Page 10 - Top Canopy Alternatives

QorusDocs

qorusdocs.com

QorusDocs is a Seattle, WA based AI-powered proposal management software provider that automates the creation of critical RFP responses and proposals that stand out and win deals. The company supports enterprise proposal and sales teams from companies like WSP, MinterEllison, Insight, CDW, Kramer Levin, Panasonic, Canon, Ricoh, and more. Revenue teams can produce more proposals faster, speeding deal velocity, increasing win rates and reducing cost of sales. Learn more at www.qorusdocs.com

RevOps

revops.io

RevOps is the modern Deal Desk platform with a simple mission: enable businesses to build a scalable Deal Desk operation that helps their sales organizations close more deals faster, unify branding, reduce contract errors, and provide a centralized agreement repository. ***Collaborate, Price, Quote*** Create deals collaboratively, without the back-and-forth emails and Slack messages. -Contextual deal-making -Audit trail of changes -Granular approvals ***

Revv

revv.so

Revv pushes the boundaries of document automation and workflows. Revv gives you the flexibility to create documents from its rich template library or upload and send external WORD/PDF documents for electronic signatures. Additionally, it offers various signature types to meet every possible eSignature scenario. Whether you want to generate bulk documents for electronic signatures or obtain signatures on fillable web forms, Revv makes everything possible. It provides instant notifications, document analytics, and audit trails to keep you updated. Revv doubles the protection of your eSigning process with email and SMS authentication. Revv offers a robust proof of eSignature with state-of-the-art evidence management. It also offers video authentication for clickwrap signatures. Integrate business apps with Revv to simplify complex tasks and run your document workflows seamlessly. Revv is an all-in-one, no-code document workflow automation platform to run your business anywhere, anytime, and from any device. Revv provides robust protection and operates in a secure environment with multiple levels of encryption and compliance with local laws. BENEFITS: BETTER GOVERNANCE AND COMPLIANCE - Revv complies with ESIGN Act, UETA, and eIDAS regulation, which makes all eSigned documents legally binding. Revv meets all the requirements of electronic signatures. - Intent to sign: Revv confirms the signers’ intent by requesting signers to submit the electronic signatures. - Consent to do business electronically: Revv meets the consent requirement by asking signers to confirm their signatures before submitting the document. Revv also gives recipients an option to decline the signature request. - Signature attribution: Build document control with a full audit trail of each transaction. Revv satisfies signature attribution by capturing and storing all actions with the date and time stamps, signers' details, and IP addresses. - Record retention: Revv automatically creates a copy of signed records and sends it to both the sender and the recipient to maintain their transaction proofs. POWERFUL FEATURES TO CREATE NEW POSSIBILITIES WITH ELECTRONIC SIGNATURES & MAXIMIZE THE BUSINESS BENEFITS - - Create dynamic fields as form fields in the template and speed up your document creation process. Use the chosen template, add custom details in the form fields, and send it to customers to fill in the required information, and eSign the documents. - Flexibility to upload & send your PDF or DOCX files, edit them, and send for electronic signatures. - Gather crucial data from the signers in the form of text or image using the ‘Fill and Sign’ feature. - Ready-to-use templates and a rich editor to instantly create and customize business documents and increase business conversion rates. - Automate sending a document to multiple recipients using the Bulk Send feature and increase your productivity. - Configure eSignature workflows by integrating your everyday business apps through Zapier, Retool, and Native APIs, and save more time, money, and resources. - Liberty to choose the signature type - click-to-sign, draw a signature, or click-to-initial. - Real-time tracking and analytics to intervene and engage customers at the right time. - Multiple choices to get documents signed online via email, shareable links, fillable web forms, or API integrations. UNPARALLELED SECURITY - - Compliance with global and local eSignature laws and latest industry standards. - Two-factor (SMS and email) authentication to guarantee the identity of the signers. - High-level security with AWS global cloud certification (CSA, SOC 1, SOC2, and ISO 27001) to protect your data at every step. - PCI DSS compliant payment gateways LIFE-TIME STORAGE - Revv provides cloud-based storage that keeps your records safe, organized, and easily accessible - forever. ENHANCED CUSTOMER EXPERIENCE - - Send documents instantly to mobile devices via SMS, and reduce customer drop-out rates. - Collaboration features to interact with customers and team members within the documents and accelerate the signing process. A DIY PLATFORM THAT REQUIRES NO CODING SKILLS - Revv is very simple to use and easy to navigate. Its intuitive interface requires no external help or special skills. A SUPPORT SYSTEM BUILT TO EMPOWER CUSTOMERS - - A customer support team of experts that go above and beyond to empower your business. - 24/7 chat support - Multi-language support for documents - Support for designing and creating templates - Help center, support articles, and videos to guide you throughout the process

