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Effie
What it is
Effie is a web platform for service businesses that brings client work, projects, billing and team delivery together. It supports client imports, lead-capture forms and a prospecting pipeline. Teams can create projects, assign tasks and follow progress, while time tools include one-click timers, manual entries, approvals, cost reporting and approved time prepared for invoicing. Proposal features include branded editing, AI drafting, fixed or percentage deals, online acceptance, reusable content and pipeline analytics. AI proposal drafting can use up to 4,000 characters of a client website as context. Clients can accept and sign proposals through a public link without downloading a PDF. Ask Effie AI answers questions about workspace data, suggests task rescheduling and drafts proposals, contracts and email sections; its answers respect row-level security. Effie supports Stripe invoicing and card payments, and connected Gmail accounts can send workflow emails with replies returning to the user's inbox. Workflows combine triggers, conditions and actions, with scheduled or manual starts and run history. A free plan is available at no cost, with no credit card required.
For and against
For
- Free plan requires no credit card.
- Tracks projects, tasks and progress.
- Offers approval-based time tracking and cost reporting.
- Clients can sign proposals via a public link.
- Workflow emails can use connected Gmail.
Against
- AI drafting uses at most 4,000 website-context characters.
- Web is the only listed platform.
The verdict
Effie combines client management, project tracking, time approval and proposals in one web workspace. Its free plan includes AI proposal drafting, pricing tables, reusable content and client approvals.
Who it suits
Effie suits service businesses, including creative, marketing, software, consulting, accounting, architecture, construction and home improvement teams that want client, project and billing workflows in one platform.
Plans and prices
Free
No credit card required
Read 1 Oct 2026 · tryeffie.com
On the record
- AI assistant
- Ask Effie AI answers questions about workspace data, suggests task rescheduling and drafts proposals, contracts and email sections.tryeffie.com · read 1 Oct 2026
- Audience
- Effie is positioned for service businesses and lists industries including creative, marketing, software, consulting, accounting, architecture, construction and home improvement.tryeffie.com · read 1 Oct 2026
- Client workflow
- Effie supports client import, lead-capture forms and a prospecting pipeline.tryeffie.com · read 1 Oct 2026
- Electronic signatures
- Clients can accept and sign proposals from a public link without downloading a PDF.tryeffie.com · read 1 Oct 2026
- Built-in e-signatures
- Yestryeffie.com · read 20 Sep 2026
- Gmail integration
- Workflow emails can be sent from a connected Gmail account so replies return to the user’s inbox.tryeffie.com · read 1 Oct 2026
- Integrations
- Effie can invoice clients and accept card payments through Stripe.tryeffie.com · read 1 Oct 2026
- Product
- Effie is an all-in-one platform for service businesses that combines projects, clients, billing and team delivery.tryeffie.com · read 1 Oct 2026
- Project management
- Users can create projects, break them into tasks, assign work and monitor progress.tryeffie.com · read 1 Oct 2026
- Proposal limit
- AI proposal drafting scrapes up to 4,000 characters of client website context.tryeffie.com · read 1 Oct 2026
- Proposals
- The proposal tool supports branded editing, AI drafting, fixed and percentage deals, online acceptance, reusable content and pipeline analytics.tryeffie.com · read 1 Oct 2026
- Security
- Ask Effie AI answers respect row-level security and only expose data the user can see.tryeffie.com · read 1 Oct 2026
- Support
- Effie advertises onboarding and migration help plus support from real humans.tryeffie.com · read 1 Oct 2026
- Time tracking
- Effie provides one-click timers, manual entries, approval workflows, cost reporting and invoice-ready approved time.tryeffie.com · read 1 Oct 2026
- Workflow automation
- Workflows chain triggers, conditions and actions with scheduled or manual triggers and run history.tryeffie.com · read 1 Oct 2026
