools could be a hassle for beginners.
• The email reminders are often sent out later than the scheduled time.

Things You Should Look Out for in Dubsado Alternatives 

If Dubsado’s platform doesn’t fit your business needs perfectly, there are a few pointers that can help you find a suitable alternative. You’re sure to land a CRM software that matches your unique needs if you pay close attention to the points below;

• Customer Service: It’s easy to get stuck while exploring new features, especially if you’re new to CRM software. However, a platform that offers swift and reliable customer support will help you adapt quickly.
• Payment Service Provider: You should pay close attention to the payment services a platform operates with before signing up. This way, you can do your research and choose one with flexible payment options that will prove stress-free for clients.
• Client Management: Your clients are the backbone of your business so you’ll need to pay attention to how platforms handle clients on your behalf. It’s advisable to choose a platform that encourages smooth communication and stores client data properly.
• Functionality: Some CRM platforms can be a chore to set up and manage, and that’ll only stress you further. You can avoid this by embracing platforms where their user reviews (especially the newbies) boast of simplicity and satisfied results.
• Price: Every business owner has a budget for software tools, and you shouldn’t have to break the bank for a great option. Pay close attention to the features provided in every platform’s pricing and avoid paying for more than you need.
• Workflow Automation: Be on the lookout for CRM software that simplifies tasks with project management tools, integrations, and automated responses.

10 Best Dubsado Alternatives

You deserve the best, so here are the 10 best Dubsado alternatives and all you need to know about them. 

1. 17hats

17hats boasts its amazing customer relationship management features and unique marketing tools. Its ability to simplify every feature makes it an excellent Dubsado alternative, allowing you and your clients to explore its benefits.

The customer–centered features of 17hats include project management, unique documentation, contract signing, invoicing, document confirmation, If/then logic, and branding.

Pros: 

• It allows you to attend to clients’ inquiries immediately.
• It helps to keep your clients’ payments up-to-date without any hassle.
• It ensures that your documents and emails are sent to the respective recipients on time.
• It provides the much-needed follow-up that converts leads to recurring clients. 
• It aids in keeping track of your earnings, taxes, losses, and client payment history.

Cons: 

• The bulk of features make the site appear cumbersome and difficult for new users to navigate.
• It lacks essential tools that small businesses require, such as inventory management.
• There’s no provision for billing calculations below two decimal points.

Pricing:

• Essentials: $15/month
• Standard: $30/month
• Premier: $60/month

2. Honeybook

Honeybook is your go-to CRM platform if you’re looking to improve your client management and communication flow and enjoy seamless business transactions. It’s especially a great alternative to Dubsado because of its time-saving features. 

Honeybook is home to impressive tools that allow you to create proposals smoothly, customize professional contracts, schedule meetings faster, and provide AI support.

Pros: 

• Helps you score clients by combining a contract, invoice, and payment plan. 
• Clients and business owners can easily locate and explore its features.
• Keep track of emails, tasks, and files once you enable autopilot.
• Provides confirmations and reminders so you can attend all meetings.
• It can be integrated with Zoom, Quickbooks, Gmail, Zapier, and Google Calendar.

Cons: 

• You have to upgrade to the Essentials plan to enjoy integrations.
• The project management tools are limited and may be unfit for big businesses.
• It’s pricier than most of its competitors.

Pricing:

• Starter: $19/month
• Essentials: $39/month
• Premium: $79/month

3. Salesmate

Salesmate is known for its sales-oriented features that are designed to enhance  the sales marketing of small businesses and freelancers alike. It’s a reliable alternative to Dubsado because it targets improving sales and overall productivity.

Salesmate offers brilliant features, including multiple integrations, great communication tools, sales pipelines, marketing management and customizations.

Pros: 

• The sales activity tracker allows you to plan sales operations ahead of time.
• It can be used on any device so you can monitor your work anywhere.
• The contact management tool teaches you to be familiar with your contacts.
• Handles low-value tasks using automation so you can focus on others.
• The sales forecasting feature helps you improve your sales performance.

Cons:

• It lags on desktops sometimes.
• Some customers complain about response delays. 
• The email traction process isn’t as smooth as it should be.

Pricing:

• Basic: $23/month
• Pro: $39/month
• Business: $63/month
• Enterprise: Depends on custom needs

4. PaperBell

PaperBell prides itself on being a helpful tool for instructors, trainers, and coaches. It’s the ideal alternative to Dubsado if you want a hassle-free online coaching process.

It spices up coaching with features like group coaching programs, online checkout, automated calendar invites, and session scheduling.

Pros:

• Creates an organized file for each coaching client.
• Allows you to coach a group or individual online.
• It helps you create unique coaching programs.
• Encourages the sale of digital products.
• You can create a personalized landing page.

Cons:

• You can only add clients to the app with the paid version.
• The invoicing feature needs improvement.
• There’s no mobile app.

Pricing:

• Free plan
• Paid plan: From $47.50

5. Bonsai

Bonsai acts as your automated professional accountant, saving you from the fear  of miscalculations while invoicing or doing taxes. It’s also a befitting alternative for Dubsado if you want to ensure your business account is accurate.

