| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
A CRM and client lifecycle management tool for agencies and freelancers to manage leads, proposals, invoices, and clients. |
| Pricing |
Subscription ($24-$49/user/month) |
Freemium (Free-$18/user/month) |
| Key Features |
- CRM
- Project management
- Time tracking
- Billing
- Retainers
- Ticketing
- Email integration
- Client portal
|
- Lead management
- Proposals
- Contracts
- Invoicing
- Client portal
- Email sequences
- Pipeline management
- Document management
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- Built for agencies
- Proposal and invoicing
- Affordable
- All-in-one for freelancers
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- Niche for agencies
- Basic CRM features
- Limited integrations
- Smaller company
|
