Page 10 - Top Podio Alternatives

Pipeline CRM

pipelinecrm.com

CRM for Salespeople by Salespeople Get a sales CRM platform that offers easy setup, seamless integrations, full customization, and intuitive tools. With Pipeline CRM software, you’ll have everything you need to accelerate sales.

EQUP

equp.com

EQUP is an all-in-one software that helps business owners in streamlining their businesses process like marketing, sales, billing, communication, etc. With EQUP, business owners do not have to settle for generic solutions; it offers industry-specific solutions to their business problems whether they are in Service, SAAS, or E-commerce industries. EQUP is the only CRM+Marketing Automation software present in the market that offers you the option to manage multiple companies with a single account and a single subscription. No need to purchase a new plan to manage your other businesses. EQUP's inventory pooling feature allows you to pool your Emails, Users, Deals, Tags, Tasks, Appointments, etc. between your companies so that no feature is left unused. In EQUP, all the tools you need to manage and grow your business are all available in one place, making it easier for you to manage your business without having to learn multiple programs and switching between them for necessary information. You will also have access to a dedicated account manager who will not only help you with onboarding but will also be available to assist you with your software needs.

Fusioo

fusioo.com

An all-in-one workspace that works the way you do. Create your custom online database, get rid of numerous spreadsheets and manage anything that is important to your business, in one place.

Planless

planless.io

With so many constraints to consider and constant changes, planning possibilities are endless and ever-changing. That's why planning work shouldn’t be a manual process. Planless combines all your constraints and builds the perfect work plan for you. It matches your team skills and availability to your project due dates and other requirements making the ideal plan to deliver work, every time. Maximizing your teams' efficiency and adapting to every change, instantly.

Feng Office

fengoffice.com

Feng Office is an integrated suite designed to help your organization run better. Users can stay connected to clients, meet project deadlines, find information faster, and grow their organization.

CompanyHub

companyhub.com

Along with general CRM features like contact management, sales pipeline management, quotes and product management CompanyHub is very powerful with following aspects of CRMs. Customizable for different industries Normally when CRMs say they are customizable, they just let you store some fields. CompanyHub goes way beyond that. You can also create custom tables to store any kind of data like Projects, Payments, Schools, Properties, Courses etc. Records from different tables can be associated. You can change the labels (like change ‘Company’ to ‘Hospital’), filter records by any criteria, change columns and do reporting on any table / field. Powerful Reporting You can get the report in seconds. You can do reporting on any data (including custom fields), for any period of time. Filters can also be applied. It also supports various types of charts & tables. Strong Email Automation Sales people spend lot of time on email. CompanyHub gives them everything they need to be more productive. Email Sync automatically updates the conversation with leads.

Livespace

livespace.io

A next gen. B2B process-focused CRM, with task & sales automation - Livespace is an intuitive & adaptable, cloud-based CRM platform, built for professionals by those in the know. Streamline your sales process, set goals, and keep all your customer information up to date. Using its adaptable lead scoring system & its automated sales processes, Livespace users are able to gain the most from every lead. With its open API for seamless integration, as well as mobile / tablet access, Livespace allows its users to prioritize & spend time where it matters.

Moskit CRM

moskitcrm.com

When it comes to increasing sales, adopting a good CRM is vital to amplify results. Discover Moskit CRM.

Swit

swit.io

Swit is every team's work hub that consolidates collaboration essentials in one place - task, chat, goals, approvals, and integrations with Google Workspace and Microsoft 365. It's purpose-built to drive Employee Connection Where It Counts. Bring your entire company together on a unified platform that supports communication, work management, task tracking, goal setting, and so much more! Swit is flexible and scalable to meet the needs of any organization of any size. Drag and drop emails into Channels or convert them into task cards. Drag and drop task cards into Channels or DMs. Attach Approvals or OKRs directly to task cards. See why Swit is loved by organizations of all sizes from Small Businesses to Enterprise customers.

