Alternatives to Hubbix
Compare Hubbix alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Hubbix in 2026. Compare features, ratings, user reviews, pricing, and more from Hubbix competitors and alternatives in order to make an informed decision for your business.
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1
Empiraa
Empiraa
Empiraa is a white-labeled strategy execution platform built for professional services firms that manage business planning and growth for clients. Designed for consultants, advisors, and fractional CFOs, Empiraa replaces static documents and disconnected tools with a centralized system to build, track, and manage strategic plans in real time. The platform enables users to set clear goals, assign responsibilities, and integrate with tools like Xero, Google Sheets, and HubSpot for live performance tracking. With multi-client management, automation, and full brand customization, Empiraa helps firms deliver more value, improve client accountability, and scale their services efficiently. It also supports team collaboration, streamlines onboarding, and enables service providers to productize their offering with repeatable, tech-enabled strategy delivery. Whether you're managing five clients or fifty, Empiraa gives you the tools to grow with consistency, clarity, and control.Starting Price: $99 per month -
2
Planium Pro
Levant Software Technology
Premium Strategic Business Planning Software for professional users and individuals. As a business advisor, accountant or consultant, create tailored plans for clients using Planium Pro’s powerful inbuilt analysis tools – without allocating excessive resources or extra staff. Work from anywhere and create a business plan to optimize growth. Produce an investor ready winning business plan quickly and easily with the use of engaging charts, diagrams and comprehensive report.Starting Price: $ 10 per user per month -
3
AdvisoryAI
AdvisoryAI
Advisory AI is the world's first AI-Copilot for financial advisors and offers cutting-edge AI software, revolutionizing how they create and manage advisory documents. With our intuitive platform, financial professionals can automate any advisory document in just 5 minutes, saving time and increasing productivity. We specialize in automating critical reports, including Annual Review Reports, Suitability Letters, Meeting Notes, Provider Information Summaries, Pre-Meeting Prep, and Follow-up Email Summaries. Our technology streamlines the advisory process, ensuring financial advisers can focus on delivering exceptional client service while reducing administrative workload. Let Advisory AI empower your practice with efficient, AI-driven solutions tailored to the needs of modern financial advisors.Starting Price: £49/user/mo -
4
ClickCoach
ClickCoach
The All-in-One Coaching Platform Built by a Coach Who’s Scaled to $30M+. Designed for professional coaches who want to track results, raise fees, and scale faster—without the overwhelm of juggling spreadsheets, tools, and clients. Key Benefits Track measurable client progress with built-in goal dashboards Eliminate admin chaos with all-in-one scheduling, notes, billing, and reports Deliver structured, branded coaching that increases credibility and your rates! Stop digging through email threads. ClickCoach.io shows you past sessions, homework status, notes, and upcoming agenda items on one screen. Jump in just minutes before a call and look 100% prepared. Clients notice. Retention improves. Review client history in seconds See session notes, homework, and agenda at a glance Look organized and professional before every call Increase client retention with better prep Assign tasks, resources, & due dates straight from the session screen.Starting Price: $497/year -
5
ValueMax
MAUS Business Systems
Helping Accountants, Wealth Planners and Business Brokers to successfully offer Exit & Succession planning services to their clients. Exit & Succession planning is the fastest growing advisory segment. With 50% of business owners overt the age of 50 there is thousands of business owners that need your help to successfully exit their business. It is estimated that there are around 400 business owners exiting their business every hour across the US, UK and AUS, many of which will not achieve a successful exit. This is why MAUS have created the ValueMax Exit Planning Software, designed to help advisors tap into the potential of exit planning. Whether your goals is to just help business owners build value or to transition out of the business, MAUS ValueMax will give you a simple, structured process to follow.Starting Price: $199 per month -
6
Howwe
Howwe Technologies
Howwe is an Enterprise Execution Software implementing the business plan and making it clear & actionable on all levels of the organization – in one platform. Sustainable financial growth year after year. Howwe Technologies is a Stockholm-based international SaaS company. The SaaS application Howwe is a new type of business innovation – Enterprise Execution Software for accelerated growth that empowers your organization to execute your strategy and business plan – in time. Howwe transforms the strategy (which is typically both complex and too high-level) into role-based goals and connected high-impact key activities making strategy clear and actionable for all. Howwe helps you steer, accelerate and follow up on those business-critical initiatives, no matter if you are running behind schedule, struggle with getting them to happen fast enough, or need to align them in the organization. -
7
Tax Maverick
Tax Maverick
