Page 11 - Top Canopy Alternatives

Xenett

xenett.com

Xenett is a smart cleanup tool that automatically identifies errors and inconsistencies in seconds. It simplifies the close and review process by centrally managing closing tasks, checklists, and reconciliations. Additionally, it facilitates seamless collaboration with clients to address any open items or missing information.

Inkle

inkle.io

Inkle is an accounting and tax SaaS platform designed to help U.S. startups manage their compliance from inception. It provides software and services for automating deadline alerts, state and federal filings, and AI-powered bookkeeping. Trusted by over 6% of YC companies globally, Inkle offers on-demand, scalable, and affordable solutions delivered over chat with US-licensed professionals.

KONDESK

konze.com

KONDESK is a CRM software with a one-stop solution to manage numerous features, targeted to make managing the business, especially for Migration and Education, a little less complicated and seamless for agents. It aids in assisting the management of customer information, delivering an uninterrupted and fulfilling customer experience. KONDESK is different as an Industry-specific CRM, it provides an innovative platform for enhancing the experience of not only the businesses but their customers too. We assist businesses in managing their data and tasks by giving them a platform that helps them streamline their processes and work by providing all the solutions in one single place and eliminating switching between different platforms.

Bright Return

brightreturn.com

BrightReturn offers a comprehensive solution for automating accounting practices, elevating efficiency, security, and productivity. With a commitment to enhancing the accounting landscape, BrightReturn's software presents a range of features designed to streamline workflow, bolster security, and enable growth. The allure of BrightReturn lies in its multifaceted benefits. Accounting firms can embrace cutting-edge practice management software that automates mundane tasks, facilitating seamless communication and expanding service offerings. This transformation not only drives business growth but also enhances client return on investment, ensuring a strategic advantage in a competitive landscape. Employee retention also stands to benefit. By automating workflow processes and fostering collaboration, the software cultivates a more engaged and satisfied workforce. The accessible training resources contribute to skill enhancement, amplifying job satisfaction and overall employee investment. Productivity is another hallmark of BrightReturn. The software's time-saving features, coupled with efficient client management, financial oversight, and collaborative tools, empower firms to operate more effectively. With BrightReturn, tasks are automated, deadlines are met, and financial management is streamlined. BrightReturn Features:- * Client App & Portal: Empower client engagement. * AI Document Management: Secured Data Exchange, Data Extraction with AI * Automated Workflow: Liberate time, and reduce errors. * Agile Project Management: Stay on top effortlessly. * Task Management: Organize with ease. * HelpDesk Inbox: Unify client communication. * Client Management: Strengthen relationships. * Broadcast: Powerful team and client communication. * HelpDesk: Centralized client support. * Time Tracking: Efficient time management. * HRMS: Manage team attendance, leaves and holidays and work in one place.

Connect4

connect4.app

The client meeting platform. Where client relationships flourish. Prepare, Meet, Act. Progress client relationships with Connect4's easy meeting preparation, delivery and accountability tools. Client centric firms know it's good to talk with clients - turn once throw-away meetings into actionable, connected experiences for clients while building trust in your team’s delivery and growing recurring revenue. Explore more about Connect4 at https://www.connect4.app/

Pylon

getpylon.com

Pylon helps you deliver the best experience for your solar customers, increasing referral business and customer reviews.

Mokapen

mokapen.com

Mokapen is an independent online collaborative CRM platform enabling organizations to manage projects, tasks and contacts with team members as well as with external customers, partners or suppliers.

SalesTown

salestowncrm.com

SalesTown is an innovative lead and Sales management software, created by a team of expert industry professionals. SalesTown is the next generation in CRM that helps your business to track leads and convert them into customers. The tool offers great support for both small and medium-scale businesses looking to boost productivity through better tracking of prospects, leads, and customers. SalesTown's simple, easy-to-use platform allows you to efficiently manage all sales processes with ease. Furthermore, we provide customization features on demand, which can help you work in different ways as per your requirement.

