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!
Table of Contents
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.
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.
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.

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.

Just like Dubsado, it offers all the core features such as invoicing, proposals, contract management, online payments, workflows, automation, and projects.
By automating your invoice process, payment collection management, task tracking, client billing, and transparency, HoneyBook helps you save time and money.
To learn more about HoneyBook, click here.
Dubsado vs. HoneyBook: A Detailed Comparison
Now that you have a basic understanding of each program, let’s compare them side-by-side.
Features
Both Dubsado and HoneyBook offer a wide range of features that are designed to streamline your client management process. Let’s take a look at the features each tool offers:
Dubsado
Dubsado gives you everything you need to manage client relationships effortlessly, from billing and contract management to online payment processing and scheduling.
Some of its key features include:
- Forms: Dubsado offers a wide range of customizable form templates that you can use to gather information from your clients. You can create your own Dubsado forms or use one of Dubsado’s many templates.
You can use them for proposals, quotes, or questionnaires, and they all have an e-signature space to make them legally binding.
- Invoicing: With Dubsado, you can create and send invoices in just a few clicks. What’s more, you can also set up recurring invoices so you don’t have to send them manually every month.
- Client Management: Dubsado offers robust client management capabilities. You can use these client management capabilities to add notes and comments about your clients and assign tasks to your clients.
Also, there’s a great client portal. This portal lets you keep track of your clients’ contact information, project details, and client communications history all in one place.
- Scheduling: Dubsado’s scheduling feature lets you book appointments and manage your team’s availability. You can also use it to send automatic appointment reminders to your clients.
- Accounting and Reporting: Dubsado’s accounting and reporting features let you track your finances and see how your business is performing. It allows you to generate reports on a variety of criteria, including payments, contracts, invoices, and time tracking.
Maintain your financial report with a month-by-month financial history. Furthermore, you can view profit and loss records, set monthly or annual financial goals, and record income, expenses, and get a complete overview of all your transactions in one place.
- Online payments: This is a fantastic feature. Dubsado lets you accept payments online via credit card, bank transfer, or ACH by integrating a few payment processors (Stripe, Square, and PayPal).
You can also set up automatic payment reminders so your clients always know when their payments are due.
Honeybook
Honeybook is an outstanding program that offers a host of powerful features. Here are some of the most useful ones:
- Proposals: Honeybook lets you create proposals for your clients. You can add items, services, and pricing information. Once you have the proposal ready, you can send it electronically to your client or print it out for them. You can also track client acceptance and signatures.
- Online invoicing: This tool lets you create and send invoices directly to your clients. On the invoice template, you may add products, services, and pricing information.
- Powerful scheduling: Honeybook lets you schedule appointments and meetings with your clients. If you are the administrator, you can also connect your calendar to share it with other users. The calendars will automatically sync with each other so that everyone can easily view, edit, and create events at any time.
- Virtual Contracts: With virtual contracts, you can create, send, and sign contracts with your clients online. Companies that want to save both time and paper will find this feature super helpful.
- Online payments: Honeybook program also has a payment gateway, so you can accept payments online from clients. This makes it easy to get paid on time, every time, and reduces transaction times.
Winner: Dubsado
In terms of the features that matter most to small businesses, Dubsado excels. Its customizable forms, e-signature features, and easy invoicing make Dubsado a compelling choice for businesses that want a comprehensive CRM tool.
Honeybook is also great for businesses that need powerful scheduling features and to accept online payment. However, its lack of Form templates and e-signatures makes it less suitable for businesses wanting a CRM tool that does it all.
Ease of Use
Ease of use is one of the most important factors to consider when choosing a CRM tool. After all, you don’t want to waste time trying to learn how to use a complex tool.
Dubsado
Dubsado is a fairly easy-to-use tool. Even if you’re not familiar with CRM tools, you should be able to figure out how to use Dubsado without too much difficulty.
Dubsado’s dashboard
You can arrange client projects in a way that works best for your firm. However, this is only after you have completed a specific amount of configuration to get it to work the way you want it to.
Still, it’s much easier to use than many other software programs.
To get the most out of Dubsado, you must be prepared to invest time in installation. After all, it is one-of-a-kind to you after the setup, so the payoff is certainly worth it.
Honeybook
Honeybook has an extremely user-friendly interface. There’s no mess, everything is well-organized, and it’s pretty easy to use.
Winner: Dubsado
In terms of the features that matter most to small businesses, Dubsado excels. Its customizable forms, e-signature features, and easy invoicing make Dubsado a compelling choice for businesses that want a comprehensive CRM tool.
Honeybook is also great for businesses that need powerful scheduling features and to accept online payment. However, its lack of Form templates and e-signatures makes it less suitable for businesses wanting a CRM tool that does it all.
Ease of Use
Ease of use is one of the most important factors to consider when choosing a CRM tool. After all, you don’t want to waste time trying to learn how to use a complex tool.
Dubsado
Dubsado is a fairly easy-to-use tool. Even if you’re not familiar with CRM tools, you should be able to figure out how to use Dubsado without too much difficulty.

Dubsado’s dashboard
You can arrange client projects in a way that works best for your firm. However, this is only after you have completed a specific amount of configuration to get it to work the way you want it to.
Still, it’s much easier to use than many other software programs.
To get the most out of Dubsado, you must be prepared to invest time in installation. After all, it is one-of-a-kind to you after the setup, so the payoff is certainly worth it.
Honeybook
Honeybook has an extremely user-friendly interface. There’s no mess, everything is well-organized, and it’s pretty easy to use.

HoneyBook’s dashboard
You should be able to find what you’re looking for quickly and easily. You’ll have no trouble creating invoices, estimates, proposals, or anything else.
Honeybook also offers onboarding assistance as soon as you sign up for an account.
During that period, a Honeybook representative will ensure that your subscription fits your brand.
Winner: Honeybook
In this category, HoneyBook is clearly the winner because it’s easy to navigate and everything is spelled out clearly.
This makes it easier to create invoices, set up clients, and create proposals. Dubsado also has an easy-to-use interface but requires a steep learning curve.
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.
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.
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.
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.
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.
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.