| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
A CRM and project management platform designed for growing businesses to manage relationships and deliver projects. |
| Pricing |
Subscription ($24-$49/user/month) |
Subscription ($29-$99/user/month) |
| Key Features |
- CRM
- Project management
- Time tracking
- Billing
- Retainers
- Ticketing
- Email integration
- Client portal
|
- Contact management
- Project management
- Workflow automation
- Email tracking
- Custom dashboards
- Relationship linking
- Lead routing
- Business intelligence
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- Combined CRM and project management
- Good Gmail and Outlook integration
- Relationship mapping
- Reasonable pricing
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- Interface feels dated
- Limited customization options
- Customer support could improve
- Mobile app is basic
|
