Alternatives to ActionClient
Compare ActionClient alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to ActionClient in 2026. Compare features, ratings, user reviews, pricing, and more from ActionClient competitors and alternatives in order to make an informed decision for your business.
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1
SalesExec
ClickPoint Software
SalesExec helps salespeople by automating the complex sales follow-up process. SalesExec takes the guesswork out of who to call, when to call, email, or send text messages. With guided selling and automated lead prioritization, your salespeople will work their leads more efficiently and with less complexity, helping them to win more deals. SalesExec includes efficiency tools like local presence dialing to reach and identify 60% more sales opportunities, with automated text SMS and email nurture to reach customers at the right time in their buying journey. SalesExec will also help your marketing team by capturing and intelligently routing and prioritizing all web leads and phone calls. With SalesExec, your team can easily handle thousands of leads, ensuring you get maximum ROI from every prospect by enforcing customer outreach and sales follow-up.Starting Price: $65.00/month/user -
2
Profusion360
Profusion360
Your real estate website is the first impression to many and could be the deciding factor if a client uses your real estate services or somebody else’s. Profusion360 provides high-end, attractive, and modern real estate websites for agents, teams, offices, and brokers that will represent your brand and image to the highest professional level that will surely impress. All of our real estate websites are semi-custom websites. That means you’ll get a professional real estate website that not only represents your company brand, but will be targeted with the areas you are farming by utilizing communities and custom homes lists. Not only to we provide the best looking real estate websites for agents, teams, and offices, but they are packed with features and tools that will be valuable to your clients and prospects. With MLS property search, search tools, and listings by email, your real estate website will be the choice of prospective buyers.Starting Price: $180 per month -
3
Shine
Shine
Simple, transparent, accessible. Shine is the professional online account designed to support the self-employed and small businesses. The Shine account adapts to you, whatever your status. It is particularly designed for the needs of micro-businesses, self-employed people and small businesses. A real administrative co-pilot designed to simplify the daily life of your micro-business. The pro account designed to facilitate the financial and accounting management of your activity. An offer that evolves to help you manage your finances with ease, alone or with your associates Specially designed for freelancers and small businesses, Shine is easy to use and allows you to calmly manage expenses related to your activity. An ally of choice for your accounting. Shine simplifies the management of your receipts and streamlines your organization, whether you have an accountant or not.Starting Price: €7.90 per month -
4
Touch & Sell
Touch & Sell
Make sure that your teams have all the information they need, whether as regards training, coaching or content. Adjust your sales strategy and procedures thanks to greater visibility on each interaction. Concentrate on human relationships in order to create value and grow your company. Enable your salespeople to provide an incredible experience during appointments. Reduce the sales cycle by interacting with your prospects at the right moment. Develop their skills in line with individual knowledge and shortcomings. Motivate and engage your teams and obtain optimal results. Speed up new salespeople’s integration. Reduce the time between recruitment and first sale. Provide your marketing teams with the right vision of their work. Give salespeople the means to develop their capacities with the right content. Align your marketing and sales teams via notifications in real time. -
5
FYRST
FYRST Banking
FYRST is the digital bank for all founders, self-employed and freelancers with inexpensive banking services, a comprehensive range of digital services and innovative business solutions. As simple & digital as with a FinTech and as secure & competent as with an established major bank. Current information and assistance for self-employed and freelancers in the context of the corona crisis can be found on our dedicated page. Now with the latest information on KfW loans and how you can apply for them from us. FYRST is your new digital business customer bank that offers you extensive services and first-class service at very favorable conditions. With our entry account FYRST BASE there is no account maintenance fee for tradespeople and freelancers. Or opt for FYRST COMPLETE, our inexpensive all-inclusive business account with a free connection to the clever FYRST order management! Find out more about our attractive account models for your business now!Starting Price: €10 per month -
6
Namu
Namu
