| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
An action-focused CRM that turns every contact into an actionable lead with a unique next action methodology. |
| Pricing |
Subscription ($24-$49/user/month) |
Subscription ($9.95-$19.95/user/month) |
| Key Features |
- CRM
- Project management
- Time tracking
- Billing
- Retainers
- Ticketing
- Email integration
- Client portal
|
- Next action sales
- Contact management
- Pipeline management
- Email integration
- Lead capture
- Sales targets
- Mobile app
- Integrations
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- Unique action-focused approach
- Very affordable
- Simple to use
- Good mobile app
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- Basic features
- Limited customization
- Small team
- Not for complex sales processes
|
