Alternatives to Agency Handy
Compare Agency Handy alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Agency Handy in 2026. Compare features, ratings, user reviews, pricing, and more from Agency Handy competitors and alternatives in order to make an informed decision for your business.
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1
FileInvite
FileInvite
Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. 2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.Starting Price: $829/mo -
2
Onehub
Onehub
Onehub is the secure file storage and sharing service built for businesses of any size. Bank-level encryption of your data as well as our granular, role-based permission structure means you can control who has access to your content and share critical business files with confidence. Onehub offers a suite of robust business tools such as virtual data rooms, client portals, Google Docs integration, automatic watermarking, branded workspaces, and custom agreements to enhance and expand your file sharing. Customize your Onehub Workspace to give content sharing a more professional, polished look and create your own Client Portal. Onehub’s virtual data rooms allow your business to send proprietary information to clients while keeping collaborators anonymous.Starting Price: $37.50/month -
3
Aprio Board Management Software
Aprio Inc.
Aprio provides secure, one-stop access to board materials from any device, enabling real-time communication and instant notifications. It streamlines board meeting preparation with efficient tools for agenda building and scheduling. The cloud-based platform fosters board engagement by allowing directors to annotate and share notes. Advanced security measures ensure board information remains safe, even if devices are lost or stolen. Aprio facilitates decision-making outside the boardroom and is widely used across various sectors including credit unions, banks, healthcare, education, and public corporations. Known for its ease of use, advanced security and best customer support in the industry, Aprio makes good governance simple. -
4
Moxo
Moxo
Moxo’s service orchestration platform transforms complex B2B relationships into seamless experiences. Business processes often fragment across departments, clients, vendors, and partners, creating inefficiency and risks. Our platform streamlines these workflows—turning disjointed experiences into smooth, efficient operations that reduce costs and enhance client satisfaction. Moxo accelerates critical processes including client onboarding, document collection, and exception handling. The results: faster completion times, reduced compliance risks, and superior client experiences. Leading institutions across financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas —trust Moxo to orchestrate their mission-critical business relationships. -
5
SPP.co
SPP.co
SPP.co is an all-in-one client-portal platform purpose-built for digital service and productized agencies, bringing billing, onboarding, projects, support, CRM, forms, portals, and payments into a single branded workspace. Agencies use their customizable order and intake forms to guide clients into buying services or subscriptions online, automatically create invoices or Stripe subscriptions, and assign projects/tasks based on rules and status. The system provides a white-label portal for clients, even allowing custom branding, domain, colors, and templates, where clients can review invoices, pay, see project status, and collaborate without leaving the portal. Behind the scenes, the admin side supports team inboxes, permissions, internal & external messaging, task assignment, order history, custom statuses, and role-based views so agencies can scale workflows of 2 up to 200 staff. Extensive integrations, APIs, and webhooks enable checkout flows, subscription billing and more.Starting Price: $99 per month -
6
Motion.io
Motion.io
Motion.io is an all-in-one client portal and project management platform designed to streamline client work for service-based businesses. It offers loginless, white-labeled portals where clients can upload files, complete forms, track project progress, and communicate with teams without the need for account creation. Motion.io's task builder allows businesses to assign tasks that automatically remind clients to complete necessary actions, such as signing documents or submitting information. Motion.io also features electronic document signing, enabling clients to sign contracts directly within their portals. Its project tracker provides clients with clear visibility into each stage of their projects, enhancing transparency and reducing the need for status update meetings. The unified inbox consolidates all client communications, including messages and support tickets, into a single dashboard for efficient management.Starting Price: $19 per month -
7
CloudRadial
Azurative
Show Your Clients What a Modern MSP Looks Like. In one single white-labeled client portal, powered with automation, provide Ticketing, Service Catalog, Reporting, vCIO/QBR Automation, Client Training, Client Communication, and a Client Intranet. Fully integrated with Office 365, ConnectWise, Autotask, Syncro or BMS. A single integrated and secure platform to run all of your client touch points. Create a seamless and automated client experience all the way from ticketing to account management. Showcase your service catalog and make it easy to work with and buy from your MSP. The information clients provide about their IT problems and the information you need to fix them are rarely the same thing. That’s why CloudRadial has fully customizable intake questions and ticket triaging. To get the info you need and get it to the right place. Your client wants to use a client portal to request service from you, but you have to give them a reason to use it.Starting Price: $195 per month -
