Page 5 - Top Clientary Alternatives

Cognito Forms

Cognito Forms

cognitoforms.com

Cognito Forms is an easy-to-use online form builder, allowing anyone to quickly create, publish, and manage forms. Users can create unlimited forms including registration forms, payment forms, and surveys without any coding. Forms can be embedded directly into your website, and form submissions can be viewed from any device, any time.

Pennylane

Pennylane

pennylane.tech

Thanks to Pennylane, CEOs are able to make smarter decisions and facilitate their financial management. Without ever leaving the platform, they have access to real-time and accurate data, a smart invoicing tool, and an efficient management of expenses.

Simple.ink

Simple.ink

simple.ink

Simple.ink allows you to build no-code websites with Notion. Fast, secure and perfectly optimized. Oh and... headache-free. It takes as little as 1 minute to build your website, and we have a generous free plan. Stay small or go big with your no-code website — both are an option, but in any scenario, you'll be 10x faster than anybody else and have more time for doing what you like.

Fillout

Fillout

fillout.com

Fillout helps you easily create powerful forms, surveys and quizzes. Its form builder is highly customizable and offers a wide range of native integrations, like Airtable, Google Sheets, Notion, Calendly, Mailchimp and many more. Create the exact form you need in minutes.

involve.me

involve.me

involve.me

A modern customer experience tool helping businesses to create personalized interactions at every step of the customer journey, increase audience involvement and gather better data. With involve.me users can easily create and publish smart landing pages & promotions for lead acquisition, quizzes, forms & personality tests for lead qualification & segmentation, price calculators & digital sales assistants for sales conversion and product & customer satisfaction surveys for measuring customer experience.

ActiveCollab

ActiveCollab

activecollab.com

ActiveCollab is a project management software that gives you complete control over your work. The tool is equipped with just the right set of features to help you organize your work and keep you free from distractions, even when you’re fully remote: workload management, time tracking, project profitability, task dependencies, invoicing, collaborative options, third-party integrations, in-app chat. Give your whole company a big boost and enjoy a smooth transition towards remote work with a 14-day trial offer. ActiveCollab is used by teams of all backgrounds - from large teams in international corporations to small startups, and everything in between.

Qwilr

Qwilr

qwilr.com

Increase deal velocity, get buyer insights from content, and give reps more time to sell. How? Turn sales material into beautiful, automated web pages. Build a memorable sales experience with the perfect proposal, pitch, sales quote, customer onboarding page and more. Every Qwilr page you send is a beautiful, interactive web page, with interactive media, intelligent tracking, and automation. Say goodbye to your static PDFs and hello to the impressive sales power of Qwilr. With Qwilr, you can: Create custom and interactive sales material that impresses buyers: Send a URL instead of endless attachments. Share product demos, pricing, extra services and watch buyers interact with an experience that feels personalized for them. Keep every page consistently branded: Standardize all your sales material with our brand editor that applies your fonts and colors to every page

BQE Core

BQE Core

bqe.com

Core centralizes professional services firms' accounting and project data on one beautiful cloud platform. By combining accounting, billing, time and expense tracking, and project management tools, Core makes it easier to run your business more profitably. It organizes information, automates repetitive tasks, and allows you to spend more time providing services to your clients instead of managing internal processes.

Canopy

Canopy

canopytax.com

Unclunk your accounting firm and manage your team, clients and tasks from a single, central hub. Canopy is the cloud-based, accounting practice management software built for tax, bookkeeping and accounting firms. Sending proposals, accepting payments, and everything in between - without extra logins, excessive clicks, or stress. The Practice Management Suite is built to suit your firm and offers everything needed to run a modern accounting firm, including Client Management, Time & Billing, Document Management, Tax Resolution (to name a few) and the workflows and automations to make it all easier. Unlock efficiency. Unlock meaningful client relationships. Unlock easily uploaded documents, automation, faster payments, and even AI. With Canopy, you can unlock the firm you’ve always wanted. Try Canopy for free for 15 days or talk with an account executive for a customized demo.

