Top 7 Dubsado Alternatives for Managing Your Business Effectively
Every business agency has different needs when it comes to their various requirements to ensure efficient business management. These needs can change over time.
While Dubsado is an excellent tool for managing your business, it might not have everything you need to keep up with growing business demands.
You may have to look for the best Dubsado alternatives; we have covered you in that search. In this article, I will discuss the top 7 Dubsado alternatives as we take a close look at their main features, pros, cons, and costs to show you how they can help you better manage projects.
This will help you to pick the most suitable Dubsado alternative.
What is Dubsado?
Dubsado is a software designed for creative freelancers, solopreneurs, and small businesses who want to save time and streamline their business operations.
Dubsado takes care of repetitive admin tasks enabling you to focus on building relationships and growing your business. Dubsado also allows you to organize appointments, create workflows, and complete tasks faster.
Dubsado's platform offers a wide range of features that allow users to manage projects simultaneously as it supports the automation and optimization of their business operations. This results in more efficient processes and increased productivity.
1. Forms and templates
Forms and templates are an essential part of customer relationship management and Dubsado provides a wide range of ready-made forms and templates. These can be used to send quotations and contracts, accept payments, and track customer information such as names and contact details.
Invoicing is a key part of any business and Dubsado helps to simplify the invoicing process. It provides the ability to customize invoices, manage payment schedules and create tax rules. In addition, it makes it easy to access reports on invoicing history and track overdue payments.
Dubsado offers automation features to save time and improve customer service. Automation can be used to send follow-up emails, trigger actions, and schedule tasks. These features help to improve efficiency and customer satisfaction.
Scheduling is another important feature of Dubsado. It enables businesses to create customizable calendars and manage appointments with clients. Dubsado also offers a range of features to help businesses manage resources and track costs.
5. Client portals
Client portals are a great way to streamline communication and manage customer relationships. Dubsado provides client portals that allow customers to access forms, send messages, and view updates. This helps foster better customer relationships and increase customer loyalty.
- Easy to create custom and visually appealing proposal
- It is more affordable compared to most of its competitors
- Automated workflows are easy to create and it can work as a sales CRM platform.
- You can integrate Dubsado with your existing tools like Calendly, Google Calendar, etc.
- Dubsado has no customer service
- The setup is difficult
- It has a high learning curve
- The interface is not very intuitive
This plan costs $20 per month or $200 per year, and it is perfect if you're just starting. The Starter plan gives you access to unlimited projects and clients, as well as invoicing and payment plans. You will also have access to form and email templates to make your life easier.
This plan costs $40 per month or $400 per year, and it includes all the features of the Starter plan. This plan also includes additional capabilities like scheduling, automated workflows, public proposals, multiple leads captures at once, and integration with Zapier.
Why you might need an alternative for Dubsado
Customer support: The lack of customer support from Dubsado is a major turn-off for some businesses that may need customer support for further inquiries and needs. If customer support is essential, consider Dubsado alternatives for helpful support teams.
Specific business needs: While Dubsado has a wide range of features, alternative software may have unique features that cater to your business needs. Some businesses may need more than the basic tools and opt for more robust and comprehensive software. They may have to look for another management tool like ClientVenue.
Ease of use: Some people may not find Dubsado user-friendly enough. Other project management software may be easier to navigate and use for them.
The best Dubsado alternatives
ClientVenue is an all-in-one solution that enables teams to collaborate seamlessly and enhance productivity. Its wide range of features enables teams to streamline tasks, track progress, share files, and manage resources effortlessly.
This management tool enables every team member to actively participate in project management and stay up-to-date with the latest developments, ensuring that projects are completed efficiently and effectively.
It also provides the convenience of managing projects from any device or location and offers real-time collaboration tools and cloud-based solutions to enhance productivity and efficiency.
- Billing and invoicing
- Contract templates
- Task management
- Dedicated client portal
- Easy onboarding
- Client management
- Collaboration is enhanced with ClientVenue
- The software offers highly customizable branding options
- Workflow automation is simple to implement
- Time-tracking capabilities are efficient and effective
- It offers an intuitive user interface.
