| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
An open-source CRM with marketing automation that combines contact management with visual workflow designer and process automation. |
| Pricing |
Subscription ($24-$49/user/month) |
Freemium (Free (open source)) |
| Key Features |
- CRM
- Project management
- Time tracking
- Billing
- Retainers
- Ticketing
- Email integration
- Client portal
|
- Contact management
- Marketing automation
- Workflow designer
- Sales pipeline
- Service tools
- Reports
- Web tracker
- Email marketing
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- Open source
- Visual workflow builder
- Marketing automation included
- Good documentation
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- Development has slowed
- Smaller community
- Interface is dated
- Limited enterprise features
|
