| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
A simple mobile-first lead management CRM that helps small businesses capture, track, and convert leads efficiently. |
| Pricing |
Subscription ($24-$49/user/month) |
Freemium (Free-$12/user/month) |
| Key Features |
- CRM
- Project management
- Time tracking
- Billing
- Retainers
- Ticketing
- Email integration
- Client portal
|
- Lead capture
- Contact management
- Follow-up reminders
- Team management
- Call logging
- WhatsApp sharing
- Reports
- Cloud sync
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- Very affordable
- Simple to use
- Mobile-first
- Good for lead tracking
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- Very basic CRM
- Limited advanced features
- Minimal integrations
- Not for complex sales
|
