11 Best Dubsado Alternatives: Worth Trying
December 31, 2024
Dubsado is great for agencies, but many don’t need its rich features. Explore these Dubsado alternatives for freelancers and small teams looking for simpler, cost-effective CRM tools.
Dubsado is a popular CRM tool for managing clients, projects, and workflows. It’s best suited for agencies and businesses needing rich, customizable features.
However, it may not be ideal for freelancers or small teams who prefer affordable, simple solutions. The following list covers you if you’re seeking a more uncomplicated or budget-friendly alternative.
In this blog, we’ll explore 11 top Dubsado alternatives to help you find the best tool for your business. Whether you’re a freelancer, small business owner, or creative professional, there’s an option here for you.
Key Takeaways
- The best Dubsado Alternatives are,
- OneSuite – best for Client Portal
- HoneyBook – best for small businesses, freelancers, and entrepreneurs
- Plutio – best for professional invoice
- 17Hats – best for online scheduling, invoicing, and time tracking
- Bonsai – best for freelancers, agencies, and consultancies
- ClickUp – best for task management, collaboration, and automation
- Salesmate – best for small to medium size businesses
- Bitrix24 – best for SMBs, startups and organizations
- Studio Ninja – best for photographers
- FreshBooks – best for SMBs and freelancers.
What Should You Look for in Dubsado Alternatives?
Not all CRM tools are created equal; what works for one business might not work for another. If Dubsado isn’t meeting your needs, it’s essential to evaluate alternatives based on these critical factors:
1. Pricing
For many businesses, pricing is one of the biggest reasons to look for alternatives to Dubsado. While Dubsado offers robust features, its cost can be prohibitive for startups, freelancers, or small businesses with limited budgets.
Look for tools that offer flexible pricing options, such as tiered plans or pay-as-you-go models. Some tools also provide free plans with basic features or free trials that allow you to test before committing. Typically, good alternatives range from $10 to $50 per month, depending on the feature set and business size.
2. Ease of Use
A CRM tool should simplify your processes, not make them more complicated. It might not be the right fit if you’re spending too much time learning how to use the software.
When exploring alternatives, prioritize tools with a clean and intuitive interface. Look for features like drag-and-drop functionality, simple navigation, and helpful tutorials to make onboarding easier. This is especially important if you’re not tech-savvy or don’t have the resources for extensive training.
3. Feature Suite
The features a CRM offers will significantly impact your workflow. While Dubsado includes invoicing, contracts, and automation, some businesses might need tools with additional or niche functionalities.
Consider what your business truly needs:
- Invoicing and Payments: Simplify billing with automated invoicing and online payment options.
- Client Portals: Offer clients a dedicated space to view projects, files, and updates.
- Scheduling: Streamline appointment booking with built-in calendar tools.
- Automation: Save time by automating repetitive tasks like sending reminders or follow-up emails.
- Reporting: Get insights into your business performance with data-driven dashboards.
Having a rich feature suite ensures your CRM can handle all your client management needs in one place.
4. Integrations
A good CRM should work seamlessly with the tools you’re already using. For example, if your business relies on Google Workspace, QuickBooks, or Mailchimp, choose a tool that integrates with these platforms.
Integrations can help you:
- Sync data across tools.
- Automate workflows between platforms.
- Reduce time spent on manual data entry.
The more integrations a tool supports, the more versatile it becomes in streamlining your operations.
5. Scalability
Your business might be small now, but what happens when you grow? A CRM should be able to scale with your needs.
Check whether the software supports:
- Adding more team members or users.
- Managing multiple projects or businesses.
- Handling a larger volume of clients or data.
Scalability ensures you won’t have to switch tools as your business expands, saving you time and effort in the long run.
Best 11 Dubsado Alternatives
Here are 11 best dubsado alternatives and all of these tools address the dubsado flaws in various ways. Let’s explore and find the best one.
1. OneSuite
Price
OneSuite’s Pricing starts from $29 to $239 per month.
