Page 23 - Top SuiteDash Alternatives
PhingooCRM
phingoocrm.com
PhingooCRM is a cloud-based CRM solution tailored for modern call centers, equipped with advanced tools for effective resource management. All CRM systems are highly adaptable, designed to meet the unique needs and processes of your organization. If you're looking to implement PhingooCRM or already use it, it's important to note that updates, patches, and configuration changes can complicate things over time. Ensuring that your custom modifications remain functional after these updates is crucial. Traditionally, quality assurance teams or designated members perform these checks manually. However, as your organization grows, PhingooCRM workflows can become complex, and the volume of data increases significantly. Manual testing can be labor-intensive and error-prone, making it challenging to cover all aspects of the system. This is where test automation comes into play, helping you navigate the validation challenges efficiently. It can save considerable time and ensure smooth operations with minimal effort. However, there are some challenges to consider: * Ongoing Updates and Maintenance: CRM systems like PhingooCRM are constantly evolving, which means your automation scripts may break with new releases. Keeping track of these changes and updating your test scripts can become burdensome. * Complex User Interface: The strength of CRM systems lies in their ability to manage intricate business workflows, which can lead to a complicated user interface featuring dynamic object IDs, nested iFrames, and detailed object trees. Automating these elements with traditional tools can feel like piecing together a puzzle. * Custom Reports: Reports are tailored to your specific requirements, and automating them with legacy tools often necessitates programming expertise from your engineers. * Test Data Management: Managing large volumes of data and sensitive information requires a careful approach. Effective test data management is essential for extracting, masking, editing, and maintaining test data securely. * Skilled Personnel: Finding and retaining knowledgeable engineers proficient in automation tools and coding can be a significant challenge.
LedgerDocs
ledgerdocs.com
LedgerDocs is an innovative tech company focused on creating an environment for businesses, bookkeepers, and accountants to share, manage, and collaborate on their important accounting documents. Having been in the industry for almost a decade, they understand the workflow and process involved in providing exceptional full cycle bookkeeping and accounting services to clients, and they want to work with you to make this process as simple as possible.
KONDESK
konze.com
KONDESK is a CRM software with a one-stop solution to manage numerous features, targeted to make managing the business, especially for Migration and Education, a little less complicated and seamless for agents. It aids in assisting the management of customer information, delivering an uninterrupted and fulfilling customer experience. KONDESK is different as an Industry-specific CRM, it provides an innovative platform for enhancing the experience of not only the businesses but their customers too. We assist businesses in managing their data and tasks by giving them a platform that helps them streamline their processes and work by providing all the solutions in one single place and eliminating switching between different platforms.
AppointmentThing
appointmentthing.com
AppointmentThing is a simple yet powerful scheduling software that saves you time and frustration when scheduling your most important meetings. Simple, easy, and user friendly, your customers, clients, and even friends and family will love how easy it is to get on your schedule without disrupting your most productive hours of the day. AppointmentThing integrates with all Apple, Outlook, Office 365, and Google Calendar, as well as Stripe or Paypal, so you don’t need multiple platforms to run your business.
SimplyMeet.me
simplymeet.me
Enterprise Meeting Scheduling system Manage all meetings for your organization from one account and let your clients choose with whom to book and when to book.
KalendMe
kalendme.com
Most affordable premium scheduling platform: Our mission is to give businesses the freedom to grow by freeing up more time to do what they do best. We work with people and companies that want to adapt to the ever evolving digital world: we work together to update and supercharge your scheduling processes and bring to you the best premium features at the best market price.
Baluu
baluu.co.uk
So what is Baluu? To put it simply, Baluu is a powerfully simple, all-in-one booking platform for small and large businesses. We help you save time and money by creating a beautiful customer experience and automating unnecessary admin from your business. We have helped hundreds of businesses transform the way they operate, savings countless hours in the process. Whether you’re taking bookings for classes, events, or appointments; you’re able to launch a mobile-optimised site with all the functionality you need by yourself. No late-night coding lessons, or expensive web developers needed! From timetable management, secure digital payments, e-commerce and much more - Baluu is packed with features you can access from your pocket - all designed to give power back to you Whether you’re an art school, daycare centre, puppy trainer, therapist, sports instructor, or even fire-breather, you can build your website with Baluu and manage it from anywhere in the world. So, why not join the bookings-business-revolution with Baluu?
