Starting as a tool for small business owners to manage their operations smoothly, Dubsado has grown into a popular platform for entrepreneurs and service-based businesses
The business management software for service businesses keeps your tasks, projects, and team in sync. With Dubsado, you’re not just managing projects; you’re building efficient workflows, nurturing client relationships, and automating administrative tasks.
However, while Dubsado is a powerful tool, it might not always be the perfect fit for every team or business, as this Redditor observed:
Different workflows have unique requirements, and what works flawlessly for one organization might feel clunky or lacking for another. To help you find the tool that fits like a glove, we’ve compiled a list of the top 10 Dubsado alternatives to consider.
Summarize this article for me pleaseWhat Should You Look for in Dubsado Alternatives?
When scouting for Dubsado alternatives, you need to ensure that your new platform provides similar functionalities and offers additional benefits that cater to your unique business needs. Here are all the features and key features you should look for:
- Robust Project Management: The tool should offer comprehensive project management features that allow you to create tasks, set deadlines, track progress, and prioritize activities to ensure timely project completion
- Client Management Capabilities: A Dubsado alternative should excel in maintaining client contact details and conversation history to track client-specific tasks and projects
- Workflow Automation: Look for a customer relationship management (CRM) platform that allows you to automate repetitive tasks within your CRM workflow. This could include automatic task assignments, email responses, or follow-ups, freeing up your time to focus on more important tasks
- Customization: A good business management tool should be flexible enough to adapt to your team’s workflows
- Affordability: This doesn’t always mean going for the cheapest option, but do consider the balance between the price and the features it offers
- Ease of Use: No matter how feature-rich a productivity tool is, if it’s hard to use, it can hinder productivity rather than boost it
- Integration Capabilities: The ability to integrate with other tools you’re already using within your project management structure (like email clients, calendar apps, or file storage solutions) can significantly improve your team’s productivity
- Quality of Customer Support: Prompt and effective customer support can make a significant difference, especially during the initial transition period or when you run into issues
Remember, every team is different, so what works best for one might not work well for another. It’s all about finding the right balance that suits your team’s needs and work style.
Summarize this article for me pleaseThe 10 Best Dubsado Alternatives
Here are our picks for the top Dubsado alternatives for your next business management or CRM platform.
1. ClickUp
ClickUp is a versatile project, task management, and CRM platform designed for teams of all sizes. As a powerful Dubsado alternative, it’s known for its rich and highly customizable feature set. ClickUp goes beyond simple project management, task tracking, and team collaboration. It offers unique features designed to boost productivity and streamline workflows while maintaining a user-friendly interface.
Plus, with integrations with tools such as Calendly, HubSpot, Figma, Calendly, Zendesk, and more, you can manage all your client work within one platform.
ClickUp best features
- Documentation: Create, update, and share all your client documentation from one shared place that your entire team can access. Connect contracts, invoices, and other documents in collaborative ClickUp Docs directly to workflows for smoother operations
- Templates: Never stare at a blank page again with ClickUp’s stacked library of templates to help you track the customer journey, create contracts, business agreements, and invoices, monitor commissions, collect feedback, or list product pricing. Get started with ClickUp’s CRM Template
- Automation: Update task and contract statuses and send automated email reminders for contract renewals and invoices. Customizable ClickUp Automations can be applied to task management, recurring tasks, status updates, and notifications
- AI assistance: Generate documents and templates from scratch, summarize discussions, and analyze client data for insights with ClickUp Brain
- Customizable forms: Use native forms in ClickUp with conditional logic to collect incoming requests, client feedback, and more
- Task dependencies: Create logical sequences of tasks, showing which tasks must be completed before others can begin. It’s essential for managing complex projects with multiple steps, strict resource constraints, and many stakeholders
- Time tracking: ClickUp includes a built-in time tracking feature that allows you to record time spent on tasks so you can leave cobbled-together solutions like calculating time in Excel behind. This is not only beneficial for productivity analysis, but it’s also invaluable for teams that bill their clients by the hour
ClickUp limitations
- Despite its flexibility, the ClickUp interface can be overwhelming for new users due to the abundance of features and customization options
- Some users have reported occasional slow loading times, mainly when dealing with massive projects or data sets
ClickUp pricing
- Free Forever: This tier offers limited features but is a good starting point for small teams or individuals
- Unlimited: Priced at $7/month per user, this tier removes the restrictions of the Free Forever plan and adds advanced features like unlimited storage and integrations
- Business: At $12/month per user, this tier offers even more advanced capabilities, including 2FA and Google SSO, making it suitable for larger companies with more complex needs
- Enterprise: This tier offers customized solutions tailored to the needs of large businesses or organizations. Contact ClickUp for pricing
- ClickUp Brain is available on all paid plans at an add-on pricing of $7/month per user per Workspace
ClickUp ratings and reviews
- G2: 4.7/5 (9,900+ reviews)
- Capterra: 4.6/5 (4,300+ reviews)
Read more: Compare ClickUp Vs Dubsado!
