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Which CRM is best for Designers?

A full CRM Comparison Chart

CRM Comparison Chart for Designers: Comparing 5 popular CRMs for Designers - Dubsado, Honeybook, 17Hats, Bonsai, and Rock Paper Coin! Check out features of each client management system and discover which is best for your design business!

Pricing + Availability
Feature Dubsado Honeybook 17Hats Bonsai Rock Paper Coin
Starting Price $20/mo or $200/yr $36/mo or $348/yr N/A $9/mo or $180/yr $0
Pro Price $40/mo or $400/yr $59/mo or $588/yr $60/mo or $600/year $39/mo or $348/yr $41/mo or $396/yr
Card Processing Fees Dubsado Payments:
2.9% + $0.30*
Square + PayPal Also Available
*Varies by Country		 Entered Card: 2.9% + $0.25
Card on File:
3.4% + $0.09		 Processor Fees Only
(Stripe: 2.9% + $0.30)		 Bonsai Payments:
Most Cards: 2.9% + $0.30
AmEx: 3.25% + $0.30
+1% Processing fee if outside processor is used		 2.5%
Design by Laney Discount 30% off first mo or yr with link or code DESIGNBYLANEY 30% off first mo or yr with link or code LANEY 50% off first year with link Use our link for latest promotion, if available Free Year with link or code LANEY
Free Trial 3 projects, no time length 7 days 7 days 7 days 30 days
Availability Globally US + Canada Globally Globally Globally
Admin
Feature Dubsado Honeybook 17Hats Bonsai Rock Paper Coin
Payments Accepted Dubsado Payments (via Stripe)
ACH (US + Canada)
Square
PayPal		 Honeybook Payments (via Stripe)
Apple Pay
Google Pay
ACH		 Stripe
ACH (US Only)		 Bonsai Payments
Stripe
PayPal		 Credit Cards, processed internally (via Stripe)
ACH + Debit
Manual Payment Entry
Google + Apple Pay on Some Plans
Team Members 3 Additional Included 1 Starter
2 Essentials
Unlimited Pro		 3 Total Plan cost is per user per month 1 Total
Multiple Brands $10/mo per additional brand Premium plan only, Unlimited Companies 2 Allowed 1 per plan x
White Labeled Branding All plans Some plans All Plans Some Plans x
Onboarding Assistance Experts available for Hire Experts available for Hire x Premium + Elite Plans All plans
Mobile App All plans, some features All plans, most features All plans, some features Essentials plan + higher, most features x
Customization High High Medium Minimal Minimal
Watch Our YouTube Tutorials Free Dubsado Setup Course Free Honeybook Setup Course 17Hats Tutorials Bonsai Tutorials Rock Paper Coin Tutorials
Main Features
Feature Dubsado Honeybook 17Hats Bonsai Rock Paper Coin
Tasks, Time Tracking + Calendar All plans All plans All plans All Plans x
Scheduler Some Plans Some Plans All plans Some Plans x
Email Communication All plans All plans All plans Some plans Only in sending forms
Template Emails All plans All plans All plans Some plans x
Contracts All plans All plans All plans Some plans Some plans
Invoicing All plans All plans All plans Some plans All plans
Packages All plans All plans All plans Some plans x
Proposals All plans All plans All plans Some plans Some plans
Saved Credit Card Data All plans All plans All plans Some Plans All plans
Gratuity Option All plans All plans All plans Some Plans All plans
Lead Forms 1 on Starter
Unlimited on Premier		 Up to 2 on Starter
Up to 10 on Essentials		 All plans Some Plans Some plans
Custom Forms All plans All plans All plans Some plans x
Custom Form Fields All plans All plans All plans Some Plans x
Image Uploads All plans All plans All plans x Some plans
Design Proofing All plans, via Subcontract Form Type (see video) All plans, via Custom File Templates (see video) x x x
Custom Coding Some CSS and HTML allowed x Some HTML Allowed x x
Client Portal All plans All plans All plans Some plans Shareable Folders - Some Plans
Automations Some plans, Best in Class Some plans, Robust All plans, Basic Some plans, Basic x
Income Tracking All plans All plans All plans Some plans x
Expense Tracking Manual, All plans All plans Add Bookkeeping for $5/mo Some plans x
Accounting Reports All plans Levels vary by plan All plans Some plans x
Integrations
Feature Dubsado Honeybook 17Hats Bonsai Rock Paper Coin
Integrations Zoom
Microsoft Teams
Google Meet
Quickbooks
Xero
Zapier
Square
PayPal		 Calendly
Meta Leads Ads
Quickbooks
Pic-Time
Zapier
Prismm
Canva
Flodesk
Gmail Inbox
Acuity
Zoom		 Apple Calendar
Fundy
Disruptor Marketing
Google Calendars
N-Vu
ProSelect
