If you’re a freelance professional or small business owner in the creative industry, chances are you’ve considered using a CRM (customer relationship management) tool to streamline your client management process.

There are a lot of project management tools out there but Honeybook and Dubsado are two of the most popular ones.

These two tools can help small business owners manage their invoices, contracts, and other business documents more efficiently.

Both programs have a wide range of excellent features, but they have some key differences.

In this article, we compare two popular CRM tools: Dubsado and HoneyBook in-depth, based on the following criteria to help you choose the right one:

  • Features
  • Ease of use
  • Templates
  • Automation
  • Integrations
  • Customer support
  • Pricing

Let’s get started!

Dubsado vs HoneyBook: Bottom Line Up Front

If you don’t have time to read the entire article, here’s a quick summary of our findings.

Although Honeybook and Dubsado are two of the most popular CRMs, we lean slightly towards Dubsado because of its more comprehensive feature set. It includes automated task management, project management, billing and invoicing, and more.

If you want a CRM that is primarily easy to use and set up then Honeybook is the better choice for you.

Here are the main differences between Dubsado and HoneyBook:

  • Dubsado is a little more complex, and Honeybook is much simpler and easy to use.
  • Dubsado is more comprehensive while Honeybook has a limited but powerful feature set.
  • Dubsado gives you a wide range of templates while Honeybook offers fewer options.
  • Dubsado’s invoicing is more customizable while Honeybook’s is simpler to use.
  • Dubsado integrates with a wider range of apps while Honeybook integrates with the 5 major tools plus Zapier.
  • Dubsado offers a forever free trial, while Honeybook does not.

Now time to break it down point by point to see which is the better fit for you!

Dubsado vs HoneyBook: An Overview

Before we compare HoneyBook vs Dubsado CRM programs, let’s take a quick look at each one.

What Is Dubsado?

Dubsado is a cloud-based CRM software that helps small businesses manage their invoices, estimates, and clients.

Most freelancers and contractors primarily use it to manage their time.

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This client management software offers a wide range of features including invoicing, contract management, online payment processing, scheduling, workflows, and automation as well as task and lead capture forms.

It even lets you keep track of your team’s progress on multiple projects at once. Also, you can upload files from various cloud services like Google Drive or Dropbox directly into the platform.

Furthermore, you can use this tool to handle your billing process and it has many more features that help your business thrive.

To learn more about Dubsado, click here.

What Is HoneyBook?

Honeybook is a cloud-based CRM software for creative professionals and small businesses that help them manage their clients. It’s a lightweight and simple-to-use tool.

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Templates

Templates with a CRM will save you time and help ensure that your clients receive a consistent experience. Let’s see which of these two CRMs works best for templates.

Dubsado

Dubsado offers a wide variety of customizable templates as well as some pre-designed templates.  

They give you more branding flexibility in the form styles than any other platform.

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You also can add your own branding to the templates and make them unique to your business.

For example, you can add file uploads, custom pictures in your forms, and CSS code styles if you want.

It’s no wonder Dubsado is well-known for its moldability, which explains why it is so adaptable.

Honeybook

Honeybook offers a variety of templates including brochures, proposal templates, invoice templates, contract templates, etc. Some of them are pre-designed and others you can customize to meet your needs.

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Honeybook’s templates are by far easy to use and the most user-friendly in the market. You can use pre-defined templates to create proposals, contracts, invoices, and other documents.

You may even save your templates for future reuse. However, that’ll cost you – Honeybook isn’t the cheapest when it comes to customization like this.

Winner: Dubsado

Dubsado takes the cake in this case. Not only does it offer more templates than Honeybook, but it also allows greater branding customization and flexibility in its templates.

Therefore, if you really want to make your forms match your business’ look and feel, Dubsado is the better for you.

Automation

Workflow automation is one of the most important features in any CRM. It can save you a lot of time by automating operations and eliminating unimportant administrative tasks. And it makes sure that nothing gets missed.

Dubsado

Dubsado’s workflow automation is very comprehensive. With it, you can program almost anything you want, including emails and texts that remind your clients of scheduled calls or tasks they need to complete.

Also, Dubsado lets you automatically send email reminders if clients forget to schedule calls or complete questionnaires.

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Automation Dubsado

You can also automate repetitive tasks, such as sending out meeting reminders or thank-you notes. It seems like a lot of work, but it actually is very easy to set up and can save you time in the long run.

The tool includes a visual workflow builder so you can see exactly how your automation will work. This is helpful in ensuring that everything is set up correctly.

Honeybook

Unfortunately, Honeybook has the least advanced workflow automation than Dubsado. You can still automate some tasks, but not as much as Dubsado.

You can make simpler ones that novices can use, but they won’t let you create the exact client or customer experience you want.

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Automation Honeybook

Honeybook’s automation is a bit more user-friendly than Dubsado’s, in my opinion. This is because it offers drag-and-drop functionality, which makes it easy to set up your automation.

