Which CRM is best for Designers?
A full CRM Comparison Chart
CRM Comparison Chart for Designers: Comparing 6 popular CRMs for Designers - Dubsado, Honeybook, VowProof, 17Hats, Bonsai, and Rock Paper Coin! Check out features of each client management system and discover which is best for your design business!
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| Pricing and Availability | ||||||
| Feature | Dubsado | Honeybook | VowProof | 17Hats | Bonsai | Rock Paper Coin |
| Starting Price | $20/mo or $200/yr | $36/mo or $348/yr | $19/mo or $190/yr | N/A | $9/mo or $180/yr | $0 |
| Pro Price | $40/mo or $400/yr | $59/mo or $588/yr | $39/mo or $390/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) |
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 | 20% off first year with link + 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 | 30 days | 7 days | 7 days | 30 days |
| Availability | Globally | US + Canada | Globally | Globally | Globally | Globally |
| Admin | ||||||
| Feature | Dubsado | Honeybook | VowProof | 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 | 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 |
2 Starter 4 Professional |
3 Total | Plan cost is per user per month | 1 Total |
| Multiple Brands | $10/mo per additional brand | Premium plan only, Unlimited Companies | x | 2 Allowed | 1 per plan | x |
| White Labeled Branding | All plans | Some plans | Professional Plan | All Plans | Some Plans | x |
| Onboarding Assistance | Experts available for Hire | Experts available for Hire | Experts available for Hire | x | Premium + Elite Plans | All plans |
| Mobile App | All plans, some features | All plans, most features | x | All plans, some features | Essentials plan + higher, most features | x |
| Customization | High | High | High | Medium | Minimal | Minimal |
| Watch Our YouTube Tutorials | Free Dubsado Setup Course | Free Honeybook Setup Course | VowProof Tutorials | 17Hats Tutorials | Bonsai Tutorials | Rock Paper Coin Tutorials |
| Main Features | ||||||
| Feature | Dubsado | Honeybook | VowProof | 17Hats | Bonsai | Rock Paper Coin |
| Tasks, Time Tracking + Calendar | All plans | All plans | All plans | All plans | All Plans | x |
| Scheduler | Some Plans | Some Plans | All plans | All plans | Some Plans | x |
| Email Communication | All plans | All plans | All plans | All plans | Some plans | Only in sending forms |
| Template Emails | All plans | All plans | All plans | All plans | Some plans | x |
| Contracts | All plans | All plans | All plans | All plans | Some plans | Some plans |
| Invoicing | All plans | All plans | All plans | All plans | Some plans | All plans |
| Packages | All plans | All plans | All plans | All plans | Some plans | x |
| Proposals | All plans | All plans | All plans | All plans | Some plans | Some plans |
| Saved Credit Card Data | All plans | All plans | All plans | All plans | Some Plans | All plans |
| Gratuity Option | All plans | All plans | x | 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 | All plans | Some Plans | Some plans |
| Custom Forms | All plans | All plans | All plans | All plans | Some plans | x |
| Custom Form Fields | All plans | All plans | All plans | All plans | Some Plans | x |
| Image Uploads | All plans | 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) | All plans, fully built-in system | x | x | x |
| Address List Management and Proofing | x | x | All plans | x | x | x |
| Moodboards | x | All plans, via Custom File Templates (see video) | Some Plans | x | x | Can upload to shared files if created elsewhere |
| Collaboration with Other Vendors | x | Some communication | Some Plans | x | x | All plans |
| Custom Coding | Some CSS and HTML allowed | x | Custom CSS for client facing pages with Professional Plan | Some HTML Allowed | x | x |
| Client Portal | All plans | All plans | All plans | All plans | Some plans | Shareable Folders - Some Plans |
| Automations | Some plans, Best in Class | Some plans, Robust | Some plans, Basic | All plans, Basic | Some plans, Basic | x |
| Income Tracking | All plans | All plans | All plans | All plans | Some plans | x |
| Expense Tracking | Manual, All plans | All plans | Manual Job Cost Tracking | Add Bookkeeping for $5/mo | Some plans | x |
| Accounting Reports | All plans | Levels vary by plan | All plans | All plans | Some plans | x |
| Integrations | ||||||
| Feature | Dubsado | Honeybook | VowProof | 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 |
Microsoft 365 Google Calendar Google Meet Zoom Shopify Squarespace WooCommerce Etsy Zapier |
