| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
A post-purchase upsell and thank you page builder for Shopify that maximizes revenue from existing customers. |
| Pricing |
Subscription ($24-$49/user/month) |
Freemium (Free-$14.99/month) |
| Key Features |
- CRM
- Project management
- Time tracking
- Billing
- Retainers
- Ticketing
- Email integration
- Client portal
|
- Thank you page builder
- Post-purchase upsells
- Order tracking
- Birthday collector
- Reorder button
- Pop-up upsells
- Analytics
- Drag-and-drop editor
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- Affordable pricing
- Easy to use
- Good revenue uplift
- Free plan available
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- Shopify only
- Limited to post-purchase
- Basic design options
- Analytics could be deeper
|