CozyCal
cozycal.com
CozyCal is a delightfully simple hybrid appointment and resource scheduling software. Easily manage bookings, collect intake forms, and accept payments directly on your website.
CatchApp Bookings
catchapp.mobi
CatchApp Bookings is an intuitive scheduling tool made for professionals and businesses, designed to save your time; on average 5 hours per week. Allow your clients to book appointments on your own online Bookings page. Powerful 2-way sync with all major calendars - Google, Microsoft, and Apple - meaning you’ll never worry about double-bookings, ever again! Take back control of your time around appointments with CatchApp's intuitive buffer features enabling you to have full control of your time while maximizing productivity. Improve attendance with built-in reminders - Emails and SMS - always keep your clients (and you) informed on upcoming appointments, reducing no-shows massively. Customize workflows and connect with your favorite video conferencing tools - Zoom, Google Meet, Microsoft Teams - and all major CRMs - monday.com, Hubspot, and Salesforce. (3000+ integrations!) Create unlimited unique booking pages for your clients, offering different services, locations, and availability. Personalize your bookings page to give your clients an excellent experience. Customize your booking pages to allow your customers to choose when, where, and how to meet you while not conflicting with your existing commitments, with our fully customizable event types. Hold group appointments, for events, training, and webinars + allow your customers to add guests as they require. With the wide variety of potential event types.
Probooking
getprobooking.com
Simple & powerful Appointment Scheduling Tool for your business. Loved by professionals - like coaches, consultants, marketers, agencies, trainers, and corporate advisors
Pixifi
pixifi.com
Pixifi helps photographers and event-based businesses manage their bookings, contracts, invoices, and workflows all in one place so you can focus on what you do best: capturing beautiful moments for your clients. 1. Advanced Workflow Automation: Pixifi goes beyond basic scheduling, invoicing or event management. Workflows and modifiable templates empower automation across client communications, scheduling, and follow-ups, freeing up photographers to focus on their creative work. 2. Customizability and User-friendliness: Pixifi's interface is not just intuitive; it's also highly customizable. Photographers can modify and adapt the platform to align perfectly with their unique business needs, ensuring it feels tailor-made for their operations. 3. All-in-one Solution: Pixifi brings together various functions into one platform - client and event management, invoicing, scheduling, online contract signing, and more. It reduces the need for multiple separate tools, simplifying operations and saving photographers time and effort. 4. Consistent Client Experience: With Pixifi's systems, photographers can provide a consistent, high-quality experience to their clients. It helps in building a strong, positive brand image and fosters client loyalty. 5. Scalability: Pixifi can grow with your business. As you add more clients or staff, the platform can handle the increased workload, helping you maintain efficiency and quality.
Bookafy
bookafy.com
Bookafy differentiates in 3 ways. Design - our product is beautiful for both the customer and the business... Bookafy embeds into websites via iframe and pop up, as well as a free booking page. Customize color, font, lines to match your brand. Flexibility - Bookafy is very robust and supports almost every use case. Bookafy integrates with many other products like Exchange, Outlook, Icloud, Google and CRMs including Salesforce, PipelineDeals, Zoho, Hubspot... and video conferencing with Zoom, GoToMeeting and 24Sessions. As well we do custom work for enterprise clients from UI to Integrations. Humans - our support team answers the phone, will hop on a video call to share screens and walk you through your questions... we are helpful, kind and ready to give you a great experience! Try Bookafy today, we offer a free trial that comes with free set up support and a 1 on 1 with our team to walk through your use case.
Empoche
empoche.com
Empoche combines time tracking with task and project management. Discover how you spent time on your computer and which applications you use most.
5day.io
5day.io
5day.io is a modern work management tool that makes managing projects, tasks, and collaboration easy. This platform is designed for project management, timesheet management, collaboration and task management, to make your work more efficient. With 5day.io, you can make work more balanced, more fun, more human.
Costlocker
costlocker.com
Costlocker is a time tracking and profitability reporting software designed for small to medium-sized agencies in creative, consulting, and tech industries. It helps these businesses understand and manage their project costs, employee time, and overall financial performance. Our platform focuses on providing clear and straightforward insights into how projects are performing financially. This helps agency managers make more informed decisions about where to allocate resources and how to handle project budgets. Costlocker is easy to use, with a clear interface that integrates essential features for tracking time and analyzing costs. This makes it possible for agencies to gain a better understanding of their financial health without needing to navigate complex software solutions.