Overview
OneSuite is an all-in-one platform that simplifies agency management by handling leads, projects, clients, documents, and invoices in one place.
With features like a lead pipeline, task templates, and a secure client portal, it streamlines workflows and helps you grow your business.
Whether running a small to large business or agency or working as a freelancer, OneSuite adapts to your needs and scales with you.
💡Learn More, OneSuite vs Plutio: Your Guide to Making the Perfect Choice!
Key Features
The features of OneSuite are—
- Allows to manage all business in one place with enhanced focus, efficiency boost, and cost-efficient.
- Simple leads pipeline to manage list effectively.
- Integration facilities with project management to increase productivity, enhanced collaboration and satisfy clients.
- They follow a centralized agreement hub to streamline workflow, improve client experience, and increase security.
- Have an organized client portal for effective collaboration that increases transparency, enhanced collaboration and builds trust and satisfaction towards your brand.
Pros And Cons
Pros and cons of OneSuite are,
Pros of OneSuite | Cons of OneSuite |
---|---|
👍 Intuitive User Interface | 👎 Still at early development phase. |
👍 24/7 responsive customer service | 👎 No forever free plan |
👍 Easy to navigate Client Portal |
2. HoneyBook
Price
The pricing of Honeybook starts at $8, which includes unlimited clients and projects (which is very convenient, in my opinion) and can go up to $33 again with unlimited team members.
Overview
HoneyBook is top-notch Software for managing digital agency clients. It brings everything together in one place, making life easier for small businesses. It covers everything from booking clients to project management, handling contracts, and sending invoices.
With its easy task management, you can keep tabs on projects effortlessly. Plus, its templates make creating contracts feel like a piece of cake. It saves your time and money as well.
💡OneSuite VS HoneyBook: Best All-In-One Solution
Key Features
Features of Honey Book are—
- HoneyBook is an all-in-one platform for running your digital service agency, helping you with everything you need.
- It works with tools you already know, like QuickBooks, Calendly, Zapier, Zoom, Google Calendar, Outlook Mail, AoI Mail, and more.
- Its Payment Reminder feature ensures you get paid on time without having to chase clients. This feature can also be customized to your needs.
- Users can use templates to sell services, respond to inquiries, attract new clients, book clients, and more.
- HoneyBook makes scheduling meetings twice as fast, letting you book time based on your availability and sharing links with clients.
💡Learn more about Honeybook vs Dubsado to compare best features.
Pros And Cons
Pros and Cons of HoneyBook are,
Pros of HoneyBook | Cons of HoneyBook |
---|---|
👍 HoneyBook can automate tasks | 👎 steep learning curve |
👍 HoneyBook integrates with many tools | 👎 limited customization options |
👍 User-friendly dashboard and bright design. |
💡If you don’t find the best on Honeybook, you still have best HoneyBook Alternatives options to try on.
3. Plutio
Price
Starts from $19 per month to $99 per month.
Overview
Plutio is an all-in-one Dubsado alternative designed for freelancers and small agencies seeking a streamlined workflow. It combines project management, client collaboration, invoicing, and scheduling in one platform, eliminating the need for extra apps and costs.
Plutio’s customizable workspace, easy drag-and-drop editor, and real-time collaboration tools make managing projects and clients simple and efficient.
💡OneSuite vs Plutio: Your Guide to Making the Perfect Choice!
Key Features
Features of Plutio are—
- Customizable Dashboards & Client Portals
- Enhanced Task Management with Custom Fields and Templates
- Integrated Invoicing & Billing Features
- Interactive Time Tracking & Timesheets
- Dynamic Proposal and Contract Management
Pros And Cons
Pros and Cons of Plutio are,
Pros of Plutio | Cons of Plutio |
---|---|
👍 Create branded proposals | 👎 the mobile apps are buggy |
👍 Send professional invoices | 👎 support team is unreliable |
👍 Safely store and organize digital assets. |
4. Bloom
Price
Bloom’s pricing plan starts from $14/month to $66/month.
