| $12/month (Standard, $10/month annual) | $20/month (Emerging, $16/month annual) | $19/month (Start plan, $15/month annual) | Shutting down March 1, 2026 | $21/month (Lite, 5 clients) | $5/user/month (Standard plan, free tier available) | $14/month (Starter plan, $7/month annual) | | $60/month (single plan, $50/month annual) | $15/month (Basic, $9/month annual) | $36/month (Starter, $29/month annual) | $28-44/month (Starter plan, Dec 2025 pricing) | $10.99/user/month (Starter, annual) | $9/user/month (Basic, 3 user min) | $15/user/month (Plus plan) |
| Free plan with basic scheduling | No free plan (7-day trial) | No free plan (14-day trial) | | No free plan (30-day trial) | Yes (10 boards per workspace limit) | No free plan (7-day trial) | No free plan (14-day trial available) | No free plan (7-day trial only) | No free plan (trial available) | No free plan (7-day trial) | No free plan (21-day trial) | Free plan for up to 10 users | Free plan for up to 2 users | Free plan (1 project, 1GB storage) |
| | | | | | | | | | | 7-day trial + 60-day money-back guarantee | 21-day free trial (all Premier features) | | | |
Manage projects and tasks | Projects are not supported | Projects are not supported | Flexible project management with multiple modules | Basic task management only | Basic project tracking with profitability focus | Kanban boards with cards and lists | Project tracker (focus on booking, limited task management) | Fully flexible project and task setup you can shape to your workflow | Projects with pipelines and to-dos | Basic project and task management | Projects with task lists and pipeline | Projects with task boards | Multiple views with dependencies | Highly flexible project structures | Simple project organization only |
Project roles and permissions | Projects are not supported | Projects are not supported | You can control project access using roles and permission rules | No project roles or permissions | Team member permissions (Admin, Manager, Employee) | Admin, Member, Observer roles | Team collaboration on Plus plan only | Control exactly who can view or edit each part of a project | 3 user levels (paid plans only) | 4 fixed roles (PMs cannot view financials) | 5 team roles with project access control | 3 fixed roles (Basic, Accountant, Admin) | You can control project access per user and team | You can control access at board and item level | You can control who has access to each project |
| Task boards are not supported | Task boards are not supported | You can create multiple boards, but each must be configured manually | | No task boards (list-based tracking only) | Unlimited boards (paid plans) | Single board view per project; focus on simple lists | Unlimited boards to run parallel workflows in the same project | | Strictly restricted to 1 board per project | You cannot use task boards | You cannot use task boards | You can create multiple boards per project | You can create unlimited boards | Basecamp does not use task boards |
Embeddable project boards | Project boards are not supported | Project boards are not supported | You cannot embed live project boards externally | | No embeddable project views | No native embed (Power-Up needed) | No embeddable project boards | Live project boards embedded into client portals or websites | No external project viewing | Embedding live project boards is not supported | You cannot embed project views | You cannot embed project views | You can embed read-only project views | | Project views cannot be embedded |
| Project boards are not supported | Project boards are not supported | You can share projects using permission-based access | No shareable project views | Clients can view documents in portal only | Shareable board links available | Project access via client portal only | Read-only public links for sharing progress without risk | No read-only project links | Portal access only (no public read-only links) | You can share projects via the client portal only | You can share via the client portal only | You can share project links publicly | Boards can be shared publicly with limits | Projects can be shared read-only via links |
Project stages and milestones | Project stages and milestones are not supported | Project stages and milestones are not supported | You can define stages and milestones per project | | No project stages or milestones | Lists as stages (no milestones) | No milestones supported (simple workflow steps only) | Define custom project lifecycles for different types of work | You cannot define stages or milestones | Milestones with Gantt chart visualization | You can use pipeline stages, but they are predefined | You can use project statuses, but no milestones | You can define custom sections and milestones | You can define custom statuses and milestones | You cannot define custom stages or milestones |
Connected proposals, contracts, and invoices | | Limited to payment collection only | Modules are separate but can be linked manually | Proposals, contracts, invoices linked | Estimates and invoices connect (no contracts) | No proposals/contracts/invoices | Connected lifecycle (contracts and invoices inside projects) | Everything related stays connected to the project automatically | All modules connect to the project lifecycle | Manual linking (no automatic project integration) | Integrated via Smart Files | Proposals, contracts, and invoices live inside projects | | Proposals, contracts, and invoices are not supported | Proposals, contracts, and invoices are not supported |
Custom project data fields | Projects are not supported | Projects are not supported | | | | Custom Fields (Standard+) | | Track, sort, filter, and report on custom project data | | Text, number, date, URL (no filtering) | | | Full custom field support | | Custom fields not supported |
| Kanban boards are not supported | Kanban boards are not supported | You can view and manage tasks in Kanban boards | | | Core feature - Kanban is Trello | Drag-and-drop workflows act as Kanban boards | Drag-and-drop tasks across customizable columns | Legacy list-based interface only | Kanban view (limited customization) | You cannot view tasks in a kanban board | Kanban view added in Dubsado 3.0 (Nov 2025) | You can manage tasks in Kanban boards | Boards can be viewed in Kanban style | |
| Task tables are not supported | Task tables are not supported | You can view records in tables, but columns and behavior are rigid | | | Table view (Premium only) | | Bulk-edit tasks like a spreadsheet | No spreadsheet-style editing | Basic table view (no bulk editing) | You cannot view tasks in a table | You cannot view tasks in a table | You can view tasks in table format | Boards default to table view | Tasks cannot be viewed in tables |
| Task lists are not supported | Task lists are not supported | You can manage tasks in a standard list view | | | Cards in lists (default view) | | Clean task lists with clear hierarchy | You can manage tasks as simple to-do lists | Simple list view with basic sorting | You can view projects in a list | You can manage tasks in simple lists | You can view tasks in lists | Items can be viewed as lists | Tasks are managed as simple to-do lists |
| The calendar shows meetings only, not projects or tasks | The calendar shows appointments only, not projects or tasks | You can see tasks and deadlines on a calendar | | Calendar shows events, not tasks | Calendar view (Premium only) | | See tasks and deadlines on a calendar | You can see tasks and bookings on a calendar | Calendar view for tasks and deadlines | You can see bookings on a calendar | You can see deadlines and appointments on a calendar | You can view tasks on a calendar | Calendar view is supported | You can see due dates on a project calendar |
| Gantt charts are not supported | Gantt charts are not supported | No native Gantt chart view | | | Timeline view (Premium, not Gantt) | | Plan work visually with task order and dependencies | | Gantt chart with drag-and-drop | You cannot view work on a gantt chart | You cannot view work on a gantt chart | Timeline view functions as a Gantt chart | Gantt view is supported on higher plans | Gantt charts are not supported |
| Tasks and subtasks are not supported | Tasks and subtasks are not supported | You can break tasks into subtasks | | | Checklists only (not true subtasks) | | Break work down into multiple nested levels | All tasks are single-level only | Nested subtasks supported | You cannot split tasks into subtasks | You cannot split tasks into subtasks | You can break tasks into subtasks | | You can nest to-dos one level deep |
| | | | | No email-to-task conversion | Email-to-board creates cards | | Turn emails into tasks without manual copying | Not supported (email sync only) | No email-to-task conversion | Not supported (email sync only) | You cannot create tasks from emails | | | |
| Task comments are not supported | Task comments are not supported | You can comment directly on tasks | | Team discussion on projects | | Built-in chat widget for client communication | Keep discussions tied directly to each task | You cannot comment directly on tasks | Comments stay attached to tasks only | You cannot comment on tasks | You cannot comment on tasks | You can comment directly on tasks | | You can comment on to-dos |
| | | You can attach files directly to tasks | | Files can be attached to projects | File attachments on cards | Asset delivery via online galleries and project file sharing | Store files directly on the task they belong to | You cannot attach files to tasks | File attachments (no file manager) | You can share files, but not attach them to tasks | You can upload files, but not attach them to tasks | You can attach files to tasks | Files can be attached to items | You can attach files to to-dos |
| Task prioritization is not supported | Task prioritization is not supported | You can assign priorities to tasks | | | Labels for priority (no native) | | Define priority levels that fit your workflow | You cannot set task priority levels | | You cannot set task priorities | You cannot set task priorities | Priorities must be modeled using custom fields | Priority columns are supported | Tasks cannot be prioritized natively |
