| Overview |
An all-in-one business management platform for freelancers and agencies with proposals, contracts, invoicing, and accounting. |
A modern sales CRM by Zendesk that maximizes productivity and pipeline visibility for sales teams. |
| Pricing |
Subscription ($21-$52/month) |
Subscription ($19-$115/user/month) |
| Key Features |
- Proposals
- Contracts
- Invoicing
- Accounting
- Tax prep
- Time tracking
- Task management
- Client CRM
|
- Pipeline management
- Email integration
- Activity tracking
- Power dialer
- Sales triggers
- Smart lists
- Forecasting
- Mobile app
|
| Pros |
- All-in-one for freelancers
- Good contract templates
- Tax estimation
- Professional proposals
|
- Clean modern interface
- Good Zendesk integration
- Built-in communication tools
- Easy to use
|
| Cons |
- Limited for larger businesses
- Some features basic
- Fewer integrations
- US tax features only
|
- Limited standalone value
- Better with Zendesk Suite
- Reporting is basic
- Fewer customization options
|
