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Dubsado or HoneyBook: Which CRM is Right for Your Business?



As a small business owner or freelancer, managing client relationships, invoicing, contracts, and workflows can get overwhelming. That’s where CRMs (Customer Relationship Management tools) like Dubsado and HoneyBook come in to simplify things. Both platforms are popular among service-based businesses, but which one is the best fit for you? Let’s dive into the key features, differences, and what each platform offers to help you make the right decision.


Overview of Dubsado and HoneyBook

Both Dubsado and HoneyBook are designed to help creative entrepreneurs and small businesses streamline their client management process. Whether it's onboarding new clients, tracking leads, or automating repetitive tasks, these platforms have you covered. However, they cater to slightly different business needs, and understanding these differences can help you choose the best solution for your specific situation.


Key Features: Dubsado vs. HoneyBook


1. User Interface and Ease of Use

  • HoneyBook: Known for its clean, intuitive interface, HoneyBook is often praised for being beginner-friendly. It’s easy to navigate, making it a great option if you’re new to CRMs or not particularly tech-savvy. The simple layout allows you to quickly create proposals, contracts, and invoices without feeling overwhelmed.

  • Dubsado: While Dubsado offers more customization options, its interface can feel a bit more complex, especially for beginners. However, once you get used to it, Dubsado gives you the flexibility to tailor every part of your client workflow, from onboarding to project management.

Verdict: If you want something straightforward and easy to use out of the box, HoneyBook may be the way to go. If you prefer more control over customization, Dubsado is a better fit.


2. Customization and Flexibility

  • Dubsado: Customization is where Dubsado shines. You can tailor almost every aspect of your workflows, forms, and emails to fit your brand and processes. Whether you want to create detailed contracts, branded questionnaires, or custom workflows, Dubsado provides more options to get granular with your setup.

  • HoneyBook: While HoneyBook offers some customization options, they are more limited compared to Dubsado. HoneyBook’s strength lies in its simplicity, which may be perfect for businesses that don’t need to tweak every detail but want a sleek, streamlined system.

Verdict: If you need deep customization, Dubsado offers far more flexibility. HoneyBook is better for users who prefer preset templates and a simple setup.


3. Workflow Automation

  • Dubsado: Dubsado is built for advanced workflow automation. You can set up detailed workflows that automate everything from sending follow-up emails to scheduling appointments. It’s ideal for businesses that want to reduce manual tasks and run their operations on autopilot.

  • HoneyBook: While HoneyBook also has automation capabilities, it’s not as advanced as Dubsado’s. HoneyBook’s automation is great for basic tasks like sending reminders or follow-up emails, but it lacks the depth that Dubsado provides in complex workflows.

Verdict: If automating tasks and reducing time on repetitive work is a priority for you, Dubsado’s advanced workflow features will be invaluable.


4. Pricing

  • HoneyBook: HoneyBook offers one straightforward pricing plan: $39/month or $390/year (saving you $78). It also offers a 7-day free trial to test it out. HoneyBook’s pricing includes all features, so you don’t have to worry about add-ons or extras.

  • Dubsado: Dubsado has two pricing tiers: a starter plan at $20/month and a full plan at $40/month. The starter plan limits you to 3 clients, while the full plan offers unlimited clients, projects, and access to all features. Dubsado also offers a free trial with no time limit (you can use it until you’ve worked with 3 clients).

Verdict: HoneyBook has simpler, all-inclusive pricing, while Dubsado’s tiered plans offer flexibility for small or growing businesses.


5. Client Experience and Communication

  • Dubsado: Dubsado allows you to create personalized client portals where your clients can access everything in one place, from contracts to invoices. It’s highly customizable, meaning you can offer a polished and branded experience for your clients.

  • HoneyBook: HoneyBook also offers client portals, but with a more minimalist design. It’s perfect for clients who prefer simplicity over detailed customizations. The communication tools are easy to use, keeping client interactions smooth and professional.

Verdict: Both platforms offer excellent client portals, but Dubsado gives you more customization options to match your brand.


6. Integration with Other Tools

  • Dubsado: Dubsado integrates with many third-party apps like Google Calendar, Zoom, QuickBooks, and Zapier. If you’re tech-savvy and already use a lot of different tools, you’ll appreciate how Dubsado’s integrations help you connect everything.

  • HoneyBook: HoneyBook also integrates with essential tools like Google Calendar, QuickBooks, and Zapier. However, it has fewer integrations than Dubsado.

Verdict: Dubsado has a slight edge when it comes to integrations, offering more options for tech-savvy users.


Which One Should You Choose?


  • Choose HoneyBook if you want an easy-to-use, beginner-friendly CRM that simplifies client management without too many bells and whistles. It’s perfect for small business owners who want to streamline processes without spending hours customizing their setup.

  • Choose Dubsado if you’re looking for a highly customizable platform with advanced workflow automation and deeper control over every aspect of your client onboarding and management process. Dubsado is ideal for businesses that want to scale and need a more robust, flexible CRM.


Both Dubsado and HoneyBook are excellent choices, and the right platform for you will depend on your specific needs. If you value simplicity and ease of use, HoneyBook is a fantastic option. If you’re looking for flexibility, powerful automation, and deeper customizations, Dubsado may be the better fit. Either way, both tools will help you manage your clients and processes more efficiently, saving you time and helping you grow your business.


Need Help with Dubsado Setup?

If you decide to go with Dubsado but feel overwhelmed by the setup process, I’ve got you covered! I offer Dubsado setup services tailored to your business. From customizing workflows to branding your client portals, I’ll help you get the most out of Dubsado so you can save time and focus on growing your business.


Let’s chat about how Dubsado can work for you!


Reach out to me today for a consultation, and let’s get your systems running on autopilot.

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