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If you might have decided to give “this freelancing thing” a serious go, you have to have noticed that you just won’t get very far without technology and processes supporting your work.
Certainly one of these pieces of the puzzle is nearly all the time a client management tool like Dubsado. Why? Because clients are what keep your enterprise running, and when you want to keep operating and growing your enterprise you might have to keep each client completely satisfied.
If you might have tried Dubsado, or when you’re searching for a latest client management tool, this text will enable you determine what’s the most effective according to your needs. With that in mind, let’s dive in.
What’s Dubsado?
Dubsado is an all-in-one system that streamlines the essential, but normally time-consuming, tasks for freelance business owners.
You need to use Dubsado to communicate together with your clients, manage contracts, invoices, proposals, keep track of recent leads, etc.
Starting at $20 monthly, it’s a really complete tool to manage your clients, your operations, and run a contract business usually.
Chances are you’ll know by now that, as a freelancer, you might have to wear many hats on an ongoing basis. Still, you may’t afford to pay for one software tool for each area of your enterprise.
That’s why tools like Dubsado and its alternatives have grow to be extremely popular.
Something great concerning the market right away is which you can find many client management tools that also include supporting features for accounting, invoicing, time tracking, and more.
Let’s analyze the highest 8 Dubsado alternatives to manage clients.
Top 8 Dubsado Alternatives
Hectic is a tool that claims to help freelancers solve this massive need for control and order.
It allows freelancers to manage and grow their business by putting all their fronts into one app.
Yes, from project management to accounting, customer support, invoicing, and quite a bit more – it will possibly be all done with Hectic (you’ll still have to clean your individual office, though).
Hectic is a tool entirely focused on freelancers.
Yes, you and me. It was made for the everyday and the not-so-typical freelancers.
And this just isn’t an ad. After testing it for some time, I can tell it’s true, and it was no surprise to me that certainly one of Hectic’s core values is to “Put Freelancers First.”
Pros
- An all-in-one solution
- Made for freelancers
- Very reasonably priced, with zero hidden costs
- Easy to use
Cons
- Some features could also be “too easy” when you are searching for very niche-focused solutions
Pricing
Hectic has three plans. Their Essentials plan is ceaselessly free and it doesn’t require a bank card, nevertheless it’s an actual plan and never only a very-limited trial.
The second tier, their hottest plan, is $11.99 monthly. They’ve a 3rd plan focused on Teams of up to 10 members, and custom pricing for greater teams.
Plutio was designed to help freelancers manage their projects, proposals, and invoices in a single place.
It allows freelancers to track their work time manually or robotically and share it with their clients. It also works thoroughly when you manage a small team of subcontractors.
Plutio makes project management easy with features like file sharing, project statuses, notes, and custom fields. E-signing of documents, email reminders, customizable templates, file storage, permission management, are also included.
Pros
- Plutio could be very easy to use and to integrate with other tools which can be a part of your workflow.
- Their customer support is great they usually are continually improving their product
- Mobile app available
Cons
- The visual a part of the interface could also be too easy for some people, plus, this a part of the product just isn’t improved often
Pricing
Plutio’s prices start at $19 monthly and there’s a free trial available.
Bloom.io is a collection that mixes the most effective tools, to either start with a contract business, grow it, or simply operate it.
Average freelancers use not less than 10 different platforms to run their business.
From invoicing to messaging, and constructing their website, this practice increases costs considerably in addition to time invested.
Bloom.io helps freelancers solve this cost and productivity problem with a solid set of tools to run and scale any freelance business.
Pros
- You get a TON of value for the value
- Bloom implements true innovation in a lot of its features
- The tool is made for creatives and freelancers
- Free plan available
Cons
- No email marketing
- Lacks team collaboration (multi-user functionality coming soon)
Pricing
Bloom.io has a free plan that supports a lot of its features for one project. After which you can get a start package for $39 monthly (when you pay yearly) or $49 monthly.
HoneyBook is a customer relationship management service designed for freelancers. It helps freelancers manage their clients and other necessary parts of their business from A to Z.
You may manage projects, get latest clients and their paperwork done, send invoices and receives a commission using Honeybook.
Why be far and wide when you may have the whole lot in a single service?
Honeybook has a very good set of things to automate things like outreach, communication, and all-things payment management. That on top of an amazing set of good-looking invoice and contract templates.
Pros
- It provides a really visual way to work that enhances productivity
- Invoices are easy to create and send and even easier in your clients to make payment
Cons
- Customer support/technical support just isn’t the most effective
- It doesn’t support SMS communication
Pricing
Honeybook costs $39 monthly or $390 per yr.
Bitrix24 serves as a web based workspace for businesses of all sizes.