Task labels & color coding | Task labeling is not supported | Color labels apply to appointments, not tasks | You can label and color-code tasks | | No task labels or color coding | | Custom lead statuses and workflow stages | Use unlimited labels to visually organize tasks | You cannot tag or color-code tasks | No color coding (labels only) | You cannot label or color-code tasks | You cannot label or color-code tasks | You can tag tasks and use color labels | Status and label columns are supported | |
| Multiple assignees are not supported | Multiple assignees are not supported | You can assign multiple people, but coordination is manual | Solo only, no multi-assign | Tasks can be assigned to team members | Multiple members per card | Single assignee (focus on solo creative) | Assign tasks to one or multiple teammates | Single assignee per task only | One assignee per task (no multi-assign) | You cannot assign tasks to multiple people | You cannot assign tasks to multiple people | You can assign tasks to multiple teammates | Multiple assignees are supported | Multiple assignees are not supported |
| Task templates are not supported | Task templates are not supported | You can reuse task templates | | Project templates available | | Full project workflows can be templated and reused | Reuse task-level structures across projects | You can reuse task lists through workflows | Task templates with dependencies | You cannot reuse task templates | You can reuse workflows and form templates | You can reuse task and project templates | Board and item templates are supported | Task templates are not supported |
| Task-level permissions are not supported | Task-level permissions are not supported | Permissions are controlled by roles, not per-task rules | | No task-level permissions | Board-level only (not per card) | No task-level permissions | Control access at the individual task level | You cannot control permissions per task | Project-level only (no task-level) | You cannot set permissions per task | You cannot set permissions per task | Permissions apply at project level, not per task | Permissions depend on board setup | Permissions are project-level only |
| Task dependencies are not supported | Task dependencies are not supported | You can define task dependencies | | | No native dependencies (Power-Up) | | Prevent work from starting out of order | | Waiting on, Blocking, Related to | You cannot link tasks together | You cannot link tasks together | You can define task dependencies | Dependencies are supported | Tasks cannot be linked together |
| | | You can create recurring tasks | | | Via Butler automation rules | | Automate repeating work with flexible schedules | | Daily, weekly, monthly, milestones | You cannot create recurring tasks | You cannot create recurring tasks | You can create recurring tasks | Recurring items are supported | Recurring tasks exist with limited options |
| | | | | | Custom Fields (Standard+) | | Add task-level fields for tracking custom details | | Custom fields (text and number only) | | | Full custom field support | | Custom fields not supported |
| Time tracking is not supported | Time tracking is not supported | You can track time using timers or manual entry | Timer and manual time entry | Timer and manual time entry | | Time tracking is currently in development (Roadmap) | Easily track time using timers or manual entries | Start and stop timers or log time manually | Timer and manual time entry | Basic time tracking (manual entry on desktop, stopwatch on mobile) | | Time tracking requires integrations or add-ons | Time tracking column is supported | Basecamp does not track time |
| Task tracking is not supported | Task tracking is not supported | You can track time directly on tasks | Time per project/client only | Time tracked per service, not per task | Requires Power-Up (Clockify, etc) | Time tracking not yet available | Log time directly against tasks and subtasks | You cannot track time per task | Limited to task-level only (no subtask tracking) | Project-level only, no task-level tracking | You cannot track time per task | Requires external tools or custom fields | You can track time per item | Time cannot be tracked on tasks |
| Project tracking is not supported | Project tracking is not supported | You can track total time per project | | Time tracked per project and client | | Time tracking not yet available | See time spent per project and per client | Track time across different projects and clients | | Time tracked at project level | You cannot track time per project | Requires reporting tools or integrations | Project time requires rollups | Time cannot be tracked per project |
| Billable tracking is not supported | Billable time tracking is not supported | You must manually define what counts as billable | Billable hours with invoicing | Billable and non-billable hours supported | | Time tracking not yet available | Clearly separate billable and non-billable time | You cannot set billing rules for time | Billable and non-billable categorization | Billable time tracking available | You cannot bill time automatically | Asana does not track billable time | Billable logic is not supported | Billable time is not supported |
| Invoices are not supported | Invoicing is not supported | Tracked time can be invoiced with manual confirmation | Time to invoice in one click | Time entries convert to invoices | | Time tracking not yet available | Turn tracked time into invoices without extra steps | Convert tracked billable time into an invoice | One-click invoice from time entries | Invoice from time logs (desktop only) | There is no time to invoice | | Invoices are not supported | Invoicing is not supported |
| | | You can generate detailed time reports | | Detailed time reports available | | Time tracking not yet available | View detailed time reports by task, project, or client | You cannot generate timesheet reports | Detailed timesheet reports | Basic time logs per project | You cannot generate timesheets | Requires third-party tools | Time tracking add-on required | Timesheets are not supported |
| Team views require dashboards | Team timesheets are not supported | You can view time logs per team member | Solo only, no team timesheets | Team time tracking on higher plans | | Time tracking not yet available | See how each team member tracks their time | No team breakdown for time entries | Per-member timesheets with locking | Team members can log time on shared projects | You cannot see team time reports | | Team views require dashboards | |
Create and send proposals | Calendly is for scheduling only | Acuity is for scheduling only | Proposals with line items and attachments | Proposals with signatures | Estimates only (not full proposals) | | Integrated proposals with automatic contract linking | Create proposals clients can review, approve, and sign in one flow | Quotes with limited design options | Customizable proposals with e-signatures | Smart files combine proposals and contracts | Proposals with pricing tables | Asana is for task management only | Monday.com is for project management only | Basecamp is for team collaboration only |
Drag-and-drop proposal builder | Proposals are not supported | Proposals are not supported | You can edit proposals visually, but layout control is complex | Template-based editor only | No visual proposal builder | | Professional, customizable proposal templates with branding | Create custom, branded proposals without layout limits or code | You cannot drag and drop proposal sections | Visual editor (no true drag-and-drop) | You can edit sections, not free drag-and-drop) | You can build proposals using drag-and-drop forms | | Proposals are not supported | |
Reusable proposal templates | Proposals are not supported | Proposals are not supported | You can use prebuilt proposal templates | Modifiable proposal templates | Estimate templates available | | Reusable templates for different service types | Reuse proven proposal layouts across clients | Save and reuse your own proposal templates | Industry templates plus custom templates | You can use proposal templates | You can use proposal templates | | Proposals are not supported | |
Real-time proposal analytics | Proposals are not supported | Proposal analytics are not supported | You can see status changes, not detailed viewing analytics | See when proposals are viewed | No proposal view tracking | | Basic status tracking (sent, viewed, accepted) | See exactly when proposals are opened and reviewed | You cannot see proposal views or activity | | You can see when a proposal is viewed | You cannot see proposal view analytics | | Proposals are not supported | |
Live messenger on proposals | Proposals are not supported | Proposal messaging is not supported | You cannot message clients inside proposals | | | | Built-in chat widget for client questions | Answer questions directly while clients review proposals | You cannot chat inside proposals | No live chat in proposals | You cannot chat inside proposals | You cannot chat inside proposals | | Proposals are not supported | |
| | | Limited proposal-to-booking flow | Proposal to contract to invoice | | | Smooth flow from lead capture to booking and contract | Move from proposal to contract, invoice, or booking automatically | Limited flow (no integrated scheduler sync) | Proposal-contract link only (no scheduler) | Complete Smart Files flow | You can add proposal items like services or products | | | |
Convert proposal to invoice | Invoices are not supported | Proposals and invoices are not supported | You can convert proposals to invoices with manual steps | One-click proposal to invoice | Convert estimates to invoices | | Auto-generate invoices once a booking is confirmed | Create invoices directly from approved proposals | You can turn accepted proposals into invoices | Auto-generate invoice from accepted proposal | Accepted proposals create invoices | Accepted proposals create invoices | | Invoices are not supported | |
| Proposal pricing is not supported | Proposal pricing packages are not supported | You can create packages using configuration rules | Line items only, no packages | | | Define service packages and offer optional add-ons | Offer upsells and add-ons directly inside proposals | You cannot offer configurable packages | Packages with single, multi-select options | You can offer packages and add-ons | You can offer packages and add-ons | Pricing packages are not supported | Proposal pricing is not supported | Pricing packages are not supported |
