| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
Cloud file storage and sharing platform with document collaboration, e-signatures, and team spaces. |
| Pricing |
Subscription ($24-$49/user/month) |
Freemium ($0-26/mo) |
| Key Features |
- CRM
- Project management
- Time tracking
- Billing
- Retainers
- Ticketing
- Email integration
- Client portal
|
- Cloud storage
- File sharing
- Paper
- Signatures
- Transfer
- Replay
- Capture
- Backup
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- Reliable sync
- Good sharing
- E-signatures
- Cross-platform
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- Expensive for storage
- Feature creep
- Privacy concerns
|
