Page 2 - Top Cotalker Alternatives

Momentum

Momentum

momentum.io

Momentum is a no code platform to automate sales workflows. By embedding into existing sales-first tooling, from Slack and Salesforce to Asana and Outreach, Momentum gives revenue team the building blocks to operationalize sales motions and improve efficiency. With pre-assembled recipes, including Slack deal rooms, deal desk approvals, and automatic capturing of files and notes into opportunities, deals close faster, with better accountability and collaboration along the way.

ProWorkflow

ProWorkflow

proworkflow.com

ProWorkflow is an industry-leading comprehensive project management tool for teams of 5 to 5,000. With 17 years of experience and more than 3 million projects completed to date, we understand small details through to big data. Track Gantt chart tasks, Kanban boards, time, documents, communications, quotes and invoices. Our powerful API and customizable features let you easily tailor ProWorkflow to your job. World-class customer support and free onboarding makes the decision to join easy.

TaxDome

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.

Process Street

Process Street

process.st

Process Street is the world's first Process Management Platform powered by AI. We help teams share their core processes, and then transform them into powerful no-code workflows. Start with employee onboarding to set up new hires for success, then build all sorts of workflows like customer implementation, content approvals, and tenant screening. Manage your team wiki and company handbook 100% free. Join Salesforce, Colliers, Drift, and 3,000+ others who use Process Street today.

Creatio

Creatio

creatio.com

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Millions of workflows are launched on their platform daily in 100 countries by thousands of clients. Genuine care for their clients and partners is a defining part of Creatio DNA. Creatio offerings include a no-code platform (Studio Creatio), CRM applications (marketing, sales, and service), industry workflows for 20 verticals and marketplace add-ons. They help their customers digitize workflows, enhance customer and employee experiences, and boost the efficiency of commercial and operational teams. Creatio is recognized as a Leader and Strong Performer in multiple Gartner and Forrester reports. Creatio products receive raving end-user reviews on peer-to-peer portals. Their customers enjoy the freedom to own your automation. Freedom is provided through unlimited customization, the ability to build apps without a line of code, and a universe of ready-to-use templates and connectors. Their platform empowers knowledge workers to build applications with no-code while increasing organizational capacity. They believe in genuine care. They build sincere relationships with their clients and partners by giving a hand first and then thinking about business, communicating transparently and openly, and listening, adjusting and bringing value. Creatio is an American company headquartered in Boston, MA. They have 700+ employees in six offices and a local presence in 25 countries. Creatio has long-lasting relationships with some of the world’s most successful organizations including AMD, Bayer, Kraft Heinz, Visteon, Société Générale Group, BNP Paribas Group and many others. Creatio partners with 700 GSIs and local integrators. Their culture is about genuine care for their clients and partners, passion, going the extra mile and staying positive.

Fluix

Fluix

fluix.io

Fluix is field productivity software that empowers field teams with everything they need to perform at their best - by giving them tools to collect data, manage tasks, and ensure compliance with industry regulations.

Runrun.it

Runrun.it

runrun.it

Runrun.it is a Work Management Solution in the Cloud. If your company needs to track where people's time goes, Runrun.it can help in a simple and unique way. Imagine Runrun.it as a playlist of tasks, projects, and workflow. The user clicks on Play and Runrun.it automatically counts hours, allocating costs to clients, projects, and task types. You gain control and insight into the profitability of your projects and clients through a powerful set of data. Try it free.

Scoro

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.

Rocketlane

Rocketlane

rocketlane.com

Rocketlane is a purpose-built platform for customer onboarding, implementation, and Professional Services Automation. Modern businesses like Clari, Mixmax, GoCardless, nCloud Integrators, etc., use Rocketlane to improve project predictability and profitability, shorten time-to-value, and elevate the customer experience.
 Rocketlane uniquely combines project management, document collaboration, and communication into one tightly-knit experience. The built-in resource management, time tracking, portfolio management, budgeting, and business intelligence help you run projects against set budgets and timelines. The platform helps you impress your customers, hold them accountable in the journey, create repeatable playbooks, forecast demand efficiently, get on-demand visibility into projects and customer sentiments, and increase the productivity of your teams.

