Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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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.
What is ProSTART?
ProSTART Custom
ProSTART provides a range of pre-assembled modules that enhance functionality while saving both time and money.
Compared to traditional database management systems like Salesforce and Oracle, ProSTART operates 2-3 times more efficiently.
It features a comprehensive suite of pre-designed database modules that facilitate quicker development and implementation, with each module being adaptable to meet specific business needs.
This flexibility allows businesses to leverage ProSTART's capabilities effectively, ensuring a tailored solution that aligns perfectly with their operational requirements.
What is Bonsai?
Bonsai serves as a comprehensive management tool designed specifically for small enterprises and solo professionals. Among its most utilized features is financial management, which encompasses all essential aspects for owners to effectively oversee their finances and reach their profitability targets, including invoicing and payments, accounting, taxation, and banking solutions. The platform boasts a user-friendly and streamlined dashboard that facilitates ease of use.
With Bonsai, small and medium-sized businesses can effortlessly monitor their revenue and automate the classification of expenditures to optimize tax deductions. It allows entrepreneurs to expedite payment processing by generating professional invoices in mere seconds, complete with global payment options and automatic payment reminders.
Beyond financial capabilities, Bonsai also delivers an integrated client and project management system. This system features contracts with e-signatures, proposal creation, customer relationship management (CRM), client forms, scheduling tools, time tracking, and additional functionalities essential for effectively managing and expanding a business. Users can also craft personalized contracts and proposals using a library of over 1,000 templates provided by Bonsai.
All of Bonsai’s functionalities are interconnected and automated, establishing it as a holistic business process management solution that conserves both time and resources. By adopting Bonsai, business owners can focus on growth while the platform manages the operational details seamlessly. Ultimately, Bonsai empowers users to streamline various aspects of their business, fostering efficiency and success.
Integrations Supported
AI Agent Builder
Calendly
ClickUp
Gmail
Google Calendar
Google Drive
Google Sheets
HubSpot CRM
HubSpot Customer Platform
QuickBooks Online
API Availability
API Availability
Pricing Information
Call for Details
ProSTART In the Cloud! Call for details (888) 689-7677
Pricing Information
$17 per month
Free Trial Offered?
Supported Platforms
Android
iPhone
iPad
Windows
Mac
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
Training Options
Documentation Hub
Online Training
Company Facts
Organization Name
ACG Technologies
Date Founded
1998
Company Location
United States
Company Website
prostartfm.com
Company Facts
Organization Name
Bonsai
Date Founded
2016
Company Location
United States
Company Website
www.hellobonsai.com/
Categories and Features
Billing and Invoicing
Contact Database
Customizable Invoices
Hourly Billing
Invoice History
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Business Management
Billing & Invoicing
CRM
Employee Management
Inventory Management
Purchasing
Time & Expense Tracking
Vendor Management
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Document Management
Not specified
Inventory Management
Not specified
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Gantt Charts
Milestone Tracking
Resource Management
Time & Expense Tracking
Sales
Not specified
Sales Force Automation
Call Management
Campaign Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Territory Management
Categories and Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Expense Tracking
Multi-Currency
Project Accounting
Tax Management
AI Contract Generators
Not specified
Billing and Invoicing
Billing Portal
Customer Portal
Customizable Invoices
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Tax Calculator
Bookkeeping
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Expense Tracking
Revenue Recognition
Spend Management
Tax Management
Business Bank Accounts
Billing & Invoicing
Business Credit Cards
Checking Account
Expense Management
No Fee Payments
Spend Management
Business Management
Billing & Invoicing
CRM
Financial Management
Project Management
Scheduling
Time & Expense Tracking
Contract Management
Contract Lifecycle Management
Electronic Signature
Pre-built Templates
Workflow Management
CRM
Calendar/Reminder System
Quotes / Proposals
Task Management
Expense Report
Invoice Management
Multi-Currency
Receipt Management
Time Tracking
Workflow Management
Forms Automation
Collaboration
Drag & Drop
Remote Document Access
Rules-Based Workflow
Text Editing
Law Firm Accounting
Not specified
Legal Time Tracking
Not specified
Project Accounting
Not specified
Proposal Management
Automatic Formatting
Collaboration
Contact Management
Document Management
Electronic Signature
Task Management
Templates
Real Estate Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Contract Management
Reporting / Analytics
Task Management
Collaboration
Gantt Charts
Progress Tracking
Recurring Tasks
Task Planning
Task Scheduling
Task Tracking
Time Tracking
Tax Planning
Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
State & Local Planning
Tax Return Diagnostics
Tax Preparation
Not specified
Time Tracking
Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Workflow Management
Business Process Automation
Document Management
Forms Management
No-Code
Task Management
Workflow Configuration