17hats and Dubsado are both client management solutions for small businesses, but they cater to different needs. 17hats prioritizes ease of use and affordability, while Dubsado offers more advanced customization and automation features.
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17hats is a business management software designed for freelancers and small businesses. It offers tools to manage client interactions, including contracts, invoices, online payments, scheduling, and communication. 17hats aims to simplify administrative tasks and provide a central hub for managing client-based businesses.
Dubsado is a business management tool that helps you organize and automate client interactions. It offers customizable templates for contracts, invoices, and forms, simplifying your workflow and making your business look professional. Dubsado also includes scheduling features, client portals for easy communication, and payment processing. It is suitable for businesses of all sizes and is particularly popular with creative entrepreneurs and freelancers.
Summary
Main difference
17hats is better for you if you need a simpler, more user-friendly platform with pre-built templates and workflows. Dubsado is better for you if you require extensive customization options and robust automation capabilities, even if it means a steeper learning curve.
Relative strengths of 17hats (compared to Dubsado)
Easier to use and navigate, especially for beginners.
Provides a wider range of pre-built templates and workflows for various industries.
More affordable pricing plans, particularly for solopreneurs and small businesses.
Relative weaknesses of 17hats (compared to Dubsado)
Limited customization options compared to Dubsado.
Less robust automation capabilities, especially for complex workflows.
Mobile app functionality is less comprehensive than Dubsado.
Who should use 17hats VS. Dubsado
17hats is a business management solution for freelancers and small businesses. Users praise its streamlined client interactions, automated workflows, and professional document templates. However, some find the mobile app limited and email/bank syncing challenging. Ideal for those seeking an affordable, centralized platform to manage client-based businesses.
Dubsado is a powerful business management solution designed for creative entrepreneurs and freelancers. It streamlines client interactions, automates workflows, and offers tools for contracts, invoices, and scheduling. While some users find the initial setup complex, many praise its comprehensive features and responsive customer support. However, some have reported issues with email syncing and scheduler integration.
Best for small businesses (1-100 employees), a good fit for medium businesses (101-1000).
Particularly well-suited for professional services.
Best for small to medium-sized businesses (1-1000 employees), offering a good fit for larger enterprises.
Suitable for businesses across various industries, particularly popular among creative entrepreneurs and freelancers.
17hats and Dubsado features
Supported
Partially supported
Not supported
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Client portals
Supported
17hats provides client portals for accessing project information and documents.
Partially supported
Dubsado supports client portals for accessing information, but direct collaboration is not available.
Document generation
Supported
17hats supports generating documents, contracts, and invoices using customizable templates.
Supported
Dubsado supports generating documents, contracts, and invoices.
Billable time tracking
Supported
17hats supports billable time tracking with an optional add-on.
Supported
Dubsado supports billable time tracking and integrates it with invoices.
Workflow automation
Supported
17hats supports workflow automation, including automating emails and tasks.
Supported
Dubsado offers workflow automation for various client management tasks and processes.
Integrations with other platforms
Partially supported
17hats integrates with other apps via Zapier, but direct integrations with Dropbox, Slack, or Google Drive are not confirmed.
Partially supported
Dubsado integrates with Google Drive via Zapier, but Dropbox and Slack integrations are not confirmed.
Email integration
Supported
17hats allows sending emails via its own or external servers and receiving emails from contacts.
Supported
Dubsado allows sending and receiving emails, and integrates with major email providers.
Browse all features
Qualities
Value and Pricing Transparency
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Customer Service
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Ease of Use
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Reliability and Performance
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Ease of Implementation
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Scalability
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17hats and Dubsado Pricing
No data
We couldn't find a pricing page for 17hats.
Dubsado is a business management platform offering tools for client management, scheduling, automation, and more. It offers a free trial and two main pricing plans - Starter and Premier - billed monthly or annually (annual billing offers over 15% discount). Additional users and brands can be added for an extra cost.
Plans
$20/monthStarter
The all -you-need basics for organized client management. Includes unlimited projects & clients, invoicing & payment plans, form & email templates.
$40/monthPremier
Everything in the Starter plan, plus automation features for enhanced client experience. Includes scheduling, automated workflows, public proposals, multiple lead captures, and Zapier integration.
Professional document templates for contracts, invoices, etc.
Centralized platform for all business management needs.
Affordable pricing, especially for solopreneurs.
Comprehensive features for client management, including proposals, contracts, invoicing, and client portals.
Robust workflow automation capabilities, streamlining client onboarding and other repetitive tasks.
