Feature by feature

Every Capability, Side by Side

What it costs, what you get, what costs extra, and what we do not do yet, next to three of the best-known business software suites. We call them Big Boy 1, 2 and 3. Where one of them is ahead, we say so.

Work Out Your Cost Jump to the Features

What it costs

Your Team, Your Total

Move the slider to your team size and tick what you need. Our price is for the whole workspace, so it does not move with the slider. Theirs mostly do.

Us
$209.10
per month, for the whole workspace
No one-time fees
- Core CRM$84.15
- Quotes & Proposals$41.65
- Contracts & e-Sign$41.65
- Payment Portal$41.65
The same figure whatever the team size.
Big Boy 1
$850
per month
No one-time fees published
- Its professional revenue tier
- E-signatures: Capped at 25 signatures per user a month
- Invoices and payments: Payments in the US, Canada and UK only
Whether its revenue tier carries its own onboarding fee is not published. It also advertises lower promotional seat prices to new customers.
Big Boy 2
$1,000
per month
No one-time fees published
- Its professional suite
Configurable quoting would add $1,500 a month.
- Invoices and payments: Needs its revenue product and an enterprise-level edition; not in this figure
- E-signatures: Not advertised on the pages we read
Big Boy 3
$450
per month
No one-time fees published
- Its lowest plan with the payment portal
- E-signatures: Not advertised on the pages we read

Theirs: based on published list prices, checked on September 16, 2026, in US dollars, before tax and payment fees. Everyone on the team is given a seat in each product that is needed. They may offer discounts, and your own quote may differ. Paid-yearly prices are shown as a monthly figure.

Not advertised
Capped or limited
Sold separately, not in the figure
Billing note

A worked example

A Ten-Person Service Business

A 10-person service business wants selling and quotes, e-signatures, invoices and payments, customer surveys and a website, paid yearly. Here is what each side comes to, and what is still missing.

Us
$292.40
per month, for the whole workspace
No one-time fees
- Core CRM$84.15
- Quotes & Proposals$41.65
- Contracts & e-Sign$41.65
- Payment Portal$41.65
- Ratings & Surveys$41.65
- Site Builder$41.65
The same figure whatever the team size.
Big Boy 1
$2,250
per month
Plus $1,500 in required one-time fees
- Its professional revenue tier
- Its professional service tier
- Its professional website tier
- E-signatures: Capped at 25 signatures per user a month
- Invoices and payments: Payments in the US, Canada and UK only
Whether its revenue tier carries its own onboarding fee is not published. Assumes three people are enough to edit the website. It also advertises lower promotional seat prices to new customers.
Big Boy 2
$1,000
per month
No one-time fees published
- Its professional suite
Configurable quoting would add $1,500 a month.
- Invoices and payments: Needs its revenue product and an enterprise-level edition; not in this figure
- E-signatures: Not advertised on the pages we read
- Customer surveys: Not advertised on the pages we read
- A website: Not advertised on the pages we read
Big Boy 3
$450
per month
No one-time fees published
- Its lowest plan with the payment portal
- E-signatures: Not advertised on the pages we read
- Customer surveys: Not advertised on the pages we read
- A website: Web forms only; no website builder advertised

Based on published list prices, checked on September 16, 2026, before tax, payment fees and any discount they may offer.

What you get

Capability by Capability

For each capability we say whether it is included, included with a limit, costs extra, is not offered, or simply is not mentioned on their public pages.

Our add-ons each cost one flat price for the whole workspace, however many people use them. What each one costs is on the pricing page.

How to Read This

Included: Part of what you get.
Included, with a limit: There, but with a limit we spell out.
Costs extra: Available for an additional charge, such as an add-on or a higher tier.
Not offered: Not available today.
Not advertised: We could not find it on their public pages. That does not prove they lack it.