I Done This

idonethis.com

Your team, in-sync. More than 160,000 people use I Done This’s easy daily check-ins and powerful progress reports to run more effective and productive teams.

sales-i

sales-i.com

sales-i is an award-winning data driven revenue optimisation platform designed for manufacturing, wholesaler, and distribution businesses who want to improve the performance of their sales function, but don't get the customer visibility they need. - Alert your sales team to hidden, easy-to-close opportunities and give them greater visibility of customer buying patterns. - Speed up your sales teams meeting prep, call planning and contact management, while giving them access to critical sales data in the palm of their hand. - On average it costs you $500 per day to employ a salesperson and for $4 more, sales-i will provide them with a profitable focus on sales activities so that sales time is not wasted. Simple, sales effectiveness software that generates value and grows revenue.

User.com

user.com

User.com is an all-in-one Marketing Automation platform aimed at boosting engagement and improving conversion by using a single data source for your customers. Reach clients through a wide range of communication channels: email, live chat, chatbot, push notifications, dynamic page content, and many more - all available in one place. Interested in Marketing Automation? Grab our free 14-day trial with no upfront payment: http://bit.ly/2wrc3Ax We offer various integrations - Easily connect to Google Tag Manager, Zapier, Segment, Google Analytics, Wordpress, Magento, PrestaShop, JavaScript, CSV, Gmail, Freshmail, Email Labs, plus a range of many more! For a full list see our integrations page here: http://bit.ly/38Dsxn2 As a real-time customer and engagement tool for small and large businesses alike, User.com has been designed to maximize conversion rates and grow user satisfaction. With intuitive drag & drop tools, you can build marketing automation processes, marketing campaigns and create automated action paths that will continuously engage your customers. Use Triggers, Conditions, and Actions to deliver personalized messages to your users at the right time. We understand how important it is to have ongoing engagement with your users in real-time - With the integration of our live chat tool, you can connect in real-time and worldwide. All conversations are stored and connected. Lookup at anytime the latest messages - and send the updates to users via email with simple connections between them.

Pipeliner CRM

pipelinersales.com

The Best CRM, all About Sales! Sales enablement tool, a simple, winning formula. Focus on pipeline management, sales process & analytics to maximize revenue.

Sangam CRM

sangamcrm.com

Sangam CRM is a cloud-based CRM with Web and Mobile apps designed to make the life of Sales Executives as easy as possible. With Sangam CRM, users can manage leads, opportunities, sales funnel, activities, sales reporting, and more - all in one place. Sangam CRM is an industry-agnostic platform used by more than 450+ companies across 25+ industries and by more than 8000 users daily.

Ganttic

ganttic.com

Ganttic is a resource planning and project portfolio management tool, providing users with an overview of their tasks, projects, and resources. Gain insight, efficiency, and control of the planning process. The platform is ideal for planning multiple projects, as it allows you to schedule people, equipment, tools, and facilities simultaneously. Drag and drop interface helps reallocate resources quickly and reports measure performance, ensuring enhanced efficiency. Track project progress with visual and shareable Gantt charts, keeping the whole team in the loop. Make updates instantly and from anywhere on the cloud-based platform. Ganttic is a flexible solution for users from every industry. Implement your own planning methodology and see plans become reality. Based in Estonia, we’ve been serving clients from every corner of the world for the past 10 years. Start a free trial today, and see why for yourself.

Easynote

easynote.com

Easynote is work and collaboration software where anyone and anywhere can manage their daoly work. It's easy and very scalable to any industry or business thanks to it's unique grid system. No matter if you need to work agile, in timeline or gridway, Easynote is the right choise for you. So it's time to say goodbye to Monday.com, Asana, Clickup, Trello, TeamGantt and many more. Use over 50 pre-defined templates to get started in seconds. Manage small projects or large enterprise projects together with your team! Use our unique dashboard to get overview of all your projects at once, in once single place. Easynote offer a 7 day trial with no credit card required.

Storipress

storipress.com

Storipress is an AI-enabled long-form content workflow solution designed for B2B content teams to create thought leadership content at scale. Storipress centralises your workflow by combining all the content tools you need into one platform. Storipress enables you to reach more of your target audience faster; saving teammates 10 hours a week by automating the collaboration, distribution, and measurement of your content to achieve a 16x ROI on your content.