Excellent and responsive customer support, readily available through various channels.
Customizable branding options, allowing users to maintain a consistent brand identity.
Affordable pricing compared to other CRM solutions with similar functionalities.
Users dislike
Limited functionality in the mobile app.
Difficulty syncing email and bank accounts.
Steep learning curve, not intuitive to use.
Lack of reporting features, requires manual tracking and external tools.
Bookkeeping features are too basic, insufficient for detailed financial management.
Steep learning curve, requiring significant time investment for setup and effective use.
Limited customization options for proposals and forms, often necessitating external tools or coding knowledge.
Scheduler integration issues, including conflicts with existing calendar entries and limited multi-user functionality.
Email syncing problems, particularly with non-Gmail accounts, leading to missed messages.
Occasional bugs and glitches in various features, requiring frequent troubleshooting and support requests.
17hats and Dubsado Ratings
G2
4.4/5
(77)
Capterra
4.4/5
(118)
Glassdoor
2.9/5
(25)
G2
4.2/5
(71)
Capterra
4.2/5
(50)
Company health
Employee growth
15% increase in the last year
35% decrease in the last year
Web traffic
28% increase in the last quarter
14% decrease in the last quarter
Financing
May 2017 - $5M
No data
How customizable are the proposal and form templates in each product?
17hats provides professional document templates for proposals, contracts, and invoices, but user reviews suggest limited customization options. Dubsado also offers customizable templates for these documents, but user reviews indicate that the customization options are limited, and advanced customization may require external tools or coding knowledge.
Which product offers better integration with existing email and calendar platforms?
Dubsado offers better email integration, explicitly stating integration with major email providers. While 17hats offers communication features, its user reviews highlight difficulties syncing email and bank accounts, suggesting potential integration challenges.
What are the advantages of 17hats?
17hats is praised for its ease of use, especially for lead capture and client interaction management. It offers a centralized platform for various business management needs and provides professional document templates, making it attractive for users seeking an all-in-one solution. Its affordability is also a key advantage, particularly for solopreneurs.
What are the disadvantages of 17hats?
17hats users report a limited mobile app, difficulty syncing email and bank accounts, a steep learning curve, and a lack of robust reporting and bookkeeping features. Some users find the software less intuitive and require manual tracking and external tools for more detailed financial management.
HoneyBook is a client management platform designed for small businesses and freelancers in the USA. It brings together tools like invoicing, online payments, scheduling, contracts, and proposals into one system. HoneyBook aims to streamline client interactions, get you paid faster, and reduce administrative tasks. It also boasts integrations with popular tools like Quickbooks, Zoom, and Google Calendar.
Bloom is a business management software designed for freelancers and small service-based businesses. It brings together essential tools like invoicing, scheduling, contracts, and client communication into a single platform. Bloom aims to streamline client management, simplify administrative tasks, and offer a professional experience. It's geared towards creative professionals who want to manage their business more efficiently.
Jointflows helps sales teams close deals faster and more predictably. It provides a framework and tools for standardizing sales processes, improving team alignment, and tracking progress against key milestones. This focus on efficiency and collaboration aims to shorten sales cycles, improve forecasting accuracy, and ultimately boost revenue.
CogniSaaS is a software platform designed for onboarding new customers and managing projects, particularly for enterprise SaaS companies. It aims to streamline customer projects, improve team collaboration, and provide data-driven insights to optimize project delivery and revenue recognition. CogniSaaS offers features like task management, customer collaboration tools, timesheet tracking, reporting dashboards, and resource management functionalities. Their focus on customer success and industry best practices sets them apart.
WorkflowMax is a comprehensive job and project management software designed for small to medium-sized service businesses. It provides tools for tracking time, managing projects, creating quotes and invoices, and generating reports. WorkflowMax aims to streamline your workflow, increase profitability by capturing all billable hours, and help you understand staff productivity. It integrates with other popular business tools, including Xero accounting software.
CustomerBase is a business management software designed specifically for small businesses in service industries like plumbing, cleaning, and landscaping. It offers tools to manage scheduling and dispatching, invoicing and payments, customer interactions, and basic marketing. CustomerBase prides itself on its ease of use, mobile functionality, and highly-rated customer support. The software aims to help you streamline operations, get paid faster, and improve customer satisfaction.
Michal has worked at startups for many years and writes about topics relating to software selection and IT
management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs
of any business and find solutions to its problems.
TT
Tymon Terlikiewicz
CTO at Gralio
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech
department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX,
HR, Payroll, Marketing automation and various developer tools.
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