Dubsado

Got the Job Done Well – Could Be Much Better

Kommentare: It definitely got the job done, it was the best platform out there for what we needed, but it could have been so much better.

Vorteile:

My boutique creative agency was looking for a way to send proposals to both our clients and teammates through a platform that also had invoicing. The way Dubsado merges the proposal, contract, and invoice is really seamless. We also liked that our clients and teammates had a login to their portal where they could see all their contracts and correspondence. The latter feature was better than Honeybook because they didn't need to login every time they wanted to see an email. They could see emails in their email.

Nachteile:

Dubsado has a severe learning curve. It has such an active facebook group because it's so hard to set up Dubsado and there are people who literally specialize in Dubsado setup as part of their career. I think there has to be a more simple way to build a platform like this. I never had the time to make my contracts and portals look all specialized because Dubsado didn't make it easy to customize.

Workflow King!

Vorteile:

Workflows are very easy to create and manage. Proposals can populate contracts and invoice with precise detail. Smart fields and canned emails are easy to use.

Nachteile:

I wish Dubsado would incorporate if/then options into their workflow, so I don't have to add so many worst case scenario steps into client workflows. I also wish that they would have folders inside of workflows and even templates. If one aspect of your clients business includes 10+ workflows and 30+ canned emails, it gets confusing without folders to start working on another revenue stream. I use prefixes to separate and organize, but folders would be a game changer.

Great for client onboarding

Kommentare: It’s great. It makes sending proposals, automating workflows and managing leads really simple

Vorteile:

It’s great for making client onboarding super simple. The first time I sent over a proposal, my client paid within 5 minutes because it was so easy!

Nachteile:

I really wish the project management aspect was stronger. The client portal isn’t that great so I have to use a different project management tool. But it integrates really well with most things so it’s not too much of a problem.

Great software, but overkill for my needs.

Vorteile:

I like the contract management and forms. It helps unify my brand and keep all my legal items in one location. Also streamlines the contract signing process and editing the various contracts. I can also track payments on contracts there.

Nachteile:

Overall it just feels a bit clunky and perhaps too expensive and heavy for my business.... but now I honestly feel stuck in the product since I spent so much time creating documents and the various scheduling links and forms are all through my dubsado account. If were to switch to another provider, I would have to do a major overhaul across all my other marketing tools.

Excellent for Efficiency and Customization

Kommentare: Dubsado is without a great tool, that is an absolute must for my business. It provides so much help and customization to be organized and operate better with my army of one structure.

Vorteile:

What I love most about Dubsado is the able to create custom fields, contracts, proposals and more. This is super helpful when dealing with various project types. The automated workflows that can be created are also very amazing. You honestly can set it and forget about it.

Nachteile:

Some features that could use some improvement in Dubsado is the email functionality and some of the client information. You are able to have your emails linked to Dubsado, however it doesn't really seem as helpful as I originally perceived it to be. Sometimes there is a lag between my actual email inbox versus the Dubsado inbox. The client information could be cleaned up, for example, I would love if it could recognize that I have already entered the same clients and maybe update information as needed.

Dubsado is an excellent CRM!

Kommentare: Overall I love Dubsado. I wish the setup had been a bit more intuitive. I've made peace with not utilizing all of the features and will maybe get them set up one day. There are people you can pay to set up your Dubsado account that are certified by Dubsado.

Vorteile:

I love the ability to customize everything sent out to clients allowing me to stay on brand. I also love that my clients find it easy to schedule and pay invoices. Very intuitive on the client side.

Nachteile:

Dubsado is a major endeavor for setup. 2+ years later, I still have features I'm not using to the best of their ability.

Still full of bugs

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".

Terrible customer service!

Vorteile:

Having spent 1yr, money and VA time and money, finally it is running how I want it to run. Still not paying annually, as still teething issues. It does the automations that I need. Customer support is varied and slow as I'm the UK and they are in the USA, so time difference is a big issue.

Nachteile:

They left me for 1 week without sorting out my email connectivity, an issue which was caused by their servers being updated, not any changes my end. My IT dept had to step in and now that it has finally been restored, (a 10min job not 1 week of hassle) they have refused to refund me 1 months subsubsription for the hassle. Extremely frustrating and embarrassing for me and my clients.

