Page 4 - Top Planfix Alternatives

Unito

Unito

unito.io

Unito keeps your stack in sync from app to app to app with a new, simpler approach to integration powered by live 2-way sync. Anyone on your team can connect and sync data in minutes between the apps and tools you're already using. Turn tasks in one tool into tickets in another; send analytics data from dozens of sources into a single spreadsheet that's already formatted the way you want; collaborate between CRMs and project management tools in real-time. These are just some of the ways Unito can keep your data in sync so everyone is always up-to-date in real-time from any connected app. Live 2-way sync lets you share information quickly by sending key data between connected apps automatically. The average Unito user syncs within 12 minutes without technical training or professional services. Our enterprise users see an average ROI of x4.7 with Unito’s fully customizable workflows. Unito currently supports: Airtable, Asana, Azure DevOps, Basecamp, Bitbucket, ClickUp, GitHub, GitLab, Google Calendar, Google Contacts, Google Sheets, HubSpot, Intercom, Jira, Jotform, Mailchimp, Microsoft Outlook, Microsoft Excel, Miro, monday.com, Notion, Pipedrive, Salesforce, ServiceNow, Slack, Smartsheet, Snowflake, Stripe, SurveyMonkey, Trello, Typeform, Wrike, Zendesk, and more.

Paymo

Paymo

paymoapp.com

Paymo is a project management, time tracking, and invoicing app that allows you to keep track of work on the go or at your workplace while monitoring all your projects. Create your to-do list, plan projects, assign tasks, communicate in context, and use it as a time tracker or as an employee time clock. You can also track receipts and create professional-looking invoices on the go. More than 100.000 users from all over the world rely daily on Paymo for project and time tracking or collaboration. *** TASK MANAGEMENT & COLLABORATION *** Bring the team on the same page: - Create tasks, split them into task lists, or add subtasks to make them more manageable - View tasks by project, due date, or priority as lists or on a Kanban board - Set estimated time budgets for each task and measure your efforts accurately - Comment at a task or project level about the latest project updates - Attach files to tasks, comments, or projects - bring all content together - Use the search function to find the desired item in seconds *** TRACK TIME ON THE GO *** Eliminate guesstimates, increase productivity, and make projects profitable: - Track time via the stopwatch or add it manually - Quickly resume timers with a tap on the play button for recent tasks - See all your time chronologically in the timesheets area, and easily edit existing time entries - Check employee timesheets and see active timers *** PLAN & MANAGE WORK *** Keep an eye on the progress and your team: - Plan milestones ahead for important deliverables - Get an overview of each project’s health - Keep track of clients and their contacts - Receive a push notification when a project update is available *** MOBILE INVOICING *** Run your business on the go: - Turn timesheets into an invoice - Preview invoices before sending them - Accept online payments & add partial payments in advance - Store mobile expenses with a camera snap

ShareFile

ShareFile

sharefile.com

Securely share content and collaborate with clients and internal teams from any device or location with ShareFile. Departments and small businesses need simple, secure solutions to collaborate with clients and each other. With ShareFile, use any device to securely access files, share data, and create time-saving workflows. Simple, quick set-up – no IT required. Share, send any size file on any device: Whether you're in the office or on the go, you'll have secure access to your files anywhere, any time with cloud storage. * Know your files are always safe: Bank-level encryption protects your files, emails and attachments in transit and at rest. * Collaborate securely: Audit trails and configurable permissions to know and control who is accessing your data. * Optimize the client and employee onboarding process: Time-saving workflows reduce manual paperwork all within a single point of collaboration. * Secure FTP site alternative: No software installations - for you or your clients.

SaleSmartly

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.

GQueues

GQueues

gqueues.com

GQueues is the leading task manager built specifically for teams on Google Workspace. Collaborate with your team and keep work moving forward with its intuitive design and familiar interface. GQueues has deep integrations with Google Calendar, Gmail, Google Drive, Google Contacts and Chrome making your team more efficient, less stressed, and more organized. BENEFITS: * Intuitive - lets you save the hard thinking for your real work * Powerful - makes staying organized easy with GQueues doing all the work * Reliable - works offline, syncs to the web, so your data is always available KEY FEATURES: * Google Calendar integration * Team collaboration * Reminders for tasks with due dates * Assignments * Comments * Attachments * Tagging * Subtasks * Repeating tasks * Search * SSL encrypted syncing of all data to your GQueues account in the cloud

Week Plan

Week Plan

weekplan.net

A Personal Planner for the Go-getters. Week Plan helps you claim back time and focus on what's important for yourself, family and work.

Stackfield

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.

Kylas

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!

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...

Salesflare

Salesflare

salesflare.com

Try Salesflare, the #1 simple CRM for small businesses selling B2B. Integrate with Google & Outlook. Be fully mobile. Automate your CRM from existing data.

Accelo

Accelo

accelo.com

Accelo is used and loved by professional service businesses around the world to manage their client work, profitably. The end-to-end cloud-based platform manages all aspects of client work delivery, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing and more, regardless of where you are. With an emphasis on time and money, the client work management platform gives you a holistic view of your most up-to-date business data and financial performance. Having client communications, activities and work centralized in a single platform, you always know where things are without having to ask for a status update. Accelo streamlines workflows and increases efficiency across the business and teams to enhance visibility and coordination, helping leaders to run the business and professionals to focus on the most important work. By harnessing powerful automation, managers are enabled to deliver projects on-time and within budget with ease. Accelo's up-to-date and secure analytics gives leaders the confidence to make smart decisions, ensuring the growth and prosperity of the business.

