Dubsado vs 17Hats: Which Client Management System is Better?

Hey there! So, you’re stuck between 17hats and Dubsado to manage your clients and communication history.

Are you considering a new customer relationship management and project management solution for your business? 

Our research showed that many businesses choose 17hats and Dubsado as their go-to tools. But how do you know which one is right for you? We’ve looked into both software solutions to help make up your mind. 

With Dubsado or 17Hats, customers can manage projects, set up automated workflows, and track key metrics in one central place. They provide CRM features like lead tracking, invoicing, contact lists, and more – giving customers the control they need to run their business operations efficiently.  

Read our comparison guide now and see which system best fits the needs of your business!

Brief Overview: Dubsado vs 17hats

First, I’ll give you a quick overview of Dubsado and 17hats:

Dubsado

Dubsado is a comprehensive business management solution designed to help creative entrepreneurs and small businesses streamline their processes. With a focus on automation, Dubsado integrates CRM platform, project management, and invoicing features into one cohesive platform.

Key Selling Points:

• Robust CRM capabilities and client portal for lead tracking and engagement
• Automated workflow systems for streamlined operations with strong integration capabilities with other tools like Google Calendar
• Customizable lead capture form, contract, and questionnaire
• Built-in time tracking and reporting tools
• Integrated scheduling, calendar management, and other administrative tasks

17hats

17hats is a multifaceted business management platform that simplifies operations for solo entrepreneurs and small business owners. It consolidates invoicing, project reporting and tracking, consistent communication with clients, and bookkeeping into a unified dashboard.

Key Selling Points:

• Unified dashboard for a holistic view of business operations and client portal
• Detailed project management and tracking
• Built-in CRM for efficient client management
• Automated workflows and task management with integration to Google Calendar and other similar tools
• Comprehensive financial tools, including invoicing and bookkeeping

Quick Verdict: Dubsado vs 17hats

Regarding business management platforms, both Dubsado and 17hats stand out as top-tier options to boost clients’ professional image. However, their unique features cater to slightly different user profiles. Let’s delve into the nuances to help you make an informed decision.

Dubsado shines when it comes to automating business processes. This platform is perfect for businesses looking to automate repetitive tasks like lead capture, invoicing, and project management.

With Dubsado, you can set up workflows to automatically send out professional invoices, follow-up emails, and more, saving you valuable time. Plus, creating custom lead capture forms and reusable form templates allows you to maintain your brand’s unique identity while engaging with clients.

17Hats stands out with its customizable workflow feature. This makes it an excellent choice for solopreneurs and entrepreneurs who must tailor their operational processes to their needs.

With 17Hats, you can customize workflows to suit your business operations, from client management to billing and scheduling. Furthermore, the platform’s document templates simplify the creation of quotes, contracts, and invoices, allowing you to focus more on your core business activities.

Product Overview: Dubsado vs 17hats

What is it?

Dubsado

A business management software that helps businesses automate tasks, manage clients, and streamline operations. It offers features like lead capture, project management tools, and invoicing to make running a business easier.

17hats

A comprehensive business management at task management platform designed to simplify and integrate various aspects of business operations. It combines tasks like billing, scheduling, communication, and project management tools into a single, easy-to-use platform.

Who is it for?

Dubsado

Ideal for small businesses and freelancers who need to automate their business processes. Whether you’re a creative professional, a consultant, or a service provider, Dubsado can help you automate repetitive tasks and manage your clients effectively.

17hats

Perfect for project-based businesses and entrepreneurs looking for a unified platform to manage their business operations. If you need to handle various task boards like billing, scheduling, and communication in one place, 17Hats is an excellent choice.

What makes it special?

Dubsado

Stands out with its advanced automation features. It allows businesses to automate tasks and provides custom forms, specifically lead capture forms and templates, to maintain brand identity. Its client portal feature provides a secure space for clients to access their documents.

17hats 

Shines with its ability to create workflows. It integrates various business operations and enables you to tailor these workflows to their needs. Furthermore, it simplifies document creation with easy-to-use customizable templates for quotes, contracts, and invoices.

What does it do?

Dubsado

Acts as a complete business management tool, allowing businesses to automate tasks like lead capture, invoicing, and project management processes. It also provides a client portal where clients can access their other documents securely.

