Thursday, April 18, 2024

Prime 8 Dubsado Options to Handle Shoppers (2023)

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You probably have determined to provide “this freelancing factor” a critical go, it’s essential to have observed that you simply received’t get very far with out expertise and processes supporting your work.

One among these items of the puzzle is nearly all the time a shopper administration instrument like Dubsado. Why? As a result of purchasers are what preserve your corporation working, and if you wish to preserve working and rising your corporation it’s a must to preserve every shopper blissful.

You probably have tried Dubsado, or in case you’re in search of a brand new shopper administration instrument, this text will enable you to resolve what’s the very best in keeping with your wants. With that in thoughts, let’s dive in.

What’s Dubsado?

Dubsado is an all-in-one system that streamlines the required, however usually time-consuming, duties for freelance enterprise homeowners.

You should use Dubsado to speak together with your purchasers, handle contracts, invoices, proposals, preserve monitor of latest leads, and many others.

Dubsado | Business Management Solution

Beginning at $20 per 30 days, it’s a really full instrument to handle your purchasers, your operations, and run a contract enterprise on the whole.

It’s possible you’ll know by now that, as a freelancer, it’s a must to put on many hats on an ongoing foundation. Nonetheless, you possibly can’t afford to pay for one software program instrument for each space of your corporation.

Featured Image for: Top 8 Dubsado Alternatives to Manage Clients (2023)

That’s why instruments like Dubsado and its alternate options have change into highly regarded.

One thing nice in regards to the market proper now’s that you could find many shopper administration instruments that additionally embrace supporting options for accounting, invoicing, time monitoring, and extra.

Let’s analyze the highest 8 Dubsado alternate options to handle purchasers.

Prime 8 Dubsado Options

Hectic is a instrument that claims to assist freelancers resolve this huge want for management and order.

It permits freelancers to handle and develop their enterprise by placing all their fronts into one app.

Sure, from challenge administration to accounting, customer support, invoicing, and much more – it may be all carried out with Hectic (you’ll nonetheless have to scrub your individual workplace, although).

Hectic is a instrument totally centered on freelancers.

Sure, you and me. It was made for the standard and the not-so-typical freelancers.

And this isn’t an advert. After testing it for some time, I can inform it’s true, and it was no shock to me that considered one of Hectic’s core values is to “Put Freelancers First.”

The FreelancerOS™ | Hectic


  • An all-in-one answer
  • Made for freelancers
  • Very inexpensive, with none “further” or hidden prices
  • Straightforward to make use of


  • Some options could also be “too easy” if you’re in search of very niche-focused options


Hectic has two plans. The Professional tier, their hottest plan, is $16 per 30 days in case you pay yearly. They’ve one other plan centered on Groups of as much as 5 members, and customized pricing for greater groups.

As a freelancer, there are various duties that you could be not know how you can do or which are boring, exhausting, and many others. They’re all a part of working your corporation, so it’s a must to cope with them not directly or one other. That could possibly be accumulating funds, proposals, accounting, and many others.

Bonsai was constructed to assist freelancers deal with these duties with out dying within the try.

Be extra productive by minimizing the time you spent on this administrative work, earn more money, and really feel higher about your freelance journey.

Hello Bonsai - Redesign Concept by Lisa Martinovska on Dribbble


  • Top quality product
  • Constructed and designed particularly for freelancers
  • Very complete instrument


  • Price range could be a constraint for some freelancers
  • Fee processing might embrace further charges in some areas exterior the US


Bonsai pricing begins at $24 per 30 days, with a free trial, and a free plan accessible.

Plutio was designed to assist freelancers handle their initiatives, proposals, and invoices in a single place.

It permits freelancers to trace their work time manually or mechanically and share it with their purchasers. It additionally works very properly in case you handle a small workforce of subcontractors.

Plutio makes challenge administration easy with options like file sharing, challenge statuses, notes, and customized fields. E-signing of paperwork, electronic mail reminders, customizable templates, file storage, permission administration, are additionally included.

Plutio - One app to run your business and get work done


  • Plutio could be very simple to make use of and to combine with different instruments which are a part of your workflow.
  • Their customer support is nice and they’re continuously bettering their product
  • Cellular app accessible


  • The visible a part of the interface could also be too easy for some individuals, plus, this a part of the product isn’t improved usually


Plutio’s costs begin at $19 per 30 days and there’s a free trial accessible. is a collection that mixes the very best instruments, to both get began with a contract enterprise, develop it, or simply function it.

Common freelancers use not less than 10 totally different platforms to run their enterprise.

From invoicing to messaging, and constructing their web site, this observe will increase prices significantly in addition to time invested. helps freelancers resolve this price and productiveness downside with a stable set of instruments to run and scale any freelance enterprise.

Bloom: #1 Invoicing and Client Management Solution


  • You get a TON of worth for the value
  • Bloom implements true innovation in a lot of its options
  • The instrument is made for creatives and freelancers
  • Free plan accessible


  • No electronic mail advertising and marketing
  • Lacks workforce collaboration (multi-user performance coming quickly)

Pricing has a free plan that helps a lot of its options for one challenge. After you could get a begin package deal for $39 per 30 days (in case you pay yearly) or $49 month-to-month.

HoneyBook is a buyer relationship administration service designed for freelancers. It helps  freelancers handle their purchasers and different essential elements of their enterprise from A to Z.

You possibly can handle initiatives, get new purchasers and their paperwork carried out, ship invoices and receives a commission utilizing Honeybook.

Why be in every single place when you possibly can have every thing in a single service?

