| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
Square's free invoicing tool for sending professional estimates and invoices with online payment acceptance. |
| Pricing |
Subscription ($24-$49/user/month) |
Freemium (Free + payment processing fees) |
| Key Features |
- CRM
- Project management
- Time tracking
- Billing
- Retainers
- Ticketing
- Email integration
- Client portal
|
- Invoice creation
- Estimates
- Online payments
- Recurring invoices
- Progress invoicing
- Team management
- Reporting
- Mobile invoicing
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- Free to use
- Easy setup
- Professional templates
- Square ecosystem
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- Payment processing fees
- Limited customization
- Square ecosystem dependency
- Basic features
|
