| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
A sales-focused CRM designed by salespeople, featuring visual deal pipelines and activity-based selling methodology. |
| Pricing |
Subscription ($24-$49/user/month) |
Subscription ($14.90-$99/user/month) |
| Key Features |
- CRM
- Project management
- Time tracking
- Billing
- Retainers
- Ticketing
- Email integration
- Client portal
|
- Visual sales pipeline
- Activity-based selling
- Email integration
- Smart contact data
- Revenue forecasting
- Workflow automation
- LeadBooster
- Web forms
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- Very intuitive pipeline view
- Easy to set up and use
- Excellent mobile app
- Strong email integration
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- Limited marketing features
- Reporting could be deeper
- No free plan
- Customization is somewhat limited
|
