Alternatives to Curo Matter Management
Compare Curo Matter Management alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Curo Matter Management in 2026. Compare features, ratings, user reviews, pricing, and more from Curo Matter Management competitors and alternatives in order to make an informed decision for your business.
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1
Float
Float.com
Float.com is the #1 software for profitable resource management. Designed to give Operations and Finance leaders the insight and foresight they need to achieve profitable delivery at scale, with the right talent in place. Unlike spreadsheets or clunky PSAs, Float offers a clear, centralized view to schedule teams, plan capacity, estimate work, and track margins in real-time so that you can keep your people and profits on track. 4,500+ of the best professional services teams worldwide already choose Float to: ✔️ Schedule resources: See who’s working on what and when, with a live schedule. ✔️ Plan capacity: View availability, time off, and workloads to prevent burnout. ✔️ Estimate work: Build budgets and track scope changes to deliver profitable projects. ✔️ Scope projects: Align resources, budgets, and timelines from day one. ✔️ Track time: Pre-filled timesheets keep actuals accurate and on time. ✔️ Report: Monitor utilization and margins with live financial insights. -
2
ClickTime
ClickTime
ClickTime turns work hours into finance-ready data so CFOs and operations leaders can protect margins, control costs, and provide audit-ready records. Unlike project management tools or basic time trackers, ClickTime captures labor costs in a way finance can actually use—verified, approved, and complete. For professional services firms: Stop revenue leakage before it happens. Recover billable hours, monitor utilization in real time, and spot project overruns before margins slip away. For finance and ops teams: See where every hour goes, what it costs, and what it delivers. Get complete time and cost data that feeds your ERP, supports R&D tax credits, and gives finance and operations a single source of truth. Why ClickTime is different: - Finance-ready data that stands up to audits and client reviews - Real-time project burn vs. budget alerts to catch overruns early - Instant reports for R&D tax credits, grant allocationStarting Price: $12/user/month -
3
actiTIME
actiTIME
actiTIME is time tracking software that allows businesses to manage time, projects, teams and clients in a single place. - Control your projects’ health using estimates, deadlines, task boards and statuses - Get project analytics and ready-to-use accounting reports by tracking billable and non-billable tasks with user- and task-specific rates - Review individual and team performance using productivity reports - Customize data fields and work structure to fit your business needs - Never miss deadlines or overrun time and cost budgets with notifications and reports Choose between cloud and on-premises software. Join 10,000+ companies like DHL, Huawei, Philips, Xerox and University of Bristol - start a free 30-day trial (no credit card required).Starting Price: $5/user/month -
4
BigHand Matter Pricing
BigHand
BigHand Matter Pricing is an AI-enabled matter budgeting, pricing and tracking tool designed for law firms to manage their matters financially. The PMS-integrated solution supports pricing teams and lawyers to achieve better financial outcomes through data-driven budgets and costs, better resource plans, lower write-offs, and clear client reporting. Increase profits through better financial management of matters. Achieve better financial outcomes for increased profitability and client value through data-driven budgets and costs, better resource plans, lower write-offs, and clear client reporting. Gain a data-driven understanding of matter profitability. Create simple or complex budgets to meet client demand and calculate key KPIs in real-time. Use historical data for informed decisions and select different resources and fee arrangements to predict the most profitable price. Increase firm profits, remove wasted time from manual reporting, and make smarter financial decisions. -
5
BigHand Resource Management
BigHand
BigHand Resource Management is a legal work allocation and resourcing tool that allows law firms to identify resources, forecast utilization, manage workloads, and add structure to career development for lawyers. The solution delivers real-time visibility of team availability and costs, improved profitability on matters, and supports DEI goals and equitable allocation of work. Get visibility of capacity within teams, practice groups, and firm-wide at an individual lawyer level. Plan and allocate work based on client demands, vacation planning, profitability, DEI, and more. Enable lawyers to track their progress against key metrics and objectives and take ownership of their workload. A searchable view of lawyer skills, sector knowledge, existing relationships, and languages. Visibility of run rate and future allocation against matter budget which helps partners with better matter management. -
6
Scopey
Scopey
Scopey modernizes how professional-service businesses quote work, build scopes of service, and capture value from change requests. The platform enables users to generate detailed project scopes and professional quotes in minutes, thanks to features like an AI-powered pricing and service library, optional-service suggestions for upselling, and live tracking of scope changes as client requests evolve. Scopey empowers teams to turn work into structured, scalable services by productizing common offerings, standardizing pricing across the business, and integrating client collaboration through e-signatures and shared dashboards. It captures out-of-scope work in real time, logs variations automatically, and ensures new requests are documented, priced, and approved, protecting profit margins, boosting revenue, and reducing scope creep. Designed for ease of use, the tool replaces spreadsheets and email threads with clear, dynamic scopes that keep teams aligned, clients informed.Starting Price: $19 per month -
