Alternatives to Clientrol
Compare Clientrol alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Clientrol in 2026. Compare features, ratings, user reviews, pricing, and more from Clientrol competitors and alternatives in order to make an informed decision for your business.
-
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
Fluida
Fluida Europe Srl
Fluida is the cloud mobile HR platform that saves businesses time and money by turning clunky processes into tasks that can be completed in just a few taps. ATTENDANCE & SHIFTS >create and assign shift templates with a tap >check shifts on the company calendar >assign custom shifts >easy shift change requests >assign flexible shifts >create custom rules: -rounding adjustments -deferred shifts -break management -overtime CLOCKING IN&OUT >on site or remotely >GPS >Bluetooth >NFC badges LEAVE & TIME OFF >rich request forms >easy approval/denial of requests >approved requests are added to the company calendar >employe summary of all requests sent >manager summary of all requests received EXPENSE REPORTS >rich request forms >fast sending and approval >all information is saved >expense categories for automatic calculations >receipt pictures MORE FEATURES: ACTIVITY SUMMARY DOCUMENT SENDING & ARCHIVING CORPORATE COMMUNICATIONSStarting Price: €1 per user per month -
3
Workamajig
Workamajig
All-in-one creative collaboration platform. Workamajig is a fully-integrated workflow management solution for advertising agencies of all sizes. Tackle scheduling, budgeting, and every other aspect of project management. Workamajig's responsive web design works seamlessly on your phone, tablet and computer. It's that easy. Collaborate with your team, clients and vendors. Our approval process means no communications are missed. Organize project details, calendars, schedules, and anything else you need into one easy-to-use dashboard. Project requestors can use the client portal to easily submit new requests. Requests are automatically routed to the appropriate approvers. Requests can be re-routed to request additional information or clarification. Upon approval, one simple click creates a project that's ready to go. See which member with the right skill set has availability for your project. Team members update their tasks which dynamically updates the project schedule and budget.Starting Price: $38.00 per user per month -
4
Intervals
Pelago
Know exactly where your time and energy is going with Intervals. Built for the unique needs of small teams and small businesses. Intervals is used globally by web developers, marketers, system administrators, consultants and a variety of businesses that need to control their workflow and easily report where their time is going. Ideal for showing clients how much time their work requests take. The robust platform gives administrators the ability to create clients and projects with unique billing rates, budget limits, and alerts, and present accurate and detailed reports to clients. The platform has robust reporting. Users can track individual billable hours with timers, collaborate with others on their tasks, and submit changes to keep a detailed outlook on project progress. Includes a work request queue for handling customer requests/tickets, invoicing, document management, email integration, and more. Integrates with Google drive, QuickBooks, FreshBooks, Xero, Slack, and others.Starting Price: $49.00/month (unlimited users) -
5
Audit Suite
Audit Suite
Improve audit processes with automation to reduce audit cycle time, boost your team’s efficiency, and improve client relations with Audit Suite™. Audit Suite™ is a cloud-based platform that centralizes and standardizes the audit documentation and PBC request process. Through automated workflows and real-time views on the status of each request, your audits will be completed more timely and with less complexities. Our intuitive audit workflow solution is designed to simplify and manage the audit documentation request lifecycle from request initiation through closure, allowing your team to focus on value-add activities. Save hours of sending emails and let Audit Suite™ notify all request custodians when new documentation requests are added, send friendly reminders, past due notifications, and notify you when support is received. The Audit Suite™ portal allows your team and clients to easily access the real-time status of all your PBC requests in one central location. -
6
Let's Talk Interactive
Let's Talk Interactive
Our telehealth video conferencing office suite is $49 a month, no contract required for unlimited usage. We offer tiered pricing starting at 10 provider dashboards. Here are the features included in our Telehealth platform. All features are customizable and the system is branded in your company name, logos and color scheme. Users can post their availability online so that current or prospective patients can request available slots. Users Accept (or Decline) the appointment request. Once the User accepts the request, the system automatically creates a session and sends invites with the date and time to the requestor. Request or require payment before a session begins using Stripe. Payment may also be requested using PayPal or Authorize.net. Our white labeling features allow you to customize the telehealth platform to match the look and feel of your (or your client's) brand.Starting Price: $49 per month -
7
iTimePlus
ORAPEX
