Alternatives to Clatos CRM
Compare Clatos CRM alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Clatos CRM in 2026. Compare features, ratings, user reviews, pricing, and more from Clatos CRM competitors and alternatives in order to make an informed decision for your business.
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QuoteRobot.com
QuoteRobot
QuoteRobot makes it easy for web professionals to write winning proposals, invoices, and contracts. Our professionally designed proposal, invoice, and quote themes help you look your best. Rather than using a word processor, use one of our hand-crafted themes or create your own. QuoteRobot mines line item data from your quotes, invoices, and proposals to help you know what to charge for every item, automatically. Start from scratch, or use of our pre-written proposal templates to get your quote out the door more quickly. Save past proposals to use as templates for repeat pitches. Email your potential client a proposal with an optional PDF attachment and they can approve it on your own subdomain with a single click. Easily generate a detailed timeline of your project, complete with payment milestones so your clients know when to pay you to keep things moving.Starting Price: $19 per month -
2
Mac MBOX to PST Converter
ToolsCrunch
The Mac MBOX to PST converter is a software which can effortlessly migrate your MBOX documents into outlook PST without problems. It is a not unusual file format in order that most of the customers need to get right of entry to it via outlook that is commonly used email client in Mac OS. This application program deals with the MBOX email messages and file attachments in Mac computer to transform them into PST format easily with none data loss. The wizard of the app gives you full control in getting conversion results by exporting only filtered databases. Browse and locate a specific MBOX file for conversion to MS Outlook file format. Thus, you get the desired results. This is a reliable application to try on your Mac for conversion. It has been evaluated for accuracy. From exporting one file to several, it retains data structure and quality. All emails are exported with their attachments. -
3
DataVault
DataVault
Know where your viewers are spending the most time, so you can follow-up strategically and close more deals. Create an organized space with custom security settings for each investor or deal stage as the deal progresses. Customize a branded experience for each account. Know your metrics, manage collaboration and satisfaction. Update your investors qualitatively and securely, with military strength information security. No more battling with e-mail attachments and version controls. Track the use of your data assets by sharing documents, content and data with clients, customers and investors with just a link. When you want to expand access to a new group, simply generate a new link and send. Define and limit accesses, set expiry dates and verify emails or domains. Gone are the days of scattered content across emails, chat messengers and forgotten accesses. Thanks to real-time analytics, you can see exactly who is viewing which content.Starting Price: $10 per month -
4
Billcue
Media Two Web Development
There are no long online accounting software manuals to read to create online invoices! Billcue lives in the cloud - do it all from anywhere on your desktop, mobile or tablet. Create and send your first online invoice in minutes. Easily create and send online invoices, quotes or estimates, and record your expenses. Customers can accept your online quotes, and view and pay their invoices online. Send online invoices and reminders via email and SMS text - simple! Automate invoices and expenses, create jobs and track fulfilment and profits. Online accounting, invoicing, expense recording, quoting, job tracking & reporting. Simple quote software, invoicing software, accounting for tradies and small business. Create and send quotes with one-click conversion to invoices. Email and SMS text your invoices to your customers. Attach files to invoices and quotes. Create recurring invoices and expenses. See when clients view their invoice.Starting Price: $12 per month -
5
GrowthDot CRM and Deals
GrowthDot
CRM and Deals for Zendesk is a sales CRM that will help you to manage pipelines inside Zendesk Support without buying Zendesk Sell. With its help, you can combine customer support with the sales process and create one unified and omnichannel platform. Here is a list of the main app features: Obtain sales opportunities directly from Zendesk Support tickets View a complete record of interactions with each client Centralize all sales deal information in one location Customize and create pipelines to fit your specific sales process Include product descriptions in your deals Incorporate stages, product details, and client data Set lost reasons and their subcategories Automatically schedule lost deals to be moved Attach files to your deals Analyze reports on lost deal reasons, sales trends, and more User-friendly interface for easy navigationStarting Price: $6 per agent/per month -
6
ActiveDisclosure
Donnelley Financial Solutions
Affordable SEC filing and ESG reporting software from the leading SEC filing agent. Faster, smarter, and more secure, ActiveDisclosure enables real-time collaboration and accurate XBRL SEC reporting from pre-IPO to going public & beyond to facilitate your financial reporting and deal documents. Centralize your ESG data & simplify your financial reporting. Accelerate your proxy report with design-on-demand & automated workflows. Easily create eye-catching branded presentations and PowerPoint decks directly in ActiveDisclosure. With unparalleled support from DFIN experts, get the affordable SEC filing and ESG reporting software you need without extra add-ons and hidden costs. We make innovating easy and intuitive. Our certifications will put you on a pathway to learning more about the software so you can become an expert in multiple facets of SEC reporting and the ActiveDisclosure software itself. -
