| Overview |
A long-standing CRM and marketing automation platform trusted by small and midsize businesses for over 35 years. |
A free expense management and corporate card platform now part of BILL with real-time budgeting and automated reporting. |
| Pricing |
Subscription ($30-$50/user/month) |
Free (Free (revenue from interchange)) |
| Key Features |
- Contact management
- Opportunity tracking
- Marketing automation
- Custom dashboards
- Mobile access
- Integration
- emarketing
- Calendar management
|
- Corporate cards
- Real-time budgets
- Expense management
- Automated reporting
- Receipt capture
- Approval workflows
- Virtual cards
- Accounting sync
|
| Pros |
- Long track record
- On-premise option
- Good for small businesses
- Established user base
|
- Completely free
- Real-time budgeting
- Good approval workflows
- Virtual cards
|
| Cons |
- Interface feels dated
- Limited modern integrations
- Marketing features are basic
- Mobile app is limited
|
- BILL acquisition changes
- Limited card rewards
- Requires credit approval
- US only
|