Designed By You, Built By Us. CALENDAR. Check Team Tasks/availability at a glance. Leave request & approval. Role based & Team Privacy. Track overtime. Color coded with visual highlight. Track Staff Schedule by Teams. Send Announcements to selected Teams. TIMESHEET. Simple and Advanced options. Track hrs based on Pay periods and Project/Tasks. Timesheet submissions and approvals with Reminders. Leave request & approval. Powerful report engine. Generate Excel, pdf, csv, html for your payroll needs. Send Announcements to selected Teams. SCHEDULE. Calculate any Gaps between shifts. Gap Alert based on Alert Level. 12 or 24 hrs format. View your Shift for 2 days, 1 week, or 1 Month. Limit view based on business hours. Send Announcements to selected Teams. Use our Free Calendar to view Team Tasks/availability at a glance. Role based & Team Privacy. Limit Team Calendar view to individual level or Team level. -
8
Sprucebooks
Sprucebooks
Sprucebooks was built with the Insurance Industry in mind. We built an easy to use payment relationship system that allows insurance agents to stay in front of their clients by engaging them with a simple to use Client Portal. Consumers want an App that is useful. Our App allows Insurance Agents, Carriers, MGA's to send their clients request for payment, e-signature, instant messages, and important documents. With the Assureify mobile app by Sprucebooks you can request Credit Card Payments, E-signatures, send your clients important insurance documents, instant message, and even insurance offers. It's simple and easy to use design keeps clients engaged with your agency with instant notifications. Sprucebooks gives you the ability to run credit card payments, send e-esignature request, send payment request, message your clients, setup recurring payments, send important documents to clients, and much, much more through our intuitive dashboard.Starting Price: $14.95 per month -
9
The Smart Director
Continental Computers
“The Smart Director” has been designed from the ground up with customer service as a priority. We know the importance of servicing our clients. Our products have built in tools allowing our client to submit a service request never picking up the phone. We are just a click away. Submit a service request with the Live Request tool and we will return the average wait time in which you can expect a return call. Just as you are, we also are available 24/7 to begin the process of addressing your needs. Send a service request anytime and we will be with you as soon as possible. Requests received after business hours, on weekends and holidays will be recorded and addressed the next business day. The CCCMail tool allows us to communicate effectively with our clients by sending messages that can be viewed from inside all of our products. Examples include announcing our holiday hours and important inclement weather conditions affecting our area. We want you informed. -
10
EchoQuote
LeadLifter
Why spend hours creating content offers that may not generate qualified leads? EchoQuote™ is simple to set up, works instantly and never goes stale. EchoQuote™ leads are more qualified and receptive to a sales call. Sellers can easily begin a sales conversation and start uncovering their needs. We would agree! EchoQuote™ never displays or sends pricing without your approval; you stay in total control. There are also numerous ways to restrict who can request a quote (block countries or email domains). Absolutely. Most of our clients are B2B and sell complex/custom products and services. EchoQuote™ is built to handle budgetary requests, not final pricing and is used to open the door to a sales conversation. Everyone, including your competition, has a Request a Quote/Contact Us form on their website but they rarely work. Visitors trust third party tools like EchoQuote™ resulting in more leads for your sales team.Starting Price: $25 per month -
11
Cubicl
Cubicl
Cubicl is a project management app with a twist. Our goal is to help teams work more efficiently by offering a single platform for all their project needs. It combines team collaboration, client management and project management in one platform. You can import incoming e-mails to tasks, follow up your bookkeeping, share files, track time, create custom workflows, chat with your team and do many more things. With Cubicl, you use your time for managing your business instead of managing different apps. Client Portal is an application that allows you to manage and track your customer support requests. From complaints to problems, requests to suggestions, you can collect feedback from your clients and follow the process with them. Requests created by your clients are called Support Requests. You can assign users to Support Requests, follow the process with your clients, and communicate with them. Also, you can share records of receivables and payables thanks to the bookkeeping feature -
12
Azure Resource Manager
Microsoft
Azure Resource Manager is the deployment and management service for Azure. It provides a management layer that enables you to create, update, and delete resources in your Azure account. You use management features, like access control, locks, and tags, to secure and organize your resources after deployment. When a user sends a request from any of the Azure tools, APIs, or SDKs, Resource Manager receives the request. It authenticates and authorizes the request. Resource Manager sends the request to the Azure service, which takes the requested action. Because all requests are handled through the same API, you see consistent results and capabilities in all the different tools. All capabilities that are available in the portal are also available through PowerShell, Azure CLI, REST APIs, and client SDKs. Functionality initially released through APIs will be represented in the portal within 180 days of initial release. -
