Ratings and Reviews 1 Rating
Ratings and Reviews 28 Ratings
Alternatives to Consider
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Shape SoftwareShape Software's specialized sales and marketing automation platform enables you to oversee all elements of your enterprise from a single interface. This cloud-based solution provides a variety of tools designed to assist in managing and automating your digital marketing efforts, including promotions through text, email, and online advertisements, while also capturing leads from various online channels. Additionally, it helps in nurturing potential clients and managing projects throughout your day. You can enhance customer interactions by offering a secure portal that simplifies your intake workflows, utilize ShapeIQ to systematically evaluate leads, and generate comprehensive custom reports. Begin increasing your revenue by exploring the versatile range of services that Shape offers today, ensuring that you stay ahead in an ever-evolving market.
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CreatioCreatio is an agentic CRM and workflow platform with no-code and AI at its core, enabling organizations to automate workflows and manage customer relationships with unmatched flexibility and speed. Its intuitive no-code platform—combining visual application design, drag-and-drop process automation, and embedded AI—empowers business users to build and evolve applications of any complexity without heavy IT dependency. Teams can orchestrate both structured and unstructured workflows, leverage real-time analytics, and create dynamic dashboards, all while accelerating development cycles by up to 10×. At the core of the platform are AI agents that can understand context, analyze data, make decisions, and execute tasks across end-to-end workflows. This agentic approach enables organizations to automate not just tasks, but entire business processes—driving higher efficiency, faster time-to-value, and improved business outcomes. Creatio also offers a rich marketplace of pre-built applications, industry workflows, and connectors, allowing organizations to rapidly extend capabilities and adapt to evolving business needs. Built on a modern, AI-native architecture, the platform ensures seamless integration and scalability across the enterprise ecosystem. The Creatio CRM suite unifies marketing, sales, and service on a single platform with embedded AI agents, delivering a cohesive and intelligent customer journey. Organizations can deploy the full suite or individual modules, gaining the flexibility to scale and innovate while maintaining a single source of truth across all customer-facing operations.
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Act!Act! Advantage is a full front-office CRM solution with all-new functionality, including Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadens its footprint across your entire front office and reduces your need for costly, third-party tools. Select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.
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PlanfixThe Planfix platform empowers organizations to oversee their complete business operations online. No matter the size or sector of the company, Planfix serves as an exceptional tool for project and work management. This platform provides your organization with a highly customizable management system, allowing for tailored process designs and visual elements to suit your needs. Combining features such as task and project management, CRM, sales, marketing, production, logistics, support services, accounting, and human resources, Planfix offers a comprehensive solution that integrates various aspects of business operations. Data flows smoothly between teams, ensuring that a transaction at the implementation phase can seamlessly evolve into a project and then be handed over to support. Planfix is ideal for a diverse range of entities, including businesses, non-profit organizations, public associations, and any collective striving towards a mutual goal. With the trust of 7,724 companies, it streamlines business workflows for over 68,000 users, enhancing efficiency and collaboration across the board. The versatility and robustness of the Planfix platform make it a valuable asset for any organization aiming to improve its operational effectiveness.
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InfoFloSimplifying case management software enables you to concentrate on your non-profit organization effectively. With an all-encompassing view of your cases available from a single dashboard, you can eliminate the need for spreadsheets and access your information from any device, no matter where you are. InfoFlo offers a tailored system designed to cater to your specific requirements while remaining budget-friendly. This way, you can enhance your operational efficiency without breaking the bank.
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KantataKantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. With a platform that connects everything from scoping to resourcing to forecasting, you can always deliver amazing. The real challenge for most PS organizations is that their projects are so unpredictable. They never really know how an engagement is going to play out until it’s too late to do anything about it. And that undermines profits, strains resources, and leaves clients wondering what they’re really paying for. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team: so you can deploy resources based on the best match for scope, scheduling, skillsets, and more • Easily amplify institutional knowledge: by turning past experience into real-time intelligence so all your expertise is available to all your people • Confidently forecast every outcome: with an accurate, comprehensive view of everything from revenue and margins to capacity and sentiment Not every services firm operates the same way and your PSA shouldn’t either. Kantata is the only PSA offering both a Salesforce-native and an open infrastructure option, so you can choose the ecosystem that fits your business. With over 1,200 prebuilt connectors including Salesforce, NetSuite, HubSpot, Workday, Sage Intacct, Microsoft Dynamics 365, Google Workspace, and Jira — Kantata extends the value of your existing tech stack while keeping all your operational data connected in one AI-powered platform.