Quickbooks
Shootproof
Stripe
Zapier
Wedding Wire
The Knot
Zoom		 Quickbooks Online
Xero
Zapier
Calendly
HiBob
Slack
Hubspot
Google Sheets		 Google Drive
Timeline Genius
Stripe
Pricing + Availability
Feature Dubsado Honeybook 17Hats Bonsai Rock Paper Coin
Starting Price $20/mo or $200/yr $36/mo or $348/yr N/A $9/mo or $180/yr $0
Pro Price $40/mo or $400/yr $59/mo or $588/yr $60/mo or $600/year $39/mo or $348/yr $41/mo or $396/yr
Card Processing Fees Dubsado Payments:
2.9% + $0.30*
Square + PayPal Also Available
*Varies by Country		 Entered Card: 2.9% + $0.25
Card on File:
3.4% + $0.09		 Processor Fees Only
(Stripe: 2.9% + $0.30)		 Bonsai Payments:
Most Cards: 2.9% + $0.30
AmEx: 3.25% + $0.30
+1% Processing fee if outside processor is used		 2.5%
Design by Laney Discount 30% off first mo or yr with link or code DESIGNBYLANEY 30% off first mo or yr with link or code LANEY 50% off first year with link Use our link for latest promotion, if available Free Year with link or code LANEY
Free Trial 3 projects, no time length 7 days 7 days 7 days 30 days
Availability Globally US + Canada Globally Globally Globally
Admin
Feature Dubsado Honeybook 17Hats Bonsai Rock Paper Coin
Payments Accepted Dubsado Payments (via Stripe)
ACH (US + Canada)
Square
PayPal		 Honeybook Payments (via Stripe)
Apple Pay
Google Pay
ACH		 Stripe
ACH (US Only)		 Bonsai Payments
Stripe
PayPal		 Credit Cards, processed internally (via Stripe)
ACH + Debit
Manual Payment Entry
Google + Apple Pay on Some Plans
Team Members 3 Additional Included 1 Starter
2 Essentials
Unlimited Pro		 3 Total Plan cost is per user per month 1 Total
Multiple Brands $10/mo per additional brand Premium plan only, Unlimited Companies 2 Allowed 1 per plan x
White Labeled Branding All plans Some plans All Plans Some Plans x
Onboarding Assistance Experts available for Hire Experts available for Hire x Premium + Elite Plans All plans
Mobile App All plans, some features All plans, most features All plans, some features Essentials plan + higher, most features x
Customization High High Medium Minimal Minimal
Watch Our YouTube Tutorials Free Dubsado Setup Course Free Honeybook Setup Course 17Hats Tutorials Bonsai Tutorials Rock Paper Coin Tutorials
Main Features
Feature Dubsado Honeybook 17Hats Bonsai Rock Paper Coin
Tasks, Time Tracking + Calendar All plans All plans All plans All Plans x
Scheduler Some Plans Some Plans All plans Some Plans x
Email Communication All plans All plans All plans Some plans Only in sending forms
Template Emails All plans All plans All plans Some plans x
Contracts All plans All plans All plans Some plans Some plans
Invoicing All plans All plans All plans Some plans All plans
Packages All plans All plans All plans Some plans x
Proposals All plans All plans All plans Some plans Some plans
Saved Credit Card Data All plans All plans All plans Some Plans All plans
Gratuity Option All plans All plans All plans Some Plans All plans
Lead Forms 1 on Starter
Unlimited on Premier		 Up to 2 on Starter
Up to 10 on Essentials		 All plans Some Plans Some plans
Custom Forms All plans All plans All plans Some plans x
Custom Form Fields All plans All plans All plans Some Plans x
Image Uploads All plans All plans All plans x Some plans
Design Proofing All plans, via Subcontract Form Type (see video) All plans, via Custom File Templates (see video) x x x
Custom Coding Some CSS and HTML allowed x Some HTML Allowed x x
Client Portal All plans All plans All plans Some plans Shareable Folders - Some Plans
Automations Some plans, Best in Class Some plans, Robust All plans, Basic Some plans, Basic x
Income Tracking All plans All plans All plans Some plans x
Expense Tracking Manual, All plans All plans Add Bookkeeping for $5/mo Some plans x
Accounting Reports All plans Levels vary by plan All plans Some plans x
Integrations
Feature Dubsado Honeybook 17Hats Bonsai Rock Paper Coin
Integrations Zoom
Microsoft Teams
Google Meet
Quickbooks
Xero
Zapier
Square
PayPal		 Calendly
Meta Leads Ads
Quickbooks
Pic-Time
Zapier
Prismm
Canva
Flodesk
Gmail Inbox
Acuity
Zoom		 Apple Calendar
Fundy
Disruptor Marketing
Google Calendars
N-Vu
ProSelect
Quickbooks
Shootproof
Stripe
Zapier
Wedding Wire
The Knot
Zoom		 Quickbooks Online
Xero
Zapier
Calendly
HiBob
Slack
Hubspot
Google Sheets		 Google Drive
Timeline Genius
Stripe