Show only where we differWhere one side offers something the other does not

Showing 70 of 70 capabilities

Selling

Customers, companies and contacts, with your own fields
Us
Included, with a limitYour own fields on customer records; not on deals yet
Big Boy 1
Included
Big Boy 2
Included
Big Boy 3
Included
Deal pipelines
Us
Included, with a limitOne fixed set of statuses; no drag-and-drop board yet
Big Boy 1
Included
Big Boy 2
Included
Big Boy 3
IncludedYour own stages
Sales forecasts
Us
Not offered
Big Boy 1
Costs extraIts professional sales tier
Big Boy 2
Included
Big Boy 3
IncludedBased on deal probability
Sales territories
Us
Not offered
Big Boy 1
Not advertised
Big Boy 2
Included
Big Boy 3
Not advertised
A price list used on every quote
Us
Included
Big Boy 1
Costs extraIts separately priced revenue product
Big Boy 2
Not advertised
Big Boy 3
Included
Quotes customers can accept and sign online
Us
Costs extraQuotes & Proposals add-on, one flat price. Approvals, versions and view tracking
Big Boy 1
Costs extraIts separately priced revenue product, professional tier and up
Big Boy 2
Costs extraStarts at its professional suite
Big Boy 3
Included, with a limitQuotes, but no signing advertised
E-signatures without a monthly cap
Us
Costs extraContracts & e-Sign add-on, one flat price. No cap on signatures
Big Boy 1
Included, with a limitCapped at 25 or 50 per user a month, by tier
Big Boy 2
Not advertised
Big Boy 3
Not advertised
Products with options, rules about what goes together, and bundles
Us
Costs extraQuotes & Proposals add-on, one flat price. Quantity discounts on a single option are saved but not yet applied
Big Boy 1
Costs extraEnterprise tier of its revenue product
Big Boy 2
Costs extraIts revenue product, priced per user
Big Boy 3
Not advertised
Automatic sales tax on quotes
Us
Not offered
Big Boy 1
Costs extraIts revenue product, professional tier
Big Boy 2
Not advertised
Big Boy 3
Not advertised
Lead scoring
Us
Included, with a limitOne fixed formula
Big Boy 1
Costs extraIts professional tier
Big Boy 2
Included, with a limitNeeds a history of at least 1,000 leads
Big Boy 3
Not advertised
Deals in more than one currency
Us
Not offered
Big Boy 1
Included, with a limit5 currencies on its starter tier, 30 on professional
Big Boy 2
Not advertised
Big Boy 3
Not advertised

Getting Paid

Invoices and card or bank payments
Card processing fees are set by the payment account you connect.
Us
Costs extraPayment Portal add-on, one flat price. Card and bank transfer, partial payments, refunds and reconciliation
Big Boy 1
Included, with a limitIn the US, Canada and UK
Big Boy 2
Costs extraIts revenue product, at its enterprise level
Big Boy 3
Included, with a limitFrom its second plan up
Saved cards and autopay
Us
Costs extraPayment Portal add-on, one flat price
Big Boy 1
Not advertised
Big Boy 2
Not advertised
Big Boy 3
Not advertised
Wallets, pay-later and international bank debits
Us
Not offeredCard and bank transfer only
Big Boy 1
Included
Big Boy 2
Not advertised
Big Boy 3
Not advertised
Subscriptions with proration and automatic retries
Us
Included, with a limitRecurring invoices and reminders only
Big Boy 1
Included
Big Boy 2
Costs extraIts revenue billing product
Big Boy 3
Included, with a limitSubscription billing; details not published
Commissions, expenses and payroll files from the same deals
Us
Costs extraFinance add-on, one flat price. Finance dashboards are still being finished
Big Boy 1
Not advertised
Big Boy 2
Costs extraOnly in its top per-user tier
Big Boy 3
Not advertisedBilling advertised; commissions not

Serving Customers

Support tickets with queues and response-time clocks
Us
Costs extraSupport Desk add-on, one flat price. Round-robin assignment, opening hours and paused clocks
Big Boy 1
Costs extraIts professional service tier, priced per seat
Big Boy 2
Costs extraIts service product, priced per user
Big Boy 3
Included, with a limitTickets; response times are reported, not timed
A help center your customers can search
Us
Costs extraSupport Desk add-on, one flat price. No rich-text article editor yet
Big Boy 1
Costs extraIts service product
Big Boy 2
Costs extraIts service product; editable articles cost more
Big Boy 3
Included
Live chat on your website that becomes a ticket
Us
Costs extraSupport Desk add-on, one flat price
Big Boy 1
Costs extraIts professional service tier
Big Boy 2
Not advertised
Big Boy 3
Not advertised
A customer portal with a single sign-in
Us
Included, with a limitA private link per invoice, ticket and project; no single sign-in yet
Big Boy 1
Costs extraIts service product
Big Boy 2
Costs extraPartner portal, priced per login
Big Boy 3
Included, with a limitFrom its second plan up
Ratings and surveys after every job
Us
Costs extraRatings & Surveys add-on, one flat price. No cap on surveys
Big Boy 1
Costs extraIts professional service tier
Big Boy 2
Not advertised
Big Boy 3
Not advertised
Click-to-call with every call logged on the customer
Us
Costs extraCalling add-on, one flat price. Works with seven phone providers; calls are billed by yours
Big Boy 1
Included, with a limitCalling minutes pooled by tier
Big Boy 2
Included, with a limitIts voice product; price and editions not published
Big Boy 3
Not advertised
Call recording
Us
Costs extraCalling add-on, one flat price. Off until you switch it on, with consent rules by area
Big Boy 1
Costs extraIts professional tier
Big Boy 2
Included, with a limitPrice and editions not published
Big Boy 3
Not advertised
Two-way texts, saved on the customer
Us
Included
Big Boy 1
Not advertised
Big Boy 2
Not advertised
Big Boy 3
Not advertised
Booking links and calendar sync
Us
Included, with a limitWorks with one email and calendar provider so far
Big Boy 1
Costs extraIts starter tier and up
Big Boy 2
Not advertised
Big Boy 3
Included, with a limitCalendar sync; booking links not advertised
Projects and tasks with dependencies that enforce order
Us
Costs extraProjects & Workflow add-on, one flat price. Work-in-progress limits and a customer status page
Big Boy 1
Not advertised
Big Boy 2
Not advertised
Big Boy 3
Included

