17hats Vs Dubsado Vs ClientVenue: Which is Best for Managing Your Project?

Running a business can be quite challenging, especially when managing your projects. Fortunately, project management software tools can help you easily manage your projects. Three of the most popular project management software tools are 17hats and Dubsado.

This article will compare 17hats and Dubsado to help you choose the right tool for managing your projects.

17hats vs. Dubsado: Overview

What is 17hats?

17hats is a project management tool that is designed for small businesses. It offers a variety of features that help you manage your projects, including client management system, project management, time tracking, and invoicing. 17hats has a user-friendly interface and has mobile app.

What is Dubsado?

Dubsado is a CRM platform that is designed for small business owners. It offers a variety of features that help you manage your projects, including client management, project management, time tracking, and invoicing.

 Dubsado has a user-friendly interface and offers a range of integrations with other tools.

17hats vs Dubsado – Their Features Comparison

Dubsado’s Features:

Customizable forms and templates

With Dubsado, you can create customized forms and templates for proposals, contracts, and invoices. This feature allows you to present a consistent and professional image to your clients, while also saving time by automating the creation of these documents.

Workflow automation

With Dubsado, you can automate your workflows, such as sending welcome emails, reminders, and follow-up messages. This feature saves time and ensures consistent client communication from your business. 

You can set up custom workflows with triggers and actions, such as sending a follow-up email after a consultation call.

Project management

Dubsado offers project management features that allow you to manage your projects and tasks, as well as communicate with team members and clients. 

You can create project templates, assign tasks to team members, and set deadlines. This feature ensures that you stay on top of your projects and deliverables.

Time tracking and billing

Dubsado lets you track your time spent on tasks and projects, and bill clients accurately. You can create time entries, categorize them by project, and generate invoices. This feature ensures that you are billing clients accurately for the time spent on their projects.

Accounting and bookkeeping

Dubsado provides basic accounting and bookkeeping features, such as tracking expenses and generating financial reports. 

You can track your income and expenses and generate reports that help you understand your business performance. This feature allows you to stay on top of your finances and make informed business decisions.

Integrations

Dubsado integrates with a variety of third-party tools, such as QuickBooks, Stripe, and Google Calendar. This feature allows you to connect Dubsado with other tools that you use, streamlining your workflow and making it easier to manage your business.

17hats’ Features:

Project management

With 17hats, you can create and manage tasks, projects, and deadlines, as well as communicate with clients and team members. It allows you to create project templates, assign tasks to team members, and set due dates. 

You can also track the progress of your projects in real time, ensuring that you stay on top of deadlines and deliverables.

Invoicing and payments

17hats makes invoicing and payments simple by allowing you to create and send invoices to clients, track payments, and set up automatic payment reminders. You can also accept payments via credit card or PayPal and create custom payment schedules and installment plans. This feature ensures that you get paid on time and makes it easy for clients to pay you.

CRM

The customer relationship management (CRM) features of 17hats allow you to manage your clients' information, including contact details, lead capture form, billing information, and project history. 

You can easily access client information, track communication history, and view project details, making it easy to provide high-quality customer service.

Automated workflows

17hats lets you automate your business processes, such as sending welcome emails, follow-up messages, and appointment reminders. This feature saves you time and ensures that your clients receive consistent communication from your business. 

You can set up custom workflows and trigger actions based on client actions, such as sending a contract after a proposal is accepted.

Templates and forms

17hats provides customizable templates and reusable form templates for proposals, contracts, questionnaires, and other client-facing documents. You can create custom templates and forms for your business, ensuring that you present a consistent and professional image to clients.

Dubsado vs. 17hats: Features Comparison

Customization: Dubsado offers more customization options, allowing you to create custom forms, contracts, and questionnaires with your branding. While 17hats does offer some customization, it is more limited in comparison.

User interface: Both platforms have user-friendly interfaces, but 17hats has a more modern and visually appealing design, while Dubsado has a more classic design.

Workflow automation: Both platforms offer workflow automation, but Dubsado has more advanced features, such as custom triggers and actions. 17hats' automation is more limited in comparison.

Project management: Dubsado offers more advanced project management features, such as project templates and team collaboration tools, while 17hats has more basic project management features.

Time tracking and billing: Both platforms offer time tracking and billing features, but Dubsado has more advanced options for categorizing time entries and generating invoices.

Accounting and bookkeeping: Dubsado offer basic accounting and bookkeeping features, such as expense tracking and financial reporting, while 17hats does not have these features.

Integrations: Both platforms offer integrations with third-party tools, but Dubsado has a wider range of integrations, including QuickBooks and Zapier.