17hats

Provides a platform that integrates how to bill clients accurately, scheduling, communication, and project management tools. It allows you to create and customize workflows, manage clients with all the features like appointment scheduling and automatic payment reminders, and simplify document creation with handy templates.

Quick Comparison: Dubsado vs 17hats

Key Features	Dubsado	17hats
#1) Pricing and Free Plan		Winner
#2) Ease of Use	Tie	Tie
#3) Design & Functionality	Winner
#4) Customization & Automation		Winner
#5) Integrations	Winner
#6) Customer Support	Winner
#7) Mobile App		Winner
#8) CRM	Winner
#9) Project Management	Winner
#10) Client Portal	Winner
#11) Financial Reporting		Winner
#12) Lead Capture Form		Winner
Overall	Winner

Feature Comparison: Dubsado vs 17hats

Let’s compare the features of Dubsado and 17hats so you can make the right decision for you and your business.

#1) Pricing & Free Plan

Dubsado offers competitive pricing for its range of features. Starting at $20 per month prices, you have unlimited access to its integrated client management software tools, customizable forms, and other premium features.

This price point positions Dubsado as a valuable option for businesses seeking a holistic solution to client relationship management.

17hats offers its comprehensive suite of business management tools at a slightly lower entry price. Starting at $15/month, multiple you can benefit from the unified dashboard, client communication tools, project tracking, and more.

With both standard and premier plans, businesses can choose the tier that best fits their needs.

When evaluating free trials, the choice boils down to preference. Dubsado’s client-limited approach provides an unlimited timeframe for businesses to quickly adapt and understand the platform. At the same time, 17hats’ time-limited trial offers an all-access pass for a quick and deep dive into its functionalities.

Considering the pricing of 17hats and Dubsado, 17hats offers a more affordable entry point. However, the decision ultimately concerns the specific features and tools a business values most.

If client relationship tools and customization features are a priority, the slightly higher price for Dubsado is worth it. On the other hand, if a business owner seeks a comprehensive, all-in-one solution at a lower price point, 17hats emerges as the front-runner.

Verdict: For pricing, 17hats offers a more cost-effective solution, making it an excellent choice for businesses looking for value for money.

#2) Ease of Use

Dubsado’s platform is designed with user-friendliness in mind. The intuitive user interface allows businesses to easily navigate and utilize its many tools. From setting up workflows to customizing forms, like lead capture forms, Dubsado provides clear guidance, making the onboarding process smooth even for those unfamiliar with business management platforms.

17hats offers a straightforward and clean user interface that prioritizes simplicity. With its unified dashboard and well-organized menus, you can quickly access the needed features. Its integrated onboarding tutorials and tooltips further assist you in getting acquainted with the platform’s functionalities.

Both 17hats and Dubsado have invested in creating interfaces that minimize the learning curve. Dubsado’s platform is well-suited for those seeking detailed customizations. At the same time, 17hats appeals to those desiring a unified, simplified view of their business operations.

Verdict: For ease of use, it’s a tie. Both 17hats and Dubsado provide user-friendly experiences, ensuring businesses can focus on their operations rather than navigating software complexities.

#3) Design & Functionality

Dubsado showcases a modern and sleek design, ensuring you enjoy aesthetics and functionality. The platform’s layout is thoughtfully crafted, emphasizing clarity and efficiency. The design complements the platform’s powerful tools, ensuring businesses can utilize features like CRM, project management, and invoicing without feeling overwhelmed.

17hats presents a clean and streamlined design that prioritizes quick access to its suite of tools. The unified dashboard is well-organized, ensuring you can seamlessly transition between tasks. The design reflects the platform’s commitment to simplifying business management for solo entrepreneurs and small teams.

When assessing design and functionality, Dubsado offers a blend of elegance and power, making it suitable for businesses seeking a comprehensive tool with a touch of sophistication. 17hats, with its straightforward design, appeals to those who prefer a no-frills approach that emphasizes efficiency.

Verdict: For design and functionality, Dubsado takes the lead. Its blend of modern design and robust features provides an enhanced user experience, catering to businesses that value aesthetics and utility.

#4) Customization & Automation

Dubsado allows businesses to tailor their platform experience with various customization options, from client portals to forms and templates. This ensures that businesses can maintain brand consistency across all client touchpoints. In addition to customization, Dubsado champions automation with its intelligent workflows, streamlining tasks such as email responses, reminders, and invoicing to save businesses time and effort.

