| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
The former name of Copper CRM, a Google Workspace-native CRM that was rebranded in 2018 to better reflect its focus. |
| Pricing |
Subscription ($24-$49/user/month) |
Subscription ($23-$99/user/month) |
| Key Features |
- CRM
- Project management
- Time tracking
- Billing
- Retainers
- Ticketing
- Email integration
- Client portal
|
- Google Workspace integration
- Pipeline management
- Email tracking
- Automation
- Reporting
- Contact enrichment
- Mobile app
- Task management
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- Deep Google integration
- Easy adoption
- Clean UI
- Automatic data entry
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- Rebranded as Copper
- Google-dependent
- Limited features outside Google
- Higher pricing
|
