HoneyBook vs Dubsado: Comparing CRM Platforms for Efficient Client Management

by Cheefoo • Updated on 21 Jul, 2023

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honeybook vs dubsado

Find out which CRM platform is the best fit for your needs: HoneyBook vs Dubsado.

Simplify your workflow and enhance client experiences. 

Introduction: The Importance of CRM Platforms

CRM platforms play a vital role in managing customer relationships and optimizing business processes. They provide a centralized hub for client communication, project management, invoicing, and more. 

By using a CRM platform, you can streamline your operations, save time, and enhance your professionalism.

Introducing HoneyBook

HoneyBook is a popular CRM platform designed specifically for creative entrepreneurs, including wedding planners, photographers, designers, and freelancers. Its intuitive interface and user-friendly features make it a favorite among professionals in these industries.

With HoneyBook, you can manage leads, contracts, invoices, and even create personalized brochures and proposals.


  • User-friendly interface
  • Streamlined workflows
  • Customizable templates
  • Great for creative entrepreneurs


  • Higher starting price compared to Dubsado

Get started with HoneyBook

Introducing Dubsado

Dubsado, similar to HoneyBook, is a versatile CRM platform catering to small businesses and freelancers. It offers an extensive suite of tools to handle client onboarding, project management, time tracking, and more.

Dubsado's customizable forms and automation capabilities allow you to streamline your workflow and maintain consistency across your client interactions.


  • Extensive customization options
  • Advanced automation capabilities
  • Comprehensive financial tools
  • Affordable starting price


  • Learning curve for complex features
  • Less intuitive interface compared to HoneyBook

Get Started with Dubsado

Feature Comparison

Now, let's dive into the exciting part – comparing the key features of HoneyBook and Dubsado. This will help you make an informed decision about which CRM platform suits your needs best.




User Interface and Ease of Use

Clean and modern interface

Customizable interface

Client Management

Lead capturing, contact management, activity tracking

Lead forms, client portals

Project Management

Workflows, task assignment, progress tracking

Project phases, milestones, timelines

Communication and Collaboration

Direct messaging, email integration, chat

Scheduler, appointment booking system

Automation and Workflow

Automation of repetitive tasks

Advanced automation with conditional logic

Financial Tools

Invoicing, payment processing

Expense tracking, time tracking, profit reports

Integration Options

QuickBooks, Mailchimp, and more

Zapier, Google Calendar, Stripe, and more

Pricing and Plans

Subscription-based starting at $40/month

Subscription-based starting at $35/month

User Interface and Ease of Use

HoneyBook: Boasts a clean and modern interface that is easy to navigate, providing a user-friendly experience. Its intuitive design allows for seamless adoption and efficient workflow management.

honeybook user interface

Dubsado: Offers a customizable interface, allowing users to tailor the platform to match their branding and preferences. With the ability to personalize the look and feel, it ensures a cohesive and branded experience.

dubsado user interface

Client Management

HoneyBook: Enables lead capturing, contact management, and activity tracking, providing a comprehensive client management solution. It simplifies the process of managing leads, nurturing relationships, and keeping track of client interactions.

honeybook client portal

Dubsado: Provides lead forms and client portals, empowering clients to access contracts, pay invoices, and submit forms conveniently. It enhances the client experience by offering a self-service platform for seamless interaction and transactional processes.

dubsado client portal

Project Management

HoneyBook: Streamlines project management with workflows, task assignment, and progress tracking, ensuring efficient project execution. It helps teams stay organized, collaborate effectively, and meet project milestones with ease.

honeybook project

Dubsado: Offers project phases, milestones, and timelines, facilitating organized project management and clear progress monitoring. It allows for easy planning, tracking, and scheduling of project tasks to ensure smooth project execution.

dubsado project

Communication and Collaboration

HoneyBook: Streamlines your workflow by centralizing communication and file management. Easily connect with clients and vendors from the dashboard. Send emails with attachments through the activity feed. Automate timely and targeted communications based on triggers and timing.

