| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
A CRM built for inside sales teams with built-in calling, email, and SMS to help close more deals faster. |
| Pricing |
Subscription ($24-$49/user/month) |
Subscription ($49-$139/user/month) |
| Key Features |
- CRM
- Project management
- Time tracking
- Billing
- Retainers
- Ticketing
- Email integration
- Client portal
|
- Built-in calling
- Power dialer
- Email sequences
- SMS messaging
- Pipeline view
- Smart views
- Custom activities
- Reporting
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- Excellent built-in communication
- Fast and responsive UI
- Great for inside sales
- Powerful search and filtering
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- Expensive for small teams
- Limited marketing features
- No free plan
- Not ideal for field sales
|