Overview
Bloom is a client management platform designed for creative professionals, providing a seamless experience for handling everything from invoicing to project delivery.
It combines project management, client communication, and financial tools in one cohesive system. Whether you’re a freelancer or part of a small team, Bloom’s features empower you to work smarter and scale your business effortlessly.
Key Features
Features of Bloom are—
- Connect Bloom to other tools you already use, ensuring a seamless workflow.
- Manage invoices, projects, and communication via mobile apps.
- Offer payment schedules and manage contracts on a single page.
- Ensure clients stay informed and engaged throughout the project lifecycle.
- Organize tasks with Bloom’s innovative task management system.
Pros and Cons
The pros and cons of Bloom are—
Pros of Bloom | Cons of Bloom |
---|---|
👍 Affordable plans for individuals and small teams. | 👎 Limited suitability for larger enterprises. |
👍 Customizable workflows and asset delivery options. | 👎 Fewer advanced automation options |
👍 Mobile-friendly interface for convenience on the go. |
5. 17hats
Price
17hats pricing starts from $13 per month to $50 per month (only annual payment).
Overview
17hats is a great Dubsado alternative for solopreneurs and small businesses. It’s an all-in-one platform with essential tools to simplify your workflow. Advanced features help streamline tasks and save time.
With flexible packages that grow with your business, 17hats is a scalable and efficient way to boost productivity.
Key Features
Features of 17hats are—
- Keep all client details, projects, and communication organized in one platform.
- Easily send quotes, contracts, and invoices with a single 3-in-1 document and automatic reminders.
- Set up recurring invoices, payment schedules, and online payments for quick transactions.
- Clients can book with you online, with options for payment on booking and Zoom integration.
- Capture and respond to leads instantly with auto-responders and workflow triggers.
Pros and Cons
Pros and Cons of 17hats are,
Pros of 17hats | Cons of 17hats |
---|---|
👍 Automate repetitive tasks | 👎 No Whitelabel |
👍 Customizable templates | 👎 No integration with email marketing providers |
👍 Built-in timer |
6. Bonsai
Price
Bonsai’s pricing starts from $29 to $79 with a premium plan.
Overview
Hello Bonsai is a cloud-based software that helps your business to handle different parts of its projects smoothly. It’s a one-stop solution for digital service agencies, offering various agency management systems tools to handle client management, project management, and financial tasks like CRM, time tracking, invoicing, file sharing, taxes, contracts, forms, proposals, and more.
💡OneSuite vs. Bonsai: Which One is Best for You?
Key Features
Features of Hello Bonsai are—
- Hello Bonsai’s CRM software keeps your projects and clients organized in one place. You can show off your skills and sell custom packages with great proposals.
- Hello Bonsai has smart invoicing software to make sure you get paid on time, saving you time.
- With a Hello Bonsai Business account, you can keep all your profits without any fees. Bonsai also makes it easy to track your hours, client interactions, and projects.
Pros & Cons
Pros and cons of Bonsai are,
Pros of Bonsai | Cons of Bonsai |
---|---|
👍 Integrate with time tracking and CRM | 👎 Limited mobile functionality |
👍 Easy invoicing | 👎 Limited customization options for templates and branding |
👍 Multiple payment options |
💡Check Out, 10+ Best Hello Bonsai Alternatives if Bonsai is not completing your requirements.
7. ClickUp
Price
ClickUp pricing plans are Free Forever, Unlimited, Business, and Enterprise. These tiers start at $0, $7, $12, and Custom, respectively.
Overview
ClickUp is the go-to software for speeding up your work and boosting results. It’s built to save you time and help you accomplish more tasks efficiently. With ClickUp, you can manage and track all your work from a single platform.
The software enhances the quality of outcomes and speeds up processes. Many top brands rely on ClickUp to customize the perfect team experience and deliver innovative results.
Key Features
ClickUp has so many features like—
- Forms enable you to collect all necessary information in one central location.
- The calendar view helps you schedule and track every task.