Because it has greater than 35 features to manage your team, business, projects, and clients it mainly eliminates the necessity of subscribing to other services in any respect.
Essential features include quick messaging, automation, bulk messaging, payment processing integration, project management, calendar, productivity tools, and more.
Pros
- Every part you wish to manage projects internally and with collaborators
- Easy to migrate from other services
- 30-day free trial available
Cons
- It gets pricey as you scale your team
- Customer support is tough to reach (difficult once you face a bug)
Pricing
A 30-day free trial is on the market for Bitrix24, in addition to a free plan with basic features.
After that pricing starts at $61 monthly with many upgrades based on features or seat count available.
One other necessary alternative is 17hats.
With similar features to the previous mentions, 17hats is concentrated on automating, optimizing, and delegating in order that freelancers can focus more on their craft than on the busy work.
17hats electronic signature, document sharing, and communication features work to eliminate the necessity for paperwork and exhausting backwards and forwards with clients.
Get your time back and concentrate on the work that makes you the cash.
Pros
- It gets latest features added often
- Integrates easily with several solutions
Cons
- It’s not the most effective fit for teams or greater corporations
- The visual distribution of its workspaces might be improved considerably
Pricing
7 day trial available. Plans start at $25 monthly (yearly) and $45 monthly when you prefer to pay every month.
As a freelancer, there are various tasks that chances are you’ll not know the way to do or which can be boring, exhausting, etc. They’re all a part of running your enterprise, so you might have to take care of them indirectly or one other. That might be collecting payments, proposals, accounting, etc.
Bonsai was built to help freelancers handle these tasks without dying within the attempt.
Be more productive by minimizing the time you spent on this administrative work, earn more money, and feel higher about your freelance journey.
Pros
- Top quality product
- Built and designed specifically for freelancers
- Very comprehensive tool
Cons
- Budget could be a constraint for some freelancers
- Payment processing may include extra fees in some regions outside the US
Pricing
Bonsai pricing starts at $24 monthly, with a free trial, and a free plan available.
Indy is a really complete suite of selling, management, and collection tools designed to give freelancers full control of their life and work balance.
Designed specifically for freelancers, it helps you stop digging in so many places to get your work done and to keep your enterprise running.
It has all of the fundamental tools you wish, plus an amazing library of contract, form, and invoice templates.
Within the “Why Indy?” section of their site it’s also possible to take a look at great guides to find out how to use their product depending on the variety of freelance work that you just do.
(*8*)
Pros
- Makes the method easy for clients
- Doesn’t charge extra for payment transactions
Cons
- Invoicing features are very basic
- The mobile app has many opportunities for improvement
Pricing
Indy’s pricing starts at $5.99 monthly, with a free trial, and a free plan available.
How to determine between Dubsado alternatives
Now that you recognize more of the highest options available, it’s time to determine.
My best advice can be to:
1) Evaluate your processes
No matter when you are selecting your first client management tool or looking to move to a latest one, the choice shouldn’t be dictated by the most recent trend or the fanciest option available in the market.
Take a while to assess your needs and take a look at to match them with an option that may satisfy them. Ask yourself something like, “What features do you wish essentially the most and which software is the most effective at it?”
2) Consider your budget and long-term goals
Don’t be quick to select a client management tool when you haven’t considered the financial aspect behind your decision.
That is an expense you will have to cover continually for months and even years to come, so it might be ideal to pick up a tool that you just’d be comfortable paying for a lot of months.
Hint: the pricing may change depending on the variety of projects, or team members, so make certain to consider your long-term plans when you think that’s essential.
3) Sign-up for a free trial (if possible)
Many tools have a free plan or a full-access free-trial available. Use them!
They were created for you to know, test, and understand the actual experience behind those products.
Free trials enable you:
- Determine with certainty if the product is what you wish
- Test the features that you will have essentially the most
- See if the pricing is a very good fit for the worth you get
- Do that and more without paying the subscription fees
Conclusion
In the event you don’t manage your clients’ projects properly, they are going to leave. Due to that it might be good to consider a project management tool like Dubsado or any of its alternatives.
Dubsado is a really complete tool to communicate together with your clients, manage contracts, invoices, proposals, keep track of recent leads, etc.
In the event you’re reading this text you’re probably searching for another to it.
If that’s the case then we’ve given you a listing of the highest 8 best alternatives for client management.
The editor’s selection is Hectic. From project management to accounting, customer support, invoicing, and quite a bit more – it will possibly be all done using Hectic, even on their ceaselessly free plan.
Be happy to try it. Consider if it aligns together with your process, budget, and long-term goals and let’s go!
I hope that your enterprise gets a giant boost in retention and customer satisfaction by the implementation of the client management tool that you just select.
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