Page 5 - Top OnRamp Alternatives

Liscio

liscio.me

Liscio is a secure cloud-based web and mobile software solution that simplifies client communication and collaboration. With features including secure messaging, secure file sharing and storage, FirmView, Firm-to-One service, Mobile App, FrontDesk onboarding, e-signatures, and more, Liscio replaces vulnerable email and paperwork with an encrypted, invite-only client experience platform that empowers you to become the proactive, modern firm your clients deserve.

LeaderTask

leadertask.com

In LeaderTask, you can create tasks, divide them into subtasks and fine-tune them to suit your needs. Delegate tasks to your team today.

Easynote

easynote.com

Easynote is work and collaboration software where anyone and anywhere can manage their daoly work. It's easy and very scalable to any industry or business thanks to it's unique grid system. No matter if you need to work agile, in timeline or gridway, Easynote is the right choise for you. So it's time to say goodbye to Monday.com, Asana, Clickup, Trello, TeamGantt and many more. Use over 50 pre-defined templates to get started in seconds. Manage small projects or large enterprise projects together with your team! Use our unique dashboard to get overview of all your projects at once, in once single place. Easynote offer a 7 day trial with no credit card required.

Aligned

alignedup.com

Sales teams - put simply, ALIGNED is a digital sales room–a collaboration platform for your team and your buyers. It allows you to orchestrate complex deals, increase buyer engagement, and shorten time to value. How? Aligned streamlines all of your customer communication, content, processes, and tools into one personalized customer workspace (Yes, really). No more chasing over emails week after week - it’s just one link, leading to one digital room, rules them all. You also get access to never-before-seen insights by uncovering blind spots in the customer journey–ultimately helping you gain more control, engage all stakeholders, improve efficiency, and…close more deals, faster. Our tool is beautiful, simple to use and has a free trial, no credit card or trial period - sign up for Aligned today and see for yourself.

Workiro

workiro.com

A next-generation app that uniquely combines task, communication and document management capabilities, including e-signature - helping you get any work done, with anyone, in a better way.

Planless

planless.io

With so many constraints to consider and constant changes, planning possibilities are endless and ever-changing. That's why planning work shouldn’t be a manual process. Planless combines all your constraints and builds the perfect work plan for you. It matches your team skills and availability to your project due dates and other requirements making the ideal plan to deliver work, every time. Maximizing your teams' efficiency and adapting to every change, instantly.

ChurnZero

churnzero.net

ChurnZero is your platform and partner for Customer Success. We help your subscription business succeed at scale by giving you everything you need to improve efficiency, increase revenue, and deliver the best possible customer experiences. ChurnZero helps your Customer Success team spot potential churn risks early and see renewal and expansion opportunities faster. Best-in-class automation and personalization, in-app communications, and Customer Success AI™ make it easy to engage with customers and lead them to value. Our platform offers journeys, health scores, survey tools, segmentation, plays, reporting, real-time alerts, walkthroughs, collaboration centers and more, and integrates easily with your CRM and tech stack. Beyond the software, we pride ourselves on being your team’s trusted partner, consultant, and coach, dedicated to helping you and your team focus on the work that matters most.

Valuecase

valuecase.com

Yesterday, sales was a chaos of endless email streams, lost attachments, action plan spreadsheets, and overwhelmed prospects going dark. ‍ Today, sales is done with Valuecase. So prospects can move faster and sellers finally know if an opportunity is still moving. Sales and customer success teams of all sizes choose Valuecase to engage customers, simplify collaboration, and uncover never-seen insights along the way. Docs? Mutual action plans? Commercials? With Valuecase, they are all in one beautiful space, shared with prospects in just a click. From first contact with your product, to the sale, to onboarding, and beyond.

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.

I Done This

idonethis.com

Your team, in-sync. More than 160,000 people use I Done This’s easy daily check-ins and powerful progress reports to run more effective and productive teams.

Service Provider Pro

spp.co

SPP.co is a client management and billing software made for growing agencies. Get happier clients with a white-labeled Client Portal. Scale up your team with role-based permission controls. Finally, you can have your projects, clients, and billing all under one roof.

