Hello I’m Tequila and I am a Business Operations Strategist who helps business owners who are bogged down with business tasks leverage the power of automation and team so they can re-focus their business systems and quickly get back in front of clients in order to increase revenue.
Are you looking for the right client management platform for your business? For the success of their business, entrepreneurs rely on business processes and systems, especially to complete the tasks and maintain relations with clients. Maintaining good relations with clients will help them make more purchases and even recommend your company to others looking for the products and services you sell.
Whether you are a creative entrepreneur or a freelancer, using third-party management tools to automate your client interactions is inevitable. Dubsado is one of the most popular business management tools with over 25,000 users. It helps you build and manage relations with current and prospective clients. It allows business owners to create contract templates, manage invoices, manage clients, book appointments, and automate business workflow.
Dubsado helps businesses collect and analyze customer data to make important decisions while working on their projects. However, it comes with some limitations, the biggest being expensive plans and constant bugs.
If you are looking for an alternative to Dubsado, there is a possibility that you have already used Dubsado and are looking for a cheaper alternative that would give similar, if not better, features. However, the benefits offered by Dubsado make it rather challenging to find a suitable alternative. There are many client management software available for small business owners and freelancers, but how can you find the best one for your business?
Finding the right client management software for your business can be challenging. When you start hunting for the best client management platform, you need to understand many factors. In today’s article, we will be sharing in-depth information about the top six alternatives to Dubsado for business owners and freelancers.
Before we jump in and start looking at the most popular alternatives to Dubsado, let’s learn about the key features offered by Dubsado. In addition to handling the mundane administrative tasks, communicating with clients, scheduling appointments, and ultimately, streamlining your client management process. Dubsado provides these key features:
Dubsado’s features can be customized according to your business needs. With the free plan, you can add up to three clients. So, if you are just starting your small business, you should start with the free plan, and as your business grows, you can add more clients using the paid plan that costs $35 per month or $350 per year.
Many business owners trust Dubsado to be their reliable client management tool. However, not all of the client management platforms work the same for all types of businesses. Here are the top six alternatives to Dubsado to streamline and automate your client interactions:
Bonsai is one of the most popular Dubsado alternatives. It’s a product suite that is trusted by over 200,000 small business owners and freelancers. It helps you manage your client relations, proposals, contracts, invoices, forms, and other administrative tasks. The platform can also help you manage accounting and taxes as well.
The best feature offered by Bonsai is that it allows you to add multiple packages that can be offered to clients. In addition, bonsai makes it easy and seamless to manage all of the client interactions, using auto-reminders and notifications. For instance, it will send you a notification when your client views your proposal. Similarly, your clients can quickly sign the documents using the e-signature feature offered by Bonsai. You can also use the management tool to keep track of time spent on each project.
Additionally, Bonsai offers an automated payment process, which can be used to auto-send invoices and reminders. Users from over 180 countries can access all of the features offered by the platform, making it easier to receive payments in different currencies.
17hats mainly focus on automation of the process. It will help you effortlessly organize and streamline your business processes and systems, including marketing, lead generation, coordinate bookings, onboarding process, invoicing, tracking, to-do lists, and workflows.
Unlike Dubsado’s cluttered dashboard, 17hats enables you to easily manage multiple projects that can be filtered into categories, such as new leads, ongoing projects, and closed projects. It allows you to create an automated workflow by setting actions and triggers. For example, you can set up automatic responses for your new leads, automatic payment reminders for your clients, use the built-in timer to track the time taken to complete a project.
One of the most worth alternatives to Dubsado is Honeybook. It offers all of the features with Dubsado but with an elegant user interface. This client management software features contracts templates, proposals, invoices, scheduler, automation, and project management. It lets you see all of your ongoing and prospective projects on the dashboard, making it easier to communicate with the client and manage the projects. In addition, Honeybook mobile app makes it super convenient to manage your client interactions on the go.
Plutio is a robust client management platform that features a client portal. Just like other client management software, it enables you to manage your tasks, projects, leads, client interactions, send invoices, and track time. One of the biggest differences between Dubsado and Plutio is that when your proposal is viewed and approved by a prospective client, Plutio will automatically create a new project and save your time. Plutio has a very rich template library that includes invoices, proposals, task templates, etc. You can easily create new tasks, add invoices, and send proposals with a drag and drop editor.
If you are looking for software that focuses on sales management, then Salesmate is the right choice. It enables users to automate their sales process, track sales, and collect sales reports. The segmentation feature enables you to prioritize leads from the rest of the contacts. Email automation can nurture your leads and turn them into loyal clients. The platform provides you with tons of email templates that can be used to send personalized messages and bulk emails.
You can integrate Salesmate with your email, Slack, WordPress, Squarespace, and many other tools, making it easier for you to manage your business processes. Salesmate also allows you to extract analytics reports to get in-depth details about your sales and projects.
Bloom is one of the best client management platforms for creative entrepreneurs. You can use this software to generate leads, sign contracts, create projects, schedule appointments, send emails, etc. In addition, the user-friendly dashboard helps you to manage all of your clients in one place.
You can use the Bloom calendar to mark your working days and set your availability time. It will help your client to know the ideal time to reach out to you to discuss the projects. Unlike Dubsado, you can download the Bloom app on your android or iOS device to manage your business on the go.
Hello I’m Tequila and I am a Business Operations Strategist who helps business owners who are bogged down with business tasks leverage the power of automation and team so they can re-focus their business systems and quickly get back in front of clients in order to increase revenue.
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