| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
Visual project management tool with nested task lists, Kanban boards, and timeline for breaking down complex projects. |
| Pricing |
Subscription ($24-$49/user/month) |
Freemium ($0-14.95/mo) |
| Key Features |
- CRM
- Project management
- Time tracking
- Billing
- Retainers
- Ticketing
- Email integration
- Client portal
|
- Nested task lists
- Kanban
- Timeline
- Sublists
- Smart folders
- Tags
- Time tracking
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- Good free tier
- Nested tasks
- Clean interface
- Visual planning
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- Smaller platform
- Limited integrations
- Basic reporting
|