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LoftyLofty, previously known as Chime, offers an innovative platform that merges a robust AI-driven CRM with widely-used functionalities such as our Dynamic CMA, automated social media marketing, and an impressive IDX website, all while being recognized for its user-friendliness. Specifically crafted for real estate professionals eager to enhance their lead generation and closing capabilities, our intuitive system ensures that agents of any experience level can effortlessly achieve impressive outcomes. Regardless of an agent's tenure in the real estate sector or their technical proficiency, Lofty empowers them to deliver results seamlessly. Are you seeking an AI assistant that actively engages with potential clients around the clock and adapts to its conversations? We provide that capability. Interested in a geo-farming tool to uncover elusive seller leads within your locality? It's already integrated into our system. In addition, our award-winning software is designed to align with team dynamics and helps you differentiate yourself from the competition, offering you everything you need and beyond. If your goal is to close MORE deals at a much quicker pace, Lofty is the solution you’ve been waiting for! Explore the possibilities with us today!
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Planview AdaptiveWorkPlanview AdaptiveWork, which was formerly known as Clarizen, provides PMOs and professional services teams of all sizes with the ability to gain immediate insight into their operations, optimize workflows, proactively manage risks, and improve overall business performance. By aligning with the strategic goals of the organization, teams can enhance workforce productivity, ensuring that their efforts are focused on executing the most essential tasks in a timely manner. The platform enables effective tracking, management, and prioritization of work requests, ensuring that each request is equipped with all the essential details for execution. Additionally, its seamless bi-directional integration with CRM systems, coupled with custom triggers, allows for the effortless capture of opportunity details, which is vital for planning client projects. Furthermore, the platform automates and regulates the different phases of the request lifecycle, such as submission, scoring, prioritization, routing, and approval, making the transition from requests to actionable projects, tasks, or work items much smoother. This all-encompassing strategy not only enhances operational efficiency but also promotes a culture of accountability and transparency throughout the organization, ultimately leading to better decision-making and project outcomes. By leveraging these capabilities, teams can adapt more readily to changes and challenges in the business environment.
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Project InsightProject Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business. Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams. With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients. The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources. Additional AI-powered features include what if simulations to generate tradeoffs when priorities change and AI-generated project templates (WBS). Whether you are moving from basic spreadsheet project tracking or you have a sophisticated PMO with a complex web of unique business processes, Project Insight has the broad feature set to help you grow as you go. Our onboarding teams are known for being the best in the business and our platform can be fully customized to manage projects and data the way your company needs to.
What is Daylite for Mac?
Daylite is a business operations platform designed to help service-based businesses spend less time on administration and more time earning income. It brings together CRM, sales tracking, project management, email integration, calendars, tasks, and notes in one cohesive application. Built exclusively for Mac, iPhone, and iPad, Daylite works seamlessly within the Apple ecosystem. Every client interaction is automatically linked, creating a complete business history that’s searchable and organized. Users can manage leads, nurture relationships, and convert opportunities without juggling spreadsheets or separate apps. Email integration allows messages to become tasks, appointments, or deals in a single click. Projects are structured with connected timelines, communication history, and deliverables. Team collaboration is simplified with shared access to relevant client and project information. Daylite reduces tool clutter and eliminates redundant subscriptions. Offline capabilities ensure productivity continues even without internet access. Its customizable workflows adapt to industries like real estate, legal, consulting, and marketing. Daylite empowers professionals to run more organized, profitable businesses with less stress.
What is Airtable?