SpinOffice CRM

spinoffice-crm.com

A CRM that really saves you time. With SpinOffice, you create a central spot for all your email, business contacts, appointments, tasks, projects, folders, documents, files and notes. No matter what you’re working on, how big or small the task may be, SpinOffice makes it super easy to get stuff done. And best of all, you share all information in the database with your colleagues. That makes SpinOffice CRM the ultimate team application for any small and medium-size business. SpinOffice CRM is available for macOS, Windows PC and on mobile (iOS and android).

Ploomes

ploomes.com

Ploomes is the first platform that combined CRM, process automation and proposal generation. Have control of the entire commercial operation, from the lead generated to its conversion and loyalty, unifying the salesperson's work environment and enabling a 360º view of customers. We fill a market gap by combining the robustness of more traditional CRMs and the ease of implementation, use and maintenance of simpler CRMs. With this positioning, we have become the largest Latin American CRM company, serving clients such as Philips Healthcare, Intelbras, Grupo Moura and Unimed.

ftrack

ftrack.com

We develop the Academy Award and Emmy-winning solutions ftrack Studio, cineSync, and ftrack Review. Our team and technologies are built around a single purpose: to unleash the potential, productivity, and progress of every creative project.

Task2Bill

task2bill.com

Task2Bill is the only tool that comprises end-to-end functionalities to simplify your project tasks through flexible steps and reduces the need for multiple systems to manage your business.

BloomUp

bloomup.io

Organise your teamwork with ease Fed up with tools that are too complicated? Discover a simple and collaborative tool to stay organised on a daily basis, even at a distance. You will be able to gain visibility on all your activities and collaborate easily with your team, even remotely. The functionalities help you stay focused on the essentials: dashboard, task planning and real-time collaboration... Track all of your projects in a single interface with customised indicators. What's more, thanks to its ergonomics and simplicity, it won't take them more than 5 minutes to get to grips with the application. Do you have any questions? Our team is at your disposal to help you. With Bloomup, you can therefore follow the progress of your projects more easily and organise the work with your team. Thanks to its ergonomics and simplicity, it won't take them more than 5 minutes to get to grips with the application.

Method Grid

methodgrid.com

Method Grid is the AI-empowered knowledge and project management platform that helps teams improve how they deliver projects and services by connecting knowledge, experience and technology. Teams can collaborate and build knowledge-rich playbooks that define how to deliver individual projects and services by leveraging their global expertise, knowledge and insights. Bring projects to life by creating playbooks that can be customised and tailored for each client, making it easy to highlight your organisation’s capability and expertise in a way that resonates with their specific needs and challenges. Method Grid is the platform for consulting organisations looking for a capability partner to assist them in building world-class scalable services. Services that foster trust, exceed expectations and manifest as authentic intellectual property, which encapsulates the collective knowledge and experiences of your people.

Spiro

spiro.ai

Spiro.AI provides the world’s smartest customer platform for companies in the supply chain. Spiro.AI combines automated CRM capabilities, sales enablement, analytics, and integrated voice-over-IP all into one powerful platform, driven by an AI Engine which makes proactive recommendations to decision makers in real-time. Spiro.AI customers report this increased visibility has helped them close deals 23% faster and grow their customer contract values by 32%.

Claritysoft

claritysoft.com

Clarity CRM's unique blend of simplicity, utility, and flexibility delivers powerful marketing automation, sales automation, customer service tools and much more in an intuitive, completely customizable interface. Clarity CRM, from Claritysoft, was designed with considerable focus on usability, and built to enhance the user experience and maximize user adoption. Clarity CRM gives you enterprise power and functionality at a fraction of the cost.

webCRM

webcrm.com

Integrated business growth and customer management solutions. Increase revenue, nurture customer relationships & analyse performance with our award-winning CRM platform.

Breakcold

breakcold.com

Breakcold is a Sales CRM where you can engage & contact B2B contacts via Email, LinkedIn & Twitter. It's a Social Selling CRM for SMBs & Startups.

