| Overview |
A CRM with powerful email marketing and marketing automation that excels at customer experience automation. |
A free expense management and corporate card platform now part of BILL with real-time budgeting and automated reporting. |
| Pricing |
Subscription ($19-$149/user/month) |
Free (Free (revenue from interchange)) |
| Key Features |
- Sales automation
- Email marketing
- Lead scoring
- Win probability
- Pipeline management
- Site tracking
- Attribution reporting
- Split automations
|
- Corporate cards
- Real-time budgets
- Expense management
- Automated reporting
- Receipt capture
- Approval workflows
- Virtual cards
- Accounting sync
|
| Pros |
- Best-in-class marketing automation
- Excellent email deliverability
- Powerful segmentation
- Good value for features
|
- Completely free
- Real-time budgeting
- Good approval workflows
- Virtual cards
|
| Cons |
- CRM is secondary to marketing tools
- Can be complex to set up
- Reporting could be improved
- No free plan
|
- BILL acquisition changes
- Limited card rewards
- Requires credit approval
- US only
|