Honeybook has a great set of issues to automate issues like outreach, communication, and all-things fee administration. That on prime of an awesome set of handsome bill and contract templates.

Client Management Software for Small Businesses | HoneyBook


  • It offers a really visible method to work that enhances productiveness
  • Invoices are simple to create and ship and even simpler on your purchasers to make fee


  • Customer support/technical assist isn’t the very best
  • It doesn’t assist SMS communication


Honeybook prices $39 per 30 days or $390 per 12 months.

Bitrix24 serves as an internet workspace for companies of all sizes.

Because it has greater than 35 options to handle your workforce, enterprise, initiatives, and purchasers it mainly eliminates the necessity of subscribing to different providers in any respect.

Important options embrace immediate messaging, automation, bulk messaging, fee processing integration, challenge administration, calendar, productiveness instruments, and extra.

Bitrix24: precios, funciones y opiniones | GetApp México 2022


  • Every thing you want to handle initiatives internally and with collaborators
  • Straightforward emigrate from different providers
  • 30-day free trial accessible


  • It will get dear as you scale your workforce
  • Buyer assist is tough to achieve (troublesome whenever you face a bug)


A 30-day free trial is on the market for Bitrix24, in addition to a free plan with primary options.

After that pricing begins at $61 per 30 days with many upgrades primarily based on options or seat depend accessible.

One other essential various is 17hats.

With related options to the earlier mentions, 17hats is concentrated on automating, optimizing, and delegating in order that freelancers can focus extra on their craft than on the busy work.

17hats digital signature, doc sharing, and communication options work to remove the necessity for paperwork and exhausting forwards and backwards with purchasers.

Get your time again and deal with the work that makes you the cash.

17hats – Dashboard Feature


  • It will get new options added usually
  • Integrates easily with a number of options


  • It’s not the very best match for groups or greater firms
  • The visible distribution of its workspaces could possibly be improved significantly


7 day trial accessible. Plans begin at $25 per 30 days (yearly) and $45 per 30 days in case you favor to pay every month.

Indy is a really full suite of selling, administration, and assortment instruments designed to provide freelancers full management of their life and work steadiness.

Designed particularly for freelancers, it helps you cease digging in so many locations to get your work carried out and to maintain your corporation working.

It has the entire primary instruments you want, plus an awesome library of contract, kind, and bill templates.

Within the “Why Indy?” part of their website you too can have a look at nice guides to discover ways to use their product relying on the kind of freelance work that you simply do.

Indy | Your Tool for Clients, Proposals, Contracts & Invoices


  • Makes the method easy for purchasers
  • Doesn’t cost further for fee transactions


  • Invoicing options are very primary
  • The cellular app has many alternatives for enchancment


Indy’s pricing begins at $5.99 per 30 days, with a free trial, and a free plan accessible.

resolve between Dubsado alternate options

Now that you understand extra of the highest choices accessible, it’s time to resolve.

My finest recommendation could be to:

1) Consider your processes

No matter if you’re selecting your first shopper administration instrument or trying to transfer to a brand new one, the choice shouldn’t be dictated by the most recent development or the fanciest possibility out there.

Take a while to evaluate your wants and attempt to match them with an possibility that may fulfill them. Ask your self one thing like, “What options do you want probably the most and which software program is the very best at it?”

2) Take into account your finances and long-term targets

Don’t be fast to decide on a shopper administration instrument in case you haven’t thought-about the monetary side behind your determination.

That is an expense you’ll need to cowl continuously for months and even years to come back, so it will be splendid to select up a instrument that you simply’d be snug paying for a lot of months.

Trace: the pricing might change relying on the variety of initiatives, or workforce members, so remember to take into account your long-term plans in case you assume that’s needed.

3) Signal-up for a free trial (if potential)

Many instruments have a free plan or a full-access free-trial accessible. Use them!

They have been created so that you can know, check, and perceive the precise expertise behind these merchandise.

Free trials enable you to:

  • Determine with certainty if the product is what you want
  • Take a look at the options that you will want probably the most
  • See if the pricing is an efficient match for the worth you get
  • Do that and extra with out paying the subscription charges


When you don’t handle your purchasers’ initiatives correctly, they may depart. Due to that it will be good to contemplate a challenge administration instrument like Dubsado or any of its alternate options.

Dubsado is a really full instrument to speak together with your purchasers, handle contracts, invoices, proposals, preserve monitor of latest leads, and many others.

When you’re studying this text you’re in all probability in search of a substitute for it.

If that’s the case then we’ve given you a listing of the highest 8 finest alternate options for shopper administration.

The editor’s selection is Hectic. From challenge administration to accounting, customer support, invoicing, and much more – it may be all carried out utilizing Hectic, even on their starter plan.

Be at liberty to strive it. Take into account if it aligns together with your course of, finances, and long-term targets and let’s go!

I hope that your corporation will get a giant enhance in retention and buyer satisfaction by the implementation of the shopper administration instrument that you simply select.

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Profile Image: Mateo Melgar

Written by Mateo Melgar

Editor at

Mateo Melgar is well-known for his skill to prepare and encourage groups. His stable background in gross sales, advertising and marketing, and buyer assist synergizes together with his superior proficiency of enterprise techniques and technique. You want somebody that understands the shopper, the enterprise, and the workforce members. Mateo has a confirmed report of success offering progress, outcomes, and reliability.

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At Millo, we attempt to publish solely the very best, most reliable and dependable content material for freelancers. You possibly can study extra by reviewing our editorial coverage.

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