Gmelius

Gmelius

gmelius.io

Gmelius makes great teamwork happen right from your Gmail inbox. Starting with powerful shared inboxes, shared Gmail labels, visual Kanban boards, and smart workflow automations right inside Gmail, Gmelius offers a unique collaboration platform that integrates with the rest of your daily apps. Connect your favorite tools together with our unique 2-way integrations (including Slack and Trello), public API, or through Zapier. • Simplify email management • Increase transparency and accountability • Automate and optimize the distribution of your workload • Streamline your workflows and automate any grunt work Gmelius offers the leading shared inbox solution in the market and here is why: 1. Gmelius seamlessly integrates with your existing tools. Gmelius lives right in your Gmail inbox, letting your teammates work in an ecosystem they are comfortable with. You save time and money on migration, administration, and training. 2. Gmelius scales with your needs. Our unique architecture supports on a daily basis small and large organizations. Our largest customers count 8,000+ active shared inboxes and 10s of thousands of users. 3. Gmelius enforces a strict Privacy by Design model. Our headquarters are in Switzerland, Europe, and privacy has always been proactively integrated into our platform. Unlike other services, Gmelius never stores the content of your emails.

Magical

Magical

getmagical.com

Magical is a productivity app that speeds up repetitive tasks as you work - no APIs or integrations required. Just an browser extension. With a simple keystroke, Magical automates mundane tasks like messaging, data entry, sourcing, and prospecting workflows. Unlike existing automation solutions that are expensive, clunky, and require a technical team to set up, Magical is designed for non-technical users, offering no-build task automations that works across any app. Use Magical to quickly personalize and expand messages as you type, move data from app to app to keep data bases up to date or move data into spreadsheets instantly. You can even use AI to write new messages for your using quick replies or custom prompts - where ever you work. Invite your entire team onto Magical and make everyone more productive by sharing your best message templates or productivity hacks. Magical is free to use!

Parabola

Parabola

parabola.io

Parabola is the spreadsheet alternative where you combine the data running throughout your company and create automated processes. Pull in data from any source you can imagine—from scattered spreadsheets and tools, to emails and PDFs—and build logic that replicates the manual work you do every day. Use our canvas to combine and transform your data, and surface the results to the right people at the right time so you can do more with the data you rely on. In the process, you’ll codify the steps for every workflow you manage so they become repeatable, shareable, and usable for the whole team. Create solutions for the problems you’ve always wanted to solve, and make your work more shareable and impactful along the way. Parabola is proud to serve companies like Flexport, Sonos, Uber Freight, Brooklinen, and Chubbies and is backed by OpenView Partners, Matrix Partners, Thrive Capital and more.

Assembly

Assembly

joinassembly.com

Assembly is a modern AI-driven engagement platform that streamlines recognition, rewards, internal communication, and collaboration across the organization. This single, convenient hub offers comprehensive and versatile engagement solutions, including announcements, AI workplace assistants, contests, surveys, and more. Assembly provides an extensive catalog of rewards, such as gift cards, custom swag, culture rewards, and charity donations, fostering a workplace culture where employees feel valued, appreciated, and connected. Powerful analytics enable managers to gain insights into company sentiment, ensuring an environment where employees feel heard and understood. Recognize Your Team in a Meaningful Way Align core values with recognition to encourage daily embrace by the team. Enhance recognition with a vast catalog of rewards including gift cards, custom swag, culture rewards, and charity donations. Automate Milestones and Anniversary Recognition Celebrate every teammate's birthday or anniversary with automated custom shoutouts. Seamless Integration with Microsoft Teams and Slack Engage seamlessly where you already work, with secure integration and real-time data updates. Input data once for immediate synchronization across platforms. Enhance Employee Engagement Utilize CEO and executive updates, various employee surveys, weekly check-ins, and satisfaction surveys to improve engagement. Streamline Internal Communications Leverage tools like AMA templates, news feeds, help templates, group feeds, icebreakers, idea management, internal wikis, and meeting tools to enhance communication workflows. Boost Team Productivity Use daily recaps, agendas, meeting notes, product feedback, wins lists, and a lightweight sales CRM to increase productivity. Simplify HR & Recruiting Implement surveys for employee benefits, exit interviews, eNPS scores, internal referrals, interview questions, and new hire feedback, alongside contractor time tracking and other HR templates.