7
ELAP
Efficiency Leaders
Release the power of AP automation with RapidAP. Start reducing your costs and transforming your business now. We use the latest Optical Character Recognition technology to capture all types of invoices from pdf, jpg, png to doc, xls, bpm, and much more! We have a long history and extensive experience in providing custom solutions when required. Our team will assess your current situation and from there discuss with you the different options to ensure you achieve your desired outcomes. All our solutions can be used across all desktops, tablets, and mobile devices. All our solutions are capable of dealing with PDF, BMP, DOC, GIF, JPG, PNG, TIFF, DOC, DOCX, XLS, and XLSX. Only compressed files, password-protected documents, and email attachments are not accepted. Once an email is imported, the solution will automatically separate the invoices into individual documents while applying OCR. -
8
Envoice
Emit Knowledge
Track your invoice activities. Learn when your client opened, downloaded and paid your invoice. Set automated invoices that are created and sent to your customers on a recurring schedule. We'll sent automatic reminders to your client for every overdue invoice. You'll get a Statement of Success that makes it easy to read and understand how much you have earned. Create a simple online store customized with your colors and branding. Create instant checkout links, helping you sell on social networks and through emails. Create embed buttons that links to a checkout and add them to your website. Simple and fast product creation with many features attached. Filter and manage statuses of your orders created by your sales. Filter your invoices by number, client, date, amount and status. -
9
RingCentral Fax
RingCentral
Fax online anytime, anywhere, from any device. Close a real estate deal on the spot or sign a purchase order from the airport with ease. Software-based online fax frees you from outdated hardware and the complications of faxing over dedicated phone lines. Manage your incoming and outgoing faxes online and benefit from considerable savings. Create a "new fax" in the RingCentral mobile or desktop app and enter the recipient's fax number, add message text, and attach files from DropBox, Box, Google Drive, or any Microsoft Office® application. Or, submit faxes online via email by addressing them to the recipient's fax number @rcfax.com. The email text and any attachments become the pages of the fax. RingCentral will provide you with your own fax number or you can use your existing number. You'll receive internet faxes in your inbox as email attachments that you can forward, file, or print. -
10
GetAccept
GetAccept
GetAccept is a digital sales room software that empowers revenue teams to streamline their document workflows, close deals faster, and drive exceptional customer experiences — from opportunity to signed deal. Our Digital Sales Room is a centralized hub where sellers and buyers meet, collaborate, and negotiate throughout the sales process. It has two powerful parts: a Deal Room (from first meeting to proposal) and a Contract Room (from proposal to signed deal). Deal Room: Boost your win rates by making collaboration between buyers and sellers easier – in one shared space. Upload sales collateral, create mutual action plans, and chat with your buyers in real time. Contract Room: Empower sales reps to become top performers and create stunning proposals in minutes. Start from scratch with our in-app editor, or use smart templates for interactive, branded contracts.Starting Price: $25 per user per month -
11
Journey Sales
Journey Sales
No more sending (and resending) email attachments. No more generic sales content. Smart Rooms let your development, sales and account teams deliver personalized content to the right people, exactly when they need it. Smart Rooms create a truly collaborative digital workspace by bringing all communications between you and your customer together, under one organized roof. No more endless emailing. No redundant meetings. Just faster consensus-build and decision-making. Smart Rooms deliver account and individual level activity and engagement insights to help your team drive account planning and execution, optimize content, allocate resources and create truly personalized buying experiences. Predict what deals will close and when with alarming accuracy. Complementing (not replacing) your sales process, Smart Plays automate certain sales activities to drive the buyer journey forward. -
12
Easy GST
Whiz Solutions
Create customisable, professional invoices in seconds, and allow your customers to pay instantly. Remind customers or chase late payment with inbuilt automation. Reduce the time between sending an invoice and receiving payment using online invoicing. It can make a huge difference. Create professional invoices and customize them using your company logo and color scheme. You can choose the information you want to display on your invoice. Attach any documents to your invoice. Ready to invoice your clients? Use our easy-to-use free invoice templates to get started. Create your own invoice template. Create credit notes for customer refunds. Easy to use interface helps you to create credit notes within no time. Ability to allocate credit notes against invoices or record them as money-out transactions from the bank. Recurring invoices save your time by creating invoices automatically on defined intervals. You can also tell the system to mark those invoices as paid. -
13
Uncode Invoice Archive
Uncode
