Page 3 - Top Canopy Alternatives
Nimble
nimble.com
Nimble is a relationship-focused CRM for your entire team. With customizable contact records and easy-to-use Kanban-style workflows, managing client information has never been simpler. Nimble effortlessly integrates with both Microsoft 365 and Google Workspace, gathering contacts and leads from all your platforms, while our automation tools handle the busy work. Focus on what matters most – growing your business and nurturing relationships, as Nimble streamlines your workflow for maximum productivity.
OnePage CRM
onepagecrm.com
OnePageCRM is the #1 action-focused sales CRM that helps small and medium-sized businesses stay in control of their sales. Focus on what needs to be done next, follow up with every lead, keep the team on the same page, and close more deals, one sales action at a time. Save time and automate your admin and data entry. Generate leads in a click from anywhere on the web. Reap the CRM benefits on the go with iOS and Android mobile apps. Create deals and send sales quotes in less than 37 seconds. Any questions? We offer support via email, phone, and chat.
Minoa
minoa.io
Minoa is a San Francisco based value enablement platform helping sales teams to build business cases that drive higher sales efficiency and bigger deals. In times where procurement and finance teams are scrutinizing more deals, delivering ROI and a strong business case is more important than ever. Sales leadership teams use Minoa to enable their team to build consistent and formulaic business cases that align with modern buying committees.
Recruit CRM
recruitcrm.io
Recruit CRM is an Applicant Tracking System. Recruit CRM is used in over 60 countries and has powerful features like resume parser, mobile app, API integration, an email client, and hundreds of free jobs boards.
Momenteo
momenteo.com
Momenteo is a user-friendly solution meant for you. Simply keep track of your work done, expenses and travels in our beautiful calendar and let our free software generate your accounting.
Scaido.io
scaido.io
A service for automating business sales processes, which speeds up and simplifies the preparation of quotes, estimates and commercial proposals, in conjunction with your CRM system, like Pipedrive or HubSpot
TaxDome
taxdome.com
Winner of the Comprehensive Firm Workflow Solutions category in the 2024 CPA Practice Advisor Readers’ Choice Awards, TaxDome is the leading practice management platform for tax, bookkeeping and full-service accounting firms. Trusted by more than 10,000 firms to communicate with more than 3 million of their clients, TaxDome focuses not just on firm operations, but on elevating the client experience. The TaxDome client mobile app consistently rates in the top 100 of the iOS app store Finance category and has a 4.9/5 rating across 6,000+ ratings. TaxDome’s user-friendly and comprehensive practice management platform improves team collaboration, provides managers with visibility, and enables tax preparers and bookkeepers to accomplish their work faster and more effectively. The product suite includes workflow automation, CRM, secure document storage, client engagement tools, AI-reporting and analytics, proposals, engagement letters, e-signatures and more. Accessible from desktop and mobile, TaxDome is the complete solution for any firm, allowing accountants to focus on value-adding meaningful client interactions. Every client, every email, every job, every invoice, all in one shared hub for your team.
TeamWave
teamwave.com
TeamWave is the best small business CRM, project management & HRMS software. A better way to manage your projects, team and sales.
Leadsales
leadsales.io
CRM for WhatsApp, Facebook and Instagram Centralize your chats in columns, automatically assign them to your sales and customer service teams
ClientPoint
clientpoint.net
Their enterprise platform helps you easily manage business relationship workspaces for each of your prospects, customers and partners, where you can schedule, meet and share materials all in one place. Nurture leads more effectively, propose & close deals faster, and onboard & serve clients better. From Marketing (prospect engagement & content curation), to Sales (proposal management and e-signature), to Client Care (customer onboarding & relationship management), to Expansion (upgrades & renewal), ClientPoint helps you build stronger, more valuable business relationships. Integrations: Salesforce, Netsuite, Microsoft Dynamics, DocuSign, RightSignature, Sertify
Method CRM
method.me
Method:CRM is the #1 rated CRM for QuickBooks Desktop and Online users with 1,300+ five-star reviews on Intuit’s apps.com. Use Method:CRM’s patented QuickBooks integration to get an instant, two-way sync for your customer information, invoices, payments, and more so that your data is always up to date! Better yet, put time back in your day as Method:CRM automates lead collection as well as your estimate and invoice creation process. With Method:CRM, your productivity skyrockets and you can say goodbye to double data entry once and for all! Method:CRM’s built-in online customer portals are designed to elevate your customer service and keep your customers coming back for more. Easily take a data-driven approach to marketing and sales with Method:CRM’s robust activity tracking and the 360-degree view you instantly get of each customer.
