Tave vs Dubsado: Which is Better?

Tave 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 Tave vs. Dubsado dispute!

Tave vs Dubsado: Which is Better?

Tave:

Táve assists photographers with workflow organisation, optimization, and ultimately automation. Eliminate busy work and save time that would have been spent on monotonous, manual tasks. manages photography businesses by keeping track of leads, scheduling, client information, and work and task management.

It is an administrative system created to serve as the center of your photography business, giving you the tools you need to immediately build better systems and empower your company for years to come.

Tave Pricing Structure

Tave Studio Manager

1. SOLO

$21.99/month

  • 1:1 Account Setup & Training
  • Access to All Tave Features
  • Phone and Email Support
  • 2 Users
  • 1 Brands
  • Unlimited Everything Else

2. BOUTIQUE

$29.99/month

  • 1:1 Account Setup & Training
  • Access to All Tave Features
  • Phone and Email Support
  • 6 Users
  • 4 Brands
  • Unlimited Everything Else

3. STUDIO

$43.99/month

  • 1:1 Account Setup & Training
  • Access to All Tave Features
  • Phone and Email Support
  • 10 Users
  • Unlimited Brands
  • Unlimited Everything Else

Top Tave Features and Benefits

1. Lead generation is essential for business. The forms that come with Táve can be used on any website and let you produce high-quality leads each month.

2. Accessible quotes, questions, contracts, and invoices in one location. Give your customers a single link that they can use to stay updated.

3. Don't ever again let a client fall through the cracks. Their automations make sure you stay on task and keep your business running.

4. Use built-in contracts to protect your company (and your clients). Make reusable contract templates so you can use them time and time again.

5. Use pricing psychology to your advantage by sending quotes that include a variety of packages and add-on options to make sure your customers are receiving everything they require.

6. There is no "exposure" work there. Use invoices to get paid for services, retainers, and more.

7. You can install complete workflows made by professionals in the field with just a click. You can leave the installation as is or make changes to fit your brand.

8. I am impressed by how carefully they have adhered to the idea that "What gets measured gets improved" when creating reports. Monitor sales, conversion rates, leads, and a variety of other things intelligently.

9. Trust and understanding are the cornerstones of strong client relationships. You can gather crucial data from their questionnaires to use in contracts and emails.

Tave Manager Features

  • Billing & Invoicing
  • Management of Clients, Contracts, and Licenses
  • Forms for Order Management Contact
  • Automations & Workflows for Client Portals
  • Quotes
  • Template Collection
  • Job & Lead Reports
  • Questionnaires

Pros and Cons of Tave

Pros:

  • The prompts for managing the timelines of our clients were fantastic.
  • For a seasoned photographer who needs to maintain a detailed schedule and keep their business organized and optimized, it is a very useful tool.
  • It was lovely and very helpful in how it gave businesses a more polished appearance.
  • Excellent for photographers who operate a one-person business.

Cons:

  • Implementation of features is clumsy.
  • Because the company won't properly organise themselves in accordance with their alleged user base, the community is being abused to provide support.
  • It has some significant advantages followed by some disappointing drawbacks.
    There isn't customer or tech support available around-the-clock.

Dubsado:

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

Dubsado keeps your company operating. Establish connections, make appointments, and design workflows to organise your projects from beginning to end.

Dubsado Pricing Structure

Dubsado pricing structure
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  Dubsado  Benefits

1. Forms made to save time, for example
Create reusable form templates with your specific branding and use them for your contracts, lead capture forms, questionnaires, and proposals.

2.Get paid promptly.
Don't let another obligation to pay slide. To keep your clients on track, create invoice templates with payment plans and automated reminders.

3. Empty your plate.
Automated workflows, recurring payments, confirmation emails, payment reminders, and other features help you eliminate repetitive tasks.

4. Keep yourself organized and connected
Relations are important. Organize communication with clients through projects and emails, task boards, and client portals.

5. Simpler booking, more customers
Customers can book directly through the scheduler on your website, allowing you to focus more on connecting with customers rather than on scheduling.

6. Maintain your financial discipline
To stay in control of your finances, keep track of unpaid invoices, profit margins, expenses, and referral sources.

Dubsado Features

  • Formats & Forms
  • Invoicing
  • Client and Project Management
  • Scheduling
  • Reporting Workflows
  • Acquisition of Clients Proposals
  • Customizing the Client Portal
  • Customer Service

Pros and Cons of Dubsado

Pros:

  • There are numerous features and options for customization.
  • Additionally, the tool is free to use for up to 3 clients, which is excellent for new users.
  • Fillable, customizable forms
  • Scheduling and automation features.
  • Creating client portals is possible capacity for white-label branding
  • Incredible customer service

Cons:

  • The tool can have a steep learning curve when first used, and the user interface can occasionally be cluttered, according to some user reviews.
  • There isn't even a mobile app.
  • The software is prone to errors and bugs.
  • Initially challenging learning curve.

The better alternative...

What if I told you there is software out there that combines the advantages of both while minimising their drawbacks?
After using a number of these CRM products, I can say with absolute certainty that ClientVenue is far and away the best option available in terms of both technical and usability features.

It has an advantage over the products of its rivals because it sets itself apart by

  1. Making client onboarding as simple as possible

The first impression is frequently your best chance to keep the client, even before the project work starts.

A smooth client onboarding procedure shows off your professionalism and gives you a sense of authority.

You can concentrate more on how your organisation scales thanks to Clientvenue's integrated client automated onboarding process as opposed to being shackled to menial tasks.

2. Services section is simple to view

The payment method being used is shown next to each service. As you can see, all the services your company is involved in are listed under one tab that you can sort by:
Name/Type, Amount, Date Created, Offerings, and so forth.
e) Whether you display them in your catalogue.
You can quickly and easily generate preview links for your clients with just one click of a button. To show the client how far along you are with the project, they only need to click on the link.

