TrustRadius

Dubsado vs. Indy

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Dubsado
Score 8.0 out of 10
N/A
Dubsado, from the company of the same name Burbank, is a small business technology management solution, providing contact and contract management, invoicing, and calendaring, in an all-in-one solution.
$35
Per Month [3 Users]
Indy
Score 10.0 out of 10
N/A
Indy supports freelancing by bringing all things project management into one place, to eliminate the need for multiple apps for productivity. With a suite of 9 productivity tools, Indy provides freelancers tools to manage clients and project work from first contact to final payment. The vendor states that Indy is designed from the ground up for freelancers, and helps to automate time-consuming administrative tasks that bog down freelance businesses, leaving more time to focus on the work…
$9
per month per user
Pricing
DubsadoIndy
Editions & Modules
Monthly Plan
$35.00
Per Month [3 Users]
Yearly Plan
$350.00
Per Year [3 Users]
Pro Bundle annual
$9
per month per user
Pro Bundle paid monthly
$12
per month per user
Offerings
Pricing Offerings
DubsadoIndy
Free Trial
YesYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup fee$12 per month per user
Additional DetailsFor Additional Users: 4-10 users $25.00 per month; 11-20 users $45.00 per month; 21-30 users $60.00 per monthThe Pro Bundle offers unlimited access to Indy's tools and resources.
More Pricing Information
Community Pulse
DubsadoIndy
Considered Both Products
Dubsado
Chose Dubsado
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 …
Robyn MacNeill | TrustRadius Reviewer
Robyn MacNeill
CEO, Leadership & Success Coach
Chose Dubsado
I found HB to be too basic for my needs. It's a much easier setup for non techy people, but its not as customizable as Dubsado.
ES
Emma Sparrow
UX Designer
Chose Dubsado
Dubsado is more of an all in one, is affordable for small business and the usability far out weighs any other platform. The automation is reliable and I would never switch to another provider.
Verified User
Anonymous
Chose Dubsado
I have tried a few alternatives
Honey Book - similar system, Dubsado has much better features in terms of customizing the estimates and allows to automate the sending of forms. I left Honey Book for Dubsado.
Clust Doc - not the same, but it does overlap in terms of automation …
Morgan Specht | TrustRadius Reviewer
Morgan Specht
Owner + Designer
Chose Dubsado
17 Hats was too complicated, not very visually appealing, and very expensive compared to Dubsado.
Chose Dubsado
Dubsado overall is so multifunctional that the other platforms didn't stand a chance. I will say I do use ClickUp alongside Dubsado. Dubsado isn't super awesome for task organization and management, but ClickUp blows all the other task management software out of the water. …
Indy

No answer on this topic

Features
DubsadoIndy
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Dubsado
9.0
Ratings
15% above category average
Indy
-
Ratings
Customer data management / contact management8.80 Ratings00 Ratings
Workflow management9.40 Ratings00 Ratings
Opportunity management8.90 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)9.10 Ratings00 Ratings
Contract management9.60 Ratings00 Ratings
Quote & order management8.80 Ratings00 Ratings
Interaction tracking9.10 Ratings00 Ratings
Channel / partner relationship management8.00 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Dubsado
8.2
Ratings
8% above category average
Indy
-
Ratings
Case management7.20 Ratings00 Ratings
Call center management10.00 Ratings00 Ratings
Help desk management7.30 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Dubsado
8.1
Ratings
7% above category average
Indy
-
Ratings
Lead management8.10 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Dubsado
7.6
Ratings
0% below category average
Indy
-
Ratings
Task management6.70 Ratings00 Ratings
Billing and invoicing management8.40 Ratings00 Ratings
Reporting7.70 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Dubsado
8.3
Ratings
9% above category average
Indy
-
Ratings
Forecasting8.90 Ratings00 Ratings
Pipeline visualization8.40 Ratings00 Ratings
Customizable reports7.60 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Dubsado
8.8
Ratings
16% above category average
Indy
-
Ratings
Custom fields8.30 Ratings00 Ratings
Custom objects8.40 Ratings00 Ratings
Scripting environment9.90 Ratings00 Ratings
API for custom integration8.50 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Dubsado
7.9
Ratings
5% below category average
Indy
-
Ratings
Single sign-on capability7.80 Ratings00 Ratings
Role-based user permissions8.00 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Dubsado
6.9
Ratings
6% below category average
Indy
-
Ratings
Social data6.90 Ratings00 Ratings
Social engagement6.90 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Dubsado
4.7
Ratings
44% below category average
Indy
-
Ratings
Marketing automation5.50 Ratings00 Ratings
Compensation management4.00 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Dubsado
6.9
Ratings
6% below category average
Indy
-
Ratings
Mobile access6.90 Ratings00 Ratings
Best Alternatives
DubsadoIndy
Small Businesses
Salesmate
Salesmate
Score 10.0 out of 10
vCita
vCita
Score 8.5 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.7 out of 10
TimeCamp
TimeCamp
Score 8.3 out of 10
Enterprises
Creatio
Creatio
Score 9.7 out of 10
TimeCamp
TimeCamp
Score 8.3 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
DubsadoIndy
Likelihood to Recommend
9.4
(0 ratings)
-
(0 ratings)
Likelihood to Renew
8.0
(0 ratings)
-
(0 ratings)
Usability
8.9
(0 ratings)
-
(0 ratings)
Support Rating
9.2
(0 ratings)
-
(0 ratings)
User Testimonials
DubsadoIndy
Likelihood to Recommend
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.
ES
Emma Sparrow
UX Designer
Read full review
No answers on this topic
Pros
  • 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.
Heather Herring | TrustRadius Reviewer
Read full review
No answers on this topic
Cons
  • the task list feature is very basic
  • the UI is a little clunky
  • more integrations with other software such as Clickup
Verified User
Anonymous
Read full review
No answers on this topic
Likelihood to Renew
There are some similar programs out there that are offering ambassador accounts.
Mary FAIN BRANDT M.A. | TrustRadius Reviewer
Mary FAIN BRANDT M.A.
CFO and Founder
Read full review
No answers on this topic
Usability
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!!!!)
Brooke Schultz | TrustRadius Reviewer
Brooke Schultz
Official Member
Read full review
No answers on this topic
Support Rating
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.
Karen Cisnero - Ops Consultant | TrustRadius Reviewer
Read full review
No answers on this topic
Alternatives Considered
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
Karen Cisnero - Ops Consultant | TrustRadius Reviewer
Read full review
No answers on this topic
Return on Investment
  • 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
Robyn MacNeill | TrustRadius Reviewer
Robyn MacNeill
CEO, Leadership & Success Coach
Read full review
No answers on this topic
ScreenShots

Indy Screenshots

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