Interactive pricing tables | | | Pricing tables exist but do not update dynamically | | | | Static pricing with optional selections | Let clients choose options before approving | Pricing tables are static | Static pricing only (no client selection) | Pricing updates dynamically | Pricing updates based on selections | Pricing tables are not supported | | |
Dynamic data and variables | | | You can use variables to auto-fill proposal content | | Basic placeholders available | Butler has some variables | Automatic data merging for client and booking details | Auto-fill proposal content with client and project data | Use tokens to insert client and project data automatically | Basic smart fields (limited variables) | | | | | Dynamic variables are not supported |
| | | You can set proposal expiration dates | | Manual expiry dates on estimates | | No automated proposal expiration | Automatically expire proposals after a set date | You cannot set proposal expiry dates | Manual expiry dates (no automation) | You can set proposal expiry | You cannot set proposal expiry dates | | | |
| | | You can download proposals as PDFs | | | | Downloadable PDF versions for all documents | | You can download proposals as PDFs | Basic PDF export (limited branding) | You can download proposal PDFs | You can download proposal PDFs | Tasks and projects can be exported, not proposals | | You can export discussions, not proposals |
| | | You can reuse content via templates, not blocks | | No reusable content blocks | | No reusable content blocks | Create reusable proposal sections you can reuse on demand | Save and reuse sections across different documents | Reusable blocks not supported (templates only) | You can reuse proposal sections | You can reuse form sections | Proposal blocks are not supported | | |
Legally binding e-signatures | | | Clients can sign proposals online | Legally binding e-signatures | | | Integrated e-signatures for proposals and contracts | Collect secure electronic signatures on proposals | Clients can sign your agreements online | Basic e-signatures (limited audit trail) | | Clients can sign documents online | E-signatures are not supported | Monday.com has no e-signatures | E-signatures are not supported |
Custom proposal data fields | Proposals are not supported | Proposals are not supported | Custom fields available with configuration | No custom proposal fields | No custom proposal fields | | No custom proposal fields | Create custom proposal data you can sort, filter, and report on | Not supported. You cannot customize signer fields | Text and date custom fields only | | | Proposals are not supported | Proposals are not supported | Proposals are not supported |
Create and sign contracts | Calendly is for scheduling only | Acuity is for scheduling only | | Freelancers Union templates | | | Legally binding contracts built into the booking flow | Create, send, and sign contracts in one continuous flow | Contracts with e-signature capture | Legally vetted templates with e-signatures | Smart files combine contracts and invoices | Contract creation with automation | Asana does not handle contracts | Monday.com does not handle contracts | Basecamp does not handle contracts |
Drag-and-drop contract builder | | Intake forms can be built visually | Contracts use structured templates, not free-form builders | | | | Template-based contract builder with visual editor | Create fully custom contracts with flexible layouts, no code or formatting limits | You cannot visually build contracts | Visual editor (no full drag-and-drop) | You cannot visually build contracts | You can build contracts using form blocks | | | Contracts are not supported |
Legally binding e-signatures | E-signatures are not supported | E-signatures are not supported | Contracts support legally binding signatures | E-signatures with audit trail | | | Full e-signature support with audit trails | Collect secure signatures with audit trails and signer verification | E-signatures meet standard legal requirements | Legally binding e-signatures | Contracts support legal e-signatures | Contracts support legal e-signatures | E-signatures are not supported | E-signatures are not supported | E-signatures are not supported |
Multi-signature / signees | Contracts are not supported | Contracts are not supported | You can add multiple signers to contracts | | | | Support for multiple signers per document | Collect signatures from multiple people on the same contract | You cannot collect signatures from multiple people | Multiple signers and recipients | You can collect multiple signatures, with fixed roles | You can collect multiple signatures, setup is limited | | Contracts are not supported | |
Reusable contract templates | Contracts are not supported | Contracts are not supported | You can use predefined contract templates | Legal templates from Freelancers Union | | | Reusable contract templates included | Reuse contract structures to create new agreements faster | You can use contract templates | Industry-specific and custom templates | You can use contract templates | You can use contract templates | | Contracts are not supported | |
Auto-reminders automation | Contract reminders are not supported | Contract reminders are not supported | Signing reminders send automatically | | | Due date reminders (Butler) | Automated follow-ups for unsigned contracts | Automatically follow up until contracts are signed | You can send automatic reminders | Auto-reminders (stop after 16 days overdue) | You can send automatic reminders | Reminders send automatically | | Contract reminders are not supported | |
| Contracts are not supported | Contracts are not supported | Variables auto-fill contract fields | | | | Auto-fill contract data with booking information | Auto-fill contract content with client and project data | You can insert custom fields | Basic smart fields (limited variables) | You can use smart fields in contracts | You can use smart fields in contracts | | Contracts are not supported | |
Contract automation triggers | Automation applies only to booking events | Automation is limited to booking and payment events | Contracts can trigger workflows only if configured | | | | Automated invoice generation upon contract signature | Trigger automated workflows the moment a contract is signed | Contracts can trigger workflows | Contract & proposal triggers only | Contracts can trigger workflows | Contracts trigger workflows | Contracts cannot trigger workflows | Automations apply to items, not payments | Contracts cannot trigger actions |
| Contract notifications are not supported | Booking and payment notifications are supported | You receive notifications when contracts are viewed or signed | View notifications included | Email notifications when viewed | | Real-time notifications for contract activity | See when contracts are opened and reviewed | You receive email notifications | Basic email notifications (no detailed tracking) | You receive contract notifications | You receive signing notifications | | Payment notifications are not supported | |
PDF download with signature certificate | Contracts are not supported | Contracts are not supported | Signed contracts can be downloaded with certificates | PDF with signature certificate | | | Download signed contracts in PDF format | Download signed contracts with official proof of signature | You can download signed PDFs | Basic PDF download (limited certificate) | You can download signed PDFs | You can download signed PDFs | | Contracts are not supported | |
Custom signer data fields | Contracts are not supported | Contracts are not supported | Signer fields are configurable with limits | | | | | Collect structured signer information during signing | Not supported. You cannot customize signer fields | Standard fields only (name & email) | You cannot customize signer fields | You cannot customize signer fields | | Contracts are not supported | |
Custom contract data fields | Contracts are not supported | Contracts are not supported | Custom fields available with configuration | No custom contract fields | | | Basic custom fields for contact information | Create custom contract data you can sort, filter, and report on | | Custom fields (contact info only) | | | Contracts are not supported | Contracts are not supported | Contracts are not supported |
Create invoices and get paid | Calendly does not create invoices | Invoicing with payment processing | Full invoicing with payment tracking | Invoices with Stripe and PayPal | Full invoicing with online payments | | Professional invoices with integrated payments | Send invoices and collect payments in one connected flow | Invoices with Stripe and PayPal | Invoicing with multiple payment options | Invoices with instant online payments | Invoices with payment plans | Asana does not handle billing | Monday.com does not handle billing | Basecamp does not handle billing |
| Invoices are not supported | Logo only, fixed template layout | Invoices support logos, colors, and branding | Logo only, fixed templates | Customizable invoice branding | | Customizable logos and brand colors on all invoices | Match invoices to your brand with custom logos, colors, and layout | Basic invoicing (no smart tax automation) | Limited branding (logo and colors only) | | | | Invoices are not supported | Invoices are not supported |
Drag and drop invoice builder | Invoices are not supported | Fixed templates, no layout control | Visual builder but complex setup | | Template-based editor only | | Visual editor based on fixed templates | Create custom invoice layouts visually without formatting limits | Template-based (no drag-and-drop designer) | Pre-built templates (no drag-drop) | Fixed themes (non-customizable layouts) | | Invoices are not supported | Invoices are not supported | Invoices are not supported |
| Invoices are not supported | | You can edit invoice line items | | Fully customizable line items | | Flexible line item management | Edit pricing, quantities, descriptions, and structure freely | You can customize invoice line items | Line items (no advanced customization) | | | | Invoices are not supported | Invoices are not supported |
Item or invoice discounts | Invoices are not supported | Invoices are not supported | You can apply discounts to invoices | | | | Automated and manual discount calculations | Apply discounts at the item or full invoice level | You can add discounts to line items | Discounts (percentage or fixed, no tiered) | | | | Invoices are not supported | Invoices are not supported |
