Total 25 reviews

4.6

All reviews are from verified customers

Rating Distribution

5

Stars

76%

4

Stars

16%

3

Stars

4%

2

Stars

4%

1

Stars

0%

Satisfaction score

Ease of use

9

Value for money

9

Customer Support

9

Functionality

9

CV

Crystal V.

Photography, 11-50 employees

Used daily for more than 2 years

5.0
March 2026

simple setup

Pros

Getting started felt very easy and the customer service has been great. The platform was simple to learn and whenever something came up I could reach real people through online support and usually got a response within minutes.

Cons

The ability to text a client after they requested information used to be missing although that feature has since been added.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

SS

Samantha S.

Health, Wellness and Fitness, 1-10 employees

More than a year

5.0
March 2026

Reliable support for years

Pros

After nearly seven years with this software it still feels easy to work in. The biggest plus for me is the team behind it: they're consistently helpful and always go the extra mile whenever I have a question or need support.

Cons

There really isn't much to complain about. The bookkeeping feature can be a little tricky to figure out at times but it connects smoothly with other accounting software which helps a lot.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

AW

Abbey W.

Marketing and Advertising, 1-10 employees

More than a year

5.0
February 2026

all-in-one fit for freelancers

Pros

Running a freelance business with just a small number of clients and this software has been a really good fit. It was simple to get started with easy to use and it kept everything together in one place (billing, invoices, client messages, workflows and more). Having all of that centralized helped me stay organized and keep up with my tasks.

Cons

As my business became more complex and I started offering products alongside one on one services I eventually outgrew this software. Some of the more basic features I needed in bookkeeping and contracts just weren't available.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

8

A

Anonymous

Photography, 1-10 employees

Less than a year

5.0
November 2025

Good business hub

Pros

Having email, booking and everything else in one place is really the biggest benefit. It works well as an all in one system and keeps everything together in a single spot.

Cons

Didn't run into any problems with the software itself. The only reason we stopped using it was that we weren't in a position to keep paying the required cost.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

KC

Kate C.

Photography, 1-10 employees

More than a year

5.0
March 2025

grows with my business

Pros

One of the best things is how well it has scaled with my business. Back when I was just getting started and money was tight I only needed a few basic tools like contact management and email templates. Now that my business has grown and my workflows are more established I can use it to streamline and automate almost everything instead of rebuilding the same tasks over and over. I've set up templates for contracts, invoices, questionnaires and more which saves me a lot of time.

Cons

I can't think of any downsides, I've been happy with all of it.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

TD

Tom D.

Photography, 1-10 employees

Less than a year

3.0
March 2025

helpful scheduling

Pros

The calendar and scheduling tools were the parts I appreciated most.

Cons

Interface wasn't very user friendly and it felt like some features were missing.

Rating Distribution

Ease of use

6

Value for money

6

Customer Support

6

Functionality

6

NP

Natalie P.

Photography, 1-10 employees

More than a year

5.0
March 2025

Easy workflow win

Pros

Quotes, contracts, invoices and automated workflows all connected in one place has completely changed the way I manage my business. It cuts down a huge amount of time, gets rid of all the back and forth emails and gives clients a polished professional experience from start to finish. The automation side is a big plus too because it keeps everything moving behind the scenes while I spend more time on the photography work I enjoy most.

Cons

Only small downside that comes to mind is that I'm based in the UK while this is a US company. Even then their support has always replied quickly and it's never caused any real issues. This is just the only minor negative I can think of.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

KK

Kodie K.

Photography, 1-10 employees

Less than a year

2.0
March 2025

price hikes feel like a scam

Pros

The setup at the beginning was simple and the client booking and calendar features were useful.

Cons

This felt like a scam to me. I was first told it would cost $150 for the year, then it jumped to $300 the following year and then all the way to $600 the year after that. Nothing was improved to justify such an outrageous increase.

Rating Distribution

Ease of use

4

Value for money

2

Customer Support

2

Functionality

4

BA

Belinda A.

Design, 1-10 employees

More than a year

5.0
January 2025

Solid workflows

Pros

Packed with features for a very affordable price it is especially valuable for service providers selling package based services. The lead-to-quote-to-invoice-to-project workflow keeps everything you and a small team need in one place which makes it really useful.

Cons

Design could look a lot better and the calendar view never really worked the way I needed it to. The scheduling tools also felt a bit limited so I still had to use Calendly alongside it. On top of that reporting and analytics are basically minimal to nonexistent.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

8

II

Iryna I.

