| Overview |
An all-in-one business management platform for freelancers and agencies with proposals, contracts, invoicing, and accounting. |
A sales effectiveness platform that embeds your sales process, content, and training into the CRM workflow for B2B sales teams. |
| Pricing |
Subscription ($21-$52/month) |
Subscription ($65-$95/user/month) |
| Key Features |
- Proposals
- Contracts
- Invoicing
- Accounting
- Tax prep
- Time tracking
- Task management
- Client CRM
|
- Sales process management
- Pipeline management
- Active coaching
- Content enablement
- Analytics
- Prospecting
- Account growth
- Integration
|
| Pros |
- All-in-one for freelancers
- Good contract templates
- Tax estimation
- Professional proposals
|
- Sales methodology focused
- Coaching built in
- Process-driven
- Good for complex B2B sales
|
| Cons |
- Limited for larger businesses
- Some features basic
- Fewer integrations
- US tax features only
|
- Expensive
- Niche focus
- Limited marketing features
- Smaller user base
|