Marketing

Email campaigns to a list
Our bounces and spam complaints that arrive after sending are not collected yet.
Us
Costs extraEmail Marketing add-on, one flat price. No A/B tests yet
Big Boy 1
Costs extraIts marketing product, priced by seat and contact count
Big Boy 2
IncludedIn its entry suite
Big Boy 3
Included
Follow-up sequences that stop when someone replies
Sequences come with the Sales Prospector add-on.
Us
Included, with a limitEmail, text and to-do steps; they do not stop on a reply yet
Big Boy 1
Costs extraIts professional tier
Big Boy 2
Costs extraExtra below its top editions
Big Boy 3
Not advertised
Lead search and filling in company details
Us
Costs extraSales Prospector add-on, one flat price. Details are charged per company or contact filled in
Big Boy 1
Not advertised
Big Boy 2
Not advertised
Big Boy 3
Not advertised

People

Staff records, time off, timeclock and scheduling
Us
Costs extraHuman Resources add-on, one flat price
Big Boy 1
Not advertised
Big Boy 2
Not advertised
Big Boy 3
Not advertisedTimesheets only
Job posts, a careers page, video interviews and offers
Us
Costs extraHiring add-on, one flat price
Big Boy 1
Not advertised
Big Boy 2
Not advertised
Big Boy 3
Not advertised
Courses, quizzes and certificates that expire
Us
Costs extraTraining add-on, one flat price
Big Boy 1
Not advertised
Big Boy 2
Not advertised
Big Boy 3
Not advertised
Points, a leaderboard and a rewards store for your team
Us
Costs extraTeam Engagement add-on, one flat price
Big Boy 1
Not advertised
Big Boy 2
Not advertised
Big Boy 3
Not advertised

Operations

Time tracked against a job, approved and turned into a bill
Us
Costs extraBillable Time add-on, one flat price. Rates and closed weeks are frozen
Big Boy 1
Not advertised
Big Boy 2
Not advertised
Big Boy 3
Included
Stock by location, reserved against deals and quotes
Us
Costs extraInventory Management add-on, one flat price
Big Boy 1
Not advertised
Big Boy 2
Not advertised
Big Boy 3
Not advertisedA product list only
Suppliers, purchase orders, receiving and a bid board
Us
Costs extraVendors & Procurement add-on, one flat price
Big Boy 1
Not advertised
Big Boy 2
Not advertised
Big Boy 3
Not advertised
Files with versions and share links that expire
Us
Included
Big Boy 1
Not advertised
Big Boy 2
Not advertised
Big Boy 3
Not advertised
Saved views and lists that update themselves
Us
Not offered
Big Boy 1
Included
Big Boy 2
Not advertised
Big Boy 3
Included
Finding and merging duplicates
Us
Included, with a limitExact name matches only; no merge yet
Big Boy 1
IncludedAutomatic, on all plans
Big Boy 2
Included
Big Boy 3
Included, with a limitMerging listed in its developer tools
Spreadsheet import with a preview that can update existing records
Us
Included, with a limitAdds new records, with undo; no preview and no updates yet
Big Boy 1
Included, with a limit500 imports a day on paid plans
Big Boy 2
Included, with a limit50,000 records at a time
Big Boy 3
Not advertised
Change any field on many records at once
Us
Included, with a limitTags, owner, lists and delete only
Big Boy 1
Included
Big Boy 2
Not advertised
Big Boy 3
Not advertised