Expert in the purchase to pay domain, we support companies in the Basware and Kofax support function to help you deal with your daily issues via our online support platform. Your BasWare enhancement or incident request is assigned to one of our consultants from the start. All our tickets are processed and tested by Basware expert consultants. Open a free support ticket to get a pre-analysis and an estimate of your needs. Access all the elements related to your invoices (Invoice image + attachments). Find the entire BasWare audit trail of your accounting document. Use the multi-criteria search to find and display the list of your invoices. View all your BasWare invoice data (header, account assignments and line item). View all the attachments linked to your BasWare IP invoices. Find all your invoices via the multi-criteria search.Starting Price: $25 per user per month -
14
Document GPS
ShelterZoom
The only platform for tokenizing your digital files from inside your email account. Protect documents, videos, audio files, and more in one click. Digital content ownership and control are now easier than ever. End-to-end encryption without changing email attachment workflow. Control who can download, share, and view your attachments. Track who has downloaded, shared, or viewed your attachments in real time. Effortlessly manage, track, and monitor your email attachments in one library. Send clients a secure link to enable them to exchange files with you securely. Block your device screen to prevent unauthorized screenshots and copying. Unlimited e-sign directly in your email, providing unprecedented convenience and security. Prevents data breaches, ransomware, wire fraud, and more. End-to-end protection from desktop to mobile to external devices. Originator-controlled, always know who created the files and IP.Starting Price: $5 per month -
15
Beamium
Beamium
Share your slides or present online from browser to browser. Engage your viewers, enhance interactions and capture leads. Simply upload a PDF, PPT(x), JPG or PNG and share the access link. Ideal for sharing business presentations and sales pitches. Boost engagement, get more contacts and keep in touch. Analyze the success of your presentation. Share your documents via your website, social media and mailing channels and turn the presentation viewers into leads. Our customizable lead feature enables you to capture verified contacts. Tailored analytics (e.g. clicks per slide, retention time) maximize your success. Start today and turn your presentations into lead generation machines! Do you still share your sales materials as email attachments? Sharing the Beamium-link to your document helps you to close deals faster. Present documents online during sales calls and enable potential clients to navigate through the document afterwards.Starting Price: €7.50 per user -
16
Online invoices
Online invoices
OnlineInvoices Software makes it easy to manage sales, create invoices, receive and keep track of payments, do your business accounting and calculate taxes, use comprehensive real-time reporting feature to accurately measure business progress. With the Online Invoices simple (and advanced) tools you can view business activity to any level, for easy follow up at any stage of any client, invoice, payment or staff. The Online Invoices innovative system enables you to invoice clients fast - receive and track payments online. Use built-in powerful features to manage recurring invoices and payments. Combine this with easy transitions from estimates and quotes to active invoices and you will discover how it will help you to develop your business. Create a profile for Each Client and add related notes or attach files to it (with the ability to share with the client).Starting Price: $9.95/month -
17
Solo
Solo
Dynamic proposals, integrated doc management, and next day turnarounds on CAD & engineering streamline the sales process, optimizing deal closure and efficiency. With our solar & roofing software, you not only have easy access to your proposals, but can quickly customize them from anywhere. From personalized company branding to integrated lending options all within the proposals, our software streamlines the process, optimizing deal closure and efficiency. Are your proposals meeting your sales reps’ needs? In today’s fast-paced world, consumers expect adjustments on-the-fly. With the Solo solar proposal software, you can make changes live with our dynamic and interactive features. Speed and accuracy are our focus, allowing your sales reps to request and receive a proposal in minutes while in the customer’s home. Finally, our full-service design team will create a professional proposal template catered to your branding and sales needs. -
18
TemplatesGo
TemplatesGo
No more printing, scanning, or emailing paperwork back and forth. Convert documents into easy-fill forms for faster completion and deal closure. With TemplatesGo’s easy-to-use solution, from entering client data to completing your proposals, agreements, contracts, or any documents, you now can do it within minutes. Our user-friendly platform makes creating a fillable form from your document a breeze. Anyone can effortlessly complete and access generated documents, without the hassle of printing, scanning, or managing files like PDF, Word, or Mac Pages. Easily complete forms and swiftly review documents with our technology. Speed up document processing for accurate, error-free results in both format and content. Reuse and update the form as needed for ultimate convenience. -
19
Quote Roller
PandaDoc
