Ratings and Reviews 1 Rating
Ratings and Reviews 1 Rating
Alternatives to Consider
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OdooOdoo is a highly customizable and open-source software solution that features a wide array of professionally crafted business applications. With its user-friendly database, Odoo addresses various business requirements, encompassing areas such as CRM, Sales, Projects, Manufacturing, Inventory, and Accounting. This versatile software is suitable for businesses of all sizes and budgets, making it an ideal choice for diverse company needs. The cohesive design of Odoo enhances operational efficiency and helps businesses save valuable time. Each module is designed to work harmoniously, providing a fluid experience as users navigate from one application to another. Automation capabilities allow users to streamline numerous tasks that would typically require manual entry across various systems. Odoo fosters collaboration among team members by consolidating all critical business functions onto a single platform, which ultimately enhances productivity and organization within the company. Furthermore, its adaptability ensures that businesses can continually evolve and tailor the system to their changing requirements.
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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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Zoho ProjectsProject management has reached a high level of efficiency, and Zoho Projects, a cloud-based software solution, enhances this by enabling effective planning and tracking of your work. With the ability to collaborate with your team from any location, you can ensure that your projects stay on schedule by organizing activities, allocating tasks, managing resources, and enhancing teamwork. Utilizing Gantt charts within Zoho Projects allows you to develop a comprehensive project plan while monitoring task progress. This software not only helps you keep an eye on crucial tasks and their interdependencies but also alerts you to any discrepancies from your intended timeline. By minimizing the time spent on repetitive activities, Zoho Projects streamlines your workflow, making it user-friendly regardless of the complexity of your processes. Its intuitive drag-and-drop interface simplifies the creation and implementation of new automations. Additionally, the Projects timesheet feature enables you to log both billable and non-billable hours, accurately capturing every moment of your labor through manual entries or timers. Furthermore, its seamless integration with Zoho Invoice facilitates effortless invoice generation, ensuring that all your hard work is properly compensated. This comprehensive approach to project management not only enhances productivity but also fosters better communication within your team.
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HubstaffElevate your productivity with Hubstaff! Hubstaff provides time-tracking applications compatible with desktop, web browsers, and mobile devices. Once you initiate time tracking for a specific task, Hubstaff seamlessly operates in the background, using minimal resources while you focus on your work. Switching between tasks or stopping the timer is a breeze and can be done in just a few clicks. Monitoring your team's performance can be daunting, but Hubstaff is packed with excellent features designed to help you assess their productivity effectively. To maximize Hubstaff's benefits, it's essential to establish clear expectations for your team. This tool allows you to analyze each member's average productivity over time, helping you spot areas for improvement or shifts in their performance. Essentially, the more consistently you utilize Hubstaff, the more insightful your results will become. Additionally, Hubstaff is available across multiple platforms, including Mac, Windows, Linux, iOS, and Android, ensuring you can track productivity wherever you are.
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Square 9Square 9's advanced AI-driven platform revolutionizes information management by eliminating the need for paper, streamlining tasks with automated digital workflows that enhance productivity. It simplifies operations by capturing data from scanned documents or PDFs, organizing files in an easily searchable database, and creating digital replicas of existing processes using visual workflow designs. This innovative approach not only saves time but also increases efficiency in everyday tasks.
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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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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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TitanCollaborating with Salesforce, Titan Forms and Apps revolutionize the industry by making the leading CRM globally available and user-friendly for everyone. With just a click and absolutely no coding involved, you can harness the power, speed, and flexibility of Salesforce Forms to streamline your business operations. Reduce your time to market, eliminate the need for coding, and address any scenario using a unified platform. Our top-tier forms and applications for Salesforce are designed to serve various industries, and we are dedicated to crafting tailored solutions for challenging issues. Easily create stunning web portals, sign documents, generate reports, distribute surveys, automate contracts, and fill out Salesforce forms, all in a matter of clicks—without requiring any coding expertise. Plus, our innovative AI assistant ensures you can expedite the process while minimizing mistakes. We proudly stand as the sole product available that allows you to transmit and retrieve data from Salesforce in real-time, all without incurring additional development costs. At Titan, our customers and partners drive our innovations. If you have a suggestion for a new feature, feel free to submit it through our Titan X Lab, and we will evaluate it for our development roadmap! So, what’s holding you back? Take the next step and schedule a demo today to see how we can transform your processes!
