Are you searching for the right client management and project management platform to draft contract templates and manage your solo business? As with choosing any other work tool, it takes time - and thorough research - to find what would suit your needs in the best possible way.
Dubsado is one of the most popular business management platforms on the market. It boasts several useful features that help professionals handle client relationships, contracts, invoicing, and workflows.
While it's a solid project management software, it may not be the best fit for your freelance business. Many other platforms offer different combinations of features at different prices that are great Dubsado alternatives, and you should know about them!
In this list, you can find 10 great Dubsado alternatives which might be the right solution for your needs.
#1. Bonsai
Bonsai is an all-in-one product suite for agencies and small business owners that is user-friendly and offers all the tools you’ll ever need at an affordable price, making it the best option among Dubsado alternatives. It helps you tackle all the tasks of running a business, such as sending proposals or contracts, lead management, project management, invoicing, expense tracking, client management, etc.
You can easily prepare and send proposals and contracts using the + 500 ready-to-use templates, handle client relations and keep track of all of your projects in one place. Bonsai also boasts several other useful features, such as an online signature maker, time tracking and scheduling, and even digital banking!
The platform can help you get a hold of your accounting needs and taxes as well. It is available in 180 countries, so you don't need to worry about working internationally. Also, Bonsai has been trusted by 500,000+ freelancers and agencies, so you are in good hands! Sign up for a Free Trial today!
Key Features
- Client CRM
- Easy customizable templates (proposals, contracts, forms, quotes, etc.)
- Project Management
- Automate recurring invoices
- Invoice reminders
- Time tracking
- Client Portal
- User-friendly interface
- Task management and project management
- Integrated scheduling
Pricing
- Starter: $25 /month
- Professional: $39 /month
- Business: $79 /month
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#2. Agency Handy
Agency Handy is an excellent Dubsado alternative designed for digital agencies to handle everything in one place—showcase services, proposals, client management, and invoicing. With a customizable multipackage service catalog, you can let your clients choose and checkout accordingly.
Besides, you can utilize intake forms to collect necessary client details and order forms to get project details from the get-go. In addition, you can choose to upsell services or add-on to the order form for added value.
The invoicing system is also designed with ease in mind. You’ll have options for split payments, support for multiple currencies, and integrations with Stripe, PayPal, and Wise, making payments straightforward for everyone involved.
Key Features
- Embeddable service catalog in website
- Flexible intake and order forms for client onboarding
- Order and task tracking with Kanban boards
- Client approval and feedback on tasks
- Automated invoice reminders and recurring billing
- Customizable white labeling and email templates
- Payment integrations (Stripe, PayPal, Wise, manual banking)
Pricing
- Solopreneur: $49 /month
- Teams: $99 /month
- Pro: $149 /month
#3. 17hats
17hats is a business management tool with a robust CRM tool for project-based solopreneurs or small business owners. It helps you with client management, sales pipelining, scheduling, and bookkeeping, as well as organizing and systematizing your work professionally.
17hats has features from lead inquiry forms and client questionnaires to proposals, contracts, and invoicing. It offers time-tracking, to-do lists, and workflows. It also offers a wide range of integrations like Google Calendar, Apple Calendar, QuickBooks, and more, which can help centralize your work in one place.
Key Features
- Client management system
- Automation workflow
- Custom mapping for questionnaires
- A wide range of integrations
- User-friendly interface
- Customizable templates
- Client portal
- Project Management software
Pricing
- Essential package: $15 /month
- Standard package: $30 /month
- Premier package: $60 /month
#4. Bitrix24
Bitrix24 is another collaboration and CRM platform that's one of the most popular Dubsado alternatives. It offers a dedicated solution for solo and small businesses to effortlessly organize and streamline their business process for free, which makes it one of the best free alternatives to Dubsado.
Furthermore, it is a project management solution with features that offer real-time communication, client interaction management, a client portal and document and task management. You can handle the invoicing straight from the CRM and benefit from other features like time management capabilities, to-do lists, and task dependencies.
Key Features
- Collaboration and communication
- Task management and project management
- Lead and marketing generation
- Workflow automation
- Kanban board interface
- Online invoicing and payments
Pricing
- Free (almost all features included)
- Basic: $49 /month
- Standard: $99 /month
- Professional: $199 /month
#5. HoneyBook
HoneyBook is essentially a client management software for small businesses and freelancers. It provides tools for invoicing, contracts, and scheduling, making it one of the best Dubsado alternatives.
HoneyBook's features are similar to those of Dubsado. These include preparing and sending proposals and contracts, scheduling, project management structure, and integrating elements of finance, marketing automation, and communication.
HoneyBook allows you to overview your projects, document management, and client communication tools all in one place. In addition, you can easily set up workflow automation and save time on repetitive tasks while ensuring great customer communication. It also allows seamless integration with tools you already use, like Quickbooks and more. It also offers a Free trial.
Key Features
- Good CRM platform
- Workflow automation
- Seamless integration
- Online payments, invoices, and tax assistant
- Easy contract and proposals
- Good schedule management
- Client portal
Pricing
- Starter: $19 /month
- Essentials: $39 /month
- Premium: $79 /month
#6. Plutio
Plutio is a complete toolkit dedicated specifically to the freelance industry and helps solo professionals handle the chaos of work. It helps create and send proposals and contracts to clients, invoicing and payments, automated workflows, and centralized communications with your clients.