All-in-one proposal, contract, and quoting software. Our online quoting software is the ultimate sales tool for document automation. We extend the power of your CRM and provide everything you need to turn your leads into paying clients. No need to switch between word processors, CPQ tools, eSignature apps, and follow-up emails. Quote Roller lets you create sales documents, employ dynamic quoting, get electronic signatures, and improve your sales processes all the while. Boost your team’s productivity by 35%. Quote Roller helps your reps close deals faster by eliminating duplicative work on sales quotes and replacing traditional PDF proposals. Save at least one hour per document and several hours per deal. Automated manager reviews help pin down the approval process. Locked content satisfies marketing, accounting, and legal requirements. Now you can count on consistent sales quotes and business proposals each and every time. -
20
Inogic SharePoint Security Sync
Inogic Tech
Sync Dynamics 365 CRM and SharePoint security privileges to diminish security risk while storing documents/attachments in SharePoint. Restrict user’s level of access in SharePoint to the same level that is assigned to them in Dynamics 365 CRM. Furthermore, replicate any changes made to Dynamics 365 CRM security privileges in SharePoint. Integrate with SharePoint, Dropbox or Azure Blob as the cloud storage location for your files and attachments. Drag and drop multiple files and folders to upload them all at once. Generate anonymous links to the documents to share outside of the organization. Directly email the files as attachments or links to documents from within CRM. Upload, Rename, Delete & Search files from cloud storage. Bulk Migrate Note/Email/Sales Literature attachments to the configured cloud storage. Security Template to control user privileges to the various actions discussed above. -
21
Kyon CRM
Kyon CRM
Kyon CRM is a feature-rich, web‑based CRM tailored specifically for dog trainers and training academies, offering a cohesive platform that streamlines client acquisition, scheduling, billing, communication, and performance tracking. It centralizes client and lead management, including maintaining detailed records of dogs, contacts, and training progress; provides tools for proposals and deals, private and group lesson scheduling, attendance tracking, and task management. The integrated calendar ensures trainers can set reminders and appointments easily. Invoicing lets users generate professional invoices, accept payments via Stripe, PayPal, or cards, and track expenses efficiently. For automation, Kyon CRM supports automated payments, online reminders (email/SMS), customizable message templates, and an API with a powerful query system to fetch or update data programmatically. -
22
FM3
Sigma Freight Systems
We can tailor FM3 to your specific requirements. It's this flexibility that allows us to deliver the software you need to help your business grow. FM3 comes ready to go with fully integrated, multi-currency, system-wide invoicing, job costing and accruals. FM3 comes complete with dozens of standard reports and documents, with the power to change or create your own, right from within the software. Intuitive on-screen data entry forms allow you to easily create your jobs for Air, Sea, Road or Courier whether import, export, or cross trade. A comprehensive suite of reports and industry documents can be generated from FM3 and external files/documents such as associated emails and spreadsheets can be attached. This means you can manage all your shipments, standalone or consolidated, from collection to delivery, entirely within FM3. Naturally FM3 has full invoicing capabilities from within the system and can generate printed or electronic invoices to your clients. -
23
Slydeck
Slydeck
Gain Deeper Insights and Improve Customer Experience. Increase your close ratio on policies and proposals within your insurance market. Higher than average close rates. Our solution makes it easy to share proposals, quotes, policies, and track how your prospects engage with them to see what peaks their interest. How It Works: Step 1. Drag and drop your file into SlyDeck email attachment tracking software download. Step 2. Copy or share the link to file email attachment tracking software review. Step 3. Review insights and plan your follow up. Insight Matters. Slydeck helps you plan the next conversation. Benefits: User Friendly Drag and drop your file into SlyDeck. Share a URL via our platform or email, text, WhatsApp, #slack or any other communication platform. Platform to Advise. Are prospects looking at your proposals and other documents? Is their interest peaked by something in particular? Our platform enables you to find out.Starting Price: $10 per user, one-time payment -
24
CollegePlannerPro
CollegePlannerPro
Customizable College Profiles to deliver your students the information they need. One place to store all your files, accessible from anywhere. Exchanging files with your students has never been so simple. Track the time you spend with your students and easily create invoices. Send out announcements including attachments to your prospects and clients and track who has opened them. Automated text message and email reminders to students and parents. Quick reports of upcoming meetings and scheduled events. Invoicing clients and tracking payments made easy with a simple and intuitive interface. Providing a centralized location for all tasks, meetings, communication, and college list management, the student portal helps you engage students and keep them on track to meet their goals. With file-sharing capabilities, text message communication, and email logs, students are able to access all important shared information from within their student portal.Starting Price: $49 per month -
25
Notch
Notch