2. Salesmate
Salesmate is a comprehensive customer relationship management (CRM) platform and a strong Dubsado alternative. It’s designed to simplify the sales process and enhance customer relationships.
Focusing on sales pipeline, lead management, and practical communication tools, it caters to businesses striving to improve their sales performance and customer engagement. With its smart emails and automation, it cuts down on operational inefficiency.
The platform’s structure is designed around pipelines, deals, contacts, and activities, promoting organized sales processes.
Salesmate best features
- Sales Pipeline Management: Allows you to visualize your sales process stages and the deals in each stage, helping identify bottlenecks and streamline sales activities
- Contact Management: Ensures all customer details and communication history are well organized and easily accessible
- Smart Queues: Facilitates prioritizing calling tasks, improving sales agent productivity and response times
- Marketing Automation: Automates client updates and emails with 60+ triggers, conditions, and actions for everything from sending contracts and invoices to sharing monthly updates
- Custom Forms: Collect new leads from your website with customizable forms
Salesmate limitations
- While it offers several integrations, it might only cover some tools businesses use
- The mobile app, while functional, lacks some features available on the desktop version
Salesmate pricing
- Basic: $29/month per user
- Pro: $49/month per user
- Business: $79/month per user
- Enterprise: Custom pricing
Salesmate ratings and reviews
- G2: 4.6/5 (90+ reviews)
- Capterra: 4.7/5 (90+ reviews)
3. Odoo
Odoo is a comprehensive suite of business applications, including CRM, e-commerce, billing, accounting, manufacturing, warehouse, resource management, and project management software. As a Dubsado alternative, it provides a broad array of features to manage different aspects of a business.
Odoo’s structure is modular, meaning businesses can start with a few applications and add more as they grow.
Odoo best features
- Modularity: The vast array of modules allows businesses to tailor the system to their needs
- Business Applications: Provides applications for most business needs, from a CRM marketing platform to e-commerce and accounting. For instance, the Appointments app allows scheduling meetings, and the Marketing Automation app helps to automate email sequences
- Website Form Builder: Create detailed contact forms to filter incoming client requests and automate client onboarding steps
- Integration: The different business applications integrate seamlessly with one another
Odoo limitations
- Customizing Odoo can be complex and might require technical knowledge
- Some users need clarification on the pricing model as each app and additional user adds to the cost
Odoo pricing
- Free: For one app only
- Standard: $38.90/month per user
- Custom: $58.40/month per user
Odoo ratings and reviews
- G2: 4.3/5 (290+ reviews)
- Capterra: 4.3/5 (1200+ reviews)
Read more: Best Odoo Alternatives & Competitors
4. Creatio
As a unified platform for Sales, Marketing, and Service teams, Creatio offers comprehensive CRM capabilities and process management tools. Its distinguishing characteristic is the ability to automate and streamline entire business processes, making it a valuable Dubsado alternative.
Creatio is structured around leads, opportunities, orders, and invoices for a complete sales cycle and project management solution.
