| Overview |
A professional services automation platform that combines CRM, project management, and billing for service businesses. |
A modern sales CRM by Zendesk that maximizes productivity and pipeline visibility for sales teams. |
| Pricing |
Subscription ($24-$49/user/month) |
Subscription ($19-$115/user/month) |
| Key Features |
- CRM
- Project management
- Time tracking
- Billing
- Retainers
- Ticketing
- Email integration
- Client portal
|
- Pipeline management
- Email integration
- Activity tracking
- Power dialer
- Sales triggers
- Smart lists
- Forecasting
- Mobile app
|
| Pros |
- Built for services firms
- Automatic time tracking
- Retainer management
- Unified platform
|
- Clean modern interface
- Good Zendesk integration
- Built-in communication tools
- Easy to use
|
| Cons |
- Complex to set up
- Interface can be busy
- Expensive at scale
- Learning curve
|
- Limited standalone value
- Better with Zendesk Suite
- Reporting is basic
- Fewer customization options
|
