| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
Visual collaboration tool using boards, lists, and cards for organizing projects with a simple Kanban-style interface. |
| Pricing |
Subscription ($24-$49/user/month) |
Freemium ($0-17.50/mo) |
| Key Features |
- CRM
- Project management
- Time tracking
- Billing
- Retainers
- Ticketing
- Email integration
- Client portal
|
- Kanban boards
- Power-ups
- Butler automation
- Templates
- Calendar view
- Timeline
- Mobile app
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- Simple and intuitive
- Good free tier
- Visual approach
- Mobile friendly
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- Limited for complex projects
- Power-ups can add up
- Basic reporting
|
