Page 2 - Top Taskeo Alternatives

LeadSquared

LeadSquared

leadsquared.com

Complete Marketing Automation and CRM software for businesses. Organize your lead capture, lead management, sales management & analytics in one platform.

EngageBay

EngageBay

engagebay.com

EngageBay is world's #1 affordable all-in-one marketing, sales, and support CRM software supporting over 29500 growing companies around the world. EngageBay helps companies to acquire, engage, nurture web visitors and convert them to happy customers and grow their business 5x and more. EngageBay offers a slew of features including: - Simple and powerful All-in-One CRM - Easy to use marketing automation software - Email marketing - Free Live Chat Software - Powerful helpdesk software - Email Sequences - Landing Pages - Web Forms to capture online leads - 360 Degree Customer View across marketing, sales and support departments - Appointment Scheduling Software - Contact Management Software - Free CRM software and many more.

Deskera

Deskera

deskera.com

Deskera is an award-winning integrated platform that enables SMBs to scale faster with fewer tools. From convenience stores to manufacturing plants, hundreds of thousands of small and medium enterprises use Deskera to manage accounting, inventory, payroll, sales, and marketing automation.

Freshsales

Freshsales

freshworks.com

Accelerate your revenue with context-driven sales Personalize engagement, shorten your sales cycle, and grow your business with Freshsales Feature packed product suite for businesses of all sizes. Refreshing cloud software your teams will love. Support | Sales | ITSM | Cloud PBX

Keap

Keap

keap.com

Keap is an all-in-one CRM and sales & marketing automation platform designed to grow your business. With Keap, you'll easily capture, organize, track, and nurture all of your leads to increase sales and revenue. To ensure your success, Keap also offers expert coaching, in-depth training, outstanding support, and a dedicated community of entrepreneurs.

Bloom

Bloom

bloom.io

Bloom is a business workspace for independent business owners, freelancers, and service professionals. It connects all client touch-points in a professional experience, including digital forms, quotes, contracts, invoices, digital payments, communication, scheduling, and even the client portal. Bloom is the complete suite of business tools for modern creatives, freelancers, and small businesses.

SendPulse

SendPulse

sendpulse.com

SendPulse is a multi-channel marketing automation platform for multifaceted business promotion and customer retention. SendPulse allows you to send email and SMS campaigns, work with clients using chatbots for Telegram, Facebook Messenger, WhatsApp, and Instagram, and create landing pages in just 15 minutes. SendPulse also offers a platform for creating online courses. You can easily track all of your marketing activities and client information with SendPulse’s free CRM.

ConnectWise Home

ConnectWise Home

connectwise.com

Made for companies that sell, service, and support technology, ConnectWise PSA (formerly ConnectWise Manage) is the leading business management platform worldwide. Technology Solution Providers (TSPs) rely on ConnectWise PSA to achieve greater accountability, operational efficiency, and profitability. Leveraging the cloud, ConnectWise PSA facilitates business-process automation, help desk management and customer service, sales, marketing, project management, and business analytics that dramatically streamline a company's operations. ConnectWise PSA is the centralized hub that gives TSPs an end-to-end view and total control over their business. ConnectWise PSA also gives its users access to a powerful network of ideas, experts, and solutions. A veteran in the technology services industry, ConnectWise PSA has been the premier business management platform for technology companies for more than 15 years.

Cal.com

Cal.com

cal.com

Open Source Scheduling: Send a link and meet or build an entire marketplace for humans to connect.

Capsule

Capsule

capsulecrm.com

Simple yet powerful CRM. Join over 10,000 global businesses and discover an easier way to manage contacts, sales and grow lasting relationships.

Copper

Copper

prosperworks.com

Copper is the only client and project management tool that's a Recommended for Google Workspace app. Connect with leads, win deals, deliver projects and create repeat clients. All in one easy-to-use tool. Join 30,000+ service businesses in building more valuable, longer-lasting relationships. Collect leads with website contact forms or scan business cards from our mobile app. Leads flow effortlessly into your sales pipeline. Pipeline flags and reports help you keep things moving. Transition new clients over to your onboarding or project delivery pipelines with one click. Manage next steps and tasks directly on your pipeline without needing to click into projects. Copper’s integration with Google works seamlessly with your Gmail, Calendar and Drive, you never have to switch tabs to add leads, track email conversations, find files and manage tasks in your marketing and sales process. Talking to a new person? Add new contacts directly from Gmail through our Chrome Extension. Hover over any Copper contact for rich, contextualized communication and activity details. Surface your CRM reminders and tasks alongside your Gmail inbox. Speed up your email responses with email templates, automations and merge fields. Add new leads and update old ones based on your email interactions, Google Contacts and Copper suggestions. Manual data entry is a thing of the past. Your Google Calendar gets a makeover too. You can look up event details, customer interactions, and materials directly from Google Calendar without breaking your workflow. Stop hunting for files, they're right where you need them. Files and Google docs sync to your Copper contact records automatically. Quickly surface customer files across company and deal records, and easily attach suggested files in Gmail based on your email activity. Export any data from Copper directly to Google Sheets via the custom report builder, or connect to Looker Studio to visualize Copper data longside other data sources.

