Page 8 - Top Canopy Alternatives

SuiteFiles

suitefiles.com

Document creation, collaboration, and signing all in one spot. SuiteFiles is powerful — yet simple — document management software for accounting and professional services firms. Our workflows are exactly what small to mid-sized firms need to grow along with their clients. We back your daily activities, integrating with Xero, Karbon, QuickBooks Online, Microsoft 365, and more. We’re on a mission to give firms of all sizes enterprise-grade solutions and service that meets them where they are in their growth trajectory. The result? A user-friendly, scalable, robust platform that your team and clients will actually enjoy using. Our product development and customer support teams are responsive — meaning you have people invested in you getting the most out of SuiteFiles. With SuiteFiles, your document management needs are taken care of and your IT burden is lifted allowing you to increase billable hours and strengthen relationships with your clients. With 1000+ efficiency driven professional services firms bettering their businesses with SuiteFiles (and a 99.6% renewal rate), we’re the obvious choice for you. Un-silo your operations with full workflow solutions and extensive integrations connecting you with industry-leading apps. SuiteFiles’ comprehensive features and functionality were designed for teams of 10 to 500 with your employees’ satisfaction in mind. Over the years, we’ve perfected our software for your end-to-end processes with integrations, automations, signing, and email management eliminating the app hopping and multiple subscription fees you’d otherwise need. We combine easy third party sharing with cutting-edge security without taking away your data ownership. We’ve simplified the complexity of organizing, centralizing and leveraging the information your firm needs to perform every day. You should be spending your working hours serving clients and growing your business, not fighting with files. So, we designed SuiteFiles with quick, complete data migration and onboarding to get your team operational in as little as two days. Plus, our intelligent interface is easy to use and consistently refined. By eliminating unnecessary back-and-forth, process delays, collaboration overhead, and toggling between multiple tools our time saving adds up. Our customers report saving 5 hours a week, per employee. That’s 6 ½ FTE weeks per staff member annually!

Insale CRM

insale.io

Simple, smart & easy Sales CRM for your team. Managing sales processes becomes a delightful experience, making your sales team fall in love with the process.

CloudOffix

cloudoffix.com

CloudOffix is a premier global provider of a unified low-code total experience platform designed to revolutionize how businesses automate and streamline customer and employee interactions. CloudOffix's platform, rooted in the freedom of customization and the power of automation, allows organizations to digitize workflows, enhance experiences, and boost efficiency across commercial and operational teams. At the core of CloudOffix is our low-code App Builder, coupled with comprehensive Customer Experience (CX) and Employee Experience (EX) applications. These tools empower our clients to build custom applications effortlessly, leveraging a universe of ready-to-use templates and connectors. This enhances collaboration and automation, enabling businesses to adapt swiftly to market changes and scale operations efficiently. CloudOffix's commitment to genuine care defines our approach, prioritizing sincere relationships over business transactions. CloudOffix engages with clients and partners transparently, listening and adjusting to deliver tailored value that respects each organization's uniqueness. CloudOffix is not just a technology provider but a partner in innovation. With CloudOffix's all-in-one platform, companies worldwide can manage Sales, Marketing, HR, CRM, Project Management, E-Commerce, Collaboration, Invoicing, and Helpdesk from a single integrated solution. This eliminates the need for multiple disparate systems, dramatically reducing costs and enhancing productivity. Trusted globally, CloudOffix is dedicated to customer success, evidenced by the strong, sustained relationships we forge. CloudOffix's robust network of partners and global presence enable us to deliver localized solutions with universal appeal, ensuring that each client receives dedicated support and the resources necessary to excel. With CloudOffix, businesses gain the agility, tools, and freedom to achieve more with less, enhancing total experience management and ensuring operational excellence.

Salesdash CRM

salesdashcrm.com

Salesdash CRM software helps logistics companies (freight brokerages, 3PLs) grow new shipper relationships. Salesdash helps sales teams in logistics streamline their sales process to grow sales and revenue. Built for freight brokers, by a former freight broker sales leader. The product is best suited for those who take a consultative selling approach, have a larger contact list, need to prevent missed follow-ups, strive to be detail-oriented, may have a longer deal cycle requiring multiple touch points, and maintain consistent outreach to stay in front of clients. Task management, contact management, pipeline management, and custom reporting are the core components of Salesdash. Implementation to customize fields, add your team members, and importing leads from a spreadsheet can all be done within minutes. Engage with your leads and prospects with integrations from Gmail and Outlook for email and calendar. Send emails to your contacts from Salesdash, build email templates, track opens, and send automated sequences. Easily access company websites, company LinkedIn pages, and personal LinkedIn pages for those that do research prior to outreach. Salesdash prevents missed follow-ups with our task management system that keeps today's tasks and overdue tasks in front of you. Salesdash also suggests tasks for leads that you forgot to set a follow-up for and the system ranks them based on indicators for leads that may be further along in your sales process. Feedback on Salesdash is that the CRM is a slimmer, more user-friendly CRM compared to other providers that is tailored towards freight brokers.