Websites

A website on your own domain, built from blocks
Us
Costs extraSite Builder add-on, one flat price
Big Boy 1
Costs extraIts separately priced website product
Big Boy 2
Not advertised
Big Boy 3
Not advertisedWeb forms only
Website forms that land as new leads or tickets
Us
Costs extraWith Site Builder or Support Desk
Big Boy 1
Costs extraIts professional service tier
Big Boy 2
Not advertised
Big Boy 3
Included
A careers page on your own domain
Us
Costs extraHiring add-on, one flat price
Big Boy 1
Not advertised
Big Boy 2
Not advertised
Big Boy 3
Not advertised

Reporting and Automation

A report builder with dashboards
Us
Costs extraReport Builder add-on, one flat price. One source per report and one dashboard
Big Boy 1
Costs extraIts professional tier
Big Boy 2
Included
Big Boy 3
Included
Rules: when this happens, do that
Us
Costs extraRules add-on, one flat price. Runs about every five minutes; no branches yet
Big Boy 1
Costs extraIts professional tier
Big Boy 2
Included, with a limitFive flows on its entry suite
Big Boy 3
IncludedNo detail published

Connections and Security

An API other systems can write to
Us
Included, with a limitRead-only for now, and only for what your add-on modules hold; no scoped keys or rate limits yet
Big Boy 1
Included
Big Boy 2
Included
Big Boy 3
Included, with a limitFrom its second plan up
Signed, retried notifications to your other systems
Us
Included, with a limitSix kinds of event; not signed or retried yet
Big Boy 1
IncludedRetried for up to a day
Big Boy 2
Included
Big Boy 3
Not advertised
Two-way accounting sync
Us
Included, with a limitSends to one accounting system on a button; not two-way
Big Boy 1
IncludedTwo-way data sync on all plans
Big Boy 2
Not advertised
Big Boy 3
IncludedTwo accounting systems on all plans
A directory of connections with step-by-step setup guides
Us
IncludedEach with live status and a plain-language guide
Big Boy 1
Not advertised
Big Boy 2
Not advertised
Big Boy 3
Not advertised
A marketplace of add-ons from other companies
Us
Not offered
Big Boy 1
Included
Big Boy 2
Included
Big Boy 3
Included, with a limitA general connector service is advertised
An app to install on your phone
Us
Not offeredEvery screen works in a phone browser
Big Boy 1
IncludedNo offline use
Big Boy 2
IncludedWorks offline
Big Boy 3
Included, with a limitListed on all plans; one app was last updated in 2020
Access by role, with per-person overrides
Us
IncludedPay, cost and recordings sit behind their own permission
Big Boy 1
Included, with a limitPermission sets at its enterprise tier
Big Boy 2
Included, with a limitFrom its professional tier
Big Boy 3
Included
Permissions on individual fields
Us
Not offered
Big Boy 1
Costs extraIts enterprise tier
Big Boy 2
Included, with a limitFrom its professional tier
Big Boy 3
Not advertised
Two-step sign-in
Us
Not offeredBeing built now
Big Boy 1
Included
Big Boy 2
Included
Big Boy 3
Not advertised
Single sign-on
Us
Not offeredBeing built now
Big Boy 1
Costs extraIts professional tier and up, per its help article
Big Boy 2
Included
Big Boy 3
Not advertised
Password rules, session limits and trusted-address sign-in
Us
Not offered
Big Boy 1
Included, with a limitTrusted addresses from its starter tier
Big Boy 2
Not advertised
Big Boy 3
Included, with a limitTrusted addresses on all plans
A searchable log of who changed what
Us
Included, with a limitChanges are recorded; no screen to search them yet
Big Boy 1
Included, with a limitMostly 30 days, from its starter tier
Big Boy 2
IncludedSetup changes kept 180 days
Big Boy 3
Not advertised
Export your whole workspace yourself
Us
Not offeredBeing built now; until then, ask us
Big Boy 1
Included
Big Boy 2
Not advertised
Big Boy 3
Included
A choice of where your data is stored
Us
Not offered
Big Boy 1
Included
Big Boy 2
Included
Big Boy 3
Included
A test copy of your workspace
Us
Not offered
Big Boy 1
Costs extraIts enterprise tier
Big Boy 2
Included, with a limitFrom its professional tier
Big Boy 3
Not advertised
A public status page
Us
Not offeredBeing built now
Big Boy 1
Not advertised
Big Boy 2
Not advertised
Big Boy 3
Not advertised
Support access that needs your say-so, runs out and is logged
Us
IncludedNeeds a reason and a time limit, and starts read-only
Big Boy 1
Not advertised
Big Boy 2
Not advertised
Big Boy 3
Included, with a limitAn on/off switch
A public page on security and privacy
Us
Included
Big Boy 1
Included
Big Boy 2
Included
Big Boy 3
Included, with a limitAnswered in its FAQ

