| Overview |
A long-standing CRM and marketing automation platform trusted by small and midsize businesses for over 35 years. |
A CRM and client lifecycle management tool for agencies and freelancers to manage leads, proposals, invoices, and clients. |
| Pricing |
Subscription ($30-$50/user/month) |
Freemium (Free-$18/user/month) |
| Key Features |
- Contact management
- Opportunity tracking
- Marketing automation
- Custom dashboards
- Mobile access
- Integration
- emarketing
- Calendar management
|
- Lead management
- Proposals
- Contracts
- Invoicing
- Client portal
- Email sequences
- Pipeline management
- Document management
|
| Pros |
- Long track record
- On-premise option
- Good for small businesses
- Established user base
|
- Built for agencies
- Proposal and invoicing
- Affordable
- All-in-one for freelancers
|
| Cons |
- Interface feels dated
- Limited modern integrations
- Marketing features are basic
- Mobile app is limited
|
- Niche for agencies
- Basic CRM features
- Limited integrations
- Smaller company
|