7
LodeStar
LodeStar
Automated closing cost calculator that brings together everything you need to optimize your quotes, resources, and margins. We provide products and services that create clarity for mortgage professionals, leverage connectivity among all parties to the transaction, and help build a sustainable community of industry professionals. LodeStar offers a range of compliance-driven products for title agents, mortgage professionals, banks, and credit unions. We simplify the process of generating clear, accurate loan estimate quotes, title fees, title insurance premiums, municipal recording fees, and transfer taxes. We personalize our service and support, no matter what your lending needs are, and no matter where your clients are in the country. We ensure maximal integration so that our tools fit seamlessly into your current workflow. We guarantee all fees, including title fees, title insurance premiums, municipal recording fees, and transfer taxes. -
8
3E MatterSphere
Thomson Reuters
Is delivering consistent legal service a challenge in your business? How do you maintain quality of high margin work? How do you lower your costs on routine work? Over the last several years, there has been a dramatic shift in legal services delivery. Clients are demanding more for their money, AFAs are on the rise, and delivering work at a profit is a must! To be successful in this evolving market, firms need tools to increase their efficiency and ensure high quality work product. 3E MatterSphere ensures consistent, repeatable matter workflow processes that keep your teams working productively and profitably. 3E MatterSphere transforms matter management operations from end to end by providing a single, unified way to view and manage day-to-day activities, including clients, matters, workloads, tasks, and critical dates as well as all related documents, reference materials, and reports. Accessed within the familiar Microsoft® Office® environment. -
9
PSQuote
CLD Partners
PSQuote closes the gap of CPQ for services. You get a unified process for quoting professional services. You’ll spend more time on delivery and less time quoting. Relying on spreadsheets to create estimates instead of doing them in Salesforce? This disjointed system creates a gap between what was sold and what gets delivered. And that means revenue leakage, aka, lost profits. It also means difficulty tracking what you sold versus what you delivered. We understand how frustrating this is, and we believe you deserve better. Automate and streamline your quoting process. Accurately estimate and quote services. Automate the sales-to-delivery handoff. Gain a comprehensive view of service operations from estimation to execution. Get more granular forecasting and inputs to demand planning. Enable your sales team to quote services based exactly on how you deliver. PSQuote is the result of years of building quoting tools for dozens of clients. -
10
MinuteDock
MinuteDock
Our natural time entry makes tracking your time flexible and easy. You can set targets and budgets for users, teams, clients or projects - and see your progress in real-time. Invoice your clients, or send time to your accounting software, in a matter of seconds. We integrate with Xero, Quickbooks, Wave, MYOB & Freshbooks.Starting Price: $19.00 per monthr -
11
ePRO
PrintMIS
The ePRO print management software is a scalable business tool that streamlines the lifecycle of a print order from estimate, production, accounting and more. Quickly give quotes to clients to ensure a fast and efficient turnaround. Eliminate error and redundancy with a robust management information system. We’re constantly listening to customer feedback so you’ll see your suggestions come to life when we roll out system updates. Improve control of your warehouse and minimize the value of stock on hand. Easily create and send quotes to your clients. Know your cost and profit margins. -
12
Visual Cash Focus
Cash Focus
Visual Cash Focus is a comprehensive budgeting and forecasting software developed by Cash Focus, designed to simulate business trading activities for accurate financial planning. Users input their starting balance sheet along with estimates for revenue, cost of sales, expenses, taxes, and dividends. The software then calculates expected cash flow, net income, bank balances, accounts receivable and payable, inventory levels, balance sheets, income statements, and financial ratios for each period. It supports detailed inputs such as fixed asset schedules, overdraft arrangements, lease and hire purchase payments, long-term loans, and inventory requirements. Budgets can be managed by profit centers, allowing for granular reporting. Visual Cash Focus employs double-entry accounting methods to prepare budgets and management reports, ensuring accuracy and accountability. -
13
Trimble Quest
Trimble Civil Construction Software
Producing an accurate construction project bid is the first step of any successful construction contract. Trimble understands the importance of modeling costs with real world accuracy to provide civil contractors with tools to create true construction project estimates. Trimble Quest is a first principles estimating software platform with cost libraries so you can rapidly produce quotes. Understanding your true construction costs will improve the accuracy of your construction estimates and ultimately increase your project margins. Control construction costs and own your construction budget with Trimble Quest software. By providing the necessary budget management tooling to continuously track progress and monitor allowed expenditure, Trimble Quest construction budget management software ensures project profitability for your construction project. -
