| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
A CRM based on Franklin Covey productivity methodology that combines sales management with priority-driven task management. |
| Pricing |
Subscription ($24-$49/user/month) |
Subscription ($15-$45/user/month) |
| Key Features |
- CRM
- Project management
- Time tracking
- Billing
- Retainers
- Ticketing
- Email integration
- Client portal
|
- CRM
- Task management
- Calendar
- Contact management
- Pipeline management
- Franklin Covey methodology
- Mobile app
- Reporting
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- Productivity methodology built in
- Good task management
- Affordable
- Calendar integration
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- Dated interface
- Small user base
- Limited integrations
- Basic CRM features
|