Airtable is an AI-powered platform for building business applications, connecting workflows, and managing operational data across teams. The platform helps organizations replace fragmented tools with a shared workspace where data, collaboration, automation, and AI can work together. Airtable enables AI app building through conversational workflows, allowing teams to create production apps at prototype speed without deep technical expertise. Its no-code components help users build interfaces, processes, and applications around their team’s critical data. Airtable agents can reason dynamically across thousands of records and orchestrate actions across workflows, making AI part of day-to-day operations rather than a separate chat experience. Omni gives teams a way to build enterprise-grade applications using their own Airtable data. The platform supports AI workflow use cases such as campaign ideation, event invitee research, competitive customer feedback analysis, translation, and regulatory review. Airtable’s enterprise capabilities include HyperDB, large-scale record limits, support for tens of thousands of users, and access to AI models from OpenAI, Gemini, Llama, Anthropic, and other providers. Administration features include admin roles, robust permissions, fine-grained RBAC, AI controls, programmatic provisioning, de-provisioning, and identity-provider synced groups. Security and compliance features include ISO, HIPAA, SOC 2, no customer data retained or used to train AI models, AWS-based model execution, EKM, data loss prevention, audit logs, e-discovery, and regional data residency. By combining AI app building, AI agents, no-code workflows, enterprise data scale, automation, governance, and collaboration, Airtable helps teams build connected systems that support long-term operational success.
Integrations Supported
Chat Agents
Google Calendar
Mailchimp
Quickwork
Raklet
Stackreaction
Wufoo
Integrations Supported
Chat Agents
Google Calendar
Mailchimp
Quickwork
Raklet
Stackreaction
Wufoo
1C
AI Office Bot
Activepieces
API Availability
API Availability
Has API
Pricing Information
$29.00/month/user
$29 USD per month per user when paid monthly. $24 USD per month per user when paid annually.
Free Version
Free Trial Offered?
Pricing Information
$20/user/month
Free - $0
Team - $20 per user per month
Business - $45 per user per month
Enterprise - price on request
Team - $20 per user per month
Business - $45 per user per month
Enterprise - price on request
Free Version
Free Trial Offered?
Supported Platforms
SaaS
iPhone
iPad
Mac
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Marketcircle
Date Founded
1999
Company Location
Canada
Company Website
www.daylite.app/
Company Facts
Organization Name
Airtable
Date Founded
2013
Company Location
United States
Company Website
airtable.com
Categories and Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Task Management
Project Management
Collaboration Tools
Customizable Templates
Milestone Tracking
Resource Management
Traditional Methodologies
Real Estate CRM
Contact Management
Email Marketing
Interaction Tracking
Lead Management
Referral Tracking
Segmentation
Work Management
Not specified
Categories and Features
Agentic AI
Not specified
AI Agents
Not specified
AI App Generators
Not specified
AI Automation
Not specified
AI Mobile App Builders
Not specified
Collaboration
Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing
Contact Management
Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Group Management
Interaction Tracking
Lead Management
Sales Pipeline Management
Search / Filter
Segmentation
Content Marketing
Brand Management
Campaign Management
Categorization / Grouping
Distribution Management
Editorial Calendar
Multi-Channel Publishing
Publish Scheduling
SEO Management
Social Media Management
Video Management
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Database
Backup and Recovery
Creation / Development
Data Migration
Data Replication
Data Search
Data Security
Database Conversion
Mobile Access
Monitoring
NOSQL
Relational Interface
Database Management Systems (DBMS)
Not specified
Digital Asset Management
Asset Categorization
Asset Library
Asset Sharing
Customizable Branding
Metadata Management
Search Within Document
Search/Filter
Version Control
Workflow Management
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Source Tracking
Product Management
Collaboration
Feedback Collection
Idea Management
Milestone Tracking
Prioritization
Product Roadmapping
Release Management
Requirements Management
Resource Management
Workflow Management
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Interaction Tracking
Lead Management
Segmentation
Relational Database
Not specified
Task Management
Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View
Work Management
Not specified
Workflow Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Customizable Dashboard
Document Management
Forms Management
Mobile Access
Task Management
Third Party Integrations
Workflow Configuration