Ad Managers & Soon To Be Ad managers, Get your hands on The Only Advent Calendar Created Especially For You!

Register Here

Serve Scale Soar® Podcast

168: Honeybook vs. Dubsado: What You Need to Know Before You Choose Your CRM

Brandi Mowles podcast episode feature about choosing a CRM

Should you be using Honeybook in your business or Dubsado? 

People are constantly asking me which one is best, and honestly, either one of them is a great choice—I have used them both and think they’re both amazing products. 

But there are a few factors you may want to consider before you decide.

Consider this episode of Serve Scale Soar® the battle of the CRMs! I’m diving into both systems,  breaking them down, talking about their pricing and features, and I am also sharing what my Serve Scale Soar® members think. 

If you aren’t familliar, CRMs are a place for you to house your client information. They can be used for contracts, invoices, proposals, and your email communications, so essentially, they help you manage your clients in a simple, streamlined, and automated way.

Value Bombs:

  • What a CRM is
  • Smart Files in Honeybook
  • The Honeybook app
  • The simplicity I love in Honeybook
  • What I love about Dubsado
  • Integrations within Dubsado
  • Client portals
  • Pricing between the two
  • Customer service on each platform

When it comes down to it, I don’t think you can go wrong with either one of these. It really comes down to how tech-savvy you are and if you’re in the U.S. or Canada. My best advice is just to pick one and run with it because when you get it set up, your whole business will change. Automation is key and these CRMs will help you get everything automated. 

If you’re interested in learning more about either of these programs, you can check out our Honeybook resource here, and our Dubsado resource here. And you can sign up for either software and snag special discount at brandimowles.com/dubsado or brandimowles.com/honeybook

I can’t wait to see which one you choose! Make sure to send me a message on Instagram and let me know.

Resources Mentioned: 

Sign up for Dubsado 

Sign up for Honeybook

Check out Delighted with Dubsado 

Check out Honeybook in a Hurry 

** This post may contain affiliate links which means I may receive a small commission at no additional cost to you if you use one of the links to purchase. This helps keep the podcast going and I only share products I have used, tested and love.”

Additional Resources

Don’t forget to sign up for my free training >> How to Scale to Consistent 10K Months Without Hiring a Team 

Listen on Your Favorite Podcast Platform

Follow the Podcast

Follow Brandi on Instagram 

Follow Brandi on Facebook

Follow & Review on Apple Podcasts

Are you following my podcast? If you’re not, I want to encourage you to do that today so you don’t miss any future episodes! I already have so many amazing guests and topics lined up, I would hate for you to miss a single one! Click here to follow on Apple Podcasts

Could I ask a big favor? If you are loving the podcast, I would LOVE it if you would leave me a review on Apple Podcasts. I read each and every review.  Plus, you get to pay it forward because it will allow other service providers like you to find the podcast! Wondering how to leave a review? Click here to review, then select “Ratings and Reviews” and “Write a Review”.  So easy and so appreciated!

Meet Brandi

Brandi Mowles is the host of the Serve Scale Soar® podcast which is a podcast dedicated to helping service-based entrepreneurs scale their online business to five-figure months so they can soar into six-figure years. Brandi is a wife, mom and in less than one year, created a six-figure business. Now she is spilling all her secrets so you can too.

Watch right now > 

It's better than Netflix over here. Bingable content but that can make you money! Watch my ondemand 60minute training now. 

HOW TO SCALE TO CONSISTENT 10K MONTHS WITHOUT A TEAM