8
FeatValue
FeatValue
FeatValue is a customer portal for agencies and service providers. Thanks to its deep integration into the most popular project management systems, clients can be easily integrated into existing processes. FeatValue synchronizes the tasks and offers a review process for the client. Clients can create tasks and view the processing status. -
9
Ahsuite
Ahsuite
One place for sharing tasks, files, passwords, presentations, and Data Studio reports. Ahsuite lets you keep all your client communication organized so nothing gets missed or lost. Your clients will appreciate the structure and professionalism, and you will be able to spend less time running your agency and more time designing, writing, and running your clients’ campaigns. No need to keep sending links over email. Easily embed Data Studio dashboards, Google Slides, and videos right in your client portals. Ahsuite tasks have everything you need to manage complex projects, checklists, templates, labels, dependencies, attachments, calendar views, and more. Decide which files require client approval, such as agreements and proofs. Custom labels and searches make organizing your files easy. Ahsuite's encrypted password manager makes it easy to share passwords with only the people who need them. Help your team keep track of who did what and when with timestamped log entries.Starting Price: $30 per month -
10
Zapa Client Portals
Breichbilt
Introducing Zapa Client Portals, the easy solution for managing client documents. As a CPA, gather documents faster during tax season. As an attorney, manage documents and communication in one place for more profitability. The portal allows clients to upload documents, provides a checklist of necessary documents and deadlines and gives self-service access to their files. It's secure, reliable and user-friendly. Upgrade your client management with Zapa. Try it now! Zapa Client Portals is built for small business owners such as accountants and attorneys who need a secure and efficient way to gather, organize, and share client documents. These professionals often work with sensitive financial and personal information and need a reliable solution to keep this information secure while also streamlining their workflow. The portal is designed to provide a user-friendly interface for clients to upload documents, a checklist of necessary documents and deadlines, and easy self-service access.Starting Price: $52 per month, unlimited users -
11
Assembly
Assembly
Assembly is a client experience and back-office platform built for tech-enabled professional service firms such as consulting, accounting, law, real estate, marketing, and technology. It replaces scattered tools with a unified, branded client portal where businesses can connect, communicate, invoice, share files, and manage tasks from first sale to full scale. The system centralizes visibility into client relationships across the organization, powered by secure AI assistance to streamline workflows and save time. Assembly integrates easily with existing business tools via embeds, Zapier, Make, or its own flexible API and supports the creation of custom apps. Key features include secure messaging, file sharing, invoicing and billing with one-click payments, contracts and e-signatures, storefronts to productize services, forms, and task management. It is designed to deliver remarkable, modern client experiences while maintaining enterprise-grade security and HIPAA compliance.Starting Price: $39 per month -
12
Portal
Portal
The modern client portal for innovative businesses. Let clients login on your own website to share files, sign docs, make payments, send messages, and more. One app for everything required to run a virtual business including billing, file sharing & eSignatures, messaging, intake forms, and a knowledge base. Portal lets you define precisely what your clients see. You can host Portal on your own domain and make every pixel look on-brand. Connect an existing marketing website or use our website builder to create a page optimized for professional services. Add the secure file-sharing and eSignatures module to your client portal. Replaces Google Drive, Dropbox, ShareFile, and DocuSign. Add the billing module to your portal. Give clients a branded payment experience. Replaces Bill.com and FreshBooks. Add the intake forms module to your client portal. Streamline the client intake process. Replaces Formstack and Microsoft Forms.Starting Price: $69 per month -
13
Zywave Client Cloud
Zywave
