Ratings and Reviews 11 Ratings
Ratings and Reviews 0 Ratings
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Planview PortfoliosPlanview Enterprise One™ seamlessly combines business and technology planning to enhance resource optimization and foster innovative products, services, and customer experiences, thereby accelerating the execution of strategic initiatives. It facilitates the management and delivery of various work types and technology applications. By converting business needs into standards aligned with strategic goals, the platform helps in minimizing costs and reducing risks. This comprehensive solution accommodates all work methodologies, including agile, iterative, traditional, and collaborative approaches. It helps maintain team productivity by effectively balancing workload and resources, ensuring maximum resource utilization. With a scalable user interface, it keeps all team members aligned with key priorities to achieve desired results. Additionally, it guarantees that projects are completed on time and within budget, allowing for the maintenance of schedules and milestones. Enhanced performance insights are provided through user-friendly dashboards, which further support project tracking and team accountability. This holistic approach empowers organizations to navigate complex project landscapes with confidence and clarity.
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AsanaAsana is a powerful work management platform built to help organizations plan, manage, and execute work from one shared system. It brings teams and AI together to streamline collaboration, reduce complexity, and improve visibility across all levels of an organization. By connecting tasks, projects, and goals, Asana ensures everyone understands how their work contributes to broader business outcomes. Its AI-driven features automate updates, identify potential blockers, and help teams focus on high-impact work. Asana supports a wide range of use cases, including project tracking, strategic planning, content calendars, product launches, and onboarding. The platform is designed to work across departments such as marketing, operations, IT, sales, healthcare, and government. With over 300 integrations, Asana fits seamlessly into existing tech stacks without disrupting established workflows. Enterprise-grade security, compliance options, and specialized offerings like Asana Gov make it suitable for highly regulated environments. The platform scales easily from startups to global enterprises with thousands of users. Asana has earned trust through proven performance and customer satisfaction. Its intuitive interface and rich learning resources help teams get started quickly and stay productive. Asana ultimately enables organizations to move faster, stay aligned, and deliver work with confidence.
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monday.commonday.com Work OS serves as a no-code platform for work management, enabling teams to enhance their project and workflow management processes. This versatile software offers customizable solutions tailored for diverse applications, including marketing, sales, operations, IT, and HR. Users can efficiently plan, oversee, and monitor all their projects from a single interface, utilizing convenient features like automation, time tracking, and document sharing to save time. The platform's multiple visual board options, such as Gantt, Kanban, and Cards, allow teams to prioritize and organize tasks in a way that aligns with their preferences, while dashboards provide a comprehensive view of progress to support data-driven decision-making. Furthermore, seamless integrations with popular applications like Outlook, Microsoft Teams, Gmail, and Excel enable users to work within their preferred tools without interruption. Additionally, monday.com features specialized solutions like monday dev and monday sales CRM, which cater specifically to the unique requirements of various industries, thereby enhancing overall productivity and efficiency. With its extensive capabilities, monday.com empowers teams to achieve their objectives while ensuring a streamlined workflow.
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NaviPlanNaviPlan® utilizes the most precise calculation engine in the financial planning sector, allowing firms to customize their services for a diverse client base, ranging from individuals who need simple goal-oriented assessments to those who demand complex cash flow evaluations. Whether it involves setting straightforward objectives or developing sophisticated retirement income strategies and estate plans, NaviPlan equips financial advisors with essential tools to support every client who seeks their expertise. By leveraging accurate calculations across a multitude of scenarios, the platform addresses various areas including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow oversight, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning component of NaviPlan, grounded in this exceptional calculation engine, offers advisors a suite of comprehensive tax tools that incorporate forecasts for both federal and state taxes, allowing them to cater to the varied demands of their clients effectively. This adaptability not only enhances the service capabilities of financial professionals but also positions NaviPlan as a crucial asset in the realm of financial advisory services, demonstrating its significance in helping advisors navigate the complexities of client needs. Ultimately, NaviPlan stands out as an essential tool that empowers advisors to deliver tailored financial solutions with confidence and precision.