Notch is a modern proposal and document builder tailored to small sales teams and agencies. It allows teams to collaborate effectively with their clients, track progress, and close deals faster. Key Features: - Shared Spaces: Seamlessly share proposals and documents with our simple Space builder. - Signatures: Incorporate e-signatures to get client approvals and close deals. - Interactive Offer: Create customizable proposals that clients can interact with, selecting or adjusting service packages directly. - Interactive Tasks: Assign tasks within the document, enhancing clarity on responsibilities and deadlines. - Space Analytics: Analyze client interactions to optimize content and increase engagement. Notch is ideal for small teams aiming to streamline workflows and improve sales efficie.ncyStarting Price: €19 per month/user -
26
Rock Paper Coin
Rock Paper Coin
Rock Paper Coin is a client management platform built to streamline proposals, contracts, invoicing, lead tracking, and secure online payment processing for event professionals and small business entrepreneurs. It lets users create professional, branded proposals quickly using templates or custom designs, send them with real-time engagement notifications, and integrate inquiry forms on their websites for easy lead capture and management. It supports digital contracts with e-signatures, flexible digital invoicing with installment options and automatic reminders, and secure payment processing powered by Stripe with bank-level security, fast deposits, and flexible fee handling. Users can embed branded lead forms, view and organize submissions, and convert leads to clients within the system. Rock Paper Coin offers custom branding on proposals, contracts, invoices, and emails, Google Drive integration for document access, and full desktop and mobile functionality.Starting Price: Free -
27
OnePractice
HubOne
Simplify, Automate & Grow Your Business. Integrating Accounting Practice Management systems to give you stress-free, time saving Document Management with intelligent automation. OnePractice Document Management is a collection of sophisticated cloud-based tools uniquely designed to help you save time and create efficiencies, so you can spend more time strengthening client relationships and generating more revenue. The suite includes: Templates. Create beautiful documents & spreadsheets using live data from your practice management software & real time data using a simple set of prompts. Mail. Easily save emails & attachments from Outlook desktop & online, to the client folders in your document center with a few simple clicks. Mail Templates. Simple creation of emails with the option to attach files from within your document center. Populate with live practice management data & input real time data using prompts. -
28
Plutio
Plutio
Run your business and get work done from one app. Plutio is an all-in-one business management platform designed to help you manage projects, track time, create proposals that dazzle and invoices that get you paid. Create tasks for whatever needs to get done. Plutio will help keep you organized so you can stay focused. Track your time from anywhere and visualize everyone's time entries in a powerful time-sheet. Send invoices in minutes, track when they are opened and get paid swiftly through a variety of payment methods like PayPal and Stripe. Create eye-catching proposals and legally binding contracts using an intuitive drag and drop editor. Track when they are viewed and signed digitally. Communicate with anyone in your business through real-time messaging and integrated emails. With the ability to add or invite people, you can collaborate in real time and build better relationships. Start a conversation with anyone within Plutio, tightly integrated with your projects and tasks.Starting Price: $15.00 per month -
29
Buildout
Buildout, Inc.
Buildout is the software used by top commercial real estate companies to power their marketing and brokerage operations. Now offering database, pipeline reporting, and back-office tools—Buildout enhances your entire deal cycle in a single platform. We believe the future of CRE dealmaking is tech-powered but broker-led. We designed our solutions to boost your relationship-building and deal-making superpowers so you can get more deals done. Create property websites, proposals, emails, and more in an instant. Generate and qualify leads. Make every step of your business faster with our innovative marketing solution. -
30
Oasis Travel Platform
Oasis Travel Platform
Inspire your clients by sending them beautiful content rich trip itineraries and proposal that they can access directly from a web browser. Pull content from your library of images, past trips, accommodation, etc. Also, no need to edit, save, attach, email word documents. You can make changes to a clients proposal in real-time. Manage your clients and leads as they flow through your sales process. This highly configurable module allows you to set up the platform to match your sales process and tracking protocols. Allow your clients to access their itineraries offline using the a branded mobile app. Oasis allows you to collect passenger information, collect and share documents, share custom notifications, as well as track flight status in real time. Using the mobile app your customers can access all of this information offline while traveling.Starting Price: $60 per user per month -
31
FUNDINGO Loan Origination
FUNDINGO
FUNDINGO’s loan origination software enables you to elevate your customer’s lending experience. We make it easy to collect information from applicants, manages loan processing steps, and keeps deals from getting stuck in the pipeline. The Submission Wizard allows users to submit a deal via email with relevant Attachments to multiple lenders at once, streamlining what’s normally a heavily manual process. Cut out the paperwork, easily create loan origination fees. -
32
HyperTeam CRM
HyperTeam
