17hats’ Pricing Reviewed

Every freelancer and solo entrepreneur is looking for the best CRM software for their business growth. The most important question is, “Will my business sustain for the long term?” 

And, undoubtedly sustaining a business is crucial because competition and technology are increasing. So, using CRM tools like 17hats, Kosmo or Dubsado will help you to increase productivity and scalability.

Let’s start with a comparison between 17hats vs Dubsado Vs Kosmo Pricing plans of 2022. 

What is CRM? How is it beneficial?

CRM stands for Customer Relationship Management. CRM has its entire meaning in its complete form only. Companies and freelancers use a business strategy to retain their existing and potential clients. 

This strategy can include any tool, software, or system so that you can easily interact and communicate with your client to make things updated, store data within it, and manage projects.

Why are they important?

Most of you might be thinking, why do we need CRM for our business if it is running perfectly fine without CRM?

You are right; running a business without CRM is possible, but having CRM software leads to growth and more time to focus on business. 

CRM is not just necessary but a must-have software for freelancers and solo entrepreneurs. Small business owners or large organizations and agencies.

How to choose a good CRM tool for your business?

Features of good CRM

Every CRM tool is unique in its own way. All possess different features, pricing, and scope of work, but the common thing is that they ease your busy work life and let you save a lot of your precious time. 

You can utilize this time to upgrade and make strategies and decisions for your business or just to take a relaxing nap (whatever you want).

  • Professional and accessible custom templates

All CRM software allows you to customize the proposals, contracts, and invoices through their available templates. It takes just a second to edit, and you are ready!

Most CRM software also allows you to create your own unique branding in templates with a custom URL, logo, and color according to your choice or matching theme according to your website.

Some tools, like Dubsado, offer the add-on feature in the proposal section wherein clients can self-add the essential service, which you might not have entered.

  • Streamline Client Communication

Every client wants to be up-to-date with their project progress, so either they ask upfront or inform you to update them regularly with the process. 

With a CRM, there are no delays and no excuses because you can send a feedback form or questionnaire sheet to your client to fill out in seconds. Most CRMs are mobile-friendly for those super-occupied clients. 

Your CRM will send payment reminders and notifications so that you are free from all the work doing by yourself. 

  • Tracking and Automation

Business plus CRM tool is what your business wants. Doing every task yourself will lead you to end up doing nothing. 

Automation features are oxygen for your business growth. With this, you can save time because you don’t need to worry about your proposals, payments, email formats, contract signature, meeting schedule, booking of appointments, and much more. 

Meanwhile, tracking also helps you keep an eye on the progress of every project you are working on and share the dashboard with clients so they can stay on the same page.

  • Project and Client management features

These features are crucial to running your business smoothly. These include tracking, scheduling, campaigns, online payments, tax calculator, expense management, and everything you need for your business. 

Now, you know the features of good CRM software.

To save time, I will tell you about your business’s top 3 best CRM software in 2022.

  1. 17hats
  2. Dubsado
  3. Kosmo

What is 17hats?

17hats is an all-in-one business CRM tool. It is designed mainly for service professionals and small business owners.

Its tax reporting feature is ultimate, including a sales tax report, client sale report, product sale report and profit/loss report. 

17hats Pricing Plan 2022:

17hats pricing

Level One – $15/month

  • Free Client Relationship Management
  • 20 Documents per month (including Quote, Invoices, Contracts, and Questionnaires)
  • 1 lead capture form
  • 1 Online Scheduling service
  • 1 Day Customer Support

Level Two – $30/month

  • Free Client Relationship Management
  • 35 Documents per month (including Quote, Invoices, Contracts, and Questionnaires)
  • 3 lead capture form
  • Brand customization feature
  • 4-hour Priority Customer Support

Level Three – $60/month

  • Free Client Relationship Management
  • Unlimited Documents per month (including Quote, Invoices, Contracts and Questionnaires)
  • 20 lead capture form
  • Advance automation features
  • 1 hour VIP Customer Support

What is Dubsado?

