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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 helps photographers organize, optimize, and ultimately automate complete workflows. Cut out busy work and save hours previously spent on repetitive, manual tasks. Manages photography businesses with client information, bookings, lead tracking, work and task management.

It is an organizational platform designed to be the hub of your photography business providing you with the resources you need to create better systems immediately and empower your business 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. Collecting leads is crucial for business. Táve’s included forms work on any website and allow you to generate quality leads each month.

2. Quotes, questionnaires, contracts, and invoices, all in one spot. Give your clients a single link that they can use, so they’re always in the know.

3. Never let a client slip through the cracks again. Their automations keep your business moving, and make sure you stay on task.

4. Keep your business (and your clients) protected with built-in contracts. Create contract templates that you can re-use over and over again.

5. Take advantage of pricing psychology and send quotes with multiple packages and optional add-ons to ensure your clients are getting exactly what they need.

6. There is no working for “exposure” there. Collect payment for services, retainers, and more with invoices.

7. Install full workflows, created from industry professionals, with the click of a button. Once installed, you can leave as is or customize to your brand.

8. There is an old adage of "What gets measured gets improved" and I am impressed by how closely they have maintained that philosophy when building reports. Intelligently monitor leads, conversion rates, product sales, and so much more.

9. Solid client relationships are built on a foundation of trust and understanding. Their questionnaires allow you to collect important information that can be used in contracts and emails.

Tave Studio Manager Features

  • Billing & Invoicing
  • Client Management
  • Contract/License Management
  • Order Management
  • Contact Forms
  • Client Portal
  • Workflows & Automations
  • Quotes
  • Template Gallery
  • Lead & Job Reports
  • Questionnaires

Pros and Cons of Tave

Pros:

  • The prompts for managing our client timelines were awesome.
  • It is a very helpful tool for an established photographer who needs to keep a detailed schedule and keep their business organized and optimized.
  • It was very useful and lovely on how it made businesses seem more professional.
  • Great for photographers running a single person business.

Cons:

  • Half-witted implementation of features.
  • Abuse of community to provide support because the company refuses to properly organize themselves in accordance with their alleged user base.
  • Has some major bonuses, and then some disappointing problems.
  • There is no 24hrs tech support/customer service.

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.

Dubsado Pricing Structure

Dubsado

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 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.

Comparison

Both Tave and Dubsado are very good as standalone business management tools but there are a few notable differences which make the both of them stand out.

  1. Dubsado has a steep learning curve when it comes to the gaining all its functionality whereas Tave has a much smoother learning experience and is more interactive.
  2. If you are one on the move, Tave provides you with a mobile app which will keep your clients in your pockets allowing for lightning fast communication. Dubsano as of writing this article does not have any app.
  3. Dubsado will give you a very professional experience whereas Tave is known for its hands off approach and has left everything to its community.
  4. Tave is made focusing on photographers; both single and enterprises whereas Dubsado offers an all round experience tailor made for your needs.
  5. Tave is ideal for small scale businesses whereas Dubsado is more suited for large organizations.

The better alternative...

What if I told you that there is a software that exists which combines the benefits of both and minimizes their flaws?

After using multiple such CRM products I can say with absolute certainity that ClientVenue is heads and shoulders above its competition when it comes to both the technical and quality of life features offered.

It has an edge over the offerings of its competition since it distinguishes itself by:

1.Creating the easiest onboarding experience for your client

Even before work on the project begins, the first impression is often the best chance for you to keep your client.
A seamless Client Onboarding Process demonstrates your professionalism and creates an aura of knowledge around you.
Instead of being trapped on mundane work, Clientvenue's integrated client automated onboarding process will allow you to focus more on how your organisation scales.

2. Easy to view Services section

Each service is displayed with the payment system being used beside it. So, as you can see you can find all the services your organization is working on under one tab which you can sort by:

a) Name/Type

b) Amount

c) Date Created

d) Offerings

e) Whether they are shown in your catalog

With a single click of a button, you can simply create preview links for your clients. The client only needs to click on the link to see how far along you are with the project.

3. Integrates with the best known tools available on the web

Clientvenue performs an excellent job of selecting the right technologies to connect your organisation, guaranteeing clear communication and smooth integration so that you and your client are always on the same page.

Simply join up with any programme (for example, Slack) and it will automatically connect to your clientvenue workplace.
All you have to do is give Clientvenue with your unique reference number, registered website, or registered licence information, and the rest will be taken care of immediately.
Also, because Clientvenue is constantly integrating more and more critical products, such as Hubspot and LiveChat, to mention a few, this list is not exhaustive.

I will just expand on these integrations and how they will assist you in selling your productized service:

a) Slack: Connect your slack account with Clientvenue to never miss an update in your projects.

b) Stripe: ClientVenue is a Stripe Connect Partner & helps in managing all the payments, invoice, products (services), etc. on user's behalf.