Centrium CRM

centriumcrm.com

Simple CRM software for your business. Centrium will help you and your team manage contacts, close deals and keep track of work that needs to be done.

Tapdesk

tapdesk.io

Tapdesk is a CRM and lead search tool designed to streamline the sales process of every sales organization allowing more time and energy to closing deals. It is a tool built for sales professionals and organizations with sales team. Tapdesk is powered by AI and our Machine learning algorithm provides you with relevant data to increase your productivity and cut out waste. We have a unique search capability that allows users to find decision makers and potential customers based on multiple criteria.

Revamp CRM

revampcrm.com

RevampCRM is a CRM for small business & etailers. We automate your repetitive tasks, so you can focus on growing your business. Dynamically Segment your leads, send email campaigns and define continuous-automation workflows. You can automate everything from reminders and follow-up emails to task creating, lead score and many more.

SuperOffice

superoffice.com

With SuperOffice CRM, its goal is to help companies create sustainable customer relationships. Relationships have always been at the heart of our CRM solution. Whether it is building relationships with customers or with colleagues, SuperOffice connects people through technology and helps them achieve more. Through our CRM technology, know-how and experience, we inspire and empower B2B professionals to anticipate customer needs and to serve and delight customers.

Flavor CRM

flavorcrm.com

Grow your business faster with the help of the best CRM software in Singapore. Now you can easily track leads, manage clients and close deals seamlessly. Goodbye, messy spreadsheet!

Uncat

uncat.com

Uncat helps accounting professionals fix uncategorized expenses, income, and assets with their clients. It automatically notifies clients, and syncs with QuickBooks Online, Xero, and QuickBooks Desktop. Just $5/month. Stop herding cats! Start a 14-day free trial.

Salesfokuz

salesfokuz.com

A comprehensive and compact application to manage the sales team is what every manager asks for and Salesfokuz is the answer. Leveraging the benefits of technology, Salesfokuz, an effective field force management software was developed as a solution for the management and communication issues faced by every data-driven sales team across the globe. Salesfokuz was developed with a mission to ease up the sales team from struggling over the manual tasks performed on day-to-day basis. This field force management app or tool is built as an outright solution for all the struggles. Salesfokuz helps the managers and the team members to list, perform and update all the marketing activities on the go that too with the mere use of fingertips. Using this mobile CRM, managers can schedule, assign, locate and track the live location of the field staff, analyze their performance and come up with reports without any hassles. Team members can instantly update the status of their meeting and reduce the leakage of data upon using this customized work force management tool. Salesfokuz as a whole is a complete sales tracking system that helps management to systematize their entire marketing and sales process thereby saving time and reducing lead leakages. Our proud sales CRM products include Leadfokuz, Realfokuz, Fastfokuz, Factfokuz and Dentfokuz meant for diverse industries like real estate, hospitals, construction, investment, manufacturing, distribution etc.

Results

results-software.com

Results is an all-in-one CRM for Service Operations and Field Service Management. The award-winning software provides a 360-degree view of clients and other important business relationships. Streamline operations and enhance customer relationships by managing your contacts, sales, projects, processes, and billing with Results. Results offers seamless integration with QuickBooks and other popular apps.

Prospur

prospur.io

Prospur - an end-to-end CRM platform to automate and better manage your Small Business. Prospur provides a digital transformation platform for small businesses to acquire, engage, and retain customers while closing more sales. Being a trusted Microsoft Gold partner, Prospur focuses on Sales enablement and lead generation, social media and marketing tools, AI and data management tools, and operational support that help small business owners acquire and connect with customers for their services. You get many powerful features with Prospur that can transform your Small Business: - Proactive Sales Management - Multiple CRM Integrations - Targeted Marketing - Rich Social Media Tools - Progressive Integrations Prospur offers a digital infrastructure to design targeted campaigns and excel in assisting customers based on their needs. Easy integration with productivity services such as Microsoft 365 and payment services like PayPal and Square makes it a win for small businesses. Prospur also offers more useful integrations with our Cloud Based CRM like QuickBooks, MailChimp, Microsoft Azure, Stripe, LawPay, Microsoft Dynamics 365, Yelp, and many more.

Teknovate CRM

teknovatecrm.in

Teknovate CRM is the best B2B & B2C Sales and Marketing Software. It helps with the tracking & automation of sales and marketing activities. It acts as a Personal Lead Manager for you. It will Capture Leads from all the Sources, Send Auto Mail/SMS, and reminding you of all your activities. It is all that you need to transform any average salesperson into a star performer. You can effectively manage Sales, Marketing, Projects & tasks, Service Tickets, and more departments.

