Management software can open the doors to a virtual playground where you can effortlessly oversee your coaching projects and automate day-to-day tasks. In this post, we’re shining the spotlight on two sought-after management tools—Dubsado and 17hats. Even though these platforms are designed for creative professionals in all industries, they are also a popular choice in the field of coaching.
If you wish to know how they compare to each other, what features they offer, and how much they cost, our Dubsado vs 17hats comparison will reveal everything. We’ll also equip you with several alternatives if you want to consider other life coaching software.
Table of Contents
Dubsado vs 17hats: An Overview
Dubsado is a business management tool that caters to a diverse range of entrepreneurs, including coaches, photographers, bookkeepers, and virtual assistants. It can equip you with an arsenal of tools, such as scheduling, automation, a client portal, proposals, and invoicing.
17hats is a powerful CRM tool tailor-made for project-based businesses. It has everything you need to streamline your operations, from managing clients and organizing sales pipelines to scheduling appointments and keeping track of your finances. 17hats can also automate your workflow and liberate you from the mundane and repetitive aspects of running your coaching business.
Pricing & Free Trial
To help you evaluate how Honeybook and Paperbell fit your budget, let’s explore their pricing and trial options.
Dubsado keeps things simple with two pricing tiers—Starter and Premier—priced at $20 per month and $40 per month. Automated workflows are exclusively available in the Premier tier.
17hats offers three tiers to choose from—Essentials, Standard, and Premier—ranging from $15 to $60 per month. The Essentials tier covers the basics of CRM and invoicing, but unfortunately, it doesn’t include any workflow automation. If you’re eyeing 17hats for its automation workflows and other premium features like Zapier integration, you’ll need to upgrade to the Premier tier.
Dubsado gives you the freedom to fully experience their platform without any time constraints. You can take your time to get to know the tool and its features by booking up to three clients during the free trial period.
With 17hats, you can experience any of their packages, completely free of charge, for 7 days. This gives you some time to explore the features and functionalities of each package.
To provide you with a thorough overview of these platforms, we will present their complete list of features and highlight some notable functionalities.
- Client portal
- Forms and templates
- Integrations with video conferencing apps, email providers, calendar apps, Quickbooks, Xero, Zapier, and Cloudspot
With Dubsado, you can say goodbye to manual lead conversions as it streamlines the process with its automated onboarding system, turning leads into paying clients. Not only that, but Dubsado also takes care of mundane, repetitive tasks, automating them to ensure a smooth and efficient workflow.
Its templates functionality allows you to craft forms, proposals, agreements, and questionnaires from ready-made templates. You can also customize their design and add your logo to align their look with your brand.
The client portal can serve as a solid foundation for managing contracts, emails, forms, invoices, and tasks, so clients can have all the relevant info organized and accessible.
- Email and document templates
- Mobile app
- Integrations with video conferencing apps, email providers, calendar apps, Quickbooks, Zapier, and over 20,000 financial institutions
17hats bookkeeping features make managing your expenses a breeze. You have the option to manually input your expenses or take advantage of the convenient Bank Connect feature that automatically adds your expenses for you.
The CRM functionality ensures that you have a centralized hub to store, save, and access all the essential details about your clients and projects. With this feature, you can keep track of important information and access it whenever you need it.
17hats can streamline your communication with clients with email templates. The emails can also be customized and branded.
Dubsado vs 17hats – How Are They Different?
Now, let’s explore the contrasting features of these two robust CRM platforms.
Financial Management and Reporting
17hats is a powerhouse when it comes to financial management. Its comprehensive financial reporting features enable you to handle bookkeeping, track expenses, and manage invoices, and it integrates with over 20,000 banks. Dubsado also offers financial reporting capabilities, but they’re less comprehensive, and the main focus is on invoicing. However, where Dubsado truly shines is in its project reporting and task-centered reporting.
Streamlined Email Communication
Dubsado lacks features that simplify email communication. With 17hats, you have access to the email templates library, so you can create professional emails in no time. Another nifty 17hats email feature is the labels that indicate email status so you can tell at a glance whether the client has read your email.
One 17hats feature that’s missing from Dubsado’s toolbox is time management. The to-do workflows feature in 17hats allows you to create customized step-by-step processes to efficiently manage your tasks and enhance productivity. There’s also the to-do management feature that enables you to stay organized, prioritize tasks, and effortlessly track your progress for enhanced efficiency.
17hats has a dedicated mobile app that you can download for free. The app will allow you to manage your business on the go and have all the information at your fingertips. Dubsado’s website is mobile-friendly, but they don’t have a mobile app available.
Dubsado has a 4.5 rating for customer service on Capterra. Customers have praised the support team, describing them as helpful and responsive. However, a few reviewers mentioned experiencing longer wait times for responses. You can get in touch with Dubsado’s support team via email and live chat, or you can schedule a call. Chat support is available Monday to Friday from 4 am to midnight and on weekends from 9 am to 5 pm.
17hats has a 4.4 rating for customer service on Capterra. The reviews are predominantly positive. The main complaint about 17hats’ support is that customers can’t speak with an agent. The support hours are Monday to Friday, 7 am to 4 pm, and you can contact them via email, live chat, or Facebook DM.
Conclusion – Dubsado or 17hats?
Dubsado and 17hats have a fair share of similarities, and you can’t go wrong with picking either if you want a simple CRM tool. However, when it comes to comprehensiveness, 17hats is the winner.
Choosing 17hats over Dubsado will provide you with more comprehensive financial management tool, a mobile app, time management functionalities, and features for streamlined communication.
17hats’ Essential plan is inexpensive, so you can start with that until you decide whether you need more.
Dubsado’s advantage is its unlimited trial period, so if you’re uncertain about committing, you can manage up to 3 clients on Dubsado completely free of charge.
Alternatives to Dubsado and 17hats
Dubsado and 17hats aren’t coaching-specific management software, so if you need more features designed for delivering coaching services, you should check out alternatives. Our top picks are Paperbell, CoachVantage, Simplero, Practice, and Delenta. You can learn more about each software (and many others) in our list of best life coaching software.
This article was written by the Life Coach Magazine staff. We cover everything from personal development, to coaching tips, to how to grow your coaching business.
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