Salesteer

salesteer.com

alesTeer CRM is a powerful tool designed to streamline sales management for businesses of all sizes. With automated workflows, lead tracking, and comprehensive reporting, SalesTeer CRM helps businesses boost their sales and increase productivity. The platform enables businesses to manage all their sales processes from one central location, making it easy to track leads, close deals, and analyze sales data. With SalesTeer CRM, businesses can automate repetitive tasks, such as sending follow-up emails, updating customer records, and assigning tasks to team members. This automation frees up time for sales teams to focus on high-value activities that generate revenue. SalesTeer CRM provides advanced analytics and reporting capabilities, allowing businesses to gain valuable insights into their sales performance. This helps businesses identify areas for improvement and optimize their sales processes to drive growth. The platform is easy to use, with an intuitive interface and customizable dashboards. Sales teams can access their sales pipeline, track their progress, and collaborate with colleagues from any device, anywhere in the world. SalesTeer CRM also offers robust integrations with other business tools, such as email marketing platforms and payment processors. This integration ensures that businesses can easily manage their entire sales process from lead to payment, without ever leaving the SalesTeer CRM platform. In summary, SalesTeer CRM is a comprehensive sales management tool that streamlines sales processes, boosts productivity, and drives growth for businesses of all sizes.

Roboeyelabs

roboeyelabs.com

Roboeyelabs is a global cloud computing company that provides business software on a subscription basis. It is best known for its on-demand customer relationship management (CRM) solutions. It offers users with a customer community, partner community, developer community,. Roboeyelabs provides its products and services to various industries,including healthcare, finance, life sciences, automotive, media, retail, manufacturing, and communications.

Rizer

rizer.io

Rizer is a B2B SaaS CRM that drives sales team performance, conversions and customer lifetime value. Rizer's structured approach enables high velocity sales, best practice processes, and out-of-box analytics across roles - from Sale reps up to managers and CEOs. Split your team into specialized roles that lets you track each role and each individual,so that you can drive overall performance to the next level and sustain it. Generate leads, qualify, sell, onboard, retain, upsell in one intuitive tool – maximizing your customer life-time value. Manage and sell effectively from day one instead of starting from scratch.

Clevero

clevero.co

When it comes to running their operations, Australian businesses are currently confronted with a short list of expensive and outdated software products, or an array of simplistic off-the-shelf offerings that do adapt or scale. Clevero is on a mission to change that. Clevero offers a modern all-in-one business management platform with beautiful UI, deep flexibility and serious automation power that provides small and medium enterprises a platform to fuel their growth. Clevero's Low-Code approach puts on tap all the tools businesses need to operate, and allows organisations to deploy a bespoke solution perfectly suited to their needs in significantly less time and with greater ease than traditional software development approaches. Clevero's customers save serious time every month (as much as 1,000 hours), cut admin costs (often by more than 50%), significantly improve their service levels (by 25%), and ultimately rapidly scale, often doubling or tripling their business in the first 12 months. Clevero's Capabilities: * Advanced CRM * Task and Project Management * Document Generation and e-Signature * Digital FormsScheduling & Rostering * Email and SMS Automation * Invoicing/Billing * Time Tracking * Customer Portals * Payment * and more...

ChakraHQ

chakrahq.com

ChakraHQ is a SaaS startup which provides a low code process automation platform for technology driven businesses. Internal tooling and digital processes are one of the largest hurdles for growing businesses. Internal development is expensive and off-the-shelf solutions do not customize well. At ChakraHQ we are building a low-code platform to model and automate all your business processes - Onboarding, Collections, Sales, Field Processes, Tele Processes, Approvals, etc. ChakraHQ platform helps customers' accelerate innovation cycles, increase productivity, and seamlessly bridge legacy and modern systems and applications.