Individual & Family Services, 1-10 employees

More than a year

5.0
November 2024

everything my business needs

Pros

Having all my client records, documents and admin work in one place has made a huge difference for my business. The biggest benefit is how much it automates which has taken so many repetitive tasks off my plate and removed the need to bring on an assistant for that kind of work. It does take some time upfront to set everything up the way you want kind of like training a new assistant to handle things properly but that effort really pays off. There are plenty of resources to help with the setup including live training sessions where you can work through your system with a very knowledgeable team member. The new Marketplace is also a big help because you can download setups that fit what you need and skip a lot of the manual setup time. The calendar and Zoom integrations are another standout. Scheduling meetings is a breeze because I do not have to keep checking for conflicts or send messages back and forth about Zoom links. It is all handled automatically. Using this software every day gives me more freedom to actually live my life while still keeping my business running the way it should. I no longer feel like I have to sacrifice one for the other. Customer support has been great as well. Whenever I have a question or run into an issue the team responds quickly and handles everything in a respectful helpful and efficient way.

Cons

Cannot think of any real downsides. If something does come up it gets resolved quickly and efficiently.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

DU

Danielle U.

Professional Training & Coaching, 1-10 employees

More than a year

5.0
November 2024

all my brands in one place!

Pros

Being able to condense all my business systems into one platform has been a huge win. The software lets me manage multiple businesses under different brands from the same account which is incredible.

Cons

Whenever I've had questions or wanted to share feedback I've always been able to get a response.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

VR

Valentina R.

Photography, 1-10 employees

More than a year

5.0
November 2024

automation that keeps work moving

Pros

Automation is a huge plus and it makes it simple to keep things getting done without me having to be there handling every little task myself.

Cons

I'm really satisfied with it and don't have any major complaints. If anything the only downside is the time you need to invest upfront to learn the platform and get everything set up. Once that part is finished though you're pretty much set.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

TT

Tara T.

Photography, 1-10 employees

More than a year

5.0
October 2024

personal support that feels real

Pros

It really feels like the platform has its users in mind and genuinely looks out for us as business owners instead of focusing only on making sales. A lot of companies grow to the point where getting help from a real person becomes almost impossible so I really appreciate that this software still keeps things personal.

Cons

At the moment I don't have any complaints.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

ME

Megan E.

Management Consulting, 1-10 employees

More than a year

5.0
September 2024

Automation that keeps me organized

Pros

Has really helped automate my business from sending contracts and invoices automatically to delivering personalized emails and it keeps everything organized in one place.

Cons

I've loved using it. I haven't run into much that doesn't work for me and anytime I've had an issue the support team has been very helpful.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

KE

Katie E.

Photography, 1-10 employees

More than a year

5.0
August 2024

flexible pricing and features

Pros

It really can be as simple or as detailed as your business needs which is one of the best parts. It doesn't force you into a one-size-fits-all setup or flat pricing model so it feels much more adaptable to different kinds of businesses.

Cons

For a long time it didn't have an app but that's been added now. It also used to be missing online booking and now that's available too. I can't really think of anything else to complain about.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

RL

Rebecca L.

Photography, 1-10 employees

More than a year

5.0
August 2024

essential for small business

Pros

Having everything in one place is what I appreciate most about it because it really cuts down my workload. It manages client communication, invoicing, contracts and scheduling all in one system which saves me hours every single week. I also really value how often they roll out updates and improvements. It feels like the company truly listens to users and cares about making the platform better and that's not something you see often.

Cons

There's not much I would criticize. The only real drawback might be the time it takes to get used to at the start especially for someone new to a platform with this many tools built in. It can feel a little overwhelming at first because there's a lot to explore. That said I'm pretty comfortable with tech so it wasn't a big issue for me. Plus,their help center is very thorough with step by step video tutorials that make getting up to speed much more manageable.

Rating Distribution

Ease of use

9

Value for money

10

Customer Support

10

Functionality

10

JK

Jong K.

Arts and Crafts, 1-10 employees

Free Trial

5.0
August 2024

Workflow powerhouse

Pros

Running my business feels much more organized. I rely on it for every project and the interface is use friendly enough that daily work flows naturally. Having project management and other key tools in one place has simplified the way I manage everything and saved me a huge amount of time.

