Dubsado vs. Veeva CRM

Dubsado is perfect for service-based businesses and I always recommend to my clients, the only time it doesn't work is if someone doesn't have the budget yet or is a start up.

Incentivized

Veeva CRM is best used in areas of Pharma companies or Animal Health based organizations. It adapts to the Health regulations which makes it easier for inventory and order management.

Incentivized

• Invoicing & expense reporting all in one place! I don't have to spend hours poring over my bank account transactions to find my biz expenses anymore!
• The built-in call scheduler is awesome! I can create various appointment schedulers with multiple availabilities, and collect payments right up front, too!
• Dubsado also has a sweet Client Portal where my clients can login and see all their activity with me at a glance.

Incentivized

• iPad views are easy to navigate
• Sharing of media within platform helps keep record of what materials were used in the interactions
• Data extraction via API is easy

Incentivized

• the task list feature is very basic
• the UI is a little clunky
• more integrations with other software such as Clickup

Incentivized

• The UI is a bit outdated and the system is somewhat lacking flexibility overall
• The reporting functionalities are very limited - it's great to gather data but a 3rd party solution is needed to get some meaning out of it
• Pricing. Veeva are big and therefore not that flexible. This does not make them the most small/midsize customer friendly

Incentivized

There are some similar programs out there that are offering ambassador accounts.

Incentivized

There are no words I can say to accurately capture how much Dubsado has changed my client onboarding experience (And also how much time it has saved me!!!!)

Incentivized

They don’t have live support chat but they have email support. They get back to their customers fairly quickly and continues to provide free resources that will help users understand how it works. The only thing is that they take time when it comes to implementing features that makes so much sense to implement given many users have encountered similar issues while using the tool. But they have a great social community so that helps.

Incentivized

Dubsado is more customizable and with robust features. Also, the user interface is visually pleasing but definitely has steep learning curve. Once you get the hang of it, it’s very easy especially with other developers helping users create beautiful form, proposals with ease without needing to know how to code. HoneyBook is not available for people outside USA & Canada. I haven’t used 17hats for a very long time but the user interface is pretty much the same

Incentivized

As Veeva CRM is built on Salesforce' platform, both solutions have rather similar look, feel and offered set of functionalities. Veeva CRM is geared up specifically for the pharmaceutical industry - to my understanding, there is an agreement between the companies, preventing Salesforce.com from stepping into the pharma market. So if you are familiar with the Salesforce.com experience - from the solution to their implementation, training and support approaches - you can expect similar from Veeva (CRM).

Incentivized

• It takes a lot of time to set up, but once you do (or hire a professional) you will have an amazing and efficient system that allows for an excellent client experience
• Having tried other platforms, I appreciate the customizable features of Dubsado not found elsewhere. Its workflows/automations are superior to some other systems

Incentivized

• The system has allowed our field staff to be more efficient
• Target marketing based on the data analytics