17hats stands out by offering a dual approach of customization paired with advanced automation capabilities. Businesses can tailor the platform’s appearance and functionality to fit their needs. Regarding automation, 17hats excels by providing tools that help automate daily tasks, quotes, contracts, and even client communication, ensuring businesses operate efficiently.

Assessing the two platforms, both 17hats and Dubsado offer commendable customization and automation features. However, 17hats delivers a more holistic approach by seamlessly intertwining customization with robust automation tools. This ensures businesses have a platform that looks the part and functions efficiently.

Verdict: For customization and automation, 17hats emerges as the preferred choice with its integrated approach, providing businesses with a platform that’s both personalized and efficient.

#5) Integrations

Dubsado shines regarding integrations, making it adaptable for diverse business needs. The platform offers compatibility with various third-party applications, from accounting software to calendar tools. Its open API also allows businesses to develop custom integrations, ensuring seamless synchronization with other systems in their tech stack.

17hats, while equipped with a range of features, offers a select set of third-party integrations like Google Calendar. These integrations cover essential areas like payment gateways and calendar syncing. Though the list might not be as extensive as some competitors, it ensures that solo entrepreneurs and small teams can access critical tools to streamline their operations.

Between the two, Dubsado’s expansive integration capabilities make it a more versatile platform, especially for businesses that rely on various third-party applications. Its ability to integrate seamlessly with a broader range of tools adds layers of convenience and efficiency.

Verdict: For integrations, Dubsado takes the lead with its broader compatibility and adaptability, catering to businesses with diverse technological needs.

#6) Customer Support

Dubsado takes pride in its robust customer support system. You can access a comprehensive knowledge base, video tutorials, and live chat support. Moreover, Dubsado often hosts webinars and training sessions, ensuring you can maximize the platform’s capabilities and stay updated with new features.

17hats provides a dedicated support center, including articles, FAQs, and step-by-step guides. They also offer 17hats Education, email support, and a community forum where you can share experiences, ask questions, and get insights from the 17hats team and others.

Comparing the two, while both 17hats and Dubsado offer commendable customer support, Dubsado’s approach seems more hands-on, including live chat and regular training sessions. Such features can particularly benefit businesses that desire immediate assistance and continuous learning.

Verdict: For a great customer service experience, Dubsado emerges as the stronger contender, offering a blend of self-help resources and real-time assistance, ensuring you receive timely and efficient help whenever needed.

#7) Mobile Apps

Dubsado acknowledges the increasing demand for mobile solutions and has announced that a mobile app is in the works. This upcoming addition indicates their commitment to offering a versatile experience for users, ensuring that businesses can manage their operations on the go once it’s released. But the good news is you still have mobile access to it. 

17hats, recognizing the need for flexibility in today’s fast-paced world, already boasts a fully functional mobile app. This app provides you with most of the desktop version’s capabilities, allowing businesses to manage projects, communicate with clients, and oversee financials from anywhere, ensuring they never miss a beat.

Given the current scenario, while Dubsado’s move to develop a mobile solution showcases its forward-thinking approach, 17hats clearly has the upper hand with its already-established mobile app, allowing businesses to stay connected and efficient, irrespective of location.

Verdict: For mobile apps, 17hats is the clear winner, offering businesses a robust mobile solution that ensures they remain efficient and responsive, even on the move.

#8) Client Management Tools

Dubsado excels in client management, offering a robust customer relationship management tool tailored to nurture and strengthen client relationships. The platform facilitates easy tracking of client interactions, project statuses, and communications, all centralized in one place. With customizable forms, questionnaires, and client portals, Dubsado provides businesses with multiple tools to offer a personalized client experience, fostering loyalty and trust.

17hats integrates a comprehensive CRM platform as one of its core features, allowing you to manage leads, onboard new clients, and maintain detailed client profiles. Its automated communication processes and built-in reminders ensure that businesses can consistently nurture relationships, keeping client interactions efficient and timely.

Comparing the two, while 17hats and Dubsado offer robust CRM tools, Dubsado’s focus on providing a personalized client experience gives it a slight edge. Its capabilities to customize client interactions and an integrated client portal make it particularly appealing for businesses prioritizing client relationship-building.