As a Stripe partner they don't charge any fees or commissions, & all the Stripe payments will not be subjected to any additional charges other than that of what Stripe already charges.

c) Intercom: They are a complete customer communications platform with bots, apps, product tours, and more—like email, messages, and a help center—so you are able to build great customer relationships, on every step of the way.

d) Crisp: Similiar to Intercom the Crisp Shared Inbox centralizes all your conversations. From Live Chat, Email to Facebook Messenger, Twitter DM, SMS... Collaborate effortlessly inside one inbox, to offer the best customer service to your customers.

e) LiveChat: LiveChat is a complete customer service platform that delights your customers and fuels your sales. It gives you a free 14 day trial, has the option of automation and allows for omnichannel messaging.

f) HubSpot: HubSpot’s CRM platform has all the tools and integrations you will ever need for marketing, sales, content management, and customer service.

g) Tawk.to: Monitor and chat with the visitors on your website, respond to support tickets and create a help center to empower customers to help themselves. The best part you ask? All of this is 100% free!

h) Facebook Pixel: It is simply a piece of code for your website that lets you measure, optimise and build audiences for all of your advertising campaigns! It is one of the best ways to know your target demograph and increase clicks.

i) Webhook: Use Webhook to connect your portal with other platforms.

4. Personalized Workspaces

Personalized workspaces allow you to keep all of your tasks organised in one location without having to keep many tabs open at the same time.
The clean interface, combined with the easy-to-use design, allows you to do away with the need to keep comprehensive records.

You can include both services provided outside the client and from within the client seamlessly along with having a record of archived and completed projects as well.

You will be able to see all your projects which are automatically subdivided into:

a) Internal: To be used within your organization

b) External: To be done for a client

c) Archived: Projects archived by you

d) Completed: Completed projects

While creating a project you can even add teammates and edit all these details as soon as the need arises.

5. Minimalistic and to the point dashboard

Clientvenue's dashboard is simple and straightforward, providing clear information on the most critical metrics that determine your performance.
It's the greatest method to know where you're at with clear visibility of your number of clients, services, and revenue all on one screen.
It also contains a reminder if any chores are due soon, ensuring that you don't miss any critical deadlines!

6. Client Handling Portal

Your panel will display all of your clients, the amount of services provided, the contact information for their representatives, the payment status, the name of assigned projects, and whether or not they are active.
You'll be able to make changes to all of this client data whenever the scenario requires it. You'll even be able to keep track of all of your requests under one heading!

7. Teams and Teammates

You can give your teammates 3 levels of access;

a) Viewer: Can only view the project

b) Editor: Can make changes wherever necessary

c) Manager: Have full access to the project and is able to oversee every member

This allows you to identify bottlenecks and ensure that everyone on your team is on the same page.
Projects can be freely assigned to coworkers, and Clientvenue guarantees you have all the tools you need to manage your team as efficiently as possible.

You can also activate/deactivate a teammate’s current status at a flick of a button.

8. Billing and Invoices

Clientvenue features a section dedicated to automating your invoicing and billing using widely accepted payment methods like as Stripe and PayPal. All you have to do now is check your income on a regular basis once you've set it up!
You can assign several services to a client and see whether they are paid for or overdue automatically.

In the Invoices tab you have complete control over each client and can have access to the following:

a) You have the option of charging the customer's payment method on file automatically or sending an invoice to the customer to pay manually.

b) You can set a due date of payment (for example: within 15 days 30 days, 6 months etc. from when the invoice is sent).

c) This section includes a separate head for overdue payments under one section so that you never miss a client who is not willing to pay!

d) You may additionally personalise your invoices by adding up to five more bank and tax data. It is here that you will profit from Clientvenue's interface with Stripe, which allows you to conduct payments directly from the source.

9. Share your project board with your client

Clientvenue's new feature allows you to share your board with your client to ensure transparency and to communicate the progress you've made in real time.
As indicated in the image below, you may choose which task information to disclose, and all you have to do is tick boxes and give the public link.

After getting access through the public link and putting in the required pass code your client will see this:

10. Restrict Project Mode

It's a new toggle button that ensures communication clarity and prevents the wrong manager from receiving incorrect information. It's just a small convenience that I really appreciate.
If the tasks are not given to anyone or are only supposed to be assigned to a select few during this mode, you can use this button with ease.

11. Branding

Clientvenue gives you the option to assign a custom domain to your portal. Simply enter your domain name in the field and use the values in the DNS panel.
This capability essentially allows you to rebrand an existing email software platform. This allows you to customise the software platform with your company's name.

Conclusion

Both Tave and Dubsado are extremely good at what they do and have their respective niches. It is difficult to say which one is the definite winner but for me Dubsado just edges the win because of how poorly Tave is run.

But, ClientVenue is leaps and bounds ahead and even offers a free trial. So go ahead and check it out!

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