| Overview |
An all-in-one business management platform for freelancers and agencies with proposals, contracts, invoicing, and accounting. |
Marketing automation platform built natively inside Microsoft Dynamics 365 for email marketing, web tracking, and forms. |
| Pricing |
Subscription ($21-$52/month) |
Subscription (Custom) |
| Key Features |
- Proposals
- Contracts
- Invoicing
- Accounting
- Tax prep
- Time tracking
- Task management
- Client CRM
|
- Dynamics 365 native
- Email marketing
- Web tracking
- Forms
- Surveys
- Nurture campaigns
- Social posting
|
| Pros |
- All-in-one for freelancers
- Good contract templates
- Tax estimation
- Professional proposals
|
- Native Dynamics integration
- Good for MS ecosystem
- Web tracking
- Forms
|
| Cons |
- Limited for larger businesses
- Some features basic
- Fewer integrations
- US tax features only
|
- Dynamics only
- Expensive
- Limited outside MS
|