| Invoices are not supported | Invoices are not supported | You can configure tax rates | | | | Custom tax group assignments | Create tax rules that match your location and use case | You can set custom tax rules | Basic tax configuration (no automation) | | | | Invoices are not supported | Invoices are not supported |
| ACH depends on payment integration | ACH support depends on the connected payment processor | You can accept bank payments | | ACH bank payments supported | | Supported via Stripe and Bloom Payments | Accept bank transfers for lower-fee payments | | ACH via Bonsai Payments (US, UK, CA, AU only) | You can accept bank transfers | You can accept bank payments | Asana does not process payments | Payments are not supported | Payments are not supported |
| Payments are supported via third‑party tools | You can collect payments via Stripe during booking | You can accept payments through Stripe | | Stripe payments supported | | Full Stripe integration with automated tracking | Accept credit and debit cards instantly | Stripe integration available | Stripe payments supported | You can accept payments via Stripe | You can accept payments via Stripe | Asana does not process payments | Stripe works via third-party tools | Payments are not supported |
| Square payments are not supported natively | You can collect payments via Square during booking | You cannot accept payments via Square | | | | Integrated Square payment processing | Collect in-person payments when needed | Square integration available | | You cannot accept payments via Square | You cannot accept payments via Square | Asana does not process payments | Payments are not supported | Payments are not supported |
| PayPal possible via integrations only | You can collect payments via PayPal during booking | You can accept payments via PayPal | | PayPal payments supported | | Standard PayPal integration included | Let clients pay using PayPal | PayPal integration available | PayPal payments supported | You cannot accept payments via PayPal | You cannot accept payments via PayPal | Asana does not process payments | Possible via integrations only | Payments are not supported |
Flexible partial payments | Payments can be split using external tools | You can require deposits for appointments | You can accept partial payments | | Partial payments supported | | Retainers and split payment schedules | Collect deposits and split payments across milestones | You can set up payment schedules | Partial payments (manual milestone setup) | You can accept partial payments | You can accept partial payments | Payments are not supported | Payments are not supported | Payments are not supported |
| Installments are not supported | Deposits are supported, scheduled installments are not | You can split invoices into installments | Deposits only, no installments | | | Automated payment schedules and installments | Break invoices into scheduled installments | You can set up payment schedules | Payment plans (limited automation) | You can split invoices into payments | You can split invoices into payments | | Payments are not supported | Invoices are not supported |
Automated recurring invoices | Recurring invoices are not supported | Recurring invoices are not supported | You can schedule recurring invoices | Automated recurring invoices | Recurring invoices supported | | Automated recurring billing for retainers | Automatically send invoices on a recurring schedule | Recurring invoices (no automated subscription portal) | Weekly, biweekly, monthly, yearly recurrence | You can schedule payments, not subscriptions | You can schedule invoices, not subscriptions | | Invoices are not supported | Invoices are not supported |
| Subscriptions are not supported | Recurring appointments are supported, not subscriptions | Subscriptions can be managed with setup | | Retainers available on Plus plan | | Subscription and retainer management tools | Manage ongoing client subscriptions and billing | Recurring invoices (no automated subscription portal) | Recurring invoices (no subscription portal) | You cannot manage subscriptions | You cannot manage subscriptions | Subscriptions are not supported | Subscriptions are not supported | Subscriptions are not supported |
Automated payment reminders | Reminders depend on integrations | Payment reminders tied to bookings are supported | Payment reminders send automatically | | Automated late payment reminders | | Automated follow-ups for overdue invoices | Follow up automatically until invoices are paid | Automated reminders supported | Automated reminders (stop after 16 days) | Payment reminders send automatically | Payment reminders send automatically | Payments are not supported | Payments are not supported | Payments are not supported |
Reusable invoice templates | Invoices are not supported | Invoices are not supported | You can reuse invoice templates | | Invoice templates available | | Save and reuse invoice structures | Reuse invoice layouts without rebuilding each time | You can reuse templates and content | Templates available (limited customization) | You can reuse invoice templates | You can reuse invoice templates | | Invoices are not supported | Invoices are not supported |
Multiple currency support | Currency depends on calendar and integrations | Currency support depends on the payment processor | You can invoice in multiple currencies with account limits | | | | Manual currency selection per project | Bill clients globally in their local currency | Basic support (no automated exchange rates) | Multi-currency (manual exchange rates) | You can use one account currency only | You can use one account currency | Payments are not supported | Board currency columns exist | Payments are not supported |
Invoice automation triggers | Automation applies only to booking events | Automation is limited to booking and payment events | Contracts can trigger workflows only if configured | | | | | Trigger automated workflows when invoices are sent or paid | Simple triggers (no multi-step automation) | Payment & form triggers only | Contracts can trigger workflows | Contracts trigger workflows | Contracts cannot trigger workflows | Automations apply to items, not payments | Contracts cannot trigger actions |
| Contract notifications are not supported | Booking and payment notifications are supported | You receive notifications when contracts are viewed or signed | | Email notifications when viewed | | Email and in-app notifications for invoice activity | See when invoices are opened and paid | Activity log (no real-time updates) | Email notifications (no real-time tracking) | You receive contract notifications | You receive signing notifications | | Payment notifications are not supported | |
Built-in expense tracking | Expense tracking is not supported | Expense tracking is not supported | | | Full expense tracking with receipts | | No native expense tracking features | Track project-related costs alongside invoices | | Expense tracking (auto-categorization via bank sync) | You cannot track expenses | You cannot track expenses | | Expenses are not supported | |
| Invoices are not supported | Deposits can be required to confirm bookings | You can request invoice deposits | | Deposit invoicing supported | | Flexible deposit and retainer requests | Collect upfront payments before work starts | Deposit payments supported | Deposits supported (manual collection) | | | | Invoices are not supported | |
Auto-invoice billable time | Time tracking is not supported | Time tracking is not supported | Time can be invoiced with manual confirmation | Time to invoice in one click | Time to invoice conversion | | Not available (Time tracking is on roadmap) | Turn tracked time into invoices automatically | You can add tracked time to invoices | Time-to-invoice (manual confirmation required) | There is no time to convert | There is no time to convert | | Monday.com has no invoicing | Basecamp has no invoicing |
Custom invoice data fields | Invoices are not supported | Invoices are not supported | Custom fields available with configuration | | | | Standard custom field support on invoices | Create custom invoice data you can sort, filter, and report on | | Text and date custom fields only | | | Invoices are not supported | Invoices are not supported | Invoices are not supported |
Centralized unified inbox | A unified client inbox is not supported | A unified client inbox is not supported | Messages are grouped by module, not unified | | | | Project-based messenger (no global unified inbox) | Manage email, chat, and messages from one shared inbox | Communication is limited to email sync | A unified client inbox is not supported | Messages and emails live in one inbox | Messages and emails live in one place | Task comments act as a shared activity feed | Updates inbox exists for board activity | Each project has a central message board |
| Calendly sends emails, inbox sync is not supported | Emails are sent by Acuity, inbox sync is not supported | You can sync external email accounts | | | | Gmail and Outlook sync for project threads | Connect and manage all your email accounts in one place | Email sync & templates included | Send-only (no inbox sync) | | | Email-to-task is supported | Email-to-board is supported | You can post to Basecamp via email |
| Live chat is not supported | Live chat is not supported | Live chat is available via portal widgets | | | | No native website live chat | Add real-time chat to your website and client portals | No native live chat feature | | You cannot add live chat to your site | You cannot add live chat to your site | Live chat is not supported | Live chat is not supported | Live chat is not supported |
| Direct messaging is not supported | Direct messaging is not supported | Direct messages exist with limits | | | | Built-in messenger for clients and leads | Message teammates privately without leaving your workspace | | Direct messaging is not supported | | | Messaging exists via comments, not chat | Direct messages are supported | Direct messages are supported |
Contextual project conversations | Projects are not supported | Projects are not supported | Context depends on where the message was sent | | Project discussions available | | All messages tied directly to projects and leads | Keep conversations tied directly to the project they belong to | Email sync (limited to project-specific threads) | No in-app project messaging | Messages are tied to projects | Messages are tied to projects | Comments stay attached to tasks and projects | Comments stay tied to items | Messages stay tied to projects |