RescueTime

RescueTime

rescuetime.com

RescueTime provides automatic time-tracking and distraction management tools to millions of people around the world. With 14 years of experience, RescueTime is a leader in habit-building software. For more information, visit www.rescuetime.com

ProfitBooks

ProfitBooks

profitbookshq.com

ProfitBooks is a user-friendly accounting software designed to simplify billing and financial management for small businesses and freelancers. Offering features like customizable invoice templates, online payment collection, and easy tracking of payables and receivables, ProfitBooks helps users streamline their accounting processes and improve cash flow—all for free.

Moon Invoice

Moon Invoice

mooninvoice.com

Moon Invoice is a robust and feature-rich invoicing and billing software designed to simplify financial management for freelancers, small business owners, and entrepreneurs. With its comprehensive tools and user-friendly interface, Moon Invoice offers a seamless invoicing experience while streamlining overall billing operations for various industries and businesses. One of the critical strengths of Moon Invoice is its versatility. You can easily create and customize professional invoices that align with your brand identity with Moon Invoice. The software offers a variety of templates and customization options, allowing you to add your logo, choose colors, and personalize your invoices to create a consistent and professional image. Generating invoices is just the beginning. Moon Invoice offers a comprehensive suite of features to manage your financial operations efficiently. You can track expenses, manage purchase orders, and record payments seamlessly within the software. Additionally, Moon Invoice supports multiple currencies and languages, making it an excellent choice for global businesses. Here are the top features of Moon Invoice: - Customizable invoices with branding options - Estimates and quotes for easy client communication - Expense tracking and management - Recurring invoices for automated billing - Time tracking for accurate billable hours - Online payment acceptance through popular gateways - Multi-currency support for global transactions - Comprehensive reports and insights - Purchase order management - Client database for personalized service - Mobile app for on-the-go access - Integration with popular accounting and productivity tools The software goes beyond invoicing by integrating with popular payment gateways, enabling secure and convenient online transactions. This ensures you receive client payments quickly and on time, improving cash flow and reducing administrative burdens. This cloud-based solution allows you to access your invoicing data anywhere, anytime, and on any device. The mobile app extends this accessibility further, allowing you to manage your invoicing and billing activities on the go. Furthermore, Moon Invoice prioritizes customer support, offering timely assistance to address any queries or concerns. The software is regularly updated with new features and improvements, ensuring that you have access to the latest tools for efficient financial management.

WorkflowMax

WorkflowMax

workflowmax.com

WorkflowMax is job management software built for small-medium size service businesses. From tracking jobs and managing timesheets and documents, to sending invoices and purchase order requests, WorkflowMax provides an end-to-end workflow management solution in one centralised platform. WorkflowMax integrates with dozens of workflow tools, including Xero accounting software. Perfect for engineers, architects, creative agencies, IT services, business consultants - anyone who needs to track and bill for their time.

Spreadsheet

Spreadsheet

spreadsheet.com

The spreadsheet you know with the power of a database and project management system. Gantt, Calendar, Kanban, Forms, and Automations. Get started free.

Formaloo

Formaloo

formaloo.com

Formaloo is a workspace you can use to create anything from surveys to web apps and portals - all in one place. Formaloo comes with a set of powerful building blocks to collect, organize, and understand your data. Teams of all sizes use Formaloo to build engagement surveys, membership portals, bulletin boards, chatbots, and many more tools to engage their audience.

TMetric

TMetric

tmetric.com

TMetric is timekeeping and billing software. It brings clarity around profitability and helps you make better business decisions. Capture time and expenses in real-time and make every minute count. TMetric tracks your billable hours through all workflows and then stores them for easy billing and payrolling. Extra control can be gained with screenshots capturing and monitoring activity levels and visited sites during a working day. TMetric Time off calendar displays upcoming, planned, and used time off. You can select any day on the calendar and see which coworkers are at work or on their leave. With the Work Schedule feature, you can set working hours for all employees in your organization, as well as for an individual staff member. When you set certain working hours, employees will be able to record working time only within this time period. TMetric integrates with almost anything including Asana, Basecamp, Bitbucket, Freshdesk, GitHub, GitLab, Jira, Redmine, Trello, Visual Studio Online, Wrike, Todoist, Zendesk. With TMetric mobile apps for iOS and Android you can easily track time on the go.

