| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
A smart and simple CRM that helps small businesses manage contacts, sales opportunities, and tasks efficiently. |
| Pricing |
Subscription ($24-$49/user/month) |
Freemium (Free-$54/user/month) |
| Key Features |
- CRM
- Project management
- Time tracking
- Billing
- Retainers
- Ticketing
- Email integration
- Client portal
|
- Contact management
- Sales pipeline
- Task management
- Email integration
- Custom fields
- Sales analytics
- Project boards
- Data enrichment
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- Clean and simple interface
- Affordable
- Good integrations
- Easy to learn
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- Limited advanced features
- Basic reporting
- Free plan is very limited
- No built-in marketing tools
|