Instead of subscribing to multiple platforms, we've built one solution - an integrated and automated financial platform designed and built specifically for you, the self-employed professional. Our robust invoicing module is built to make your life easier. The data from your invoices seamlessly connects to your bank and credit card transactions and ultimately flow into your tax planner so you always know where you stand when it comes to taxes. We also calculate sales tax for you natively in the system so if you’re selling products or merchandise and need to be sales tax compliant, we have you covered there too. We have made accounting much simpler for you. No more Accounts Payable or Receivable, no journal entries, and no accruing income or expenses. We have built a custom accounting system specifically for the self-employed. The difference? Unlike other products that market to self-employed workers, our solution does not work for small to medium sized businesses.Starting Price: $5 per user, per month -
7
PropertyShark
PropertyShark.com
Offering unparalleled property reports for both the commercial and residential sectors, PropertyShark can help you determine when the property was developed, who owns it, its exact characteristics, up-to-date sales history, property value estimates, information about current zoning, air rights, and much more. We are unique in the market place as the only company which competitively serves all active players in the real estate industry: commercial and residential real estate agents, investors, appraisers, developers, insurance agents, acquisition professionals, mortgage brokers, property managers, home buyers, and others. -
8
iProp.Money
iProp.Money
iProp.Money provides a banking technology platform that enables real estate owners, brokers and investors, to change how they experience and make real estate deals. Channel partners & investors use the platform to gain transparency into brokerage. Empowering real estate stakeholders to scale up their business for meeting payments, marketing and sales goals. Channel partner management, freelancer management, investor management, payment management, legal assistance, IVR management, customer eKYC, payments and onboarding. Builder management, super broker management, CRM, legal assistance, payment management, IVR management, training, brokerage management and many more. Offers modules such as freelancer modules, training, builder management, CRM, payment management, training, IVR management, loan management and brokerage management. -
9
BrokerSumo
BrokerSumo
BrokerSumo is a commission management cloud software for real estate brokers and teams. The software combines all the tools real estate professionals need to manage their office, financials, and agents in one easy to use platform. From onboarding new agents and managing and process agent monthly billings, through to customizing commission plans and closing fees, BrokerSumo does it all. It also syncs to QuickBooks for simple accounting.Starting Price: $45.00/month/user -
10
BCS Insurance Company
BCS Financial Corporation
A flexible follow-form excess policy with the capability to be written on a stand-alone basis, or in combination with cyber security/privacy and technology – admitted in all states except AK, HI, SD, and WA. An admitted cyber liability policy designed for small to mid-size businesses, and the ONLY admitted quote/bind/issue system that can be completed in under two minutes. A cyber liability insurance program for insurance agents and other self-employed individuals to protect their business for incidents that involve preach of private data and communications. -
11
EZ Coordinator
BrokerStore
Track buyer and seller leads in the CRM. Track property showings and offers in a fast and simple way. Run email marketing campaigns and keep prospects engaged. Access your transactions, documents and tasks 24/7. Track your tasks and important due dates. Get performance and sales reports and review documents for compliance. Put the power to organize leads, documents, signatures and task management at your fingertips. EZ Coordinator is the premier real estate transaction management tool used by brokers, agents, and transaction coordinators to manage their real estate transactions and improve efficiencies leading to more closed deals. Manage your buyer and seller leads, track the property types of interest, as well as other important data that will convert leads into CLIENTS! For brokers, this tool will help you attract the best agents in the business by offering them our CRM tool. For agents, no more multiple programs to track leads and transactions.Starting Price: $15 per month -
12
Knab
Knab
The cheapest business account for freelancers. For self-employed persons who have been registered with the Chamber of Commerce for less than 3 years. Receive extra starter benefits with your business account. Optionally request a credit card with a starter limit. The business account for self-employed people in the Netherlands. Get up to 5 payment accounts with debit card. Open as many savings accounts as you want. Easily open extra accounts via the Knab App. Expand your package with a business credit card or accounting link. Log in to your Personal Banking Environment or Knab App. Switch to the cheapest business account for freelancers today and receive € 50 as a gift. With a business credit card you always have an easy and safe payment method at hand. Request the accounting link and link it to your online accounting program. Knab helps you with your business insurance through partners. This way you cover the most important business risks. -
13
Clean Invoice
Clean Invoice
