Page 4 - Top Coretal Alternatives

Project Central

projectcentral.com

Project Central is a simplified project management solution built to help you collaborate easily and effectively with your team. By seamlessly integrating with Microsoft Office 365, its clean, no-fuss interfaces makes project management a breeze, enhancing performance, reporting and results.

Insightly

insightly.com

Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase productivity, and build lasting customer relationships. Centralize and manage all your customer, sales, and business data—leads, contacts, emails, events, quotes, projects, tasks, opportunities, and business reports—in one easy-to-use, flexible and secure CRM that scales with your business. Increase sales efficiency and transparency with Insightly’s enterprise-grade Products, Price books, and Quotes (PPQ) capabilities. Quickly search, track, and manage millions of distinct products and services right inside the Insightly platform. Connect products and services to individual opportunities, eliminating human errors, bottlenecks, and inconsistencies. With Insightly’s PPQ, your field teams can generate custom quotes, contracts, and proposals for their opportunities with just a few clicks. Enjoy complete control and visibility into what you sell, to whom, when, and at what price. Use Insightly’s custom objects and apps to tailor workflows and processes to your unique business needs and preferences, ensuring high adoption and satisfaction. Use AppConnect to integrate Insightly with more than 500 popular apps. Insightly’s native CRM integrations include: Gmail Google Workspace & Google Apps Google Drive Quickbooks Online Xero Slack Dropbox Box MailChimp Evernote Zapier Facebook Lead Ads And more... Manage everything on the go with award-winning mobile applications for both Android and iOS. Scan business cards and upload all information in one click, update projects and records in real time, and enable your field team to create and update opportunities right at the client's location. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform.

Agile CRM

agilecrm.com

Agile CRM is a fully integrated CRM with sales tracking, contact management, marketing automation, web analytics, 2-way emails, telephony, helpdesk with a clean modern interface. With Agile CRM, SMB's can now: * Automate their marketing, sales and customer retention process with simple and powerful drag-drop editor * Convert website visitors directly to leads in the CRM - Nurture, track and score leads automatically based on web or email activity * Enable multi channel communication with the ability to call or email or tweet to a contact from the same page * Monitor customer behavior and get real time alerts for customer activity * Manage helpdesk tickets with all of the customers history in one place * Have a detailed record of all of the customer's details and communication history in one page, sorted chronologically * See customer data from various other business apps on one page using extensive integrations

Less Annoying CRM

lessannoyingcrm.com

Thousands of small businesses use Less Annoying CRM to manage contacts, track leads, and stay on top of follow-ups. Free customer service makes setup easy.

Stackfield

stackfield.com

Stackfield is an All-in-One Collaboration Tool from Germany with all the features teams need to work together: Task and project management, video conferencing, team chat, collaborative work on documents and more. Stackfield is not only DSGVO compliant, but meets the highest privacy and data security standards. All data is stored in Germany, access outside the EU is not possible. In addition, Stackfield is the only provider that protects all project management and entire workflows with end-to-end encryption. Thus, no one can see the contents of chat messages, tasks or files - not even the employees of Stackfield. Over 10,000 companies use the All-in-One Collaboration Tool to manage their projects, communicate better as a team, and achieve their goals.

Planfix

planfix.com

The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. Flexible access settings allow users to view only the information they need to remain productive at work, while managers can view the entire business process. No programming is needed to configure and control various business processes within a company. The platform offers a wide range of powerful features, including project management, client accounting, task management, online Gantt charts, email integration, calendars, event chronicles in real time, analytics and reporting, connecting external users, linking accounts, and much more. Whether you’re a newbie or a tech-savvy user, Planfix will be a perfect fit. Experienced users will find features in Planfix that aren’t available in other services and systems. These features include extensive customization, advanced automation of complex business processes, and flexible project building. Alternatively, ready-to-use configurations and automated procedures facilitate onboarding and implementation. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies.

Snov.io

snov.io

Snov.io is everything you need to grow your business! With its award-winning tools for lead generation, email verification, automated email outreach, email warm-up, and customer management, you can automate and accelerate your sales at scale.

Aha!

aha.io

Aha! is the world's product development software. We help more than 1 million product builders bring their strategy to life. Our suite of tools includes Aha! Roadmaps, Aha! Ideas, Aha! Whiteboards, Aha! Knowledge, and Aha! Develop. Product teams rely on our expertise, guided templates, and training programs via Aha! Academy to be their best. We are proud to be a very different type of high-growth SaaS company. The business is self-funded, profitable, and 100% remote. We are recognized as one of the best fully remote companies to work for, champion the Bootstrap Movement, and have given over $1M to people in need through Aha! Cares. * Aha! is a comprehensive suite of tools designed to assist product managers in delivering streamlined and well-coordinated product strategies, with a robust environment that can be tailored to match specific workflow requirements. * Reviewers frequently mention the tool's extensive functionality, the ability to customize it to their organization's needs, its fast and helpful technical support, and its effective integration with other platforms such as Jira and SFDC. * Reviewers experienced limitations in customization options, particularly in font styles and stock icons, a notable complexity in the initial setup phase, a steep learning curve, and limitations in its reporting capabilities, particularly the inability to create reports on changes made on records.