Refrens

Refrens

refrens.com

Refrens ABC is the simplest way to capture, manage, track, and convert leads in one place. 1. Capture leads automatically with lead capture & website contact forms 2. Manage leads across multiples sales pipelines 3. Assign right leads to right sales executives & track their activity 4. Communicate with leads over email & WhatsApp 5. Get sales person-wise detailed reporting & future revenue potential 6. Send Quotations, Invoices, Sales Orders in a few clicks 7. And more things to simplify your sales workflow...

Priority Matrix

Priority Matrix

appfluence.com

Priority Matrix an email, meeting, and prioritization software based on the Eisenhower Method of time management. Priority Matrix provides visibility into collaborative projects, so teams can keep track of the moving parts of team initiatives. Priority Matrix is deeply integrated into Microsoft Teams, Outlook, and has integrations with many other platforms. Priority Matrix also allows individuals to manage their own responsibilities. This results in one centralized place where both individual and collaborative work is taken care of. For team members, this means they always know where to start in the morning, and where they left off the night before. For managers, it means easy-to-access progress tracking, project insights, and employee accountability. Priority Matrix also provides: -Email integration -Calendar integration -Shared and private projects -Gantt charts -Daily, weekly, monthly, quarterly reports on project and team member status

Replicon

Replicon

replicon.com

Replicon provides end-to-end Time Management software and services to enterprises of all sizes. Capture, analyze, and optimize time, your organizations most critical asset, to improve profitability, productivity and employee satisfaction. Salaried & hourly workers alike love using Replicon because it is simple and easy to enter their time, attendance, vacation, and expense information--via web browser or mobile app. Hiring managers use Replicon to optimize the types of workers to hire, what to budget for them, and what they should be working on. HR, payroll, and compliance managers use Replicon to automatically apply business & legal rules to eliminate under- or over-payment of employees, as well as to ensure everyone in the business is working according to the laws governing their specific location. Finance & project management teams choose Replicon because their success depends on accurate, granular and real-time reporting on exactly how well the business is performing with respect to project delivery, client billing, labor utilization, and other critical metrics. If you are looking to track, manage and optimize: time & absence, project details, client billing, expenses, or the productivity of your entire workforce no matter where they are or when they work, consider evaluating Replicon as a strategic partner to your success. For more information: visit us: www.replicon.com, call us: 1-877-662-2519 (North America) or +800-6622-5192 (outside North America), or email us: [email protected].

OnePage CRM

OnePage CRM

onepagecrm.com

OnePageCRM is the #1 action-focused sales CRM that helps small and medium-sized businesses stay in control of their sales. Focus on what needs to be done next, follow up with every lead, keep the team on the same page, and close more deals, one sales action at a time. Save time and automate your admin and data entry. Generate leads in a click from anywhere on the web. Reap the CRM benefits on the go with iOS and Android mobile apps. Create deals and send sales quotes in less than 37 seconds. Any questions? We offer support via email, phone, and chat.

Formstack

Formstack

formstack.com

Formstack Forms is a cloud-based solution that helps businesses automate processes of creating digital forms and collecting data for surveys, leads, registrations, and more. Key features include data routing, file uploads, data encryption, payment collection, and form analytics. Designed for businesses of all sizes, Formstack Forms allows users to collaborate with teams to approve, deny, and comment on data submitted through forms. With a drag-and-drop form builder, Formstack Forms empowers users across organizations to build branded forms, surveys, and workflows without needing to know code. For more technical users, Formstack Forms offers an open API that allows users and 3rd-party applications to access Formstack resources programmatically. Formstack allows integration with various third-party applications such as Mailchimp, Salesforce, PayPal, Amazon S3, PowerAutomate, and more. Formstack is available on a monthly subscription, and support is extended via documentation and other online measures.

Taskworld

Taskworld

taskworld.com

Get it done! Taskworld is the world's first integrated project management platform that makes it easy to scale your organization. Taskworld helps you and your team collaborate remotely, set timelines, share files, visualize insights and work on tasks across different departments simultaneously. Move to your digital workspace today and start scaling the execution capabilities of your organization by increasing productivity, engagement & satisfaction.