A lot of agencies say they offer superior customer service, but what additional resources and tools do you truly provide? Deliver a high-impact customer experience by using Zywave’s Client Cloud to offer your clients the centralized tools and content they need to solve their business’s unique pain points. Whether your clients need help with HR, compliance, employee training or another need, Zywave’s Client Cloud has the resources you need to deliver exceptional customer service year-round. Prove your worth as a trusted advisor by helping your clients navigate the complex world of compliance and risk management. Provide them access to tools and a content library to help them maintain compliance and avoid potential penalties. It is easier than ever for you to provide the training courses your clients and their employees need in an easy-to-use learning management system (LMS). -
14
bCommunities
bEcosystems
bCommunities is a disruptively efficient online platform that facilitates transactions and work between teams. In the bCommunities network, each organization has their own secure and confidential environment. Your vendor won't see who your client is and they won't ever see that you have 15 other tasks in the same project where they only see one. Alternatively, you'll never see what tasks they set up to work on your request. Only when they create a Flowback task for you or they send you a task as a resource will you see it in your own account. If all your internal users are Light (all are free), then all of them will see all projects and tasks that anyone created during the Trial period or that you've received from your clients. All of our data centers and network infrastructures are designed to ensure maximum uptime with the highest server and cloud performance, best security and fastest scalability.Starting Price: $4.99 per month -
15
Handy Invoice
Digicraft Software
Handy Invoice is the most easy-to-use invoicing application for small businesses in Australia. Its simple and intuitive interface allows you to create neat and clean invoices with no fuss. Creating and printing invoices has never been this easy. The uncluttered and straightforward interface allows you to effortlessly generate professional invoices with no fuss. Handy Invoice allows you to do full or part-payments on invoices. These payments can be later viewed or undone via the payment history. You can even associate one single payment with multiple invoices. Once an invoice is fully paid it automatically becomes a receipt. Receipts are listed in a different tab and your outstanding or unpaid invoices are viewed separately so you always know what's owing. Handy Invoice allows you to enter your client's details into a clients database. Whenever you wish to create an invoice, you can simply insert their details without retyping it every time.Starting Price: $195 one-time payment -
16
AgencyPro
AgencyPro
AgencyPro is a comprehensive client portal software designed specifically for agencies to streamline their entire business operations. The platform unifies client management, project tracking, time monitoring, billing automation, and team collaboration into one branded experience that agencies can customize with their own logo, colors, and domain. With features like customizable client portals, automated invoicing, file proofing, CRM functionality, and detailed analytics, agencies can manage everything from initial client onboarding to final payment processing. Different agencies worldwide trust AgencyPro to increase their profitability by 40% while reducing administrative work and improving client satisfaction. -
17
FirmTamer
FirmTamer
FirmTamer is an affordable, easy-to-use CPA practice management software with the tools to tame your firm, so that it will not consume your life. It includes features for managing tasks, tracking time, creating and sending invoices, accepting online payments, and gaining insight into your firm's productivity and profitability. Manage tasks using the kanban board, which allows you to visualize and reprioritize your workflow by status. When you have made progress in a task, drag and drop it into the next status column. Track billable, non billable, and admin time using the kanban board, the client screen, or the timesheet screen as you update your tasks. Create invoices easily by adding time entries, and then email them directly to clients from within the application. Clients can pay online through FirmTamer's payment portal with an affordable merchant services account. View detailed reports to analyze your firm's productivity and profitability to make informed decisions.Starting Price: $29 per month -
18
Clientary
Clientary
A full-suite platform to manage clients, invoices, projects, proposals, estimates, hours, payments, contractors, and staff. The perfect solution to win clients and save time. Clientary is a professional services automation solution that covers your entire business. We've helped tens of thousands of freelancers, agencies and businesses manage client workflows. Stop wrestling with one-off doc files, templates, and disconnected apps. We help you streamline client lifecycles from proposals and estimates to time tracking, invoices, and payments so you and your team have everything you need in one place. Start your client relationship right with proposals and contracts. Gather signatures directly through clientary. Generate invoices automatically from billable work or estimates. Collect payments directly via credit card, ACH, or offline methods. Track time and staff tasks. Plan future hours. Manage projects with budgets, deadlines, and varying rates.Starting Price: $19 per month -
19
Scrum Mate
Adaptive Consulting