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ConnecteamConnecteam is a comprehensive mobile application tailored for employees who work outside of traditional desk environments. It offers essential tools for overseeing and coordinating field staff, featuring options for communication, workflow management, scheduling, and time tracking. With just a few simple clicks, you can unify your mobile workforce. The desktop Launchpad enables seamless collaboration, operational management, skill development, and employee engagement monitoring. In no time, you can design a fully-branded mobile app for your organization, incorporating elements like safety checklists, orientation programs, product catalogs, and shift management features. Additionally, you have the flexibility to personalize the app's functionalities to meet your specific requirements. You can also analyze team interactions with company resources, allowing you to identify areas for improvement and enhance efficiency. Connecteam empowers both managers and employees to streamline their processes, enabling a greater focus on growth. The platform supports various integrations, including Google Calendar, Gusto, QuickBooks Payroll, Xero, and more, ensuring a seamless experience for users. Ultimately, this all-in-one solution is designed to enhance productivity and engagement among non-desk employees.
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QuickbaseTransforming your operations can be achieved by implementing workflows and ensuring real-time visibility, enabling your teams to adapt swiftly to change. To enhance insight and automation within intricate systems and processes, it's essential to integrate and connect data, workflows, and procedures effectively. This will allow you to quickly adjust your operations to seize new opportunities while also mitigating potential risks. Customizing workflows to align with the evolving needs of your workforce is crucial. You can develop new workflows in just days, instead of weeks, to tackle emerging challenges and support innovative work methods. Establish a connected, governed ecosystem of digital solutions designed to safeguard your most critical data and operational processes. By revolutionizing the way your data is utilized, you can empower your workforce to generate real-time insights through a cohesive platform. Unlock your team's full potential and enhance collaboration. Quickbase is now at your disposal, ready to propel your organization forward.
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 Clientjoy?
Clientjoy is a comprehensive CRM solution that allows users to efficiently handle their sales pipeline, client interactions, appointments, emails, proposals, contracts, invoices, payment collections, and email campaigns. It is acclaimed for combining the functionalities of eight powerful tools into one user-friendly platform, eliminating the feeling of being overwhelmed.
Accelerate the growth of your agency by fostering enduring relationships with clients throughout every stage of their journey. Establish streamlined processes that ensure your sales team is always clear on their next steps, while the sales pipeline feature highlights crucial tasks that require your attention, ensuring no opportunity slips through the cracks. Gain insights and maintain control with real-time reports and updates on all sales activities conducted by your team. Effortlessly create proposals and contracts using pre-defined templates and items, saving valuable time.
Moreover, manage client information and contacts securely on the platform, with customizable access permissions, allowing you to maintain privacy and control. Access a comprehensive history of interactions with each client in a centralized location, covering projects, proposals, and invoices.
Designed specifically for small and medium-sized businesses, including agencies and freelancers, Clientjoy CRM offers a 14-day trial to explore its features. Currently, a limited-time lifetime deal is available for just $129 per user, providing excellent value for those seeking a long-term CRM solution.
Integrations Supported
Zapier
Authorize.Net
Braintree
Google Calendar
Instamojo
PayPal
Stackreaction
Stripe
Wufoo
Integrations Supported
Zapier
Authorize.Net
Braintree
Google Calendar
Instamojo
PayPal
Stackreaction
Stripe
Wufoo
API Availability
Has API
API Availability
Has API
Pricing Information
$12 month/user
Free Trial Offered?
Free Version
Pricing Information
$149 one-time fee
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
Clientjoy
Date Founded
2019
Company Location
India
Company Website
www.clientjoy.io
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
Advertising Agency
Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking
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
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
Sales Tracking
Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task 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