| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
A CRM that lives inside Gmail and LinkedIn, offering pipeline management, email automation, and lead capture without leaving your inbox. |
| Pricing |
Subscription ($24-$49/user/month) |
Subscription ($24-$96/user/month) |
| Key Features |
- CRM
- Project management
- Time tracking
- Billing
- Retainers
- Ticketing
- Email integration
- Client portal
|
- Gmail integration
- LinkedIn integration
- Pipeline management
- Email sequences
- Web forms
- Workflow automation
- Reporting
- Caller
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- Deep Gmail integration
- LinkedIn prospecting
- Easy to adopt
- Good automation
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- Gmail dependent
- Limited outside Google
- Basic reporting
- Smaller company
|