- New users may face a steep learning curve with the software
- Customization options are limited in some areas
- User permissions and access control are also limited, which may not be ideal for some teams.
Pricing of ClientVenue
ClientVenue has two pricing plans, and they both have a free trial period of 14 days.
Professional: The Professional plan is available at $25 per user per month on monthly billing or $21 per user per month on annual billing. It has unlimited projects, a 10 GB storage drive, timesheets, resource management, client invoicing and payments, a branded white-label portal, people performance reports, integrations, and priority support.
Enterprise: The Enterprise plan is priced at $40 per user per month monthly or $33 per user per month on annual billing. This plan includes everything offered in the Professional Plan, including features such as client accounts, a 100 GB storage drive, a dedicated services selling page, an actual accounts manager, custom development, 1-on-1 custom onboarding and coaching, and daily standups.
Plutio is a versatile collaboration and crm platform that offers a wide range of features for managing projects, sharing files, creating proposals, invoicing, and automating workflows.
It is a great Dubsado alternative designed for small to medium-sized teams, Plutio provides an intuitive and user-friendly solution for running a business.
Plutio is a great management tool with an efficient task management system enables users to manage tasks effectively and stay on top of their projects. Plutio allows users to easily collaborate, share files, and automate workflows to streamline business operations.
- Project management
- Time tracking
- Client management
- Plutio is continually updating and improving its features to meet the evolving needs of its users.
- The availability of templates within the platform helps to save time and streamline processes.
- Plutio's user-friendly interface makes it easy for teams to navigate and use.
- Tasks can be automated, saving time and increasing efficiency.
- The initial setup process can be challenging for some users.
- Limited services are available for internal collaboration, which may be a drawback for some teams.
- Plutio lacks timing features, which may be a concern for businesses that require precise tracking of time spent on tasks.
Solo Plan - This plan costs $19/month. It supports up to 3 clients without contributors and features a white-label add-on.
Studio Plan - The Studio Plan costs $39/month. It supports unlimited clients and ten contributors and charges $5/month per extra contributor for up to 50 contributors. It also features a white-label add-on and a single sign-on add-on.
Agency Plan – The Agency Plan costs $99/month. It supports unlimited clients and 30 contributors and charges $5/month per extra contributor up to 5/100 contributors with white-label included. It also features a single sign-on add-on.
Agiled is another collaboration and CRM platform that simplifies the process of managing projects, tasks, employees, and clients. It lets you stay organized while working on projects, enhances client relationships, and saves time.
Agiled is a great business tool that helps you to streamline your workflow and easily monitor your progress, making it an essential tool for businesses looking to optimize their project management processes.
- Employee Management
- Project Management
- Workflow Automation
- Finance Management
- Agiled is user-friendly and straightforward to navigate.
- It is comprehensive features.
- Agiled can be customized to meet your specific needs
- It enables you to white-label the software with your domain name and branding.
- The mobile app is prone to errors and crashes, limiting its usability.
- Agiled has only a limited number of integrations with other software systems.
- The dashboard design is not visually appealing and may not be intuitive for some users.
- Expertise is needed in the setup making it challenging for new users to start.
Basic: This free plan is suitable for businesses that require only the essential features. The Basic plan supports up to 2 clients with 100 leads, two projects, five invoices, and up to 500MB of files, among other features.
Pro: The Pro plan costs $7.99 per user per month (on annual billing) and is designed for businesses with small teams. It includes unlimited contacts, projects, tasks, time trackers, invoices, products, files up to 100GB, and more.
Premium: Priced at $11.99 per user per month (on annual billing), the Premium plan is ideal for businesses with medium-sized teams. In addition to all the Pro plan features, it offers advanced capabilities such as three deals pipelines, subscriptions, unlimited files, and more.
HoneyBook is a comprehensive client management software that is designed to cater to the unique needs of small businesses, freelancers, photographers and various creative businesses.
