As a business owner, I cannot recommend having the right CRM (client relationship management) for your business. To free up time while creating a wonderful client experience you need to streamline your processes and boost productivity. A CRM should help you manage leads, onboard clients, and be a place to store all of your client communications.
Two of the most popular options for service-based businesses are HoneyBook and Dubsado, each with its advantages. But which one is right for you? Let’s break it down.
HoneyBook is ideal for creatives looking for a user-friendly, plug-and-play system. It’s easy to get started with and comes with built-in templates for contracts, proposals, and invoices, making it perfect for those who want to get set up quickly.
Key Strengths:
However, HoneyBook has some limitations:
Email coming from Honeybook:
If you’re looking for a CRM with more customization and advanced automation, Dubsado is the better choice. It’s designed to be customized for your client process and business needs. This gives you the power to create workflows, custom forms, and advanced automation.
Key Strengths:
While Dubsado offers more flexibility, it also has a steeper learning curve. The initial setup can take longer because of its advanced features, but the long-term payoff in time savings and efficiency is significant.
Both HoneyBook and Dubsado are priced similarly. Honey is $32 per month for the essential plan and $40 per month for Dubsado. Both offer plans at lower price points for the starter plan. While Honeybook offers a 2-week free trial, Dubsado allows you to use the software for free for up to three clients. I like this because it gives you time to dive into the software without time restrictions.
Dubsado’s additional features and customization options might justify the higher cost for business owners needing more from their CRM. HoneyBook remains a great, affordable option for those who want simplicity and ease and need to get up and running quickly.
If you’re an entrepreneur who needs a simple, easy-to-use CRM with built-in templates, HoneyBook is a great option. It’s perfect for those who don’t need heavy customization or advanced workflows.
For businesses that require customized workflows, automated systems, and more control over branding, Dubsado is the clear choice. It’s ideal for service-based business owners who want a CRM that scales with their needs.
Both HoneyBook and Dubsado offer valuable tools to streamline your business, but your choice depends on your specific needs. If you want ease of use with minimal setup, HoneyBook is a solid pick. However, if you’re looking for full customization, advanced automation, and white-labeled communication, Dubsado is the winner for me!
Use my code kellymccrackenva for an additional 30% off your first month or year.
Your expertise belongs in your craft more than your CRM. Bringing in a pro to do the strategic thinking and heavy lifting means that you’re never stuck Googling, experimenting, or muddling through something that only kind of works.
When you book a Dubsado setup for your business, we get to skip right over any implementation growing pains or learning just for learning’s sake. As a Certified Dubsado Specialist, I build exactly what you need, and then show you exactly what you need to do to keep the system running smoothly.
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