That means we work hard to acquire more contacts, close more deals, hire more employees, and develop more products. But a growing business is also a challenging business because as you grow so does the amount of data that needs to be connected, organized, and distributed to a large number of people in a variety of departments. Contacts that could have been opportunities are forgotten. Information gets lost. Miscommunication happens. Processes slow down. Customers and employees get frustrated. Put an end to lost documents by effortlessly attaching them to clients, opportunities, events, etc. Store and organize your emails in the HyperTeam CRM by adding them directly from your Outlook account. Boost collaboration and avoid miscommunication by quickly assigning tasks and subtasks directly from the system.Starting Price: $99 per month -
33
Advanced Email Parser
aeparser.com
Advanced Email Parser is a powerful, user-friendly, and one of the oldest solutions on the market for automation for email processing. Email plays a great role in today's business, being an effective means of information exchange. Information received via email is often used in other applications. Advanced Email Parser makes email processing more effective, as it enables you to parse data, process it, and transfer it to other applications automatically. Extract data from email and store it in the database. Use database requests to generate and send personal emails. Parse orders received by email and save them as database records. Download HTML pages or files from the web and use them as attachments. Compress attachments as ZIP archives or other compression algorithms. Automate processing emails for your store, payment systems, or supporting services. Attach documents to the generated email response. -
34
Comindwork
NewtonIdeas
Online apps for project management, CRM, support, billing, issues, time-tracking & more. Consolidate data and communication with co-workers, clients and partners. Work from anywhere and with any device in secure cloud workspaces. You start from creating workspaces, Intranet, Client Extranet, CRM or specific projects. You can freely share these workspaces with your co-workers, customers, freelancers or any other collaborators. Then pick apps for each workspace: issues, sales leads, deals, vacations, documents approvals, wiki, help desk, time tracking, meetings, events, invoices, or create your own app. All apps can be tailored without IT guys. Now your entire team can use these apps to share files, edit documents, assign tasks, manage projects and collaborate online, in the same shared workspace. The best companies go beyond files or data collaboration.Starting Price: $10.00/month/user -
35
LogMyHours.com
LogMyHours.com
Log My Hours is a free time tracking tool created to help you track yours hours, share reports & invoices with clients and keep you organized. Log My Hours allows you to smoothly and swiftly create a timesheet in seconds. Track time manually or use timers for your current projects. The interface is simple clean and intuitive. Time is money. So we have made invoicing swift and effortless. Create invoices in under a minute by importing your data straight from your timesheets. Once completed, you can then email your invoice directly from Log My Hours to your clients. Create and track expenses by uploading receipts to the Cloud for instant access anywhere. Import receipts to an invoice to simply and swiftly attach them to emailed invoice. Build basic or detailed reports and export them to PDF, CSV & XLS formats. Managing your projects has never been easier. Setup tasks with budgets and email alerts billable by project, task, or employee.Starting Price: $5 per month -
36
mxHERO
mxHERO
The leading enterprise technology for email attachment security integrating your email and cloud storage services. mxHERO replaces email attachments with secure cloud storage links so that sensitive files are no longer sent and stored unprotected outside the organization - as they are in standard email. Email can expose sensitive content inside & outside the organization. mxHERO ensures that all email content is managed via client preferred content platforms. mxHERO automatically moves file attachments to cloud storage – keeping valuable digital files out of email – solving for content sprawl, version control, and file size issues. Reduces breach risks with in-flight or at-rest email assets. mxHERO's customers include major global brands and industry leading enterprises. Email is a major security problem but core to how business gets done. mxHERO's clients need to make their existing email more secure without introducing disruptive changes to their employees or customers.Starting Price: $5 month/user -
37
Funnel CRM
Funnel CRM
Never miss closing a deal, or following up with a customer again. All growing businesses run into the same fundamental problems. Losing track of your leads, buried under email, forgetting to followup. The good news? Funnel solves them all. Try Funnel CRM free for 14 days. A simple CRM software to track leads, manage follow-ups, less data entry, more sales. Its that quick and easy. Use our simple form builder to create contact forms. Paste the code you get into your website, done. Contact form submissions create deals that are placed in a sales funnel, instead of a messy inbox. Know when your messages have been viewed by your customers. Awe your customers with professional, well-formatted proposals. Multiple currencies supported. Funnel builds and maintains your contacts database, based on the information they provide through the contact forms. No effort required. You can use your favorite email client or mobile phone to reply to your customers.Starting Price: $10.00 per month -
38
DocXtender
Insight Works