WorkRails

workrails.com

WorkRails’ Services CPQ helps enterprise technology companies build professional services quotes quickly and easily. We are ideal for teams who sell complex services but struggle with accuracy and timeliness. The WorkRails Services CPQ platform standardizes how services are sold, allowing for repeatability, scale and revenue acceleration. WorkRails breaks down the silos between Sales, Professional Services, and their Clients, connect to other systems of record, eliminate double entry and errors, and makes selling easy. WorkRails integrates with your existing tech stack including out of the box integrations with Salesforce.com, Conga, and Microsoft Dynamics. More than 40,000 Professional Services quotes have been configured with WorkRails’ Services CPQ. WorkRails customers have cut service quote creation time from weeks to hours, reducing overall sales cycle times, increasing product adoption and lowering churn.

Pega

pega.com

Pega is a powerful low-code platform that builds agility into the world’s leading organizations so they can adapt to change. Clients use our AI-powered decisioning and workflow automation to solve their most pressing business challenges – from personalizing engagement to automating service to streamlining operations. Since 1983, we’ve built our scalable and flexible architecture to help people focus on what matters most, so they can meet today’s customer demands while continuously transforming for tomorrow.

ShootQ

shootq.com

ShootQ is a cloud-based CRM system for creative people including Professional photographers, videographers, wedding industry professionals, and many more creative types. This platform allows you to manage contacts, all of your jobs, send proposals, contracts, track your calendar and more.

Kinabase

kinabase.com

Kinabase is a smarter way to manage your business information, processes and more, trusted by high-growth teams. Manage complexity, simply From companies and contacts, to processes, sales orders and infrastructure, Kinabase lets you keep track of what’s happening across your organization. Improve speed and efficiency Get the information you need at your fingertips. Improve efficiency, reduce risk, and find the information you need faster. Consolidate multiple data tools into one easy-to-use system. Gain the power of flexibility Kinabase has a unique and intelligent data structure, that allows you to move at the speed of thought. Without the rigidity of traditional CRM and ERP systems. From people, to processes, to perfection - Kinabase can easily be configured to manage the information that matters to you. Adaptable and effective for a wide variety of purposes, everything from manufacturing, to recruitment, to consultancy.

Salescamp CRM

salescamp.app

Salescamp offers cloud base sales CRM software solution to manage sales reporting, management, marketing, improve customer relationships and more. Get the best free CRM system for your business.

ContactWise

contactwise.io

CRM - contact, constituent, or customer relationship management, is a application that stretches across industries and verticals ranging from state and local government to sales organizations to higher education institutions. ContactWise is an innovative cloud-based contact center platform with advanced data driven routing engine to help companies to improve their sales, customer satisfaction and retention.

BASCRM

bascrm.com

BASCRM delivers CRM software and professional services to help businesses with processes and technology for improved agility and business performance.

Team365 CRM

team365.io

What is Team365 CRM? Team365 CRM is a cloud-based, integrated customer relationship management platform that caters to the needs of businesses and industries of all sizes and types. Over 150,000 businesses across the world use Team365 CRM to build lasting customer relationships and maximize team productivity. Our expanded support for phone, email, live chat and in-person meetings make Team365 CRM the most tightly integrated system in the market. Team365's AI-powered sales assistant, AI provides advanced interpretations, solutions and predictions for salespeople. Your sales team can spend more time selling instead of entering data with the help of workflow automation, lead scoring, real-time notifications and built-in gamification. Our key features include: - Lead Management - Workflow Automation - Advanced Analytics - Process Management - Marketing Automation - Pipeline Management Automate routine sales, marketing, and support functions using Team365 CRM, giving you more time to concentrate on your customers. Create optimized workflows that help you reduce manual data entry, eliminate redundancies, and speed up your overall process. Accelerate your sales team's productivity with accurate forecasts of potential revenue, and make use of productivity games to exceed your sales quotas. Set up multiple currencies, use AI predictions to prioritize leads and deals likely to convert, and track website visitors to convert more prospects. Get your marketing and sales teams on the same page. Generate new leads, execute targeted email marketing campaigns, and compare ad spending to sales revenue using the Google Ads integration. Your security is our top priority. We understand that every organization needs to strike the right balance between protecting their customers' data and giving employees the freedom to get their work done. Team365 CRM succeeds in meeting both of these requirements.

