Proposals
Branded templates, e-signatures, Stripe payments, QuickBooks payment links
Cost-plus proposal builder with mass editing
CRM
Full CRM with pipeline, lead scoring, email sync
Sales pipeline tracking
Email & calendar integration
Native Gmail, Outlook, and calendar sync. Create customers, projects, work orders, invoices from email
Not available
Project management
Work orders, scheduling, task management
Location-based PM with multi-system tracking per property
Time tracking
Yes, mobile and desktop
Yes
Inventory management
Included on all plans
Yes: barcode scanning, serial tracking, project-based allocation, virtual warehouses
Service management
Via customer portal and work orders
Service work orders and service scheduling
Location-based architecture
Project-based (customers can have multiple projects)
Yes: all systems, docs, and service tied to physical location
Website builder
SEO-ready website and blogs included
Not available
Social media
Echo social media, SEO, and blogs included
Not available
Marketing services
Managed marketing services available for existing customers
Not available
Customer portal
Yes: projects, invoices, change orders, service
Not available
Mobile app
Yes, iOS and Android
Yes
Extended warranty
SureBright extended warranty options included
Not available
FINANCIALS & INTEGRATIONS
Invoicing
Built-in with QuickBooks, Xero, Stripe, and QuickBooks payment links
QuickBooks integration
D-Tools SI integration
Not available
Yes
Portal.io integration
Not available
Yes
AI features
Bob the AI, email intelligence, content generation, product search
Not available
Pricing
Published tiers, all features at every tier
Contact for pricingNot published on projx360.com