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 and Availability | ||||||
| Feature | Dubsado | Honeybook | VowProof | 17Hats | Bonsai | Rock Paper Coin |
| Starting Price | $20/mo or $200/yr | $36/mo or $348/yr | $19/mo or $190/yr | N/A | $9/mo or $180/yr | $0 |
| Pro Price | $40/mo or $400/yr | $59/mo or $588/yr | $39/mo or $390/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) |
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 | 20% off first year with link + 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 | 30 days | 7 days | 7 days | 30 days |
| Availability | Globally | US + Canada | Globally | Globally | Globally | Globally |
| Admin | ||||||
| Feature | Dubsado | Honeybook | VowProof | 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 | 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 |
2 Starter 4 Professional |
3 Total | Plan cost is per user per month | 1 Total |
| Multiple Brands | $10/mo per additional brand | Premium plan only, Unlimited Companies | x | 2 Allowed | 1 per plan | x |
| White Labeled Branding | All plans | Some plans | Professional Plan | All Plans | Some Plans | x |
| Onboarding Assistance | Experts available for Hire | Experts available for Hire | Experts available for Hire | x | Premium + Elite Plans | All plans |
| Mobile App | All plans, some features | All plans, most features | x | All plans, some features | Essentials plan + higher, most features | x |
| Customization | High | High | High | Medium | Minimal | Minimal |
| Watch Our YouTube Tutorials | Free Dubsado Setup Course | Free Honeybook Setup Course | VowProof Tutorials | 17Hats Tutorials | Bonsai Tutorials | Rock Paper Coin Tutorials |
| Main Features | ||||||
| Feature | Dubsado | Honeybook | VowProof | 17Hats | Bonsai | Rock Paper Coin |
| Tasks, Time Tracking + Calendar | All plans | All plans | All plans | All plans | All Plans | x |
| Scheduler | Some Plans | Some Plans | All plans | All plans | Some Plans | x |
| Email Communication | All plans | All plans | All plans | All plans | Some plans | Only in sending forms |
| Template Emails | All plans | All plans | All plans | All plans | Some plans | x |
| Contracts | All plans | All plans | All plans | All plans | Some plans | Some plans |
| Invoicing | All plans | All plans | All plans | All plans | Some plans | All plans |
| Packages | All plans | All plans | All plans | All plans | Some plans | x |
| Proposals | All plans | All plans | All plans | All plans | Some plans | Some plans |
| Saved Credit Card Data | All plans | All plans | All plans | All plans | Some Plans | All plans |
| Gratuity Option | All plans | All plans | x | 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 | All plans | Some Plans | Some plans |
| Custom Forms | All plans | All plans | All plans | All plans | Some plans | x |
| Custom Form Fields | All plans | All plans | All plans | All plans | Some Plans | x |
| Image Uploads | All plans | 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) | All plans, fully built-in system | x | x | x |
| Address List Management and Proofing | x | x | All plans | x | x | x |
| Moodboards | x | All plans, via Custom File Templates (see video) | Some Plans | x | x | Can upload to shared files if created elsewhere |
| Collaboration with Other Vendors | x | Some communication | Some Plans | x | x | All plans |
| Custom Coding | Some CSS and HTML allowed | x | Custom CSS for client facing pages with Professional Plan | Some HTML Allowed | x | x |
| Client Portal | All plans | All plans | All plans | All plans | Some plans | Shareable Folders - Some Plans |
| Automations | Some plans, Best in Class | Some plans, Robust | Some plans, Basic | All plans, Basic | Some plans, Basic | x |
| Income Tracking | All plans | All plans | All plans | All plans | Some plans | x |
| Expense Tracking | Manual, All plans | All plans | Manual Job Cost Tracking | Add Bookkeeping for $5/mo | Some plans | x |
| Accounting Reports | All plans | Levels vary by plan | All plans | All plans | Some plans | x |
| Integrations | ||||||
| Feature | Dubsado | Honeybook | VowProof | 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 |
Microsoft 365 Google Calendar Google Meet Zoom Shopify Squarespace WooCommerce Etsy Zapier |
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!
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
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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!
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