Page 15 - Top Clientary Alternatives

Certinia

certinia.com

Certinia (formerly FinancialForce) delivers a Services-as-a-Business platform that powers and connects all aspects of services operations, from services estimation and delivery to customer success management and financial planning and accounting. The company’s Professional Services Automation (PSA), Customer Success, and ERP solutions—delivered on Salesforce’s leading cloud platform—provide the ability to run a connected services business, deliver with intelligence, and achieve business agility. Headquartered in San Jose, California with offices around the world, Certinia is backed by Haveli Investments, General Atlantic and Salesforce Ventures. For more information, visit www.certinia.com.

Poltio

poltio.com

Poltio’s no-code embeddable solutions that are responsive and white-label, enables brands/agencies to humanize product discovery and capture real time zero party data / get unbiased insights / boost ... Show More OI while creating segments and personas. Just Select the right solution such as smart survey, engaging test or product recommendation quiz / gift finder. Product quizzes not only enhance customer’s shopping but they also provide a superior experience and elevates the customer journey with guided selling.

Rev.io

rev.io

Rev.io provides configurable software for billing, customer management, business management, payments, analytics, provisioning, and automation to service providers in telecommunications, Wireless & IoT, managed IT services, A/V, security integration, and other related industries. Our modern, cloud-based software delivers the industry’s most complete quote-to-cash experience, enabling our clients to grow their revenue efficiently. By utilizing Rev.io's software platform, API, and partner ecosystem, its clients can efficiently bill their customers, manage products and subscriptions, rate usage at scale, ensure compliant taxation, process payments, run detailed reports, and analyze dynamic data.

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.

Upflowy

upflowy.com

Upflowy is a drag and drop no code tool to build and optimize web experiences. Easily A/B test signup flows, sales lead funnels, customer on-boarding and more. Upflowy gives you everything you need to build a story worth engaging with in only a few clicks.

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.

MakeForms

makeforms.io

MakeForms is a comprehensive SaaS tool designed to assist in the creation and management of custom forms, surveys, and quizzes for various websites. Beyond the surface-level ability to create forms, this tool also enables users to manage approval workflows, verify leads' contact information, and make sense of data using different view options. MakeForms includes a series of useful applications such as quiz, poll, form, survey, test, and contact form makers. It supports the creation of various types of surveys like NPS, CSAT, and CES, making it a versatile tool for a multitude of use cases, including feedback collection, research, lead generation, registration, application forms creation, appointments scheduling, calculators, and quote builders. MakeForms also features different form types such as One at a Time, Step Forms, and All at Once to cater to different user preferences. It also provides tools for team collaboration, data organization, form design customization, form sources, form embedding, submission verification, and access control, among others. Furthermore, this tool is utilizable across various industries including healthcare, education, marketing, HR, real estate and finance, making it a highly adaptable system.

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

Snapforce CRM

snapforce.com

Snapforce CRM is a software for small and mid sized business that provides Telephony fucntionality, and the only CRM on the market that provides a Virtual PBX Phone System as a standard module for all new customers.

Array

buildarray.com

Array – Easy to Use Online Form Builder. Collect data using mobile IOS & Android and desktop devices. Free to try, 1000s of templates. Array empowers clients to transform static forms and manual processes into dynamic, digital interactions that ensure data quality and improve compliance. Leverage our mobile and web friendly drag-and-drop builders to create engaging and efficient workflows across stakeholders, all without writing a line of code. In the age of AI and machine learning, complete and structured data is requisite. However, many companies suffer from aging, analog or unstructured processes that compromise data integrity and make it virtually impossible to harness the power of automation. With Array, clients improve data inputs to deliver real-time visibility, pinpoint problems, enhance user experience and drive efficiency. Unlike other no-code platforms, Array supports a progression from a no-code to a low-code environment with the ability to embed platform components into existing legacy and core systems. This approach allows you to plan big but start small and remain agile as business needs change.

MoonClerk

moonclerk.com

You're just 5 minutes away from accepting recurring payments and one-time payments online. Explore for Free. No credit card required.