Dubsado is a special CRM tool that allows you to convert pen and paper work into automated workflows. It streamlines all the processes from managing project data, scheduling appointments, signing digital contracts, and exchanging information.

Dubsado Pricing Plan 2022:

Dubsado pricing

Starter – $20/month

  • Unlimited Project and Clients
  • Invoicing and Payment Plans
  • Form and email templates

Premier – $40/month

  • Everything in Starter Plan (Plus)
  • Scheduling
  • Automated workflow
  • Public proposals
  • Multiple lead capture at once
  • Zapier Integration
  • Book-keeping Integrations

What is Kosmo?

Kosmo is one of the most user-friendly project management tools. It is designed for freelancers, solo entrepreneurs, and small business owners.

Kosmo offers great professional and easy-to-custom templates for invoices, contracts, and proposals with automation features.

Kosmo Pricing Plan 2022:

Kosmo pricing

Free Plan 

  • 2 Clients
  • 2 Projects
  • 1 Invoice per month
  • 1 contract per month
  • Accept Online Payments
  • Time and Task Tracking

$9/Month Plan 

  • Unlimited Clients
  • Unlimited Projects
  • Unlimited Invoices
  • Unlimited Contracts
  • Unlimited Proposals
  • Accept Online Payments
  • Time and Task Tracking
  • Custom Invoice Design
  • Custom Contracts
  • Saved Email Messages
  • Priority Support

Team Plan 

  • Contact them for pricing
  • Help you set a team
  • Provide APIs access
  • Much More 

Comparative Features of 17hats, Dubsado, and Kosmo

All the 3 platforms are comparable in features, but still, a few things need to be measured when choosing the best among all three.

1. Initial Setup

Comparing all three software based on their initial setup for beginners,17hats and Dubsado come out to be a bit more tricky to set up the interface due to their automated features.

Kosmo’s initial setup is relatively easy and quickly done by anyone without difficulty.

2. Easy to custom templates

Making templates for emails, proposals and contracts is the most challenging job ever. But here, all the 3 platforms have beautiful and professional emails. All the 3 platforms have templates to save your time and work.

All you have to do is to open the app, edit and send. That’s simple.

3. Keeping track of projects and clients

In most cases, CRM is chosen mainly to track the project and prospect leads. It is done to avoid delays in delivering the projects and responding. If you have complete data in one dashboard insight, you are good to go, right?

three platforms capture and manage this feature under one roof.

4. Invoicing and Online Payments

What I love most about this software is that they offer all-in-one invoices and capture online payments. 

Here, Kosmo does not charge additional fees on PayPal and Stripe payments.

What is the price difference between 17hats, Dubsado, and Kosmo?

You all know about the three platforms’ features and price plans.

17hats has a free version in which you can add projects and clients. This is good, but the free version’s main downside is that it does not allow you to create invoices and tasks. That is why free things are not always fancy.

Additionally, many freelancers get interested in 17hats only at their Level two and three plans because the leading CRM features everyone looks for are in that. And affording levels two and three for a small freelancer or service professional is quite challenging. 

Other platforms don’t charge extra for the time- tracker but 17hats is charging $5/month additional for this feature, so I feel it is expensive enough.

Next, Dubsado has no free plan, making it less appealing in front of freelancers. Their starting plan is $20/month. 

In this monthly plan, they offer only limited services. To get all the other features like zapier integrations, scheduling, and multiple leads, you have to look for the following Plan: $40/month.

Kosmo, provides a free plan in which they are providing 2 clients and 2 projects per month. It also provides essential features in the Free Plan.

I also like it because it does not ask for credit card credentials to get started or auto-deduct. They encourage you to upgrade when you grow your business. And that unlimited Plan is for $9/month. (it is the cheapest among all). Kosmo does not charge any additional processing fees on your Paypal and Stripe payments. 

Kosmo is also affordable on a yearly plan compared to 17hats and Dubsado. 

Kosmo helps you to do more work.

  • Now get paid faster.
  • Save Time
  • Secure your business

Get Organized & Win More Clients

Kosmo has everything you need to run your freelancing business.

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Kosmo is a free All-In-One Workspace for Freelancers.