¿Qué es Dubsado?

Business management solution for your team.

¿Quién usa Dubsado?

Sin información del proveedor

¿Dónde se puede implementar Dubsado?

Cloud, SaaS, Web, Mac (desktop), Windows (desktop), Windows (local)

Sobre el proveedor

  • Dubsado
  • Asistencia telefónica
  • Chat

Países disponibles

Estados Unidos

Idiomas

inglés

Sobre el proveedor

  • Dubsado
  • Asistencia telefónica
  • Chat

Países disponibles

Estados Unidos

Idiomas

inglés

Imágenes y vídeos de Dubsado

Comparar el precio de Dubsado con productos similares

Dubsado

N/A
Versión gratuita
Prueba gratis
45,00 US$/mes
Versión gratuita
Prueba gratis
39,00 US$/mes
Versión gratuita
Prueba gratis
19,00 US$/mes
Versión gratuita
Prueba gratis

Funciones de Dubsado

  • CRM
  • Facturación
  • Gestión financiera

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Opiniones de Dubsado

Evaluación media

General
4,3
Facilidad de uso
3,7
Atención al cliente
4,5
Funciones
4,0
Relación calidad-precio
4,2

Opiniones por tamaño de empresa (empleados)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Encontrar opiniones por puntuación

5
56%
4
26%
3
15%
2
4%
Sarah O.
Sarah O.
Editor en EE. UU.
Usuario de Linkedin verificado
Edición, Trabajador autónomo
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Great CRM, bit of a learning curve

5 hace 9 meses

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

Puntos a favor:

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.

Puntos en contra:

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 en EE. UU.
Fotografía, Trabajador autónomo
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Alternativas consideradas:

Absolute best CRM for creatives I've ever used

5 el año pasado

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

Usuario verificado
Owner en EE. UU.
Usuario de Linkedin verificado
Internet, Trabajador autónomo
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Alternativas consideradas:

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

5 hace 3 semanas Nuevo

Puntos a favor:

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!

Puntos en contra:

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.

Joyee L.
Joyee L.
Educational Consultant en EE. UU.
Usuario de Linkedin verificado
Administración educativa, 2-10 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Alternativas consideradas:

Still full of bugs

3 hace 12 meses

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

Puntos a favor:

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)

Puntos en contra:

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".

Amanda T.
Amanda T.
CEO en EE. UU.
Usuario de Linkedin verificado
Marketing y publicidad, 2-10 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Recently Moved Away From Dubsado

4 la semana pasada Nuevo

Comentarios: It was a great starter CRM but if you are looking for something that will grow with you without the glitches, keep looking.

Puntos a favor:

I was in love with Dubsado when I first started my Agency. It did everything I didn't even know I needed. There was a big learning curve setting things up and once you get it all done, that makes it harder to move away from it.

Puntos en contra:

The scheduling tool never worked well and it would still book appointments over top of existing busy slots in my google calendar. I had to keep acuity. I also has issues with clients not understanding how to pay the invoices in the proposals every time. This was one of the main reasons I left because it took way too much time to have to explain for each client.

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