- Goals assist you in staying on track with your objectives.
- Chat facilitates smoother communication among team members.
- AI enhances your content, making it smoother and stronger.
Pros & Cons
Pros and cons of Click Up are,
Pros of Clickup | Cons of Clickup |
---|---|
👍 Integrates with many different tools | 👎 Steep Learning curve |
👍 24/7 customer service support | 👎 Time tracking features are not as good as other options |
👍 User-friendly interface |
8. Salesmate
Price
Salesmate’s pricing starts from $23 per month (if you pay annually) to custom.
Overview
Salesmate is an all-in-one CRM platform for small businesses and startups to manage customer relationships efficiently. Powered by AI, it simplifies sales, marketing, and customer engagement processes with its intuitive design and customizable workflows.
Whether automating repetitive tasks or providing actionable insights, Salesmate helps teams to work seamlessly.
Key features
Salesmate has so many features like—
- Create custom fields, modules, pipelines, and dashboards to align with unique business needs.
- Automate campaigns, lead scoring, workflows, and more for seamless operations.
- Automates note-taking, meeting scheduling, and email drafting.
- Manage live chat, social media, and text conversations in a single inbox.
- Make calls directly from the platform and boost sales productivity.
Pros and Cons
Pros and cons of Salesmate are,
Pros of Salesmate | Cons of Salesmate |
---|---|
👍 Highly Customizable | 👎 Steep Learning Curve |
👍 AI-Powered Productivity | 👎 Limited Offline Functionality |
👍 Built-in Tools |
9. Bitrix24
Price
Pricing starts from $61 to $499 per month.
Overview
Bitrix24 is an all-in-one workspace designed to streamline business operations across collaboration, CRM, project management, and e-commerce. With a user-friendly interface and integrations with popular apps, it serves as a single hub for managing tasks, communication, and workflows. Bitrix24 provides tools for teams of all sizes while eliminating the need for multiple SaaS subscriptions.
Key Features
Bitrix24 has so many features like—
- Manage tasks and projects with Gantt charts and Kanban boards.
- Web forms and widgets with CRM and Google Analytics integration.
- Absence management, appreciations, and announcements.
- No-code RPA (robotic process automation) for workflows.
- Pre-designed templates optimized for mobile and SEO
Pros and Cons
Pros and cons of Bitrix24 are—
Pros of Bitrix24 | Cons of Bitrix24 |
---|---|
👍 Available in 18 languages | 👎 The broad feature set may be overwhelming for new users. |
👍 Replaces multiple SaaS tools with one integrated platform | 👎 Advanced support options are only available with higher-tier plans. |
👍 Extensive flexibility in automation, workflows, and integrations. |
10. Studio Ninja
Price
Pricing starts from $16 to $40 per month.
Overview
Studio Ninja is a dedicated CRM and business management platform for photographers designed to automate administrative tasks and enhance client experiences. It helps photographers book clients, manage leads, send invoices, and track jobs while saving time for creative pursuits. Studio Ninja integrates with popular tools and offers seamless workflows for growing photography businesses.
Key Features
StudioNinja has so many features like—
- Allow clients to book sessions, select packages, and make payments 24/7.
- Set up task reminders and automated email sequences to keep projects on track effortlessly.
- Create invoices, accept credit card payments through Stripe or PayPal, and send automatic reminders for overdue payments.
- Centralized address book for leads, clients, and jobs with a search-friendly interface.
- Simplify the booking process with electronic signatures, removing the need for manual paperwork.
Pros and Cons
Pros and cons of Studio Ninja are,
Pros of StudioNinja | Cons of StuidioNinja |
---|---|
👍 Works for photographers of all levels, from beginners to professionals. | 👎Limited functionality |
👍 24/7 support | 👎 pricier compared to generic CRMs |
👍 professionalism with personalized client-facing materials |
11. FreshBooks
Price
FreshBooks pricing plan starts from $9.50 per month to customized plan with 30 days free trial.