Pricing Model

Add people without the price going up
Us
IncludedOne price for the workspace
Big Boy 1
Not offeredPriced per seat, for each product
Big Boy 2
Not offeredPriced per user, with add-ons per user
Big Boy 3
Included, with a limitA few people included, then per user
No setup or onboarding fee
Us
Included
Big Boy 1
Not offeredRequired one-time onboarding on its professional and enterprise tiers
Big Boy 2
Not advertised
Big Boy 3
Not advertisedPaid onboarding packages mentioned
Pay month to month
Us
IncludedMonthly or yearly
Big Boy 1
Not advertised
Big Boy 2
Included, with a limitEntry suite only; higher tiers are billed yearly
Big Boy 3
IncludedMonthly or yearly
Try it before you pay
Us
Included14-day trial of the parts you pick, no payment details asked for
Big Boy 1
Not advertised
Big Boy 2
Not advertised
Big Boy 3
Included14-day trial
A free plan that never ends
Us
Not offered
Big Boy 1
Included, with a limitUp to two users
Big Boy 2
Included
Big Boy 3
Not advertised
Signatures, surveys and calls not rationed by tier
Us
IncludedSignatures, surveys and calls are not rationed. First drafts are included up to a monthly allowance, and a workspace can add its own key for more
Big Boy 1
Not offeredSignatures and calling minutes are capped by tier
Big Boy 2
Not advertised
Big Boy 3
Not advertised