Dubsado: not the most user friendly option

Kommentare: I’ve had to use with clients and I find that while it offers a lot of what they need it lacks in ease of use.

Vorteile:

I think it has good intuitive pieces to help funnel and move leads through a CRM

Nachteile:

I think it’s very clunky, I struggle understanding what sections or categories to find things or how to properly set them up it’s very overwhelming and I am tech savvy I just find this difficult and not user friendly

Dubsado Review

Kommentare: Overall experience has been great. With a fee upgrades this will be even better.

Vorteile:

I like that it over a trial up to 3 clients to see if i liked the product. I also like that their support team helps upload templates.

Nachteile:

Sometimes things are not intuitive. There are several limitations on connecting calendars.

Tech support is way too slow

Vorteile:

The integrated forms, the invoicing feature, and the canned emails.

Nachteile:

It can take a long time to get help with a problem, which can cause issues when trying to run a business. They need quicker tech support. You can only send email and wait hours for a reply. They rarely ever answer chat.

Dubsado over The Others (I've tried them all!)

Vorteile:

Beautiful proposal options and great options as well to customise proposals, contracts and invoices. Great integrations and calendar. Client portal suits our needs just fine.

Nachteile:

Learning curve was a bit steep however the training tutorials are amazing!

Dubsado is designed for Creatives

Kommentare: I love Dubsado and recommend it to all of my creative friends running small businesses. The time it saves, the ease of integration, and use for both me and my clients have been a true blessing as I started and run my business. I love I can tailor the system to my brand and look like a professional, larger than one person-run business.

Vorteile:

I love how Dubsado has lots of video training and offers tons of templates and support. I love how integrated it can be with my payment system, website, and email.

Nachteile:

The only real complaint and the struggle I have with setting up a variety of invoice types in Dubsado. Some of the problems are definitely user error, but more video training with different scenarios would be wonderful. Since Dusbado caters to creatives, and many creatives are visual, the training videos are a lifesaver for this small business entrepreneur.

They tried to charge my clients 100 tokens more than I issued invoice

Vorteile:

Their interface is really easy to use. I switched from honeybook. Live chat customer service.

Nachteile:

I issued invoice to my client and Dubsado tried to charge 100 times more than what I issued invoice for. I contacted to Stripe but they told me to contact to Dubsado and Dubsado never apologised to me or explained well. I almost lost trust from my client and I’m considering of switching to a different tool.

Makes my job easy

Vorteile:

The ability to send a proposal, contract and invoice in one make closing sales seamless.

Nachteile:

Lack of multi team features - multiple calendars and emails.

Dubsado is a business management game changer!

Kommentare: It's great and love using it and introducing it to other entrepreneurs.

Vorteile:

The robust features allow you to create workflows and experiences that provide the touchpoints that align with your brand and service expectations.

Nachteile:

I wish you could copy lead capture content/formatting to proposals.

Has potential but don't listen

Vorteile:

- Proposal, Contract, Invoice feature- Automation capabilities

Nachteile:

- Scheduler (can't mass update availability / once scheduler added to project, have to manually update availability - Customer service used to be amazing, not they blame the clients when everyone is experiencing the same pain point- They don't listen to features wanted but steady bring things no one asked for but benefit them- No multi-user calendar feature

Best CRM I've ever tried!

Kommentare: Since I started using Dubsado, my business feels easier to manage, especially considering I am a one-person business and I don't have to trust my memory anymore or rely on a paper journal. Automating actions has been a life saver!Also, my business looks way more professional since I started using forms and payments trough this platforms, and clients have let me know about it.

Vorteile:

Organization, organization, organization!I used to love to have everything written on a journal because I am a very visual person, but since I have Dubsado I don't rely on paper anymore because all I need to add to each job or client I can do it there and keep everything organized in separated areas.I can see all my current jobs in the Dashboard with deadlines, payment status and some little details about the specific job to keep a quick track of everything that needs to be done. One more thing I love about Dubsado is automation. Being able to automate processes like gathering client's information, sending some emails, invoicing and payments, making proposals from packages of products, public proposals... it's all about saving me time and extra unnecessary work on a daily basis.

Nachteile:

There are some things I would fix, especially from the form builder. I don't know why it doesn't have an "undo" option, which is very needed when designing something. Also, the fact that it is a platform that you run through a browser and not an app, bothers me a little. I would love it to be an app with important notifications instead of relying on emails to know when it requests my attention.