Furthermore, Plutio supports effortless customization for professional branding and workspace to shape the platform to fit your business needs. It's an all-around solution with many CRM features like time tracking, task management, project overview, and email sync.
Key Features
- Client CRM management
- Workspace customization
- Time tracking
- Task and project management
- Ready-to-use templates
- Online invoicing and payments
- Hassle-free scheduling
Pricing
- Solo: $19 /month
- Studio: $39 /month
- Agency: $99 /month
#7. Freshsales
Freshsales is the sales CRM of Freshworks, specifically designed to help customer relationship building and organization. The software offers a more in-depth feature set that includes lead and deal management, event tracking, and email integration, even in their free version, making it among the best free alternatives to Dubsado.
Freshsales also provides in-depth sales analytics reports, workflow automation, and sales intelligence features. Moreover, the software is available in over 30 languages and supports multiple currencies.
Key Features
- Smart and easy CRM management
- Proactive AI assistant
- Kanban-style workspace
- Automated workflow
- Advanced in-depth analytics
- Various integrations for better functionality
- Supports multiple languages and currencies
Pricing
- Free (up to 3 users)
- Growth: $15 /month
- Pro: $39 /month
- Enterprise: $69 /month
#8. Salesmate
Salesmate is as centralized as a sales CRM platform, and one of its popular applications is for freelancers and small businesses. It focuses on marketing, which helps accelerate sales and improve your productivity.
It has rich features, such as a sales pipeline and built-in practical communication tools, such as email tracking and text messaging. It also helps automate your workflows and offers several integrations, making it one of the other best dubsado alternatives.
Key Features
- Client CRM management
- Sales pipelines
- Marketing management
- Lead nurturing
- Schedule management
- Customizations and integrations
Pricing
- Basic: $29 per user/ month
- Pro: $49 per user/ month
- Business: $79 per user/ month
- Enterprise: (custom price based on the needs)
#9. Releventful
Releventful is a CRM software designed for professionals in event management. Its features simplify customer connection, automate your workflows, and allow a better overview of processes.
The software allows you to manage sales and costs, scheduling, contracts, billing, and invoicing – all in one place. Releventful also provides you with inventory management and business reports.
Key Features
- Seamless event management
- Client CRM management
- Schedule management
- Billing and invoicing
- Costs and sales management
- Inventory management
- Allows integrations
Pricing
- Entrepreneur: $90 /month
- Professional: $120 /month
- Business: $260 /month
#10. Bloom
Bloom is a CRM and business management software designed specifically for creative individuals. Its goal is to provide better assistance for creative professionals to handle administrative tasks without sacrificing time from their real jobs.
Bloom offers tailored tools that help with lead capturing, client relations, proposals, and contracts. It also allows you to set up and automate your workflows, invoicing, and payments, as well as track your leads and contracts, which helps run your business efficiently.
Key Features
- Client CRM management
- Workflow automation
- Time tracking
- Project management
- Scheduling and website portfolio
- Invoicing and contract
Pricing
- Starter: $17 /month
- Standard: $37 /month
- Full-service: (custom price based on the needs)
#11. Studio Ninja
Studio Ninja is another platform with specifically designed software for photographers, which can also come in handy for other creative professionals. The features of the software are tailored to meet the needs of creative individuals.
The software offers tools like lead management, jobs tracking, quotes and contracts, payment, and analytics. It allows you to automate your workflows and many of the administrative tasks. Studio Ninja also allows several integrations with popular work tools, which helps run your business efficiently.
Key Features
- CRM management
- Workflow automation
- Online booking and scheduling
- Invoicing and contract
Pricing
- Pro: $24.90 /month
- Master: $36.50 /month
What Should You Look for In a Dubsado Alternative?
Here are some features you should look for when searching for Dubsado alternatives.
- A client portal for tracking client-specific tasks and projects; this includes client contact details and conversation history.
- A feature to handle contracts and projects that allows you to create tasks, set deadlines, and track task progress to ensure timely project completion.
- Workflow automation to automate repetitive tasks, freeing up your time to focus on more important tasks.
- Adequate customization options that are flexible enough to adapt to your team's workflows.
- It must be user-friendly so it's not hard to navigate around, else it can hinder your productivity.
- Integration capabilities with other tools you're already using improve your and your team's productivity.
- And lastly, it should be affordable while providing all the functionalities you need to run your business.
Why Bonsai is the best Dubsado Alternative?
Considering the above points, Bonsai can be your best Dubsado alternative.
It can help create and track contracts and proposals, as well as all the documents associated with your contract. The software also offers an e-signature tool that allows clients to sign contracts electronically, as well as an easy customization to make your business look more personalized and professional. You can also enjoy a seamless integration with Bonsai.
In addition to that, you can track your projects, time, and expenses, which makes it easier to run the business without worrying about minor details. Bonsai also enables simplified invoicing and payment processing, which allows you to accept payments from clients directly within the platform. Another cool feature of Bonsai is workflow automation, which enables you to automate repetitive tasks and streamline your workflow.
If you think that's a good deal, then buckle up. Bonsai offers all the above features at the most reasonable price of $25 to $79 per month. Sign up for a free trial today!
Ready to try out a new solution?
Do you want to get started with Bonsai, the best Dubsado alternative? You can sign up for a free trial - no strings attached - and explore the powers of Bonsai to transform how you run your business.