Capability by capability: what we include compared with three well-known business software suites
Capability	UsOne price for the workspace	Big Boy 1Priced per seat, for each product	Big Boy 2Priced per user, for each product	Big Boy 3A base price, then per user
Selling
Customers, companies and contacts, with your own fields	Included, with a limitYour own fields on customer records; not on deals yet	Included	Included	Included
Deal pipelines	Included, with a limitOne fixed set of statuses; no drag-and-drop board yet	Included	Included	IncludedYour own stages
Sales forecasts	Not offered	Costs extraIts professional sales tier	Included	IncludedBased on deal probability
Sales territories	Not offered	Not advertised	Included	Not advertised
A price list used on every quote	Included	Costs extraIts separately priced revenue product	Not advertised	Included
Quotes customers can accept and sign online	Costs extraQuotes & Proposals add-on, one flat price. Approvals, versions and view tracking	Costs extraIts separately priced revenue product, professional tier and up	Costs extraStarts at its professional suite	Included, with a limitQuotes, but no signing advertised
E-signatures without a monthly cap	Costs extraContracts & e-Sign add-on, one flat price. No cap on signatures	Included, with a limitCapped at 25 or 50 per user a month, by tier	Not advertised	Not advertised
Products with options, rules about what goes together, and bundles	Costs extraQuotes & Proposals add-on, one flat price. Quantity discounts on a single option are saved but not yet applied	Costs extraEnterprise tier of its revenue product	Costs extraIts revenue product, priced per user	Not advertised
Automatic sales tax on quotes	Not offered	Costs extraIts revenue product, professional tier	Not advertised	Not advertised
Lead scoring	Included, with a limitOne fixed formula	Costs extraIts professional tier	Included, with a limitNeeds a history of at least 1,000 leads	Not advertised
Deals in more than one currency	Not offered	Included, with a limit5 currencies on its starter tier, 30 on professional	Not advertised	Not advertised
Getting Paid
Invoices and card or bank paymentsCard processing fees are set by the payment account you connect.	Costs extraPayment Portal add-on, one flat price. Card and bank transfer, partial payments, refunds and reconciliation	Included, with a limitIn the US, Canada and UK	Costs extraIts revenue product, at its enterprise level	Included, with a limitFrom its second plan up
Saved cards and autopay	Costs extraPayment Portal add-on, one flat price	Not advertised	Not advertised	Not advertised
Wallets, pay-later and international bank debits	Not offeredCard and bank transfer only	Included	Not advertised	Not advertised
Subscriptions with proration and automatic retries	Included, with a limitRecurring invoices and reminders only	Included	Costs extraIts revenue billing product	Included, with a limitSubscription billing; details not published
Commissions, expenses and payroll files from the same deals	Costs extraFinance add-on, one flat price. Finance dashboards are still being finished	Not advertised	Costs extraOnly in its top per-user tier	Not advertisedBilling advertised; commissions not
Serving Customers
Support tickets with queues and response-time clocks	Costs extraSupport Desk add-on, one flat price. Round-robin assignment, opening hours and paused clocks	Costs extraIts professional service tier, priced per seat	Costs extraIts service product, priced per user	Included, with a limitTickets; response times are reported, not timed
A help center your customers can search	Costs extraSupport Desk add-on, one flat price. No rich-text article editor yet	Costs extraIts service product	Costs extraIts service product; editable articles cost more	Included
Live chat on your website that becomes a ticket	Costs extraSupport Desk add-on, one flat price	Costs extraIts professional service tier	Not advertised	Not advertised
A customer portal with a single sign-in	Included, with a limitA private link per invoice, ticket and project; no single sign-in yet	Costs extraIts service product	Costs extraPartner portal, priced per login	Included, with a limitFrom its second plan up
Ratings and surveys after every job	Costs extraRatings & Surveys add-on, one flat price. No cap on surveys	Costs extraIts professional service tier	Not advertised	Not advertised
Click-to-call with every call logged on the customer	Costs extraCalling add-on, one flat price. Works with seven phone providers; calls are billed by yours	Included, with a limitCalling minutes pooled by tier	Included, with a limitIts voice product; price and editions not published	Not advertised
Call recording	Costs extraCalling add-on, one flat price. Off until you switch it on, with consent rules by area	Costs extraIts professional tier	Included, with a limitPrice and editions not published	Not advertised
Two-way texts, saved on the customer	Included	Not advertised	Not advertised	Not advertised
Booking links and calendar sync	Included, with a limitWorks with one email and calendar provider so far	Costs extraIts starter tier and up	Not advertised	Included, with a limitCalendar sync; booking links not advertised
Projects and tasks with dependencies that enforce order	Costs extraProjects & Workflow add-on, one flat price. Work-in-progress limits and a customer status page	Not advertised	Not advertised	Included
Marketing
Email campaigns to a listOur bounces and spam complaints that arrive after sending are not collected yet.	Costs extraEmail Marketing add-on, one flat price. No A/B tests yet	Costs extraIts marketing product, priced by seat and contact count	IncludedIn its entry suite	Included
Follow-up sequences that stop when someone repliesSequences come with the Sales Prospector add-on.	Included, with a limitEmail, text and to-do steps; they do not stop on a reply yet	Costs extraIts professional tier	Costs extraExtra below its top editions	Not advertised
Lead search and filling in company details	Costs extraSales Prospector add-on, one flat price. Details are charged per company or contact filled in	Not advertised	Not advertised	Not advertised
People
Staff records, time off, timeclock and scheduling	Costs extraHuman Resources add-on, one flat price	Not advertised	Not advertised	Not advertisedTimesheets only
Job posts, a careers page, video interviews and offers	Costs extraHiring add-on, one flat price	Not advertised	Not advertised	Not advertised