CrmOne

crmone.com

The lack of a centralised CRM system can result in data disorganisation, ineffective communication, missed sales opportunities and limited customer insights. Many small to mid sized companies struggle with managing customer relationships without paying the hefty price of different essential features, or multiple subscriptions. However, it doesn’t have to be that way. With CrmOne, businesses can empower themselves with one seamless solution that can manage their customer relationships all in one place without compromising any features that they may need for sales and marketing without breaking the bank. From lead management and sales pipeline tracking to customer support and analytics, CrmOne offers a versatile toolkit to meet the diverse needs of businesses across various industries. CrmOne has a rich history of empowering over 4000 startups, growing businesses, and enterprises worldwide, showcasing a commitment to excellence and innovation.

SmartSearch

smartsearch.com

SmartSearch's mission is to design a human-centered future of work through innovative software solutions including Applicant Tracking (ATS), Vendor Management (VMS), Customer Relationship Management (CRM) and eSignature to hire faster, better, and smarter. It is a complete, agile software solution that brings powerful candidate sourcing and collaboration tools to your talent acquisition efforts. By integrating with your current technology and unique business processes, SmartSearch reduces paperwork, eliminates duplication of effort, streamlines onboarding, shortens time to fill jobs, and lowers hiring costs.

Simpleview

simpleviewinc.com

Simpleview, part of Granicus, is a worldwide leading provider of CRM, CMS, website design, digital marketing services, and data insights for convention bureaus, venues, tourism boards, destination marketing organizations (DMOs), and attractions. The company employs staff across the globe, serving clients of all sizes, including small towns, world capitals, top meeting destinations, and countries across multiple continents.

Act!

act.com

Act! is the leading provider of all-in-one CRM and Marketing Automation solutions that empower small and midsize businesses to market better, sell more, and create customers for life.

BIGContacts

bigcontacts.com

BIGContacts CRM offers an integrated Contact Management and Email Marketing Solution for Small Business. We give you the tools you need to capture more leads, convert more sales and retain more customers. We're unlocking the potential of every small business with an affordable and easy-to-use solution. Plans starting at only $5 per user - per month!

ClientTether

clienttether.com

Connect instantly with leads generated through your marketing efforts with our sales engagement automation platform and CRM. Send a personalized text message, receive a phone call, send an email or even a box of brownies within 29 seconds, when you receive a lead to maximize lead conversion. Our Franchise clients love that they can guarantee 100% lead follow-up across their networks using our platform. Convert leads effortlessly through our automated follow-up and scheduling technology. Schedule appointments, calls, texts and emails to your customers according to your desired time frame and frequency. Also, ensure your team is following up consistently with each quote, each lost opportunity, and each converted lead. Create long-term relationships and retain customers through our automated retention program. Engage with your clients with minimal effort from you. Schedule emails, texts, and calls, and send personalized post cards, thank you cards, brownies, golf balls, or other physical media to create a rich, omni-channel retention and re-engagement strategy. Use our integrated proposal management tools to create beautiful proposals or quick quotes. Receive notifications when they have been opened, and when your clients have used our e-signature tools to sign and approve your job. Automate online review management to make sure you optimize your online reputation using our reputation manager tool as well. Our platform was designed for home service and other service franchises and businesses. Our data architecture enables franchise systems to deploy our platform out of the box without massive customization to meet their needs. Business owners and franchisors alike love our visual pipeline and our dynamic dashboards. Track and monitor growth across lead flow, lead attribution, sales progression, activity, and close rates across multi-location or multi-unit businesses

AllClients

allclients.com

The #1 Client Management and Marketing Automation System for very small businesses. Designed for very small businesses. Easily manage your contacts, send emails, and put your marketing on auto-pilot.

OneHash

onehash.ai

OneHash CRM is a cloud-based, robust, scalable, agile, affordable and fully featured, FaaS solution with CRM, ERP, HCM, Project Management, Help desk and other SaaS that your company needs, at the prices of FOSS for exponential growth and development. We are determined to serve 95% of the SMBs across the globe with a smart, affordable, agile and secure CRM solution that will ensure sustainable growth. World class service at pocket friendly prices is our USP, and we abide by what we promise.

