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HoneyBook vs. Dubsado: An unpaid review

HoneyBook vs. Dubsado: An unpaid review

HoneyBook and Dubsado offer different features, integrations, and workflows to help your coaching business run smoothly. Learn more in this unpaid review.

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HoneyBook and Dubsado are both CRM software for small businesses and independent business owners. They help streamline and in some cases, automate the administrative and backend workflows of a business.

This is a completely unpaid review of the functionality and tradeoffs of both platforms, so you have the information you need to decide which is the best fit for you.

What is HoneyBook?

HoneyBook is a CRM that is great for project-based client businesses. Think, photographers and freelance designers. You can organize your clients using their pipeline feature, send proposals and invoices pretty easily.

HoneyBook’s highlights

Smart Files

Their Smart Files feature allows you to edit invoice and questionnaire templates to fit your own business, which is really helpful when you’re just starting out.

Templates Gallery

Building on their Smart Files, this is a relatively newer feature of HoneyBook. They recently launched a library of 70+ templates that you can choose from. Whether you’re looking for an invoice template, a client intake template, or a proposal template, they have a variety of designs to choose from.


Payment Processing

If you do not already have a payment processor (Stripe, Paypal, Quickbooks, etc), then this might save you a step. HoneyBook has its own payment processor, which means you don’t have to sign up for yet another app. If you process payments through HoneyBook, here is their most updated fee schedule (starting December 14, 2022):

If you already have a payment processor and you want to have that integrate with your CRM, you may want to choose another platform because HoneyBook doesn’t support native PayPal, Stripe, or Quickbooks integrations.

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What is Dubsado?

Dubsado is a business management platform that supports both project-based client businesses and relationship-based businesses. Their customers range from make up artists to doulas. Similar to HoneyBook, you can organize your clients, sign contracts, send invoices and book appointments relatively easily.


Dubsado’s highlights

Free for 3 clients

There’s no credit card needed and Dubsado is free to up to 3 clients. Perfect if you’re just starting out and considering whether you really need a CRM.

Multiple Brands*

It’s an additional cost ($10/month), but you’re able to manage multiple brands under the same account. This would be helpful for anyone who has two separate businesses, but wants to save time by having everything under the same software roof.

Automated Workflows

The ability to create workflows and automate repetitive parts of your business is what CRMs should do. Dubsado’s automated workflows are quite powerful, being able to automate everything from emails to creating to-dos.

What are the main differences between HoneyBook and Dubsado?

Pricing

HoneyBook is a flat $39/month or $390/year and they typically have a low cost promotion for your first 6-8 months.

Dubsado is either $20 or $40 per month and $200 or $400 per year, depending on if you sign up for the Starter or Premium plans. They also have additional fees for multiple brands and for team members.

Email capabilities

HoneyBook has deep integration with Gmail which means you can manage projects within the Gmail app through a Chrome extension, as well as in the HoneyBook platform.

Dubsado doesn’t have this capability, which means you’re forced to exclusively manage projects from within the Dubsado web application.

Time Trackers

Both HoneyBook and Dubsado have time trackers, but Dubsado has one that you can start/stop to actually count your time, whereas HoneyBook would require you to track your time separately and enter it in as a time entry.

What’s lacking from HoneyBook and Dubsado

Shallow client records

Both HoneyBook and Dubsado are project-focused, instead of client-focused which means it doesn’t offer much in terms a deep client record. You can capture the basics about a client, which is fine for project work, but less ideal if you have a longer term relational-based business like coaching, dog training or certain types of consulting.

Chat-like Client Portal

Neither HoneyBook or Dubsado have a very intuitive client home base. HoneyBook relies primarily on email, whereas Dubsado has a client portal but it isn’t particularly robust and doesn’t have native iOS and Android apps, making your clients login to a web portal each time.

HoneyBook vs Dubsado: Which is the best option?

Both can be good options for your project-based clients. If you’re just starting out as a small business owner, Dubsado’s free for 3 clients is quite beneficial. If you’ve been in business for a while and you’re looking to migrate, both platforms have a migration system and decently robust automations to help streamline your existing business.

If neither of these feel like quite the fit, and you’re looking for a client management platform that’s a bit more client-centred, Practice has the most robust client records amongst CRMs that are designed for small businesses. Plus, it has an intuitive client portal that has chat, voice memos, and file organization which your clients can access on iOS, Android and web.

Practice's client record and it's encrypted client portal that supports chat and voice memos


Free coaching contract templates

We worked with our lawyers to create coaching contract templates, free for any coach to use. Plus, a couple of sample agreements.

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