Was ist Dubsado?

Business management solution for your team.

Dubsado – Details

Dubsado

Dubsado – Details

Dubsado

Dubsado – Videos und Bilder

Nicht vom Anbieter bereitgestellt

Kosten ähnlicher Produkte wie Dubsado vergleichen

Startpreis

N/A
45,00 $/Monat
9,00 $/Monat
50,00 $/Monat

Kostenlose Version

Kostenlose Version Nein
Kostenlose Version Ja
Kostenlose Version Nein
Kostenlose Version Ja

Gratis Testen

Gratis Testen Nein
Gratis Testen Ja
Gratis Testen Ja
Gratis Testen Ja

Dubsado – Bereitstellung und Support

Kundenbetreuung

  • E-Mail/Helpdesk
  • Wissensdatenbank
  • Telefon-Support
  • Chat

Einsatz

  • Cloud, SaaS, webbasiert
  • Mac (Desktop)
  • Windows (Desktop)
  • Windows (On-Premise)

Training

  • Live Online
  • Webinare
  • Dokumentation

Funktionen von Dubsado

  • API
  • Abrechnung & Rechnungsstellung
  • Aktivitäts-Dashboard
  • Aktivitäts-Verfolgung
  • Angebote / Schätzungen
  • Anpassbare Berichte
  • Anpassbare Felder
  • Anpassbare Vorlagen
  • Aufgabenmanagement
  • Aufgabenplanung
  • Auftragsmanagement
  • Berichterstattung und Statistik
  • Bestandsverfolgung
  • Bestell-Management
  • Buchhaltung
  • CRM
  • Daten-Import / -Export
  • Dokumentenmanagement
  • Dokumentenspeicher
  • Drag-and-Drop
  • Drittanbieter-Integration
  • E-Mail-Management
  • Echtzeit-Berichterstattung
  • Echtzeit-Daten
  • Einkauf & Empfang
  • Elektronische Zahlungen
  • Erinnerungen
  • Finanzmanagement
  • Integration in die Buchhaltung
  • Inventarverwaltung
  • Kalenderverwaltung
  • Kontaktmanagement
  • Kundendatenbank
  • Kundenmanagement
  • Kundenportal
  • Kundenspezifisches Branding
  • Leistungskennzahlen
  • Lieferanten-Management
  • Marketing-Automatisierung
  • Mitarbeitermanagement
  • Prognosen
  • Projektmanagement
  • Projektzeiterfassung
  • Rechnungsmanagement
  • Terminplanung
  • Trainingsmanagement
  • Verkaufspunkt POS
  • Workflow-Management
  • Zeit & Kosten Verfolgung
  • Zugriffskontrollen / Berechtigungen

Siehe die vollständige Unternehmensführung Software Liste

Alternativen für Dubsado

Mehr Alternativen zu Dubsado

Erfahrungen mit Dubsado

Alle 24 Nutzerbewertungen lesen

Durchschnittliche Bewertung

Gesamt
4,3
Benutzerfreundlichkeit
3,7
Kundenservice
4,5
Funktionen
4
Preis-Leistungs-Verhältnis
4,3

Nutzerbewertungen nach Bewertung

5
14
4
5
3
4
2
1

Nutzerbewertungen nach Unternehmensgröße (Angestellte)

  • <50
  • 51-200
  • 201-1.000
  • >1.001
Sarah O.
Sarah O.
Editor in USA
Verifizierter Nutzer auf LinkedIn
Verlagswesen, Selbstständig
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Great CRM, bit of a learning curve

5 vor 5 Monaten

Kommentare: I've had great experience with customer support and will continue to learn how to best use it to support my business.

Vorteile:

I love the way everything is organized around projects. The lead capture form has been a great way to streamline inquiries. I was piecing together several free tools, and Dubsado's cost is well worth being able to integrate things as my business grows.

Nachteile:

There's definitely a learning curve and you have to watch a lot of videos to figure out how to set things up optimally. The videos are helpful, but it's a lot!

Nadia P.
Photographer in USA
Fotografie, Selbstständig
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Absolute best CRM for creatives I've ever used

5 vor 9 Monaten

Kommentare: The biggest benefits I've gotten from using Dubsado mostly have to do with being able to provide a great customer experience, while also not having to handhold my clients through things like their booking process. Because Dubsado gives me the ability to create a portal for every client, where they can make changes to their own questionnaires, make their own payments any time, and essentially take the wheel on their own accounts, I'm able to spend less time walking clients through every single step of working with me and therefore, more time focusing on adding further value to their experience with add-on services that I now have the time for because Dubsado is handling a lot of things for me on the backend.

Vorteile:

What initially drew me to Dubsado was the ability to create custom and visually appealing proposals. However, since starting to use it, there are so many other things that have proven invaluable to me. To sum it all up, what I love most about Dubsado is that my entire client lifecycle can live in this one place. Consolidating all my client contracts, communications, invoicing, etc in one place means that nothing slips through the cracks and I'm able to create an amazing customer experience.

Nachteile:

Some of the features still have some kinks. I attempted to use Workflows a while back and found them confusing and honestly, a bit scary (e.g. automated emails potentially going out at the wrong times) to use. I haven't tried using them for quite a while, and I imagine some of those kinks have been worked out. However, there's definitely room for improvement when it comes to things like intuitiveness of setting up things like workflows, payment plans, and automated invoicing.

Lorin J.
Director of Operations in USA
Professionelles Training & Coaching, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Easy Onboarding

5 vor 2 Monaten Neu

Vorteile:

Currently using Dubsado to onboard new clients and it has been an enjoyable experience. Once the workflows are setup, your entire business can run on automation.

Nachteile:

Could use a better UX design. A bit outdated

Joyee L.
Joyee L.
Educational Consultant in USA
Verifizierter Nutzer auf LinkedIn
Bildungsmanagement, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Still full of bugs

3 vor 8 Monaten

Kommentare: I want to like this software. I really do, but there are so many frustrating friction points.

Vorteile:

It has a level of customizability that seems appealing at first. I also allows for customized proposals and contracts that you can send to families, thus removing the need for a software like DocuSign. The idea of workflows seems interesting as well. Thus with the cost, it can ostensibly replace 2-3 different programs (contracts, proposals, invoicing, simple CRM)

Nachteile:

The usability is severely limited, and a lot of the features don't work as intended. We pour hours into this software every week trouble-shooting. Examples: -The email pixel doesn't always update properly. -Drag and Drop features on proposal builders. -The website forces us to log-in every time we want to access the website. -Invoicing features are not intuitive and invoices can't be adjusted by date. -Workflows require a multiple drafts and revisions to even make sure it is working. Customer support is responsive, but most of the time the answer is "we're working on it!" They offer classes on their software, but does it make sense to offer a 2 week long course. But most of the course is designed to say "this is how to work around this issue that we know you need to address".

Shawna M.
Business owner in USA
Eventservice, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Amazing

5 vor 2 Monaten

Kommentare: 10/10 amazing

Vorteile:

I love dubsado!!!! It is ideal for managing an event venue. I can assign employees task and clients with ease.

Nachteile:

The workflows malfunction frequently and even though it’s paused it will send an email not meant to be sent causing confusion with the clients