Cone vs Trumpet

Cone combines proposals, billing, payments, and practice management in one platform for professional service businesses. Users can create branded web proposals with customizable sections, engagement tracking, electronic signatures, and multiple pricing packages. Proposals can generate invoices, while recurring billing and payment collection can be automated. Practice-management tools cover projects, tasks, templates, client requests, time tracking, and document management. A client portal supports chat, file uploads, forms, and document signing. Listed integrations include QuickBooks Online, Xero, Zoho Books, Stripe, and GoCardless; Growth also lists Zapier and email among advanced integrations. Cone provides analytics, reporting, custom branding, and client activity tracking. It is available on web, Android, and iOS, with white-labelled mobile apps for client portals. Cone states SOC 2 Type 1 and GDPR compliance and advertises free migration support. There is a 14-day trial but no free plan.

Trumpet is a web-based product with free and paid per-user monthly plans. Listed capabilities include built-in e-signatures, client activity tracking, CRM integrations, custom branding, and analytics and reporting. The Free plan costs nothing forever, includes 10 Pods per account, and allows unlimited users. Pro costs $45 a month per user and is listed for up to five users. Scale costs $100 a month per user and allows unlimited users. Elite costs $160 a month per user and also allows unlimited users. Paid plans are billed monthly. Trumpet was founded in 2021 and is headquartered in London, England. The listed platform is web, with no other platform specified.