honeybook sending email 1

Dubsado: Enhances communication through a built-in scheduler and appointment booking system, making it easier to coordinate meetings and appointments. It offers a centralized platform for scheduling and communication, streamlining client interactions.

dubsado sending email

Automation and Workflow

HoneyBook: Allows automation of repetitive tasks, saving time and increasing productivity for users. It enables users to create custom automations that streamline their workflow and free up time for more value-added activities.

honeybook workflow

Dubsado: Offers advanced automation capabilities with features like conditional logic and email triggers, enabling users to create customized workflows. It provides powerful automation tools to automate complex processes and improve overall efficiency.

dubsado workflow

Financial Tools

HoneyBook: Provides invoicing and payment processing functionalities, simplifying financial management for businesses. It offers seamless invoicing and online payment options to streamline financial transactions and improve cash flow.

honeybook financial tools

Dubsado: Offers comprehensive financial tools, including expense tracking, time tracking, and profit reports, allowing for thorough financial management. It provides valuable insights into financial data to track expenses, billable hours, and profitability.

dubsado financial tools

Integration Options

HoneyBook: Integrates seamlessly with popular software such as QuickBooks Calendly, Zapier and Gmail, enabling efficient data sharing and workflow integration. It allows for a smooth integration of essential tools, optimizing workflow and data management.

Dubsado: Provides a wide range of integrations, including Zapier, Google Calendar, and Stripe, expanding the platform's capabilities and integration possibilities. It offers flexibility and connectivity with other tools, empowering users to leverage their preferred software ecosystem.

Pricing and Plans

HoneyBook offers three paid plans billed monthly or yearly. The monthly plans include Starter at $15.2, Essential at $31.2, and Premium at $63.2. Opting for yearly billing gives you two months free. Additionally, you can enjoy a 7-day free trial with no credit card required.

honeybook pricing

Dubsado offers two paid plans, available for monthly or yearly payment. The monthly plans include: Starter - $20, Premium - $40. Opting for yearly billing saves you over 15%. Additionally, you can add on for extra branding and users. Enjoy a trial with no time limit, allowing you to book up to 3 clients before subscribing. No credit card information is required during the trial period.

dubsado pricing

When to Choose HoneyBook

Choose HoneyBook if you:

  • Are a creative entrepreneur or service-based professional.
  • Prefer a clean and modern interface for easy navigation.
  • Want customizable templates to showcase your brand's unique style.
  • Seek automation capabilities to streamline your workflows.
  • Value user-friendly features that simplify lead management, contracts, and invoices.
  • Are part of industries such as wedding planning, photography, design, or freelancing.

When to Choose Dubsado

Choose Dubsado if you:

  • Prefer a CRM platform with extensive customization options.
  • Want robust lead forms and client portals for convenient interaction and engagement.
  • Require project management features such as project phases, milestones, and timelines.
  • Value communication tools like the built-in scheduler and appointment booking system.
  • Seek advanced automation capabilities with conditional logic and email triggers.
  • Want comprehensive financial tools including expense tracking and profit reports.

Wrapping Up

Efficient client management holds the key to unlocking success. While a basic calendar can be helpful, it falls short of the comprehensive capabilities offered by CRM platforms like HoneyBook and Dubsado.

Yes, there may be a learning curve, but the investment is well worth it. Once implemented, CRM becomes an integral part of your operations, improving productivity and elevating the client experience.


Can I integrate HoneyBook or Dubsado with other software?

Yes, both platforms offer integration options with popular software and tools to enhance your workflow and productivity.

Is there a free trial available for both platforms?

Yes, both HoneyBook and Dubsado provide free trial periods for users to test out their platforms before committing to a subscription.

Which platform offers better customization options?

Dubsado offers more extensive customization options, allowing you to tailor the platform to match your brand's unique style and aesthetics.

Are there any alternatives to HoneyBook and Dubsado?

Yes, there are alternative CRM platforms available besides HoneyBook and Dubsado. Some popular alternatives include Trello, Zoho CRM, Salesforce, HubSpot CRM, and Pipedrive. Evaluate these alternatives based on your specific requirements to find the best fit for your business needs.

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