Dubsado vs. 17hats: Pros and Cons

Both 17hats and Dubsado offer robust feature sets to help businesses manage their projects effectively. Here are some of the pros and cons of each platform:

Dubsado Pros:

• Dubsado offers advanced automation features that allow businesses to automate their workflows and save time.
• Businesses can create customized forms and contracts using Dubsado's drag-and-drop interface, making it easy to tailor documents to their specific needs.
• Dubsado provides a secure client portal where clients can access their projects, invoices, and other documents.
• Dubsado offers lead capture forms that can be embedded on a website, and businesses can use the platform to manage their leads and track their progress.
• Dubsado integrates with Stripe, PayPal, and Square to process payments directly from the platform.
• Dubsado offers time tracking and invoicing features, making it easy for businesses to track their billable hours.

Dubsado Cons:

• Dubsado can be overwhelming for beginners, and it may take time to use its features effectively.
• While Dubsado offers integrations with popular tools like QuickBooks and Google Calendar, it doesn't have as many integrations as other platforms.
• Dubsado's project management features are not as extensive as some other platforms. Businesses that need more advanced project management tools may want to consider other options.

17hats Pros:

• 17hats has a user-friendly interface that's easy to navigate, making it a good option for beginners.
• 17hats offers a wide range of project management tools, including task lists, workflows, and time tracking.
• Like Dubsado, 17hats integrates with popular payment processors like Stripe and PayPal.
• 17hats offers customizable lead capture forms and lead management tools to help businesses track their leads and manage their sales pipeline.
• 17hats provides a secure client portal where clients can access their projects and documents.
• 17hats offers tools to help businesses reach their audience and promote their services.

17hats Cons:

• While 17hats offers some customization features, businesses may find that their options are more limited than other platforms.
• While 17hats does offer some automation features, they may not be as robust as some other platforms.
• 17hats offers some basic reporting features, but businesses that need more advanced reporting and analytics may want to consider other options.

17hats vs dubsado: Top Benefits

17hats Top Benefits

CRM system: 17hats offers a comprehensive suite of business management tools in one platform, including lead capture, project management, time tracking, invoicing, and more. This allows you to streamline your workflow and reduce the need for multiple tools.

Simplifies administrative tasks: With features like workflow automation and project management tools, 17hats simplifies administrative tasks and helps you save time. You can automate repetitive tasks, delegate work to team members, and easily track project progress.

Professional branding: 17hats allows you to create professional-looking proposals, contracts, and invoices with your own branding. This helps your business look more polished and professional to clients.

Easy communication: 17hats has a built-in messaging system that allows you to communicate with clients and team members in one place. You can also automate emails and reminders to keep everyone on the same page.

Mobile app: 17hats has a mobile app that allows you to manage your business on the go. You can access client information, create and send invoices, and track time from your phone.

Customer support: 17hats offers great customer service through email, phone, and chat. They also have an extensive knowledge base and video tutorials to help you learn the platform.

Dubsado Top Benefits

Customization: Dubsado offers extensive customization options, allowing you to create custom forms, contracts, and questionnaires with your own branding. You can also customize your client portal to match your branding.

Project management: Dubsado offers advanced project management features such as project templates, team collaboration tools, and time tracking. You can easily delegate tasks, track project progress, and stay on top of deadlines.

Workflow automation: Dubsado has powerful workflow automation features that allow you to automate repetitive tasks, such as sending follow-up emails, scheduling appointments, and generating invoices. This saves you time and helps you stay on top of important tasks.

Integrations: Dubsado integrates with many third-party tools such as QuickBooks, Stripe, and Zapier. This allows you to connect Dubsado with other tools you use, making it easier to manage your business and streamline your workflow.

Client management: Dubsado allows you to manage all your client information in one place, including contact information, project details, and communication history. You can also automate communication with clients and keep track of their progress through your workflow.

Customer support: Dubsado offers customer support through email, phone, and chat. They also have a comprehensive knowledge base and video tutorials to help you learn the platform.

17hats vs Dubsado: Their Similarities

Both 17hats and Dubsado offer a range of important features for managing your projects. They offer client management, project management, time tracking, invoicing, customizable workflows, lead capture forms, e-signatures, questionnaires, proposals, contracts, and automation. Both 17hats and Dubsado are user-friendly and offer integration with other tools.

17hats vs Dubsado: Their Differences

The main differences between 17hats and Dubsado are their customization options, pricing plans, and learning curve. Dubsado offers more customization options and has more affordable pricing plans, but it has a steep learning curve. 17hats, on the other hand, has a user-friendly interface but has limited customization options and higher pricing plans.

• 17hats offers a mobile app for iOS and Android devices, while Dubsado only has a mobile app for iOS devices.
• Dubsado allows for more customization of forms and proposals, while 17hats has more limited options in this regard.
• 17hats offers less integration with third-party apps and services, while Dubsado has a more open integration system.