Vidyard
vidyard.com
Vidyard is the video tool built for virtual selling. It makes it easy to record and send videos that add a personal touch at all stages of the sales cycle–from prospecting to proposals. Backed by powerful video analytics and integrations, Vidyard is trusted by thousands of virtual sales and marketing teams across the globe to help them generate more leads and close more deals with video.
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rfpio.com
RFPIO provides RFP software that helps you improve the sales proposal process. Schedule a Demo to immediately reduce your RFP response time.
Quoter
quoter.com
IT Sales Quoting Software will never be the same. Quote to cash platform that helps IT Service Providers save time & supercharge revenues. Upgrade your quote-to-cash process today. Send winning sales quotes in minutes. Quoter is online quoting software for sales teams. Our easy-to-use platform, automation workflows, and unlimited user pricing plans will empower your team to create more quotes than ever before.
vcita
vcita.com
vcita is enabling you to focus on growing your business, stay organized and deliver exceptional client experiences with an intuitive management platform. Automate time-consuming admin tasks like payment collection & billing, scheduling, client reminders & management - track your interactions with customers by keeping notes and viewing clients payment history from a friendly dashboard.
Jetpack Workflow
jetpackworkflow.com
Jetpack Workflow is a workflow management tool that helps firms standardize, track and automate their processes allowing them to complete more work and prevent tasks from falling through the cracks. Serving over 16K customers globally, we help firm owners meet deadlines, track team progress, and grow their practice without worry. Jetpack Workflow also offers native integration with QBO and the G-Suite, as well as our integration with Zapier, we keep you connected to all the important areas of your business and clients. Our template library has over 70 ready-to-use templates that will get you organized, fast. With world-class support available via chat, phone, or email, our workflow specialists ensure you get the most out of our software so you can focus on growing your business.
NetHunt
nethunt.com
NetHunt is a sales automation tool that literally lives inside your Gmail and other Google Workspace apps. It helps sales teams manage leads, nurture customer relations, monitor sales progress, and close more deals. Businesses grow x5 with NetHunt CRM, check customer stories - https://nethunt.com/case-studies
uman.ai
uman.ai
By utilizing uman's AI assistant, companies can streamline key business functions such as proposal creation, client support and employee onboarding. It breaks down data barriers silos and boosts accessibility and reusability of information within the company. The result is less stress for sales, presales and consultants and higher productivity overall.
SalesBoss
salesboss.ai
SalesBoss is an all-in-one sales, marketing, communications, and automation software platform for local businesses across industries, including home services, retail, automotive, real estate, professional services, and more. SalesBoss combines the power of Sales, Marketing, SMS, Email, Calls, Calendar, Webchat, Inbox, Pipeline, Reviews, Payments, Websites, Funnels, and Automation in one AI-powered solution. From lead capture and nurturing to deal closing and customer retention, Salesboss helps you manage your entire sales pipeline on one easy-to-use platform. Plus, its built-in automation capabilities save time and increase efficiency by automating repetitive tasks. Local Businesses can organize their data, generate more leads, create strong pipelines, and close more deals faster.
DealHub.io
dealhub.io
DealHub delivers a complete quote-to-revenue solution designed to drive sales processes forward faster. As the only low-code commerce engine that balances customizability with business agility, DealHub empowers mid-market and enterprise leaders to streamline their teams and processes, execute deals faster, and create predictable pipelines more effectively. With CPQ, CLM, Billing, and Subscription Management solutions powered by an intuitive Sales Playbook, teams can issue proposals, close deals, manage contracts, and automate their subscriptions and billing from one unified location. DealHub also centralizes buyer/seller communications and delivers everything needed to close deals in a digital DealRoom. Integrating with leading CRMs, like Salesforce, HubSpot, Microsoft Dynamics 365, SugarCRM, Freshworks, and trusted by revenue experts such as WalkMe, Gong, Drift, Hopin, SpotOn, Sendoso, and Braze, DealHub ensures faster time to value with one fluid revenue motion.
MYOB Australia
myob.com
Whether you're just starting out, or running an established enterprise, you can manage your entire business with MYOB. One business management platform, with all your key workflows – from finance and supply chain to employee and project management – MYOB saves you time and money. Wherever your business is headed, MYOB adapts to meet your changing needs. Whilst providing the visibility and confidence you need to make better, more informed decisions. Unleash your business’s potential, with MYOB.