Overview
FreshBooks is an intuitive accounting software that simplifies business finances for freelancers, solopreneurs, and growing businesses. Features like invoicing, expense tracking, time management, and double-entry accounting ensure smooth operations and informed decision-making.
Whether you’re managing payroll, tracking mileage, or collaborating with a team, FreshBooks combines all essential tools in one user-friendly platform.
Features
The key features of FreshBooks are,
- Easily design invoices with your brand’s colors, logo, and style to leave a lasting impression on clients.
- Log hours effortlessly and bill them directly to clients with just a few clicks.
- No more awkward follow-ups; FreshBooks sends payment reminders to clients automatically.
- Send and receive invoices in any currency to keep global transactions hassle-free.
- Invite your team to collaborate, share files, and track projects in one place.
Pros and Cons
The pros and cons of FreshBooks are,
Pros of FreshBooks | Cons of Freshbooks |
---|---|
👍 help you save time | 👎 Limits on users and clients |
👍 You can access your account from any device | 👎 Limited third-party integrations |
👍 has an intuitive interface |
Why is OneSuite the Best Dubsado Alternative?
OneSuite appears as the ultimate alternative to Dubsado, offering an unparalleled combination of affordability and functionality tailored to diverse business needs. While Dubsado is a powerful CRM, it falls short in pricing flexibility, scalability, and support for managing multiple businesses. OneSuite bridges these gaps with ease. Here’s why OneSuite stands out:
1. Affordable Pricing for All Business Sizes
OneSuite delivers premium CRM features at a fraction of Dubsado’s cost, making it an excellent choice for startups, freelancers, and agencies on a budget. With flexible pricing plans, you can start small and scale up without stretching your finances—something that’s harder to achieve with Dubsado’s higher entry point.
2. Scalable for Growing Teams and Businesses
Unlike Dubsado, which is better suited for solo entrepreneurs or small teams, OneSuite is designed to grow with your business. It supports multiple businesses and allows seamless collaboration across larger teams. Whether you’re managing a single project or juggling multiple clients, OneSuite’s scalable structure ensures smooth workflows at every stage.
3. Advanced Lead Pipeline Management
OneSuite goes beyond basic CRM features by offering a dedicated lead pipeline. With customizable Kanban and List views, businesses can track leads efficiently and close deals faster. OneSuite also includes a Lead Grabber extension, allowing you to capture leads directly from your email inbox—a feature Dubsado doesn’t provide.
4. Intuitive Project Management Tools
Managing projects becomes effortless with OneSuite’s unified interface. Its Kanban and List views help you organize tasks, monitor progress, and collaborate seamlessly with your team. While Dubsado offers workflow automation, it doesn’t match OneSuite’s flexibility and ease in handling multiple projects simultaneously.
5. Centralized Document Management
With OneSuite, you can store and manage essential documents—like contracts, proposals, and invoices—all in one place. This eliminates the hassle of switching between tools and ensures your data stays organized. Unlike Dubsado, which can feel fragmented, OneSuite offers a more streamlined document management experience.
6. Enhanced Client Portal
OneSuite takes client management to the next level with its intuitive and customizable client portal. Clients can easily access their projects, files, and updates without confusion. Additionally, OneSuite’s robust white-labeling options allow businesses to brand the portal according to their style. In this area, Dubsado’s client portal has complex UI and UX.
Note: Setting up a client portal in OneSuite is simple, ensuring a smooth experience for both businesses and their clients.
Combining affordable pricing, advanced features, and the ability to scale with your needs, OneSuite is the best Dubsado alternative. It’s perfect for businesses of all sizes looking for a versatile, user-friendly solution to manage clients, projects, and workflows efficiently.
Conclusion
Finding the right tool for your business is essential, and these Dubsado alternatives offer a variety of features, pricing, and scalability to suit your needs. Whether you’re a freelancer, a small business, or managing multiple teams, there’s an option here for everyone.
Ready to streamline your operations?
Explore OneSuite and discover why it’s the best Dubsado alternative for growing your business!