Cons

Bookkeeping is really the one part where it feels a bit limited. It handles basic financial tracking but it doesn't offer the more advanced accounting features you get from dedicated bookkeeping software. I also miss being able to capture and upload receipts directly and automatic recurring expense tracking would be a valuable addition.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

9

LA

Liz A.

Consumer Services, 1-10 employees

More than a year

5.0
August 2024

invoicing that just works

Pros

Pretty much everything has been excellent especially the invoicing features.

Cons

I can't think of anything I dislike about it.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

JD

Jaimie D.

Photography, 1-10 employees

More than a year

5.0
August 2024

operations lifesaver

Pros

Because it brings everything together in one place my business operations feel more organised. I can handle client management, invoices, contracts and automated workflows without jumping between different tools which saves a lot of time. The interface is user friendly and easy to work with and the automation has taken countless hours off my plate. That gives me more time to focus on my photography work instead of getting buried in admin tasks.

Cons

As it is such a comprehensive platform it can take a bit of time to dig into all of its features and learn how to use everything to its full potential. That said I don't really see it as a major downside since it mostly means there are always more tools to discover and more ways to improve how I manage my workflow.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

UN

Ulrich N.

Medical Practice, 1-10 employees

Less than 6 months

5.0
November 2023

sales forecasting and client wins

Pros

This software has been a great addition to my workflow. It helps me stay on top of my time, tasks, opportunities and contacts in an efficient and productive way which also makes sales forecasting much easier. On top of that the interface is very user friendly and it even supports bringing in new customers.

Cons

It performs really well and I honestly have no problems to report. If anything I would absolutely recommend it.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

A

Anonymous

Marketing and Advertising, 1-10 employees

Less than 6 months

4.0
August 2023

exceptional google sync

Pros

It's really helpful having everything in one place: project management, scheduling, bookkeeping, CRM and more. The Google integration is the strongest I've seen in a PM platform especially how it automatically pulls in the right emails for each project.

Cons

My biggest frustration is that they charge extra for educational seminars that are meant to help users get more out of the software. It would be much more customer friendly if those sessions were recorded and made available to all customers especially since it benefits them too when users understand the platform more deeply. The calendar and scheduling tool also isn't quite as polished as Calendly even though it gets the job done. Workflows seem useful but I'm still having a bit of trouble setting them up linking them properly and making sure they run in a way that feels natural and human.

Rating Distribution

Ease of use

8

Value for money

8

Customer Support

8

Functionality

8

CO

Cevdet O.

Electrical/ Electronic Manufacturing, 1-10 employees

Less than a year

4.0
April 2023

complete business hub

Pros

Everything is organized in one place and the interface is simple enough to handle different parts of the business without jumping between tools. The integrations with other business software are also really useful and add a lot of value.

Cons

Getting started can be a bit overwhelming because the platform takes time to fully understand at first. Customer support also needs improvement since response times can be long and the help you get is not always very useful.

Rating Distribution

Ease of use

6

Value for money

8

Customer Support

6

Functionality

10

CS

Christine S.

Health, Wellness and Fitness, 1-10 employees

More than a year

5.0
March 2023

helpful tools for solopreneurs

Pros

An easy platform for solopreneurs that's simple to work with and packed with features that help keep the business organized.

Cons

Lead dashboard still has a lot of room for improvement. It would be really helpful to move clients from lead to active client and then back to lead again when they return to work with you. I'm also not happy that the text message notifications were turned off.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

8

SV

Shamika V.

Package/ Freight Delivery, 1-10 employees

Less than a year

4.0
February 2023

aids client document tracking

Pros

Document tracking worked really well especially for seeing exactly when files were sent out to clients.

Cons

Payment integration was too expensive for something that feels essentia especially on top of the merchant fees already charged by payment processors. It also didn't include inventory management which is ultimately why I stopped using it.

Rating Distribution

Ease of use

8

Value for money

6

Customer Support

7

Functionality

7

JH

Jane H.

Education Management, 1-10 employees

Less than a year

4.0
January 2023

all in one business management

Pros

Having most parts of the business handled in one reasonably priced platform is a big plus. It's also really useful that several team members can use the system at once and take bookings individually which had been a problem with a lot of other options I looked at. The customer support team is helpful too although there isn't much true hands on assistance.

Cons

A few parts of the system feel repetitive and that gets frustrating. Connecting email and calendars can also be a bit awkward unless you only use Gmail.

Rating Distribution

Ease of use

7

Value for money

10

Customer Support

8

Functionality

8