Courses, quizzes and certificates that expire	Costs extraTraining add-on, one flat price	Not advertised	Not advertised	Not advertised
Points, a leaderboard and a rewards store for your team	Costs extraTeam Engagement add-on, one flat price	Not advertised	Not advertised	Not advertised
Operations
Time tracked against a job, approved and turned into a bill	Costs extraBillable Time add-on, one flat price. Rates and closed weeks are frozen	Not advertised	Not advertised	Included
Stock by location, reserved against deals and quotes	Costs extraInventory Management add-on, one flat price	Not advertised	Not advertised	Not advertisedA product list only
Suppliers, purchase orders, receiving and a bid board	Costs extraVendors & Procurement add-on, one flat price	Not advertised	Not advertised	Not advertised
Files with versions and share links that expire	Included	Not advertised	Not advertised	Not advertised
Saved views and lists that update themselves	Not offered	Included	Not advertised	Included
Finding and merging duplicates	Included, with a limitExact name matches only; no merge yet	IncludedAutomatic, on all plans	Included	Included, with a limitMerging listed in its developer tools
Spreadsheet import with a preview that can update existing records	Included, with a limitAdds new records, with undo; no preview and no updates yet	Included, with a limit500 imports a day on paid plans	Included, with a limit50,000 records at a time	Not advertised
Change any field on many records at once	Included, with a limitTags, owner, lists and delete only	Included	Not advertised	Not advertised
Websites
A website on your own domain, built from blocks	Costs extraSite Builder add-on, one flat price	Costs extraIts separately priced website product	Not advertised	Not advertisedWeb forms only
Website forms that land as new leads or tickets	Costs extraWith Site Builder or Support Desk	Costs extraIts professional service tier	Not advertised	Included
A careers page on your own domain	Costs extraHiring add-on, one flat price	Not advertised	Not advertised	Not advertised
Reporting and Automation
A report builder with dashboards	Costs extraReport Builder add-on, one flat price. One source per report and one dashboard	Costs extraIts professional tier	Included	Included
Rules: when this happens, do that	Costs extraRules add-on, one flat price. Runs about every five minutes; no branches yet	Costs extraIts professional tier	Included, with a limitFive flows on its entry suite	IncludedNo detail published
Connections and Security
An API other systems can write to	Included, with a limitRead-only for now, and only for what your add-on modules hold; no scoped keys or rate limits yet	Included	Included	Included, with a limitFrom its second plan up
Signed, retried notifications to your other systems	Included, with a limitSix kinds of event; not signed or retried yet	IncludedRetried for up to a day	Included	Not advertised
Two-way accounting sync	Included, with a limitSends to one accounting system on a button; not two-way	IncludedTwo-way data sync on all plans	Not advertised	IncludedTwo accounting systems on all plans
A directory of connections with step-by-step setup guides	IncludedEach with live status and a plain-language guide	Not advertised	Not advertised	Not advertised
A marketplace of add-ons from other companies	Not offered	Included	Included	Included, with a limitA general connector service is advertised
An app to install on your phone	Not offeredEvery screen works in a phone browser	IncludedNo offline use	IncludedWorks offline	Included, with a limitListed on all plans; one app was last updated in 2020
Access by role, with per-person overrides	IncludedPay, cost and recordings sit behind their own permission	Included, with a limitPermission sets at its enterprise tier	Included, with a limitFrom its professional tier	Included
Permissions on individual fields	Not offered	Costs extraIts enterprise tier	Included, with a limitFrom its professional tier	Not advertised
Two-step sign-in	Not offeredBeing built now	Included	Included	Not advertised
Single sign-on	Not offeredBeing built now	Costs extraIts professional tier and up, per its help article	Included	Not advertised
Password rules, session limits and trusted-address sign-in	Not offered	Included, with a limitTrusted addresses from its starter tier	Not advertised	Included, with a limitTrusted addresses on all plans
A searchable log of who changed what	Included, with a limitChanges are recorded; no screen to search them yet	Included, with a limitMostly 30 days, from its starter tier	IncludedSetup changes kept 180 days	Not advertised
Export your whole workspace yourself	Not offeredBeing built now; until then, ask us	Included	Not advertised	Included
A choice of where your data is stored	Not offered	Included	Included	Included
A test copy of your workspace	Not offered	Costs extraIts enterprise tier	Included, with a limitFrom its professional tier	Not advertised
A public status page	Not offeredBeing built now	Not advertised	Not advertised	Not advertised
Support access that needs your say-so, runs out and is logged	IncludedNeeds a reason and a time limit, and starts read-only	Not advertised	Not advertised	Included, with a limitAn on/off switch
A public page on security and privacy	Included	Included	Included	Included, with a limitAnswered in its FAQ
Pricing Model
Add people without the price going up	IncludedOne price for the workspace	Not offeredPriced per seat, for each product	Not offeredPriced per user, with add-ons per user	Included, with a limitA few people included, then per user
No setup or onboarding fee	Included	Not offeredRequired one-time onboarding on its professional and enterprise tiers	Not advertised	Not advertisedPaid onboarding packages mentioned
Pay month to month	IncludedMonthly or yearly	Not advertised	Included, with a limitEntry suite only; higher tiers are billed yearly	IncludedMonthly or yearly
Try it before you pay	Included14-day trial of the parts you pick, no payment details asked for	Not advertised	Not advertised	Included14-day trial
A free plan that never ends	Not offered	Included, with a limitUp to two users	Included	Not advertised
Signatures, surveys and calls not rationed by tier	IncludedSignatures, surveys and calls are not rationed. First drafts are included up to a monthly allowance, and a workspace can add its own key for more	Not offeredSignatures and calling minutes are capped by tier	Not advertised	Not advertised