14
Timemarker
Timemarker
Timemarker is a self-serve timesheet and time-tracking platform designed to help small businesses, creative agencies, consultancies, tech teams, and professional service firms track time, manage projects, and improve profitability with minimal hassle and setup; it builds on over 20 years of time tracking expertise and offers a clean, intuitive interface that works on desktop and mobile browsers. It lets users log hours quickly for themselves, teams, or freelancers, set and manage project budgets, and gain real-time insights into total hours, billable versus non-billable time, cost versus revenue, and client and project profitability through flexible, exportable reports. Timemarker supports multiple billing increments, offers powerful dashboards with customizable reporting, and makes it easy to export data for use in invoicing or accounting systems without intrusive tracking like GPS.Starting Price: $6.13 per month -
15
Cyrious
Cyrious Software
Control gives your team the best tools in the sign and graphics industry to run all the key parts of your business. Increase sales, reduce wasted time and mistakes, effortlessly deliver a higher level of service, grow profits, and make marketing routine. Control can price/track all of these job types. And all come standard. Which best describes your in-house products? Choose one (or more!) to learn more. Give your team the ability to give a consistent, profitable quote no matter who creates it. Know your estimated profit on every estimate before you send it. You won't forget to charge for scrap and extras. See all of your jobs — with jobs status and due dates — dashboards in real time. Control automatically creates a parts list and shows inventory so you can set a realistic due date. Control converts the estimate to a work order then invoice — no re-writing, no missing info. -
16
TyMetrix 360
Wolters Kluwer
Simplify your legal billing and streamline managing matters. TyMetrix® 360° lets you manage everything from matters and invoices to budgets and rates - all in one ready-built, easy to use, and simple to learn solution. Streamline the management of legal matters to improve staff efficiencies. Strengthen collaboration with outside counsel to improve matter outcomes and better control costs. Improve decision-making with easy to run reports that provide real-time visibility into legal spend and other performance metrics. Reduce system support costs and drive down total cost of ownership. Powerful invoice testing rules automatically catch billing errors and enforce compliance with billing guidelines. Multi-currency support for over 180 currencies, credit note handling, and other VAT compliance features. More than 30 standard reports give you instant insight into your legal spend and other key performance indicators (KPIs). -
17
Knownwell
Knownwell
Knownwell equips executives to drive record profitability through game-changing proactive AI intelligence and business orchestration. Knownwell’s proprietary intelligent enterprise operating system synthesizes your existing business tools and software, natural communication flows, and external data into proactive intelligence, without adding another member to the C-suite. The AI revolution is here. Knownwell will help you put it to work. Knownwell will help you stop reactively combing through the data or wondering what went wrong, and proactively get ahead in the client relationship. Deploy game-changing client intelligence without having to hire new staff to operate it. Knownwell works with your current org structure. Knownwell leverages the tools and services you already use, synthesizing available data and connection points into a single proactive intelligent source. Equip your executive team with intelligence and effortless coordination they need to focus on what matters most. -
18
Wynd
Wynd
The Wynd platform has been thought out to answer retailers' transformation stakes. It is natively omnichannel and enables you to offer all customer journeys. Set up innovative purchase journeys. Improve client satisfaction by better and quicker addressing your clients' demands. Cash-in of all physical or web orders from a unique interface. Improve your margins by reducing your costs. Optimizing in-store order preparation and improving operational efficiency of the supply chain. The Wynd Picking application optimizes order preparation by automatically finding the best picking paths for each point of sale, according to the targeted order management mode (mono, multi, global). The user-friendly application is easy to understand and operate, no matter the previous experience of the picker. It thus improves team productivity and the rate of successfully prepared and delivered orders. -
19
Lawcadia
Lawcadia
Lawcadia is an end-to-end legal operations platform for in-house legal teams and law firms. A unique two-sided platform with an intelligent automation engine, Lawcadia transforms the way in-house legal teams and law firms collaborate and solve business problems. In-house legal teams benefit from structured intake and triage, streamlined workflows, accurate instructions, greater control of budgets and law firm engagements, as well as optimised document, email, and matter management. Plus, configurable metrics and dashboards clearly demonstrate the legal function’s value within the organisation. Law firms benefit from enhanced client relationships through client intake portals, improved project management and the creation of bespoke regulatory workflows, supported by exceptional reporting analytics. Utilising Lawcadia Intelligence, an intelligent platform engine, Lawcadia incorporates no-code automation and logic-based workflows with an intuitive end-to-end legal operations plat -