Unrubble
unrubble.com
Unrubble is a comprehensive solution for all your time management needs. Our platform has all the features you need to make time work for you - schedule shifts, track time off, business travel, and easily manage requests. Say goodbye to the pain of manual data entry, our automatic timesheets make time tracking a breeze. Plus, with customizable reports, you'll have all the insights you need to take your team to the next level. But what really sets Unrubble apart is our focus on flexibility, seamlessness, and teamwork. We don't believe in a one-size-fits-all approach - we adjust to your needs, not the other way around. With Unrubble, you don't have to worry about keeping tabs on time, we've got your back. And forget communication biases between teammates, with our platform, you can collaborate with ease, no matter where in the world you are. At Unrubble, we believe that time is money, and we're all about helping you save both. So why not give us a try and let us show you how easy time management can be?
Crewmeister
crewmeister.com
Crewmeister provides an easy time tracking solution.The SaaS application allows small and medium sized business owners to track and analyze working times of their staff and significantly reduce the administrative overhead.
ManicTime
manictime.com
ManicTime is a time management application, which helps you keep accurate time of your project work
SubItUp
subitup.com
SubItUp is an industry-leading, intelligent and customizable online employee scheduling platform built around your business. SubItUp streamlines and improves your scheduling processes by first using a team of experts to understand them. Our workforce experts then help you configure SubItUp to automate collection of availability and schedule generation, eliminate scheduling conflicts across your enterprise, build time clocks that work for your team, communicate time-and-attendance data to your payroll software, and meet the highest accessibility and compliance standards along the way. It's time to get your time back. It's time to automate the management of your workforce. And, it's time to focus on all of the other tasks you need to do every day. SubItUp's proprietary platform was developed from the ground up to maximize the time you spend dealing with business-related tasks and minimizing workforce management issues.
PurelyHR
purelyhr.com
PurelyHR is powerful modular HR software for small to medium-sized businesses. Since 2010, we've helped thousands of companies worldwide save hours a week on everyday HR tasks like leave management, employee file management and onboarding, time tracking, performance management, infraction tracking, and certification management. Choose the modules you need and the number of users for an HRIS that fits your business needs and budget. Get started today with a free 21-day trial (www.purelyhr.com/trial) or a live demo.
TalentDesk
talentdesk.io
Software to manage and pay your contractors and freelancers. Wherever they are. TalentDesk.io is an end-to-end Freelancer Management System (FMS) built by the team behind leading marketplace PeopleHour.com. Leveraging 15+ years of experience within the freelance economy, we're the only platform purpose built for companies who heavily rely on external resources. Onboard the best freelance talent compliantly, instantly allocate work with a custom-built directory, and automate multi-currency payments to contractors anywhere. Trusted by global E-learning, Production / Media, Consulting, and high-growth Tech companies worldwide.
Wellpin
wellpin.io
Discover Wellpin.io – the ultimate scheduling assistant for busy professionals. Whether you’re a freelancer or part of a team, Wellpin makes scheduling easy and efficient. Enjoy a quick setup, a user-friendly interface, and seamless integration with Google Calendar and Zoom. Key Benefits: • Quick Setup: Ready in 3 minutes • Intuitive Interface: Fun and simple to use • Full Integration: Sync with popular platforms • Affordable: Pay only when you start earning • White-Label Solution: Keep your traffic Transform your scheduling process and improve your productivity with Wellpin.
FutureVault
futurevault.com
Intelligent Digital Vault Solutions for Future-Ready Firms. FutureVault is an industry-leader in secure document exchange and Digital Vault solutions for financial services and wealth management organizations, changing the paradigm of document and information management with the Personal Life Management Vault™ and Business Life Management Vault™. FutureVault’s multi-tiered platform is transforming enterprise, advisor, and client value propositions by significantly improving the way documents, data, and information are managed within a secure, audit-ready, single source of truth. By powering firms with FutureVault’s white-labeled platform and mobile applications help firms meet books and records compliance, improve data privacy, drive front and back-office efficiency with automation and open APIs, and deliver an enhanced digital client experience to better engage with households and the next generation. Data extraction and AI-driven patterns to gain additional efficiency and insight are available for enterprise customers. FutureVault is recognized as a 5-star WealthTech provider and a top 100 most innovative global WealthTech solution provider. * Featured FutureVault Use Cases (Below): Explore how leading financial services and wealth management organizations are using FutureVault to meet compliance, gain back office and admin efficiencies, deliver more value to their clients, and ultimately, save time and money. * Deliver a unique digital client experience: Drive engagement with families (and the next generation) by making it easier than ever to store, access, and manage their life's most important documents. * Automatically deliver documents to clients: Automatically deliver monthly statements, onboarding documents, tax documents, quarterly reports, and other critical documents to your clients via APIs and SFTPs. * Securely exchange and receive documents: Request, receive, and exchange documents securely with head office, advisors, staff, clients, family members, regulators, and trusted collaborators. * Automate and improve eSignature workflows: Save significant back-office and admin costs by automating onboarding processes and automatically delivering (and filing) e-signed documents. * Meet books and records compliance: Improve recordkeeping governance, streamline audits, and confidently meet books and records regulations provisioned by the SEC, FINRA, IIROC, OSC, and more. * Reduce and eliminate paper (work): Spearhead your digital transformation initiative by digitizing document-driven processes to meet ESG compliance and eliminate paper(work) for good.