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XeroEnjoy a remarkable 90% discount for a duration of six months on Xero's acclaimed accounting and online bookkeeping platform. Known for its elegant simplicity, Xero provides a diverse array of features that enable businesses to handle their financials with ease, including invoicing, inventory oversight, bank integrations, payroll management, detailed reporting, and app connectivity for a unified experience. Whether a small startup or a large enterprise, Xero has tailored plans that accommodate businesses of any scale, ensuring ample opportunities for expansion. With a robust ecosystem of interconnected applications and links to financial institutions, Xero empowers small businesses to access numerous tools within its versatile platform, promoting efficient operation and financial management. Additionally, for accounting and bookkeeping firms, Xero delivers robust compliance functionalities, innovative practice management solutions, and a centralized cloud-based accounting ledger that provides a comprehensive view of all clients in one accessible location. Xero enhances efficiency by automating data entry through direct integration with banks, invoicing software, point-of-sale systems, and other sources. This secure connection to business bank accounts eliminates the need for manual data entry, and the intelligent bank reconciliation feature adapts to user preferences, further optimizing the reconciliation process while saving time. Ultimately, Xero provides a seamless experience that is both user-friendly and highly effective for financial management.
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KantataThe Kantata Professional Services Cloud, which was previously referred to as the Mavenlink Industry Cloud for Professional Services, represents a robust suite of tools aimed at operational management, resource optimization, and business insights, combining integration capabilities with workflow automation to enhance overall efficiency. This comprehensive solution is designed to improve operational performance while helping businesses optimize their resources effectively. By employing a resource-first architecture, it enables service-oriented companies to assemble the most capable teams and track their progress against established budgets and timelines, ensuring projects are executed smoothly, reliably, and profitably. Furthermore, the Kantata Professional Services Cloud is specifically tailored for agencies and professional service firms with employee counts ranging from 50 to over 5000. Serving as the core of your business, Kantata addresses daily challenges in resource management with its cutting-edge optimization features, utilizing advanced algorithms and analytics to tackle complex business issues that were once deemed insurmountable. With this innovative platform, organizations can not only streamline their operations but also unlock new avenues for growth and efficiency.
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Project InsightProject Insight (PI) is an advanced project and portfolio management software that enables organizations to compile and analyze all their projects seamlessly. By integrating your work, projects, and tasks into a single, user-friendly online platform, PI can be tailored to meet the specific requirements of your business. This makes it particularly beneficial for organizations with intricate project management needs, such as budgeting, scheduling, time-tracking, and capacity planning. Despite its robust features, PI remains accessible and adaptable, which in turn enhances the level of customer service you can offer. Users can effortlessly merge data from essential tools like CRM, accounting, DevOps, and support software, providing stakeholders with immediate insights into project status. Additionally, the FREE version of PI allows users to get started quickly and scale their usage over time as their needs evolve. This flexibility ensures that as your organization grows, PI can continue to meet your changing project management demands.
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CanopyCanopy offers a cloud-based practice management solution designed specifically for accountants. With its comprehensive set of features, you can enhance your firm’s efficiency while fostering better connections with clients. This platform encompasses essential tools such as workflow management, document organization, billing and payment processing, a powerful customer relationship management system, a secure portal for clients, and automated solutions for handling post-filing challenges like IRS notices. By integrating these capabilities, Canopy not only simplifies operations but also helps in maintaining a high level of client service.
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JellyfishJellyfish stands as a premier platform for Engineering Management, offering comprehensive insights into engineering teams, their tasks, and operational processes. By examining engineering signals from tools like Git and Jira, along with relevant business data including roadmapping and incident response, Jellyfish empowers engineering leaders to synchronize their technical decisions with overarching business goals. This capability ensures timely and efficient software delivery while enabling teams to prioritize the most critical objectives for the organization. Ultimately, Jellyfish enhances strategic decision-making, leading to impactful outcomes for engineering departments. Additionally, the platform fosters a culture of transparency and accountability within teams, further driving productivity and alignment.
