Dubsado or 17hats?

Quiz Questions

• 1.
  Which interface appeals to you more?

  • A.
    Image Source

    A
  • B.
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    B
• 2.
  Do you want or need a visual component in your proposals/quotes?

  • A.
    Yes, make it pretty!
  • B.
    No, I want minimalist proposals/quotes
• 3.
  Which invoice aesthetic appeals to you more?

  • A.
    Image Source

    A
  • B.
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    B
• 4.
  Do you need to use Authorize.net?

  • A.
    Yes
  • B.
    No
• 5.
  Do you want to disable/enable different payment options? (e.g. credit cards and bank transfers)

  • A.
    Yes, that would be amazing
  • B.
    No, I want to use the same options for all clients
• 6.
  How do you use payment schedules?

  • A.
    I customize for each new client/project
  • B.
    I use my standard payment schedule(s)
  • C.
    I don't use payment schedules
• 7.
  Which client portal aesthetic appeals to you more?

  • A.
    Image Source

    Answer A
  • B.
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    Answer B
• 8.
  Do/Would you change client access in their portal? (e.g. Restrict or allow contracts/invoices/quotes/questionnaires)

  • A.
    Yes, absolutely!
  • B.
    No, why would I?
  • C.
    I wouldn't use a client portal
• 9.
  How many additional team members (including your accountant) do/would you need to add to your CRM?

  • A.
    None
  • B.
    Three or less
  • C.
    More than three
• 10.
  Do you need to assign individual, specific restrictions to team members? 

  • A.
    Yes
  • B.
    No
  • C.
    I don't have team members
• 11.
  Do you use task boards and would you want to share them with clients to track project progress?

  • A.
    Yes, that would be amazing!
  • B.
    Yes, but I don't need to share them with clients
  • C.
    No
• 12.
  How long do you want to test out a new CRM system?

  • A.
    I'm ready to jump in; I don't need much more than two weeks
  • B.
    I want to get to know the system and make sure it's the right fit, no matter how long it takes

Quiz Outcomes

• 1.
  Dubsado

  Image Source

  Based on your answers, you should check out Dubsado! Bonus: click the button below to get the FREE Dubsado Checklist!
• 2.
  17hats

  Image Source

  Based on your answers, you should check out 17hats! BONUS: click the button below to learn five ways to WOW your clients and bring them back.