Clean Invoice is a web-based invoicing and quotation software specifically designed for freelancers, self-employed individuals, and small businesses. The tool enables users to create and manage clients, systematically record products and services, generate professional quotes, and send invoices with just a few clicks. Clean Invoice ensures compliance with e-invoicing regulations, allowing users to easily meet legal standards. Its intuitive user interface allows users to efficiently manage their business documents without complex processes. The goal is to simplify the entire invoicing process and provide companies with a reliable solution for their financial management.Starting Price: €10 -
14
Talega Systems
Talega Systems
Innovative Real Estate Marketing and Sale Solutions. Advanced real estate coaching, SEO, websites and software. Small to Major Brokerages Across the USA and Canada. Agents and Brokers Seeking To Utilize Their Real Estate Websites and Mobile Apps to Competitive Advantage. Real Estate Agents and Brokers Extending the Power of Diverse Solutions WordPress IDX Pro (formerly dsIDXPress) for SEO. We offer several IDX real estate website solutions from basic to platinum. The CRM has prospect tracking, lead management and a complete marketing automation system. SMS text lead alerts with include the targeted property link. Several statistics will show for Homes and High Rise condos at the Neighborhood level. Your competition wishes they had features to impress prospective sellers with it. Clever, not in your face lead registration which you control its settings. An advanced CRM that has various email drip campaigns from simple to advanced.Starting Price: $199 per month -
15
MyPayStubs
MyPayStubs
MyPayStubs is a reliable and user-friendly online pay stub generator designed to meet the needs of freelancers, self-employed individuals, and small business owners. Our platform makes it simple to create professional, accurate, and compliant pay stubs within minutes, no technical skills required. Key Features: Fast and easy pay stub generation Accurate calculations and professional templates Instant download and secure transactions 100% customer satisfaction guarantee 14-day money-back guaranteeStarting Price: $5.99/stub -
16
Salesfolks
Salesfolks
Search our database of more than 5 million sales professionals! You need great salespeople, we are your salespeople. Discover exceptional AEs, BDRs, LDRs, SDRs, and more. Save time and money, hire sales pros the smart way. Find rewarding sales jobs, and join our community today. Everything you need to find and hire exceptional sales professionals. Join other smart businesses in the world’s #1 community dedicated to salespeople. Get instant access to thousands of salespeople. Big or small, put your business in front of sales reps by creating a sales job listing today. Job boards and social sites like ZipRecruiter, CareerBuilder, Indeed, and LinkedIn are incredible watering holes for jobs and networking. But let’s face it, they don’t specialize in the unique and nuanced role of sales. Sales folks are dedicated to the art and science of sales talent acquisition. We have insights on salespeople that can be found nowhere else, and we use AI.Starting Price: $299 per month -
17
Zoho SalesInbox
Zoho
Turn unopened emails into closed deals with the only email client built exclusively for salespeople. The first email client built exclusively for salespeople. The most recent email isn't always the most important. Especially in sales. You need to stay on top of the deals that are most likely to turn into revenue. A traditional email client won't help you do that. But SalesInbox will. SalesInbox automatically prioritizes and organizes your emails according to the deals that matter most to you. See more -and do more- right from your inbox. Have your mailbox reflect your sales pipeline and your emails organized according to sales priorities, so that you stay on top of deals that matter the most. For better communication, you need better context. Know every detail about your customer to get a clearer picture and craft better responses. Get alerts for follow-up activities and notifications about the conversations that matter most. Follow-up faster and also automate the process. -
18
SohamGeni
Dream Tekis Software
With SohamGeni core Insurance system, run your complete insurance business life cycle in an environment that is reliable and quick. SohamGeni uses the latest technologies, provides an adaptive user experience and a strong platform for your business. Categorize your Intermediaries as per your company’s model. Classify as Bank, Individual Agent, Broker, etc. and label them as Commission Agent, Direct Agent, Sub- broker, Associate Agent etc. based on commission. Identify each with a unique Intermediary identification. Track every intermediary and their business through analytic reports. Configure and transact commission for each line of business for different types of intermediaries. Helps in registering the Intermediary info like details of Agent, Broker, Corporate Agent or Direct Sales in the system. Helps user to modify the details of existing Intermediary in the system.Starting Price: $250 per month -
19
Pathway Insurance Software
Pathway
