| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
A long-standing CRM and marketing automation platform trusted by small and midsize businesses for over 35 years. |
| Pricing |
Subscription ($24-$49/user/month) |
Subscription ($30-$50/user/month) |
| Key Features |
- CRM
- Project management
- Time tracking
- Billing
- Retainers
- Ticketing
- Email integration
- Client portal
|
- Contact management
- Opportunity tracking
- Marketing automation
- Custom dashboards
- Mobile access
- Integration
- emarketing
- Calendar management
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- Long track record
- On-premise option
- Good for small businesses
- Established user base
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- Interface feels dated
- Limited modern integrations
- Marketing features are basic
- Mobile app is limited
|