13
EcosAgile Time
EcosAgile
EcosAgile Time is an attendance system in Cloud software, that gives simple management of all phases: from absences requests to the approvals, from holiday planning management to clockings. EcosAgile Time solves in a secure and easy way processes that until then were managed in an inefficient way (email, Excel sheets, papers...). EcosAgile Time improves internal communications management and the administrative processes controls, by reducing costs and making processes more efficient. EcosAgile Time creates a structured, intuitive, and controlled requests and approvals process, via desk or App. It allows to send notifications and to simply manage the mandates so that the responsible and Human Resources have a correct holiday planning view and a detailed supporting report. EcosAgile Time is perfectly integrated with all the other suite's products.Starting Price: $2 per month -
14
Planleave
Planleave
We offer a Leave Management Platform in both English and Spanish. We are one of the few dedicated PTO, Vacation and Leave Management platforms with a Spanish offering. You can submit, track and approve leave requests, create teams in your organization and view their time off, set up your own Leave Types and Leave Policies. Integrate with your Google or Outlook Calendar. Through your mobile you can submit leave requests and check your teams availability and approve requests over email. Dashboard and Excel Reporting. We also have a dedicated resource in South America to support our clients.Starting Price: $1.30 per user per month -
15
CanTicket
CanTicket
Reduce the friction of overbearing clients and repetitive tasks with our unique client request portal and reoccurring checklists. Capture those lost expenses and run reports on your clients, projects, and team. Keep on top of the team's deliverables. Capture lost expenses, assign a project lead, and request feedback on projects. Firstly you will save on by reduce the number of overlapping software subscriptions you are using to run your business. Capture lost expenses on job cards, and identify your overserviced clients. Reduce phone calls, back and forth communication in account management with our client request dashboard. We have designed our software to be cloud-based, simply add the website to the home screen of your device to access the mobile site. It was designed to streamline workflow, but when used properly, you can turn it into a revenue stream for your business. Increase productivity and manage tasks simply.Starting Price: $18 per month -
16
Tack
Tack
Introducing Tack, the cutting-edge time-tracking tool made to simplify your workday. You may easily manage your projects, log your work hours properly, and gauge your productivity with Tack. Whether you're a small business owner, a freelancer, or a member of a larger team, Tack provides everything you need to manage and organize your time. A few of the many features in our program that make time monitoring easy and stress-free include: > Track time accurately with a simple timer > Gain insights into how you and your team are spending your time > Set budgets for projects and get alerts when you're approaching over-time > Generate detailed reports to share with clients and stakeholders > Manage time off requests and approve or deny them directly within the tool > Manage projects and tasks with easeStarting Price: $3.99/user/month -
17
TrackerPal
Girnar NewTel Solutions
Standard built-in Retailer Order and Maintenance Work Order Management workflows. Also, build Custom Workflows specific to your business process. Add your logo and branding. All reports submitted by agents are available in real-time. View reports, analyze performance, identify trends and manage your business efficiently. Schedule meetings, Calendar view of upcoming meetings or tasks. Get configurable task completion and meeting reports. View Past reports, View Inventory, Provide Quotation, Request portal for clients to track the status of service requests. View Route, Report Location, and Distance traveled. Get both historical and real-time status of location. Track location offline and geo-fence breach. Capture field force attendance with Punch IN and Punch OUT time, selfie & location. Attendance correction. Leave request, approval status, and balance. Attendance reports for employee review, appraisal and Payslip generation.Starting Price: $4.99 per month -
18
Everyminute
Everyminute
Everyminute is a time tracking and workforce management platform designed to help teams monitor hours, manage attendance, and track project time from anywhere in the world. It enables organizations to record work hours through web, mobile, or wearable devices, while automatically syncing data into accurate, centralized timesheets. It provides tools for editing, managing, and exporting attendance data, overseeing multiple sites, and maintaining precise records across projects and clients. Everyminute allows teams to track billable hours and gain a real-time business snapshot, helping improve planning, scheduling, and financial management. Managers can review and approve absence requests, manage team member details, and configure overtime and break rules, while built-in reports and integrations unify time data with payroll and other business systems.Starting Price: $2.99 per month -
19
clienwork
clienwork