Since Honeybook lacks the ability to send automated reminders to complete forms or make program calls automatically, so you’ll end up having to manually complete things all the time. This kind of interruption would more likely disrupt your schedule than help you organize things efficiently.

Winner: Dubsado

Dabsado wins here because it has more robust automated workflows than Honeybook. Unlike Honeybook, Dubsado, unlike Honeybook, lets you completely automate your client experience which makes it indispensable for business owners who don’t want delays or errors.

Integrations

Integrations are a crucial part of any CRM tool. After all, you’ll want to be able to integrate your CRM with other software programs that you use.

Let’s see which CRM has the most integration possibilities.

Dubsado

Dubsado integrates a wide range of third-party applications and services.

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Some of the most popular ones are:

  • Google Mail
  • iCloud
  • Outlook
  • Office 365

You can also integrate it with well-known payment providers such as Stripe and PayPal, as well as video conferencing software like Zoom and Microsoft Teams.

You can also connect other tools to each other, like Quickbooks, Xero, Cloudspot, and Zapier. This will help you to create triggers for other tools you might be using.

Honeybook

Honeybook tool integrates with a few third-party applications.

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Four of the most popular business management apps that Honeybook integrates with are:

  • Google Calendar
  • Gmail
  • Quickbooks
  • Zapier

Each of these solutions offers more customization options for your firm. In particular, Zapier lets you quickly integrate Honeybook with other tools you’re already using.

Winner: Dubsado

Here, Dubsado is the clear winner with its extensive integration possibilities. Even though Honeybook does have some great integrations, Dubsado provides more that will appeal to a wider range of users and will likely work better with existing workflows.

Customer Support

Any software program should have good customer support. After all, who will users contact if they have a problem or need help using the program?

Let’s see which CRM has better customer support.

Dubsado

Dubsado offers fantastic customer support. There are numerous ways to get in touch with them, including email, phone, and live chat as well as an active Facebook community if you have any specific questions.

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The company also has an extensive online knowledge base that includes a search function. This is very helpful if you need to find information quickly.

What’s more, Dubsado tool offers training videos and webinars on their website. This is great for users who want to learn more about how to use the CRM tool or for those who need a refresher.

Honeybook

Honeybook also has a similar picture when it comes to customer service. You can contact them via email, phone, or live chat.

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The team is available via email 24/7 and responds promptly most of the time.

Honeybook also offers a wealth of information on its website, including video walkthroughs, step-by-step instructions, and more.

You can also join the Honeybook community to get help from other users.

Winner: Draw

It’s a tie when it comes to customer support. Both Dubsado and HoneyBook platforms provide excellent customer service.

It is easy to get help from the team behind either platform if you have a question or problem. They will respond to you quickly and help you resolve any issues you may have.

Pricing

When choosing a CRM tool, pricing is always a crucial factor. Make sure you’re getting a good value for your money.

Both Dubsado and Honeybook are subscription-based. To use the service, you’ll have to pay a monthly or annual fee.

Dubsado

Dubsado tool offers an unlimited free trial for up to three clients. It means you can add your 3 customers and use the platform for as long as you like without paying a cent.

However, if you want to work with more than 3 clients, you’ll have to upgrade to their paid plans.

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Customer Support

Any software program should have good customer support. After all, who will users contact if they have a problem or need help using the program?

Let’s see which CRM has better customer support.

Dubsado

Dubsado offers fantastic customer support. There are numerous ways to get in touch with them, including email, phone, and live chat as well as an active Facebook community if you have any specific questions.

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The company also has an extensive online knowledge base that includes a search function. This is very helpful if you need to find information quickly.

What’s more, Dubsado tool offers training videos and webinars on their website. This is great for users who want to learn more about how to use the CRM tool or for those who need a refresher.

Honeybook

Honeybook also has a similar picture when it comes to customer service. You can contact them via email, phone, or live chat.

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The team is available via email 24/7 and responds promptly most of the time.

Honeybook also offers a wealth of information on its website, including video walkthroughs, step-by-step instructions, and more.

You can also join the Honeybook community to get help from other users.

Winner: Draw

It’s a tie when it comes to customer support. Both Dubsado and HoneyBook platforms provide excellent customer service.

It is easy to get help from the team behind either platform if you have a question or problem. They will respond to you quickly and help you resolve any issues you may have.

Pricing

When choosing a CRM tool, pricing is always a crucial factor. Make sure you’re getting a good value for your money.

Both Dubsado and Honeybook are subscription-based. To use the service, you’ll have to pay a monthly or annual fee.

Dubsado

Dubsado tool offers an unlimited free trial for up to three clients. It means you can add your 3 customers and use the platform for as long as you like without paying a cent.

However, if you want to work with more than 3 clients, you’ll have to upgrade to their paid plans.