Xano

Xano

xano.com

The Scalable No Code Backend. Xano is the fastest way to build a scalable backend for your app using No-Code. Each Xano account comes with a scalable server, a flexible database, and a No-Code API builder that can transform, filter, and integrate with data from anywhere. Thousands of people around the world use Xano to power everything from consumer apps to enterprise workflows. Make any App Scalable, Secure, and Compliant with Xano! Why use Xano? * Scale to support millions of users without worry. * Secure data on audited compliant infrastructure (ISO 27001, ISO 9001, HIPPA, GDPR) & SOC 2 TYPE II coming soon! * Ability to choose from many server locations. * Store data on a powerful PostgreSQL database with No Record Limits. * Easily Create APIs with simple to complex business logic using No Code. * Integrate and connect to any platform or front end. * Launch without worry on Xano’s secure infrastructure with 250+ Tutorial videos, robust documentation, and a vibrant community. Who is Xano for? * Citizen Developers: Builders that use No-Code to build without limitation * Product owners: Validate ideas quickly and deploy apps without engineers * Digital Marketers: Integrate systems and automate customer touchpoints * Students: Learn backend development concepts by building MVPs without code * Traditional Developers: Deploy apps faster without sacrificing quality or scale * Development Agencies: Make client work easier with better handoff * Teams: Collaborate in real-time across the entire development lifecycle * Enterprise Organizations: Build scalable, secure software without the overhead People turn to Xano when they want ... * One Backend to power many front-ends * To build without limits: We are the only Turing-complete No Code API Builder * No record limits: Flexible storage options * No-Code ETL: Xano as a router connecting many different data sources. * To Quickly build APIs: Easily build documented APIs and connect to external ones * Scale: Xano is built on best-in-class scalable infrastructure

Flowster

Flowster

flowster.app

Flowster is the easiest way to manage your company’s processes. It takes mere minutes to create your own custom Standard Operating Procedures (SOPs)!

Lytho

Lytho

lytho.com

Lytho Workflow forms part of a Creative Operations Platform built specifically for the needs of creative and marketing teams. Combining the most powerful elements of task and workflow management with the collaborative features of online proofing, Lytho helps teams get more content produced - faster. Do the work you love, automate the rest.

Workmap

Workmap

workmap.ai

Automate Workflows & Manage Data with Spreadsheet Simplicity.

Laserfiche

Laserfiche

laserfiche.com

Laserfiche is the leading SaaS provider of enterprise content management (ECM) and business process automation. Through powerful workflows, electronic forms, document management and analytics, Laserfiche accelerates how business gets done. Laserfiche pioneered the paperless office with enterprise content management more than 30 years ago. Today, Laserfiche is innovating with cloud, machine learning and AI to enable organizations in more than 80 countries to transform into digital businesses.

Zigaflow

Zigaflow

zigaflow.com

Streamline. Automate. Grow. Zigaflow offers one single software to simplify your business processes. It's customizable, easy to use and will improve the experience for you, your team and your customers.

Flowdash

Flowdash

flowdash.com

Flowdash is the fastest way to build semi-automated workflows. Not every process can, or should, be automated but nobody likes doing mundane, repetitive tasks either. Flowdash helps you build custom workflows faster that are catered to your unique business processes and help drive your business forward.

Tonkean

Tonkean

tonkean.com

Tonkean is the first-of-its-kind process orchestration and experience platform that helps enterprise internal service teams like procurement and legal create process experiences that people actually follow. Tonkean seamlessly wraps around existing policies and systems, allowing internal teams to do more with what they already have. With Tonkean, you can build processes that are personalized for each requester, and that use AI to automate the intake, triage, and resolution of every request. With a library of preconfigured process templates and a 100% no-code workflow editor, Tonkean is the automation platform of choice for innovative companies like Google, Netflix, Instacart, and Workday. And with full governance controls, you can guarantee compliance while maximizing adoption—all without any change management and no code. Founded in 2015, Tonkean is headquartered in Palo Alto with R&D in Tel Aviv.

GuideCX

GuideCX

guidecx.com

GUIDEcx is the world's leading Client Onboarding solution that creates a seamless transition between your sales and implementation process. With over five years and 300,000 successful onboarding projects completed, we know how to leverage our wisdom to deliver consistent Customer Onboarding experiences. Our process is designed to drive engagement, increase efficiency, and expand capacity without sacrificing quality of service. Easy to integrate into your existing CRM, GUIDEcx has custom templates, different customer views for each role, purpose-built integrations, and robust reporting. We don't just move your process to our software, our Professional Services team and Guide University resources are here to Guide and support you through every step of the process to accelerate time to value and maximize your onboarding team productivity. Reach out today to and we can help you bring your Customer Onboarding experience to new heights.