Tax Maverick is an AI-powered tax planning and advisory platform designed for accountants, tax professionals, and firms that want to go beyond tax compliance and into high-value advisory services. It combines AI analysis, structured workflows, proposal generation, client management tools, and reporting — all centered on maximizing clients’ tax savings and supporting scalable advisory work.Starting Price: $297 -
8
Venturekit
Venturekit
Create a winning business plan in minutes with the number one business plan generator. Just answer a couple of questions about your business and we will generate a complete business plan for you. Get a high-level overview of your business and possible business models. A complete list of products and services that you can offer your clients. Everything you need to know about your target audience and potential customers. A list of marketing ideas and sales strategies to help you grow your business. A list of tasks and operational processes to help you manage your business efficiently. Financial projections, financing requirements, and more. Everything is adapted to your business. Just answer a few questions about your business, and we will generate a complete business plan for you. Our AI technology has read most of the Internet. Use that knowledge to make better business decisions. Your business plan sets a clear path forward for your business, so you know what's next.Starting Price: $16 per month -
9
ProAI
ProAI
ProAI is an AI-powered business planning platform designed to help entrepreneurs and startups create comprehensive, investor-ready business plans in minutes. By answering a few questions, users receive a fully customized business plan, complete with financial forecasts, market research, and strategic insights. It offers tailored projections with exportable Excel models, encompassing profit and loss statements, cash flow analyses, balance sheets, and key metrics. ProAI's AI-driven approach leverages data from over 3,600 client projects, providing users with bespoke marketing, sales, and product plans. Additionally, it includes features such as an AI Business Advisor for personalized recommendations, access to a database of over 160,000 investors, and tools for creating pitch decks and conducting market research. ProAI's user-friendly interface and integration with various data sources streamline the business planning process.Starting Price: $66 per year -
10
ELLA
ELLA
ELLA is a digital workbench built for trusted advisors who help small business owners navigate exit planning, guiding them from intake to insight in a fraction of the time. Designed specifically for advisor-led transitions, ELLA brings structure, clarity, and collaboration to what is often a chaotic advisory process. It centralizes Fact Finding in a collaborative discovery space where advisors can invite the entire team to capture notes, documents, and structured questions using customizable templates tailored to industry or client needs. Its Sensemaking engine transforms collected data into secure, private, context-aware insights, shortening the path from raw information to actionable strategy. Advisors can then create connected Deliverables that seamlessly incorporate discovery and insights, making it easy to present valuation narratives, growth opportunities, and strategic plans. -
11
Turbify
Turbify
Localworks puts you in control of your business listings across 70+ digital directories. Ensure consumers find accurate information about your business—no matter where they search. Get actionable reports on how visitors interact with your listings by tracking everything from profile views to calls, and use competitive insights to make informed business decisions. Your customers are your most important source of feedback. Localworks allows you to monitor and respond to reviews across platforms quickly from one place. Gone are the days of using multiple programs and services to start and grow your business. By having integrated products under one roof you can control and see business data in real time and monitor everything in one easy-to-use dashboard. When you start, answer a few simple questions and Business Maker will recommend a personalized plan to fit your needs.Starting Price: $23.30 per month -
12
Bizway
Bizway
Have a business idea, but don't know where to start? Bizway generates tailored roadmaps and insights with GPT-4 powered responses to help you build (& execute) your new business plan. Create custom, tailored roadmaps (in seconds) that break down your idea, goal, or plan into manageable steps. Be it your product MVP, your marketing strategy, or figuring out your financials; create a roadmap to help keep you on track. If roadmaps give your plan structure, Tasks are where the work actually gets done. Bizway can execute a wide range of tasks with one click, from giving a competitor analysis summary to brainstorming names, taglines, and marketing copy, or coming up with your first 12-month financial forecast. Every brilliant idea, research item, insight, and plan; is easily saved to your Biz plan in a couple of clicks. Explore every branch and idea in full, go down the rabbit hole, then save your insights to the relevant business section as you go.Starting Price: $19 per month -
13
ExitAdviser
ExitAdviser
Full control. Zero commissions. Maximum exposure. Fast-track your business sale with ExitAdviser. Is your business prepared? Does it look attractive? Have you done all you can? ExitAdviser addresses these questions by measuring the sellability of your company. Time is money, so don't waste it. ExitAdviser helps you to efficiently structure your time by setting up your schedule and preparing your business for sale. ExitAdviser's business valuation approach gives you the confidence to defend your asking price in front of any prospective buyer. That's because it uses discounted cash flow (DCF), the most widely respected method of valuing an active and profitable business. It takes the expected future cash flows and "discounts" them back to the present day, to give you an accurate valuation result. -