Scrum Mate is an agile management tool for software development teams, digital agencies, and agile business teams. It provides the toolset for Scrum and Kanban frameworks and brings the simplicity of agile practices into the messy reality of day-to-day projects. If your team works on many projects, or your projects require the collaboration of more than one team, Scrum Mate provides an elegant solution for your organization. Whether it's marketing, development, or design, invite any teams to contribute and collaborate on one project. You'll get a unified, real-time overview of the entire project as teams update tasks on their own boards.Build a constructive relationship with your clients based on transparency and clear priority. Collect and organize all tasks in a shared project backlog and work in close collaboration with your clients.Starting Price: $29 per feature per month -
20
Client Portal
Client Portal
Set yourself apart from your competitors by giving your customers a professional, organized client portal. Client Portal integrates with WordPress to help you manage your client projects... without the bulky project management software. Projects can get messy. No matter what kinds of projects you work on, if you work with clients you know the headache of keeping track of projects and deliverables. Most files you send will likely be emailed across. These can quickly become buried in both yours' and your clients' inbox. Maybe you need to dig out the proposal you sent 6 months ago to check the scope, or perhaps your client needs that Google doc with the draft copy that was completed weeks ago. Client Portal is a super simple, lightweight WordPress plugin that you can use on your website today to allow your clients to keep track of the project and give them access to all files at any time. No more "Can you send me our logo? I've lost it again!" requests.Starting Price: $199 per year -
21
Broadridge Client Portal
Broadridge Financial Solutions
Work smarter every day with detailed reporting and advanced search capabilities. The Client Portal is an intuitive tool that brings all your critical information into one place, helping you simplify processes and automate tasks. Boost efficiency by using the Client Portal to access shareholder data and other important information. From accessing on-demand reports to monitoring real-time voting results, the Client Portal serves to make your life easier. The Client Portal empowers you to do your work, your way. One simple tool offers critical data, real-time and historical reports, advanced search and filtering capabilities, and client alerts. The Client Portal empowers you to do your work, your way. One simple tool offers critical data, real-time and historical reports, advanced search and filtering capabilities, and client alerts. Boost efficiency by using the Client Portal to access shareholder data and other important information. -
22
ClientDesk
ClientDesk
ClientDesk is a branded client portal built for freelancers. Stop juggling Dropbox, email, and spreadsheets — give your clients a professional portal where they can view project status, download files, and stay informed. Features include branded portals with your logo and colors, one-click file sharing (no client signup required), magic link access (no passwords to forget), project progress tracking, and white-label options. Set up in under 5 minutes. Free forever for 1 client.Starting Price: $12/month -
23
Corcava
Corcava
The only business tool you need. Marketing, Outreach, Sales, Project Management, Invoicing - everything from finding a client to getting money to the bank! Outreach, lead generation and enrichment, popups, forms, deals pipelines and automation - everything you need to nail your sals quota! Time Tracker, bug and task tracking, kanban boards, productivity analytics, performance reviews - ace that new project! Invoicing, integration with payment processors, crypto processors, payroll, analytics, accounting - automate day-to-day business processes and focus on what matters.Starting Price: $9 per seat per month -
24
SmartVault
SmartVault
SmartVault is the easiest and most secure way to optimize how you, your staff, and your clients gather, store, share, and eSign documents in the cloud. Streamline how you work, collaborate with clients more easily, and reduce costs — through one integrated document management and client portal solution.Starting Price: $20.00/month/user -
25
OneSuite
Technext
OneSuite is an all-in-one platform for freelancers, agencies, and small businesses to manage clients, projects, invoices, documents, and leads in one place. It brings together CRM, task tracking, invoicing, contract management, and lead management in an easy-to-use system. With OneSuite, you can track projects, manage leads, communicate with clients, send invoices, and handle contracts effortlessly. The client portal keeps everything organized, while features like invoice cloning, Stripe payments, and digital signatures help you save time and work efficiently. Whether you're a freelancer or growing a business, OneSuite helps you stay organized, professional, and focused on success. Try OneSuite today and take control of your business!Starting Price: Start from $29/month -
26
Directors Desk
Nasdaq