20
Quoters
Cloudman Labs
Create faster and better business proposals. Generate unique sales documents for your clients, reusing content and managing your costs to save time and money. Make your proposals more agile. Make them look better. Boost your productivity. Move up to the next level, creating unique sales documents for your clients accessible anywhere. Quoters has no limits on any plan. When a company’s success depends on a single person. Quoters will be your best weapon for quoting, so you can focus on what truly matters: your business. With Quoters, work in the cloud to create well-designed and professional sales proposals, so your price quotes are a true representation of your image. Keep track of the versions of your project and let clients accept your proposals online. It’s difficult (if not impossible) to get your quote accepted right away. That’s why you can create all the versions you need. And once you’ve convinced your client, he/she can sign the quote online.Starting Price: $4.90 per user per month -
21
D-Tools System Integrator (SI)
D-Tools
D-Tools System Integrator (SI) is a robust end-to-end solution that streamlines critical business processes for larger projects – including sales, system design, documentation, installation, and field service management. brightness. Quickly generate accurate, professional proposals to win more business and improve client-satisfaction. brightness. Efficiently manage project budgets and adhere to clients’ needs with estimation and budgeting tools. brightness. Maximize your site visits to quickly establish project scope and budget from your iPad. brightness. Effectively manage your sales process and pipeline with CRM capabilities. -
22
Estimator360
Estimator360
Manually creating quotes wastes time and cuts into your profits. You deserve estimating software to help grow your residential construction company. Upload your plans and trace with your mouse to capture the plan quantities. Estimating projects has never been easier. Quickly see project schedules and assign tasks to crew members so you can be confident you'll finish on time. Automatically create proposals and contracts using approved estimates and change orders. Then send to your clients for electronic signatures. Crew members log time with our mobile app to track estimated versus actual hours. Seamlessly sync to QuickBooks for lighting-fast payroll. Select a time that fits your schedule for a personalized demo of Estimator360. Feel confident in your ability to quickly and accurately create estimates so you can sell more projects.Starting Price: $269 per estimator -
23
Online Book Writers
Online Book Writers
At online book writers, we have experts coming from a diverse range of backgrounds and expertise in writing ebooks. Doesn’t matter on what genre you want us to write, our team of professional writers are capable of catering challenging task ensuring to deliver a flawless work in the end. We keep your feasibility as our utmost priority and offer rates that match your budget. You are the sole owner of your book and the profit you earn from it. We don’t charge any royalty commissions. At the online book writers, we guarantee to guard every confidential information of our clients. Every work of our client is catered by an experienced professional to ensure that the work is perfect. Our writers perform a detailed and extensive research to understand your book and to ensure that the work is authentic.Starting Price: $200 one-time payment -
24
Lexis Affinity
LexisNexis
The leading legal software solution supporting productivity and growth for mid-tier law practices across the Pacific Region and beyond. Every day, our clients rely on Affinity to help them face the challenges of delivering excellent client service in a world of shifting customer expectations and demands. The power and flexibility of Affinity works across the entire firm. Find out how you can improve productivity, increase profitability and boost client satisfaction throughout your business. Browse world-class legal research content online, or kick-start your research from your matter. Link content and articles to matters for easy reference. Maintain your internal research library in Affinity. Everything in one place. Keep track of progress, documents, contacts and financials. Update facts of the matter and key dates using DataForms. Record time, process transactions and manage billing. -
25
PrintFASTQ
Pentaforce Software Solutions
Printing involves many skills - one of them is to estimate jobs precisely. As an offset printer you have to accept different printing jobs from clients. An error in your quote will directly affect the over-all offset printing profits. You have to calculate your printing cost correctly on paper to optimize printing profits. Introducing PrintFastQ print estimating software, an ultimate press-aware print estimating software for offset printing. Ideally suited for sheet-fed offset, web offset and digital press. Feed in the job details and Voila! You have an estimate and a quote ready. PrintFastQ print estimating software, an ultimate tool for estimator, helps compute print estimates for any offset printing job accurately. Quotations for client can be generated directly from PrintFastQ and sent to client. Intuitive and most powerful estimation software, can be used with bare-basic computer knowledge. -
26
360 Degree IT
Netready