Vtiger

vtiger.com

Vtiger’s mission is to build software that gives customer-facing teams at small- and medium-sized businesses the ability to create fruitful and enduring relationships with customers. Vtiger CRM provides you a 360-degree view of all your customer information in one place and helps you optimize your sales, support, and marketing touch-points with real-time actions and conversational Insights. Vtiger CRM helps teams create delightful experiences across the entire customer lifecycle - AI-powered CRM and robust automation tools help sales teams to focus on the right deals and deliver growth. With Vtiger, get a unified CRM to break silos and get marketing, sales, and support on the same page with a single source of truth. Deliver exceptional customer experience and support by engaging with your customers across multiple channels. Manage your work on the go with our mobile applications for both Android and iOS.

Kylas

kylas.io

Kylas Sales CRM helps growing businesses streamline sales efforts. It is intuitive & has a full stack of features. Try free for 15 days!

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.

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

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.

Coupa

coupa.com

Coupa Software is a global technology platform for Business Spend Management (BSM). The company is headquartered in San Mateo, California with offices throughout Europe, Latin America, and Asia Pacific. The company helps large companies gain visibility into, and control over, the money and resources spent within their organizations. Responsible for pioneering the Business Spend Management category, their main competitors in this arena include Tradeshift, Ariba, Tipalti and Ivalua, Inc. The company was founded in 2006 by Dave Stephens and Noah Eisner. Stephens and Eisner previously worked at Oracle (enterprise procurement applications). Rob Bernshteyn joined Coupa as CEO in February 2009 after serving as Vice President of Global Product Marketing and Management at SuccessFactors, Inc. Former Yahoo CEO and PayPal president Scott Thompson joined the company's board of directors in April 2013.

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.

Zendesk Sell

zendesk.com

Hitting your revenue target while delivering a great customer experience is hard. Zendesk Sell makes it easy. Zendesk Sell is a modern sales CRM to help you accelerate revenue that’s quick to set up, intuitive, and easy to love. Featuring productivity tools, advanced analytics, and a full customer view from sales to service, Sell provides everything your sales team needs in one, centralized tool. Zendesk Sell is a part of Zendesk's portfolio of products designed to create better customer experiences. Zendesk serves more than 160,000 customers across a multitude of industries in over 30 languages. Zendesk is headquartered in San Francisco, and operates offices worldwide.

Thryv

thryv.com

Thryv is an all-in-one small business management software that helps you streamline your business so you can get back to the things you love. Small business owners communicate better, solve more business challenges and get more organized with Thryv. Partner with Thryv to surpass your customers’ expectations and fortify your online presence, all from a single login. Thryv includes our best-in-class support, available anytime, 24/7, with experts who understand the goals and unique needs of small business owners. Thryv handles: * Customer communications * Estimates, invoicing and payments * Appointment scheduling * Reputation management * Social media management and more! Thryv automates tasks and puts customers at the center of your business, with one easy-to-use software, making it easy to reach more customers, stay organized, get paid faster and automatically generate reviews. Thryv makes it easy for customers to: * Find you online through ratings and reviews, social presence and accurate search results. * Interact easily and instantly, receive reminders, send texts and emails and schedule appointments. * Pay you effortlessly, receive receipts instantly, know it’s safe and secure and choose how to pay. * Stay engaged with automated messages that ask them back, stay in touch and request reviews. Thryv’s award-winning software is helping over 45,000 businesses across the US, Canada and Australia transform how they do business and manage their customers.

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.

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...

Floww.ai

floww.ai

Floww.ai is an GenAI powered software suite enabling High Velocity sales for B2C & B2B2C businesses. Floww.ai’s integrated sales platform offers Sales Execution CRM, NoCode Instant Analytics, Marketing & Workflow Automations integrated with modern communication stack. Floww.ai's advanced Generative AI tools, Sales Co-Pliot and Analytics Co-Pliot, are enabling efficient & high quality sales approaches enabled with instant analytics and indepth-insights. Majority of the CRMs are built primarily for B2B use cases and fail to accommodate effectively for B2C and B2B2C businesses. The high velocity and volume of modern B2C sales, necessitates an integrated sales platform enabling agile sales management for swiftly adapting to dynamic market environments.