Matilda Workspace

matilda.io

The All-New All-In-One Workspace for Modern Teams Embracing the concept of a unified workspace, Matilda brings a powerful suite of best-in-class apps together in one place, allowing teams across the globe to connect, create, coordinate, and delight their customers effortlessly. With its mission to simplify technology, Matilda empowers organisations to do more with less, making it an essential tool for startups to Fortune 500 companies alike. Key Features: -Powerful Apps Included: Matilda comes packed with a suite of powerful applications including Docs, Projects, Tables, Chat, Customers, and Copilot, ensuring that teams have all the tools they need to succeed. - Create with Ease: With Docs, teams can co-edit in real time, making document creation and coordination seamless. This feature aims to replace Google Docs, Notion, and Coda, by providing a more integrated and efficient experience. - Streamlined Project Management: Matilda's Projects feature allows for effortless management and tracking of every aspect of your projects. With capabilities like auto-scheduling, it's designed to replace tools like Jira, Trello, and Asana. - Advanced Data Management: Although Tables are coming soon, they promise to redefine data handling by syncing data from hundreds of sources or creating new collections, aiming to replace tools like Airtable, Notion, and Segment. - Seamless Communication: Chat brings all team communication into one place, integrated across projects, tasks, and docs, providing an alternative to Slack and MS Teams. - Customer Relationship Management: The soon-to-be-released Customers feature will allow teams to effortlessly track leads and manage customer interactions in one streamlined interface, aiming to replace Salesforce and Hubspot. - AI-Powered Assistance: Copilot offers custom AI assistants to help automate and streamline workflows, aiming to replace AI tools like ChatGPT and Google Bard. Conclusion: Matilda Workspace stands out as an all-encompassing solution that not only promises to streamline and simplify the way teams work but also embraces the future with its AI-powered capabilities and commitment to sustainability. Whether you’re managing projects, coordinating with your team, handling customer relationships, or leveraging AI for automation, Matilda Workspace provides an intuitive, powerful, and adaptable platform for every kind of team to thrive. Try Matilda today and experience the future of work, designed to help you deliver projects on time, every time.

Plocs

plocs.com

10 times better task management. Plocs makes you more successful, more relaxed and happier with the help of goal-oriented plannin

