| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
While not a dedicated CRM, Notion's flexible database and template system is widely used by startups and small teams as a lightweight CRM solution. |
| Pricing |
Subscription ($24-$49/user/month) |
Freemium (Free-$10/user/month) |
| Key Features |
- CRM
- Project management
- Time tracking
- Billing
- Retainers
- Ticketing
- Email integration
- Client portal
|
- Custom databases
- Relation properties
- Templates
- Kanban views
- Filters
- Automation
- API
- Collaboration
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- Extremely flexible
- Affordable
- Great for small teams
- Part of broader workspace
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- Not a real CRM
- No email tracking
- No automation sequences
- Manual data entry required
|