Streamline your board meeting preparation with Directors Desk, used to compile board books, store documents and distribute them, as well as conduct votes, surveys and discussions. Centralized and efficient, Directors Desk software simplifies the sharing of critical information via the web or board meeting app, helping you make meetings held anywhere more productive. Designed to help corporate secretaries and administrators distribute board materials and information and manage meetings efficiently. The platform allows administrators to control what users can see, provides an audit trail, and serves as a central document repository. Using your PC, tablet or smartphone, you can log into your Directors Desk account to view and download the latest board materials, make annotations, respond to votes and surveys, and communicate with your fellow board members within the platform. -
27
Clustdoc
Clust Technologies
Clustdoc is a client onboarding and engagement platform that helps businesses deliver structured, professional onboarding experiences at scale. Instead of relying on back-and-forth emails, scattered documents, and manual follow-ups, Clustdoc brings every step of the onboarding journey into one organized digital workspace. Businesses can collect information, request documents, assign tasks, automate approvals, and guide clients through clear, milestone-based workflows , all in a single & secure environment. From the first interaction to full activation, clients always know what to do next. Internal teams gain real-time visibility into progress, eliminate unnecessary follow-ups, and ensure every onboarding is completed efficiently and consistently. Designed for service-based and relationship-driven organizations that care about revenue retention, compliance and customer experience.Starting Price: €190/month -
28
Directorpoint
Directorpoint
Directorpoint is the world's leading board management software that simplifies communications, streamlines administration, and improves board meeting experiences. Secure and scalable, Directorpoint helps companies seamlessly organize board information and provides directors with powerful tools for managing members, committees, board meetings, surveys, attendance and RSVPs, and more. With Directorpoint, users can easily access files and meeting materials, add annotations, and edit documents privately and publish documents when ready. -
29
Clinked
Rabbitsoft
Clinked is a cloud-based white-label client portal, allowing teams to share files, manage projects, and collaborate. Clinked key features include third-party application integrations, search tool, file sharing, task management, and collaboration tools. Clinked is also accessible via Android and iOS mobile applications.Starting Price: $99.00/month -
30
ikno intranet
ikno
ikno intranet keeps all of your employees on the same page, improving communications, information sharing and engagement. ikno is easier, economical and more efficient. Simplify and improve your internal communications while building your corporate culture. A more engaged and informed workforce is more productive, safer, more profitable, and provides better customer service. You can’t afford not to have ikno. Companies that care about transparency and outstanding employee communication. We work with insurance agencies, banks, professional service firms, manufacturers, non-profits and associations. Improve employee interaction. Provide easier access to information. Save time searching. Increase transparency. Enhance morale and build culture. Mobile, flexible, reliable, capable. Eliminate file trees and share drives. Reduce email. We work with insurance agencies, banks, professional service firms, manufacturers, non-profits and associations.Starting Price: $5 per month -
31
File Request Pro
File Request Pro
Collecting electronic files from your clients is hard work. They don't have the same software. Email is messy and insecure. Use a branded upload page with drag and drop functionality to gather and organize content. Spend more time on important tasks and less time worrying about logistics and security. Easily receive digital documents, photos, and videos from clients no matter what software they use. All uploaded files go straight to your cloud storage and are collected under your client's name. No more lost files and time-consuming searches. File Request Pro connects with OneDrive, SharePoint, GoogleDrive and Google Docs. Get set up in 5 minutes. Organise personal details, bank statements and other financial documents direct in your cloud storage. Improve the customer experience and spend more time on your core competencies. Lending and mortgage. Spend more time closing deals and less time on paperwork. Quickly collect and organise bank statements, ID documents, pay slips.Starting Price: $49 per month -
32
Oroson
Oroson
The fast, visual way to impress your clients. Kill endless client email threads. Share ideas, files and feedback in one frustration-free client portal. Are you wasting time and energy switching from email to online docs, to notepads and apps - and back again? Ideas, inspiration and discussions happen all over the place. But your brilliance means nothing if your clients can't see it. Vital conversations, files and ideas get scattered across inbox-choking email chains and messy shared folders. Juggling poorly suited tools can double your workload, sap enthusiasm and kill project momentum. Who wants that? Bring deliverables and feedback together in one clear view. Unlike email and other tools, Oroson displays feedback and files side-by-side. Save hours chasing for valuable feedback. Spend more time delivering your best work instead. If you find staying on track a hassle, so do your clients. Oroson doesn't force them to add new steps or learn a bunch of tricky tools.Starting Price: £49.99 per month -
