Bonsai vs Dubsado

Bonsai 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 Bonsai vs. Dubsado dispute!

Bonsai vs Dubsado

What is Bonsai? What is Dubsado?

Hello Bonsai:

Hello Bonsai is an online CRM software that makes contracting and invoicing easier for solopreneurs, freelancers, and other small company owners.

Users who process invoices and payments manually are said to get money faster using the tool.

It includes standard CRM capabilities like proposal and contract management, pipeline management, freelancer-specific tools like freelancer rate, time tracker, and self-employment tax calculators, as well as other features that we'll discuss later in this piece.

It offers freelance proposals and contracts. It handles your freelance invoices and payments. It helps you with tracking your expenses.

It helps you manage your clients and leads. Also, it’s a project management app and time tracker. Essentially, Hello Bonsai is designed to help you with every aspect of your freelancing.

Hello Bonsai is the best choice for people who need to handle the following:

  • Create a proposal with a personalized cover letter and a dropdown menu that allows them to choose a client from their existing contacts.
  • Attach files such as images, documents, and videos.
  • Download all proposals in PDF format or email them directly to potential clients right from the tool.
  • Customize invoices, quotes, receipts, and estimates.
  • Create recurring proposals with their existing clients.

Hello Bonsai is a great tool for finding new leads and converting them into new clients. It is for people who need to manage their time, track their hours by task and overall, and know where they stand with all their clients.

Hello Bonsai creates digital workflow solutions for small and midsize companies across multiple industries. It doesn’t just automate the workflow but also streamlines it. It can also help small businesses in their adoption of new digital tools by providing them with step-by-step guides on how to use them.

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 is a project management platform that allows you to create customized proposals, contracts, and invoices for your clients.

Dubsado claims that it is the only software suite that lets you learn different skills from existing pros without having to hire them full-time.

It doesn’t handle expenses and taxes like Hello Bonsai. Dubsado lets you update your billing rates right from the platform, so it’s not all too helpful if you need to track your expenses manually.

Dubsado is best used by companies that find themselves in constant need of new projects. Dubsado is an online business automation software that reduces the time you spend on repetitive tasks like billing customers and scheduling projects by automating them, employees.

Dubsado is the best fit for users who need to manage the following:

  • Establish seamless communication between customers and customers via email templates, web forms, automatic replies, quotes Track time, create invoices, schedule tasks, manage projects.
  • Monitor customers' feedbacks and follow up on leads to turn them into new customers.
  • Manage payments by creating recurring payments, automatic invoices with prepayments, late fees for delinquent customers.
  • Collection of proposals and contracts in one place. Dubsado integrates with most accounting apps, so it can help you manage your expenses.

It is great for companies that need to respond to new project inquiries quickly because Dubsado is a project management software, not CRM software.

Dubsado offers more features for other aspects of your business, especially if you need to create offers and contracts quickly. If you choose Dubsado over Hello Bonsai, make sure that all of its features are suitable for your business needs.

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 Hello Bonsai? How much is Dubsado?

Hello Bonsai Pricing Structure

1. Workflow

$19/month

  • Unlimited Clients & Projects
  • Proposals
  • Contracts
  • Invoicing & Payments
  • Client CRM
  • Project Management
  • Task & Time Tracking
  • iOS, Android, Chrome, & Mac Apps

2. Workflow Plus

$29/month

  • Everything in Workflow, plus...
  • White-labeled client experience
  • Client forms and questionnaires (New)
  • Workflow automation
  • Subcontracting (client-mode)
  • Calendly integration
  • Client portal
  • Priority support

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 Hello Bonsai Features and Benefits

You can create organized proposals with clear figures in only a few clicks, allowing you to complete agreements faster. It helps you to attract more works with items you to stay updated with your progress

Hello Bonsai claims that it is the only software suite that lets you learn different skills from existing pros without having to hire them full-time. It offers more features for other aspects of your business, especially if you need to create offers and contracts quickly.ps you to stay updated with your progress

  • Safeguard Your Business

Simply complete a few questions to create a contract template that has already been reviewed. The contract may be e-signed in minutes after you press submit.

It helps you safeguard your business by simplifying the process of creating contracts and agreements

  • Maintain Simplicity

Bonsai claims that it is the only software suite that lets you learn different skills from existing pros without having to hire them full-time.

It offers more features for other aspects of your business, especially if you need to create offers and contracts quickly.

Keep track of how much time you spend working, automatically complete timesheets for invoicing purposes. It helps you to stay organized & simplifies the process of billing clients.

  • Maintain Your Organisation

All of your clients and ongoing tasks will be managed in ones you maintain organization by keeping all of your papers, files, and payments in one place.

By building relationships with your clients, you can create workflows to streamline your projects from start to finish.