Our fully customizable 360-degree feedback tool provides the flexibility to run valuable development and appraisal-based surveys. Used and trusted by training providers and corporate clients the 360degree.it tool supports small teams and large organizations to provide quality staff reporting and benchmarking. Our team are experienced in working to specific and often tight timescales to ensure we meet your launch date. Most setups can be done within 24 hours. The 360 feedback software has been successfully launched for industry-wide clients with both UK and global reach. No matter the organization or team size we have a price option that will align with your budget. We pride ourselves on keeping things simple and you will only pay for what you use. No hidden costs or expensive sign-up fees. -
27
PyanGo
PyanGo
We enable Oracle NetSuite customers to spend on the right things at the right time. Our solution, built on the NetSuite platform, empowers you to control expenditures and maximize the value of dollars spent. PyanGo’s team has a combined 50+ years of experience in delivering quality products. Our solutions will allow you to focus less on accounting and more on meeting your goals. With most projects requiring numerous resources, suppliers, and expenses, complexity is high and prone to cost overruns. PyanGo’s Advertising and Media solution allows firms to automate the entire procurement and expense report cycle seamlessly within NetSuite to ensure on-budget results and meet client expectations. Construction projects need to keep close track of expenses. These project expenses form the project budget, which is used as a baseline for spending. As expenses are incurred, PyanGo protects against budget overruns throughout the procurement process.Starting Price: $8000 per year -
28
Onsite
Onsite
Onsite Teams is a unified construction management platform that streamlines project and site operations by connecting office and field teams through a single interface. It delivers real‑time project tracking with mobile apps, enabling users to generate daily progress reports in one click, monitor issues and delays instantly, and automate material workflows, including requisitions, purchase orders, goods receipts, budget approvals, and supplier balance tracking. Its GPS‑based workforce management automates attendance, payroll, and punch‑in/out controls, while subcontractor management lets teams create work orders, track progress, and handle contracts, invoices, and payments seamlessly. Robust financial management tools provide full visibility into budgets versus expenses, project‑level profit and loss reporting, and rapid invoicing and collection to optimize cash flow, all without the need for separate spreadsheets or manual infrastructure maintenance.Starting Price: Free -
29
KonstructIQ
KonstructIQ
KonstructIQ is an AI-powered construction and financial platform designed for residential general contractors, remodeling firms, and home builders. It consolidates the full project lifecycle, from fast, professional estimates to budgeting, invoicing, payments, change-order management, cost tracking, subcontractor coordination, and real-time reporting, into a single interface. Its estimating module enables contractors to build detailed bids quickly, using customizable cost codes, markup or margin calculations, and either cost-plus or fixed-price models. Once an estimate is approved, it becomes the project budget; every subsequent bill, invoice, or change order automatically updates the budget so contractors maintain accurate job costing and profitability oversight. Payments to subcontractors or suppliers are built in, and support methods like ACH, checks, debit/credit cards, virtual cards, or Zelle, and invoices can be paid directly by clients through a portal to speed up cash flow.Starting Price: $199 per month -
30
FuseCharts
FuseWorks
FuseCharts makes it easy to turn complex client relationships into clear and concise visuals – so even your clients will understand their structure! Professional services are changing, you need tools that are easy to use and create powerful results, so you can spend more time on what matters – adding value for your clients. FuseCharts helps you to communicate complex information with powerful diagrams to help your clients understand what matters. In an information age, it’s never been more important to be able to simplify your communications with clients and sift through the noise to demonstrate real value. Intuitive layouts guide you through the data entry and drawing processes. Using FuseCharts, your structure charts can be as detailed or simple as you need. Built in help features and a dedicated online forum keep you drawing.Starting Price: $ 55 per user per month -
31
QoQo
QoQo
Save money and get more done in user research and discovery. For design agencies, internal teams, and freelancers. Quickly and simply benefit from research data to save precious time and effort in the user research and discovery stage. Compete by saving time without cutting UX. Stop guessing, and swiftly gather insights from public knowledge. Easily produce meaningful designs avoiding Lorem Ipsum. Speed up the discovery process and time to MVP or design draft. De-risk by increasing the design team’s knowledge. Increase capabilities in UX without internal experts. Proactively prevent budget overruns and effectively collaborate with clients who have small budgets. Overcome the challenges of limited resources and budgets with quick and actionable data. Take on more projects without the pain, while growing opportunities for UX work. Maximize both your design productivity and quality. It can help you identify challenges, risks, and key elements for your design brief.Starting Price: $15 per month -
32
Caseroads
QbitEdge