clienwork is a collaboration tool for agencies and freelancers that consolidates scattered requests from email, chat, and docs into one place—from intake to delivery. It features a client request portal, AI-powered triage, and integrations with GitHub, Slack, and MCP to connect execution to client updates. Key capabilities include status tracking (triage/review/in progress/done), ownership assignment, threaded comments with internal/external context separation, real-time progress sharing with clients, and multi-language UI support.Starting Price: Free -
20
ApproveForGood
FrontStream
You want a system that works for you, not against you. ApproveForGood helps your organization streamline its donation requests in order to maximize your time with minimal effort. Receive in-kind donations and sponsorship requests through your branded, customized online donation request form. Easily see donated items, dollars given, available inventory and requests fulfilled through real-time reports. From the donation request form with customizable questions to rule-based filters, ApproveForGood allows you to have the personal touch without having to spend time doing it. Send a personalized confirmation email and approve or reject requests with one click from a simple, intuitive dashboard. In-app notifications enable you to leave notes with your team members to discuss a specific request. -
21
eMalaya
Analystik
eMalaya is a project management and timesheet entry tool that calculates projections; that is to say, it accumulates the hours executed and the “remaining work” to be done of a development project. And this calculation brings a new perspective on project management for the greater benefit of project managers, Administrators and clients; the knowledge of the true state of a project. IT projects are almost always complex, involve many resources, and often take several months to complete. And over time, the vast majority of IT projects will face potential pitfalls or new client requests, both of which will result in schedule and cost overruns. These different estimates will have important repercussions for all stakeholders of a project: developers, managers, administrators and clients. -
22
Admin24
Admin24
Advantages of Admin24 - Service Desk: - integration with social networks and instant messengers - communication with clients in Telegram, WhatsApp, VKontakte and Odnoklassniki; - integration with Bitrix24 - working with applications in the familiar interface of the corporate system; - customer accounting and client portal - history of applications and access to clients; - automation of support - processing requests and sending notifications to customers faster; - reports and SLA - analysis of work quality and provision of the required level of service; - multi-channel support - receiving requests via social networks, email and web form.Starting Price: $30 -
23
Oculisa
Oculisa
Real people send requests from your site. Oculisa helps you to analyze online behavior of your leads. Find out when your potential client first visited your site. Determine from which device the potential client viewed your site. Analyze your potential clients engagement. Find out the elements with which the lead interacted on the site. Determine the degree of interest of your potential client. Find out how long it takes a potential client to leave a request. Find out the probability of a successful deal before contacting a potential client. Ranking table updates in real-time to optimize your time on searching the right prospect to close a deal.Starting Price: $0.99 per lead -
24
ProcessMate
ProcessMate
ProcessMate is a cloud software that helps keep track of quotation and ordering. It comes with a sales desktop for your employees, as well as with the Customer (client) Portal where your client may request quotation, place orders and service requests. The portal is easy to configure and apply branding of your organization. With ProcessMate you can manage processes & tasks, related documents, process-related information and manage team communication. ProcessMate helps manage both ad-hoc and regular tasks that run on schedule. The platform will keep track and notify users, build reports for managers and help you streamline your business. Open up new channels of communications with your customers, let them submit purchase and servicing requests, view their ongoing requests and optionally, trigger internal processes once your customer submits a requests.Starting Price: $25 per user per month -
25
ExpressTime
ExpressTime Solutions
An automated timekeeping system that goes far beyond timekeeping. Take hold of your business by tracking everything from employee work time, supply ordering, budgets and statistics, and much more. View employee clock in/out locations receive early, and late, no show notifications for shifts, set a geofence around buildings, designate a number to clock in/out and much more. Electronically manage communications between you and your clients. Clients can make requests, comments, and even lodge concerns from anywhere and anytime. Employees benefit from being able to clock in/out on a kiosk, via GPS, while verifying hours worked and upcoming or past schedules. A customizable quality control tool that will completely revolutionize your business. Spot problems and have them fixed before it becomes an issue with the client. Tutorials, guides, reports and everything ExpressTime-related. -
26
Casting Networks
Casting Networks