| Team chat is not supported | Team chat is not supported | You cannot create team chat channels | | | | No internal team communication channels | Create shared spaces for team-wide discussions | | Team chat is not supported | You cannot create team channels | You cannot create team channels | Channel-based chat does not exist | Updates act like channels | Channel-based chat does not exist |
| | | | | | | | Organize channels by team, topic, or workflow | | | Channels are not supported | Channels are not supported | Channels are not supported | Board updates can be organized | Channels are not supported |
| @mentions are not supported | @mentions are not supported | @mentions work in specific areas only | | | | No @mentions in client messenger | Notify teammates instantly inside conversations | | | You cannot mention teammates | You cannot mention teammates | You can mention users in comments | | You can mention people in messages |
| Messaging is not supported | Messaging is not supported | Read receipts are not consistently visible | | | | See when client views messages and documents | See when messages are read | Activity log (tracks when emails are opened) | Read receipts are not supported | You can see when clients read messages | You can see when clients read messages | Read receipts are not supported | Seen indicators exist in updates | You can see who has read messages |
| Chat and file sharing are not supported | Chat and file sharing are not supported | Files are attached to records, not chat threads | | | | Direct asset sharing within the messenger | Share files directly inside conversations | | Share files and links in portal messages | You can share files in messages | You can share files in messages | Files attach to tasks, not chat threads | Files can be shared in updates | Files can be shared in messages |
| | | Limited team email sharing | Solo only, no shared inbox | | | No shared team email inbox | Collaborate on incoming emails as a team | | | | | | | |
| | | Mobile app has limited inbox features | | | Notifications only (no inbox) | Mobile messenger app available | Access and respond to messages on mobile | | | | | Mobile app includes inbox | Mobile app includes inbox | Mobile app includes messages |
| | | Limited email reply support | | | | Email replies sync back to the project messenger | Reply from your email client and keep conversations synced | Email replies sync to inbox | | Email replies sync to conversations | Email replies sync to conversations | Email replies create tasks | Email replies create board items | Email replies post to projects |
| File storage is not supported | File storage is not supported | You can store and manage files centrally | | Basic file storage in projects | File attachments on cards | Centralized project asset and document management | Keep all client and project files in one organized place | Basic storage (no dedicated file management system) | Project document storage with client access | Files exist per project only | Files are stored per project only | Files are stored within tasks and projects | Files are item-based, not a file system | Files are stored per project |
Advanced folder organization | No file storage in Calendly | No file storage in Acuity | Project-based file sections | | | | Project-level organization (no complex hierarchy) | Organize files by project, client, or structure you choose | | Project-level only (no granular) | Fixed themes (non-customizable layouts) | | Section-based, relies on cloud integrations | 3-level folder hierarchy within workspaces | Color-coded folders in Docs section |
| No file storage in Calendly | No file storage in Acuity | | | | | Granular control over portal asset visibility | Control who can view or edit folders | | Project-level only (no granular) | Fixed themes (non-customizable layouts) | | Project-level permissions only | Board-level permissions only | Project-level permissions only |
| No file storage in Calendly | No file storage in Acuity | Files are project-attached only | | | | No person-based file organization | Group files by person when needed | Basic storage (no dedicated file management system) | | Fixed themes (non-customizable layouts) | | Files are task-attached, not person-based | Files are item-attached, not person-based | Files are project-attached only |
| No file storage in Calendly | No file storage in Acuity | Project-based file sections | | Files organized by project | | Automatic file grouping by project and lead | Keep files scoped to each project | Basic storage (no dedicated file management system) | Project-based file sections in portal | Fixed themes (non-customizable layouts) | | Files attach to projects and tasks | Files organize within board folders | Docs & Files section per project |
| No file storage in Calendly | No file storage in Acuity | Preview via project files | | | | Native image and document previews | Preview files instantly without downloading | | | Fixed themes (non-customizable layouts) | | Preview via cloud integrations | Files Gallery preview view | In-app previews supported |
| Custom fields are supported only in booking forms and invitee records | Custom fields are supported only in intake forms and client records | You can add custom fields across modules | | | | | Capture file metadata you can sort and filter | Unlimited contact & project fields | Contact info only (no CRM fields) | You can add custom fields | You can add custom fields to forms and records | You can create and reuse custom fields | Custom form fields are supported | Custom fields are not supported |
| | | | | | | | Create and edit documents directly inside Plutio | You can connect quotes to contracts and invoices | No built-in document editor | Fixed themes (non-customizable layouts) | | No built-in document editor | WorkDocs for embedded editing | No built-in document editor |
Comments on files and docs | No file comments in Calendly | No file comments in Acuity | Comments on project files | | | Comments on cards with files | | Leave comments directly on files and documents | | No file commenting system | Fixed themes (non-customizable layouts) | | Comments on task attachments | File annotation and comments | |
| No file storage in Calendly | No file storage in Acuity | | | | | | Move, tag, or manage many files at once | Basic management (no bulk operations) | | Fixed themes (non-customizable layouts) | | Select multiple via integrations | Bulk select in Files Column | |
| No file search in Calendly | | Search within project files | | | | | Find files quickly using search and filters | Basic search (limited filtering options) | | Fixed themes (non-customizable layouts) | | Search across projects and files | Search across boards and files | |
| Google Calendar sync only | | | | Dropbox and Google Drive integrations | Google Drive, Dropbox Power-Ups | | Sync files with Google Drive or Dropbox | | | Fixed themes (non-customizable layouts) | | Google Drive, Dropbox, OneDrive | Google Drive, Dropbox, Box, OneDrive | Google Drive, Dropbox, OneDrive |
| No file sharing in Calendly | No file sharing in Acuity | Role-based sharing controls | | | Board-level permissions only | | Restrict access with permissions or passwords | Client portal only (no public sharing controls) | | Fixed themes (non-customizable layouts) | | Project-level permissions | Board-level sharing controls | Project-level access control |
| No file sharing in Calendly | No file sharing in Acuity | Project-based sharing only | | | Attachment links shareable | | Share files externally with controlled access | Client portal only (no direct sharing links) | Portal sharing only (no direct file links) | Fixed themes (non-customizable layouts) | | | | Public folder links supported |
| Industry-leading scheduling features | Full-featured booking system | Scheduler with calendar sync | | | | Integrated scheduler with lead capture forms | Let clients book meetings directly without back-and-forth emails | Simple scheduler, no team round-robin | Booking pages with calendar sync | Scheduler with intake forms | Custom scheduler with workflows | Asana does not have scheduling | Monday.com does not have scheduling | Basecamp does not have scheduling |
| Branding is supported on paid plans | Booking pages can be branded | Booking pages support custom branding | | | | Customizable booking pages with brand colors | Build a fully branded, customizable booking system using a drag-and-drop editor | Basic scheduler (limited team coordination) | Custom branding on booking pages | Branding options are limited | Branding options are limited | | Booking pages are not supported | |
Advanced availability management | Availability rules per event type are supported | Availability rules per calendar and appointment type are supported | You can define availability rules | No availability management | | | Flexible scheduling windows and availability rules | Define flexible availability rules applied automatically to bookings | Basic scheduler (limited team coordination) | Event types with availability windows | You can control availability | You can control availability | Scheduling is not supported | Scheduling is not supported | Scheduling is not supported |
| Buffer times between meetings are supported | Buffer times between appointments are supported | You can add buffer times to bookings | | | | Automatic padding between booked sessions | Add buffer time automatically between meetings | Buffer time between meetings | Buffer times (no daily limits) | | | Scheduling is not supported | Scheduling is not supported | Scheduling is not supported |
| Multiple event types are supported | Multiple appointment types are supported | You can offer multiple booking types | | | | Unlimited meeting types with custom rules | Create unlimited booking types with different rules and setups | Multiple session types supported | Custom event types with different durations | You can offer multiple session types | You can offer multiple appointment types | Scheduling is not supported | Scheduling is not supported | Scheduling is not supported |
Calendar sync (Google/Outlook) | Calendar sync is supported | External calendar sync is supported | | | Calendar sync for late payments only | Google Calendar sync (Premium) | Automatic two-way sync with major calendars | Two-way calendar sync that stays up to date automatically | Two-way sync (Google & Outlook) | Calendar sync (Google and Outlook only) | Fixed themes (non-customizable layouts) | | Read-only calendar integration | Calendar sync is supported | Google/iCloud integration |