Spin CRM

spincrm.com

Free Spin CRM - sales management system, communication with customers, sales management and preparation of offers.

DocSales

docsales.com

SALES CLOSING ON AUTOPILOT: DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort). Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document. Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents.

Oneflow

oneflow.com

Oneflow is a platform that automates the entire contract process from start to finish, all in one place. Turning clunky, static contracts into helpful, truly digital contracts that feel like magic. Processes are faster, decisions are better, and deals are quicker. It’s an easier, smoother, and smarter way for teams of all shapes and sizes to handle their contracts. Try Oneflow free at oneflow.com

Orgzit

orgzit.com

Orgzit provides the power of enterprise CRM with the flexibility of Excel. Orgzit is an all-in-one sales system for manufacturer reps and distributors. It helps streamline Sales, Quotation, Service, and Finance by helping you move from scattered spreadsheets to a single centralized application.

PhingooCRM

phingoocrm.com

PhingooCRM is a cloud-based CRM solution tailored for modern call centers, equipped with advanced tools for effective resource management. All CRM systems are highly adaptable, designed to meet the unique needs and processes of your organization. If you're looking to implement PhingooCRM or already use it, it's important to note that updates, patches, and configuration changes can complicate things over time. Ensuring that your custom modifications remain functional after these updates is crucial. Traditionally, quality assurance teams or designated members perform these checks manually. However, as your organization grows, PhingooCRM workflows can become complex, and the volume of data increases significantly. Manual testing can be labor-intensive and error-prone, making it challenging to cover all aspects of the system. This is where test automation comes into play, helping you navigate the validation challenges efficiently. It can save considerable time and ensure smooth operations with minimal effort. However, there are some challenges to consider: * Ongoing Updates and Maintenance: CRM systems like PhingooCRM are constantly evolving, which means your automation scripts may break with new releases. Keeping track of these changes and updating your test scripts can become burdensome. * Complex User Interface: The strength of CRM systems lies in their ability to manage intricate business workflows, which can lead to a complicated user interface featuring dynamic object IDs, nested iFrames, and detailed object trees. Automating these elements with traditional tools can feel like piecing together a puzzle. * Custom Reports: Reports are tailored to your specific requirements, and automating them with legacy tools often necessitates programming expertise from your engineers. * Test Data Management: Managing large volumes of data and sensitive information requires a careful approach. Effective test data management is essential for extracting, masking, editing, and maintaining test data securely. * Skilled Personnel: Finding and retaining knowledgeable engineers proficient in automation tools and coding can be a significant challenge.

ProCharted

procharted.com

Grow your firm without adding stress. Keep your workflow organized, efficient, and deadline-driven with all-in-one practice management software.

Panalitix

panalitix.com

Panalitix's technology solutions transform how client's business attracts and manages clients, improves the team, optimizes business processes, and introduces higher margin products.

Taxaroo

taxaroo.com

Taxaroo is a modern cloud-based tax practice management tool. We enable tax firms to save time, make more money and improve their quality of life by providing a better, online customer experience with our suite of practice efficiency tools. Includes client portal and communications hub (video, SMS and chat), workflow, IRS-compliant electronic signatures and even invoicing putting everything on autopilot for your firm.

AuditorsDesk

auditorsdesk.in

Auditors Desk is a cloud-based end-to-end audit platform which is fully customizable based on your firm methodology to assist audit teams deliver high quality audits with the use of smart audit tools and online document management. Auditors Desk replicate your day-to-day audit work to a digital platform, which results in improved quality and efficient audit process by better collaboration between teams and clients.

Elephant CPA

getelephantcpa.com

ElephantCPA is is a cloud-based software solution for Small to Medium Size accounting firms. Elephant was built by CPAs to streamline, enhance, and increase productivity of accounting firms while also increasing client satisfaction.

Entera

entera.global

Entera is a cloud-based software that automates the input of accounting documents. Combining AI and OCR technologies service can enter documents 10 times faster than human performance. Key Features: — Upload documents from different sources: scans, photos, email, PDFs, Xls, doc, and another digital formats — 98% recognition accuracy — Recognize up to 100 documents simultaneously — Integration with QuickBooks, odoo, Tally, Zoho, and other systems — Store and find your documents in seconds with our digital archive