| Overview |
Work management platform helping teams orchestrate projects, processes, and goals with visual project tracking and automation. |
A cloud-based CRM designed for financial professionals offering contact management, workflow automation, and compliance features. |
| Pricing |
Freemium ($0-30.49/mo) |
Subscription ($99/database/month (15 users)) |
| Key Features |
- Project tracking
- Timeline
- Boards
- Forms
- Automation
- Goals
- Portfolios
- Workload management
|
- Contact management
- Workflow automation
- Seminar management
- Report writer
- Compliance tools
- Document imaging
- Calendar
- Mobile access
|
| Pros |
- Flexible views
- Good free tier
- Strong automation
- Goal tracking
|
- Per-database pricing
- Built for financial advisors
- Good compliance tools
- Integrates with custodians
|
| Cons |
- Can be overwhelming
- Expensive at scale
- Learning curve
|
- Dated interface
- Limited customization
- Slow to innovate
- Mobile app is basic
|