Jiga

jiga.io

Sourcing manufactured parts is a very manual, time consuming process. With constant back-and-forth with suppliers via emails and spreadsheets, supply chains become inefficient, slow and error-prone. Jiga makes sourcing parts fast and hassle free. Using Jiga you: -Find the right vetted suppliers -Communicate with them directly -Eliminate friction on quoting and ordering -Track quotes, parts, revisions and orders Supported manufacturing services include CNC machining, 3D printing, sheet metal, injection molding, custom PCBs and more.

Yanomo

yanomo.com

Yanomo is a multilingual, industrial-strength time & expense tracking tool - with the usability and accessibility you expect from a friendly, social SaaS-solution. Our 4500+ customers run the gamut from multinationals and law firms to design agencies and startups. Our 17-day free trial will show you why our clients love us: Yanomo will greatly reward your business - and your people. Really easy time tracking is why it works. Business critical insights is where Yanomo becomes indispensable.

Slenke

slenke.com

We created Slenke to eliminate barriers between teams, so your teams can focus on getting work done. What can you do with Slenke? Organize and Manage Projects Communicate with your team Manage and Assign Tasks Track your time Run your entire business with Slenke

Verto Cloud

vertocloud.co.uk

Verto gives you all the information you need on the status of all active and proposed projects. It is a single location for files, to-dos, timelines and keeps everyone up to date with what’s going on even when they are on the move.

Hiveage

hiveage.com

Fast, simple and free online invoicing and billing software in the cloud. Hiveage is trusted by more than 50,000 freelancers and small businesses from 140 countries. Whether it’s sending invoices, accepting payments or automatically charging clients, Hiveage helps you get your finances out of the way, so you can focus on the important stuff.

BoardBell

boardbell.com

BoardBell includes task boards & team chat for project management. Assign, track, discuss, & complete work from anywhere, anytime.

HERAW

heraw.com

HERAW is an all-in-one collaborative platform for post-production project management and creative content validation. HERAW MASTER CREATIVE WORKLOW. DELIGHT AUDIENCE. HERAW is a French collaborative online content validation solution. Adaptable to any ecosystem in the world, this solution dematerializes the very concept of the office to remove material constraints and help you focus on what you know/love to do. The advantage of such a workspace is to make all of your projects available to your colleagues according to a dynamic of collective, autonomous and targeted management. All working on the same platform according to the roles assigned to them, they follow the progress of each project in real time thanks to an annotation, sharing and alert system. As for you, “director” of this office, you have overall monitoring of the activity of your human resources to better manage their performance. In this virtuous system, the pleasure and interest of working takes on its full meaning.

PHC GO

phcgo.net

Fast Software for fast companies. Control the business and accelerate your results with online management software tailored to your company.

Bidsketch

bidsketch.com

Bidsketch proposal software lets you create, electronically sign, and track professional looking client proposals in 50% less time.

Vasion

vasion.com

Vasion enables organizations to digitize content and automate workflows to drive compliance, scalability, and accountability. With their SaaS platform, you'll give end users a seamless experience across Print, Scan/Capture, Workflows, and Content Management, with open APIs for simple third-party software integration. Organizations use Vasion to intelligently capture data from physical documents, build custom eforms, automate digital workflows, and leverage e-signatures, all with the robust security and control of enterprise content management. Vasion has the solutions to help drive efficiency, accountability, compliance, and finally deliver on the promise of digital transformation for all. Some features that set Vasion apart: 1. Intelligent Physical Capture - Convert paper-based data into actionable digital information and initiate workflows simultaneously. 2. eForm Digital Capture - Initiate digital native workflows via eForms and eliminate the need for paper whenever possible. 3. End User Print - Modernize print infrastructure by replacing servers, scripting, and GPOs with SaaS automation and self-service SaaS. 4. Workflow Automation - Deliver scalability and accountability through an enterprise-proven workflow automation engine. 5. Content Management - Ensure security and compliance with a best-in-class enterprise content management solution. 6. Output Management - Easily manage ERP/EMR initiated physical print jobs with confirmed delivery and secure release technology.

Docupace

docupace.com

Docupace is a leading digital operations technology provider that simplifies how wealth management firms process and digitize data, increasing efficiency, productivity, and profits. With the secure, cloud-based Docupace Platform, the Docupace team provides a suite of digital solutions that helps broker-dealers, RIAs, and their advisors streamline and automate client onboarding, document management, advisor transitions, Regulation BI, cybersecurity, and other critical workflows while maintaining SEC and FINRA compliance. With headquarters in Holmdel, New Jersey, Docupace is proud to serve a variety of firms, including some of the largest in the financial services industry, through a combination of proven technology and hands-on service.

