Feature Comparison

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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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
Interactive Contracts
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
Blue ticks only available in Premium editions
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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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