Our top CRMs for Designers

Dubsado

HoneyBook

  • Keep track of your client + project info
  • Create invoices + collect payments
  • Best-in-class workflow automations
  • Everything you need in one place
  • Customizable forms + templates
  • Robust financial reporting

Rock, Paper, Coin

  • Simple, simple, simple
  • Get set up in 1 day
  • FREE YEAR with our link

Our Top 3 picks for graphic designers, stationery designers, invitation designers, web designers, and more!

More Freebies

just for you!

Specifically:
       Adobe Illustrator
       Adobe InDesign
       Adobe Photoshop

Stationery
Design
Software

Wanna learn?

We use the Adobe Creative Cloud Suite almost exclusively to design wedding invites

Wanna
   learn?

Learn Illustrator from a wedding invitation designer - file setup, vector elements, text and colors, and so much more!

You're good at what you do - I'm good at all the running the business parts. Together we make an awesome team.

With 15 years of business experience under my belt, and over a decade in invitations, I have taught tens of thousands of creatives how to turn their passion into a profitable, sustainable career.

My goal is to overturn the "starving artist" trope and show everyone who's ever asked about your "little craft business" just how successful a creative business can be!

Hey, Hi, Hello!

I'm Laney

xoxo

Watch this!

Over 500 free tutorials on YouTube! Try these favorites:

Behind the scenes with your favorite Stationery Auntie Laney (and all the inside scoops!)

Not sure where you should start?

I gotchu

Stationery SchoolFree Crash CourseFull Design Course

Just feeling it out?
Check out our 7 Day Invitation Design Crash Course!


Ready to Start?
Our signature beginner's course From Start to Suite is perfect for you! It's literally *everything* you'll need to get started as a stationer!

Ready to Scale?
Join Stationery School for continuing education with 100+ lessons and new ones released monthly!

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