Bright Return
brightreturn.com
BrightReturn offers a comprehensive solution for automating accounting practices, elevating efficiency, security, and productivity. With a commitment to enhancing the accounting landscape, BrightReturn's software presents a range of features designed to streamline workflow, bolster security, and enable growth. The allure of BrightReturn lies in its multifaceted benefits. Accounting firms can embrace cutting-edge practice management software that automates mundane tasks, facilitating seamless communication and expanding service offerings. This transformation not only drives business growth but also enhances client return on investment, ensuring a strategic advantage in a competitive landscape. Employee retention also stands to benefit. By automating workflow processes and fostering collaboration, the software cultivates a more engaged and satisfied workforce. The accessible training resources contribute to skill enhancement, amplifying job satisfaction and overall employee investment. Productivity is another hallmark of BrightReturn. The software's time-saving features, coupled with efficient client management, financial oversight, and collaborative tools, empower firms to operate more effectively. With BrightReturn, tasks are automated, deadlines are met, and financial management is streamlined. BrightReturn Features:- * Client App & Portal: Empower client engagement. * AI Document Management: Secured Data Exchange, Data Extraction with AI * Automated Workflow: Liberate time, and reduce errors. * Agile Project Management: Stay on top effortlessly. * Task Management: Organize with ease. * HelpDesk Inbox: Unify client communication. * Client Management: Strengthen relationships. * Broadcast: Powerful team and client communication. * HelpDesk: Centralized client support. * Time Tracking: Efficient time management. * HRMS: Manage team attendance, leaves and holidays and work in one place.
Gatheroo
gatheroo.io
Gatheroo provides your business with a client portal to help you collect information and documents from your clients. Each client receives a unique URL with a list of all the information you need from them. The progress bar, coupled with a traffic light system, means your clients are in control of the information they need to share. The automated client reminders mean that you can get on with other things, and you'll be notified when all the information you have requested has been shared. Choose from text fields, document uploads, multiple answers, single select, conditional questions, lists and tables - to get the information you need in the format you want.
Everleagues
everleagues.com
Everleagues is a communication and collaboration platform. Its unique blend of native features and enterprise grade security delivers a seamless in-office and client services experience that increases productivity, collaboration, client satisfaction and profitability. Chat, voice, video, file transfer, e-sign and more productivity tools are in one virtual workspace of your own firm, powered by Everleagues.
Store4
store4.com
Store4 is a cloud application where users can manage their entire order/billing/ shipping process smoothly.
