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SPECIFICTION
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Effie

tryeffie.com

Free plan Web
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Spec score 7.7 #66 of 134 in Proposal Software

What it is

Effie is a web platform for service businesses that combines client work, projects, billing, and team delivery. Users can import clients, capture leads with forms, and track prospects through a pipeline. Projects can be divided into tasks, assigned, and monitored, while time tracking includes timers, manual entries, approval workflows, cost reporting, and approved time prepared for invoices. Its proposal tool supports branded editing, AI drafting, fixed or percentage deals, online acceptance, reusable content, and pipeline analytics. AI proposal drafting uses up to 4,000 characters of client website 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 can invoice clients and accept card payments through Stripe. 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. The Free plan costs nothing, with no credit card required.

Spec sheet

Product
Effie is an all-in-one platform for service businesses that combines projects, clients, billing and team delivery.Read 1 Oct 2026 · tryeffie.com
Audience
Effie is positioned for service businesses and lists industries including creative, marketing, software, consulting, accounting, architecture, construction and home improvement.Read 1 Oct 2026 · tryeffie.com
Free plan
YesRead 20 Sep 2026 · tryeffie.com
Integrations
Effie can invoice clients and accept card payments through Stripe.Read 1 Oct 2026 · tryeffie.com
Security
Ask Effie AI answers respect row-level security and only expose data the user can see.Read 1 Oct 2026 · tryeffie.com
Support
Effie advertises onboarding and migration help plus support from real humans.Read 1 Oct 2026 · tryeffie.com
AI assistant
Ask Effie AI answers questions about workspace data, suggests task rescheduling and drafts proposals, contracts and email sections.Read 1 Oct 2026 · tryeffie.com
Built-in e-signatures
YesRead 20 Sep 2026 · tryeffie.com
Client workflow
Effie supports client import, lead-capture forms and a prospecting pipeline.Read 1 Oct 2026 · tryeffie.com
Electronic signatures
Clients can accept and sign proposals from a public link without downloading a PDF.Read 1 Oct 2026 · tryeffie.com
Gmail integration
Workflow emails can be sent from a connected Gmail account so replies return to the user’s inbox.Read 1 Oct 2026 · tryeffie.com
Project management
Users can create projects, break them into tasks, assign work and monitor progress.Read 1 Oct 2026 · tryeffie.com
Proposal limit
AI proposal drafting scrapes up to 4,000 characters of client website context.Read 1 Oct 2026 · tryeffie.com
Proposals
The proposal tool supports branded editing, AI drafting, fixed and percentage deals, online acceptance, reusable content and pipeline analytics.Read 1 Oct 2026 · tryeffie.com
Time tracking
Effie provides one-click timers, manual entries, approval workflows, cost reporting and invoice-ready approved time.Read 1 Oct 2026 · tryeffie.com
Workflow automation
Workflows chain triggers, conditions and actions with scheduled or manual triggers and run history.Read 1 Oct 2026 · tryeffie.com

Plans and prices

Free Free No credit card required Read 1 Oct 2026 · tryeffie.com

Every Effie plan and price →

Strong points and limits

Strong points

  • Tracks leads, projects, tasks, and billable time.
  • Clients can sign proposals from a public link.
  • AI answers respect row-level security.
  • Free plan requires no credit card.

Limits

  • AI proposal drafting uses up to 4,000 characters of website context.
  • The listed platform is web only.

Who it suits

Effie suits service businesses that manage client relationships, project work, proposals, and billable time in one workspace. Listed industries include creative, marketing, software, consulting, accounting, architecture, construction, and home improvement.

Verdict

Effie brings client, project, time, and proposal workflows together for service businesses. Its free plan has no listed price beyond free, and the platform is listed for web.

Where Specifiction places it

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