| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
Marketing automation platform built natively inside Microsoft Dynamics 365 for email marketing, web tracking, and forms. |
| Pricing |
Subscription ($24-$49/user/month) |
Subscription (Custom) |
| Key Features |
- CRM
- Project management
- Time tracking
- Billing
- Retainers
- Ticketing
- Email integration
- Client portal
|
- Dynamics 365 native
- Email marketing
- Web tracking
- Forms
- Surveys
- Nurture campaigns
- Social posting
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- Native Dynamics integration
- Good for MS ecosystem
- Web tracking
- Forms
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- Dynamics only
- Expensive
- Limited outside MS
|
