Evaluating CRM and PSA options?
Here’s how to think about it.

The CRM and PSA market splits into three kinds of platform. This page is a straight guide to which kind fits which kind of firm — written by someone selling you one of them, so weigh it accordingly. We recommend Avaro where it fits, and recommend something else where it doesn’t.

Three archetypes.
Which one are you evaluating?
The CRM & PSA market organises into three patterns. Each fits a different kind of firm. Understanding the pattern is more useful than comparing vendor-by-vendor.
01

Pure sales CRMs

Built around the sales pipeline. Fast to set up, typically priced from £10–30 per seat. Strong fit for pure-sales teams with no project-delivery, time-tracking or professional-services workflow. Deliberately focused, which is both the strength and the limit.

02

Broad enterprise suites

Sales, marketing, service and (sometimes) delivery on a single vendor — but typically sold as separate “hubs” or “clouds”, each priced individually. Most capable at scale and most extensible via large app ecosystems. Also the most expensive per seat and the longest to implement. Enterprise-first in pricing and complexity.

03

Services-specialist all-in-ones

CRM + PSA + marketing + contracts on a single platform with a single database. No separate hubs, no per-module pricing. Designed for professional-services firms — consulting, IT services, legal, recruitment, engineering. This is the category Avaro One sits in.

Six questions.
Your answers point to the type.
Each question lands on a likely-fit archetype. If most of your answers point to the same type, that’s probably the shape of tool you should be evaluating. None of these questions is about vendor preference — they’re about your firm.
1. Do you bill clients for time?

If yes, you need PSA — timesheets, billable/non-billable classification, invoice generation from tracked time. Pure CRMs don’t cover this. Enterprise suites typically cover it via separately-priced add-ons. Services all-in-ones cover it natively.

2. Do you run projects with deliverables, milestones and resource allocation?

If yes, same answer: PSA matters. Pure CRMs are not designed for this. Enterprise suites handle it through project-automation add-ons. Services all-in-ones include Gantt, dependencies, resource allocation and utilisation natively.

3. Do contracts and e-signatures move through your sales pipeline?

If yes, contract-lifecycle management (CLM) matters — templates, approvals, signing order, renewals. Pure CRMs typically rely on third-party e-signature add-ons. Enterprise suites offer CLM as a separately-priced module. Services all-in-ones usually include both e-signatures and CLM.

4. Is your team primarily sales, or primarily services delivery?

Sales-primarily teams (the whole point of the team is to close deals) fit a pure CRM very well. Services-primarily teams (the whole point is delivering client work) fit an all-in-one. Mixed teams typically resolve to an all-in-one because the delivery half has requirements a pure CRM cannot meet.

5. How much customisation and third-party integration will you need?

Heavy customisation plus 50+ third-party integrations points firmly to an enterprise suite — the ecosystem is the product. Lighter integration needs and a preference for included-by-default fit an all-in-one. Minimal customisation plus a single sales process fits a pure CRM.

6. What’s your team size, and how cost-sensitive is the decision?

Small teams (under 10) that are very cost-sensitive: pure CRM. Mid-market firms (20–200) wanting enterprise capability without enterprise pricing: all-in-one. 200+ staff with a dedicated CRM admin team and a six-figure annual software budget: enterprise suite.

Built for one archetype.
Designed for honesty.
Avaro One is a services-specialist all-in-one. That’s not a marketing boast, it’s a category — and it determines who we serve well and who we don’t.
One Platform

CRM, PSA, marketing, e-sign — one database

Sales, project delivery, marketing automation, e-signatures, contract lifecycle, people development and finance run on the same database. No separate hubs, no sync layer, no "which system is right?" debates at month-end.

One Price

Every capability included in every plan

£35–65 per seat per month, across 250+ features. No per-envelope e-signature fees, no marketing-contact tiering, no add-on modules. The per-seat price is the entire cost.

Services-First

Eight engagement templates, purpose-built

T&M, Fixed Price, Retainer, Managed Services, Staff Aug, Assessment, Training, Outcome-Based. The delivery half of the product was built from the workflows of firms whose product is their people.

UK/EU Ready

Data residency + compliance included

UK and EU data residency, GDPR-ready DSAR / breach / consent workflows, eIDAS-compliant e-signatures, full audit trail. Compliance is included, not a premium tier.

Avaro isn’t right for every firm.
Here’s who should look elsewhere.
If your situation fits any of these four patterns, a different tool will serve you better. Saying that plainly is how we earn trust with the firms we are the right answer for.
01

You’re 3+ years into an existing CRM with custom workflows

Migration cost — people time, data cleanup, re-training, integration rebuilds — typically exceeds the annual saving. If your current platform works, keep it and invest in optimising what you have. Avaro is the wrong ROI call for you.

02

Your team is purely sales with no services workflow

A focused sales CRM will serve you better and cost less. Avaro’s PSA, e-signature and contract capabilities are paid-for whether you use them or not. Pay for what you need.

03

You need 100+ third-party integrations and a large app marketplace

We don’t have an app marketplace. We’re all-inclusive by design, not integration-first. If a big third-party ecosystem is core to how your firm works, an enterprise suite will fit your need better.

04

You’re evaluating ERP-class software

We’re a CRM + PSA platform. If you need full finance general-ledger, manufacturing planning, supply-chain management or multi-entity consolidation, you’re looking at a different category of product entirely.

The only price comparison
that matters is yours
Rather than publish a table of competitor prices that goes out of date every quarter, we built a TCO calculator that takes your current stack as input. Enter what you pay for CRM, project management, e-signatures, marketing automation and contract management today. The calculator returns a side-by-side with Avaro One. You’re the only person with the accurate number for your firm — the calculator just does the arithmetic.
Run the TCO calculator →

Still weighing
your options?

Talk to someone who will tell you honestly whether Avaro fits — or doesn’t. We’re more interested in the right fit than the next signup.