BeeSavvy

beesavvy.io

BeeSavvy is a software toolkit that businesses can use to improve their sales and marketing efforts. It offers features like customer communication, messaging, appointment scheduling, website building, automated workflows, and task tracking – all designed to help businesses engage with customers and keep track of their progress. Using BeeSavvy, businesses can do almost all their sales and marketing tasks in a single dashboard, saving them time and effort. By keeping customers informed and engaged, BeeSavvy helps businesses to improve customer engagement and increase sales. Overall, BeeSavvy is an essential tool for businesses that want to attract, nurture, and retain customers. With its all-in-one platform and powerful features, BeeSavvy can help businesses save time, improve customer engagement, and increase revenue. Try BeeSavvy today and take advantage of the free trial period.

A20 Connect

a20connect.com

A20 Connect revolutionizes the accounting and financial advisory landscape with its user-friendly platform, designed to empower firms with automation and efficiency. By integrating sales, marketing, and client management into a single, seamless system, A20 Connect addresses the unique challenges faced by the financial sector. The platform not only streamlines operations but also ensures that every lead is captured, nurtured, and converted, leveraging automated messaging and multichannel communication to maintain constant engagement. With A20 Connect, accounting firms can focus on strategic growth and client service excellence, knowing that their operational needs are fully managed. This transformative solution fosters better client relationships, enhances retention, and drives revenue growth, making A20 Connect the essential partner for any accounting firm looking to thrive in today's dynamic market.

whitefluffy.cloud

whitefluffy.cloud

Designed for small business with office-home based teams – choose the parts you need to run your business more effectively Modular CRM + eMail & SMS Marketing, Direct mail, e-Sign, integrated Calls & Mobile, PCI DSS Call recording, Mobile Apps & Website Integration.

Webmecanik

webmecanik.com

Webmecanik is a European software company dedicated to marketing and sales teams. It offers 2 powerful products: * Webmecanik Automation: automate your marketing actions to convert your prospects and build customer loyalty with marketing automation. * Webmecanik Pipeline: an intuitive CRM to manage your business pipeline easily and quickly.

Voopty Business

landing.voopty.com.ua

Voopty is a CRM system for educational institutions. This is a multifunctional service for schools, children's centers, courses, sports sections and coaches. He will free you from an infinite number administrative moments accompanying the educational process. Voopty is an assistant, webmaster and accountant in your smartphone. Our support service

Upp

upp.app

Upp is the best solution for accountants, small businesses, and solopreneurs looking to streamline their operations. It offers a versatile alternative to traditional tools like ClickUp, Quickbooks, and Zoho CRM. With seamless integrations with Excel, Telegram, Twilio, Webhooks, and Whatsapp, Upp ensures you have all the resources needed to manage your business efficiently. Upp is a comprehensive toolkit designed to make your business life easier and more productive. Imagine having the freedom to manage leads, orders, and clients, create and track invoices and documents, monitor your income and expenses, control your warehouse stock, and even automate scheduling and bookings. You can do it all from the palm of your hand, thanks to Upp.

Vryno

vryno.com

Vryno CRM is a cutting-edge and versatile customer relationship management solution that streamlines business processes and enhances customer engagement. This all-in-one CRM platform offers robust features for lead management, customer management, case management, project management, and email marketing campaigns. With a low-code, no-code customizable environment and open APIs, Vryno CRM is ideal for businesses of all sizes and industries. Its user-friendly web-responsive design ensures seamless accessibility across devices, driving productivity and fostering lasting customer relationships. Empower your business with Vryno CRM for exceptional growth and success.

Wortal

wortal.co

Wortal CRM is a customer relationship management software. It maintains business and customer data securely in a database. The data helps us to understand the customers' preferences and serving them better. This database contains details of customers, preferences, sales data, queries, resolutions, etc. Customer service agents use this data to get customer-related information and business information and use it to resolve queries. It supports the business with various sales, marketing, and customer service aspects. The software helps manage workflows with automation and complete tasks efficiently. The interface is user-friendly and customizable. Its dashboard gives an overview of the key business metrics and performance indicators. It allows the management of multiple businesses and multiple branches through a single platform.

