| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
A CRM built directly inside Gmail that lets you manage pipelines, track emails, and collaborate without leaving your inbox. |
| Pricing |
Subscription ($24-$49/user/month) |
Freemium (Free-$129/user/month) |
| Key Features |
- CRM
- Project management
- Time tracking
- Billing
- Retainers
- Ticketing
- Email integration
- Client portal
|
- Gmail integration
- Pipeline management
- Email tracking
- Mail merge
- Thread sharing
- Custom pipelines
- Snippets
- Mobile app
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- Lives inside Gmail
- Easy to start using
- Good email tracking
- Flexible pipeline views
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- Only works with Gmail
- Limited outside Gmail
- Can slow down Gmail
- Advanced features are expensive
|