Caseroads.com, a feature rich cloud-based practice management service that costs up to 70% less than other providers. It is designed to be incredibly easy to use and allows you to securely work from anywhere. You get all the functionality you need for one low price per user. Take your firm to the next level, work smarter, improve operations, and get paid faster. Let us help you get started with a risk free, 30-day no cost trial. Caseroads enables you to manage a larger case load more efficiently. It keeps you abreast of all critical tasks, events and deadlines. It enables you to track and understand the status of each matter. It provides insight into how your firm is operating and simplifies managing a larger client base through improved scheduling, intake and conflict management. Caseroads reduces the effort to on-board clients, access and track cases, store and find client or matter documents and capture case activities.Starting Price: $35 per user per month -
33
Paperless Parts
Paperless Parts
Paperless Parts is the secure estimating and quoting software for manufacturing that empowers shops to make smarter, faster, more informed decisions. Communicate better, quote faster, win new customers, and increase revenue. Paperless Parts is simple to implement, easy to use, and seamlessly integrates with existing software tools. Relationships matter and nothing makes us more grateful than our happy customers. Thanks for ranking us as leader and high performers. Automated part file analysis provides information like setup count, process-specific feature detection, manufacturability warnings, and volume removal that drive costs and automated pricing for faster quoting. Manage risk with a more streamlined and automated estimating process. Empower your team to make better decisions with your data. Our cloud-native platform is built using a modern and secure tech stack. Teams using Paperless Parts increase revenue and profitability. -
34
KEBS
KEBS
KEBS is an AI native Quote-to-Cash platform that unifies and automates the end to end revenue lifecycle for professional services organizations. Built for IT/ITeS, GCCs, BPOs, Product Engineering, and Consulting firms, KEBS connects Sales, Delivery, HR, and Finance in one integrated system so leaders do not have to rely on scattered spreadsheets or disconnected tools. An embedded AI agent continuously monitors pipeline, projects, people, and cash flow to surface what matters most, whether it is a deal at risk, a margin slipping project, or underutilized talent. Grounded in a modern, intelligence first approach, KEBS is designed to let software handle the complexity while teams focus on high impact work and client outcomes. The platform improves operational excellence by reducing manual effort, tightening revenue controls, and enabling real time visibility across the organization. -
35
Nota
Nota
Designed with attorney insights, Nota is a no-cost, cloud-based platform that provides business banking solutions for attorneys managing solo and small law firms. With 3-way reconciliation, check printing, and tool integration with your practice management, accounting and payment systems, Nota is banking designed to maximize your efficiency and offers transparent pricing and dedicated support from bankers who know attorneys. Set up categories and track income and expense items like payroll, rent, court fees and client payments. All money in and out of your checking account can be assigned to a category and tracked to the penny. No more using spreadsheets or ledgers to track your client balances. All money in and out of your IOLTA account can be assigned to a client matter and reconciled in real-time right down to the penny. Use Nota’s 3-way reconciliation report to support the reconciliation process. And you can print checks from your IOLTA to your home/office printer. -
36
Clientivity
Clientivity
A client-centric automation platform purpose-built to streamline Quote-to-Cash, client engagement, and back-office operations into one seamless experience. Designed for independent professionals and service-based businesses manage their core processes, it offers an intuitive, all-in-one toolset that integrates project management, invoicing, time tracking, billing, and more, all from a centralized platform, maximizing productivity while placing client relationships at the heart of every interaction. Clientivity is your all-in-one business command center. Instead of juggling separate tools for projects, communication, invoicing, and time tracking, you get everything in one place. Saves you time, reduces hassle, and cuts costs. Managing clients and operations should be effortless, not exhausting.. Whether you’re a freelancer or leading a growing team, Clientivity helps you focus on what matters — delivering value, not managing complexity.Starting Price: $19/month -
37
ProStruct360
ProStruct360
Streamlined construction management software. Say goodbye to disorganization and hello to streamlined construction management with our powerful software. All of your client communications and documents stored in one place, for an unlimited number of jobs. A comprehensive overview of all of your jobs in one location. Utilize Gantt Charts to stay on top of all of your jobs and responsibilities. Create highly customizable estimates, save line item templates, view your profitability before completing a quote, and easily add and manage change orders. Customize your profit margins and gain real-time profit insights. Use the job dashboard, data retention, team and vendor management, and the task management system to be certain your jobs are running smoothly across all levels.Starting Price: $89 per month -
38
Osmos Cloud CRM
Osmos Cloud
Osmos is the sales quoting software that will automate the entire process for you. With Osmos, you can create, send and follow up on quotes and estimates all day long! Osmos saves you time and effort by automating the quote creation process. It organizes all sales quotes in one place, making them accessible within minutes to you and your sales team. Whether you are working from home, coffee shop, on the road, or even the office, with Osmos, quote inflow never stops. You can create, send, and review quotes from any device, no matter where you are. Osmos generate real-time sales data and forecasts with customizable dashboards. Monitor quotes, sales team members, leads, sales, and generate reports to make data-driven decisions for the future. Complete freedom and flexibility to design your own quotes. In a matter of minutes with the use of our drag-and-drop functionality.Starting Price: $15 per month -