The future of casting is here. Our industry-leading software allows top casting directors to release and organize multiple projects, manage submissions from talent and representatives, schedule auditions, securely share auditions with collaborators and seamlessly book the right cast. Our signature audition capture software has become the industry standard for top casting directors. Move on to your next actor or group while the previous audition uploads. Organize, reorder, edit and highlight audition videos before sending to collaborators and clients. Share sessions, size sheets, and actor profiles with your clients safely and securely. Our new iOS application for Casting Networks enables actors, models and other performers to access their profile, headshots, and reels, view and submit to the Casting Billboard, and view/respond to media requests, question requests, audition requests, and callback requests from casting.Starting Price: Free -
27
StringSoft
StringSoft
StringSoft Veterinary Management Solutions provides Premise and Cloud-based Management Solutions. It can be used on any platform. Complete Financial and EMR, Dicom and HL7, Lab Interface, RIS - including Modality Worklist and Reporting System, Radiology Viewers, Standard and Custom Reporting System, Purchasing and Inventory, Specialty Screen workflows, Wellness plans, Automated Payment Plans, Loyalty Programs, Referring and Client Portals. Specialty Workflows optimize the daily workload from one screen, allowing users to view orders, schedules, reports, treatments, and cases. The referring portal is a powerful tool that allows referring doctors to send and receive real-time information about their clients and patients. They can review cases sent to you instantly, ensuring they are always in the loop and can make informed decisions. The client portal allows clients to view reminders, submit payments, request refills, and request appointments. -
28
kiwiHR
kiwiHR
Simply efficient HR software. kiwiHR helps small and medium sized businesses manage employees' records, time off, working hours and more. Designed to be as intuitive and user- friendly as possible, kiwiHR will take off the workload off your shoulders. Cloud-based, does not required any downloads or complicated setups. kiwiHR allows you to manage time off with a plan. Start planning ahead for the holidays with smart time off management that shortens processes and saves you time and money. You will love being able to approve or decline requests with just a single click and your employees will love being able to see how many days they have taken off and how many are left without having to knock at your door. kiwiHR will also alert you if a time off request overlaps with another employee's request to help you plan ahead better. Simply go on the dashboard to see your overall company's time off and remaining leave balances.Starting Price: €3.50 per user per month -
29
HarePoint HelpDesk for SharePoint
HarePoint
An outstanding helpdesk solution for your SharePoint environment that boosts the quality of your IT support service to the highest level and ensures efficiency and transparency as well. Take requests from a website form or through email and create tickets into a unified list. Notify HelpDesk operators about the new incoming requests or user replies immediately. Prevent SLA violations, track reaction time and escalate or send notifications about expiring requests. Prepare reports about the quality of support services and provide monitoring of quality indicators. Automatically escalate a request if it is not processed in time. Get resolution confirmation from the client. Zero the number of forgotten or neglected requests by using a set of automatic notifications and escalation features. Reduce the number of requests by automatically displaying articles related to the question from the integrated knowledge base before the request is submitted.Starting Price: $1,299 per server -
30
HelpdeskEddy
Eddy Soft
Connect all communication channels where customers usually write to you. Automate the ticket processing process. It doesn't matter where your client writes - to email, WhatsApp, Instagram Direct or a comment on Facebook, all requests will be displayed in your portal in the form of tickets. All correspondence with clients is conducted directly from the Helpdeskeddy interface and is saved in the client card for history. Your operators no longer have to monitor 10 different systems and switch between tabs. Each ticket has a status. When the operator finishes processing a request, it sets the ticket to "completed" status and moves on to the next pending request. Automatically distribute new tickets between operators depending on their load or ticket parameters. Set up automatic responses to customer requests and processing notifications.Starting Price: $10 per user per month -
31
GetBusy
GetBusy
Task Management Software. Organize your team with unmissable tasks. Focus your team with small, clear tasks that always get done. Packed with powerful features like online signatures. Trusted By Over 8,000 Teams. Small, clear tasks that always get done. These days critical tasks come from all directions, on different platforms, from different people. They often need the input of others to complete them. GetBusy’s task management software gets your work under control, making it unmissable, ordered and prioritized. Task Management. Imagine if your team always knew the who, what and when of every message. Client Requests. GetBusy isn't limited to your own team. Send tasks to anyone, anywhere – just like an email. Signatures. Exchange and sign legally binding documents at a fraction of the price of dedicated signature tools. File Requests. Chasing a file? Request confidential files as clear tasks. And much more secure than email.Starting Price: £30 per user per month -
32
Requestly
RQ Labs, Inc.