Process client renewals in a fraction of the time it takes your staff to do them manually with automated workflows that are triggered by policy expiration dates. Connect with prospects and policyholders at every stage of the insurance lifecycle with broker-tested emails and automated workflows that maximize every interaction. Boost your online reviews while converting dissatisfied customers using the widely respected Net Promoter® survey tool to gauge and enhance the customer experience. Reduce your call volume and improve the customer experience by giving policyholders 24/7 access to their policy documents, proof of insurance, billing, and more. See for yourself how Pathway makes it easier for your brokers and CSRs to attract clients and keep them happy. Join us to learn how automated marketing solutions are transforming the way brokers and agents do business.Starting Price: $120 per month -
20
Monkey Office
ProSaldo
Do you work as a freelancer, self-employed person or entrepreneur? Then writing offers and invoices, accounting and preparing tax returns is an important part of your work. MonKey Office combines order management and financial accounting in one clear application. The software has a modular structure. Even the basic module, which can be used free of charge, enables you to do preparatory bookkeeping, for example as an input for your tax advisor. And by purchasing expansion modules, you can add further functions to the scope of services at any time. Manage customers and suppliers. Enter and account for open items (incoming and outgoing invoices). Compare incoming and outgoing payments with the open items. Posting income and expenses and cash transactions. Collective receipt for digital documents. Evaluations such as open items, journal, account statements, totals and balances, cost centers. Preparatory bookkeeping for the tax advisor: DATEV import and export.Starting Price: €90 one-time payment -
21
Cash Flow Analyzer
Real Estate Analysis Software
Our real estate investment software helps you analyze for better investment decisions. Real estate analysis software for real estate investors, agents and brokers to determine cash flow, investment return, and print over 32 colorful presentational-quality reports. Easily enter a property’s financial information and our real estate investment software automatically calculates cash flow and rates-of-return. Quickly see up to 20 years of cash flow projection. Then, use our built-in tool to “solve backwards” for the optimal offer price. Afterwards, create reports for banks and limited/private-money partners. Create and print reports in PDF format for emailing and posting to websites. The reports are used by real estate agents, real estate brokers, investors, financial planners, partners and lenders to present commercial, residential, multi-family & apartment investments. Updated for 2020 tax laws, our software provides the MOST comprehensive tax analysis available anywhere.Starting Price: $99.95 one-time payment -
22
Small Business Chatbot
Small Business Chatbot
Small Business Chatbot gets you the world's most human AI agent, available 24/7 on your website to win you more business and provide great customer service. It is a chat widget that uses advanced AI (large language models) to provide service that’s indistinguishable from a professional customer service representative.The chatbot is always ready to answer questions and guide prospects toward a sale, whether or not you’re at your desk.Starting Price: $49/month -
23
CatalogPlayer
CatalogPlayer
CatalogPlayer's products are specially oriented towards facilitating the evolution of the aspects that most influence the sales process, in companies of any sector and size. Administration and channeling of all the company's commercial and marketing information to salespeople and customers from a single point. Professional digital tools with which to plan, manage your portfolio and facilitate the sales process, placing orders via tablet or offers at the moment. Apps and web solutions designed for multi-device experiences, aimed at facilitating accessibility and usability according to each type of user. Catalog Player is an innovative Sales Enablement platform that enhances the best brand content and improves salespeople's communication with their customers to achieve better business results. -
24
MyEListing
MyEListing
MyEListing.com allows commercial real estate (CRE) investors, prospecting tenants, and brokers alike can now accurately list and locate properties for sale and for lease for free. The platform offers brokers, agents, lessors, lessees, buyers, and sellers a way to find each other and transact at zero cost. Commercial real estate listings, such as office buildings, industrial parks, multifamily structures, retail properties, and raw land zoned for commercial purposes.Starting Price: $0 -
25
Diamond Relations CRM
Diamond Relations CRM
For jewelers seeking a simple, user-friendly CRM solution that can be accessed on-the-go, Diamond Relations empowers salespeople to focus on selling, not spending time learning and navigating a complicated CRM. With Diamond Relations, jewelry retailers can easily track sales, manage opportunities, and nurture relationships with their customers. Diamond Relations CRM is a must-have for both single stores and multi-store chains. Opportunity management allows your salespeople to close more deals by recording sales-related interactions, sharing customer information, and tracking the salespeople’s progress. Diamond Relations captures all customer information into a single system and shares it across the entire company. An opportunity provides information such as sales stage, dollar amount, probability of closing, and all other pertinent information. This information also appears on the salespeople’s homepage dashboards, providing an up-to-date view every time they access their page.Starting Price: $65 per month -