elapseit

elapseit.com

Resource planning and time tracking software, from project kick-start to invoice. elapseit is simple to use, extremely user-friendly and easy to learn. It’s the perfect choice for startups, agencies, small & medium companies, especially in the following fields: digital marketing, creative agencies, web development, IT & Software companies or legal. In a nutshell, elapseit covers the following: • Resource scheduling • Time-tracking • Projects (phases/task) • Leave management • Invoicing • Legal documents sharing, versioning and more • Dashboard and reports PROJECT You can start to create a project (time and material or fixed fee). Set a default hourly rate. If you have more rates on the project that’s fine, you can customize it depending on the job title of each person who will be billed. You can even set who is allowed to log hours on the project: every person who’s got a licensed account or only allocated persons on that project. If you want to be even more in control that is possible, you can set if the hours logged on the project will be automatically approved or needs to be approved by a project manager assigned. You can have different phases of the project, you can create direct tasks on the project, or you can create tasks only on phases of the project. After creating them you can assign persons directly on project, phases, tasks, task’s of phase’s of project. It’s your choice. PEOPLE With regard to your employees/collaborators, you can keep every info that you need in a single place: hourly rate or monthly pay, currency, the number of vacation days per year, weekly working hours, upload documents related to a person and so on. TIMESHEET It has never been easier to be in control with hours logged by your team on different projects/phases/tasks. As a project manager you can schedule your team on a project. Each person who has been allocated, when will log into the system with his/her account will see his/her allocation and can submit the hours if worked accordingly or can add a new project/phase/task if worked more than has been allocated or if worked less can simply modify and submit the accurate number of hours worked. If the project has been set up as hours logged to be approved by a project manager, then the project manager will check the hours submitted and can approve or reject them and put a comment. After that, the team member can submit again the hours based on the comment(s). After the hours has been approved, the project manager or financial department can lock the hours so no one can modify no longer the hours so an accurate invoice can be created directly with just a few clicks. RESOURCING SCHEDULING The Gantt chart is very easy to use and offers you important information. You can see at a glance who’s over-allocated or under allocated. You can drag and drop to modify the allocation of a person on a project/phase/task. You can use the filters to see only the information that you need in that moment: only for specified projects, people, departments, locations, job title. LEAVE MANAGEMENT Leave management system (availability) is working together with the resourcing planner and timesheet. You will see on the resourcing planner who is off and for how long. You can approve or reject different types of days off and into dashboard you can even see the persons who have time-off approved for a future period. One big aspect is that bank holiday has been integrated into leave management, so you don’t need to worry if a person is requesting a time-off during a period which includes a bank holiday because that day will not be taken from his/her vacation days. DASHBOARD and REPORTS As a manager of a small or medium company you will see into dashboard into seconds what’s relevant for your business: accounts payable (no matter if you’ve invoiced in different currencies you will have the total amount converted into the currency choose by you), next pending invoices, top overdue invoices, top over-burn or under-burn projects and so on. Customized reports which help you in your business, starting from the basic timesheet, list of your employee’s time-off, billing, profitability, cost with your employees, forecast and so on, you can download them as pdf or csv. LEGAL Legal documents sharing, versioning and more. BILLING & INVOICING Invoicing can be automatically created based on the timesheet no matter the type of project (fixed fee or time and material) and can be edited after manually and download it to send it to your client. CUSTOMIZE YOUR BUSINESS’s ACCOUNT PREFERANCES You can customize your company profile account based on your preferences and change them whenever you want: • Set maximum hours per day that an employee/collaborator can submit • Set maximum vacation days per request • Set default vacation days (you can personalize for each employee in part after) • Set when to be notified, before project budget will be burned or allocation will exceed the project budget (%) • Set a default currency (you can personalize for each project) • Create different departments (development, financial, administrative, HR, maintenance and so on) • Create different locations • Set different types of time-off: sabbatical, educational leave, maternal leave and so on. The app already provides you the following types: vacation, sick leave and home office. • Set the bank holidays from your country and benefit from the following aspects: • Translate the invoice in your local language • Ticketing system platform.

Totango

totango.com

Totango is customer success software businesses can't outgrow, providing unlimited scalability and unmatched time to value to help cross-functional enterprise teams drive productivity, retention, and expansion. Prebuilt customer success programs that are embedded with industry best practices make it fast and easy to get started, customize to your business, and achieve critical business outcomes at each stage of the customer journey. The biggest customer success teams in the world—including SAP, Github, Schneider Electric, and Aircall—use Totango to integrate customer data for a 360-degree view of customer health, collaboratively manage their customer portfolio, and engage proactively and intelligently with their customers.

Alternative Payments

alternativepayments.io

Alternative Payments is a full-service B2B payments platform that simplifies and automates payments for you and your customers. Offer your customers a white-labeled and secure platform to pay invoices with numerous payment methods (ACH, credit cards, and Pay in Installments). Integrate with leading accounting and PSA software solutions to sync invoices and make auto-reconciliation a breeze. Enable automations like auto-pay and automated email reminders to save you time and collect invoices faster, and unlock data insights to give you complete visibility on payments and better predict cash flow. All in one platform.

Zendo

getzendo.io

Zendo is an all-in-one software for streamlining selling services, from custom, and productized to subscriptions. It helps entrepreneurs and agencies speed up their internal processes with the help of automation. Create your own workflows, automatically generate invoices, and boast a professional-looking Service Catalog, where your clients can easily make a purchase. It's a simple and elegant solution that instead of a dashboard, proposes a chat as a center of operations, where each new client's request creates a conversation thread. It's where you send quotes, invoices, payments, and messages. Forget about switching between tabs or apps entirely and do everything in one place. Zendo can be made your own with a variety of white-label options, from custom domain to branded colors and even your own, personalized chatbot! Gather your team and make your business thrive in this easy-to-use, intuitive software.

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.