VatPay
vatpay.com
Recurring Payments, Online Billing and Invoicing for B2B Small Businesses Get Low Credit Card Processing Fees with Vatpay
Fidesic
fidesic.com
Need help with invoice processing for Microsoft Dynamics GP or D365 Business Central? Fidesic is your go-to solution for AI powered payables. www.fidesic.com Still processing invoices manually? Fidesic makes invoicing and vendor payments pain free! We help business that are... *Growing Businesses *Multi-location / Multi-entity / Franchises *Needing to scale invoice processing *Needing to modernize AP processes *Using Microsoft Dynamics GP or Business Central Features: *Invoice Data Capture - 99% accurate (No more manual entry) *Easy to Build Approval Workflows for Invoice and Payment Approval *Easy Pay - (ACH, Secure Check Fulfillment, Mobile) *Vendor Portal with Your Branding (Vendors Submit Invoices Directly) *Direct Integration with Business Central and Dynamics GP (Great Plains) Fidesic continuously strives to provide users with the most reliable, efficient and easy-to-use accounts payable (AP) automation solution for Dynamics GP and Business Central. We believe that by simplifying your invoice processing with a modernized, high-visibility and secure platform, you can focus on big-picture organizational goals and build a job you love. Fidesic is designed to work with both single and multi-location businesses using Dynamics GP. We work with accounting professionals to help reduce manual processes, increase productivity, and increase visibility in organizations that have decentralized responsibility. The Fidesic team understands each business, regardless of size, on a personalized basis - ensuring your accounts payable (AP) needs are being heard and taken care of. The customer service team is available via live chat, phone or email to provide you with the necessary information and assistance you need to succeed and overcome any challenges you may face. • Self-Guided Onboarding - Make the transition to automation flawlessly simple. Our support team is there to guide your throughout the entire process whenever you need assistance. • Invoice OCR (Optical Character Recognition) - Fidesic's OCR combines software and human-entry to ensure that important invoice data is as accurate as possible - with the capability to capture invoices up to 96% accurately. That means no more data entry! • Multi-Location Support - Fidesic has native multi-location support built into it's capture and workflow. Invoices will be automatically routed to the designated location approvers and GL coding. • Customer Service - Fidesic takes pride in outstanding customer service. The team is available via live chat, phone or email to answer any of your accounts payable questions, comments or concerns and address them in an efficient manner. • Complete MEM (multi-location) Integration - Fidesic AP has workflows, invoice management, and an import into GP that was designed specifically to work with Multi-Entity Management. Approved invoices will be split into their single, or multiple entities, and imported into GP with zero data entry required. • No More Manual Data Entry - Fidesic helps users out with approval and takes care of fulfillment. No more stuffing and sending out physical paper checks. Send ACH and paper checks by picking which invoices to pay. • Vendor Payment Automation - Fidesic is the best way to manage your entire vendor payment process with our web-based approval workflow system. The solution will match how you have your banking system set up in your Dynamics GP ERP system. You’ll be able to pay vendors from multiple bank accounts by ACH and paper check without adding extra steps to your approval and payment process. • Mobile Invoice Approval - Fidesic's accounts payable solution offers a powerful mobile invoice approval platform that you can access from anywhere with an internet connection. No longer hold up invoice approvals simply because you are out of the office - approve invoices right from your email with our solution. • Robust Workflow - Fidesic's offers a flexible and reliable workflow that routes invoice approvals automatically so you no longer have to micro-manage your accounts payable (AP) invoice processing. As a Fidesic user, you will have complete visibility into your workflow and the capability to generate reports that are are audit-ready. • Industry-Specific Capabilities - Fidesic's offers features designed with specific industries in mind. The solution assists multiple Healthcare, Non Profit, Food & Beverage, Hospitality, Finance and Franchise organizations with their invoice and payment processing. • Reliable Reporting - Fidesic's solution can meet your unique reporting requirements. You will be able to provide reports specially designed to provide your donors insight into how funds are being spent and customize reports based on their needs, all with minimal effort. Users will also be able to create a report with backups of all PDFs and their associated expenses. We know the importance of having access to your full audit trail of all approvals (invoices and payments). ****Fidesic for Free**** Fidesic's offers users an unlimited, no cost trial of Fidesic to explore what AP automation means for their organization with no time limit.
EyeOnTask
eyeontask.com
EyeOnTask enables you to manage everything in a modern and intuitive way, making it the best field service management software on the market. It offers a system that solves the current issues faced by corporate field service management. It is a customer-focused organization with the mission of lowering costs, increasing efficiency, and optimizing operations for its clients. It has helped several field service businesses manage and optimize their field activities, which in turn boosted their return on investment. EyeOnTask is a name you can trust among the available field service software in the market. Features: * Billing & Invoicing * Quotations/Estimations * Job Scheduling * Assets/Inventory Management * Job Time Tracker * Job Dispatching * Contract Management * Audit/Inspection * Appointments/Leaves * Client Call History and Service Tracking * Payment Collection On The Field * Electronic Signature * Customer Portal * Equipment Management * Lead Management Industries It Serves: * HVAC * Plumbing * Computer Installation & Repair * Transportation and Logistics * Construction * CCTV Surveillance * Internet and Cable Service Provider * Pest Control * Cleaning Software * Lawncare and Landscape * Pool and Spa * Solar Installation System * Fire Safety and Alarm Systems * Home Automation EyeOnTask is a cloud-based field service management software that automates, organizes, and streamlines your company's operations.