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Dubsado Pricing

Dubsado offers two different plans: Starter and Premier. The Starter plans cost $20 per month or $200 per year, while Premier plans cost $40 per month or $400 per year.

With Dubsado, you can pay either annually or monthly. These plans offer unlimited access to their features, unlimited clients and projects, custom branding everywhere, and hands-on support 7 days a week.

Here’s what you’ll get with Dubsado’s Starter and Premier Plans.

Starter

Premier

$20/month

$40/month

Unlimited Projects & Clients

Everything in Starter, plus:

Invoicing & Payment plans

Scheduling

Form & Email templates

Automated workflows

        Public proposals

Multiple leads captures at once

        Zapier integration

Honeybook

Honeybook offers a seven-day free trial for users to test out the platform before deciding whether to pay.

After that, you’ll have to choose from one of their three paid plans. HoneyBook has two different plan options: Unlimited Monthly And Unlimited Annual.

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Honeybook

Honeybook offers a seven-day free trial for users to test out the platform before deciding whether to pay.

After that, you’ll have to choose from one of their three paid plans. HoneyBook has two different plan options: Unlimited Monthly And Unlimited Annual.

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HoneyBook Pricing

You can get an unlimited monthly plan for $39.00 a month and an unlimited annual for $390 a year.

Here’s a quick rundown of HoneyBook’s plans:

Unlimited Monthly

Unlimited Annual

$39/month

$390/year

7-day free trial

7-day free trial

Access to all features

Access to all features

No limit on transactions

No limit on transactions

Unlimited concierge support

Unlimited concierge support

Add unlimited team members

Add unlimited team members

Winner: Draw

In terms of pricing, Dubsado takes the cake. Dubsado’s starter plan is very affordable. While Honeybook has a slightly lower price for its annual plan than its competitor, it lacks many of the features you’ll need as your business grows.

Dubsado’s $40/month or $400/year pricing gives you everything you need for a successful client experience automation program. In addition, they offer an unlimited free trial, so you can get a feel for the tool without committing.

Top Alternatives to Dubsado and Honeybook

If you’re not sure if Dubsado or Honeybook is the right CRM tool for you, here are some other apps you may want to consider.

Setmore

Setmore is a great alternative to Dubsado and Honeybook. It is a web-based appointment booking software that helps businesses manage their customers and appointments.

The tool offers a variety of features, including contact management, automatic reminders, online booking, and more.

Setmor is free for up to 4 users and it’s super easy to use. It also offers a mobile app for quick access to your account on the go.

To know more about Setmore software, click here.

Calendly

Calendly is one of the best alternatives to Dubsado. The platform offers a wide array of features, such as online bookings and automated email follow-ups.

Calendly is free to use for 14 days, but after that, you’ll have to upgrade to a paid subscription. It works well for individuals or small businesses that need a simple way to schedule appointments.

Aside from this, it provides an easy way for clients to create events as well as the ability to log in using their Facebook or Google accounts.

To know more about Calendly software, click here.

Acuity Scheduling

Acuity Scheduling is another excellent alternative to Dubsado and Honeybook.

It is a cloud-based appointment scheduling software that helps businesses manage their appointments, staff, and customers online.

This tool also lets you send out automated reminders and confirmations. You can see all the hours you’ve tracked in Acuity via the iOS app for iPad or iPhone.

It is safe to use the app without worrying about data loss since it syncs automatically with the cloud every 15 minutes.

To know more about Acuity Scheduling software, click here.

10To8

10to8 is a great alternative to Honeybook.

It’s a cloud-based online booking solution for small to large businesses in all industries that enables its users to book free slots for events and manage team availability.

Users get a customized booking site where they can schedule appointments, pay for events, and access existing bookings.

Its mobile app lets you create, manage, and edit appointments on the go.

With 10to8, appointments are automatically synced with user calendars, and you can integrate it with Gmail, Outlook, iCal, and more. In addition, it lets users manage multiple calendars if needed.

To know more about 10To8, click here.

Booker

Booker is also a cloud-based appointment scheduling tool that allows you to book appointments with customers online.

This tool integrates with major eCommerce platforms like Shopify, BigCommerce, and more.

With it, you can check appointment availability in real-time, send automatic email reminders to keep customers informed about appointments in advance or send SMS notifications for last-minute bookings.

To know more about Booker, click here.

Conclusion

In conclusion, Dubsado and Honeybook are both great CRM tools that offer a variety of features to help businesses manage their customers and appointments.

Even though both have their pros and cons, Dubsado comes out on top in most cases.

It offers a more comprehensive set of features, including client management, client portals, automatic payments, time tracking, and more.

Dubsado also offers more customization options as well as a wider range of integration options than Honeybook.

However, if you want super easy-to-use and intuitive appointment scheduling software, then Honeybook is the better choice for you.

Both tools offer a free trial so you can try them out and see which one works better for your business.

Have you tried Dubsado or Honeybook before? Let us know in the comments below!

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