Welcome Spaces

welcomespaces.io

Welcome Spaces offers private Spaces for professionals and their clients to exchange, share and stay connected. We host all your exchanges - simplifying, unifying and organizing everything. If you are a marketing agency, financial expert, wedding planner, web designer or a lawyer - this is the client portal you've been dreaming of. Why Welcome Spaces? Because doing business can get messy and overwhelming for both you and your clients! Key Features: ✅ Simple organization : Private Spaces with Activity Feed ✅ Personalized client experience : Custom Branding ✅ Easy exchanges : Document Sharing and File Requesting ✅ Time saving : Bundles and Templates ✅ Versatile communication : Live Chat, Private Chat, Video Call ✅ Centralization : Document Library Start with our forever-free version and enjoy smooth business relationships!

Practice

practice.do

Practice helps client-based businesses reduce their admin work by streamline scheduling and fulfillment, centralizing client activity, and consolidating tools. Built for business owners working with contractors and clients.

Friyay

friyayapp.io

With Friyay everything you need is just 1 click away. Friyay has Tools, which can organize just about anything: Tasks, notes, files, conversations and data. Tools adapt to the needs of each team and team member based on role, project size and workflow, because different work requires different tools. Pick the tools you need and add as you go. Friyay brings everything together in one app and one click away.

Moovila

moovila.com

Moovila is the World’s Most Advanced AI-Driven Project Automation platform and empowers organizations to streamline processes, optimize resource allocation and utilization, and proactively manage risks and timelines. With a focus on mastering the nuances of efficient project delivery and resource optimization, Moovila guarantees precision in every aspect. Its features are meticulously crafted to meet the demands of dynamic project environments and include: • Robust Project Creation & Management • Critical Path Automation • Streamlined Project Portfolio Management • Advanced Resource Allocation & Capacity Forecasting • AI Risk Monitoring, Identification & Remediation • Real-time Insights and Dashboards • An AI Project Management Coach • Collaboration & Communication Tools • Seamless, Native Integrations with CRMs and PSAs Moovila the top choice for businesses dedicated to leveraging their project potential to its fullest to improve margins and ensure customer satisfaction.

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.

Clinked

clinked.com

Clinked is a cloud-based client portal and collaboration tool. It enables teams, project groups and business clients to all collaborate efficiently on documents and files from within a secure cloud environment. We offer 3 main portal options: 1. Easy (off the shelf easily customizable portal). 2. Bespoke (custom portal built on the Clinked infrastructure to your specific requirements). 3. Virtual Data Room. All portals offer a wide array of features, some of which are listed below. Enhance Your Business Image * Clinked client portal can be customized and white-labelled. * Use your own URL, e.g. https://clients.yourcompany.com. * Branded native mobile apps are available for Android and iOS. Collaborate and Communicate * Update clients with real-time activity streams and project progress management. * Assign tasks to individual team members or share the workload with more than one user. * Have efficient discussions, communicate using @mentions, instant 1-2-1 and group chat, and microblogging. * Full-text search. A Secure Client Portal * 256 bit SSL in transit and AES encryption at rest. * Two-factor authentication for secure access to your solution. * Account administrators can view all user activity in the audit trail. No.1 FTP Alternative * Drag and drop files and folders to share large files. * Locate and bring up files and folders with the universal search bar. * View live previews of your documents without having to download them. Integrations * Native integration with Google Workspace. * Native integration with AdobeSign, DocuSign and JotForm. * Automate tasks & actions with over 3,000 apps via Zapier. * Public API. Completely custom portal built to your specifications * Built on robust Clinked ISO certified infrastructure. * Select from a vast array of existing features. * Add new unique features that your business needs. * Custom UI to fit your use case and workflow. * Straightforward design process. * Quick delivery.

Ping

ping.tm

Ping is an intuitive task manager that combines simplicity with advanced features, making it perfect for managing personal tasks and improving team collaboration. Designed to streamline productivity, Ping offers tools that adapt to your needs, whether you’re planning your day, tackling complex projects, or delegating tasks to your team. With Ping, you can easily manage your personal task list using features like reminders, recurring tasks, and task snoozing for a more flexible schedule. AI tools enhance productivity by helping you quickly create tasks through voice commands or turning starred emails into actionable to-dos. Integrations with Gmail and your calendar ensure seamless planning, while the AI Task Assistant provides step-by-step guidance to help you complete tasks efficiently. For teams, Ping offers robust collaboration tools that transform how you work together. Use Kanban boards to visually organize tasks, assign responsibilities, and track progress. Advanced project management features allow you to set dependencies, delegate tasks, and monitor team workflows. Notifications and mentions keep everyone on the same page, while tools like task tracking and approvals ensure accountability and transparency. Whether you’re focusing on personal productivity or enhancing team communication, Ping combines task management, project planning, and powerful AI features into one streamlined platform.