It offers a one-stop solution for managing clients, projects, and payments, allowing you to streamline your workflow and boost productivity.
Automation of repetitive tasks can be achieved with HoneyBook, which allows you to stay on top of your to-do list, freeing up your time and resources to focus on growing your business.
- Streamlined client management
- Customizable templates
- Project management
- Lead capture
- Invoicing and billing
- • It is comprehensive
- • It offers innovative features
- • It is highly customizable
- It ensures seamless and secure transactions
- The customization is limited
- It has a high learning curve
Starter: This plan costs $19 per month on monthly billing or $16 per month on annual billing. It provides unlimited clients and projects, invoices and payments, proposals and contracts, calendars, professional templates, client portals, and basic reports.
Essentials: The Essentials plan costs $39 per month on monthly billing or $32 per month on annual billing. It includes everything in the Starter plan, a scheduler, automation, QuickBooks Online integration, and standard reports.
Premium: The Premium plan costs $66 per month on annual billing and includes all the features of the Essentials plan, as well as advanced analytics, automation, and a dedicated account manager.
5. Hello Bonsai
Hello Bonsai is a project management tool that makes workflow management easier for freelancers and small businesses. The goal of the platform is to improve business management by simplifying administrative tasks and automating different aspects of freelance work, so you can focus on what matters most – growing your entire business.
- CRM System
- Project Management
- Time Tracking
- Customer Support
- Finances Management
- It offers efficient time tracking
- Navigation is easy
- It is user-friendly
- Languages can be customized
- Inadequate evidence of work
- There are limitations to the contract creation tool
Hello Bonsai provides a seven-day trial period and offers three different pricing plans.
Starter: The Starter plan is available at a monthly billing rate of $24 or an annual billing rate of $17. It caters to freelancers and contractors starting. It includes unlimited clients and projects, invoicing and payment, proposals and contracts, scheduling, tasks and time tracking, client CRM, forms and questionnaires, and expense tracking.
Professional: The Professional plan is available at a monthly billing rate of $39 or an annual billing rate of $32. This plan includes everything in the Starter plan plus custom branding, automation of workflow, a client portal, unlimited scheduling events, QuickBooks integration, Calendly integration, Zapier integration, and up to 15 project collaborators.
Business: The Business plan has a monthly billing of $79 and an annual billing of $52. It offers everything in Professional, plus subcontractor management, hiring agreement templates for 1099 contractors, subcontractor onboarding, a talent pool, three team seats (additional seats for $9/month), accountant access, connect multiple bank accounts, unlimited subcontractors, unlimited project collaborators.
ManyRequests is another project management tool that provides various tools for managing projects and automating billing and onboarding, making it an ideal solution for agency owners and service-based businesses.
Its powerful automation features help you keep track of client requests and demands, while its intuitive user interface ensures a hassle-free experience.
- Client Portal
- Project Management
- File Sharing
- Billing and Invoicing
- Checkout Forms
- It provides a free trial period
- It is comprehensive
- Integration with several business tools
- It has an excellent customer support
- It is expensive
- It becomes very complex if only a single project is being executed
- It does not support translation
ManyRequests Pricing plans are divided into three.
Basic: The Basic plan costs $129 per month when billed monthly or $99 per month when billed annually, is ideal for smaller agencies. It includes 5 team accounts, unlimited clients and requests, no transaction fees, the ability to use your domain, a white-label portal, and integrations.
Pro: The Pro plan costs $299 per month when billed monthly or $249 per month when billed annually, is perfect for agencies that want to scale up.
It offers everything in the Basic plan, plus 10 team accounts (with additional seats available for $20 each), an affiliates module, the ability to use your address for email notifications, and the option to remove the "Powered by" branding.
Enterprise: The Enterprise plan is custom-priced and designed for agencies that require more seats and customization. It comes with custom development, 1-on-1 onboarding, group training, best practices tips for your team, and unlimited team accounts.
17hats platform is a comprehensive business process automation solution tailored for small businesses with a small workforce. It offers billing management, scheduling, and meeting organization features, reducing reliance on paper-based systems.
