Effie

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Score7.5

Rank#35 of 134

PriceFree

Free planYes

Runs onWeb

Summary

Effie is a free, web-based platform that brings together client work, projects, billing and team delivery for service businesses. Users can import clients, capture leads with forms and track prospects through a pipeline. Projects can be broken into tasks, assigned and monitored, while time tracking combines one-click timers and manual entries with approval workflows, cost reporting and invoice-ready approved time. The 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 can answer questions about workspace data, suggest task rescheduling and draft 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.

Who it is for

Effie is aimed at service businesses, including creative, marketing, software, consulting, accounting, architecture, construction and home improvement firms. It may suit teams managing client leads, project tasks, proposals and tracked time in one web platform.

What is good

Client intake includes forms and a prospect pipeline
Time approvals can prepare hours for invoicing
Clients can sign proposals through a public link
Gmail workflows return replies to the user's inbox

What to know first

AI proposal drafting uses up to 4,000 characters of client website context

Verdict

Effie combines client workflows, project tracking, proposals, time approvals and billing for service businesses. It is free and advertises onboarding, migration help and support from real people.

Effie plans and pricing

All plans

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

Compared on proposal software

Free plan: Yestryeffie.com
AI proposal drafting: Yestryeffie.com
Pricing tables: Yestryeffie.com
Reusable content library: Yestryeffie.com
Client approvals: Yestryeffie.com
Electronic signatures: Yestryeffie.com

Facts

Built-in e-signatures: Yestryeffie.com · 20 Sept 2026
Product: Effie is an all-in-one platform for service businesses that combines projects, clients, billing and team delivery.tryeffie.com · 1 Oct 2026
Client workflow: Effie supports client import, lead-capture forms and a prospecting pipeline.tryeffie.com · 1 Oct 2026
Project management: Users can create projects, break them into tasks, assign work and monitor progress.tryeffie.com · 1 Oct 2026
Time tracking: Effie provides one-click timers, manual entries, approval workflows, cost reporting and invoice-ready approved time.tryeffie.com · 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 · 1 Oct 2026
Proposal limit: AI proposal drafting scrapes up to 4,000 characters of client website context.tryeffie.com · 1 Oct 2026
AI assistant: Ask Effie AI answers questions about workspace data, suggests task rescheduling and drafts proposals, contracts and email sections.tryeffie.com · 1 Oct 2026
Security: Ask Effie AI answers respect row-level security and only expose data the user can see.tryeffie.com · 1 Oct 2026
Integrations: Effie can invoice clients and accept card payments through Stripe.tryeffie.com · 1 Oct 2026
Gmail integration: Workflow emails can be sent from a connected Gmail account so replies return to the user’s inbox.tryeffie.com · 1 Oct 2026
Workflow automation: Workflows chain triggers, conditions and actions with scheduled or manual triggers and run history.tryeffie.com · 1 Oct 2026
Support: Effie advertises onboarding and migration help plus support from real humans.tryeffie.com · 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 · 1 Oct 2026