| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
A financial platform for startups and growing companies offering corporate cards, expense management, and bill pay with no personal guarantee. |
| 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
|
- Corporate cards
- Expense management
- Bill pay
- Reimbursements
- Travel
- Budgets
- Accounting integrations
- Rewards
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- No personal guarantee
- Real-time expense tracking
- Good integrations
- Travel features
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- Requires business bank account
- Limited to funded startups
- Rewards have changed
- Customer support varies
|