  • Get Paid Quickly

In Hello Bonsai, you'll not only be working with your team in a chatroom but also keeping track of how much time they spend per project by automatically completing a timesheet.

It is a safe way to work with freelancers and meet clients from around the world and-on support, education, and assistance 7 days a week

  • Boost Productivity

You can use our pre-made templates to configure your invoices in minutes. It helps you boost productivity as you save time by taking on projects quickly and managing them easily.

You can find the right freelancer for your projects by posting on Hello Bonsai. Bonsai claims it helps you win deals faster and offer more value to your clients with a list of top key features:

Experience a white-labeled SaaS Platform with clients who cannot access your billing system. Workflow Plus offers the ability to manage workflows and control other aspects of running your business, such as shared folders and permissions.

Hello Bonsai Features

Bonsai is a CRM platform that allows you to plan, manage and automate all the work you do with your prospects.

It is easy to use and comes loaded with features for marketing automation, sales communication, prospect management, project management, etc.

  • CRM

With Bonsai’s CRM tools, you can easily manage all of your contacts in a single place.

You can add new prospects in batches, import them from other apps such as Gmail or Excel, and save time by creating sophisticated filters for which ones to add based on whether or not they have a certain keyword in the email address field.

In addition, Bonsai allows you to schedule follow-up emails, phone calls, and appointments for each client.

  • Reporting

Bonsai provides several useful reports that allow you to measure all facets of your workflow including how many leads have been converted into clients, which campaigns have been most successful etc.

Each plan also provides an online customer support portal so if you ever need help you can chat live with an expert right away.

  • Automation and Scheduler function

With Bonsai’s automation feature, you can create personalized email templates to use for different stages in the sales cycle, and send them all at once or in a sequence.

You can also create automated tasks and reminders for yourself and your team members so everyone knows what they need to do next.

  • Proposals

Using this feature, you as an employer can offer a contract to the employee for viewing and acceptance. The contracts can be included in the proposal itself.

This helps both parties draft up a proposed agreement that is easy to read and understand once it's been drafted without any legal jargon or legalese language.

  • Task Management

Task management is very important in running a business. With this feature, you can create internal tasks that are associated with employees and freelancers.

Each task is logged automatically into the system which helps detail information about what needs to be done or just an ongoing list of things that need attention.

  • Client CRM

Hello, Bonsai helps you maintain organization by keeping all of your papers, files, and payments in one place. You can also use the Task Management feature to specific tasks to different employees and freelancers.

The Client CRM allows you to create a list of clients, adding notes such as their contact information, methods of communication, payment history, and Tracking

The Time Tracking feature allows individuals to register the amount of time they spend working on different projects.

This enables you to review your freelancers' timesheets to determine how much time is spent per project, which then calculates the total cost before invoicing clients.

  • Invoices

Using our pre-made templates, you can configure invoices in minutes. It helps you boost productivity as you save time by taking on projects quickly and managing them easily. Hello Bonsai helps you manage all of your freelance projects with ease.

With this feature, you can easily monitor individual employees' tasks all in one place and send them a task notification if needed.

It is a fantastic way to maintain the organization as well as keep track of what needs to be done and who's responsible for doing it.

  • Accounting & Taxes

Hello Bonsai helps simplify your work, regardless of the size of your business. You have the option to choose from a variety of Tracking

Hello Bonsai helps you automatically track time that is spent working on projects. This feature syncs up with the already existing timesheet to keep a detailed list of hours worked.

You can then use this information when it comes to invoicing clients for services rendered, along with an exact breakdown of how much time was spent per task.

  • Forms

Hello Bonsai helps you send out surveys to collect feedback about the work being done or services offered. You also have the option to include different field types that offer a comprehensive set of tools for small businesses.

The CRM comes with some great features such as Time Tracking, Invoicing, and a task manager that helps manage employees/freelancers all in one place.

You also have the option to choose from a variety of Pre-made Templates which ensures you spend less time on invoices.

Pros:

  • It's very feature-rich.
  • It also has a comprehensive tax and accounting system (which you must purchase as an add-on), which can save you a lot of time.
  • They have an iOS and Android app as well.

Cons:

  • The application is designed for freelancers.
  • It may not be the best tool for managing an agency if you have a large number of team members or tasks.

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

Dubsado offers invoices, time tracking, and productivity charts. This is a good tool for agencies looking to assign tasks efficiently while keeping track of the work being done.

They also have an email automation feature so you can send tasks directly from the application without having to go back and forth between different platforms.

  • CRM

It comes with a powerful customer relationship management (CRM) system which lets you manage your leads by organizing them in your pipeline. It helps you easily organize prospects into their respective pipelines based on their stage of your buying cycle.

