Page 11 - Top Podio Alternatives

Breakcold

Breakcold

breakcold.com

Breakcold is a Sales CRM where you can engage & contact B2B contacts via Email, LinkedIn & Twitter. It's a Social Selling CRM for SMBs & Startups.

elapseit

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.

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.

Upwave

Upwave

upwave.io

Upwave is a visual platform for collaborating on projects, portfolios, and daily tasks. Visualize your projects with different views, including board, table, timeline and calendar. Monitor status and progress on all your projects from the portfolio overview. Track time, set estimates and create timesheets. Easily and securely involve outside collaborators. The intuitive and user-friendly interface makes it easy to get everyone onboard - no extra training needed.

Platformly

Platformly

platform.ly

Platformly is a powerful yet easy to use business management and marketing automation tool for busy business owners who are focused on growth. Platformly makes marketing attribution easy by precisely tracking interactions across different campaigns and channels throughout your entire marketing funnel. It helps you understand in unparalleled detail which marketing activities drive the most sales, who your most loyal customers are and what drives growth. BUSINESS DASHBOARDS Dashboards provide your most important business metrics consolidated into one fully customizable dashboard. They offer a real-time overview of what is happening in your business, with the ability to drill down and get the exact data you need at any given time. LINK TRACKING Platformly is your campaign management command center. Seamlessly track campaign performance, user interactions, sales and everything in between and beyond. CRM One central location for managing and strengthening customer relationships. See an overview or choose a contact to see all past interactions with your brand. All data is automatically updated in real-time. LEAD CAPTURE Intuitive customer acquisition tools, from behavior driven opt-in forms to complete, pixel-perfect landing pages. All with an easy drag-and-drop interface to help you launch effective campaigns quickly.

Workbooks

Workbooks

workbooks.com

Workbooks CRM joins up your entire business, helping everyone work better, work together, and work in the right way with a single cloud-based system. Marketing can generate more high-quality leads, sales can close more deals, finance can invoice quickly and easily, and support can deliver exceptional service. With secure anytime, anywhere access across all devices and seamless integration with your current systems, Workbooks gives your teams a single 360-degree view of your customers that helps them focus on the right things and get the real-time insights they need to make decisions. Workbooks helps you put customers at the heart of your business and build lasting, profitable relationships that grow long-term revenue in a sustainable way.

BenchmarkONE

BenchmarkONE

hatchbuck.com

BenchmarkONE helps businesses grow with sales and marketing software. We're the all-in-one solution for CRM, email marketing, and marketing automation - built for the way you work. Reach customers and drive revenue with our easy-to-use SaaS platform.

MyClients CRM

MyClients CRM

services.gomyclients.com

MyClients CRM is a comprehensive, all-in-one platform designed to empower small businesses, coaches and solo entrepreneaurs. It offers a range of powerful features, including lead management, client relationship nurturing, marketing automation, analytics, and AI-powered tools. With MyClients CRM, users can streamline their business operations, attract more clients, and enhance overall efficiency. The platform's intuitive interface, customizable workflows, and seamless integrations make it a valuable tool for optimizing business growth and success

MetaSpark

MetaSpark

metaspark.io

MetaSpark is a dynamic, AI-powered work hub that equips teams with the components to manage projects, people, and processes. Shape unique workflows with the help of MetaSpark's versatile dashboards, customizable templates, and an array of AI tools. Seamlessly integrate with 1000+ apps and collaborate effortlessly with your team, leveraging MetaSpark's collaborative features to foster effective teamwork and achieve remarkable productivity. Empower your team to focus on strategy and execution by saving 60+ hours a month on administrative tasks. Features: -List, Kanban, Gantt views -AI-generated project templates -Company templates -AI-generated documents and notes -Goals dashboard -My work dashboard -Comments, @mentions, and collaborative workspaces -Recognition and rewards

Project Insight

Project Insight

projectinsight.com

Project Insight is award-winning work & project management software that centralizes all of your work, tasks, and projects into one easy to use online platform. Connect everything from issues, approvals, expenses, scheduling, development, and more to give your stakeholders real-time visibility into your portfolio. PI is offered as a free expandable version or a full-featured and truly customizable enterprise edition. The tool has been used by over 10,000 users in companies of all sizes and industries since 2002. PI is recognized as a leading project and portfolio management (PPM) solution for its intelligent scheduling, powerful resource management, time and budgeting functionalities, real-time project and portfolio reporting, and streamlined agile, waterfall, and Kanban methodologies. PI's PPM solution is flexible, and completely customizable offering out-of-the-box integrations with software applications such as: JIRA, QuickBooks, Azure DevOps, Office 365, Salesforce, Google, and more. PI also offers a robust mobile app and the best customer support in the business.

Quiverflow

Quiverflow

quiverflow.com

Everything You Need, All In One Place Grow your business with our robust CRM, workflow automation, and email + SMS marketing tools to convert more leads into clients.