elapseit

elapseit.com

Resource planning and time tracking software, from project kick-start to invoice. elapseit is simple to use, extremely user-friendly and easy to learn. It’s the perfect choice for startups, agencies, small & medium companies, especially in the following fields: digital marketing, creative agencies, web development, IT & Software companies or legal. In a nutshell, elapseit covers the following: • Resource scheduling • Time-tracking • Projects (phases/task) • Leave management • Invoicing • Legal documents sharing, versioning and more • Dashboard and reports PROJECT You can start to create a project (time and material or fixed fee). Set a default hourly rate. If you have more rates on the project that’s fine, you can customize it depending on the job title of each person who will be billed. You can even set who is allowed to log hours on the project: every person who’s got a licensed account or only allocated persons on that project. If you want to be even more in control that is possible, you can set if the hours logged on the project will be automatically approved or needs to be approved by a project manager assigned. You can have different phases of the project, you can create direct tasks on the project, or you can create tasks only on phases of the project. After creating them you can assign persons directly on project, phases, tasks, task’s of phase’s of project. It’s your choice. PEOPLE With regard to your employees/collaborators, you can keep every info that you need in a single place: hourly rate or monthly pay, currency, the number of vacation days per year, weekly working hours, upload documents related to a person and so on. TIMESHEET It has never been easier to be in control with hours logged by your team on different projects/phases/tasks. As a project manager you can schedule your team on a project. Each person who has been allocated, when will log into the system with his/her account will see his/her allocation and can submit the hours if worked accordingly or can add a new project/phase/task if worked more than has been allocated or if worked less can simply modify and submit the accurate number of hours worked. If the project has been set up as hours logged to be approved by a project manager, then the project manager will check the hours submitted and can approve or reject them and put a comment. After that, the team member can submit again the hours based on the comment(s). After the hours has been approved, the project manager or financial department can lock the hours so no one can modify no longer the hours so an accurate invoice can be created directly with just a few clicks. RESOURCING SCHEDULING The Gantt chart is very easy to use and offers you important information. You can see at a glance who’s over-allocated or under allocated. You can drag and drop to modify the allocation of a person on a project/phase/task. You can use the filters to see only the information that you need in that moment: only for specified projects, people, departments, locations, job title. LEAVE MANAGEMENT Leave management system (availability) is working together with the resourcing planner and timesheet. You will see on the resourcing planner who is off and for how long. You can approve or reject different types of days off and into dashboard you can even see the persons who have time-off approved for a future period. One big aspect is that bank holiday has been integrated into leave management, so you don’t need to worry if a person is requesting a time-off during a period which includes a bank holiday because that day will not be taken from his/her vacation days. DASHBOARD and REPORTS As a manager of a small or medium company you will see into dashboard into seconds what’s relevant for your business: accounts payable (no matter if you’ve invoiced in different currencies you will have the total amount converted into the currency choose by you), next pending invoices, top overdue invoices, top over-burn or under-burn projects and so on. Customized reports which help you in your business, starting from the basic timesheet, list of your employee’s time-off, billing, profitability, cost with your employees, forecast and so on, you can download them as pdf or csv. LEGAL Legal documents sharing, versioning and more. BILLING & INVOICING Invoicing can be automatically created based on the timesheet no matter the type of project (fixed fee or time and material) and can be edited after manually and download it to send it to your client. CUSTOMIZE YOUR BUSINESS’s ACCOUNT PREFERANCES You can customize your company profile account based on your preferences and change them whenever you want: • Set maximum hours per day that an employee/collaborator can submit • Set maximum vacation days per request • Set default vacation days (you can personalize for each employee in part after) • Set when to be notified, before project budget will be burned or allocation will exceed the project budget (%) • Set a default currency (you can personalize for each project) • Create different departments (development, financial, administrative, HR, maintenance and so on) • Create different locations • Set different types of time-off: sabbatical, educational leave, maternal leave and so on. The app already provides you the following types: vacation, sick leave and home office. • Set the bank holidays from your country and benefit from the following aspects: • Translate the invoice in your local language • Ticketing system platform.

Upwave

upwave.io

Upwave is a visual platform for collaborating on projects, portfolios, and daily tasks. Visualize your projects with different views, including board, table, timeline and calendar. Monitor status and progress on all your projects from the portfolio overview. Track time, set estimates and create timesheets. Easily and securely involve outside collaborators. The intuitive and user-friendly interface makes it easy to get everyone onboard - no extra training needed.

BenchmarkONE

hatchbuck.com

BenchmarkONE helps businesses grow with sales and marketing software. We're the all-in-one solution for CRM, email marketing, and marketing automation - built for the way you work. Reach customers and drive revenue with our easy-to-use SaaS platform.