You are then able to easily identify leads that are ready for nurturing at account also offers you the ability to manage your projects, create tasks and milestones.

The CRM uses the concept of stages, tags, notes, and categories to allow you to group similar activities. You can then monitor these groups by using dashboards that are customizable based on your needs.

  • Automation

Dubsada is very feature-rich when it comes to automating processes. For instance, one of their automation features includes email campaigns where when someone signs up for a webinar or downloads an e-book from you.

Dubsado sends them a series of emails over a certain period based on their individual preferences to nurture them into becoming a lead. You can then convert these leads into customers respecting

Dubsado allows you to create lead lists based on certain keywords which can then be imported into your email campaign.

Its smart web forms feature lets you design automated lead capture forms that are website popup forms. If the user enters their information after clicking the popup form, Dubsado automatically imports them into your CRM system.

You can further organize these leads based on tags and groups, schedule follow-up emails, and set up reminders for tasks related to interacting with each of these individuals.

  • Client Acquisition

When it comes to client acquisition, Dubsados sales outreach automation tool is very useful.

It allows you to find prospects in bulk by importing a list of contacts (such as an excel spreadsheet) and uses sophisticated aspects that can be automatically added to a list based on whether or not they have a specific keyword in the email address field.

You can then set up tasks and reminders for follow-up emails, phone calls, and appointments.

  • Proposals

Dubsado has a proposal wizard which allows you to create customized proposals with branded logos in very little time. This feature comes in handy when you need to send out quick estimates to your clients.

  • Client Portal

When it comes to client portals, there is no other app that does it better than Dubsados premium plan which includes full project management capabilities (discussed below) including task boards, task assignment notifications, internal comments, team messaging, etc. However, if you are looking aspect Management

Dubsados prospect management feature is very useful as it allows you to keep track of your sales activities. You can use the CRM to monitor which of your leads are at different stages in the buying cycle and what they require from you next.

For instance, if a lead has not been engaged for a certain period, Dubsado sends them a reminder email that prompts them that their lead might be slipping away. As a result, this type of follow-up contributes towards increasing conversions.

  • Project & Client Management

In terms of project management tools, all plans come equipped with task boards, automated notifications, calendars so you never miss an important deadline ever again as well as comments on tasks so everybody stays working is another important feature of the Dubsados CRM system.

It allows you to find relevant prospects based on keywords and imports them into your CRM. This is particularly useful if you are working on multiple projects for different clients at once as it helps keep aspect Management

Dubsado has several useful features that allow you to manage your clients better including automated notifications about tasks assigned to each team member, calendars that remind everybody about deadlines, comments on tasks so any adjustments can be made before the task is completed, etc.

This information can also be filtered by tags and groups - making it easy for you to keep track of everything related to your project. As mentioned above, Dubsados prospect management tools are some of the best in the business.

Their email automation feature allows you to automatically engage with your prospects based on different stages of the sales cycle and hence increase conversions.

  • Reporting

Dubsado also provides detailed reports on your sales activities which you can use to track the progress that you are making towards reaching your set targets.

Dubsado provides several useful reports that allow you to measure all facets of your sales workflow from how many leads have been converted into clients, which campaigns have been most successful etc.

Each plan also provides an online customer support portal so if you ever need help you can chat live with an expert right away.

  • Workflows

All plans come equipped with automated task notification reminders as well as automated notifications for other important events related to your project such as when a deadline is near aspect Management

With Dubsados CRM tools, you can easily manage all of your contacts in a single place.

You can add new prospects in batches, import them from other apps such as Gmail or Excel, and save time by creating sophisticated filters for which ones to add based on whether or not they have a certain keyword in the email address field.

In addition, Dubsados CRM allows you to schedule follow-up emails, phone calls, and appointments for each client.

  • Client Acquisition

Dubsado comes equipped with several features that allow you to automate different parts of your sales activities including lead scoring features that help close the deal faster by prioritizing leads depending on how interested they to be in learning more about

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.

Comparison: Bonsai vs Dubsado

Bonsai is more of a sales management platform while Dubsado is more of a sales automation tool.

However, Bonsai does provide some automation tools ( task notifications and email templates) but these are not as advanced as the ones Dubsado provides. Bonsai has fewer features but is more user-friendly.

If you’re looking for sales management software, Bonsai may be your best choice. If, on the other hand, you are looking for sales automation tools to help boost productivity in your business, Dubsado may be the perfect fit for you.

Conclusion

After going through the features of both Bonsai and Dubsado, it seems like Dubsado is more of a sales automation tool while Bonsai is more of a more advanced CRM software.

If you’re looking for a simple CRM platform with some basic features that don’t need much time to learn, then Bonsai may be the perfect fit for you.

However, if you’re looking for complex automation tools to use in your business, Dubsado may be the best choice for your business.