Flat

flat.app

Flat is simple, delightful, collaborative work tracking for teams. Describe, track, and discuss work in a shared space that’s as easy to use as your notes app.

FileInvite

fileinvite.com

FileInvite automates the collection of client information for document-heavy workflows. Create a seamless digital experience for your clients with our branded client portals, complete with built-in Chat, eSignatures, PDF conversion, cloud storage syncing, CRM integrations, automated text & email follow-up, and more, so you can spend your time where it really matters. Trusted by thousands of customers worldwide, discover the tool that top professionals are using to automate their document collection.

CELUM

celum.com

Even great products require remarkable presentations to win on the digital shelf. Ever since the advent of employer branding, every company understands that the brand itself needs to be positioned as efficiently as possible. CELUM solves this challenge with its unique SaaS Content Supply Chain Management Platform. CELUM’s software enables Marketing, Brand and Product teams to build engaging experiences through creating, approving, managing, and distributing content to every required channel, and to understand the content’s impact. Since its foundation in 1999 CELUM has grown its employee base to nearly 150 people, who have been working tirelessly and passionately to help hundreds of our clients to bring their brands and products to the centre stage. And this is exactly where customers’ buying decisions are made and where brands are connected with company values. CELUM is proud to have many world-renowned brands are among its customers, such as SCOTT Sports, Outfront advertising, Essity, Shop Apotheke Europe, and Sartorius. CELUM combines disruptive innovation and its start-up spirit with sustainability and long-term planning. The ultra-modern headquarters and engineering centre in Linz, Austria is among the most spectacular office buildings in the country. The CELUM Campus combines New Work principles, eco-friendly architecture, and traditional alpine-inspired design features. CELUM’s experienced management team (Alessandro Kurzidim – Product, Michael Wirth – Operations, Michael Kraeftner – CEO/Growth) lead the company with sustained 2-digit annual growth rates. CEO Michael Kraeftner has continued to engage himself deeply with matters relating to digital product communication and engagement ever since completing his studies in media informatics. He is an industry-recognised expert and regular speaker in the fields of “Digitisation of Marketing Processes” and the “Disruption of e-commerce Content”.

Kroolo

kroolo.com

Kroolo is reshaping the way people work with a fully integrated Productivity Platform coupled with cutting-edge AI. We believe in making productivity fast, smart, and beautifully simple. Kroolo is not just a platform; it's a dynamic workspace engineered to bring together all essential tools in one centralized workspace - no more jumping from app to app. Our platform seamlessly integrates Projects, Goals, Tasks, Documents, and Collaboration, providing a holistic solution for the way business works today. Key Features: * AI-Powered Efficiency: At the heart of Kroolo lies a powerful AI orchestration engine, Kroo AI. Equipped with over 1,000 templates, Kroo AI ensures the creation of projects, goals, and documents is not only lightning-fast but the results are both highly relevant and immediately useful, setting a new standard for AI-powered productivity. * Seamless Integration: We understand the importance of interconnectedness in today's digital work life. Kroolo allows for full integration with the most popular productivity tools. Bid farewell to duplicate entries and data loss, as Kroolo ensures a smooth, consolidated user experience. * Intuitive Workspace: We built Kroolo to be easy to set up and use. Less time spent learning how tools work, means more time being productive. We think that matters.

Startdeliver

startdeliver.com

A Customer Success Platform that is actually easy to use. Most tools used by Customer Success are either made for Sales or way too complicated. Startdeliver lets CS teams easily monitor customer health and learn which actions best help customers be more successful and less likely to churn. Startdeliver is for Customer Success what CRM is for Sales. A platform that helps CS teams monitor customer health, manage projects and automate workflows – made to be easy to use, easy to integrate, and easy to maintain.