| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
A simple and affordable CRM specifically designed for small businesses that want ease of use over complexity. |
| Pricing |
Subscription ($24-$49/user/month) |
Subscription ($15/user/month) |
| Key Features |
- CRM
- Project management
- Time tracking
- Billing
- Retainers
- Ticketing
- Email integration
- Client portal
|
- Contact management
- Pipeline tracking
- Calendar integration
- Task management
- Daily agenda emails
- Custom fields
- Activity logging
- Lead reports
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- Extremely easy to use
- Very affordable
- Excellent customer support
- No contracts or hidden fees
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- Limited advanced features
- No built-in email marketing
- Basic reporting
- Not suitable for larger teams
|
