| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
An open-source CRM module within the Odoo ERP suite offering lead management, pipeline tracking, and seamless integration with other business apps. |
| Pricing |
Subscription ($24-$49/user/month) |
Freemium (Free (community)-$31.10/user/month) |
| Key Features |
- CRM
- Project management
- Time tracking
- Billing
- Retainers
- Ticketing
- Email integration
- Client portal
|
- Lead management
- Pipeline management
- Email integration
- Reporting
- VoIP integration
- Lead scoring
- GeoIP
- Activity scheduling
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- Open source
- Part of full ERP suite
- Very customizable
- Large community
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- Complex for CRM-only use
- Requires technical knowledge
- Interface not always intuitive
- Implementation can be costly
|
