| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
A straightforward cloud CRM designed for small businesses and teams running B2B operations. |
| Pricing |
Subscription ($24-$49/user/month) |
Freemium (Free-$46/user/month) |
| Key Features |
- CRM
- Project management
- Time tracking
- Billing
- Retainers
- Ticketing
- Email integration
- Client portal
|
- Contact management
- Sales pipeline
- Marketing tools
- Service desk
- Custom reports
- Email integration
- API access
- GDPR compliance
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- Very easy to use
- Affordable
- Good customer support
- GDPR focused
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- Limited features
- Basic interface
- Not for larger teams
- Few advanced automations
|