3. Works in conjunction with the most well-known online tools.


Clientvenue does a fantastic job of picking the appropriate technologies to link your business, ensuring clear communication and seamless integration to keep you and your client on the same page.

Simply sign up for any program (like Slack) and it will connect to your clientvenue office automatically.

The rest will be handled right away once Clientvenue has your specific reference number, registered website address, or registered license information.

Additionally, this list is not all-inclusive due to Clientvenue's ongoing integration of more and more important products, including HubSpot and LiveChat, to name a couple.

I'll just go into more detail about these integrations and how they can help you market your productized service:

a) Slack: Link your Slack account to Clientvenue to ensure that you never miss a project update.

b) Stripe: ClientVenue manages all payments, invoices, products (services), etc. on behalf of users as a Stripe Connect Partner. As a Stripe partner, they don't impose any additional fees or commissions, and all Stripe payments will only be subject to the fees that Stripe already levies.

c)Intercom is a full-featured customer communications platform that includes bots, apps, product tours, and more—such as email, messages, and a help center—so you can develop strong customer relationships at every stage of the customer journey.


d) Crisp: The Crisp Shared Inbox centralises all of your conversations, similar to Intercom. From Live Chat to Email to Twitter Direct Messages to SMS... In order to provide your customers with the best customer service possible, collaborate easily inside of one inbox.


e) LiveChat: LiveChat is an all-inclusive customer service platform that boosts sales and pleases customers. It offers a 14-day free trial, offers automation, and supports omnichannel messaging.


f) HubSpot: The CRM platform from HubSpot has all the integrations and tools you could possibly need for content management, sales, marketing, and customer service.


g) Tawk.to: Keep an eye on website visitors, engage them in live chat, respond to support tickets, and set up a help centre to let customers assist themselves. What is the best part, you ask? This is all completely free!


h) Facebook Pixel: This is just a piece of code that you add to your website to enable audience building, optimization, and measurement for all of your advertising campaigns! It is among the best methods for learning about your target demographic and boosting clicks.
Webhook: Connect other platforms to your portal using Webhook.

4. Customizable Workspaces

Without having to keep a lot of tabs open at once, personalised workspaces let you keep all of your tasks organised in one place.
You can do away with the need to keep extensive records thanks to the clear interface and user-friendly layout.

Along with keeping track of archived and finished projects, you can seamlessly include both services offered from within the client and from outside the client.
Your projects will all be visible to you and will be automatically divided into:
a) Internal: To be used within your company b) External: To be completed for a client c) Archived: Projects that you have archived d) Completed: Projects that have been completed
You can even add team members and make any necessary changes to these details while creating a project.

5. A straightforward and minimalist dashboard

The dashboard from Clientvenue is clear and uncomplicated, offering information on the most important metrics that affect your performance.

The best way to know where you stand is to have clear visibility of your clientele, services, and revenue on a single screen.

To make sure you don't miss any important deadlines, it also includes a reminder for any tasks that are approaching due dates.


6. Customer Service Portal

All of your clients will be listed on your panel, along with the number of services rendered, contact information for each client's representative, payment status, the title of assigned projects, and whether or not they are currently active.

All of this client data can be changed whenever the situation calls for it. Even better, you'll be able to manage all of your requests under one heading!


7. Groups and coworkers

You can grant your team members access at three different levels: a) Viewer: This role can only view the project; b) Editor: This role can make changes as needed.
c) Manager: Has complete access to the project and has the authority to supervise each team member
By doing so, you can locate any bottlenecks and make sure that everyone on your team is communicating effectively.
Coworkers may freely assign projects to one another, and Clientvenue ensures that you have access to all the resources necessary to lead your team as effectively as possible.
Additionally, you can quickly activate or deactivate a teammate's current status.


8. Invoices and Billing

A section of Clientvenue is devoted to automating your billing and invoicing using widely used payment processors like Stripe and PayPal. Once you've set it up, all you have to do is regularly check your income! A client can have multiple services assigned to them, and you can automatically check whether they are paid for or past due.

You have total control over every client in the Invoices tab and have access to the following:

a) You can choose to automatically charge the customer's saved payment method or to send them an invoice for manual payment.
b) You can specify a payment deadline (for example: within 15 days 30 days, 6 months etc. from when the invoice is sent).
c) To ensure that you never overlook a client who is unwilling to pay, this section has a separate heading for past-due payments under one section.
d) You can further customise your invoices by including up to five additional bank and tax details. You will benefit from Clientvenue's integration with Stripe in this situation because it enables you to make payments directly to the provider.

Show your client your project board.
You can now share your board with your client using Clientvenue's new feature to ensure transparency and to update them on your progress in real time.
You can select which task information to disclose, as shown in the image below, and all you have to do is check the appropriate boxes and provide a public link.

Your client will see this after using the public link to gain access and entering the necessary passcode:

Project Restrict Mode
It's a brand-new toggle button that ensures accurate communication and stops the wrong manager from getting the wrong information. I really value the small convenience it provides. You can use this button easily if the tasks are not supposed to be assigned to anyone or are only intended to be assigned to a small number of people during this mode.

Marketing
You have the option to give your portal a custom domain through Clientvenue. Enter your domain name into the field and make use of the DNS panel values. You can essentially rebrand an existing email software platform using this capability. This enables you to brand the software platform with the name of your business.

Conclusion
Tave and Dubsado each have their own specialisations and are very skilled at what they do. It's hard to pick a clear winner, but I think Dubsado just edges it out because of how poorly Tave is run.
However, ClientVenue is far superior and provides a free trial. So feel free to check it out!

Running an agency?

Clientvenue is an all-in-one client portal and client requests management software.

Learn more