| Overview |
An online bookkeeping service combining proprietary software with human bookkeepers for small business accounting. |
While not a dedicated CRM, Notion's flexible database and template system is widely used by startups and small teams as a lightweight CRM solution. |
| Pricing |
Subscription ($299-$499/month) |
Freemium (Free-$10/user/month) |
| Key Features |
- Dedicated bookkeeper
- Monthly financial statements
- Tax-ready financials
- Catch-up bookkeeping
- Year-end tax package
- Dashboard
- Income and expense overview
- 1099 contractors
|
- Custom databases
- Relation properties
- Templates
- Kanban views
- Filters
- Automation
- API
- Collaboration
|
| Pros |
- Human bookkeeper included
- Tax-ready financials
- Hands-off approach
- Clean dashboard
|
- Extremely flexible
- Affordable
- Great for small teams
- Part of broader workspace
|
| Cons |
- Expensive
- Limited to bookkeeping
- No invoicing
- US only
|
- Not a real CRM
- No email tracking
- No automation sequences
- Manual data entry required
|
