| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
Intuitive Kanban-style task management tool with smart automations and integration with MindMeister mind maps. |
| Pricing |
Subscription ($24-$49/user/month) |
Freemium ($0-12.50/mo) |
| Key Features |
- CRM
- Project management
- Time tracking
- Billing
- Retainers
- Ticketing
- Email integration
- Client portal
|
- Kanban boards
- Automations
- Time tracking
- Reports
- Integrations
- MindMeister link
- Agenda
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- Clean interface
- Good automations
- MindMeister integration
- Easy to use
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- Limited views
- Basic features
- Small team focus
|