26
Novidea
NOVO IDEA SOFTWARE
Advanced insurance software solutions for distributors who want increased profitability satisfied customers. Clarity and confidence for brokers, MGAs and insurers. Created specifically for insurance professionals, Novidea is the insurance software solution that turns your data into insights you can act on. With real-time visibility into every aspect of your insurance business, clear reports, and powerful analytics tools, your brokers can close more sales and improve customer relationships. We just completed a survey of brokers, agents, insurers and MGA's, and the results reveal some surprising contradictions. The report underscores how far tech perceptions are from tech reality - and how we can close the gap. We're an An end-to-end broker and agency insurance software solution that makes success simpler. One Unified View. 360-degree, front- and back-office visibility into the entire customer journey. Actionable Intelligence. On-demand insights, reports, and dashboards. -
27
Horatio Helper
Notae Systems
Horatio Helper is for freelancers, consultants, sales teams, attorneys, accountants, and other professionals needing to track customer interactions. You can have unlimited users, customers, and projects for FREE. Signup now and have a complete Enterprise CRM and Billing System in minutes. Your first 1000 Memos, which include timeslips, invoices, and statements are free each month. Works on all smartphones, tablets, and desktops. Handles hourly, flat fees, or contingency invoices. Quickly Create Statements. Accounting Reports. Unlimited Teams. User Roles. Plus much more! Complete business systems. Ready to go for attorneys, insurance agents, sales teams, programmers, freelancers and consultants. Online Law Office management system for attorneys. Practice Law in the Cloud. Create timeslips, costs advance charges, invoices and statements. Store documents in the cloud. Access from any smartphone, tablet, Windows PC, or Mac. Starting at only $35.00 monthly.Starting Price: $39 per month -
28
Agentforce 360 for Financial Services
Salesforce
Agentforce 360 for Financial Services is Salesforce’s AI-powered CRM platform built specifically for banking, insurance, and wealth management organizations. It enables firms to become agentic enterprises by combining trusted AI with unified customer data. The platform empowers advisors, bankers, brokers, and service teams to proactively engage customers and drive revenue growth. Financial Services Cloud centralizes front-, middle-, and back-office operations on one connected system. AI-powered automation improves productivity, streamlines onboarding, and personalizes customer interactions. Purpose-built solutions support retail banking, commercial banking, insurance, lending, and wealth management. Agentforce 360 helps financial institutions increase ROI, enhance customer loyalty, and modernize digital experiences at scale. -
29
FreeAgent
FreeAgent Central
FreeAgent is an online accounting software built spefically for small business owners, freelancers, and their accountants. Trusted by over 60,000 businesses, FreeAgent combines all the accounting tools in one platform--from invoice and expense management to project management and sales tax--so owners can spend less time crunching numbers and more time growing their business. FreeAgent can also be synced to bank accounts so you can automatically import transactions.Starting Price: $20.00/month -
30
SWMS Online
COMPLiHR
COMPLiHR is an Authorised Partner of integrum and GRC Solutions in a variety of industry sectors including Financial Services, Education, Retail, Entertainment, Manufacturing, and Public Sector. Our customers benefit from many years experience within these industry sectors. The business partners benefit from an end to end outsourced professional sales service which is rewarded only with results. COMPLiHR is a highly motivated team that develops new business and ensures clients stay customers for the long term. You talk we listen. We specialize in working with business, large and small on governance risk and compliance. We will suggest practical, proven methodologies that can be easily applied to your organization. We will listen to what you want to achieve, your views and priorities, then develop appropriate recommendations suited to your needs, and come and implement them for you if you want our help. -
31
BrokerWare by 3PL Systems
3PL Systems
Provide your customers with a branded portal to quote, book, and track shipments. Customers will be able to quote shipments in the LCR based off of whichever tariffs you have enabled on their customer profile. If the customer likes the price that they are given, they can think book a load directly from the portal, without having to contact the brokerage directly. Give your sales agents access to the system, but only the information that they need to see. When an agent logs in, he/she will only see the customers that they are tied to; this prevents your agents from competing against one another and directly undercutting each other. Brokerware is the ideal software choice for freight brokers everywhere. The key to running a successful business is creating a smooth and efficient operation. That’s why we have created our unique transportation broker software for complete cohesion between all operations. -