Brilliant--Have Never Recommended a Platform More

Kommentare: Brilliant--I tell everyone about Dubsado. It will keep you organised, your business looking professional, and significantly minimise the admin/operations tasks needed to keep projects ticking along.

Vorteile:

I like everything about Dubsado--full stop. If you're a professional services provider and in the business of delivery digital services, consulting services, etc. Dubsado is 100% for you and 100% worth the cost. (Which is quite affordable, all things considered.) I genuinely don't know how I manage the disconnected workflows of invoicing, contracts, payment reminders, scheduling, etc. before Dubsado. Also--onboarding! Our onboarding process now takes less than 5 minutes for a new project.

Nachteile:

Literally nothing. Do yourself a favour and just buy it. If you need support setting up the forms (it's super user friendly, but some users may need support onboarding or be time poor) reach out to their team and they can upload your first form for you. Done!

Dubsado - the best of a bad bunch.

Kommentare: After having constant frustrations and needing to constantly create work arounds, we decided to not use dubsado long term. It's a great product, but was not a good fit for our business due to a few specific requirements, especially around tax, invoicing, and pricing or payment options. Like i've said, it's a very powerful software, but is not always the right fit for every business. Hire a professional, think through your processes, and see if it will work for you. They have a great trial period (no end date, max of 3 customers) so you can have a good play with the system, without commitment, to see if it will work for you.

Vorteile:

I love the idea, concept and promise behind Dubsado, and I really, really wanted to love it. For businesses outside of australia who don't need to deal with GST, it's probably fine to use and will serve the purpose you require. It has lots of powerful features, and is great to help automate and systemise your small business, especially for service based businesses such as photographers, designers, and bridal industry organisations.

Nachteile:

It didn't handle GST very well for me as an Australian business, and although it integrates with Xero, the data was always mixed up between the two, despite lots of troubleshooting, and I found that the support team were very quick to say the issue was not their end, although it seems that it was due to the way that the system was set to calculate the tax. They also had a lot of items on their roadmap that seem to be in the pipeline for years on end with no implementation in sight.

Absolute best CRM for creatives I've ever used

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.

Like no other!

Kommentare: It helps me automate many things in the business for my clients. I love the invoicing features so much!!

Vorteile:

I love the neat and professionally done templates. The CRM that it is and how it's built to support a growing business since it keeps on improving too.

Nachteile:

The interface can be improved for sure so once new users are inside it won't overwhelm them.

Easy and professional way to send proposal, contract, and invoice, all in one

Vorteile:

I love that I can send one link to a client and it contains the proposal, contract, and invoice altogether. This makes it much easier and quicker for the client to sign on. Rather than sending the proposal, having the client agree, then send the contract, then the invoice, etc. It can be a lot of information that gets lost, or more difficult to get the client to follow up. With everything all in one, it is simple and quick!

Nachteile:

Dubsado connects with Quickbooks and other accounting software. It also has some financial management built-in. However, the built-in account is not good. It is decent to see some basic reports about taxes or income for certain categories, but I wouldn't track expenses with it.

Such a help to small business

Kommentare: I love this program and it's been hugely helpful as our small business has expanded quite a bit in the last few years. There's no way we would have been able to keep up with client communication and organization without it. It is a bit time consuming on the front end (each time you set up something new within the program) but it's worth it. After initial set up, it saves you so much time.

Vorteile:

This product helps us to stay very organized as we gain new leads from our website. We're able to automatically send information related to the lead interest and then track and organize these leads as they move through the workflows we've set up. There are layers upon layers of ways to organize leads, clients and jobs. You can stay really simple in this organization or get as detailed as you like.

Nachteile:

I typically have to train and really work at setting up new systems, and often ask for assistance from customer service. While it's worth it, you'll need to invest some time into using this program well.

I can't live without it now!

Vorteile:

It does everything I need it to, it's amazing, I wish I had started with it sooner! Proposals, invoicing, collecting payments, contract signing, bookings, everything is all in one place now and I can automate a lot of what I was doing!

Nachteile:

There's A LOT to learn, it definitely will take some time to get use to so I'm focusing on one project at a time and will continue to implement as I go