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

SaleSmartly

salesmartly.com

Omni-channel Customer Communication Platform, integrating Live Chat, WhatsApp, Facebook Messenger, Instagram, Telegram, Line, Email, WeChat. All the features to help you provide faster and better support: * Centralize all your multi-channel messages in one place - Seamlessly engage in sales, marketing, or service through Live Chat, Messenger, WhatsApp, Telegram, Instagram, Line, Email, WeChat, and more, ensuring a unified customer experience. * Complete customer support in seconds, not hours - Reduce response times and increase efficiency by eliminating repetitive tasks with our built-in automation. Work smarter, not harder, so you can focus on growing your business. * Shared chat allows teams to collaborate efficiently with discipline and planning - Consolidate all messaging channels into one backend and collaborate efficiently across teams with automated chat distribution and internal session distribution. * Efficiently and conveniently segment, track and analyze your customers in one place - Create contact databases, access complete contact activity history, browsing history and synchronize your data with your information system. * Keeping track of key indicators and trends - Multi-dimensional visual metrics clearly show connections between query types, channels, customers, products, sales, and more. Make data easy to measure and share to help you develop business plans. * Speak the client's language, even if it's not your native language - Our real-time translations enable you to communicate confidently with your clients and tap into international markets.

Salesmate

salesmate.io

Most CRMs are rigid, inflexible, and cost a lot of money to organizations, and Salesmate solves exactly these pain-points. Salesmate is a flexible, customizable, and cost-effective solution to multiple teams in your organization. The platform solves these problems by offering built-in tools, saving cost on integrations, and high customization capabilities. The core of Salesmate is the CRM module, where sales, marketing, and success teams can manage contacts, leads, customers, subscribers, and everyday activities effortlessly. With these essentials, CRM module comes with built-in tools that front-line teams can utilize every single day like Calling, Texting, Pipeline Management, Deals, Conversations, and much more. One of the core reasons for higher sales outcomes is the ability to automate operations and save more time for selling. This is where Salesmate offers Workflows and Sequences. Workflows automate tasks like deal assignment, task assignment or date-based communication. While Sequences can put follow-ups on autopilot based on your terms and conditions. And with industry’s first AI-powered co-pilot, everyone in your sales team gets a personal assistance. ‘Sandy AI’ can book meetings, draft emails, or add notes for you. All you need to do is – just ask! We know that sales teams can only function when marketing teams generate high quality leads. That’s where Salesmate empowers marketing teams to build and execute highly personalized campaigns and reach wider audiences. Not only that, but marketing teams can also track website visitors, collect leads using forms or lead gen bots, score every lead, built marketing journeys, and send-off the finest MQLs to sales teams for higher success. Lastly, a great customer service team can truly manoeuvre retention, engagement, and revenue for the business. That’s why, Salesmate provides tools like Live Chat, Chatbots, and Shared Inboxes to deliver the finest experiences for your customers. Naturally, you need insights to predict trends, be agile, and make decisions in your growth journeys. That’s where Dashboards, Templates, Custom Reports, and Insights will offer everything you need to see what’s going on with your teams and business. From lead generation to top-notch customer experiences, Salesmate has something for everyone in your team. Salesmate has 15-day free trial, where you can explore every corner of the platform, without sharing credit card details. It’s safe, secure, and available for everyone in your team to try.

Nimble

nimble.com

Nimble is a relationship-focused CRM for your entire team. With customizable contact records and easy-to-use Kanban-style workflows, managing client information has never been simpler. Nimble effortlessly integrates with both Microsoft 365 and Google Workspace, gathering contacts and leads from all your platforms, while our automation tools handle the busy work. Focus on what matters most – growing your business and nurturing relationships, as Nimble streamlines your workflow for maximum productivity.

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.

Spendesk

spendesk.com

Spendesk is the complete spend management platform that gives 100% visibility into company spend. With Spendesk, you get a 7-in-1 solution with corporate cards, invoice payments, expense reimbursements, budgets, approval, reporting, compliance, and pre-accounting in one simple, scalable solution. Trusted by thousands of businesses from start-ups to established brands, Spendesk is designed to save time and money across the entire spending process with 100% visibility, built-in automation, and an easily adopted approval process. Ultimately businesses that use Spendesk empower every employee to be accountable for the financial fitness of the company.

SAP

sap.com

SAP is the leading enterprise application and business AI company. They stand at the intersection of business and technology, where their innovations are designed to directly address real business challenges and produce real-world impacts. Their solutions are the backbone for the world’s most complex and demanding processes. SAP’s integrated portfolio unites the elements of modern organizations — from workforce and financials to customers and supply chains — into a unified ecosystem that drives progress.

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.

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.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.