If your project management is still drowning in inefficiency and a time-consuming process, you might need cloud-based project management tools to keep track of your ongoing projects. You might want to decide if your business needs client management software or a comprehensive project management tool. ClickUp and Dubsado are in-demand project management software that allows businesses to perform project tasks such as budget management, documentation, reports, accounting, time tracking, and file storage. In this article, we have compiled a list comparing the features of the two programs to help you choose. Let’s get to the bottom of it.
Here is an overview of the main differences between these two platforms:
| CLICKUP | DUBSADO | |
| CUSTOMER RATING (*source: G2) | 4.7 out of 5 | 4.4 out of 5 |
| FREE TRIAL | YES | YES |
| PRICE PLAN | Starting from $5/month per member | Starting from $20/month (15% discount available when billed annually) |
| LIVE SUPPORT AVAILABILITY | YES | YES |
| LANGUAGES SUPPORTED | English and French (more languages coming soon) | English, Hebrew, Hindi, Spanish, Russian, Arabic, French, and many more |
ClickUp.com vs. Dubsado: Features & Capabilities
ClickUp is a cloud-based platform for task and project management. Each account is unique and has its email address and password for login and access. Don’t be put off by the cloud-based access, though; it’s designed to help you stay on track with your internal and external projects and collaborate with your team and assign responsible parties to ensure that your projects are completed and productive. In addition, it also has a user-friendly interface that allows users to track all the information on the dashboard easily.
Here are some of the key features of ClickUp:
- Task organization and team management
- Streamlining of projects
- Real-time collaboration with the team
- Management of schedules, calendars, and time tracking
- Creation of reports
- Easy integration with other project management software tools
- A free version that is almost fully featured
- Integrates with other third-party applications
Dubsado’s software is designed to provide companies with an excellent customer management system that saves them time and money while impressing their customers. Dubsado’s features allow you to efficiently manage your clients and projects through custom portals where you can share documents, invoices, and emails. With this software, you can also automate payment processes. In addition, it has a more advanced accounting system compared to other project management tools.
Some of the main features of Dubsado are:
- Manage the onboarding stages of clients.
- Create customized forms and questionnaires
- Automation of the entire business process
- Hundreds of templates for quotes and contracts to choose from
- Track schedule and time
- Supports multiple languages
- Allows sending invoices and contacts
ClickUp vs. Dubsado: Pricing
The free version of ClickUp is ideal for personal use and offers 100 MB of free storage. The Unlimited Plan costs $5 per month and is ideal for small teams, but if you have a medium-sized team, you should go for the Business Plan instead, which costs $12 per member a month. As for organizations with multiple teams, going for the Business Plan Plus is a must, costing $19 per member.
Both ClickUp and Dubsado offer a free version and customized plans to suit your organization’s needs. Dubsado’s Starter Plan starts at $20 per month, and the Premier Plan costs $40 per month. In addition, you get a 15% discount on annual plans.
Reasons to choose ClickUp over Dubsado.
Although Dubsado is a great tool for managing clients and projects, it can be difficult for new users to find their way around the platform. The user interface is not as user-friendly as ClickUp. ClickUp is ideal for individuals and teams of 10 or more. Many available project solutions offer great experiences for teams, but ClickUp is also designed for individual users. Another aspect is the price-performance ratio. With ClickUp’s advanced features and marketing tools, you can save a lot of money by replacing most of your management software with a single platform.
Reasons to choose Dubsado over ClickUp.
Although ClickUp is a great tool for project management, there are things you might prefer to do with Dubsado instead. Firstly, ClickUp is not a CRM or booking tool. While the flexibility and many features of the platform allow for this, it was not created for this purpose. With Dubsado’s features, you can send invoices, quotes, and emails. With ClickUp, you can do some of these things, but you may need a Chrome extension and still have to open the email in your email provider’s platform to reply unless you use a third-party tool for integration or automation.
The Similarities between ClickUp and Dubsado
ClickUp and Dubsado are great tools for managing small businesses or organizations working in teams, depending on your project needs. There are free packages for both tools to get you started. However, if your business needs more features to streamline your workflow, both packages offer a higher subscription model.
ClickUp and Dubsado Alternatives
Hello Bonsai – a CRM solution that promises to make your life easier by providing an all-in-one solution for freelancers to manage multiple projects. Everything is automated, and user interaction is streamlined.
Bloom – one of the easiest platforms for your bookings, with a user-friendly interface and a built-in website chat messenger that facilitates communication between companies and their clients.
Wrike – a revolutionary management software used by millions of business owners and freelancers. Wrike’s advanced yet simple features make it easy for teams to plan and manage projects, making it one of the market’s most popular project management software.
ClickUp vs. Dubsado: Final Verdict
The truth is that many people use both of these tools. One cannot replace the other because different categories of the two tools complement each other. People make the most of their collaboration and use these two platforms together with a tool called Zapier. A business needs many different systems to run it, and for a minimum of services, you need a customer management system and a project management system. You need a client management system like Dubsado that keeps track of your leads and helps you with invoicing, sending contracts, onboarding and offboarding forms, etc. A project management system like ClickUp helps you manage your tasks.
FAQ
How long is the free trial period for Dubsado?
Dubsado’s free trial period has no time limit! Instead, it is based on the number of customers. Once you have three (3) customers, you can decide to sign up.
Does Dubsado have a CRM?
Dubsado is a CRM (Client Relationship Management) tool that allows you to send your quotes, contracts, and invoices in a single document.
How many folders can you have in ClickUp?
For Unlimited Plan and above, a member could have 400 Lists per Folder and 400 Folders per Space storage.
Is ClickUp good for one person?
Yes. ClickUp’s system gives individual users a simple way to organize their business processes and to-do lists within tasks.
Can you merge lists in ClickUp?
You could combine and merge similar tasks with ClickUp. For example, you could merge tasks to combine and consolidate similar items and combine task descriptions, assignments, attachments, and subtasks.
What is the difference between asana and Dubsado?
Dubsado is a more professional choice for companies requiring customization options and a fully-featured platform. Asana includes all the necessary components for managing projects. That way, the team will be able to manage tasks and assign them to people and stay on top of the deadlines.