Creatio best features
- Business Process Management: Facilitates designing, executing, and optimizing business processes
- Sales productivity: Proposal, contract, and order processing workflows with intelligent notifications and alerts to improve sales efficiency
- Service efficiency: AI-powered routing and management of service requests and intelligent management of agent schedules
- Low-code capabilities: Allows for the easy customization of the platform to meet specific business needs
- Unified database: Ensures seamless, cross-departmental access to customer data
Creatio limitations
- It may require a steep learning curve for non-technical users
- Customizing reports can be a challenge for some users
Creatio pricing
Custom pricing
Creatio ratings and reviews
- G2: 4.7/5 (270+ reviews)
- Capterra: 4.7/5 (120+ reviews)
5. ManyRequests
Offering a simple yet effective way to manage requests, ManyRequests stands out as a viable alternative to Dubsado. This client portal platform is designed for businesses that handle a high volume of service requests or work orders.
At the heart of ManyRequests lies the request management system, which makes organizing and tracking service requests simple and efficient.
ManyRequests best features
- Request Management: Facilitates managing and tracking of all service requests
- White-label capabilities: Allows businesses to customize the interface with their branding
- Client Portal: Gives clients a dedicated space to place and monitor requests
- Automated billing and invoice management: Generates and tracks billable hour reports, payments, and invoices and sends automated reminders. Integrates with Stripe
- Simplified client onboarding: Customizable intake and checkout forms to improve efficiency
ManyRequests limitations
- More extensive third-party integration options would be beneficial
- The mobile experience may not be as robust as the desktop version
ManyRequests pricing
- Basic: $99/month per user
- Core: $149/month per user
- Pro: $249/month per user
- Enterprise: Custom pricing
ManyRequests ratings and reviews
No reviews available
6. Freshbooks
Freshbooks is a cloud-based accounting solution that has earned its place as a Dubsado alternative. It’s primarily built for small businesses and freelancers who need a simple, intuitive way to manage invoices and expenses.
One of Freshbooks’ defining elements is its financial management structure, which includes invoicing, expense tracking online payments, and time tracking.
Freshbooks best features
- Invoicing: Simplifies creating professional-looking invoices and automates tasks like recurring invoices and payment reminders
- Expense Tracking: Helps keep tabs on business expenses
- Documentation: Keep track of all proposals, estimates, and client feedback in one place
- Time Tracking: This makes it easy to log billable hours and include them directly on invoices
Freshbooks limitations
- Advanced accounting features may be limited unlike some other Dubsado alternatives
- The lack of inventory management features may be an issue for product-based businesses
Freshbooks pricing
- Lite: $7.60/month per user
- Plus: $13.20/month per user
- Premium: $24/month per user
- Select: Custom pricing
Freshbooks ratings and reviews
- G2: 4.5/5 (880+ reviews)
- Capterra: 4.5/5 (4,400+ reviews)
7. Honeybook
Designed for freelancers and small businesses, Honeybook is a client management platform providing tools for invoicing, contracts, and scheduling. It counts among powerful Dubsado alternatives, particularly for service-oriented companies looking to streamline their client processes and save time.
Honeybook’s main feature is its project management structure, integrating elements of finance, marketing automation, and communication to help businesses handle their client management tasks efficiently.
Honeybook best features
- Client Management: Centralizes all client communication and documents, making it easier to keep everything organized
- Automation: Allows for the automation of administrative tasks like sending invoices or scheduling emails
- Online Contracts and Invoicing: Simplifies sending contracts and invoices to clients
- Easy Scheduling: Branded pages for appointment scheduling with custom messaging and reminders
Honeybook limitations
- It might be limiting for users requiring more advanced project management tools
- Customization options are less comprehensive than some users might prefer
Honeybook pricing
- Starter: $19/month per user
- Essentials: $39/month per user
- Premium: $79/month per user
Honeybook ratings and reviews
- G2: 4.5/5 (170+ reviews)
- Capterra: 4.7/5 (630+ reviews)
Read more: Best Honeybook Alternatives & Competitors
8. Plutio
Plutio is a business management platform that offers a suite of tools, including project management, time tracking, and invoicing. As an alternative to Dubsado, Plutio’s main draw is its versatility, making it suitable for freelancers and small business owners.