Upnify CRM

Upnify CRM

upnify.com

Upnify CRM is a sales system designed by professional salespeople.Through Upnify's automated tools and reports you will be able to accelerate your response speed and strengthen your follow-up patterns, controlling the activities of sales executives such as: follow-ups, calls, visits, videoconferences, quotes, emails, whatsApp, sms, etc. Take control of your sales process and sell more with Unify CRM.

Qebot

Qebot

qebot.com

The Qebot Marketplace partners with the best software companies available to allow business managers to shop for digital tools and apps to help manage and grow their business. After purchase, the tools can then be accessed directly through the Qebot Platform. One login to manage your entire business. Current offerings: -Website builder -Social media manager -Directory listing manager -Review/reputation manager -Email marketing manager -Cloud storage -CRM -Advertising campaign manager -Content Marketing

Zendo

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.

Tall Emu CRM

Tall Emu CRM

tallemucrm.com

Tall Emu CRM is a comprehensive customer relationship management (CRM) software system designed to streamline business operations and enhance customer interactions. Tall Emu CRM offers a wide range of features and benefits tailored to meet the needs of businesses across various industries. * Contact Management: Tall Emu CRM allows businesses to effectively manage their contacts, including customers, leads, and vendors, in one centralised platform. Users can easily access contact information, communication history, and interactions. * Sales Automation: The CRM offers robust sales automation tools, such as lead management, opportunity tracking, and sales forecasting. This helps sales teams prioritise leads, track sales pipelines, and identify opportunities for growth. * Marketing Automation: Tall Emu CRM enables businesses to automate marketing campaigns, including email marketing, social media integration, and lead nurturing. Users can create personalised marketing strategies to engage customers and drive conversions. * Customer Service: With built-in customer service features, businesses can efficiently manage customer inquiries, support tickets, and service requests. The CRM provides a unified platform for resolving issues and delivering exceptional customer support. Benefits: * Improved Efficiency: Tall Emu CRM streamlines business processes, automates repetitive tasks, and eliminates manual data entry, resulting in improved efficiency and productivity. Seamless integrations with MYOB and Xero accounting software means no double entry and reduced chance of errors. * Enhanced Customer Relationships: By centralizing customer data and interactions, businesses can deliver personalised experiences, build stronger relationships, and increase customer satisfaction. * Increased Sales Revenue: The CRM's sales automation capabilities help sales teams prioritize leads, close deals faster, and maximize revenue opportunities, leading to increased sales performance. * Effective Marketing Campaigns: Tall Emu CRM empowers businesses to create targeted marketing campaigns, track campaign performance, and measure ROI, resulting in more effective marketing strategies and higher conversion rates.

Serviceform

Serviceform

serviceform.com

Serviceform – The only software your business needs for Sales, Support and Marketing Have website visitors but not converting them into customers? Let's change that! Serviceform helps businesses around the world to convert website visitors into revenue. This is done by combining lead generation tools, analytics to identify the behaviour of the website visitors and a CRM to provide a single solution for website conversion and customer management. Our vision is to be a globally leading company focused on pushing the boundaries of online lead generation and communication. We want to be the only software your business needs for Sales, Support and Marketing. Serviceform is a Finland-based SaaS company. We are committed to growing the best possible lead generation tools and analytics tools. We want to allow business owners to make educated decisions and grow their businesses predictably. About our technology, we provide an all-in-one software platform that helps companies simplify their sales, marketing, and customer support process. • The only 6 website conversion tools you'll need: Chatbot, Live chat, Dynamic form, Conversational landing page, Engagement chatbot, Popup, and Floating bar. • Management tools: Flex xRM, Ourly Meeting scheduler, Website analytics, and Cookie banner. • Communication tools: Social inbox, Email and SMS campaign builder.

JunoOne

JunoOne

juno.one

Work with juno.one! Explore work efficiency like never before. juno.one is the 1st class ADLM solution for software development companies, software delivery companies and software integrators, worldwide. Within 30 days free trial version you can create all kinds of projects, oversee the proper management of testing processes, control, organize and be effective.

Bearbook

Bearbook

bearbook.com

Online accounting software app that helps your business manage sales, inventory, and accounting.

heycollab

heycollab

heycollab.com

Heycollab is a tool that helps you stay organized, manage tasks, and helps employees collaborate by empowering teams to work together. It's an all-in-one productivity management tool for teams & freelancers that combines collaboration with extensive features to help you manage resources and maintain visibility on projects. You can chat in real-time, share files, manage workflow, and keep your team organized. With Heycollab you can easily break down projects into tasks, set due dates, track team workloads & share files, & images with team members. Use one tool from day 1 to the Deadline to plan & organize projects, communicate & collaborate.

Twake

Twake

twake.app

Twake is the open digital workplace, a secure open-source collaboration platform to improve your team productivity and organizational efficiency. Twake has a suite of collaborative tools, team messaging, group channels, task management, calendar, drive to share and store your files, real-time document collaboration and end-to-end encrypted video meetings.

