| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
A lightweight open-source Ruby on Rails CRM application designed for small teams who want a simple self-hosted solution. |
| Pricing |
Subscription ($24-$49/user/month) |
Freemium (Free (open source)) |
| Key Features |
- CRM
- Project management
- Time tracking
- Billing
- Retainers
- Ticketing
- Email integration
- Client portal
|
- Contact management
- Lead tracking
- Opportunity management
- Campaign tracking
- Task management
- User management
- Custom fields
- Tagging
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- Free and lightweight
- Simple to use
- Ruby on Rails based
- Clean interface
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- No longer actively maintained
- Very basic features
- Small community
- Limited integrations
|
