| Tracking/Sync | ||||||||||||
| Live email & activity stream | ||||||||||||
| Filtering and search | ||||||||||||
| Strong privacy & confidentiality controls | ||||||||||||
| Real time conversation analytics | ||||||||||||
| Email sync with Google Apps, Outlook, or Office365 | ||||||||||||
| Custom email signature | ||||||||||||
| Business Inbox | ||||||||||||
| Direct Emailing | ||||||||||||
| Project Tracking | ||||||||||||
| Track projects, milestones & budgets | ||||||||||||
| Live Gantt-charts & real-time forecasting | ||||||||||||
| Record notes, schedule meetings & calls | ||||||||||||
| Customizable fields & categories | ||||||||||||
| Reports & dashboards | ||||||||||||
| Advanced search, filtering & saved fields | ||||||||||||
| Customizable business processes | Premium | Premium | ||||||||||
| Unlimited project types, processes & fields | Premium | Premium | ||||||||||
| Templates & reusable project plans | ||||||||||||
| Advanced approval for time | Premium | Premium | Premium | Premium | ||||||||
| Allocate time & value to Retainers | ||||||||||||
| Create invoices for all work planned or done | ||||||||||||
| Track Services & Work | ||||||||||||
| Customizable fields and categories | ||||||||||||
| Monitor deadlines and resolutions | ||||||||||||
| Track tasks and assign staff | ||||||||||||
| Invoicing | ||||||||||||
| Create & send invoices | ||||||||||||
| Receive payments | ||||||||||||
| Authorize.net integration | ||||||||||||
| Integration with Quickbooks, Xero, Saasu | ||||||||||||
| Automatic renewal invoicing | ||||||||||||
| Stripe integration | ||||||||||||
| PayPal integration | ||||||||||||
| Reporting Dashboard | ||||||||||||
| Real-time, searchable Activity Stream | ||||||||||||
| Daily or weekly activity reports | ||||||||||||
| User performance dashboards | ||||||||||||
| Timesheet reports | ||||||||||||
| Interactive sales & pipeline dashboard | ||||||||||||
| Interactive Projects dashboard | ||||||||||||
| Interactive Issues dashboard | ||||||||||||
| Executive & Financial dashboards | Premium | Premium | Premium | Premium | ||||||||
| Automation and Processes | ||||||||||||
| Customizable business processes | Premium | Premium | Premium | Premium | Premium | |||||||
| Automatic renewal invoicing | ||||||||||||
| Integrated, automated work logs | ||||||||||||
| Project Planning | ||||||||||||
| Live Gantt-charts & real-time forecasting | ||||||||||||
| Templates & reusable project plans | ||||||||||||
| Create invoices for all work planned or done | ||||||||||||
| Quotes | ||||||||||||
| Create, Send and Convert Quotes | ||||||||||||
| Customizable fields & categories | ||||||||||||
| Record notes, schedule meetings & calls | ||||||||||||
| Task Management | ||||||||||||
| Drag & drop allocation of tasks to calendar | Premium | Premium | Premium | Premium | Premium | |||||||
| Create and assign tasks | ||||||||||||
| Push & sync tasks with Google, Office365 and Exchange/Outlook | ||||||||||||
| Task Boards | ||||||||||||
| Triggers | ||||||||||||
| Track issues & tickets | Premium | Premium | ||||||||||
| Team Inbox | ||||||||||||
| Multi-user address book sync | ||||||||||||
| Automatic email attachment storage | ||||||||||||
| 2-Way Sync with Google, Exchange/Outlook, and Office365 | ||||||||||||
| Team Scheduling | ||||||||||||
| Dynamic resource scheduling | Premium | Premium | Premium | Premium | Premium | |||||||
| Scheduled appointments & commitments | Premium | Premium | Premium | Premium | Premium | |||||||
| Configure availability & work days | ||||||||||||
| Templates | ||||||||||||
| Unlimited contract types, processes & fields | Premium | Premium | ||||||||||
| Unlimited project types, processes & fields | Premium | Premium | ||||||||||
| Unlimited issue types, processes & fields | Premium | Premium | ||||||||||
| Project Collaboration | ||||||||||||
| Task Boards | ||||||||||||
| Multi-user access of central client database | ||||||||||||
| Monitor deadlines & resolutions | ||||||||||||
| Automated Timesheets | ||||||||||||
| Sync with email and calendar | ||||||||||||
| Timesheets pre-loaded with client activity | ||||||||||||
| Detailed timesheet reports | ||||||||||||
| Import external calendar appointments | ||||||||||||
| Mobile App | ||||||||||||
| Live email & activity stream | ||||||||||||
| Automatically create contacts via email | ||||||||||||
| Integrated, automated work logs | ||||||||||||
| Track opportunities, pipeline and conversions | ||||||||||||
| Track projects, milestones & budgets | ||||||||||||
| Automated Notifications and Triggers | ||||||||||||
| Customizable fields & categories | ||||||||||||
| Client Database | ||||||||||||
| Multi-user access of central client database | ||||||||||||
| Custom fields, lists & categories | ||||||||||||
| Powerful search, filtering & reporting | ||||||||||||
| Automatically create contacts via email | ||||||||||||
| Database export (for mail merge) | ||||||||||||
| Permissions to client assets | ||||||||||||
| Client Portal | ||||||||||||
| View activity history | ||||||||||||
| View & comment on Projects | ||||||||||||
| View & comment on Issues | ||||||||||||
| View & comment on Retainers | ||||||||||||
| Billing and Contract Management | ||||||||||||
| Create recurring service contracts | ||||||||||||
| Track retainer usage in real time | ||||||||||||
| Automatic retainer renewal & invoicing | ||||||||||||
| Usage Tracking | ||||||||||||
| Advanced approval for time | Premium | Premium | Premium | Premium | ||||||||
| Customizable business processes | Premium | Premium | Premium | Premium | Premium | |||||||
| Client Records | ||||||||||||
| Powerful search, filtering & reporting | ||||||||||||
| View activity history | ||||||||||||
| View & request re-issue of Invoices | ||||||||||||
| Expenses | ||||||||||||
| Add expenses | Premium | Premium | Premium | Premium | ||||||||
| Review submitted expenses | Premium | Premium | Premium | Premium | ||||||||
| Automatic email notifications to managers | Premium | Premium | Premium | Premium | ||||||||
| Custom Retainers | ||||||||||||
| Unlimited contract types, processes & fields | Premium | Premium | ||||||||||
| Create recurring service contracts | ||||||||||||
| Create pre-paid service contracts | ||||||||||||
| Track retainer usage in real time | ||||||||||||
|
Try | Try | Try | Try | Try |
* Only Paid Professional users can log time (billable or non-billable), manage work and define relationships; free collaborators cannot log time.
** Only Paid Professional users can have their forecast scheduled.