Software for agencies and consulting firms
Agencies and consulting firms sell time. What matters is time tracking per project, a CRM for quotes and emails, and accounting with QR-bill and VAT.
Our recommendation
- Time tracking: ZEIT AG · Cheapest matching solution: TimeStatement
- CRM: HubSpot CRM
- Accounting: bexio · Cheapest matching solution: Magic Heidi
Time tracking
Assign every hour to the right project and client.
What matters: Book time to projects
Our recommendation: ZEIT AG (meets all criteria and has the highest score)
| Solution | Book time to projects | Score | Prices |
|---|---|---|---|
| ZEIT AG | ✓ Yes | 100Excellent | Price on request |
| TimeStatement | ✓ Yes | 83Very good | from CHF 0 / month |
| TimeSafe | ✓ Yes | 83Very good | from CHF 2 / month |
| Clockodo | ✓ Yes | 83Very good | from EUR 0 / month |
| ClickTime | ✓ Yes | 67Good | from CHF 41 / year |
CRM
Write quotes and file emails with the client.
What matters: Create quotes, Email integration
Our recommendation: HubSpot CRM (meets all criteria and has the highest score)
| Solution | Create quotes | Email integration | Score | Prices |
|---|---|---|---|---|
| HubSpot CRM | ✓ Yes | ✓ Yes | 80Very good | from CHF 0 / month |
| Zoho CRM | ✓ Yes | ✓ Yes | 80Very good | from CHF 0 / month |
| Pipedrive | ✓ Yes | ✓ Yes | 80Very good | from USD 14 / month |
| monday sales CRM | ✓ Yes | ✓ Yes | 60Good | from USD 12 / month |
| Salesforce Sales Cloud | ✓ Yes | ✓ Yes | 60Good | from EUR 25 / month |
Accounting
QR-bills and VAT return.
What matters: QR-bill, VAT return
Our recommendation: bexio (meets all criteria and has the highest score)
| Solution | QR-bill | VAT return | Score | Prices |
|---|---|---|---|---|
| bexio | ✓ Yes | ✓ Yes | 100Excellent | from CHF 35 / month |
| KLARA | ✓ Yes | ✓ Yes | 100Excellent | from CHF 55 / month |
| Magic Heidi | ✓ Yes | ✓ Yes | 86Very good | from CHF 0 / month |
| Run my Accounts | ✓ Yes | ✓ Yes | 86Very good | from CHF 0 / month |
| Swiss21 | ✓ Yes | ✓ Yes | 86Very good | from CHF 0 / month |
How the recommendations are made: we count how many of the listed criteria a solution meets according to our checked data, then the score for the software type counts, then the lower price. Commissions have no influence. We have not tested the programs in our own business. How we rate