Compare Product Features

Sales

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Projects

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Service

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Retainers

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ServOps

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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
Unlimited project types, processes & fields
Templates & reusable project plans
Advanced approval for time
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
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
Automation and Processes
Customizable business processes
Automatic renewal invoicing
Integrated, automated work logs
Quotes
Create, Send and Convert Quotes
Customizable fields & categories
Record notes, schedule meetings & calls
Project Planning
Live Gantt-charts & real-time forecasting
Templates & reusable project plans
Create invoices for all work planned or done
Task Management
Drag & drop allocation of tasks to calendar
Create and assign tasks
Push & sync tasks with Google, Office365 and Exchange/Outlook
Task Boards
Triggers
Track issues & tickets
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
Scheduled appointments & commitments
Configure availability & work days
Templates
Unlimited contract types, processes & fields
Unlimited project types, processes & fields
Unlimited issue types, processes & fields
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
Customizable business processes
Client Records
Powerful search, filtering & reporting
View activity history
View & request re-issue of Invoices
Expenses
Add expenses
Review submitted expenses
Automatic email notifications to managers
Custom Retainers
Unlimited contract types, processes & fields
Create recurring service contracts
Create pre-paid service contracts
Track retainer usage in real time
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* 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.

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