Requestly API Client offers a range of tools to help you design, manage, and test APIs effectively. With distinct combination of features Requestly acts as a companion to developers and QAs. 1. Design APIs: Requestly simplifies API Design by allowing you to create individual API requests, specify HTTP methods, headers, query parameters, and request bodies. 2. Send API Requests: Sending API Requests is at the core of API testing. Responses can be viewed in detail, including status codes, headers, and payloads. 3. API Collections: Collections allow you to group related API requests for better organization and collaboration. 4. Variables: Requestly simplify API testing and management by allowing you to replace hardcoded values with placeholders - Collection, Environment, and Global Variables. 5. Scripts (Pre & Post): Scripts allow you to add logic or modify requests before they are sent, or process responses and manipulate variables that can be used in subsequent API call.Starting Price: $0 -
33
Scout
PetMethod
Scout is the new standard in pet-sitting and dog-walking software. Our easy-to-learn modern app experience is preferred by dog walkers and pet sitters around the world. Scout has the simplicity your clients need and the robust features your team deserves. Repeating appointments, GPS tracking, automated invoicing, and the best custom branding options in the pet-sitting industry. Find out why pet sitters everywhere are choosing Scout. Sign up today for a free trial -- no credit card is required. Your clients will love to see the photo check-ins, GPS tracking, and end-of-service report cards after a job well done. Let your clients request services directly from their phones. Quickly manage and approve appointments so nothing is missed! Create and send invoices automatically and then process payments instantly. Never miss an invoice again! Scout makes it easy for your clients to request and schedule services on their phones.Starting Price: $25/Month -
34
WeSignature
WeSignature
Speed up your signature collection and sales process with the best free electronic signature software and the only e-Signature Sales Cloud – WeSignature. With WeSignature you can send your clients a electronic signature request by email or text for them to sign while on the go. Payment collection is an important part of contract execution and now you can request payment at the same time your client signs a document. Quickly create templates for documents that you use on a regualar basis and apply fields with just one click. Send e-signature request to your clients so they can sign documents while on the go. Add a video intro and outro to your signature request to market, upsell, give directions, or simply say hello. Add teams members to your account and manage those members activity with WeSignature Team Builder. -
35
Squish
IMS, Inc.
Squish is a cloud-based management tool used by companies worldwide to track and manage tasks, client requests, product development and more. Users can securely and efficiently track product development, bugs, manage quality assurance issues, help desk tickets, and organize client requests from any Web browser. The simple and intuitive design of Squish makes it easy for anyone to create customized projects in minutes. Squish is flexible and allows you to customize projects to collect the exact information needed to effectively resolve issues. Track product development, client requests, software bugs, help desk tickets, tasks, and more. Squish allows you to monitor issue resolution from project conception through full production mode with ease. Squish keeps you and your team members up-to-date by allowing you to receive updates automatically or as needed. The typical company project can be set up in minutes. No webinars, no manuals, just create a project and start using Squish!Starting Price: $50 per month -
36
Audit Sight
Audit Sight
Audit Sight is the essential tool for auditors and lenders in the modern era. Our secure digital platform puts the future of testing and transaction verification at your fingertips. With our secure view-only integrations, you can instantly access your client's banking and accounting data, eliminating countless PBCs. Eliminate PBC requests, eliminate hours in your engagement and increase your client’s experience. Audit Sight automates the testing of your client’s underlying details via computer-assisted auditing techniques so your staff can focus on adding value to your clients and stop keying data into spreadsheets. Audit Sight fits perfectly into your life. Transforming your client's experience and improving engagement performance. No more endless audit requests resulting in back and forth with your clients. Once your client connects their accounts, Audit Sight digitally gathers your client’s bank, credit card and accounting data needed to perform the audit tests. -
37
ClientFlow
ReportGarden
Shared Inbox and Project management software for Client service teams. Manage your team’s email conversations, tasks and timesheets on a single platform. ClientFlow gets your personal email conversations, your team's group email conversations and client communication on a single shared platform where every mail is owned up and is responded to. Have all your conversations with clients in one place, Standardize Approval process with Custom branded Approval requests and automate repeated conversations with customized message templates. Connect your Email accounts or Set up auto-forwarding from any email address and share with Teammates so they have visibility into all Emails Conversations on one shared inbox software without having to switch between different group mail accounts. ClientFlow works a lot like your email client but builds on top of it to include useful features that facilitate group conversations much better.Starting Price: $19 per month per user -
38
BI TotalAccess® is a secure, web-based software that provides agencies with quality case management tools 24/7. A dynamic mobile app, configurable case management services, and predictive analysis make TotalAccess the premiere electronic monitoring software in the industry. Whether on a desktop or mobile device, one login grants you instant visibility and management of all BI products, all to place you in control of client monitoring. Advanced mapping through Google Maps® to build custom zones and track client movement. A fully functional officer mobile app for case management on the go. Robust reports for client activity, caseload stats, and inventory status. Applied analytics to better understand client behavior and calculate potential risk. Access your caseload from the palm of your hand. Approve or deny client schedule requests with a single tap. Securely conduct video conferences and send messages to clients.