Bonsai’s stellar accounting features include credit notes, business agreement templates, proposal templates, project estimates, and quotations.

Pros:

• Swift customer support
• Simplifies and handles all your financial processes
• User-friendly for beginners
• Saves you extra accounting costs
• Makes proposal creation much easier

Cons:

• Incoming payments are frozen for the first two weeks.
• The mobile app has limited features.
• The client portal needs to be improved.

Pricing:

• Starter: $25/month
• Professional: $39/month
• Business: $79/month

6. ClickUp

ClickUp is an impressive platform that focuses on improving collaborative task management for your small business or freelance empire.

It’s one of the best alternatives to Dubsado, especially if you’re looking to strengthen collaboration in your workspace. 

ClickUp provides features such as task sequencing, customization, professional templates, and time tracking that make organization of tasks and documents a breeze.

Pros:

• Offers an impressive range of collaboration tools.
• There are reporting features that allow you keep track of your team’s progress during projects.
• You can integrate it with several business tools without hassle.
• Allows you to customize your view of tasks to sweeten the work experience.
• Your tasks will always be organized in order of priority.

Cons:

• It tends to lag while you’re working on huge projects.
• There’s no customer care call option for urgent issues.
• Its many features make it tricky to navigate.

Pricing:

• Free forever
• Unlimited: $7/month
• Business: $12/month
• Enterprise: Depends on custom features

7. Plutio

Plutio is a great CRM platform for freelancers who are focused on advancing their branding with professional tools. It’s a recommended alternative to Dubsado if you’re in search of tools to improve your freelancing.

Plutio’s amazing features include time sheets, survey drafting, billable tasks, client portals, and configuration.

Pros:

• It makes project management easier for freelancers with its fluid website and features.
• It has a drag-and-drop form builder that allows you to easily create forms and surveys.
• There’s a centralized inbox that allows you to read messages from different platforms with one click.
• You can manage multiple timesheets at once on the website
• You can keep track of your overtime and ensure you’re paid for it.

Cons:

• Customer support is a bit slow.
• There’s no option to prioritize tasks.
• Bugs may pop up and disrupt your workflow.

Pricing

• Solo: $19/month.
• Studio: $39/month.
• Agency: $99/month.

8. Creatio

Creatio is particularly popular as a no-code software that encourages user-friendly experiences for you and your clients. It’s arguably one of the best alternatives to Dubsado if you’re interested in building no-code apps.

Its unique features include m marketing automation, collaborative tools, contact management, no-code app building, and workflow management.

Pros:

• Allows you to build business software without coding.
• A responsive customer service team.
• It can be customized to fit any business needs.
• Encourages automated workflow and task organization.
• Integrates with a wide range of business platforms.

Cons:

• The pricing is high for small businesses.
• The mobile app is limited.
• The sales features require improvement.

Pricing:

• Growth: $25/month
• Enterprise: $55/month
• Unlimited:$85/month

9. Bloom

Bloom is a CRM software that caters specially to your business management needs as a creative professional. It serves as a highly beneficial alternative to Dubsado if you’ve been struggling to balance your creative workflow.

Bloom’s creative features include artist management, lead capturing, task organization, portfolio templates, quick payouts, and client self-booking.

Pros:

• Excellent website hosting.
• The automation saves you from manually attending to clients.
• Makes invoicing a breeze.
• It updates newly improved features often.
• The auto-scheduler for invoices makes it easy to receive payments.

Cons:

• Limited brand customization options.
• It experiences glitches sometimes.
• It doesn’t provide a centralized gallery page.

Pricing:

• Starter: $14/month
• Standard: $34/month
• Plus: $66/month

10. Studio Ninja

Studio Ninja is an end-to-end CRM software that is designed to cater to the business needs of photographers. It’s the right alternative to Dubsado for you if your photography business has been lacking any niche-related business tools.

Studio Ninja equips your photography business with features like customizable workflow, online booking, and performance metrics.

Pros:

• You can see when a customer has received and opened an email.
• The customer portal is professional and efficient.
• Keeps track of clients and leads.
• The mobile app is functional and easy to use.
• Offers multilingual support for clients.

Cons:

• You can’t make invoices without a shoot date.
• The client reporting requires improvement.
• You may experience server downtime.

Pricing:

• Pro: $24.90/month
• Master: $36.50/month

Frequently Asked Questions 

Who Should Use Dubsado?

Dubsado can be used by freelancers and small or big business owners because its features cater to every niche.

Is Dubsado a CRM System?

Yes, its features are tailored towards improving your customer relations and business management.

What’s Better than Dubsado?

Some of the best alternatives to Dubsado include Bloom, Creatio, ClickUp, Plutio, Salesmate, Studio Ninja, Honeybook, etc.

Wrapping Up

No matter the CRM software you eventually choose, make sure that it is professional and client-oriented to keep your business afloat. Most importantly, you shouldn’t compromise on features that improve customer relations, precise accounting, and easy-to-use tools.

Also, as a technical writer, you can explore TechWriteable’s tools alongside CRM software to further advance your career.