DocXtender from Insight Works is a free utility that enables users to attach documents to any page in Business Central with a simple drag and drop. DocXtender™ works with any page in Business Central that supports attachments. With DocXtender™, you’ll easily associate customer POs to orders; invoices to POs; quality documents to receipts; or any other file to pages in Business Central. * Save significant time by not having to search for files. Files are stored with your Business Central record so you, and others, always know where they are. * Don’t lose another document. By attaching your documents to Business Central records they are available when you need them. * Fire and floods can’t destroy your digital documents as they can paper. * Reduce your carbon footprint by eliminating the need to manage paper documents. * Support for SharePoint: Choose a SharePoint folder in which to store documents dragged to Business Central.Starting Price: Free -
39
Process Server's Toolbox
DreamBuilt Software
PST is simple enough for the small process server and powerful enough to scale for the largest process serving firm with powerful features like job trading, robust analytics, and automatic client emails. Manage your process serving business from anywhere. Our Windows desktop application is fast and efficient, and our web version is cutting edge and accessible from any computer or mobile device. Bill and get paid quickly with invoicing, client statements, batch invoices, receivable and payment tracking, online payment and more. Your process servers are the lifeblood of your business. PST has one of the most powerful document management systems in the industry with document classification, document trading, permissions management to control what your clients and servers can see, and advanced barcoding for automated attachment. Effortlessly keep your clients in the loop with automated emails that notify them of important job updates and job completion.Starting Price: $40 per month -
40
Garage Partner
Garage Partner
Attach Serial Numbers to Products with Search Capabilities. Customer Declined/UnDecline Products and Services on Invoice. Vehicle can be entered as Temporary, when no tracking is desired, great for dealership cars and Walk in Customers. Technicians can Clock In/Out of each job creating a time record for every labor operation. Send Text Messages to Pagers or Cell Phones from Garage Partner Pro. Fax or Email Invoices and Work Authorization from within the program. Attach PDF Files of Invoices and Email within Garage Partner Pro. UnLimited Pre Defined Service Request - Job Descriptions. Option to add Supplies. Charge Percentage on Invoice for Parts - Labor - Both Screen Shot. Invoices can be put On Hold. Does Estimates - Converts back to Invoice any time, automatically. Estimates can be archived and attached to customer's record for future retrieval. Great for Body Shop Estimates. Does Quick Qotes. Real-Time Progress Tracking for all vehicles in the shop.Starting Price: $895.00/one-time -
41
Tint Wiz
Tint Wiz
Tint Wiz lets you book appointments, create proposals, send invoices, schedule jobs, manage film inventory, notes, tasks and reminders, and attach before/after pictures and video - all in one central location. Information about every customer interaction is available to anyone at your company who might need it, anytime, anywhere from a phone, computer or tablet. Tint Wiz is specifically designed for window tint professionals but is not limited just to window film. Manage absolutely any type of project and service. Automatically request clients review your business through text message and email. Feature your favorite reviews on your proposals, and website, and share social media.Starting Price: $100 per month -
42
iatom cloud
iatom cloud
Online GST billing software for small and medium businesses. Run your business from anywhere, no matter where you are, be on top of your billing data. With inventory tracking, you can instantly see your available stock and create accurate invoices faster. Your financial documents are safe in the cloud, no matter what problems you have with your computer. Dealing goods? Create purchase orders, turn them to bills, keep track of expenses or check inventory reports. Work with your team across multiple devices and keep track of your business from anytime and anywhere. Manage your client and vendors details. Scan barcode to make fast and easy billing. Manage your payment made and receive details. Backup your database for future use. Use built-in powerful features to manage recurring invoices & Payments. And track payments using notifications from the invoices easily. By entering & storing your stock details helps you to improve and manage data in fast way.Starting Price: $20.23 per year -
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ProDeal
ProDeal
Close more deals faster, with ProDeal. Replace email chains, conference calls, and data rooms with a lightning-fast document and workflow management platform. ProDeal adds security, organization, and visibility to your deals. Create your deal room and invite everyone to the table with a click. Track tasks and documents with customizable checklists. Upload, review, version, and save for easy retrieval later. Replace messy email chains with secure, real-time messaging. A simple and smooth interface that you master in minutes. Stay on top of details, cut closing costs, and keep everyone on the same page. ProDeal gives our clients the security and governance of encrypted email plus the workflow of a cutting edge platform in one easy to adopt tool that you can pick up in minutes. ProDeal is a team of technology, finance, and legal experts on a mission to secure and streamline transactions across the globe. -
44
Bidsketch
Bidsketch