One of Plutio’s unique features is its customizable workspace, allowing businesses to shape the platform to fit their needs.
Plutio best features
- Workspace Customization: Allows businesses to adjust the platform to suit their operations
- Project Management: Offers a comprehensive set of tools for managing projects, tasks, and deadlines
- Client Portal: Provides a dedicated space for clients to track project progress, view and pay invoices, and more
- Meeting Management: Customizable scheduling with automation to offer the best appointment slots and send confirmations or reminders
- Documentation: Lets you create, sign, store, and share contracts with real-time notifications
- User-friendly Forms: Drag-and-drop forms to collect customer information, signatures, and feedback
Plutio limitations
- More extensive integration capabilities with third-party tools would be beneficial
- The mobile app experience could be improved
Plutio pricing
- Solo: $19/month per user
- Studio: $39/month per user
- Agency: $99/month per user
Plutio ratings and reviews
- G2: 4.3/5 (50+ reviews)
- Capterra: 4.6/5 (160+ reviews)
9. Studio Ninja
Studio Ninja is a client management software specifically designed for photographers. The platform handles bookings, contracts, scheduling, and payments. As a niche alternative to Dubsado, it shines for photographers looking for a tool tailored to their needs.
At the heart of Studio Ninja is a structure built around the needs of photographers, with a focus on booking management.
Studio Ninja best features
- Photography Business Management: Tailored tools for managing all aspects of a photography business
- Automated Workflows: Allows photographers to automate emails, reminders, billing, and more, saving time and avoiding missed tasks
- Online Booking, Invoicing, and Payments: This makes it simple to schedule shoots and receive payments online
Studio Ninja limitations
- Being a niche tool, it might not be suitable for businesses outside of photography
- Some users might find it less comprehensive than more generalized business management platforms
Studio Ninja pricing
- Starter: $16/month per user
- Pro: $27/month per user
- Master: $40/month per user
Studio Ninja ratings and reviews
- G2: Not enough reviews
- Capterra: 4.4/5 (60+ reviews)
10. Bloom
Bloom is a CRM platform for creative professionals, focusing on booking management, contract signing, and invoice payments. Its niche focus and suite of features make it one of the more compelling Dubsado alternatives for creatives.
The platform is built with creative project workflows in mind, focusing on the client management tasks creatives often encounter.
Bloom best features
- Creative-focused CRM: Offers tailored tools for creatives to manage their clients and bookings
- Online Booking: Allows clients to book sessions directly online
- Invoicing and Contract Signing: Streamlines the financial and contractual elements of bookings
Bloom limitations
- As a specialized tool, its features may only cater to businesses within the creative industry
- Advanced project management features are not part of its core offerings
Bloom pricing
- Starter: $9/month per user (minimum 3-month commitment)
- Standard: $22/month per user (minimum 3-month commitment)
- Standard: $39/month per user (minimum 3-month commitment)
Bloom ratings and reviews
- G2: 4.5/5 (80+ reviews)
- Capterra: 4.3/5 (10+ reviews)
Read more: Best Fully Customizable CRM Software Systems
Summarize this article for me pleaseTaking the Next Step: Streamlining Your Business Management Process With ClickUp
Embarking on a journey to find a new business management solution or platform for your agency or business can feel overwhelming, but consider it an opportunity. It’s a chance to refine your workflows, improve client relationships, and empower your team with a tool that truly fits your needs.
While any of these Dubsado alternatives may suit you, we encourage you to explore ClickUp’s collaboration and CRM platform capabilities further. ClickUp offers a unique blend of project and client management features that can be customized to match your workflow perfectly. It’s designed to provide a seamless experience for teams of all sizes, helping you keep track of tasks, manage your clients, and automate your processes.
Whether you’re an administrative staff member seeking more streamlined client management or a project manager wanting better visibility across projects, check out ClickUp for free to see if it can be the right tool to help you achieve your goals.
Everything you need to stay organized and get work done.