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QuickFeeQuickFee (ASX: QFE) stands out as a leading provider of payment, financing, and accounts receivable automation solutions specifically designed for firms in the professional services sector. Our platform streamlines the Accounts Receivable process and accelerates revenue growth by seamlessly integrating various online payment options and comprehensive invoicing tools into your practice management system. With QuickFee, businesses can look forward to reduced aging receivables, improved cash flow, and increased client spending. Clients enjoy the convenience of paying through credit or debit cards, ACH/EFT transfers, or QuickFee's innovative financing solution, which enables them to manage their invoice payments over a period of 3 to 12 months, allowing firms to receive the full payment upfront without incurring additional costs. Operating in both the United States and Australia, QuickFee is committed to delivering scalable, economical solutions backed by outstanding customer service, ensuring that professional firms can thrive in today’s competitive environment. Additionally, our focus on technology and user experience continues to drive innovation in the payment processing industry.
What is Empiraa?
Professional services have long struggled with a common challenge: strategy often gets stuck in static documents, disconnected tools, or forgotten follow-up emails. Empiraa replaces those outdated workflows with a centralized, interactive platform that brings strategic planning and execution into one real-time environment. Whether you're managing five clients or fifty, Empiraa gives you the structure and visibility needed to keep everyone on track—without adding more admin or headcount.
What sets Empiraa apart is its ability to streamline strategy delivery while elevating your brand. The platform is fully white-labeled, allowing firms to present a polished, branded experience that clients log into as if it’s your own proprietary software. From logos and color schemes to custom domains, Empiraa helps you show up professionally and consistently across every client touchpoint.
Inside the platform, users can build out strategic plans using pre-built or custom templates, create linked objectives, assign responsibilities, and connect key business data for live tracking. Empiraa integrates with tools like Xero, Google Sheets, and HubSpot to provide real-time visibility into performance, enabling your clients to stay accountable and proactive—without chasing updates or navigating spreadsheets.
Empiraa also solves one of the biggest pain points for growing firms: scalability. With multi-client management built in, you can view and control all client strategies from one dashboard, giving your team the capacity to take on more clients without compromising service quality. You can tailor user access, automate workflows, and replicate your best processes—turning your advisory service into a scalable, repeatable product.
What is Camms Business Strategy?
Camms Business Strategy offers an all-encompassing software tool designed to assist organizations in crafting, overseeing, and executing both operational and strategic initiatives. It enables users to deconstruct overarching goals into specific, actionable tasks while designating responsibilities for each task. Additionally, the platform allows for progress tracking through user-friendly tree views. Its advanced KPI engines provide businesses with the capability to evaluate the impact of their operational efforts on overall objectives, delivering real-time insights via interactive dashboards. Furthermore, the software incorporates risk management features, equipping teams to identify and address strategic risks that may hinder effective plan execution. By aligning individual tasks with broader business aims, Camms Business Strategy fosters a unified effort toward achieving essential targets while enhancing overall organizational efficiency. This integrated approach ensures that all team members are working in concert to drive success.
Integrations Supported
Salesforce
Airtable
Camms GRC
Eventbrite
Gmail
Google Analytics
Google Drive
HubSpot Customer Platform
Jotform
Mailchimp
Integrations Supported
Salesforce
Airtable
Camms GRC
Eventbrite
Gmail
Google Analytics
Google Drive
HubSpot Customer Platform
Jotform
Mailchimp
API Availability
Has API
API Availability
Has API
Pricing Information
$99 per month
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Empiraa
Date Founded
2021
Company Location
Australia
Company Website
www.empiraa.com
Company Facts
Organization Name
Camms, a Riskonnect Company
Date Founded
1996
Company Location
Australia
Company Website
cammsgroup.com/solutions/business-strategy-software/
Categories and Features
Business Plan
Business Plan Templates
Collaboration
Dashboard
Financial Projections
Financial Templates
Fundraising Management
Investor Management
Pitch Presentation
Social Sharing
Step-by-Step Wizard
Collaboration
Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing
OKR
Benchmarking
Feedback Management
Goal Management
KPIs
Prioritization
Progress Tracking
Strategic Planning
Productivity
Collaboration
Database Creation
Document Creation
File Sharing
Notes Management
Office Suite
Presentation Tools
Project Management
Task Management
Team Chat
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
Strategic Planning
Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards
Categories and Features
Business Plan
Business Plan Templates
Collaboration
Dashboard
Financial Projections
Financial Templates
Fundraising Management
Investor Management
Pitch Presentation
Social Sharing
Step-by-Step Wizard
Strategic Planning
Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards
