| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
A pipeline-centric micro CRM by Zoho designed for small businesses that need simple deal tracking without complexity. |
| Pricing |
Subscription ($24-$49/user/month) |
Freemium (Free-$12/user/month) |
| Key Features |
- CRM
- Project management
- Time tracking
- Billing
- Retainers
- Ticketing
- Email integration
- Client portal
|
- Pipeline management
- Built-in telephony
- Email integration
- Workflow automation
- Connected pipelines
- Team pipelines
- Mobile app
- Custom dashboards
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- Very affordable
- Simple and focused
- Zoho ecosystem
- Good mobile app
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- Very basic features
- Limited customization
- Not for growing teams
- Minimal reporting
|