33
StarAgent
StarAgent
StarAgent is the All-in-one talent agency management software offering intelligent and powerful tools to manage creative talents, models, clients, and projects. With talent information spread across multiple excel sheets, folders, and hard disks, managing them becomes hard. You don’t know where to look or even begin when a new project comes in or have an overview of all the tasks for the projects you’re currently working on. But with StarAgent, things are different. You will have a single dashboard with all the tools that are necessary to manage your entire agency operations. Talents, scheduling, projects, task management, team chat, and billing all come together in one easy-to-use interface. Information on all your talents and models is at your fingertips. Save time finding your required talents for your projects in one central and easy-to-find solution. Create model packages for clients on the fly and much more automation at every step of your project.Starting Price: $99 per month -
34
AgencyBuzz
Zywave
AgencyBuzz is an automated agency marketing system that includes email, print mail, voice, and SMS. It increases closing ratios and improves client retention by keeping your agency in front of prospects and clients, through consistent, personal communication. Improve your close ratio, client retention, and referrals with automated marketing. No longer worry about missing an opportunity to sell! With AgencyBuzz you can always stay in front of your ideal prospects through multiple marketing channels. Increase your close ratio by always being present for your prospects to help guide them from lead to client. Automate your cadences and campaigns to engage with your clients about timely upcoming renewals or payments. Provide additional information and educational content on a scheduled basis to demonstrate your value and grow trust with your clients. With the ability to create multiple communication touchpoints, help drive referrals and reviews with your best clients. -
35
Invoice Quickly
Invoice Quickly
Invoice Quickly is an invoicing, estimate and expense tracking software that makes running your business easy. Spend less time on manual work and more time on what you love. Save your time by automating your billing and other tasks with Invoice Quickly and spend more time on the work you love. Improve and grow your business with powerful business insights about your business from Invoice Quickly. Make it easier for your clients to pay you and start accepting credit card payments to get paid faster. Stop wasting time creating invoices, estimates and reports manually. Invoice Quickly makes it easy for you to create invoices, estimates, track expenses, track time and manage projects. Impress your agency clients with professional invoices and estimates.Track your team’s time , manage projects and collaborate easily on Invoice Quickly. Spend more time on your clients work instead of manual invoicing.Starting Price: $9.95 per user per month -
36
Aderant Drive
Aderant
Aderant Drive enables data-rich law firm client portals that provide firms and their clients with a platform to collaborate and interact with information in a secure environment. Leveraging firm’s existing technology and the security protocols of the Office 365 ecosystem, Drive removes the technical challenges of creating and managing law firm extranets while improving client service with increased responsiveness, transparency, and value. -
37
Prima.Law
Brevort River Studios
Start taking electronic payments now and simplify your recordkeeping. Automate payment plans, and instantly send invoices for clients to pay online! Signing up is easy, and there is no monthly fee. Send Text Messages with Images directly to your client from Prima.Law. Never give out your personal number again! Get Paid with PrimaPay! Send invoices for clients to pay online, take payments in the office or set up autopay on a payment plan. No monthly fee! Prima.Law now includes a calendar for tracking deadlines, reminders and appointments. Role-based permissions. You can now limit who has access to the billing information in your cases. Chrome Extension, immigration attorneys can interact with government agency websites to retrieve useful client data. Sharpen your firm’s operations with the ability to invoice, collect, and manage payments all from within the Prima.Law platform. -
38
Ingegno
Ingegno
Ingegno Cloud is a CRM platform built for professional studios and agencies. It helps teams manage client relationships, track projects, automate workflows, and streamline communication in one place. Features include lead management, kanban pipeline, workflow automation, email sequences, contact management, and built-in analytics. Designed for small and mid-sized service businesses looking for a simple yet powerful CRM solution.Starting Price: $19/month/user -
39
ProSonata
ProSonata