Easily drop in content, fees, and designs to create persuasive proposals in minutes. Perfect for salespeople, sales teams, and anyone closing deals. Get your sales proposals signed faster with the e-signature feature by capturing client signatures online when they approve. Optionally, you can export to PDF. You'll impress clients with a custom client landing page and beautiful proposal templates. With web based proposal analytics and instant notifications, you'll know when clients open proposals or need a follow up. Bidsketch is proposal software that helps you close deals in minutes. So you can focus on your work. It's proposal management that helps you cut your proposal time in half, up-sell for more revenue, close more deals in your sales pipeline. Top businesses and sales teams have switched to Bidsketch, and thousands of people are now closing hundreds of millions of dollars, in less time than ever before. -
45
PartUs
PartUs
Most legal practices function with a haphazard combination of spreadsheets and associated supporting documents spread over email, printed copies, or file shares. PartUs brings all this data together into an organized, shareable form. PartUs enable the creation of common family law worksheets like property splits in a fraction of the time. You can even invite accountants or other professionals to help create or review the worksheets, all in one central location. PartUs lets you electronically attach documents directly to line items of a worksheet. Better yet, invite the client and let them attach the documents for you. Share whatever information you want with one single click. The opposing attorney will get access to the worksheet, along with a tidy, organized list of the supporting documents to download.Starting Price: $79 per case -
46
SaleCore
SaleCore
The all-in-one real estate marketing solution. Our top-rated lead-to-close marketing solution will help you gain loyal clients, close deals, get referrals and generate repeat business. SaleCore's Real Estate CRM seamlessly integrates with your modern, high-performing IDX Interactive Map Search website, Text Marketing, Communications, Email Marketing and Content Marketing platforms to generate, capture, cultivate and convert high-quality leads. Quickly and effectively communicate with clients through preferred channels like Conversations to win deals. Store and share documents, track communications throughout the closing process, and generate referrals. Our focus is to provide you with the tools you need to market to and communicate with clients and prospects, from lead to close. Drive traffic to your website using multiple channels and capture new clients with custom lead forms and smart registration prompt settings.Starting Price: $45 per month -
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Clientjoy
Clientjoy
Clientjoy is an all-in-one crm to manage Sales Pipeline, Clients, Appointments, Mailbox, Create Proposals, Contracts, Invoices, collect Payments & run Email Sequences. It is popularly known to have the power of 8 tools in one without the overwhelm. Clientjoy CRM is designed & developed keeping small & medium businesses, typically agencies & freelancers in consideration. It is being actively used by 4000 Agencies & 9000 Freelancers in 90 countries. Clientjoy CRM has a 14 Day Pro Trial & has primarily put up its Lifetime Deal on Sale for just $129 Per User for Life.Starting Price: $149 one-time fee -
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Onpipeline
Onpipeline Technology
Your sales team needs a better CRM! Onpipeline™ is a great CRM that allows your sales reps to easily manage sales, contacts and activities. They can integrate emails and calendars, automate recurring tasks, get Leads from web forms or API, and much more. Lead and Deal management software with a simple interface that really helps salespeople! Easy to use and fully customizable to fit your business needs. Marketing automations allow you to save time on recurring tasks. All accounts with unlimited storage, contacts and users. Immediate access. You can get started in 2 minutes or less. You can add new contacts and deals from emails, web forms and our API. Also, you can activate and track 3rd party sources and control their access at anytime. Drag and drop your deals into the next stage! You can set up Onpipeline to work with one or more customizable pipelines and optionally assign them to a Team. -
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ProposalSmartz
ProposalSmartz
The Ultimate Business Document Software! ProposalSmartz is excellent software that creates all your important documents like business proposals, letters, contracts, invoices and estimates. ProposalSmartz ensures that you close all your business leads in first go by creating winning proposals within minutes. It’s time to say Goodbye to expensive content writers. Proposalsmartz contains professional business proposals, letters, contracts, invoices and estimates written by industry experts. You need not depend on expensive content writers with this easy-to-use business proposal software. You can generate business proposals and other documents in just 3 simple steps and publish them. Proposalsmartz proposal software provides you with a huge number of business proposal templates for different documents depending on your industry. You can easily search for the required template and use it as per your choice. All the business proposal samples in Proposalsmartz have been created and reviewed.Starting Price: $49.95 one-time payment -
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NomoHub
NomoHub
NomoHub is the all-in-one field sales platform designed to replace up to 10 different tools, empowering solar and roofing businesses to streamline operations, close more deals, and reach their full revenue potential. With NomoHub, your business can aim higher, close more deals, and maximize revenue. NomoHub offers sales features such as Storm data; Canvassing; Team Tracking; Fast Estimates; Measurements, Appointments; Photos with Annotations; Proposals and Signatures all in one place.Starting Price: $35/user/month
