HoneyBook vs. Dubsado: Which CRM is Best for Event Professionals?
Managing the behind-the-scenes operations of an event planning business can be overwhelming, especially when ti comes to handling contracts, client communication, and payments. Two popular CRM platforms designed to streamline business management for event professionals are HoneyBook and Dubsado. In this post, we’ll compare and contrast these platforms based on key features and how they suit the needs of event professionals, helping you determine which might be the best fit for your business.
Choosing Between HoneyBook and Dubsado: A Complete Guide for Event Pros
User Interface and Ease of Use
HoneyBook: Known for its user-friendly interface, HoneyBook offers a clean, intuitive design that is easy to navigate, even for those who aren’t tech-savvy. The platform’s simple setup process allows event professionals to quickly get started with minimal training.
Dubsado: While Dubsado offers more customization options, it comes with a slightly steeper learning curve. Its interface may take some time to get used to, especially if you're new to client management software. However, its extensive features make it worth the effort for those who require more flexibility in managing complex workflows.
Customization and Flexibility: A Platform Comparison
HoneyBook: HoneyBook shines in its simplicity, but customization is more limited compared to Dubsado. Event professionals who prefer an easy-to-set-up system with predefined workflows will appreciate the straightforward approach HoneyBook offers.
Dubsado: Dubsado excels in its ability to be tailored to unique business needs. With its vast array of customizable workflows, forms, and client management options, Dubsado is ideal for event professionals managing more complex projects, allowing them to create highly personalized experiences.
Project and Client Management: Tools for Event Success
HoneyBook: HoneyBook provides event professionals with all the essential tools needed to manage client relationships and projects. It includes contracts, forms, and client communication features in one place, making it easy to stay organized. While it’s perfect for smaller to mid-sized events, customization options for more intricate projects are more limited.
Dubsado: Dubsado takes client and project management to the next level with its highly customizable forms, contracts, and task lists. It allows event professionals to create detailed workflows and manage multiple aspects of a project from start to finish, making it a robust option for large-scale events or businesses that require a higher level of organization.
Payment Processing: Streamlining Invoicing and Transactions
HoneyBook: HoneyBook offers seamless invoicing and payment processing, making it easy to get paid quickly. Event professionals can send invoices, receive payments, and track financials all from one place. HoneyBook also integrates with popular payment platforms like Stripe and PayPal.
Dubsado: Dubsado also offers comprehensive payment processing, with added flexibility in how you set up invoicing and payment schedules. For event professionals who require more customization in their invoicing process (like adding deposits or milestone payments), Dubsado provides more control over the payment timeline.
Workflow Automation: Efficiency and Advanced Features
HoneyBook: HoneyBook’s automation capabilities allow event professionals to automate certain repetitive tasks like sending follow-up emails, but its automation is relatively simple compared to Dubsado. It’s great for those who need basic automation but don’t require extensive customization..
Dubsado: Dubsado’s automation features are fare more advanced, offering complex workflows that can be customized to your exact needs. Event professionals can automate everything from client onboarding to project follow-ups, reducing manual work and improving efficiency, especially for those handling multiple events.
Mobile App Functionality: On-the-Go Access
HoneyBook: HoneyBook has long offered a mobile app that event professionals can rely on to manage their businesses on the go. The app includes features for managing client communication, sending invoices, and checking project statuses, giving users the flexibility to work remotely without missing a beat.
Dubsado: Dubsaod has recently launched its app, allowing event professionals to access key features from their mobile devices. While it’s still developing and doesn’t yet offer all the functionality of the desktop version, the app is a promising start for event professionals who need mobile access to their workflows.
Pricing Structures: What You Need to Know
HoneyBook: HoneyBook offers a 7-day free trial, with pricing that starts at $39 per month or $390 per year for unlimited projects. It’s a straightforward pricing model with a focus on providing everything you need in one tier.
Dubsado: Dubsado offers a free trial with no time limit for up to 3 clients, making it easier for event professionals to test out the platform before committing. Paid plans start at $20 per month or $200 per year for more clients and access to advanced features.
A Balanced View
Which Tool is Right for You? Finding the Best Fit
The right choice depends on the needs of your event business. If you’re looking for an easy-to-use platform that lets you handle all your essential business operations in one place, HoneyBook is likely the best option for you. However, if your business requires more detailed workflows, advanced automation, and customizable features, Dubsaod offers the flexibility needed to manage more complex projects.
Making the Choice and Next Steps
Both Honeybook and Dubsado are powerful tools for event professionals, offering unique advantages depending on your business’s needs. Whether you prefer HoneyBooke’s simplicity or Dubsado’s flexibility, either platform can streamline your workflow and help you focus on delivering memorable events.
Want help setting up the best platform for your event business? Book a Tech VIP Day Experience with me and let’s optimize your CRM for maximum efficiency and success — no more tech headaches, just smooth operations!