| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
A modern CRM designed for relationship-driven teams that combines contact management with outreach and pipeline tracking. |
| Pricing |
Subscription ($24-$49/user/month) |
Subscription ($20-$40/user/month) |
| Key Features |
- CRM
- Project management
- Time tracking
- Billing
- Retainers
- Ticketing
- Email integration
- Client portal
|
- Contact management
- Email sequences
- Pipeline management
- Chrome extension
- Enrichment
- Mail merge
- Custom fields
- Group management
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- Beautiful modern interface
- Easy contact import
- Good for relationship management
- Flexible and lightweight
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- Relatively new product
- Limited integrations
- No phone or SMS
- Reporting is basic
|