Verdict: For Client Management/CRM, Dubsado stands out as the premier choice due to its emphasis on personalized client interactions and its comprehensive suite of CRM tools.

#9) Project Management

Dubsado offers a dynamic project management tool that seamlessly integrates with its other tools. You can use the progress tracking feature for various projects, set milestones, assign tasks, and collaborate with team members all within the platform. Its visual workflow automation ensures projects stay on track, and the drag-and-drop feature makes adjusting timelines and administrative tasks straightforward.

17hats provides intuitive project management features tailored for solo entrepreneurs and small business owners. Its centralized dashboard allows you to monitor multiple projects, set deadlines, create to-do lists, and automate mundane tasks. Its integrated calendar ensures you can schedule and monitor project timelines efficiently.

While both 17hats and Dubsado offer commendable project management software, Dubsado’s more integrated and visual approach provides an edge for businesses that handle complex projects and collaborate with larger teams. On the other hand, 17hats offers simplicity and efficiency, making it ideal for solo operators.

Verdict: For project management software, Dubsado is the top choice with its comprehensive tools and visual workflows, catering to businesses requiring detailed and collaborative project management features.

#10) Client Portal

Dubsado’s client portal is designed to offer a seamless experience for both businesses and their clients. Clients can effortlessly access this space’s contracts, invoices, questionnaires, and project updates. The portal is also customizable, allowing businesses to align their appearance with their branding, enhancing the overall workflow capabilities and maintaining brand consistency.

The 17hats client portal centralizes all client-related interactions, ensuring potential clients have a dedicated space to review documents, make payments, and communicate with businesses. Its intuitive design prioritizes ease of use, and the automated reminders ensure your multiple clients are always informed about upcoming tasks or milestones.

The main differences between the two is: Dubsado’s emphasis on branding customization in the client portal provides a personalized touch, which can enhance client engagement and loyalty. On the other hand, 17hats’ portal simplifies interactions with its straightforward design and automated reminders.

Verdict: For the client portal feature, Dubsado emerges as the preferred choice, offering businesses the ability to provide a tailored and brand-consistent experience.

#11) Financial Reporting

Dubsado presents businesses with a financial reporting feature, giving you a basic overview of their profit and loss report, expenses, and outstanding invoices. The platform enables customization and filtering options to ensure relevant financial data is available at a glance.

17hats shines in the financial reporting department. It offers a comprehensive dashboard that vividly illustrates client sales report, unpaid invoices, expenses, and more using clear graphical representations. This visual approach ensures that even complex financial reports are easily digestible. Additionally, its capability to integrate with leading accounting tools means businesses can enjoy a seamless and holistic financial management experience.

When comparing the financial reporting capabilities of both platforms, 17hats offers a more user-friendly and visually appealing system. While Dubsado provides essential financial insights, 17hats takes it a step further with its intuitive graphical representations and integration capabilities.

Verdict: For financial reporting, 17hats takes the lead with its intuitive and visually clear dashboard, making it an ideal choice for businesses keen on having an efficient and detailed financial overview.

#12) Lead Capture Form

Dubsado and 17hats both offer lead capture forms that streamline the way you collect information from potential clients. You can create a customized form that blends seamlessly with your website’s design and brand.

Dubsado has a more attractive and functional form, which enables you to capture important data like email addresses, names, and phone numbers. In contrast, 17hats’ capture form is alright and integrates with the invoicing and payment system. 

Verdict: Dubsado has the edge for capturing lead information due to its easy-to-use form.

Final Thoughts on 17hats vs Dubsado

As a busy business owner, I’ve tested and researched many client and business management platforms and understand each one’s unique strengths.

In my opinion, both Dubsado and 17hats offer streamlined and automated client management and business operations features.

Dubsado excels in advanced automation and provides a personalized experience for clients with advanced features such as custom forms and templates. It’s perfect for businesses seeking to automate their processes and maintain their brand identity.

On the other hand, 17hats stands out with its customizable workflow automation and integrated business operations, making it a good fit for businesses that need a unified platform for managing various task boards. 

However, Dubsado is my preferred tool due to its advanced automation capabilities and personalization features, which make it a more versatile tool for managing clients and business operations.

It’s an excellent choice for small businesses and freelancers looking to save time and improve efficiency. Give Dubsado a try today!