39
eVo
Evolution Agency Management
Evolution is designed by agents, for agents, and is available at a much lower cost. No matter which products your customers need, you need a revolutionary agency management system that can help you run your entire business. You’ll get a powerful client app with quoting, claims and payment options, so your clients can access their policies whenever and wherever they want to. eVo is a comprehensive and affordable agency management system offering many innovative features. If you’re ready to step up your management with eVo, or would like more information, contact us. You continue to remain our top priority in these unprecedented circumstances, and we are here to answer any of your questions. Please do not hesitate to contact us with any concerns you may have. Secured hierarchical Structure. DocuSign Integration. Microsoft Outlook Integration. Client-facing Mobile App. In-Platform Texting Capability.Starting Price: $200 per month -
40
SimpleApply
SimpleApply
Our client relationships are priority number one. Get the quality attention you deserve, no matter your size, and never get lost in the shuffle again. We proudly boast 100% client retention. We will work with you to automate your custom admissions process of new and returning students seamlessly into our enrollment module. Automate your entire process including enrollment packets, tuition down payment, and online consent/signatures. Make sure that if your institution falls under section 508 of the workforce rehabilitation act your forms are compliant. SimpleApply is capable of producing just the secure customized data collection tool you need to create more efficient processing.Starting Price: $4,000 per year -
41
Humanize IT
Humanize IT
Humanize IT is a communication and QBR acceleration platform for MSPs that replaces presentations with structured, conversational client engagement. It operates via a four-step framework powered by coaching, premade templates, automated assessments, budgeting tools, and branded client dashboards. It integrates with PSA systems to sync opportunities and data, simplifies QBR preparation (saving 6–12 hours per review), and delivers client engagement scores, whitespace analysis, and personas (vCIO, CISO, etc.) to guide meaningful discussions. Through weekly coaching and a peer community, MSP teams adopt strategic selling habits and build trust-based relationships. Humanize IT helps transform technical exchanges into value-based conversations, boosting client retention, upsell success, and MSP profitability, while its SOC 2-certified framework ensures reliable delivery at scale.Starting Price: $349 per month -
42
QPLIX
QPLIX
With QPLIX as an innovation partner, banks can digitally transform portfolio management in their wealth business. We open a universe of opportunities and enable new business cases. Offer your clients a cutting-edge, digital experience. Manage non-bankable assets and assets at other banks for your most valuable clients. Scale your business and serve more clients with the given resources. As portfolio management software, our digital platform brings everything together, accounts and custodians, all asset classes investment guidelines, distribution across countries and currencies as well as ownership structures. No matter how complex, you always maintain a complete overview of the current total assets of each client and create valid analyses and forecasts. This enables you to improve your investment strategy, offer suitable products and increase the share of your wallet. QPLIX improves collaboration with your clients, within your team, and with external service providers. -
43
PlusSpec
RubySketch
PlusSpec is the most powerful, affordable and easy to learn 3D BIM/Virtual Design Construction & Estimating software for the Design & Construction Industry. From Design & Sales to Estimating & Procurement, PlusSpec offers one integrated solution created to help you become more efficient & profitable. PlusSpec has been made for people who are low on time, and we’ve included the support you need so you can quickly master the software. The only BIM software you can actually design with. Immerse your clients in 3D and sell your designs. Create professional 2D drawings. Manage client budgets. Develop stronger relationships with stakeholders. PlusSpec will allow you to do more than just quantify. Quote Fast. End Error and Oversight. Visualize Risk & Complexity. Transform the way you Communicate. Deliver more than just a Paper Quote. Whether you are Designing & Drafting, or Estimating & Building (or both), specifying products is a key part of the process.Starting Price: $990 per year -
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Matters.Cloud
Cintelli
Are you looking for an easier way to run your law firm? Matters.Cloud can help you by: - Providing insight, whether you are a single lawyer or part of a larger firm. - Bringing together key information related to your clients, contacts and matters. - Helping you to break down your matters into key phases / tasks. - Simplifying processes like raising invoices and capturing payments. - Freeing up time to win new opportunities - Operates in 15 languages and 6 data regionsStarting Price: $25.00 per user per month -
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InTouch
InTouch