XSale

xsale.com.vn

XSale is the easiest-to-use and safest sales management software in Vietnam. XSale provides a comprehensive online sales management solution, helping businesses remove problems when operating manually and focus on business activities. XSale software has unlimited features at a reasonable cost, from only 59,000 VND/user, which will meet all sellers' needs.

Proposable

proposable.com

Proposable empowers your company to create, track, and sign all your proposals without the headaches. From creating and sending trackable web-based proposals to closing the deal with integrated eSignatures, Proposable automates the entire proposal process.

Dasseti

dasseti.com

Dasseti (formerly Diligend) is an award-winning software provider that helps institutional investors, investment consultants and investment managers meet the rigorous demands for data collection, analysis, exchange, reporting and compliance at every stage of the investment lifecycle. Dasseti Collect allows allocators to streamline data collection and analysis processes through digitization, automation and collaboration. Dasseti ESG Collect is used by private market LPs to collect hard-to-find ESG data from GPs, or GPs collecting data from portfolio companies. Dasseti Engage allows asset and fund managers to improve investor relations by streamlining processes like: responding to client requests, delivering consistent information, distributing reports quickly and securely.

Pitch Power

pitchpower.ai

Generate business services proposals and discover leads for your independent, agency or enterprise using Pitch Power’s fine tuned AI software. Save time. Increase volume. Convert more. Win back your time.

Estii

estii.com

Estimation software for solution providers. Estii helps service businesses estimate, price and win more profitable business. Sales, solutions and delivery teams can collaborate on estimates in real-time, iterating on scope and schedule and exporting high quality commercial proposals in an instant.

Bidhive

bidhive.com

Plan, manage and track your company’s bid management activity all in one place. Bidhive has been developed specifically to help organisations unify their sales, pre-contracts and bid teams to make the time-sensitive bid process faster and more efficient. We go a step further and provide executives with a single source of critical win-loss insights for analysis and reporting. The benefits of using a platform such as Bidhive include efficiency gains to provide return on bidding investment, and better insights to inform bidding strategy. Bidhive provides complete oversight of the formal bid process end-to-end, with: - best practice tools and templates to guide strategy, information gathering and proposal development - timeline, milestone scheduling and status updates to streamline the management multiple bids simultaneously, and - reporting insights that provide visibility into win rates, contract award values and business line performance.

Tango

tangoagreements.com

Client engagement software for creative agencies. Streamline proposal approval, automate invoicing and payment, and simplify purchasing of add-on services.

RFP360

rfp360.com

RFP360 empowers sourcing and procurement teams to centralize their RFx issuing process — collecting insights, evaluating proposals and working with colleagues and vendors in a single, digital workspace. In addition to making smarter buying choices, customers improve efficiency, mitigate risk and increase engagement when issuing RFPs, RFIs, vendor assessments and more. Our request management software introduces digital transformation and automation into sourcing routines. With full-circle features like a template library, workflow, scoring and messaging, buyers and sellers easily collaborate and communicate in one place throughout the purchasing lifecycle. And at every step, RFP360 ensures strategic decisions are informed, objective and fair.

ProPricer

propricer.com

ProPricer is a proposal pricing software built to produce solutions to maximize efficiency and accuracy in the development, submission, evaluation, negotiation, and audit of proposal pricing. From storage of historical proposal data to ease of generating various reports, ProPricer empowers Government Contractors to quickly and easily build custom proposals, perform what-if analyses, and integrate all proposal data—all with one software platform. Launched in 1984, ProPricer is trusted by organizations worldwide, including the top 10 U.S. Defense Contractors. The company thrives on turning its customers’ needs into product features and enhancements that benefit all current and future users of ProPricer. Visit us at https://www.propricer.com to learn more. Some of ProPricer’s benefits include: - Streamlining the contractor’s proposal pricing process standardizing pricing. - Saving time; the user can respond to more RFPs in less time and win more contracts. - Offering a collaborative working environment. Multiple pricers and estimators can work on different aspects of the pricing at one time. - Producing custom reporting and outputs required in the RFP. - Updating a rate once and have it reflected throughout the proposal. - Eliminating formula errors that can happen in spreadsheets.