Customizable booking confirmations | Confirmation and reminder emails can be customized | Confirmation emails and reminders can be customized | Confirmation messages have limited customization | | | | Customizable confirmation emails and pages | Fully customizable confirmation pages with no layout or branding limits | Custom confirmation emails | Email customization (limited template control) | Confirmation customization is limited | Confirmation customization is limited | Scheduling is not supported | Scheduling is not supported | Scheduling is not supported |
| Redirects after booking are supported | Redirects after booking are supported | Redirects require workflow configuration | | | | Redirect users to any URL after successful booking | Send bookers anywhere after scheduling, not just a fixed thank-you page | Included. Redirect after booking supported | Redirect supported (basic URL redirect) | You cannot redirect after booking | You cannot redirect after booking | Scheduling is not supported | Scheduling is not supported | Scheduling is not supported |
Booking automation triggers | Automation applies only to booking events | Automation is limited to booking and payment events | Contracts can trigger workflows only if configured | | | | Trigger automated workflows upon booking confirmation | Trigger automated workflows the moment a meeting is booked | Trigger actions on booking | Booking triggers (limited action types) | Contracts can trigger workflows | Contracts trigger workflows | Contracts cannot trigger workflows | Automations apply to items, not payments | Contracts cannot trigger actions |
| Automatic meeting reminders are supported | Automatic appointment reminders are supported | Meeting reminders send automatically | | | | Automated email and SMS appointment reminders | Send automatic reminders without manual follow-ups | | Auto-reminders (email only, no SMS) | Meeting reminders send automatically | Meeting reminders send automatically | Reminders exist for tasks only | Notifications exist, not bookings | Reminder pings exist, not bookings |
Automatic timezone detection | Timezone handling is supported | Timezone handling is supported | Timezones adjust automatically | | Timezone support for invoicing | Timezone detection built-in | | Handle timezones automatically without manual adjustments | | Timezone detection (basic support) | Timezones adjust automatically | Timezones adjust automatically | Handled by external calendars | Timezone exists per account | Handled by external calendars |
Paid appointments (Stripe/PayPal) | Stripe and PayPal at booking | Stripe, Square, PayPal at booking | Payments via integrations only | | | | | Collect payments during booking without extra steps | | | Fixed themes (non-customizable layouts) | | | Monday.com has no scheduling | Basecamp has no scheduling |
| Booking questions can be customized | Intake forms can be customized | You can customize booking forms | | | | | Build booking forms with full control over questions and layout | You can collect info on booking | | | | | Booking forms are not supported | |
Minimum notice / daily booking limits | Booking limits and notice rules are supported | Booking limits and notice rules are supported | You can set booking limits | | | | Set custom lead times and daily meeting caps | Set booking limits to control lead time and daily volume | Booking limits & notice supported | Notice periods (no per-event daily limits) | You can set booking limits | You can set booking limits | Scheduling is not supported | Scheduling is not supported | Scheduling is not supported |
Rescheduling and cancellation controls | Reschedule and cancel controls | Clients can reschedule or cancel | Clients can reschedule or cancel bookings | | | | Self-service rescheduling and cancellation options | Define flexible rules for rescheduling and cancellations | | | Clients can reschedule or cancel | Clients can reschedule or cancel | Scheduling is not supported | Monday.com has no scheduling | Scheduling is not supported |
Automated workflows builder | | | Workflow automation with triggers | | | Butler automation builder | Sequence-based workflows (no visual branching builder) | Build advanced workflows visually without code or rigid templates | Trigger-based automation, no visual builder | Contract, proposal, invoice, form triggers | AI-powered workflow builder with branching | Visual node-based Flows builder | 70+ rule templates with AI Smart Rules | AI-powered cross-board workflows | Basecamp has no automation builder |
| Triggers exist only for booking events | Automation exists only around bookings and emails | You can build trigger-based workflows | | Limited payment and invoice triggers | Butler rules and triggers | Triggers for leads, bookings, projects, and payments | Start workflows from real events across projects, clients, and payments | Event-driven automation supported | Contract signed, proposal accepted, form filled | You can automate actions with workflows | You can automate automation actions with workflows | Rules allow task-based automation | Item-based automations are supported | Workflow automation does not exist |
| Recurring workflows are not supported | Recurring workflows are not supported | Workflows can run on schedules | | | Scheduled Butler commands | Automated follow-up sequences on custom schedules | Run workflows on schedules you control, not fixed intervals | | | Workflows cannot repeat on a schedule | Workflows cannot repeat on a schedule | Possible via rules and integrations | Recurring automations exist with limits | Automation does not exist |
| Multi-step workflows are not supported | Multi-step workflows are not supported | You can chain multiple automation steps | | | Limited multi-step support | Chain multiple automated actions in a sequence | Chain multiple actions into one continuous automation | Single actions. Complex multi-step flows not supported | | Workflows can include multiple steps | Workflows can include multiple steps | Complex logic requires integrations | Multi-step automations are supported | Automation does not exist |
| Branching logic is not supported | Branching logic is not supported | Conditional logic is supported | | | | Linear sequences only (no conditional branching) | Create conditional paths instead of one-size-fits-all flows | | | Branching exists, but options are limited | Branching exists, but is limited | Limited logic without integrations | Conditional logic is supported | Automation does not exist |
| Delays exist only for reminders | Delays are limited to reminders | | | | Scheduled delays available | Add delays between sequence steps | Add precise timing between steps, down to minutes or days | Supported. You can delay workflow steps | | You can delay workflow steps | You can delay workflow steps | Delayed rules are supported | | Automation does not exist |
| Tasks, projects, and invoices are not supported | Tasks, projects, and invoices are not supported | Records can be created automatically with setup | | | | Limited to lead and project status updates | Create, update, or move records automatically across the system | Auto-create projects & invoices supported | Auto-create (projects and clients only) | Creation actions are limited | Creation actions are limited | | Tasks and boards can be created automatically | Automation does not exist |
| Event types can be duplicated | Appointment types can be duplicated | Records can be duplicated automatically | | | Move/copy cards and lists | Automated status transitions move leads through pipeline | Reorganize work automatically without manual cleanup | | | Items cannot be duplicated automatically | Items cannot be duplicated automatically | Tasks and projects can duplicate | Items can duplicate automatically | Projects can be duplicated manually |
| | Appointments can be deleted | Deletion requires safeguards and rules | | | | Manual archiving preferred for project security | Automatically archive or remove records based on rules | | | Items cannot be deleted via automation | Items cannot be deleted automatically | Deletion requires manual confirmation | Items can delete automatically | |
| API and webhooks are supported | API and webhooks are supported | You can trigger API calls and webhooks | | | | Zapier integration and outgoing webhooks supported | Trigger or receive real-time events from external systems | Supported via webhooks (no visual designer) | Webhooks (outgoing only, no incoming) | You cannot use APIs or webhooks | You cannot use APIs or webhooks | | API and webhooks are supported | Limited API access exists |
| Emails can be sent based on bookings | Emails can be sent based on booking events | Emails can be sent automatically | | Automated invoice and reminder emails | | Automated email sequences with smart fields | Send automated emails tied to real workflow events | Automation can trigger emails | Logo & colors (no custom domain) | Workflows can send emails | Workflows can send emails | Emails require integrations | Emails can be sent via automations | Emails cannot be automated |
| | | Comments can be posted via workflows | | | | No automated comment posting | Add notes or comments automatically where work happens | No internal commenting system | | You cannot post comments via automation | You cannot post comments via automation | | | Automation does not exist |
| Basic activity logs are supported | Basic activity logs are supported | Automation activity is logged | | | Limited automation history | Basic sequence history and activity log | See exactly what ran, when, and why | Basic activity log (no detailed execution history) | | You cannot view automation logs | You cannot view automation logs | | Automation logs are supported | Automation does not exist |
| Variables work in emails and booking questions | Variables work in emails and forms | Variables work across automation | | Basic invoice placeholders | | Smart fields and tokens for dynamic data injection | Pass data between steps dynamically without manual mapping | You can use tokens for dynamic data | | | | Variables exist inside rules | Formula and column values can be reused | Automation does not exist |