17hats helps you to free up valuable time as it improves your business management enabling individuals to focus on their core responsibilities.
This is particularly advantageous for self-motivated professionals working independently, who can reap significant benefits from utilizing the platform.
- Time management.
- Online scheduling
- Lead management.
- It supports multiple users
- Integrations with several platforms are possible
- It is a comprehensive project management solution
- It can be automated.
- Customer service is not readily available
- The interface is not intuitive
- It is not suitable for large companies
17hats offers three pricing plans with a 7-day free trial.
Essentials: The Essentials plan costs $13 per month on annual billing or $15 monthly. The Essential plan offers free CRM, 20 documents per month, one lead capture form, and one online scheduling service.
Standard: The Standard plan, which is the most popular, costs $25 per month on annual billing or $30 monthly. The Standard plan offers a Customer Relationship Management for life, 35 documents per month, three lead capture forms, brand customization, and access to the 17hats platform.
Premiere: The Premiere plan costs $50 per month on annual billing or $60 monthly. The Premium plan offers free CRM for life, unlimited monthly documents, 20 lead capture forms, and advanced automation features.
ClientVenue: The best Dubsado alternative
ClientVenue is the top pick when it comes to Dubsado alternatives. This platform has powerful automation capabilities, making it an ideal solution for every freelance business which may include service-based businesses, photographers, web and graphic designers, coaches, virtual assistants, marketers, and event planners.
ClientVenue has customizable workflows, templates, and triggers. Users can easily automate sending invoices, contracts, and questionnaires. It has a user-friendly interface, making it easy to navigate.
ClientVenue comes with a provision for video tutorials and customer support to help new users get started and stay on top of their business management. Customizable forms are also available to streamline the client onboarding process.
1. Billing & Invoicing
ClientVenue makes raising invoices for all your clients directly from your dashboard easy. You can keep a copy for documentation purposes, so you don't need to use a separate invoicing tool.
2. Task Management
Instead of using multiple tools, you can use the inbuilt client and task management workflow to manage all your tasks internally. This allows you to keep track of all your tasks and ensure that nothing falls through the cracks.
3. Dedicated Client Portal
ClientVenue has a client software portal for agencies that provides a dedicated space to manage all your client-related activities. Everything from onboarding to invoicing to day-to-day activities is organized in one place to ensure your clients have a great experience working with you.
4. Client Communication
Building trust and maintaining a good relationship with your clients is essential. ClientVenue helps you streamline your communication by using the built-in messaging system to keep track of all your conversations with clients.
5. Easy Onboarding
ClientVenue offers a dedicated onboarding workflow that makes it easy to onboard all your clients and gives them a great customer experience. The workflow has been tested with thousands of clients to ensure it is easy to use and effective.
6. File Management
You can manage all your files in one place using the file management and sharing feature. This makes it easy to keep track of all your shared items and ensures that your clients have access to everything they need.
ClientVenue integrates with all popular tools that you may already be using. This means you can connect everything in one place and further streamline your workflow.
This platform offers robust reporting capabilities, enabling you to generate custom reports on project progress and performance. This ensures that projects are completed efficiently.
9. Time Tracking
The time tracking feature provided by ClientVenue helps teams stay on task and use their time wisely. It also provides insight into the time spent on a project or job.
10. Resource Management
ClientVenue also offers resource management. Users can view project resources in one place, including the tools and materials needed and information about personnel, contractors, and vendors. This makes it easy to maintain a project timeline and ensure everything runs smoothly.
ClientVenue is a sure plug for keeping your teams connected, organized, and productive. It is a tool that comes designed with all the tools needed to enhance collaboration and efficiently streamline workflows making it a great Dubsado alternative.
Saving and distributing documents has been made easy with ClientVenue. The data can be accessed remotely, and users can examine their team performance through the advanced reporting options of ClientVenue.
ClientVenue has taken business management to another level. Small business owners as well as larger businesses can manage clients, receive online payments, ensure marketing automation, and stay on top of their business processes with the use of ClientVenue.