HoneyBook vs. Dubsado
As an entrepreneur, choosing a customer relationship management (CRM) system is no small feat. With dozens of choices, it’s crucial that you understand the pros and cons of each before choosing.
As a seasoned luxury wedding planner turned business coach for wedding pros, I've become a lifelong user of HoneyBook. In this blog post, I’ll compare HoneyBook vs. Dubsado. Hopefully, it'll help you in deciding the best fit for you and your business.
What is HoneyBook?
HoneyBook is a client flow management platform. HoneyBook empowers you with tools to handle inquiries, contracts, scheduling, payments, and so much more. The best part? It automates every single step of serving your clients, freeing you to focus on your actual creative work!
Similarly, Dubsado is a well-thought-out client management software. Think of it as a blank canvas ready to be tailored to your business needs. Dubsado offers assistance with managing forms, invoices, scheduling, and more.
A CRM system, like HoneyBook or Dubsado, is your go-to tool for managing the client lifecycle from the moment they first reach out to their big wedding day. The all-in-one nature of HoneyBook has been my secret weapon for staying organized, communicating effectively and easily, and ensuring timely, full payments from my clients. Plus, my clients can't stop raving about how user-friendly it is, making it a win-win for everyone!
How do I get started with HoneyBook?
Trust me, it is easier than you might think. The support team? Top-notch. They guide new users through the setup process, offering things like a free template set up, a concierge team, a smart files template gallery, and Zapier Integrations. It's hands-down one of the easiest systems to navigate.
I picked HoneBook because the automations, invoicing, and scheduler make my work life a breeze. I love that I’m able to create automated emails (like thank you notes to new inquiries) and set up self-reminders. Thanks to the invoice templates, I've got a completely seamless booking experience for my clients. I mean, what business owner wouldn't love being able to set up recurring payments and automated reminders?
And, I have to mention, the scheduler is a dream come true. It can be linked or embedded just about anywhere and it syncs with my calendar. The result? Clients can only schedule a time when I'm actually available. With HoneyBook, I’ve been able to eliminate other calendar and booking tools and consolidate everything into HoneyBook.
A few of my other favorite HoneyBook features for wedding pros are the contact form, client portal, and attorney-reviewed contract templates. It's like a treasure trove of features! Learn more about all that HoneyBook offers.
You can try out all of these features for yourself! Take 50% off your entire first year of using HoneyBook when you sign up here.
Is HoneyBook easy to use?
Absolutely! HoneyBook is a platform that's extremely easy to use! From the Project Pipeline to the streamlined booking process, to the template library, no detail went unnoticed when they were developing HoneyBook. Wedding professionals I’ve talked to especially love the clean and intuitive interface that can be branded to match your their own business branding.
Pro Tip: HoneyBook has a mobile app. Dubsado doesn't yet. And let me tell you, being able to access files on the go is such a game-changer. It's made my life so much easier!
Now, let's talk Dubsado. It's got tons of room for customization, which is pretty cool. The options for workflows is pretty endless! But heads up, it might seem a bit daunting to some business owners out there.
So, if you’re looking for a robust system that’s easy to get started with right away, HoneyBook is for you! You won’t need a contractor to set it up, and there’s plenty of support staff to lend a hand if you get stuck.
How is HoneyBook’s client experience?
Using HoneyBook as my CRM is not just about making my life easier, but it's about making things simpler for my clients too. They can sign contracts and pay online, and get gentle reminders when a payment is due.
Now, Dubsado has its perks too. One pro is that clients can upload files. It's super useful, especially when you're sharing documents back and forth.
Ultimately, I chose HoneyBook back in 2015 with client experience at the forefront of the decision. Since then, I’ve had numerous wedding clients tell me how easy to use it was on their side, too.
So, which is better? HoneyBook vs. Dubsado?
Whether it's HoneyBook or Dubsado, both have got their unique strengths. But when it comes to making my job easier and my clients happier, HoneyBook wins hands down.
If you're running your business outside the US or Canada, then Dubsado might be your better bet since it has global coverage. Plus, for those of you with multiple brand identities under your business umbrella, Dubsado has a more cost-effective solution.
Ultimately the decision is yours! If you know your choice is HoneyBook, get started now and save 50% off your first year!
Disclaimer: My policy is to only share products and resources that have brought value to me and/or I believe will bring value to my audience. Some of the links in this post are affiliate links, and I will earn a commission if you make a purchase using them.