Top PlanStreet Alternatives

FuseBase

FuseBase is a client collaboration tool that enhances workflow and communication through features like project management, client portals, and AI-assisted content creation.

ShiftCare

ShiftCare is a care management app for disability support providers, streamlining rosters, billing, and client data to improve service delivery.

SuiteDash

SuiteDash is a cloud-based platform for small to medium-sized businesses, integrating tools for project management, CRM, invoicing, and client portals to streamline operations.

Plutio

Plutio is an all-in-one platform for freelancers and small businesses to manage projects, clients, tasks, invoices, and payments in one place.

FieldPulse

FieldPulse is a business management solution for field service teams, offering tools for scheduling, CRM, invoicing, and communication to improve operational efficiency.

Assembly

Client management platform for professional service firms, combining portals, CRM, tasks, files, contracts, forms, billing, payments, and integrations.

8am™ MyCase

Legal practice management app for organizing cases, clients, documents, deadlines, communications, billing, payments, and reports in one system, with web and mobile access.

SimplePractice

SimplePractice is an EHR and practice management software for health and wellness providers, offering tools for scheduling, billing, telehealth, and client communication.

Accelo

Accelo is a cloud-based platform for managing client work, projects, and finances in professional services, streamlining workflows and improving efficiency.

Rocketlane

Rocketlane is a project management and collaboration platform designed for customer onboarding and implementation, incorporating task management, document sharing, and time tracking.

Charity Tracker

CharityTracker is a user-friendly, HIPAA-compliant case management CRM for nonprofits and social workers, aiding in client care and community partnerships.

Mango Practice Management

Mango Practice Management is a tool for accounting firms to manage projects, track time and expenses, streamline client communication, and generate invoices efficiently.

Clientjoy

Clientjoy is a CRM app that helps freelancers and businesses manage leads, proposals, clients, invoicing, and projects in one integrated platform.

Dubsado

Dubsado is a client management platform that streamlines business operations by automating workflows, managing contracts, invoices, and facilitating client interactions.

Societ Sumac

Cloud-based nonprofit case management app for organizing client records, intake, services, case notes, appointments, and outcomes with customizable workflows and access controls.

Projectworks

Projectworks is a business management app for project management, financial tracking, and team management in professional services like software, architecture, and consulting.

NewOrg

NewOrg is a cloud-based platform that helps non-profits manage volunteers, clients, programs, and fundraising, simplifying data management and enhancing operational efficiency.

Canopy

Canopy is a cloud-based software for accounting firms that simplifies client management, tax workflows, document handling, and billing in one platform.

Copilot

Copilot provides businesses with tools for client communication, payments, contracts, and file-sharing, along with a branded client portal.

Anywhere

Anywhere is a project management tool for client-facing teams, featuring client portals, customizable visibility, unified updates, private chats, and white-labeling options.

Service Provider Pro

Service Provider Pro is a client management and billing software for agencies, offering tools for project management, invoicing, and customizable client portals.

Microsoft Planner

Microsoft Planner is a task management app in Office 365 that allows users to create plans, assign tasks, and collaborate on projects within teams.

HoneyBook

HoneyBook is a client management platform for freelancers and small businesses, offering tools for invoicing, scheduling, proposals, and client communication.

Clinked

Clinked is a cloud-based collaboration tool for secure file sharing, task management, and client communication with customizable portals.

Welfare.ai

Welfare.ai lets users submit and track service requests, manage needs, and book facilities.

TaxDome

TaxDome is a practice management platform for accounting professionals, offering tools for client management, document storage, workflow automation, and team collaboration.

Asana

Asana is a project management app that helps teams organize, track, and manage tasks and projects collaboratively.

AidHound

AidHound is a case management app that helps organizations coordinate and manage aid efforts, tracking resources and connecting providers with those in need.

Content Snare

Content Snare simplifies client onboarding and document collection by centralizing requests, deadlines, and reminders in an easy-to-use platform.

Flowlu

Flowlu is a business management platform that integrates project management, CRM, invoicing, and financial tools for effective team collaboration and operational oversight.