ConvergeHub

ConvergeHub

convergehub.com

ConvergeHub is an enterprise-grade CRM, with Sales, Marketing, Support and Billing, for managing all customer related activities from one unified platform. It is a high-horsepower business-growth platform built for small and mid-size businesses. You can use ConvergeHub to accomplish all customer related activities through every stage of the customer lifecycle. Use it to attract leads, send campaigns, nurture prospects, close sales, answer support tickets, generate contracts, store documents, manage products or services, send quotations, create invoices, and more. ConvergeHub’s powerful customization and automation features let you configure and automate your own business processes and skyrocket productivity. ConvergeHub’s 360-degree prospect and customer view gives you in-depth actionable insights, allows you to keep track of all touchpoints through activity history, and lets you plan upcoming conversations with prospects and customers through any channel – email, phone, text, fax or social. Comments, notes, tags, tasks, appointments, calendars, reminders, notifications come together to keep you connected and up-to-date. You can segment your lists, create templates and run marketing campaigns through email and text. Keep in close touch with your customers by tracking customer service cases and responding to them quickly. Get paid quickly by creating quotations and sending invoices for your products and services right from the CRM and track payments as you receive them. Report Builder and customizable Dashboards lets you create your own reports and visually track progress of every area of the business. ConvergeHub integrates with other software through many native integrations such as QuickBooks, DocuSign, PandaDoc, Ringcentral, Twilio, Office365, Box, Dropbox, Wordpress, etc. and also through Zapier, Piesync, APIs and Webhooks.

Outbuild

Outbuild

outbuild.com

SaaS for scheduling and planning construction projects more effectively. The only platform that allows you to create and connect your Master Schedule, Lookahead, and Weekly Plans in one, to improve planning workflow on-site and deliver projects on time and on budget.

Projectworks

Projectworks

projectworks.com

Projectworks is a business management platform designed to help professional & creative services businesses better manage their organizations in the areas of project management, project financials, and people management. Our core features include Resourcing, Forecasting, Invoicing, Timesheets, Expenses, Project Management, Project Burn, and Leave Booking. Projectworks is specifically designed for software firms, architects, engineers, and management consultants.

KEBS

KEBS

kebs.ai

KEBS is a business suite that is built to make life easier for the professional services industry. This modern ERP will enable businesses to cut down cost and resource leakages and scale up their productivity and profitability 10X. Organizations, irrespective of their size and scale can streamline and automate their day-to-day task and create a seamless workflow with ease. Our customers worldwide are impressed with how KEBS has - made data a single source of truth - increased employee retention by 76% - ensured timely delivery of projects within the budget - amplified the revenue up to 5X times than before - brought in more transparency within the organization - made their employees more accountable - satisfied their customers 10X better than before KEBS is comprehensive. Hence, it’s the only business suite you will ever need.

Kitchen.co

Kitchen.co

kitchen.co

Everything you do with clients, now in one place. Drive productivity and enhance teamwork with our cutting-edge client portal, designed to optimize communication.

Gain

Gain

gainapp.com

Simply put: Gain is client feedback for social media content, made easy. Marketing teams across 51 countries trust Gain with social media content for over 9,000 brands because Gain incorporates the layer of client feedback and approvals to their social media workflow. With Gain’s automated approval workflows: * Your team can stop wasting time on stressful back-and-forths with clients to get their social content approved in time to publish. * Gain notifies clients when their feedback is needed and team members when changes are requested. * No more mistakes slip through the cracks of long email chains, spreadsheets, and chat messages. * All client communications are tracked where they should be: right next to the content they refer to. * Customizable approval rounds ensure that everyone who needs to see the content will see it. * Once approved and scheduled, clients see their content in their own content calendar. * Gain publishes directly to the social media networks after content is approved. Basically, Gain automates the entire content workflow, notifying the right people at the right time when it’s their turn to give feedback or make changes. Imagine that: your team can create and publish content to Facebook, LinkedIn, Instagram, Pinterest, TikTok, Twitter, and Google Business Profile in the same platform that follows up on your clients, gathering feedback and timely approvals! Finally, agency and clients in the same place, and no one wasting their time.

RealtimeCRM

RealtimeCRM

realtimecrm.co.uk

RealtimeCRM saves you hours in research and data entry. We'll find the information you need automatically.

Nutsales

Nutsales

nutsales.co

What is Nutsales? Nutsales is an AI-driven CRM platform fueled by a scalable human team. We can first turn your multiple-mailboxes become interactive funnels by Customize pipelines with Gmail Integration for Sales, Customer Support, Human resource etc. Automate lead assignment using advanced algorithms, considering segmentation criteria or round-robin. Empower team communication with real-time collaboration, tagging, and comment Getting new leads from inbound or outbound, integrate and engage immediately With Nutsales, you'll have a 24/7 team, ensuring no customer conversation goes unnoticed.

Osmos Sales CRM

Osmos Sales CRM

osmoscloud.com

Osmos Cloud is a cloud business management software (ERP) that is integraded with a customer relationship management (CRM) and reporting section that included accounting (BI) for micro and small business owners.

Barantum

Barantum

barantum.com

Barantum is the leading Cloud CRM Indonesia for field sales teams, designed to help salespeople in their day-to-day lives by acting as their personal assistant. Think of it as the Siri for your sales team built to make selling more efficient on-the-go.

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