-
39
ZilicusPM
Zilicus Solutions
Project managers can submit new project requests based on the business case. Portfolio managers have a central place to see all new project requests and look at project benefits, cost, budget, resources, etc information, s/he can approve new project requests. Portfolio managers have an easy way to check project alignment with overall portfolio goals and objectives. Essentially, the portfolio manager can centralize intake of project demand, and optimize the project portfolio for resource capacity and overall strategic alignment. Portfolio managers gets a bird eye view of the financial status of a portfolio of projects by looking at the dashboard. Executive management can quickly refer dashboard to make informed decisions, instead of calling project managers for review meetings.Starting Price: $25 per user per month -
40
ClockITin
Time Clock America
Generate hours worked and wages payable in a single click. Run payroll for specific departments or all employees, breaks, absences, overtime, mileage, time rounding. Everyone forgets to clock in or out once in a while. Clockitin makes handling these situations easy. If a user realizes that they have an incorrect time record, they can enter the correct times, specify the reason for the error, and easily send the request to a manager. The manager can then review the request, change it if necessary, and approve the request. Quickly see who is clocked in, when and where they clocked in, and the times they're scheduled to work. If you need to add a large number of users to Clockitin, Self-Registration will make your job a lot easier. Simply create a self-registration password, give it to your users, and they will be able to enroll themselves in Clockitin. All self-registered users are created with minimal permissions.Starting Price: $2 per user per month -
41
Jobcan
Donuts
Jobcan Attendance Management, the No.1 cloud-based attendance management system in Japan. Overview of the Jobcan attendance management system. Easily manage employee working hours. Create different departments and working groups. Clock time rounding and auto breaks. Robust holiday request and approval. Shift creation and scheduling. Compatible with third-party payroll applications. Accurate record keeping. Biometric recording device compatible. Attendance management is an employee clocking, attendance, shift creation and holiday request and approval cloud based application, that can easily be operated by anyone . JOBCAN -Attendance management is the number one selling attendance application in Japan with an array of functions that can improve all your back office tasks. No longer will you need time consuming paper forms. Any working styles supported. Be it shift patterns, night work or fix working hours, JobcanAM Can help you to easily create and manage your company working hours.Starting Price: £2.00 -
42
Invoxy
Invoxy
Contractors and temps record their hours and request approval online. Admin users can quickly add bulk time. Clients can view all the details and approve timesheets from an email without logging in. We keep a full audit trail of approvals. Quickly create and send large batches of invoices to multiple clients, all tailored to their exact requirements. Get unprecedented visibility into your business performance with customisable real time reporting. Invoxy is your middle office recruitment system in between your CRM/ATS, payroll and accounting software, giving you a powerful end-to-end recruitment software solution. Get your data flowing between systems in your best of breed tech stack and improve the integrity of your data at every stage. Placements made in your ATS appear in Invoxy, ready to invite the candidate to enter time. Automatically send pay details to your payroll system and invoice data to your accounting software.Starting Price: $150 per month -
43
uAttend
uAttend
View and edit time cards right from your phone. Employees can punch and access employee services right from their phones. Optional geofencing features to restrict mobile punches to designated areas. All the same data available on your cloud account, on the go. Handy dashboard to help you track missed punches, who’s in, and more. Dozens of reports and analytics to help you manage your workforce more effectively. Access data anywhere 24/7, from any computer. Speed up your day - export employee hours in seconds to any payroll system. Optional alerts for overtime and late punches. Nothing to install on your desktop. The uAttend cloud system instantly records and stores all employee punches. Track employee’s vacation and sick time accruals, view and approve time cards and time off requests, all in real time. Plus, robust reporting options enable data-driven decisions that will save you time and money.Starting Price: $649 one-time payment -
44
Cone
Cone
Impress clients and save time, no more manual invoicing or chasing payments. Cone’s intuitive proposal software sets the standard for what a simple, yet powerful product looks for accountants. Send professional proposals and gather payment details upfront. Kick-off projects automatically as soon as the proposal is signed. No more manual work. Projects start automatically after proposal acceptance. Gain clear visibility into your team's tasks, deadlines, and project progress and supercharge your workflows. Streamline your work and unlock productivity. Send clients forms, collect e-signatures, and request files seamlessly through the client portal. No need to nag clients manually anymore. Create invoices either from proposals or projects. Supports multiple payment methods like ACH or credit/debit cards. We understand that protecting your data is crucial for the success of your business, which is why we have implemented various measures to ensure the security of your data.Starting Price: $8.51 per month -
