| Overview |
An all-in-one business management platform for freelancers and agencies with proposals, contracts, invoicing, and accounting. |
A Salesforce integration tool that brings CRM functionality directly into Gmail and Outlook for seamless sales workflow. |
| Pricing |
Subscription ($21-$52/month) |
Subscription ($14-$21/user/month) |
| Key Features |
- Proposals
- Contracts
- Invoicing
- Accounting
- Tax prep
- Time tracking
- Task management
- Client CRM
|
- Salesforce sidebar
- Email tracking
- Calendar sync
- Meeting scheduler
- Sales cadences
- Buyer signals
- Attachment tracking
- Templates
|
| Pros |
- All-in-one for freelancers
- Good contract templates
- Tax estimation
- Professional proposals
|
- Deep Salesforce integration
- Works in email
- Easy to adopt
- Good scheduling
|
| Cons |
- Limited for larger businesses
- Some features basic
- Fewer integrations
- US tax features only
|
- Requires Salesforce
- Limited standalone value
- Basic CRM features
- Dependent on email client
|
