I am a consultant/coach/trainer but it is only me in my company. I am considering Dubsado, but when I Iook at your list of top 10 they are #9, but I am wondering if the others are better for companies that work in teams – what do you think? What I need is lead generation from my website that integrates to mailchimp. I am not so interested in pipelines and finding new contacts I just want to take care of those that actually visit my site and those that I drive in to my site. I need a system where clients can book via the homepage and also pay via the homepage. Not too advanced, hopefully easy to use – Dubsado costs 35/month and that is fine, but no more.
What would you suggest?
Dubsado is a good choice for people in your role, especially as a solopreneur. It does have the benefit of making it easy for service providers to handle the booking process, as well as managing customer projects/engagements.
It’s not the best CRM for small businesses overall since it’s designed more for people in your situation than, say, manufacturers, or B2B suppliers, or product sales. But, as you said, for an individual freelancer or consultant, it’s a solid choice.
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