Being straight with you

Where They Are Ahead Today

Sales forecasts
Big Boy 1, Big Boy 2, Big Boy 3
Sales forecasts and deal pipelines with stages, probabilities and a drag-and-drop board.
Sales territories
Big Boy 2
Sales territories for large sales teams.
Automatic sales tax on quotes
Big Boy 1
Sales tax worked out automatically on quotes.
Lead scoring
Big Boy 1, Big Boy 2
Lead scores you can shape yourself, rather than one fixed formula.
Deals in more than one currency
Big Boy 1
Deals and quotes in several currencies.
Wallets, pay-later and international bank debits
Big Boy 1
More ways to pay: phone wallets, pay-later and international bank debits.
Subscriptions with proration and automatic retries
Big Boy 1, Big Boy 2
Full subscription billing, with proration and automatic payment retries.
Support tickets with queues and response-time clocks
Big Boy 1, Big Boy 2
Deeper help desks: more channels, skills-based routing and automatic answers.
A customer portal with a single sign-in
Big Boy 1, Big Boy 3
A portal where a customer signs in once and sees all their tickets, invoices and projects.
Click-to-call with every call logged on the customer
Big Boy 1, Big Boy 2
Call transcripts, phone menus and ringing on a phone app; the larger suite adds contact-center depth.
Email campaigns to a list
Big Boy 1, Big Boy 2
More mature email marketing: A/B tests, send-time options and late-bounce handling.
Follow-up sequences that stop when someone replies
Big Boy 1, Big Boy 2
Sequences that stop on a reply and track opens and clicks; the larger suite also branches.
Saved views and lists that update themselves
Big Boy 1, Big Boy 3
Named, saved views, and lists that keep themselves up to date.
Finding and merging duplicates
Big Boy 1, Big Boy 2, Big Boy 3
Duplicate detection and merging.
Change any field on many records at once
Big Boy 1
Bulk editing of any field.
A report builder with dashboards
Big Boy 1, Big Boy 2
Several dashboards with filters, calculated columns and reports that join related data.
Rules: when this happens, do that
Big Boy 1, Big Boy 2
Automation that runs instantly, branches, and starts on a schedule or a date.
An API other systems can write to
Big Boy 1, Big Boy 2, Big Boy 3
An API that can create and change records. Ours can only read today.
Signed, retried notifications to your other systems
Big Boy 1, Big Boy 2
Outgoing notifications that are retried when your system is down.
Two-way accounting sync
Big Boy 1, Big Boy 3
Accounting and data sync that runs both ways, with more systems to choose from.
A marketplace of add-ons from other companies
Big Boy 1, Big Boy 2
Marketplaces of ready-made add-ons from other companies.
An app to install on your phone
Big Boy 1, Big Boy 2, Big Boy 3
Apps to install from an app store. Every one of our screens works in a phone browser, but there is nothing to install yet.
Two-step sign-in
Big Boy 1, Big Boy 2
Two-step sign-in. Ours is being built now.
Single sign-on
Big Boy 1, Big Boy 2
Single sign-on. Ours is being built now.
Password rules, session limits and trusted-address sign-in
Big Boy 1, Big Boy 3
Limiting sign-in to trusted addresses.
A searchable log of who changed what
Big Boy 1, Big Boy 2
An activity log you can search yourself.
Export your whole workspace yourself
Big Boy 1, Big Boy 3
A full export you run yourself. Ours is being built now.
A choice of where your data is stored
Big Boy 1, Big Boy 2, Big Boy 3
A choice of region for where your data lives.
A test copy of your workspace
Big Boy 2
A test copy of your setup to try changes safely.
A free plan that never ends
Big Boy 1, Big Boy 2
A free plan that never runs out. We offer a trial of the parts you pick instead.

We are working on these. If one of them decides it for you, tell us on the first call.

About This Comparison

Big Boy 1, Big Boy 2 and Big Boy 3 are well-known business software suites. The comparison is based on their public pricing and feature pages as of the date below. “Not advertised” means we did not find it on those pages, not that it does not exist. Their figures are published list prices; they may offer discounts, and features and prices change. If something here is out of date, tell us and we will fix it.

Last checked: September 16, 2026

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Pick the parts you need, see one total for the whole workspace, and try it before you pay.

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Every Capability, Side by Side

Your Team, Your Total

Us

Big Boy 1

Big Boy 2

Big Boy 3

A Ten-Person Service Business

Us

Big Boy 1

Big Boy 2

Big Boy 3

Capability by Capability

How to Read This

Selling

Getting Paid

Serving Customers

Marketing

People

Operations

Websites

Reporting and Automation

Connections and Security

Pricing Model

Where They Are Ahead Today

Sales forecasts

Sales territories

Automatic sales tax on quotes

Lead scoring

Deals in more than one currency

Wallets, pay-later and international bank debits

Subscriptions with proration and automatic retries

Support tickets with queues and response-time clocks

A customer portal with a single sign-in

Click-to-call with every call logged on the customer

Email campaigns to a list

Follow-up sequences that stop when someone replies

Saved views and lists that update themselves

Finding and merging duplicates

Change any field on many records at once

A report builder with dashboards

Rules: when this happens, do that

An API other systems can write to

Signed, retried notifications to your other systems

Two-way accounting sync

A marketplace of add-ons from other companies

An app to install on your phone

Two-step sign-in

Single sign-on

Password rules, session limits and trusted-address sign-in

A searchable log of who changed what

Export your whole workspace yourself

A choice of where your data is stored

A test copy of your workspace

A free plan that never ends

About This Comparison

See what your setup comes to.