I'm your Chief Systems Officer. I take your complex problems, and find ways to simplify them. With both a background in Project Management and Business Analysis, I'm able to identify processes in your business that are either slowing you down, or negatively impacting your client's journey and experience with you.
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How do you manage your clients? If you didn’t mention a customer relationship management software, we need to change that. Instead of having invoicing, scheduling, contract signing, and payment processing in different places, a CRM consolidates everything into one neat platform. With this level of organization, it’s much easier to manage your current and potential clients.
Finding comprehensive customer management software can be challenging, especially when you don’t know what to look for. You want to choose a platform that fits all your needs while creating a streamlined and hassle-free process for your clients. Two of the most popular CRM software, Honeybook and Dubsado, are great contenders for this position.
The apps offer similar basic features, but their functionality and layouts differ. The best platform for you depends on the size of your business, the level of customization you want, and the features you need to manage your clients. So, which is best for your business?
Honeybook is a suite platform built for organization and customer management. This software is very intuitive on the business and customer sides. Honeybook is a good option for new or service-based businesses that use other platforms for client communication and want one place to track and manage documents and transactions. Honeybook offers fundamental CRM features and automations to make invoicing easier for you and the client.
Honeybook’s pricing is all-inclusive, but it only offers two tiers.
Dubsado is a CRM suite that combines multiple systems into one platform to help businesses communicate with clients and their teams. This software is suitable for service-based and product-based businesses. Dubsado combines the basics of task management software with a client management platform to streamline transactions. For businesses that need more organization and automation, because they work with multiple clients, Dubsado is a great option.
Dubsado offers payments on a monthly and annual scale with varying features.
Dubsado charges for add-ons to your subscription. Each business added to your account is a $10 upcharge. Dubsado charges for team members you add to the business. You receive three users for free before being charged for additional members.
Consider Honeybook if you run a small, service-based business with a few employees. I would also suggest it to those with less than 15 clients who want a streamlined platform for storing legal agreements and financial transactions. Honeybook is ideal for businesses that use other apps for client communication and task management. It’s a more affordable software but lacks some customization options and customer management aspects other businesses want.
Dubsado is a good choice for larger service-based and product-based businesses with less than 30 employees. I would recommend Dubsado to those with more than 15 clients who want greater customization and automation for their invoicing and proposals. Dubsado is a good platform for providing clients with one convenient place to access their transactions and messages. It’s also ideal for businesses with a heavy emphasis on bookkeeping because of the integrations and cash flow metrics.
Both apps are viable options for businesses exploring CRM software! When it comes to basic features, Honeybook and Dubsado rank evenly. I believe the decision boils down to customization, organization, and the number of clients you serve. Both Dubsado and Honeybook offer free seven-day trials, so you can give it a go before committing.
Every business needs CRM software! Navigating the CRM software market can be intimidating, especially when you don’t know what to look for! Fortunately, I’m all about finding and optimizing the platforms to best support your business. Let’s get in touch! Contact me today to simplify your systems.
To keep it simple, I’m Ashley, a Chief Systems Officer. I take your complex problems and find ways to simplify them. My goal isn’t just to save you time (saving you time is the easy part!) – I want to fully level up the way you interact, manage, and fulfill offers for your clients. I want to help you provide a cohesive experience. An experience that not only feels like quality but looks that way too. From onboarding to offboarding – I want to transform each phase of interaction from lead to signed client. Let’s work together!