Your entire conveyancing transaction on one cloud platform. Offer a digital experience to your clients by replacing paper forms with flexible and easily configurable online forms. We appreciate every firm works in different ways. Our customizable workflows allow you to design how you work but ensure your staff members work in the same way. Allows clients to receive quotes our of hours. Enables partners to refer and quote on your behalf. Give clients a personalized quote in seconds. Our APIs and Webhooks enables you to do even more through third-party integrations. It allows you to create, read, write, upload, or trigger actions from other software, or have InTouch trigger actions in them. Save time and money by allowing clients to sign documents electronically. Progress on each matter is automatically sent to your clients, keeping them up to date and happy at all times. Reduce progress chasing phone calls by 40% by keeping your clients and stakeholders informed via our online portal. -
46
Last Call Analytics
Last Call Analytics
Alcohol analytics empowers frontline sales teams and managers, identifies opportunities to improve distribution, sales, and profitability. Developed in consultation with alcohol industry leaders, this platform is designed to serve your business. With the Last Call app, you and your team will have access to the data you need to increase sales, no matter where you are. We know how frustrating it can be to wait for technology, our software works quickly to take the stress out of analytics. Make informed business decisions and have meaningful conversations at store level. Manage inventory, identify opportunities, and move more products for your clients. Get the alcohol retail sales analytics that you need to educate customers and increase sales. Discover what Last Call Analytics can do for your alcohol brand. We’d love to guide you through our software and answer any questions you have. -
47
Thomson Reuters Legal Tracker
Thomson Reuters
Bringing down legal costs and managing efficient legal workflows are no longer enough for legal departments in-house today. Legal operations require technology solutions to automate manual tasks and gain visibility into all aspects of a matter, from intake to final invoice, in order to be able to build and deliver high-performing law departments. Legal Tracker (formerly Serengeti Tracker) enables comprehensive matter management, effortless legal e-billing, custom analytics, and seamless integration with existing software and systems. All of this is backed by our professional services team, 24/5 live support, and online help. Legal Tracker software is used by more than 1,600 corporate law departments for billing and matter management reporting analytics. From Fortune 500 companies to startups, our turnkey corporate legal software helps legal departments control costs, reduce legal spend, streamline operations, and deliver predictable budgets. -
48
Workbench Construction
Workbench International
In civil projects, profit hinges upon accurate estimating and close management of costs. Tightly monitor labor, plant, materials and subcontractors against detailed budgets with Workbench's comprehensive software solution. Fixed price contracts are risky unless costs are managed effectively. Profitably manage individual contracts and projects while meeting the business requirement for accurate and timely forecasting and cash management with Workbench's contract management software. Your biggest expense is your people. Keep a close watch on time and expenses and optimize utilization of human resources. Increase efficiency and accuracy of client invoicing. Management information on project progress and profitability is available online and in real-time. Your projects are unique and can be technically challenging. Keep a close eye on the budget, manage detailed variations, and better understand your costs. -
49
Collaborati
Mitratech
Collaborati is a global legal e-billing software solution used by over 14,000 law firms and vendors in 160 countries. It enables the submission of electronic invoices, communication of timekeeper information and rates, capture of negotiations, and collaboration on budgets with more than 750 corporate legal departments utilizing Mitratech’s legal management solutions. By streamlining invoice processing and payment, Collaborati enhances client relationships by reducing invoice disputes and overall write-offs. Automated status update notifications eliminate unnecessary inquiries to corporate clients, and users can electronically supply the basic profile and rates for the firm's timekeepers. The platform facilitates collaboration on budgets for complex matters, allowing agreements with corporate clients prior to deploying valuable timekeepers. It accelerates the payment process over emailed or paper invoices by automatically submitting any invoice format and attaching documentation. -
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The Tussman Program
Tussman Programs
Tussman Programs was founded in 1985 by California attorney David Tussman. He designed and wrote the Tussman Program to make the process of legal billing and accounting easier for his own practice, then decided to offer it to other attorneys. Since then, we have continuously refined and improved the Program to meet the needs of our customers. We challenge you to find any product, regardless of price, that offers a greater combination of features, flexibility, ease of use and dependability. To find out for yourself, take advantage of our free trial offer, or contact Rich Zerga, our sales manager. Our legal billing software includes all the functions you need to maintain lists of clients, matters, contacts, and persons related to each matter. You can perform conflict checks, generate client and matter reports and labels, keep unlimited free form notes for each client or matter, and email a client with the click of a mouse.Starting Price: $595.00/one-time
