| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
A CRM with powerful email marketing and marketing automation that excels at customer experience automation. |
| Pricing |
Subscription ($24-$49/user/month) |
Subscription ($19-$149/user/month) |
| Key Features |
- CRM
- Project management
- Time tracking
- Billing
- Retainers
- Ticketing
- Email integration
- Client portal
|
- Sales automation
- Email marketing
- Lead scoring
- Win probability
- Pipeline management
- Site tracking
- Attribution reporting
- Split automations
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- Best-in-class marketing automation
- Excellent email deliverability
- Powerful segmentation
- Good value for features
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- CRM is secondary to marketing tools
- Can be complex to set up
- Reporting could be improved
- No free plan
|
