As a business owner, it can be overwhelming to manage all aspects of your business, from creating proposals to managing clients, and invoicing. That’s where customer relationship management (CRM) tools come in handy. Two popular CRM tools for small businesses are Dubsado and Honeybook. In this blog post, we’ll compare the features of Dubsado vs. Honeybook and help you decide which one is right for you.
Dubsado
Dubsado is a comprehensive CRM platform that helps small business owners manage their clients, invoices, and proposals. The platform offers a wide range of features, including client management, project management, and invoicing. Dubsado’s interface is user-friendly, making it easy for beginners to use.
One of the best features of Dubsado is the ability to automate tasks. You can automate emails, proposals, contracts, and invoicing. This saves you time and streamlines your workflow. Dubsado also has a built-in scheduler, so you can schedule appointments with clients without having to send emails back and forth.
Another great feature of Dubsado is the ability to create custom workflows. This allows you to create specific tasks for each project and automate them. You can also create templates for proposals, contracts, and invoices, so you don’t have to create them from scratch every time.
Dubsado offers two monthly pricing plans. Starter plan at $15 and a Premier plan at $35 per month. If you want to save over 15% more a year, you can also sign-up for their annual plan at $150 and $350 a year. There’s also a free trial period, so you can test out the platform before committing. What we love about Dubsado’s trial method is that it is based on the number of clients in your Dubsado account. You can add up to three clients on the free trial which gives you great insights into if this CRM works for you before you commit.
Honeybook
Honeybook is another CRM platform that’s popular among small business owners. The platform offers similar features to Dubsado, including client management, project management, and invoicing. Honeybook’s interface is also user-friendly, making it easy for beginners to use.
One of the standout features of Honeybook is the ability to create workflows. This allows you to create specific tasks for each project and automate them. Honeybook also has a built-in scheduler, so you can schedule appointments with clients without having to send emails back and forth.
Another great feature of Honeybook is the ability to create proposals and contracts. You can create templates for these documents and customize them for each client. Honeybook also has a built-in e-signature feature, so clients can sign the documents electronically.
Honeybook offers a variety of pricing plans, starting at $39 per month or $390 a year. There’s also a 7-day free trial period, so you can test out the platform before committing. We do find that it is difficult to test out all the features of Honeybook within these 7-days but they often have special offers which allow you to signup for their CRM at a heavily discounted price for the first 6 months or year.
Which One is Right for You?
Both Dubsado and Honeybook offer a range of features to help small business owners manage their clients, invoices, and proposals. However, there are a few key differences between the two platforms.
Looking for a platform that offers comprehensive automation? Dubsado may be the better option. Dubsado allows you to automate tasks such as emails, proposals, contracts, and invoicing. This saves you time and streamlines your workflow.
If you’re looking for a platform that offers robust proposal and contract features, Honeybook may be the better option. Honeybook allows you to create templates for proposals and contracts and customize them for each client. Honeybook also has a built-in e-signature feature, so clients can sign the documents electronically.
Dubsado and Honeybook are two great options for small business owners looking to streamline their workflow and manage their client relationships more efficiently. Both platforms offer a wide range of features, integrations, and customizations, making them suitable for various industries and business types. While Dubsado offers a more robust project management and automation system, Honeybook shines with its user-friendly interface and comprehensive client management tools.
If you’re still unsure which platform is right for you, we encourage you to try both with their free trials and see which one fits your needs and preferences. By using our affiliate links for Dubsado, you can enjoy 20% off your first month or year. For Honeybook, you can enjoy 20% off your first year or $1/month for your first 6 months.
If you need help setting up your CRM or integrating it with your other business tools, don’t hesitate to reach out to twelve-o-one. We can help your Company’s workflow and improve productivity with efficient systems and processes. Schedule a clarity call today and take your business to the next level.