| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
A popular free CRM with powerful marketing, sales, and service hubs that scale as your business grows. |
| Pricing |
Subscription ($24-$49/user/month) |
Freemium (Free-$1200/month) |
| Key Features |
- CRM
- Project management
- Time tracking
- Billing
- Retainers
- Ticketing
- Email integration
- Client portal
|
- Contact management
- Email tracking
- Deal pipelines
- Meeting scheduler
- Live chat
- Marketing automation
- Reporting dashboards
- Document tracking
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- Generous free tier
- Intuitive user interface
- Excellent marketing integration
- Great onboarding resources
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- Expensive premium tiers
- Limited customization on free plan
- Contacts can only have one owner
- Reporting limited on lower tiers
|
