Platform
Cloud-native (web + mobile)
Cloud (web + mobile) / SI is desktop
Mobile app
iOS and Android
iOS and Android
Proposals
Branded templates, e-signatures, Stripe payments, QuickBooks payment links
Multimedia proposals, e-signatures, D-Tools Payments
Product database
600,000+ products with supplier pricing
1M+ products with dealer-specific pricing
CRM
Full CRM with pipeline management, lead scoring, email sync
Client and contact management, sales opportunity tracking
Email & calendar integration
Native Gmail, Outlook, and calendar sync. Create customers, projects, work orders, invoices from email
No native email or calendar sync
Project management
Work orders, scheduling, task management, mobile updates
Task creation, scheduling, dispatch, change orders, service calls
Time tracking
Yes, mobile and desktop
Yes, via mobile app
Inventory management
Included on all plans
Yes (launched January 2025), stock allocation and procurement
Service management
Via customer portal and work orders
Dedicated service management with service plans and scheduling
System design / drawings
Automated cable schedules, network maps, basic floor plan editor
Image markup tools in Cloud. Deeper drawing tools, wire calculations, and interconnect diagrams ship in their desktop System Integrator product.
Website builder
SEO-ready website and blogs included
Not available
Social media management
Echo social media, SEO, and blogs included
Not available
Marketing automation
Managed marketing services available for existing customers
Not available
Customer portal
Yes: invoices, change orders, service booking, project visibility
Limited: proposal sharing and e-signatures
Extended warranty
SureBright extended warranty options included
Not available
FINANCIALS & INTEGRATIONS
Invoicing
Built-in, QuickBooks, Xero, Stripe, and QuickBooks payment links included
QuickBooks / Xero costs $50 /month extra
Integrations
QuickBooks, Xero, Stripe, QuickBooks payment links (included)
QuickBooks, Xero ($50 /mo extra), D-Tools Payments (CC processing fees apply)
AI features
Bob the AI, email intelligence, content generation, product search
Not available
Starting price
From £119 /mo1 office + 2 field users, all features included
From ~£73 /month1 office + 1 field user (USD converted at £1 = $1.35)
Support
Included on all plans, unlimited ongoing training
Gold Support $10-$100+ /month extra
Onboarding
2x monthly subscription (one-time)
$250-$2,500 one-time depending on plan
Prices exclude VAT, GST, US sales tax, and other applicable local taxes unless stated otherwise.