32
AgentExpress
AgentExpress
AgentExpress is not your typical quoting and enrollment platform. We've modernized the traditional CMS experience to set brokers up for success in the ever-changing landscape of insurance professionals. A foundation of technology, training, and support differentiates our agents allowing them to create truly incredible experiences for their clients. Built with decades of experience in the insurance and technology space. The AgentExpress platform is the industry leader in Medicare Advantage, MAPD, PDP, Medigap, ACA, Ancillary, and Final Expense Life quoting and enrollment broker technology solutions. Working with AgentExpress, you'll have a team dedicated to your success. Grow your business with in-depth product, technology and sales training. Train with our team, attend our weekly webinars, or learn at your own pace with our industry-first micro learning platform for insurance agents. -
33
OrderScan
Order1
OrderScan allows SMEs and mid-sized businesses to automate order entry using an AI agent. This agent automates the processing of customer orders received by email (PDF, Excel, etc.) by reading, verifying, and integrating them into internal systems (ERP). Benefits: --> Order processing time reduced by 100: Sales representatives only need to check/validate, no more time spent re-entering data. --> Reliability: No more data entry errors, AI reliability rate of over 99%. --> Responsiveness: Powered by AI, your sales representatives offer customers tenfold increased responsiveness in order processing times.Starting Price: $100 -
34
leadpops
rebel IQ
leadpops by rebel IQ develops lead generation technology and marketing solutions for mortgage brokers, loan officers, Realtors, and insurance agents that are sick and tired of spending money on marketing that doesn’t work like it should. While most other companies build websites and landing pages that serve as “online brochures” with little or no thought as to how to convert your traffic into leads, our team focuses on creating digital experiences and lead conversion tools that entice potential customers to take action. You can’t do business with clicks. Getting a bunch traffic without converting leads is like running the A/C and leaving all your windows down, but a LOT more costly. As the only Conversion as a Service (CaaS) platform serving the mortgage, real estate, and insurance industries, we help our clients increase sales by converting their anonymous web visitors and into tangible, qualified leads. -
35
Blacksales
Blacksales
An end-to-end platform to automate pipeline generation and management from A to Z. For each of your prospecting targets, Blacksales finds and organizes the contacts (first name, last name, professional e-mail, Linkedin profile, position...) of the decision-makers within the rights accounts for you. Blacksales triggers personalized messages to selected prospects directly from the e-mail inboxes of your sales representatives to generate responses and requests for meetings. Based on the responses and behaviors of your prospects, Blacksales will contextually follow up with them and/or create follow-up tasks for your salespeople by phone or via Linkedin so that they do not miss any opportunities. Blacksales sends all the data into your CRM, creates opportunities and follow-up tasks and assigns them to your sales people who focus on high value actions and sign more new contracts. -
36
RT SalesMap
Rolustech
Feature-rich Sugar plugin that empowers your salespeople by visually representing Sugar records on. In a glimpse, track and locate your Sugar Accounts, Leads and Contacts in Google Maps with this seamless integration. RT SalesMap is a sales data visualizer. The plugin fetches records from the three modules i.e. Accounts, Contacts, and Leads and displays them on Google map. On the map, the positioning of the results is determined by the addresses associated with the Sugar records. Customize your search as per your needs. RT SalesMap offers custom search criteria to provide the best matching results. You can filter your records by selecting different fields and their values. Using custom search criteria, you can save module specific search for future use. Validate your addresses through RT SalesMap. The plugin has been developed to pick addresses from Sugar and identify the geocoded and non-geocoded address.Starting Price: $5 per month -
37
Qstream
Qstream
A sales acceleration platform, Qstream is dedicated to helping salespeople increase performance by combining performance analytics, coaching optimization, and knowledge reinforcement. Qstream is the only scientifically proven solution for equipping salespeople with the right techniques that help impact the bottom line. -
38
EPIC Agent CRM
ISB Software
EPIC Agent CRM, is a comprehensive estate agent software solution designed by understanding agents’ needs and fully developed ISB Technologies. The platform is developed with the aim of fulfilling the most pressing and universal requirements of property negotiators, such as: provide advanced property search facilities, intelligent client-property match-making facilities, as well as manage the entire customer journey through a state-of-the-art, integrated CRM module. EPIC Agent CRM is is used and loved by agencies of all sizes, from individual brokers, to multi-branch, franchising real estate agencies. As a web-based solution, EPIC Agent CRM offers real estate agencies the possibility of using it either as a stand-alone platform for their activities, or else integrated with their brand website to enhance the sale of properties online through real-time capabilities. EPIC Agent CRM also proudly integrates with multiple property portals such as RightMove and Zoopla. -
