| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
A CRM solution from Sage that integrates with Sage's accounting and ERP products for unified business management. |
| Pricing |
Subscription ($24-$49/user/month) |
Subscription (Custom pricing) |
| Key Features |
- CRM
- Project management
- Time tracking
- Billing
- Retainers
- Ticketing
- Email integration
- Client portal
|
- Contact management
- Sales automation
- Marketing campaigns
- Customer service
- Reporting
- Sage integration
- Mobile access
- Custom workflows
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- Deep Sage integration
- Established brand
- Good for Sage users
- On-premise option
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- Dated interface
- Limited standalone value
- Fewer modern features
- Dependent on Sage ecosystem
|
