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What is Indy?

Indy is a comprehensive management software designed for freelancers, enabling them to effortlessly manage everything from invoicing to project proposals. By simplifying time management and organizational tasks, Indy allows users to concentrate on their core work. The platform features an array of templates for contracts, proposals, and forms, which facilitate easier client acquisition. With its task tracking system, users can allocate tasks to designated projects or categories efficiently. The integrated time tracker helps users log and organize their time spent on various tasks, making it simpler to juggle multiple projects and generate invoices. When payment time arrives, Indy can create detailed invoices for clients, ensuring a smooth transaction process. Clients can feel secure knowing that Indy supports leading payment options like PayPal and Zelle. Additionally, Indy boasts versatility and can seamlessly integrate with other tools, including Profiles, Drive, and Client Contacts, enhancing its overall functionality for freelancers. This makes it an indispensable resource for managing a freelance business effectively.

What is Clientexec?

Transform your web hosting business by effortlessly integrating a diverse range of plugins, domain registrars, payment processors, hosting solutions, and supplementary resources! With Clientexec, you can significantly improve your operational efficiency, leading to remarkable savings in time, money, and resources. The process of collecting payments is simplified with easy invoicing and detailed reporting features. You can sidestep the complications of managing discounts, taxes, subscription payments, and reminders, allowing for a more fluid workflow. By gaining a comprehensive understanding of your clients, you can better focus on building strong relationships, monitoring ticket histories, organizing packages, and more! The broad array of payment gateways means you can cater to your clients' preferences worldwide, ensuring their favorite payment options are available. Implementing Clientexec as your support system enables you to provide an outstanding support experience for your customers. With an integrated knowledge base, a ticketing system, live chat, and email assistance, all communication lines between you and your clients will stay open and efficient, thereby strengthening your business connections. This all-encompassing system not only optimizes operations but also significantly boosts customer satisfaction, ultimately leading to increased loyalty and retention.

Media

Media

Integrations Supported

2Checkout
Authorize.Net
BitPay
Braintree
CCAvenue
CoinPayments
Enom
FraudLabs Pro
GoCardless
Google Calendar
Name.com
NameSilo
Namecheap
PayPal
Plesk
Razorpay
Square Payments
Stripe
Vultr
Zapier

Integrations Supported

2Checkout
Authorize.Net
BitPay
Braintree
CCAvenue
CoinPayments
Enom
FraudLabs Pro
GoCardless
Google Calendar
Name.com
NameSilo
Namecheap
PayPal
Plesk
Razorpay
Square Payments
Stripe
Vultr
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$12 month/user
Free Trial Offered?
Free Version

Pricing Information

$11.95 per month
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

Indy

Date Founded

2016

Company Location

United States

Company Website

weareindy.com

Company Facts

Organization Name

Clientexec

Date Founded

2002

Company Location

Canada

Company Website

www.clientexec.com

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Contract Management

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Online Form Builders

Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

RFP

Bid Management
Collaboration
Content Management
Data Import / Export
Due Date Tracking
Knowledge Library
Progress Tracking
RFP Creation
RFP Responding
Requirements Management
Task Management
Templates
Vendor Management

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

Time Tracking

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Categories and Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

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