Momentum

Momentum

momentum.io

Momentum is a no code platform to automate sales workflows. By embedding into existing sales-first tooling, from Slack and Salesforce to Asana and Outreach, Momentum gives revenue team the building blocks to operationalize sales motions and improve efficiency. With pre-assembled recipes, including Slack deal rooms, deal desk approvals, and automatic capturing of files and notes into opportunities, deals close faster, with better accountability and collaboration along the way.

nTask

nTask

ntaskmanager.com

nTask is a free task management platform smart teams use to do more. The only online project management software that provides every tool you need to plan your next big project. Manage all your tasks, projects, meetings and more using a single agile platform that has it all. Sign up today – it’s free for all, forever.

Hive

Hive

hive.com

Hive helps teams move faster. Hive's best-in-class project management platform includes all of the tools you need and want - and if not, it will build them for you. With flexible project views and endless customizations, Hive offers project management on your terms, success guaranteed. With features like task assignment, deadline tracking, and real-time communication, Hive helps thousands of teams all over the world get their work done more efficiently and on time. Use the mobile app to easily view projects, comment on tasks, message teammates, and manage your to-do list. Key features: - Direct & ongoing sync with the desktop app - Create tasks and projects on-the-go - Direct and group chat for ease of communication - Attachments that allow files to be uploaded directly from your phone - Ability to comment and tag teammates directly on action cards - Customize your work experience across your projects Hive is used by thousands of fast-moving teams to help with: - Project management - Integrating tools - Resourcing - Time-Tracking - Proofing and approvals - Note Taking - Task management - Reporting and analytics

Snov.io

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.

Freedcamp

Freedcamp

freedcamp.com

The most user-friendly online experience for managing any type of Project. Contains one of the most comprehensive feature sets on the market while allowing you to only install the ones your team really needs. Offers innovative new user interfaces that reduce the amount of time required to stay on top of Projects. Ideal for businesses and freelancers are ready to get organized with ease. Check intro video here - https://www.youtube.com/watch?v=2oTmkmh88Bc&feature=youtu.be

Less Annoying CRM

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.

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.

Focuster

Focuster

focuster.com

Focuster automatically schedules your to-do list in your calendar, helping you maintain focus, prioritize tasks, and achieve your most important goals every day.

Bonsai

Bonsai

hellobonsai.com

Bonsai is a one-stop platform for creative and digital agencies, consultancies and professional service providers. It is designed to provide businesses with a complete and real-time overview of their business. Simplify your business operations and consolidate your projects, clients and team into one integrated, easy-to-use platform. From contracts, proposals and project management to client billing, revenue tracking and resource management. Project Management Assign projects & tasks to your team, prioritize your week and see exactly how your projects progress. Set project budgets & avoid unexpected costs. Kanban view, integrated timer for easy billing, and collaboration with external partners for an efficient work. Team Time Tracking Get an instant report of your team's tracked hours with accurate timesheets & see who's over capacity at a glance. Monitor your business's utilization & get clarity on your team's efficiency & profitability. Plan your resources in advance to keep your projects on track and on budget. CRM Manage your clients and their projects in one place. Create unique client profiles with all your notes, contacts, rates and tags. Invite your clients to your branded Client Portal where they can access projects, documents and links you’ve shared with them.

Salesmate

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.

GanttPRO

GanttPRO

ganttpro.com

GanttPRO is intuitive online Gantt chart software for robust project management. The tool meets the needs of project, product, and portfolio managers from different spheres. GanttPRO offers task, deadline, cost, resource, and portfolio management, team collaboration, time logging, baselines, advanced export and sharing features. Robust import from MS Project and Excel as well as ready-made professional templates allows starting projects right away. As of May 2020, 500K+ users created accounts in GanttPRO.

Pipefy

Pipefy

pipefy.com

Pipefy is the AI-enhanced process automation platform that conserves IT resources and empowers business teams to build and deploy up to 85% of workflows — no coding knowledge or third-party specialized services firms required. Standardize, streamline, and connect workflows for better end-user experiences and faster business results. Key features include a built-in security suite and a flexible no-code framework for faster deployment and lower implementation costs. Minimize process complexity and expensive stack sprawl with connections to 300+ apps and systems out of the box, and HTTP/HTTPS to integrate Pipefy with everything else.

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.

ProWorkflow

ProWorkflow

proworkflow.com

ProWorkflow is an industry-leading comprehensive project management tool for teams of 5 to 5,000. With 17 years of experience and more than 3 million projects completed to date, we understand small details through to big data. Track Gantt chart tasks, Kanban boards, time, documents, communications, quotes and invoices. Our powerful API and customizable features let you easily tailor ProWorkflow to your job. World-class customer support and free onboarding makes the decision to join easy.

Checkvist

Checkvist

checkvist.com

Use it to manage task lists, professional checklists, organize research notes. Work in teams. A generous free plan.

Insightly

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.

Floww.ai

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.

Huly

Huly

huly.io

Huly.io is an innovative open-source platform that serves as an integrated replacement for a variety of productivity tools such as Linear, Jira, Slack, and Notion. Designed to streamline team collaboration and project management, Huly.io offers a comprehensive suite of features to boost productivity and efficiency.

Leadsales

Leadsales

leadsales.io

CRM for WhatsApp, Facebook and Instagram Centralize your chats in columns, automatically assign them to your sales and customer service teams

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