Logiforms

logiforms.com

Design & Host Secure Forms Online in minutes - with Zero Programming. Logiforms is Professional Grade Form Software, powerful and flexible enough to meet your projects needs. Simple & Easy Logiforms will save you time and money and put you in control of your Form Design project. Logiforms helps business's go paperless to save time and money. With Logiforms you can build web based workflows, secure online forms, mobile forms and collect electronic signatures. Logiforms is a complete suite of tools to help your business automate daily tasks and interactions with customers through easy to use online forms with custom workflows and processing.

WIIN.io

wiin.io

Deploy your online portal simply, collect any type of information step by step and analyze it collaboratively. * Present: Reach your target audience by promoting your actions and initiatives on a modern online portal that reflects your image. * Collect: Collect online submissions in whatever format you need. Design a single information workflow and centralize all your needs. * Collaborate: Alone or as a team, automate repetitive tasks and improve your programs with time-saving flexible tools. * Review: Coordinate the evaluation of the information you've collected quickly and fairly, from anywhere. * Analyze: View and analyze the requests, information or applications you collect with your WIIN.io platform at any time.

Riddle

riddle.com

Create and publish awesome content - then measure your fans' reactions - across ALL of your social profiles! Riddle is designed with one purpose - to make it easier for millions and millions of social creators like you to amplify and grow your audience. After all, you’re the ones making the infinite variety of online things that make the world laugh and cry, think and share. But with so many social networks, it’s becoming harder to keep engaging all of their fans with great new content. Enter Riddle - where creators of all kinds can connect and post great content to all of their social profiles, then use Riddle’s beautifully intuitive dashboard to learn what their fans loved most.

Powform

powform.com

Powform – Your Ultimate Form Building Solution! Powform revolutionises the way you create, manage, and analyze forms for your business. Say goodbye to cumbersome form-building processes and hello to intuitive, powerful tools designed to streamline your workflow. Whether you're collecting customer feedback, processing orders, or conducting surveys, Powform empowers you to create professional, customised forms with ease. With Powform, you have access to a wide range of features tailored to meet your business needs. Its drag-and-drop form builder allows you to effortlessly design forms that reflect your brand identity. Choose from a variety of form elements, including text fields, checkboxes, dropdown menus, signatures, formulas and more, to create forms that capture the information you need. But Powform is more than just a form builder. They understand the importance of data security and compliance, which is why we offer robust encryption and privacy features to safeguard your sensitive information. Rest assured that your data is protected every step of the way. One of Powform's standout features is its advanced analytics capabilities. Gain valuable insights into form submissions with real-time analytics and reporting tools. Track trends, identify patterns, and make data-driven decisions to optimise your business processes. Whether you're a small startup or a large enterprise, Powform scales to meet your needs. Its flexible pricing plans cater to businesses of all sizes, ensuring that you get the most value out of its platform. In today's fast-paced digital landscape, efficiency is key. With Powform, you can streamline your form-building process, improve data collection accuracy, and make informed decisions that drive business growth. Experience the power of Powform today and take your business to new heights!

HIPAAtizer

hipaatizer.com

HIPAAtizer is a HIPAA-Compliant form builder and document solution. It is the only solution created by developers for developers and marketing professionals. HIPAAtizer allows IT Support service providers, marketing agencies, website developers and Healthcare professionals to quickly and efficiently HIPAAtize their PDF, Word and digital forms. HIPAAtizer boasts a WordPress plugin and HIPAA-Compliant online form builder with drag & drop functionalities to allow for maximum customization and flexibility. HIPAAtizer's full service includes a form conversion service that allows users to keep their existing forms in a fully HIPAA-Compliant and online responsive format. In addition, HIPAAtizer provides HIPAA-Compliant online forms with fully customizable encrypted printable PDF forms.

Funnelforms

funnelforms.io

Improve your lead generation, get more customers, a better structure and acquire the right staff with our intelligent forms! The visitor can interactively click through individually created steps and is thus encouraged to contact you or buy your product.