17hats vs Dubsado: Their Pricing Structure

Dubsado Pricing:

• Basic plan: $35/month or $350/year for one user
• Plus plan: $45/month or $450/year for up to three users
• Team plan: $59/month or $590/year for up to six users

17hats Pricing:

• Starter plan: $45/month or $295/year for one user
• Plus plan: $65/month or $395/year for up to two users
• Premium plan: $97/month or $595/year for up to five users

Best alternative to 17hats Vs Dubsado: ClientVenue

ClientVenue

ClientVenue is an online project management tool that helps businesses with their administrative tasks and create workflows. It offers all the features, ranging from task collaboration, automated reminders, and even custom status pages. 

It has served numerous companies over the years and is one of the most reliable project management tools available.

What makes ClientVenue great is its versatility. It can be used for managing multiple clients simultaneously, as well as for personal projects. 

It allows for the creation of multiple workspaces for teams, which can enable a more organized approach to projects. Additionally, it has a great user-interface that makes it easy to navigate.

Another great thing about ClientVenue is that it is built to support multiple users, regardless of the size of your team. This makes it much easier to collaborate on projects and share tasks with other team members. 

As well, it supports integration with other third-party tools like Dropbox and Google Docs which makes it even more convenient.

In my personal opinion, ClientVenue is an excellent project management tool that is perfect for businesses of any size. With its robust set of features, it provides businesses with the ability to manage multiple tasks and projects with ease. It is also easy to use, making it ideal for both experienced and novice users alike.

Features of ClientVenue

Client Onboarding

Keep track of clients and their project progress with this feature that provides a customizable onboarding process for individual clients. Users can create tailored onboarding forms and templates for a smooth and personalized experience, leading to increased client satisfaction and retention rates.

Project Management

Manage projects from start to completion with ClientVenue's powerful project management tool. The visual timeline view allows for easy task planning and progress tracking. Conversations, task boards, comments, and notifications are included for each project, ensuring team members stay up to date with the latest developments.

Integrations

Connect with popular third-party services and apps, such as Google Drive and Slack, easily. ClientVenue's automation capabilities are available to users who integrate their accounts, allowing businesses to fully utilize the software's automation features.

Client Portals

Create a customized portal for clients with this feature, assigning tasks and collaborating securely and conveniently. The client portal provides a single place for clients to access project-related information, files, and updates.

Daily Standups

Set up daily standups within your team with this software feature to keep everyone updated on tasks, progress, and daily priority items. This can help teams stay aligned and work more efficiently.

Reports

Track project progress, identify areas for improvement and create detailed insights into teams with this feature. Reports provide valuable data to help businesses make informed decisions and optimize their project management processes.

Invoice Management

Manage and track professional invoices in the same place as tasks with this feature. This makes it easy to maintain billing and ensure timely payments.

Timesheets

Keep track of time spent and tasks completed with this feature. Timesheets help businesses monitor their teams' productivity and identify improvement areas.

Company Branding

Customize project boards with brand colors, logos, and fonts using ClientVenue. This can help to strengthen brand recognition and reinforce the company's identity.

ClientVenue Pricing

ClientVenue provides two subscription plans: Professional and Enterprise. A fully-featured 14-day free trial is available for both plans, with an extra two months free for the annual subscription. Here's a breakdown of each plan:

Professional Plan: 

• Unlimited Client Accounts
• All Integrations
• Unlimited Projects
• 100 GB of Collaborative Team Storage
• White Label Portal
• Priority Support

Enterprise Plan: 

• Custom Integrations
• 250 GB of Collaborative Team Storage
• Personalized Onboarding
• Custom Workflows
• Dedicated Account Manager
• Top of Form

Why choose ClientVenue over 17hats and Dubsado

There are many popular options available regarding project management software, including 17hats and Dubsado. However, ClientVenue stands out from the competition thanks to its key advantages.

Firstly, ClientVenue offers unparalleled flexibility in task management. You can assign tasks to individuals or groups and break them down into subtasks for improved organization and tracking. Furthermore, the platform allows you to use dependencies to link tasks together, enabling your team to work more efficiently.

In addition, ClientVenue provides a range of features that make it an excellent choice for project management. It has everything you need to manage a successful project, from collaboration tools to time tracking.

The platform's flexible workflow options also allow you to customize the system to meet your specific requirements, ensuring that you stay organized and productive.

Lastly, ClientVenue is highly cost-effective compared to 17hats and Dubsado. While both services offer various features, ClientVenue provides comparable functionality at a much lower cost. Additionally, it offers a free plan to help you get started immediately.

Conclusion

With its user-friendly interface, a broad range of features and customizable settings, ClientVenue is an excellent choice for a robust and comprehensive project management tool that can easily meet the specific needs of any project.

In addition to its capabilities, the software provides detailed analytics and reporting tools that enable users to monitor project progress and keep stakeholders up-to-date on the project's status. This valuable information empowers project managers to make informed decisions and ensure timely completion.

Try out ClientVenue today and start getting ahead of your competitors.