| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
Microsoft's cloud storage service integrated with Microsoft 365 for file storage, sharing, and collaboration. |
| 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
|
- Cloud storage
- Office integration
- Sharing
- Personal vault
- Version history
- Mobile sync
- Backup
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- Microsoft integration
- Good value with M365
- Personal vault
- Reliable
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- Microsoft dependency
- Sync issues
- Complex plans
|