39
iBroker
GryphTech
iBroker is a simplified back office management platform suitable for real estate businesses. With iBroker, users are able to manage listing inventory, automate agent billing, record payments & deposits, generate 1099s, and more. Easy-to-use and mobile-friendly, iBroker is a cloud-based technology that only needs minimal training and has fast processing. -
40
SME Clutch
Store Performance Limited
Our Mission -To help small businesses achieve financial freedom through clear goals. Purpose SME Clutch aim is to empower small business owners with financial understanding, and a simple system of setting, tracking and being accountable for their financial goals, to drive business success and financial freedom. The Problem 60% of sole traders, self-employed or small business owners are not financially literate, are time poor and find it hard to ask for assistance. Our Solution 1. Make it easy to set goals, habits, track performance & enable accountability. 2. Simplify the presentation of complex financial data with our unique tile and grid. 3. Make sharing goals and results with bookkeepers and advisors simple. 4. Implement integration across accounting software platforms such as QuickBooks and Xero. 5. Support with a structured, easy to understand financial basics course and in-app help. 6. Make it affordable at just £10GBPStarting Price: £10GBP/month -
41
Plan2Win
Plan2Win Software
With Account Plan Pro, your team will more effectively generate and execute your strategic account plan. From within your Salesforce environment, you can see what is happening with your key account management, opportunities and sales funnel. It works with Lightning and Classic User Interfaces. Access it anywhere, anytime you get on the internet in your office or via mobile. Assuring salespeople know what to accomplish on a sales call makes everyone happier – the customer, the salesperson and the sales manager. It also makes you and your salespeople more successful. Our Pre Call Plan template extends SalesForce.com’s action planning; assuring your salespeople have clearly defined call objectives and outcomes before picking up the phone or spending time to visit a customer. -
42
Smartzip
Smartzip
Smart farming for real estate. Target Homeowners that are most likely to sell in your area. Prospect easier and smarter with a single platform that combines big data, predictive analytics and automated marketing to grow your business. Our full suite of powerful analytics, marketing, recruiting, and data tools is purpose-built to give you and your team a competitive edge, boosting your productivity and driving more transactions. Predictive Analytics and Big Data drive most decisions in businesses around the world. Now it can be used to grow your Real Estate business. Customer success is our priority. With thousands of agents on our platform we strive to provide best-of-class service. When you have data-backed listing predictions, you can concentrate on the people who matter most. With SmartTargeting, your "farm" isn't just a ZIP code. It's a narrowed list of the homeowners most likely to sell. Only 5% of Homeowners are thinking of selling at any point in time. -
43
Taxumo
Taxumo
Taxumo is an accredited online tax filing tool in the Philippines, assisting freelancers, self-employed professionals, small business owners, and corporations in filing and paying their taxes efficiently from anywhere at any time. The platform offers automated and accurate computation for all tax forms, including Income Tax Returns (ITRs), Percentage Tax Returns (PTRs), and Value Added Tax (VAT) Returns. Users can file taxes and submit necessary attachments such as the Summary List of Sales and Purchases (SLSP), Quarterly Alphalist of Payees (QAP), and Summary Alphalist of Withholding Taxes (SAWT) directly through the platform. Taxumo provides various payment methods, including bank transfers and e-wallets, to remit tax dues conveniently. The platform also allows users to automatically generate reports required for books of accounts, safely store all tax documents for easy access, and manage business cash flow by tracking income and expenses.Starting Price: $399 per month -
44
Vi-Pro Broker MIS
Virtuoso IT Solutions
Our Vi-Pro Broker MIS broker management software system is developed for sales and marketing support to track customers for the purchasing process of property for their development site. Broker management software system is also helpful for users in relevant alerts. Broker MIS software would be designed to understand most of the facets involved in the purchase process, availability of property information, commission, etc. SMS & email shoot through the system for payment reminder notices with interest alerts to the customer. Broker MIS is the real estate industry's rapidly growing brokerage management system chosen by more brokerages to optimize their real estate business as well. With more than 14 + years of experience, we provide brokerage management solutions. Our brokerage management software allows real estate business to address their goals as follows. Broker MIS software gives your business the freedom to go further. -
