| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
AI-powered workspace for teams combining tasks, notes, mind maps, and real-time collaboration with AI agents. |
| Pricing |
Subscription ($24-$49/user/month) |
Freemium ($0-19/mo) |
| Key Features |
- CRM
- Project management
- Time tracking
- Billing
- Retainers
- Ticketing
- Email integration
- Client portal
|
- AI agents
- Tasks
- Notes
- Mind maps
- Video chat
- Templates
- Automations
- Workflows
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- AI-powered
- Multi-format workspace
- Collaboration
- Templates
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- Can be overwhelming
- Newer platform
- AI quality varies
|