| Only scheduling modules are supported | Only scheduling modules are supported | Actions can trigger across modules | | Clients link to invoices and projects | No cross-board automation | Workflow triggers span leads, booking, and projects | Run workflows that span projects, tasks, proposals, invoices, and more | Linear only (limited cross-module connectivity) | | Forms, bookings, and payments trigger workflows | Forms, payments, and bookings trigger workflows | | Cross-board automations are supported | Automation does not exist |
| Intake questions with routing forms | Unlimited custom intake forms | Form builder with file uploads | | | | Professional, branded lead capture and intake forms | Build fully branded forms that match your workflow and client experience | Basic form templates, no branding control | Branded intake and questionnaire forms | Questionnaires with limited styling | Branded forms with smart fields | | WorkForms with branding and conditional logic | Basecamp has no form builder |
Drag-and-drop form builder | | Intake forms can be built visually | Contracts use structured templates, not free-form builders | | | | Visual form builder with custom field support | Design forms visually with full layout control, no code required | Template-based (fixed form structures) | Form editor (no true drag-and-drop) | You cannot visually build contracts | You can build contracts using form blocks | | | Contracts are not supported |
| | Form templates can be reused | You can reuse form templates | | | | Save and reuse common form structures | Reuse form structures without rebuilding from scratch | Included. You can save and reuse forms | Form templates with auto-CRM sync | You cannot reuse form templates | You can reuse form templates | Internal intake forms exist | | |
| Custom fields are supported only in booking forms and invitee records | Custom fields are supported only in intake forms and client records | You can add custom fields across modules | | | | Capture custom project and client data via forms | Collect structured data you can sort, filter, and report on | Included. You can add custom fields to forms | Custom fields (limited field types) | You can add custom fields | You can add custom fields to forms and records | You can create and reuse custom fields | Custom form fields are supported | Custom fields are not supported |
| Conditional logic exists in forms | Conditional logic is limited | Fields can change based on answers | | | | Static forms (no native conditional branching logic) | Show or hide fields based on responses, not static forms | Not supported. Forms are static | Conditional logic (limited complexity) | Fields cannot change based on answers | Fields can change based on answers | Conditional logic is limited | Conditional logic exists in forms | |
Instant email notifications | Notifications can trigger on submit | Submission notifications are supported | Notifications can send on submission | | | | Immediate email alerts for all form submissions | Get notified immediately when forms are submitted | Included. Email alerts on submission | Email notifications (no customization) | You can email on submission | You can email on submission | | Notifications can trigger on submit | |
| Automation applies only to booking events | Automation is limited to booking and payment events | Contracts can trigger workflows only if configured | | | | Submit forms to trigger project creation and sequences | Trigger automated workflows when a form is submitted | Included. Form submission can start workflows | Basic automation triggers (limited actions) | Contracts can trigger workflows | Contracts trigger workflows | Contracts cannot trigger workflows | Automations apply to items, not payments | Contracts cannot trigger actions |
| | | Forms can be embedded on websites | | | | Easy embedding on any website or landing page | Embed forms anywhere without layout restrictions | Included. You can embed forms on your site | Embed via iframe (limited styling control) | | | Forms can be shared via links | | |
Advanced field preferences | Field options are limited | Field behavior options are limited | Field behavior options are limited | No advanced field options | | | Standard required/optional field settings | Control required, hidden, and default field behavior | Basic field settings (no advanced validation) | | | Field behavior is limited | | WorkForms conditional logic | |
Comprehensive field types | Common field types are supported | Common field types are supported | Most common field types are available | | | | Support for text, choice, date, and file types | Collect text, files, dates, selections, and more | Standard fields (text, date, select) supported | | | | Many field types via custom fields | Many field types supported | |
| Signature fields are not supported | Signature fields are not supported | Forms can include signatures | E-signatures in contracts | | | Basic e-signatures (primarily via contract documents) | Collect legally binding signatures directly inside forms | Included. Electronic signatures available on forms | E-signature field (basic, no advanced options) | Forms can include signatures | Forms can include signatures | Signatures are not supported | Signatures are not supported | Signatures are not supported |
| File uploads as managed files are not supported | File uploads as managed files are not supported | | | | | Allow clients to upload assets directly via forms | Accept file uploads as part of form submissions | Included. Clients can upload files to forms | Clients can upload files to projects | | | | File uploads via WorkForms | |
Redirect after submission | Redirects after booking are supported | Redirects after submission are supported | Redirects after submission are supported | | | | Redirect to custom URL or thank-you page | Send submitters to a custom next step, not a fixed thank-you page | Included. Custom redirect links supported | | You cannot redirect after submit | You cannot redirect after submit | | | |
| | | Full CRM with lead portals | Contact database included | Client management included | | Integrated CRM for tracking leads and active projects | Manage contacts and companies in one connected system | Contact management with lead tracking | CRM with Deals pipeline for leads | Pipeline with AI lead prioritization | CRM with auto-created client records | | Contacts via boards, not native CRM | |
| Company records are not supported | Company records are not supported | You can group contacts into companies | | Client records only (no companies) | | Contact-first organization (basic company grouping) | Track organizations, not just individual contacts | Organization tracking (no separate company records) | Companies (basic info only, no hierarchy) | Companies exist, but contacts come first | Companies exist, contacts come first | Companies are not modeled | Companies can be modeled manually | Companies are not modeled |
Custom contact data fields | Custom fields exist for invitees only | Custom fields exist for contacts only | CRM fields are customizable | | | | Add custom CRM fields for contacts and leads | Collect and manage structured contact data you define | Included. Unlimited custom contact fields | Custom fields (text and select only) | | | CRM structure does not exist | Custom CRM fields are supported | CRM structure does not exist |
Complete activity timeline | Activity history is limited to meetings | Activity history is limited to bookings | Activity history exists across modules | Invoice and proposal history | Client activity history available | | Activity feed with project and message history | See every interaction with a client in one place | Included. Tracks interactions per contact | Activity log (projects and invoices only) | You can see full activity history | You can see full activity history | Activity is task-based only | | Activity is message-based only |
Contacts labeling and grouping | Tagging is supported via integrations | Contact tagging is supported | Contacts can be tagged and segmented | | | | Segment contacts by project type and lead status | Organize contacts flexibly without rigid pipelines | Included. Tag-based organization supported | Tags (no advanced segmentation) | You can tag and segment contacts | You can tag and segment contacts | Tags exist via custom fields | Tags and status columns are supported | |
Comprehensive knowledge base | A knowledge base is not supported | A knowledge base is not supported | You can create internal knowledge bases | | | | No native internal wiki or document builder | Create an internal wiki for processes, docs, and guides | Not supported. No built-in wiki or SOP system | | You cannot create an internal wiki | You cannot create an internal wiki | Pages exist but are not client-facing | Docs are supported, not a wiki system | Each project includes a document space |
Beautiful rich text pages | | | | | | | No native rich-text page builder | Write structured, formatted content without complexity | Not supported. No rich-text page builder | | Not supported (requires integration) | | | | |
| | | | | | | No native nested page support | Build deep knowledge hierarchies without limits | | | Not supported (requires integration) | | | | |
Granular page permissions | | | | | | | No native knowledge base permissions | Control exactly who can view or edit each page | | | Not supported (requires integration) | | | | |
Custom dashboards and pages | Calendly has no custom dashboards | Acuity has no custom dashboards | | | | | Fixed overview dashboard (not customizable) | Build dashboards around what matters to you, not fixed metrics | | Dashboard (fixed layout, no customization) | HoneyBook does not have custom dashboards | Dubsado has a home page, not custom dashboards | Reporting dashboards with custom charts | | Basecamp has no custom dashboards |
Drag-and-drop dashboard builder | No dashboard builder in Calendly | No dashboard builder in Acuity | Widget-based, no drag-drop | | No custom dashboard builder | | Fixed dashboard layout with preset widgets | Design dashboards visually with full layout control | Not supported. Dashboard is pre-configured | Pre-configured widgets only | Limited dashboard widgets | | | | No dashboard builder in Basecamp |
| | | | | Financial charts available | Dashboard view has charts | Basic financial and lead conversion charts | Visualize data with customizable charts | Basic financial charts (no custom chart creation) | Charts (revenue and time only) | | | | | |