45
FlyEasy
Tuvoli
Source aircraft easily, automate your marketing efforts, nurture your customers with targeted inventory, and quickly close trips with leading air charter software. Live empty leg flights, available aircraft, instant estimates. Send a quote request and receive quotes straight to your inbox from air charter operators worldwide with available charter aircraft. Treat each client uniquely by sending only the empty leg flights that they requested. Tools on your website provide an easy place for your customers to request trips, aircraft preferences, and opt-in to your automated email campaigns. Engage, convert, and nurture your website visitors. Stay on top of your business by quickly capturing and closing opportunities. Send professional mobile-friendly quotes to your customers that are DocuSign ready and come preloaded with your charter terms and conditions. With trip leads streamed directly to your sales dashboard, quickly respond to your customers with one click from your email address. -
46
SekurVPN
Sekur Private Data
SekurVPN creates a secure, encrypted connection between your device and the Internet, and lets you access the web safely and privately by routing your connection through a server and hiding your online actions. All of the data you send and receive is hidden from prying eyes. This includes your Internet Service Provider (ISP), potential hackers, and even government surveillance agencies. It also can help you bypass geographic restrictions and censorship. SekurVPN software client on the user's device encrypts the device's connection request sent to the associated VPN server. Once the connection is established, requests for information are encrypted and go from the user's device to the VPN server. The VPN server decrypts the request and uses the Internet to obtain the information. Once obtained, the VPN server then encrypts and returns the information, which is decrypted by the client software.Starting Price: $9 per month -
47
Project IQ
Intellect
Project IQ: A project management app to keep your projects on schedule, and with all documents and processes accessible and traceable. Manage projects of any size with task management software, customizable project workflows, automated reminders, and file sharing. Know exactly where a project stands and who is currently working on a specific task within a project. Fully audit history of anyone who was submitted, approved, rejected or requested additional information concerning any task. Intellect’s Project IQ is designed to keep projects on schedule and on time. With this app, documents and processes are accessible and traceable, so you can focus on getting the job done. You will increase productivity through task management and customizable workflow. You will be in control of where the project stands and what specific tasks remain: uncovering bottlenecks. Project IQ apps allow for a full audit history, so you know who has submitted, approved, rejected or requested information.Starting Price: $35.00 per user per month -
48
SuperOkay
SuperOkay
Create an amazing experience for clients with a beautifully designed interface. Manage client requests, send briefs and proposals, get client sign-off and more. Embed the apps you use in the same interface. No more app-switching. All your smart documents in a simple interface. Keep client content requests, briefs, proposals, SoWs, progress updates, sign-off requests all in one place. Each document can have action items. Your client will see a summary of everything they have to do. Help them help you deliver on time. Embed the apps you already use and give your client access. Figma prototypes, Airtable bases, Trello boards, Miro boards and many many more. Create case studies of your past work, add client testimonials and reuse them in any Proposal or Brief.Starting Price: $9 per month -
49
MyAppointments
Alturnity Technologies
Take your business to the next level with MyAppointments, an easy-to-use appointment scheduling software. MyAppointments offers businesses a simple platform for managing clients and online bookings from anywhere and on any device. Businesses have the option to schedule appointments themselves or allow clients to request or book appointments. MyAppointments will then automatically send reminders of upcoming appointments and request confirmations.Starting Price: $29.00/month -
50
Centreli
Centreli
Flexible, automated, and easy tracking of vacation, sick, and any other type of paid time off for all of your employees. Our self-service portal empowers your employees to quickly make requests and managers to approve those requests. Employees and managers can access employee records, paid time off, a company directory, and calendar from anywhere using a web browser, tablet, or smartphone. Centreli allows you to centralize your team’s activity in one secure place. Our powerful reporting tools make it easy to see employee balances. Get the data you need for your employees right away. Connect your employee’s paid time off and requests to your favorite calendar application.Starting Price: $12 per month