Minoa

Minoa

minoa.io

Minoa is a San Francisco based value enablement platform helping sales teams to build business cases that drive higher sales efficiency and bigger deals. In times where procurement and finance teams are scrutinizing more deals, delivering ROI and a strong business case is more important than ever. Sales leadership teams use Minoa to enable their team to build consistent and formulaic business cases that align with modern buying committees.

Tipalti

Tipalti

tipalti.com

The only solution to automate your end-to-end payables process. Automate your full accounts payable, global partner payments, and procurement processes with Tipalti and eliminate 80% of your manual workload. Tiplati enables you to easily onboard suppliers, partners, and freelancers, streamline PO generation, accelerate approvals, eliminate invoice entries, and make fast global payments to 196 countries in local currency. Also includes global tax compliance, 2 & 3-way PO matching, multi-entity support, OCR invoice scanning, employee expenses, physical and virtual cards Enjoy instant reconciliation with ERP integrations that include NetSuite, Quickbooks, Xero and Sage Intacct. We do all this while maintaining 98% customer satisfaction and working with some of the world's fastest-growing companies like Amazon Twitch, ClassPass, GoPro, GoDaddy, Twitter, Roblox, and Zola.

Roadmunk

Roadmunk

roadmunk.com

Roadmunk is the best way to create visually captivating roadmaps to engage executives, and customers. We are used by product teams at the world’s leading companies. Why? Because Roadmunk is the best choice for visually impressive, easy to understand and use, strategic roadmapping software for an entire organization to build products with real business impact. Build a boardroom-ready roadmap in minutes, not days. Roadmunk simplifies product team collaboration, for both internal and cross-functional department work, through real time collaboration on roadmaps, ensuring everyone’s up-to-date on the progress and direction of the ongoing work. Feel confident and proud presenting what’s coming up in the pipeline, with Roadmunk.

Informed K12

Informed K12

informedk12.com

Informed K12 is an easy-to-use workflow automation solution that helps school district administrators digitize forms, automate processes and track approvals.

TimeLog

TimeLog

timelog.com

Are you looking for a project management solution with outstanding real-time insights to your project financials? TimeLog is the leading financial project management solution for consulting-oriented businesses. Combining the most user-friendly time & expense tracking with state of the art project management, invoicing, resource management and bulletproof reporting. TimeLog is the most potent solution for businesses going for the best-of-breed software.

Breathe

Breathe

breathehr.com

Breathe is a multi-award-winning simple and secure people software that helps UK SMEs move their core people processes online – saving time, giving peace of mind, and enabling businesses wherever they are working. Breathe is the trusted by more than 15,000 UK-based small businesses and charities to manage more than 400,000 people. Breathe is endorsed and recommended by a network of more than 600 partners. Organisations that use Breathe include AgeUK, Huel, The Wildlife Trust, Scrub Daddy, Dryrobe, RSPCA and more. Features include: Product features include: - Holiday & Leave Management - Sickness & Absence Monitoring - Performance Management - Expense Management - Employee Scheduling - Time Tracking - Employee Database & Analytics - Unlimited Document Storage - Rota, Time & Attendance Start your 14-day trial today and see how Breathe’s intuitive products can help you and your business.

Resource Guru

Resource Guru

resourceguruapp.com

Cloud-based team scheduling software. The fast, simple way to schedule people, equipment and other resources online ... finally! It's aimed at project managers, producers, account directors or anyone who needs to know what people are booked on and when. Making and moving bookings is as easy as dragging and dropping.

BigTime

BigTime

bigtime.net

BigTime helps professional services firms reduce operational costs, easily align talent to the right projects, and accelerate time to get paid for completed work, all while enabling quicker decision-making by delivering the information you need, when you need it. By streamlining project operations, maximizing resource utilization, accelerating the account receivable cycle, and connecting scattered data sources, BigTime makes it easier for professional services firms to scale and grow. With 2,800+ customers and 20+ years of experience, BigTime is built to get you up and running quickly, operate with flexibility and agility, and enable you to solve today’s challenges while scaling with you for tomorrow’s opportunities.

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