| | | | | Key financial metrics displayed | Basic metrics in Dashboard | Track key revenue and booking metrics | Track key numbers without manual reporting | Standard metrics only (revenue, leads) | Metrics (revenue and project totals only) | | | | | |
| | | | | | | No native goal tracking widget | Monitor progress toward defined goals | Not supported. No internal goal tracking system | | Not supported (requires integration) | | | | No goals widget in Basecamp |
| | | | | | | No native dashboard notes widget | Add contextual notes directly to dashboards | Not supported. No dashboard notes widget | | Not supported (requires integration) | | | | |
| | | Limited calendar integration | | | | Integrated calendar with project and booking events | View upcoming events alongside work and metrics | Included. Agenda and upcoming tasks displayed | Calendar widget (upcoming tasks only) | | | | | |
| | | | Revenue and expense tracking | Comprehensive financial widgets | | High-level revenue and invoice tracking | Track revenue and expenses in the same view | Included. Revenue and pending payments tracking | Revenue tracking (invoices only, no expenses) | Revenue & invoice tracking | | | No financial widgets in Monday | |
| Calendly branding always visible | | Full white-label with custom domains | | Branding on invoices only | Cannot remove Trello brand | Remove Bloom branding on the Premium plan | Run the entire platform under your brand | | Documents and portal only (no admin theming) | HoneyBook branding, not white-label | Dubsado branding, not white-label | Asana branding always visible | Monday.com branding always visible | Basecamp branding always visible |
| Page colors can be customized | Admin interface theming is not supported | UI theme options are limited | | No interface customization | | Fixed interface colors (no admin theming) | Apply your brand colors across the system | Not supported. Themes are pre-defined | No admin interface theming | UI theme cannot be customized | UI theme cannot be customized | | Board colors can be customized | |
| Custom CSS is not supported | Custom CSS is not supported | Custom CSS is supported with constraints | | | | No custom CSS access for the interface | Fine-tune styling beyond basic theming | Not supported. No custom CSS access | | You cannot apply custom CSS | You cannot apply custom CSS | Custom CSS is not supported | Custom CSS is not supported | Custom CSS is not supported |
Custom login/signup pages | Custom login pages are not supported | Custom login pages are not supported | Login and signup pages can be customized | | | | Logo branding on fixed login structures | Use branded authentication pages instead of generic screens | Logo branding only (fixed layout) | Branded login (fixed layout) | Login pages cannot be customized | Login pages cannot be customized | Login pages cannot be customized | Custom login pages are not supported | Login pages cannot be customized |
| Email branding is limited | Email branding is supported | | | Logo on emails (Premium only) | | Logo inclusion (no complex template customization) | Send all system emails with your branding | Included. Add your logo to all messages | Logo in emails (no custom templates) | You can brand outgoing emails | You can brand outgoing emails | | Email branding is limited | |
| | | Font selection is limited | | | | No custom font upload support | Use your own fonts throughout the platform | Not supported. No custom font uploads | | You cannot use custom fonts | You cannot use custom fonts | Fonts cannot be customized | | Fonts cannot be customized |
| | Logo can be added to booking pages | | | | | Add your logo to portal, documents, and emails | Replace all platform logos with your own | Included. Your logo on documents and emails | Logo (documents and portal only) | | | Logos cannot be customized | | Logos cannot be customized |
| | | | | | | Connect a custom domain on the Premium plan | Run everything on your own domain | Not supported. Redirects to 17hats domain | | Not supported (requires integration) | | | | |
| | | | | | | Standard integrated email delivery (no custom SMTP) | Send emails from your own email infrastructure | Included. Send from your SMTP server | | Not supported (requires integration) | | | | |
| | | | | | | No native option to embed the full workspace | Embed Plutio directly into your website or product | | | Not supported (requires integration) | | | | |
| | Acuity has fixed structure | | | Fixed workspace structure | | Fixed creative-focused project hierarchy | Shape the platform to match how your business works | 17hats has fixed workspace | No workspace customization | HoneyBook has fixed workspace | Dubsado has fixed workspace | Asana structure is templated | | Basecamp has fixed structure |
| Workspace structure can be adjusted | Navigation customization is not supported | Navigation can be rearranged with setup | | | Limited menu customization | Fixed navigation (cannot rearrange main menu) | Add, remove, or reorder navigation items freely | Fixed menu (no customization) | Fixed menu (no customization) | You cannot customize navigation | You cannot customize navigation | Navigation cannot be customized | Workspace structure can be adjusted | Navigation cannot be customized |
| Menus cannot change per user | User-based menus are not supported | Menus depend on assigned roles | | Fixed menus for all users | | Same menu structure for all user types | Show different navigation for different roles | Not supported (fixed menu for all user roles) | | Menus are the same for all users | Menus are the same for all users | Menus are the same for all users | Menus cannot change per user | Menus are the same for all users |
| | User roles are limited to scheduling permissions | You can define custom roles | | | Admin, Member, Observer only | Limited preset roles (Admin, Member, Client) | Create role types beyond preset permissions | Basic roles only (no granular permissions) | 4 fixed roles (no custom) | You cannot define custom roles | You cannot define custom roles | Roles exist but are limited | | Custom roles are not supported |
Advanced user permissions | Advanced permissions are supported | Permissions apply only to scheduling access | Permissions can be configured in detail | | | Workspace-level permissions | Project and lead visibility controls | Control access at a granular level | Not supported (no granular permission settings) | Project permissions (no granular control) | Permissions are not configurable | Permissions are not configurable | Permissions are team-based | Advanced permissions are supported | Permissions are project-level only |
| Email & password login only | SSO is available on higher plans | SSO is available on higher plans | | | SSO via Atlassian (Enterprise) | No enterprise-grade SSO support | Support enterprise-grade single sign-on | Email & password login only | Email & password login only | | | SSO is supported on enterprise plans | Email & password login only | SSO is supported on higher plans |
| | Direct Stripe, Square, PayPal | Native integrations via API | | 100+ integrations available | | Zapier, Gmail, Outlook, and major payment gateways | Integrate with external systems without lock-in | Zapier plus direct integrations | Integrations (Zapier and Make only) | | | | 72+ integrations plus marketplace | Basic integrations via Doors |
| Zapier integration is supported | Zapier integration is supported | Zapier can connect to SuiteDash | | | | Full Zapier connectivity with triggers and actions | Connect to thousands of apps without custom code | Included. Full Zapier connectivity | Zapier (limited triggers and actions) | You can connect HoneyBook to Zapier | You can connect Dubsado to Zapier | | | Zapier integration exists |
| Make integration is supported | Make integration is supported | Make can connect to SuiteDash | | | | Possible via Zapier (no direct Make module) | Build advanced automation scenarios visually | | Make.com (limited modules) | You cannot connect via Make | You cannot connect via Make | | | Possible via Zapier or API |
| | | Pabbly can connect using API | | | | No native Pabbly Connect integration | Connect services without usage-based limits | | | You cannot connect via Pabbly | You cannot connect via Pabbly | | | |
| REST API access is supported | REST API access is supported | You can access a REST API | | | | No public REST API available for custom dev | Build custom integrations with full system access | Included. API access available for developers | REST API (read-only, limited endpoints) | | | Full REST API is available | | |
Incoming & outgoing webhooks | | | | | | | Outgoing webhooks available via settings | Send and receive real-time events | Supported. Automate events via webhooks | Webhooks (outgoing only, limited events) | | | | | |
| Mobile apps with scheduling | | Mobile-responsive, no native apps | | | | Native iOS and Android companion apps | Access your business from native mobile apps | | Mobile apps (iOS and Android, limited features) | Full-featured iOS and Android apps | iOS and Android with Tap to Pay | Full-featured mobile apps | Full-featured mobile apps | |
| | | Mobile app exists with limited functionality | | | | Native iPhone app for on-the-go management | | Limited features (legacy mobile interface) | iOS app (basic features only) | You can use HoneyBook on iOS | You can use Dubsado on iOS | | | |
| | | Android app exists with limited functionality | | Full Android app available | | Native Android app with basic project features | Full-featured Android app | Limited features (legacy mobile interface) | Android app (basic features only) | You can use HoneyBook on Android | You can use Dubsado on Android | | | |
| Desktop app wraps the web version | A native desktop app is not supported | No native Mac desktop app exists | | | | Web-based only (no native Mac desktop app) | Native macOS app for desktop workflows | Web only. No native Mac application | | | | Desktop app wraps the web version | Desktop app wraps the web version | Desktop app wraps the web version |
| Desktop app wraps the web version | A native desktop app is not supported | No native Windows desktop app exists | | | | Web-based only (no native Windows desktop app) | Native Windows app for desktop workflows | Web only. No native Windows application | Web only (no Windows app) | | | Desktop app wraps the web version | Desktop app wraps the web version | Desktop app wraps the web version |