ProSonata speeds up and simplifies your project management! The cloud-based agency software is designed for small to medium-sized agencies, freelancers, and project-based service providers in the GSA region. It offers a comprehensive suite of tools to streamline project management, time tracking, invoicing (including e-invoice and XRechnung), and task organization (Kanban boards and Gantt charts to manage tasks and resources), contact management and reportings. The platform is fast, user-friendly, easy to learn and accessible across devices, including Mac, PC, and tablets. ProSonata offers low-priced and flexible subscription packages tailored to the size and needs of your team. Optional add-ons are available to enhance functionality. ProSonata is created, hosted and supported in Germany since 2011 . With ProSonata you work conform the DSGVO and in accordance with the requirements of GoBD. For more information or to try a free demo, visit prosonata.de.Starting Price: €8/month for 1 User (Basic) -
40
Baseqore
Baseqore
Baseqore is a freelancer-first CRM to run client work from proposal to payment. Create proposals and contracts (e-sign), manage clients/projects, track tasks and time, then convert hours into invoices clients can pay online. Payments: cards + Apple Pay/Google Pay via Stripe, plus PayPal, Revolut Pay, Wise and Mollie. Give clients a branded portal on your own domain for updates, files and invoices. Also includes estimates, expenses, calendar, team members and data export. Who it’s for: freelancers, studios, and small agencies (web/design/dev, copywriters, photographers, interior designers, marketers). Plans & limits: • Free: 3 clients, 3 projects, 1 seat. Includes invoices, estimates, proposals, contracts (e-sign), calendar, time tracking, client portal, custom domain. No card required. • Pro/Ultra: higher limits and seats for growing teams. Hosted SaaS. Secure (HTTPS). Baseqore never stores card data; SCA/3-D Secure handled by providers. Start free and upgrade anytime.Starting Price: $5/month (billed annually) -
41
Omnidesk
Omnidesk
Take customer communication to the next level. Omnidesk is a convenient service for support and communication with clients through all communication channels. Clients turn to you as convenient for them, and employees work with pleasure. Add all channels so customers can contact you in a convenient way. Create rules and templates to save time on routine tasks. Process requests and pleasantly surprise them with the quality of support. Analyze the performance of each of the employees and departments of the company. Omnidesk has already been chosen by delivery services, travel agencies, software developers, educational projects, payment services and many others.Starting Price: 15€ per employee per month -
42
Sonny9
Bitskout
Sonny9 is an AI-powered front office solution designed to help professional services firms manage client onboarding, document intake, and communication more efficiently. It automates the process of gathering client information, handling document validation, and asking follow-up questions in real time, ensuring clients provide the necessary data promptly. Sonny9 integrates seamlessly with tools like QuickBooks, Sage, and Google Drive, helping firms automate repetitive tasks, streamline data processing, and focus on higher-value work. It enables firms to manage client interactions effectively by automating monthly intake and offering real-time Q&A to clarify any document-related issues. The platform also performs preliminary analysis, drafts reports, and updates the firm's system of record, boosting team bandwidth and saving time. By enhancing the speed of document processing and improving communication, Sonny9 helps reduce client stress and increase overall productivity. -
43
N-Able Projects Portal
AbleNet Solutions
Schedule, manage, and track multiple projects for teams, workgroups, or the entire organization. Increase team communications. Shorten project life cycles. Improve the quality of project deliverables. Retain and reuse accumulated knowledge. Status and other reports for multiple projects. Time - estimated vs. actual for projects and team members. Discussion - virtual meeting space. Library - post and discuss project deliverables. Task email alerts (with link to the task detail). The N-Able Project Solutions are project management software applications focused on providing teams or workgroups with the ability to easily schedule projects, share information, track tasks, discuss ideas, and resolve issues as they arise over the course of the project. All of the applications provide a personalized project portal into the team activities and move an organization onto the knowledge management path. -
44
Mvine
Mvine
Providing your client with a highly personalized and secure mobile app requires integration with on premise and in-cloud systems. To be successful you must overcome the challenges of single-sign on, federated user profile management, automated context provisioning and Seamless multiple API integration - all happening in near-real time. Mvine has both the technology and expertise to build mobile applications that integrate with a range of directory services, location services and systems of record to create highly personalized customer experiences. The highly sophisticated context provisioning engine operates in near-real time, allowing for experiences based on where customers are, what is known about them and what they are doing. -
45
Classified Billing
Classified Billing