Proposify
proposify.com
Proposify is the online proposal software that gives you control and visibility into the most important stage of your sales process. The close. From deal design to sign-off, get the confidence and flexibility to dominate deals. Create impressive sales documents that stay consistent and error-free. Receive the insights to scale your process, make timely engagements, and accurately forecast. Deliver a seamless sign-off experience for your customers and prospects. Features include a flexible and user-friendly design editor, electronic signatures, CRM integrations, data-driven insights, interactive pricing, content management, approvals, and so much more. If you're ready to give your sales team the competitive edge, visit our website or book a demo at https://www.proposify.com.
eWay-CRM
eway-crm.com
eWay-CRM helps companies to be truly effective. We transform the well-known Outlook environment into a full-fledge CRM. Download for Free.
Scoro
scoro.com
Scoro is a comprehensive work management software specifically designed to cater to the unique needs of service businesses that have grown weary of dealing with disjointed systems, unpredictable workloads, and shrinking profit margins. With its powerful features and intuitive interface, Scoro aims to streamline and optimize the entire workflow of agencies, consultancies, and other professional service businesses, providing them with a unified platform to manage all aspects of their operations, from quote to cash. By consolidating essential functions such as project management, time tracking, collaboration, invoicing, and reporting into a single solution, Scoro eliminates the hassle of switching between different tools and brings coherence to the work process. It enables businesses to gain better control over their projects, allocate resources efficiently, and monitor progress in real time, thereby enhancing productivity and ensuring timely project delivery. Scoro's data-driven insights and analytics empower businesses to make informed decisions, identify areas for improvement, and drive overall growth and profitability. In a world where service businesses face increasing complexity and competition, Scoro stands as a reliable ally, offering a holistic solution to optimize operations, improve profitability, and drive long-term success.
Ontraport
ontraport.com
Ontraport is a no-code business software that empowers service businesses to systemize and scale. Ontraport manages and automates the entire buying cycle, resulting in faster growth while freeing up business owners and teams to deliver more customer value. Ontraport’s full set of marketing, sales and business operations features include CRM, automation, payments, sales pipeline, web apps, tracking, email and SMS, landing pages, and membership sites. Service providers of all kinds — including consultants and agencies, coaches and advisors, and personal and professional service providers — trust Ontraport to achieve more growth with less work. For more information, visit www.ontraport.com.
Coretal
coretal.co
Helping you save time, money and frustration with Coretal. Streamline your processes with the core business management platform. Coretal - coretal.co - is the innovative all-in-one platform to run your business from; including project management, invoicing, proposals, CRM, support and ticketing, calendar, scheduling and much more. We're building the go-to platform for your core business needs. Saving you time, money and stress. Always have an overview of your business with our dashboard and widgets. Boards - Flexible. Customisable. Powerful. Create, set-up and manage Boards your way. Task Boards, project Boards, Boards to track processes. Boards to manage staff. Boards for any solution, or problem. Link Boards to projects. Have independent Boards. Really the choice is yours Projects - Follow projects all in one place with briefs, tasks, timelines, time tracking, conversations, decisions, invoices, proposals and contracts together. Invoices - Send, track and get paid using our invoices feature. People - Save contacts and keep a track of your interaction and communications with them.
NeoDove
neodove.com
The only telecalling dialer and CRM you’ll ever need. A full-featured Dialer and Telecalling CRM to upgrade productivity and supercharge sales.
CloudCC
cloudcc.com
CloudCC offers the complete CRM platform with highly competitive pricing, features business apps covering marketing automation, sales force automation, service management, extensible platform and industry CRM solutions and more. CloudCC provides SaaS and PaaS so that you can find out a CRM solution we can do for you.
Suralink
suralink.com
Suralink is the leader in PBC request list management, helping accounting firms simplify the audit documentation process while improving the client experience. Our cloud-based application integrates a dynamic PBC request list and assignment workflow with a secure file hosting platform to give clients access to an easy-to-use, all-in-one portal. Our technology and industry expertise help more than 400 of the leading firms in North America and the UK ensure a simpler, more secure audit process.
FastSpring
fastspring.com
FastSpring IQ (Interactive Quotes) communicates your pricing and packages to prospects in a clear, customized, private page that provides prospects with a sales psychology-backed buying experience they love. Whether you're looking to explain your pricing, create a modernized sales proposal, or need a CPQ alternative, IQ has you covered.