| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
A lead management tool designed for salespeople who hate traditional CRMs, focusing on deal progression rather than data entry. |
| Pricing |
Subscription ($24-$49/user/month) |
Subscription ($12-$32/user/month) |
| Key Features |
- CRM
- Project management
- Time tracking
- Billing
- Retainers
- Ticketing
- Email integration
- Client portal
|
- Lead management
- Pipeline view
- Prospecting
- Email integration
- VoIP
- Sales script generator
- Mobile app
- Team management
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- Anti-CRM approach
- Minimal data entry
- Easy to adopt
- Affordable
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- Limited contact management
- Basic reporting
- Not a full CRM
- Few integrations
|