Zoho CRM Plus

Zoho CRM Plus

zoho.com

Zoho CRM Plus is a unified CX platform that empowers your sales, marketing, and support teams to work as one, on a single interface.

Booksy

Booksy

booksy.com

Booksy Biz gives you all the tools you need to manage and grow your business. One app to accept appointments, manage your calendar, process payments, attract new clients, and keep them coming back. With over 38 million clients world wide using Booksy to book appointments, you are guaranteed to increase your reach. List your business to get hundreds of profile views and 24 hours of your time back, every single month. The Booksy Biz mobile app allows you to manage your business from anywhere. Calendar, clients, checkout, and marketing – we put core business functions in your pocket so nothing can slow you down. Or, use Booksy Biz on your tablet or computer to experience the full power of Booksy. In addition to mobile features, you gain access to staff calendars, inventory management, powerful reporting, and advanced customization. If you’re a business that uses Booksy and would like to get in touch with our support team, please feel free to reach us at [email protected]. If you’re interested in using Booksy Biz for your business and want to learn more, please visit our website at https://booksy.com/biz. If you’re a client of a business who uses Booksy, and have a complaint about your experience with a business, please email us at [email protected].

Mindbody

Mindbody

mindbodyonline.com

Searching for a new workout? Want to drop-in on a yoga class for less? Need help finding new at-home workouts? The Mindbody app can help you find the best place to get your sweat on & work on that beach body. Whether you’re looking for a beginner workout or trying to beat your 30-day fitness goals, you can find it all on Mindbody. Over 52,000 businesses offer fitness classes in yoga, Pilates, HIIT, cycling, barre, kickboxing, dance, weight training, circuit training, bootcamp & more! And for your post-workout recovery, book a massage, facial, acupuncture, or cryotherapy, & finish it off with a beauty appointment—all in one app.

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.

Picktime

Picktime

picktime.com

Picktime is an appointment scheduling platform that enables businesses to manage appointments, staff and services hassle free. It is a one stop solution for businesses that need scheduling of any kind. Be it Room management, Equipment rentals, Class bookings, Event management or Course Management we've got your back. Signup for FREE and see your business revenue increase by leaps and bounds

Planfix

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.

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.

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.

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.

Qualified

Qualified

qualified.com

Qualified is the pipeline generation platform for revenue teams that use Salesforce. Leading B2B brands such as Adobe, LaunchDarkly, SurveyMonkey, ThoughtSpot, and VMWare trust Qualified to grow their pipeline by tapping into their greatest sales & marketing asset—the corporate website—to identify the most valuable buyers, uncover signals of buyer intent, and instantly start sales conversations. Customers that use Qualified report a 10X increase in sales meetings, a 4X increase in lead conversion, and a 6X increase in pipeline. Qualified, built on Salesforce, connects the website with Salesforce data to identify account-based buyer intent and facilitate real-time sales conversations. Qualified is ranked #1 on the Salesforce AppExchange and is ranked #1 across over 20 categories on G2. Headquartered in San Francisco, Qualified is led by former Salesforce CMO Kraig Swensrud and former Salesforce product SVP Sean Whiteley and funded by Norwest Venture Partners, Redpoint Ventures, and Salesforce Ventures. To learn more, visit qualified.com.

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.

SimplyBook.me

SimplyBook.me

simplybook.me

SimplyBook.me offers a simple and yet extensive online appointment scheduling software that works for all companies accepting time appointments. Now your clients can finally book appointments online 24/7 and receive sms/email reminders to eliminate No Shows. You will get your Booking web page, Facebook booking button, Google calendar sync, Promotional Feature, Ability to sell products upon booking, Membership features, Gift Card sales, Statistics on your bookings, Booking button if you already have a website and you can accept payments in advance. Check out our web site at SimplyBook.me to see all our features!

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.

Weshare

Weshare

weshare.net

Let Weshare Automate Your Appointment Scheduling. Weshare is the easiest way to schedule appointments with anyone, anywhere. Online, offline, on-the-go.

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.

WellnessLiving

WellnessLiving

wellnessliving.com

WellnessLiving is the fastest-growing, all-in-one business management software for the fitness and wellness industry. Trusted by over 5,000 business owners and more than 15 million users worldwide, WellnessLiving is the only software you need to manage and grow your business. It's affordable, reliable, easy to use, and offers all the tools and mobile apps you need to attract, convert, and retain more clients.

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