Puzzle

Puzzle

puzzle.io

Puzzle provides a collaboration platform to visualize how your operations work in just a few clicks. Today, users have mapped over 35,000 workflows in Puzzle to enable their teams to understand exactly how their people, processes, and tools work across teams. When you integrate with your favorite tools, such as Hubspot, Zapier, and Make, you'll be able to create flowcharts in just a few clicks—synced with data from the tools you use most.

Swit

Swit

swit.io

Swit is every team's work hub that consolidates collaboration essentials in one place - task, chat, goals, approvals, and integrations with Google Workspace and Microsoft 365. It's purpose-built to drive Employee Connection Where It Counts. Bring your entire company together on a unified platform that supports communication, work management, task tracking, goal setting, and so much more! Swit is flexible and scalable to meet the needs of any organization of any size. Drag and drop emails into Channels or convert them into task cards. Drag and drop task cards into Channels or DMs. Attach Approvals or OKRs directly to task cards. See why Swit is loved by organizations of all sizes from Small Businesses to Enterprise customers.

Epsilon3

Epsilon3

epsilon3.io

Epsilon3’s software platform manages complex operational procedures, saving operators time and reducing errors. It supports the entire life cycle of a project from integration and testing through live operations. * Interactive real-time synchronized procedures for multiple programs/missions * Embedded release process including approvals, edits, in-line feedback, and tracking changes between revisions * Query-able database of as-run procedures * Manual and automated procedure views and capabilities * Integrated telemetry, command and control, and mission data * Detailed analytics, reports, and dashboards

SuprSend

SuprSend

suprsend.com

SuprSend is a powerful notification infrastructure that streamlines your product notifications with an API-first approach. Create and deliver transactional, crons, and engagement notifications on multiple channels with a single notification API. What you get with SuprSend? - Multi-tenant support for easy client management - Template management with version controls - In-App Inbox for website and app (React, Angular, JS, Flutter - embedded & Headless components) - SMS, Email, Slack, Teams, WhatsApp, Mobile & web push integration - Batching notifications & Digests - Routing notifications between multiple channels - Brand management to send notifications to customer's end users - Out-of-the-box user preference management - Vendor fallback, switch with auto-intelligent routing - Run campaigns on top of the data warehouse - Real-time logs, analytics, and failure alerts

Kantree

Kantree

kantree.io

Kantree is a truly flexible work management platform to unleash collective intelligence. By giving full control over the way teams manage their projects and processes, Kantree allows you to take advantage of the talent and domain knowledge for your team members. It helps them to organize, plan and manage their work on a visual, collaborative and easy to use software. With as much freedom as spreadsheets, teams feel more confident and deliver more efficiently.

ShiftX

ShiftX

shiftx.com

Most process tools are either hard to use, even for trained experts, or a flexible mess. ShiftX is the user-friendly process modeling tool in between that includes everyone without requiring any training.

Quixy

Quixy

quixy.com

Quixy is a cloud-based No Code digital transformation platform for business process management (BPM) and workflow automation. Quixy empowers business users with no coding skills to build unlimited enterprise-grade applications, using simple drag and drop design, ten times faster consequently enhancing organisation wide efficiency, transparency and productivity.

VobeSoft

VobeSoft

vobesoft.com

Every software system has databases. These databases are often static, giving organizations that work with these standard solutions functionalities that they are not using and functions they can't change to their unique needs. Usually, with a lot of hassle, workarounds are applied to reach the end goal. But in the end, this hassle with workarounds only leads to frustration and not optimally using the advantages a software system should give you and your organization. The only static of today is that organizations are constantly changing. And this change isn't bad. It represents an improvement of the organization. To accommodate for this change, a system that changes and adapts to the way an organization works is necessary to ensure growth. This is VobeSoft: a software system with a dynamic database that is configurable to fit seamlessly into any organization. You, and not the software determines how work will be done, what data matters and how it should be stored. The context of the custom is leading in the way the system is set up and used.

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