| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
Perplexity is an AI-powered search engine and research assistant that provides direct answers with cited sources. It combines web search with AI language models to deliver comprehensive, up-to-date responses with transparent sourcing. |
| Pricing |
Subscription ($24-$49/user/month) |
Freemium ($0-20/mo) |
| Key Features |
- CRM
- Project management
- Time tracking
- Billing
- Retainers
- Ticketing
- Email integration
- Client portal
|
- AI search engine
- source citations
- follow-up questions
- collection sharing
- focus modes
- file analysis
- API access
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- Real-time web access
- Transparent source citations
- Great for research
- Clean interface
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- Pro subscription needed for best models
- Can sometimes cite unreliable sources
|