Hey, there! As of March 2023, HoneyBook has rebranded, which means they are updating a lot of terms and phrases we frequently use throughout our blog posts. That doesn’t change anything below; it just means you’ll see some different terminology from us moving forward. For more details, we have a breakdown of the changes in this blog!
When it comes to choosing a customer relationship management (CRM) tool for your business, how do you know which one is best for you? After all, there are tons of CRMs out there. And while it’s nice to have options to choose from, it can quickly become really overwhelming.
At DaSilva Life, the question we get most often usually comes down to two popular CRMs: HoneyBook or Dubsado? Truth is, they’re both great! But the final choice typically comes down to personal preferences and business models.
We know: High-level answers like that aren’t exactly helpful when it’s time to invest in a CRM. That’s why we’re taking a closer look at HoneyBook and Dubsado, giving you the details you need to make the most informed decision for your business.
CRMs are different from project management tools in that they help automate more manual tasks and processes while cultivating stronger relationships with clients and prospects. While a PM tool helps you organize and manage projects, a CRM does amazing things like:
In other words: A CRM automates manual processes and tasks that you (or your team) do every single day. Another perk? You never actually have to leave your CRM to find documents, contracts, invoices, and emails — it’s all in one place, so nothing slips through the cracks. Impressive, right? Clients and prospects will feel the same way!
Dubsado has all of the basic features you should expect from a CRM, including:
It also includes additional features that help you cultivate new leads, customize your branded materials, and manage client proposals.
Similar to Dubsado, HoneyBook has several helpful CRM features like:
Here’s a quick look at how we use HoneyBook workflows:
So, based on the above information, Dubsado and HoneyBook both offer comparable features — all of which are super helpful for businesses. But it also makes choosing just one CRM slightly more difficult.
That’s when we dive into the nitty-gritty details — things like visuals and ease of use — to really set them apart. Based on our personal experience with both tools, here’s a quick pros and cons list of Dubsado and HoneyBook to help narrow down your choice:
Pros:
Cons:
Pros:
Cons:
Based on years of trial and error — and helping tons of clients organize their business — our top pick for a CRM tool is...drumroll please…
Visually, HoneyBook is much easier to navigate and a lot more intuitive for those who are brand-new to or have never used a CRM. While it doesn’t have as many customization options, we’ve figured out how to convert brochures into branded forms — just like Dubsado. (We have all the details in our HoneyBook course!)
But don’t just take our word for it. Many of our clients have sought our help in setting up their HoneyBook after trying out Dubsado. Some have even switched from HoneyBook to Dubsado only to switch back to HoneyBook because they feel it’s a better overall experience for them, their team, and their clients.
We know first-hand that choosing the right CRM for your business is only half the battle. Everything that comes after choosing your CRM — training, workflows, implementation, and up-keep — is the real challenge.
That’s why we created a Systems School course just for HoneyBook!
It will help you master the CRM and ensure you’re using it to the fullest extent. Our HoneyBook course comes with:
Ready to see what HoneyBook can do for you and your business?
P.S. want 50% off your first year of HoneyBook? CLICK HERE
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