| Overview |
A long-standing CRM and marketing automation platform trusted by small and midsize businesses for over 35 years. |
A customizable CRM that offers deep two-way sync with QuickBooks and Xero for seamless accounting integration. |
| Pricing |
Subscription ($30-$50/user/month) |
Subscription ($25-$74/user/month) |
| Key Features |
- Contact management
- Opportunity tracking
- Marketing automation
- Custom dashboards
- Mobile access
- Integration
- emarketing
- Calendar management
|
- QuickBooks sync
- Xero sync
- Custom workflows
- Lead management
- Online portals
- Email campaigns
- Estimates and invoicing
- App customization
|
| Pros |
- Long track record
- On-premise option
- Good for small businesses
- Established user base
|
- Deep accounting integration
- Very customizable
- Good for service businesses
- Online customer portals
|
| Cons |
- Interface feels dated
- Limited modern integrations
- Marketing features are basic
- Mobile app is limited
|
- Requires QuickBooks or Xero
- Can be complex to customize
- Limited out-of-box features
- Niche audience
|