45
Invoice Tally
Prinli
Free Invoice Generator. We’re here to help your business create beautiful invoice in under 60 seconds – invoice tally is free, simple and secure invoicing for small businesses, freelancers and startups. Features. We’re still in development and always adding new features! Financial Performance Dashboard: Visual statistics of your month by month financial performance. Invoicing: Save products and services and with ease. Create and generate PDF invoices. Customers: Add customer details. Accounting: Save account types which can be either Income or Expense and create Tax Presets with ease. -
46
Full Scope Freelancer
Full Scope Freelancer
Full Scope Freelancer providers small business owners and the self-employed with a powerful set of tools to build, manage, and market their products and services. Instead of offering tiered pricing that keeps you paying more and more every time you want to upgrade your business, Full Scope offers every tool in its arsenal for one easy price. Finally, you can affordably and flexibly scale your online business with: - Websites - Funnels - Social Media Manager - Email Marketing - Blogs - Invoicing - Contracts - CRM - Online Store - Order Forms - Surveys - Reputation Management - Affiliate Management - Courses - Communities - Contacts - And more! With a 14-Day free trial, you can see for yourself how powerful this software will be for your business!Starting Price: $35/month -
47
ARKA 360
ARKA 360
We made this end-to-end solar platform after speaking to hundreds of solar installers to make sure our software adapts to your workflow and improves that, and we're not something you have to massively change the way you work to use our software effectively. Take your business digital, reduce human errors, save on costs, and serve your customers better. From capturing leads to filling in site survey information and a lot more solar features, this is not the average CRM. Design & CRM in one software made especially for salespeople to design by themselves. Salespeople can do just about everything helped by AI and the easy-to-use design features. Send prospects a beautiful proposal with accurate design, solar and battery energy analysis, and financials within minutes. ARKA 360’s powerful design studio is made for technical salespeople and engineers with full 3D design, modeling to the inch, and advanced 3D analysis.Starting Price: $ 1,699 per year -
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EDGE
Square Yards
For Developers’ In-House Teams, EDGE is a powerful software engine built by Real Estate pros, finetuned for blazing Real Estate sales performance. Get customized, well-crafted solutions to power every developer’s own sales team. A Virtual Office for each precious Channel Partner in your ecosystem. Indulge in hassle-free channel nurturing and management. Communicate seamlessly and enable work on the go for entire channel. An intuitive full-stack interface exclusively for agent and broker teams. Easily manage Leads, Listings, Deals, Contacts, Viewings and more, so your brokerage works 24x7 and you never lose a sale again. An all-processes-covered, totally paperless EDGE standalone module that digitizes every step of a customer’s property acquisition journey – from live inventory selection to deal sign-off, and beyond. EDGE is a one-stop Real Estate CRM solution designed to - empower and automate your real estate business and all its people, help you make informed decisions. -
49
SalesFuel
SalesFuel
SalesFuel leverages critical insights that significantly improve your ability to acquire, develop and retain your best employees and customers. Generate new business with 25+ pre-qualified local media leads every week. Become their trusted digital resource with AdMall's exclusive Digital Audit. Expand marketing budgets with co-op advertising and trade marketing funds. Gain the intelligence to win your next big account with SalesFuel's research and analysis. Know your customer's customer using proprietary AudienceSCAN customer profiles. Close sales easier by using AdMall for better pre-call preparation and discovery. AdMall builds sales credibility so your salespeople can be seen as trusted advisors that generate leads for local businesses. AdMall is the most trusted local market research and market intelligence tool for media companies and agencies in the United States. -
50
Realfinity
Realfinity
Realfinity is an intelligent mortgage platform, offering an embedded end-to-end mortgage origination and processing engine that combines capital, compliance, and technology so that real estate agents, brokerages, loan officers, asset managers, startups, or even wealth advisors can quickly offer mortgage services. Via the platform, users gain access to a wide range of loan types, including conforming loans, government-backed FHA, USDA, and VA loans, bank-statement loans for self-employed borrowers, DSCR loans based on rental income, jumbo loans for high-balance properties, HELOC/HELOAN options, and cash-out refinance loans. It enables doc-first mortgage applications: borrowers upload required documents or link asset/income data, and the platform validates and auto-fills applications, accelerating decisions and boosting conversion rates. It delivers real-time live rate comparisons across multiple investors.