VS CRM

vscrm.in

CRM Stands for Customer Relationship Management. It’s a software solution that make it easy to store data. You can store all your data and customers, calls, emails, reports, Meetings, add notes, manage your business, and find out who’s currently using or last used your CRM without logging out of the CRM system.

Privio Edge

privio.co

Privio Edge is a CRM software that allows you to manage leads, contacts, and expenses. It offers real-time tracking of your sales executives and includes a mobile app for on-the-go access, helping boost sales productivity and drive business growth. Privio Edge’s lead generation feature revolutionizes your sales process. Drive growth by automating lead capture, qualification, and nurturing. Target high-quality prospects and increase conversion rates with powerful analytics and personalized outreach. Maximize your business potential with Privio Edge.

lucro

lucrocrm.com

lucro CRM is THE solution to every Small Business Owner’s IT nightmares. Offering all the benefits of an off-the-shelf CRM system but with added flexibility to be bespoked to mirror your exact business needs. The system is so simple to use with NO in-house IT skills needed to configure or manage as we do it all for you.

SellCRM

sellcrm.net

SellCRM is a simple and modern CRM platform that helps businesses organize their activity and data, to respond simpler and faster to more posible clients. SellCRM is a sales software, a CRM that keeps track of your company, customers and partners, helps you track your opportunities, activities and more.

Tubular.io

tubular.io

Tubular is built to streamline your sales. Help you better organise your leads, close your deals quicker and create sales reports in seconds rather than hours. All in one place all at a low price. Sales pipeline software for collaborative sales teams. Capture leads from multiple sources and campaigns, nurture them through your pipeline, visualise your sales forecast and enjoy the most advanced smart sales reports. Most sales pipeline software can be very rigid, time consuming and have a lengthy learning curve. Tubular allows the flexibility and custom functionality required to adapt to different types of businesses in todays fast moving word. There isn't a simpler or better looking sales tracking product around.

Unnatim

app.unnatim.com

Unnatim Connect offers a flexible and scalable business management solution designed to streamline operations, enhance collaboration, and drive productivity. With features spanning HR management, project planning, invoicing, customer support, and more, Unnatim Connect empowers businesses of all sizes to thrive in today's competitive landscape. Its intuitive interface, customizable workflows, and real-time insights make it easy for teams to stay organized, communicate effectively, and make informed decisions. Whether you're a small startup or a large enterprise, Unnatim Connect offers the tools and resources you need to succeed. Experience the difference with Unnatim Connect today.

Vettrix

vettrix.com

Vettrix is a business solution platform that offers software tools for sales, recruiting, and creating custom forms.

PromoXcrm

promoxcrm.ai

PromoXcrm is specially designed for promotional products distributors and covers all the aspects that other CRMs do not. It integrates with your industry leading tools and softwares letting you manage everything from a single portal. Seamless management of all your teams, projects and clients. Delight your clients with ‘PromoXcrm’ specially designed for promotional products distributors.

Zeldata

zeldata.com

Zeldata is a cloud-based enterprise resource planning solution that improves the performance and profitability of entrepreneurs and businesses. Featuring advanced functionality, including human resources management, sales process management, accounting management and project management. Zeldata will automate crucial daily activities which you can easily control from any device. The software helps entrepreneurs and business owners to enhance customer experience in streamlining business processes. Zeldata is the human-centered and user-friendly ERP software which helps you to automatically manage any business processes seamlessly. Business automation solutions with integrated financial metrics and help your business grow rapidly.

Erpisto

erpisto.com

Erpisto is cloud-based enterprise resource planning (ERP) platform designed for midsize to large enterprises. It caters to multiple industries including manufacturing, consumer goods, education and pharmaceuticals. Primary features include accounting, business intelligence, customer relationship management (CRM), human resources (HR), inventory management, manufacturing and supply chain management (SCM). It features its an e-commerce platform to allows users to integrate the system with their online store and point-of-sale (POS) system for brick-and-mortar stores. Other features include financial management, budgeting, sales management, account management, campaign management, warehouse management, production management and process management. It allows users to manage workflow and resources in a single window pane. The business intelligence and analytics features provide process automation, data collection, financial analytics and forecasting. It is compatible with Windows, Mac and Linux operating systems. It also features mobile applications for Android, iOS, Windows and Blackberry devices. Support options include knowledge base, email and phone.

