| Overview |
An all-in-one business management platform for freelancers and agencies with proposals, contracts, invoicing, and accounting. |
An AI-powered CRM that proactively recommends next steps for sales reps and automatically logs activities and creates contacts. |
| Pricing |
Subscription ($21-$52/month) |
Subscription (Custom pricing) |
| Key Features |
- Proposals
- Contracts
- Invoicing
- Accounting
- Tax prep
- Time tracking
- Task management
- Client CRM
|
- AI recommendations
- Automatic logging
- Pipeline management
- Email tracking
- Voice assistant
- Reporting
- Mobile app
- Sales automation
|
| Pros |
- All-in-one for freelancers
- Good contract templates
- Tax estimation
- Professional proposals
|
- AI-driven proactive CRM
- Minimal data entry
- Automatic activity capture
- Voice commands
|
| Cons |
- Limited for larger businesses
- Some features basic
- Fewer integrations
- US tax features only
|
- Expensive
- Smaller user base
- Limited customization
- Niche approach
|