Classified Billing is an all-in-one invoicing solution tailored for freelancers, small businesses, and agencies. It simplifies billing processes with essential features such as: Multi-Workspace Management: Handle multiple organizations from a single account. Unlimited Invoices, Service Items, and Customers: Scale seamlessly without limitations. Custom SMTP Integration: Send invoices via your own email domain for a branded experience. White-Label Options: Customize the platform to reflect your brand. Stripe & PayPal Integration: Offer convenient online payment options to clients. Team Collaboration: Invite team members to streamline workflows. With Classified Billing, invoicing becomes effortless and professional, freeing up your time to focus on growth. Our user-friendly platform is designed to help businesses manage financial tasks efficiently and enhance client trust.Starting Price: $9 -
46
Hiveage
Vesess
Join over 65,000 business owners getting paid faster and loving invoicing with #1 rated Hiveage. Invoicing software that understands the importance of cash flow for small businesses. Hiveage makes financial management hassle-free for entrepreneurs. Serve your customers better by keeping them informed with timely quotations, invoices, payment receipts, account statements, time and expense reports, and more. Let your employees track and bill for their work, selectively grant access to clients and projects, and share financial information securely within your team. Hiveage is designed from the ground up to help the busy freelancer, small business owner or agency manage their finances with ease. There are no cumbersome accounting features here: just the right set of tools clearly laid out to make it easy to bill clients and keep track of your current and future revenue.Starting Price: $15 per month -
47
DeskDirector
DeskDirector
With DD Tech you can work on your ConnectWise and Autotask tickets anywhere, on any device. Fully customizable Service Catalog and superior Custom Forms to give quick and relevant first-contact support to your users. Stay connected to your users and keep providing excellent service with DD Chat. Send templated emails that allow the user to add notes to the tickets or start chats with your techs. From sharing tickets with clients to dynamic service experiences - DeskDirector can meet the needs of your MSP.Starting Price: $97 per month -
48
EolePreview
Videomenthe
Agencies, productions, freelance videographers, you create videos for your clients and you are tired of: ✅going back and forth with your clients on video project modifications? ✅multiple tools (file exchange, emails, phone calls), which result in long, imprecise and unproductive exchanges? Offer your clients to work on EolePreview, an online platform to preview and annotate video projects in a very simple way: 1. Upload the video you want your client to validate. All file formats are supported. 2. Invite your client to annotate, comment and chat with you live! 3. Make the requested changes, then upload the new version of the video. And so on, until final validation! 👍 Simple & collaborative Work with your client, on the same platform platform! 🕰️ Time saving Don't waste time on time-consuming exchanges with multiple tools! 😊 Top customer satisfaction A smooth client-partner interaction for a compliant video project and a satisfied client. From 19€/ monthStarting Price: 19€/ month / no commitment -
49
Flowlu
Cloud22 LLC
A comprehensive, all-in-one solution for business management and team collaboration. Streamline your workflow and propel business growth to new heights. Experience seamless integration of powerful features: CRM: Effectively manage customer relationships through contact management, lead generation, and sales pipelines. Project & Task Management: Plan, organize, and monitor projects using intuitive tools like Kanban boards, Gantt charts, and real-time progress reports. Document Builder: Easily create professional quotes, invoices, proposals, and other essential documents. Financial Management: Keep track of revenue, expenses, and cash flow with insightful financial reports. Knowledge Base & Mind Maps: Build a centralized repository of company knowledge, FAQs, and training materials for easy access and reference. Client Portal: Offer clients secure access to project updates, invoices, documents, and communication channels for enhanced collaboration.Starting Price: $15 USD/mo -
50
Beam
Beam
Beam is an all-in-one construction and financial management platform designed to help contractors manage sales, finances, compliance, and operations in a single hub. It consolidates tools like spreadsheets, email, shared drives, and accounting software to simplify workflows and save time. Beam includes features such as estimating and proposals, invoicing and online payments, change order management, bill payment, card and expense management, daily logs and tasks, and a cash management account. It offers job costing to improve project profitability, lien waiver management to automate lien waiver collection, and compliance tracking for insurance and licenses. Beam's client portal allows for professional estimates, invoices, and change orders, enhancing client communication. The Beam Visa Card automates receipt capture, improves cash flow, and earns 1% cash back. Beam integrates with QuickBooks Online for seamless bookkeeping.Starting Price: $200 per month