SeoSamba

seosamba.com

SeoSamba is the original multi-site marketing automation software platform that executes on your behalf rather than reports and leave the heavy lifting work to you. SeoSamba works great for both B2B services or B2C retail franchising brands, and small businesses. SeoSamba is also available as a private-label solution to qualified partners. You can use the software or rely on our professional services team to deliver turn-key solutions from strategy to ongoing execution and support. SeoSamba patent-pending, hybrid open source marketing framework is built around SambaSaaS and SeoToaster. SambaSaaS let you access search rankings, website analytics, but more importantly optimize websites continuously for top Google performances, let you curate and share content, track inbound calls, forms and sales across any number of websites through a single cloud-based interface. SeoSamba's open source front-end SeoToaster Content Management System let you build, manage and market easily corporate, or directories websites, while SeoToaster E-commerce let you build powerful ecommerce websites with built-in merchandising tools such as MLM, group pricing, and more. You are free to host websites on your own or can rely on our worldwide Amazon cloud.

Zbizlink

zbizlink.com

Zbizlink is a dynamic, cloud-based proposal management tool that combines six core business applications into a single software to help small to corporate proposal teams automate the proposal process. Zbizlink is all-inclusive. More than just a proposal management tool, it’s engineered to ease government and commercial proposals and support the full business development lifecycle with numerous super-smart, time-saving features – RFP Parser, global autofill, role-specific dashboards, customizable templates – and much more. Assess opportunities in no time. Discover partner potential and qualified resources. Finish the proposal 3Xs as fast – so your team can go home.

Propoze

propoze.app

Propoze is an easy-to-use proposal management software that allows users to quickly create and share sales proposals. It stands out among its competitors due to its simplicity and ease of use. Its drag-and-drop proposal builder helps users create proposals in just minutes - and every proposal looks visually stunning by default. Propoze is designed primarily for freelancers and small businesses. To help them gain more clients and grow their business, Propoze allows users, even in the free-forever plan, to create an unlimited amount of proposals and onboard an unlimited amount of clients. With Propoze, users can create and manage their own custom Services and Units - and they can add as many Clients to the app as needed.

Zomentum

zomentum.com

Accelerate deals and increase revenue with the sales acceleration application built exclusively for Technology Partners. The all-in-one Zomentum Grow is designed to mimic the way you sell. With Grow, you can automate tedious sales tasks to keep opportunities moving. Our Application consolidates sales activities, keeping sales teams consistent, and helping them build solid client relationships. Zomentum grow enables you to: • Assess and determine the right course of action and present options for current clients to their business needs. Use assessments to perform routine risk analysis and identify gaps before they become a problem for your clients. • Discover new-Age SaaS Vendors. Find the right SaaS vendors to pitch the suitable product bundles from the start. Equip your clients with the productivity, cybersecurity, and business continuity tools they crave. • Design professional-looking quotes and proposals with customizable templates. Check availability of products, compare prices, enter categories, descriptions, and other data automatically. Provide multiple pricing options to prospects, set product bundles, and upsell within a quote by allowing clients to manipulate quantities. Digitally sign documents and schedule and collect automatic recurring/one-time payments. • Convert opportunities into revenue as you can visualize opportunities moving from one stage to another with automated activities and tasks. You can also set multiple pipelines to cover alternate sales funnels like upselling and cross-selling. • Automate your pipeline by logging all conversations and activities that a client has with your business. Set automatic alerts when your client opens an email, comments on a quote, or e-signs a proposal. • Analyze pipeline health with intuitive reports and learn which sales patterns are most successful for your team. Then, see how to maximize each rep's productivity. • Expand your revenue streams with automatic templates for designing detailed but easy-to-understand Quarterly Business Reviews. About Zomentum: Zomentum is the only intelligent Revenue Platform built to help Partners discover, sell, and manage services. Zomentum reduces the complexity of the sales process, eliminating numerous tools with one modern platform built to maximize revenue. So far, we've helped our customers generate close to $500M in Channel revenue.

Ignition

ignitionapp.com

Ignition is an all-in-one platform for professional services that empowers businesses to get paid faster, and run smarter. Ignition automates and optimizes proposals, client agreements, billing and payment collection to put an end to late payments, unbilled work and mundane repetitive admin. Ignition also integrates with leading apps such as Gusto, QuickBooks Online, Xero, ProConnect, Karbon, Xero Practice Manager and Zapier to automate workflows and free up valuable time. Over 7,000 professional services businesses globally rely on Ignition to get paid faster for all of their work, run more efficiently, and become more profitable.

Beetle Eye

beetle-eye.com

Beetle Eye streamlines CRM and marketing tools in order to provide one powerful platform that helps you grow your business. As a marketing automation platform, with Beetle Eye you can: * Automate email marketing campaigns * Create personalized email templates * A/B split testing * Host campaign assets * Manage email subscriptions * Make, deploy and analyze surveys * Track customer engagement Some of the Beetle Eye CRM functionalities are: * Aggregate lead sources * Manage and qualify leads * Generate lead lists and segments 8 Send triggered sales responses * Record advanced lead data * Leverage custom data modeling