| Overview |
A long-standing CRM and marketing automation platform trusted by small and midsize businesses for over 35 years. |
An online bookkeeping service combining proprietary software with human bookkeepers for small business accounting. |
| Pricing |
Subscription ($30-$50/user/month) |
Subscription ($299-$499/month) |
| Key Features |
- Contact management
- Opportunity tracking
- Marketing automation
- Custom dashboards
- Mobile access
- Integration
- emarketing
- Calendar management
|
- Dedicated bookkeeper
- Monthly financial statements
- Tax-ready financials
- Catch-up bookkeeping
- Year-end tax package
- Dashboard
- Income and expense overview
- 1099 contractors
|
| Pros |
- Long track record
- On-premise option
- Good for small businesses
- Established user base
|
- Human bookkeeper included
- Tax-ready financials
- Hands-off approach
- Clean dashboard
|
| Cons |
- Interface feels dated
- Limited modern integrations
- Marketing features are basic
- Mobile app is limited
|
- Expensive
- Limited to bookkeeping
- No invoicing
- US only
|
