17hats vs Dubsado

17hats vs. Dubsado! As a small business owner, which CMS is best for you? Both of these systems have significant advantages and disadvantages. Continue reading to find out what we think about the 17hats vs. Dubsado dispute!

17hats vs Dubsado

What is 17hats? What is Dubsado?

17hats:

17hats is a system that allows you to automate your business processes. It’s a tool designed particularly for small businesses with a small staff to manage operations such as billing, scheduling and meetings, etc., without relying too much on paperwork.

Solutions from 17hats ensure that you focus primarily on your work. Hence passionate individuals working on their own can greatly benefit from this software. Particularly, photographers have found 17hats a handy tool in helping them manage all necessary operations they require when dealing with multiple clients.

17hats was introduced in 2014, and in such a short period, it has made quite a few customers who are well-known individuals and small business owners. With such versatility and flexibility, 17hats becomes a great automation tool for businesses.

Dubsado:

Dubsado is an all-in-one business management tool that allows you to send contracts and invoices, handle project management, create questionnaires and other forms, manage bookkeeping, track your time, send and receive emails, and so much more from ONE app.

Dubsado helps your business stay in motion. Build relationships, schedule appointments, and create workflows to streamline your projects from start to finish.

How much is 17hats? How much is Dubsado?

17hats Pricing Structure

1. Level One

$13/month

Get started with our CRM + Documents, Lead Capture Form, and Online Scheduling.

  • Free CRM included for life
  • 20 Documents*/ Month
  • One Lead Capture Form
  • One Online Scheduling Service

2. Level Two

$25/month

Needing to streamline and automate your business to save time? Get started with the CRM + the automation you need to grow your business.

  • Free CRM included for life
  • 35 Documents* / Month
  • Three Lead Capture Forms
  • Unlimited Online Scheduling Services

3. Level Three

$50/month

Searching for an integrated solution to optimize your business? Get to know your new CRM + integrated set of features ready to do the work for you.

  • Free CRM included for life
  • Unlimited Documents*/ Month
  • 20 Lead Capture Forms
  • Unlimited Advanced Online Scheduling

Dubsado Pricing Structure

1. Annual Plan

$350/Year

  • Unlimited access to our entire suite of management tools and features
  • Unlimited clients and projects
  • Free data migration
  • Custom branding across emails, contracts, client portals, and more
  • Hands-on support, education, and assistance 7 days a week
  • Free Trial

2.Monthly Plan

$35/month

  • Unlimited access to our entire suite of management tools and features
  • Unlimited clients and projects
  • Free data migration
  • Custom branding across emails, contracts, client portals, and more
  • Hands-on support, education, and assistance 7 days a week
  • Free Trial

Top 17hats Features and Benefits

1. You can create new leads in a blink of an eye. Such feasibility allows you to turn your potential customers into regular ones. It enables you to instantly respond to your customer queries which helps you to improve your customer relations.

2. Realizing how hard you might work for your clients, 17hats provides features that help you get paid instantly. You won’t have to remind your customers about payments which are quite embarrassing. You can now build attractive and professional invoices with high efficiency.

Also, you can create customized contracts for different clients, and you can sign deals online.

3. To make sure that your payments are delivered on time, 17hats also sends automatic payment reminders to your customers while making sure that you maintain a professional outlook. In addition to that, credit card payment processing is also available.

4. 17hats also features automated workflows so that you don’t have to perform repetitive tasks.  You can select workflows from the ready to use templates, or you can design your own templates. Make custom invoices, contracts quotes and much more.

5. Client profile management is also available in the feature pack of 17hats. Manage contact details and important notes for clients through your dashboard. The dashboard also features a 3-day schedule so that you can view all your upcoming meetings, projects and deadlines.

17hats Features

  • Contact Card
  • Dashboard
  • Project Page
  • Related Contacts
  • 3-in-1 Document
  • Document Templates
  • Questionnaires
  • Quotes
  • Contracts
  • Document Reminders
  • If/Then Logic
  • Billing & Invoicing
  • Financial Management
  • Order Management
  • Performance Metrics
  • Project Management
  • Scheduling
  • Time & Expense Tracking

Pros and Cons of 17hats

Pros:

  • PLUS, everything is automated.
  • Create invoices and automate monthly billing.
  • Supports multiple users.
  • Integrates with several payment gateways to automate payments.
  • All-in-one solution for booking, invoicing, and workflow management.

Cons:

  • It sucks when it comes to project management for production companies.
  • Customer service is only via text messaging, or email and response take up to 3 hours.
  • The booking function doesn't have all the features.
  • The quality of their bookkeeping is not as thorough or beneficial as other accounting software.

Top Dubsado Features and Benefits

1. Forms designed to save time

Customize reusable form templates for your contracts, lead capture forms, questionnaires, and proposals—all with your unique branding.

2. Get paid on time

Don't let another due payment slip by. Create invoice templates with payment plans and automated reminders to keep your clients on track.

3. Clear off your plate

Cut out the repetitive work with automated workflows, recurring payments, confirmation emails, payment reminders, and more.

4. Stay organized, stay connected

Relationships matter. Manage your clients through projects and maintain organized communication with emails, task boards, and client portals.

5. Easier booking, more clients

The scheduler lets clients book right from your website, so you can spend less time coordinating and more time connecting.

6. Stay on track with your finances

Keep track of outstanding invoices, profit breakdowns, expenses, and referral sources so you can stay on top of your financial health.

Dubsado Features

  • Forms & Templates
  • Invoicing
  • Automation
  • Project & Client Management
  • Scheduling
  • Reporting
  • Workflows
  • Client Acquisition
  • Proposals
  • Client Portal
  • Customization
  • Customer Support

Pros and Cons of Dubsado

Pros:

  • It has a lot of features and customizations available.
  • You can also use the tool for free up to 3 clients, which is great if you’re starting.
  • Customizable fillable forms
  • Automation and scheduler function.
  • Ability to create Client Portals
  • White-label branding ability
  • Amazing customer service

Cons:

  • Some user reviews noted that there can be quite a learning curve to start using the tool, and the user interface can be cluttered at times.
  • There’s also no mobile app.
  • The software constantly has bugs and errors.
  • The steep learning curve at first.