14
AthletaDesk
Port 443
AthletaDesk is here to help your business thrive. Stop worrying about increasing monthly costs as your client list grows. Memberships include unlimited clients and sessions. Every feature is available on the go! AthletaDesk is fully featured across all mobile, tablet and computer devices. Perfect for in-home sessions! Automate your business. Let AthletaDesk do the heavy lifting. Automatic invoices, session reminders, and payments. AthletaDesk is for anyone who coaches, trains, or instructs any type of athletic activity. Your clients can sign into their Athlete Portal to view their scheduled sessions or book new sessions. They can also view previous session notes to track their improvements. Leave session notes for your clients with assigned tasks to complete before their next session. You can also leave private notes for yourself. AthletaDesk makes it easy to record and track student attendance and features a variety of different attendance options to cover all possible situations.Starting Price: $12.95 per month -
15
Camms Business Strategy
Camms, a Riskonnect Company
Camms Business Strategy software is a comprehensive solution designed to help organizations develop, manage, and execute their strategic and operational plans. It enables users to break down high-level goals into actionable tasks, assign responsibilities, and monitor progress through intuitive tree views. The platform's sophisticated KPI engine allows firms to measure the impact of operational initiatives on organizational objectives, providing real-time insights through dashboards and reports. Additionally, it integrates risk management capabilities, empowering teams to identify and mitigate strategic risks that could impede plan execution. By aligning individual actions with broader business goals, Camms Business Strategy software ensures cohesive progress towards key objectives. -
16
FinModelsLab
FinModelsLab
FinModelsLab provides a wide range of industry-specific financial model templates in Excel, as well as Excel dashboards, business plan templates, and pitch deck templates. Creating a business plan with detailed financial projections, a pitch deck presentation, or an Excel dashboard can be time-consuming. That's why we've developed a web repository with over 1500 business templates for different use cases. We've spent over 10,000 hours creating industry-specific financial forecasting model templates in Excel, which offer well-structured and best-practice financial modeling know-how to users such as C-level executives, entrepreneurs, investors, startup founders, and others looking for assistance in creating financial projection templates. -
17
PrometAI
PrometAI
PrometAI is an AI-powered business planning platform designed to help founders turn ideas into investor-ready business plans in minutes. Its AI Business Plan Generator guides users step by step, replacing blank pages with structured clarity and strategic insight. The platform combines industry benchmarks, financial models, and AI analysis to deliver professional plans quickly. PrometAI is built for both first-time founders and experienced entrepreneurs. Users can customize content, financials, and design to match their vision. With built-in security and intellectual property protection, business ideas remain confidential. Trusted by over 52,000 founders, PrometAI simplifies planning while improving quality and confidence.Starting Price: $98 one-time fee -
18
Business Planner
Simpleplanning.com
Most big name accounting software is far too cumbersome for today's small businesses. They require significant setup time (often an hour or more) before one is able to use the program. Not so with our Excel Business planner. You will be building your financial plan, recording results or creating an invoice within seconds. Many accounting software sites store your financial data online, so you can only access your data while you're online. With our Excel Business Planner, you can use it whenever you like, online or offline. Because our Business Planner is an Excel spreadsheet, there is no additional software to set up... just download the spreadsheet and go!Starting Price: $59.95 one-time payment -
19
Lipi.AI
Get Myst OU
An experienced business consultant's approach to AI-powered business management offers a refreshing perspective on operational efficiency. The system seamlessly integrates artificial intelligence to tackle the complexities of modern business operations, allowing entrepreneurs and managers to focus on strategic growth. By analyzing data patterns and automating routine tasks, the solution transforms traditional business planning into a dynamic, intelligent process. The platform adapts to specific industry needs, providing actionable insights and streamlined workflows that previously required extensive manual effort.Starting Price: $19.99/month -
20
getLaunched
Quergründer
You get the complete overview of all numbers. You can see the strengths and weaknesses of your business idea at a glance. You will convince investors with a complete business model and business plan. Emil faces the same challenge as many out there and wants to start a business. To understand his business model, he wants to make a business plan. With these simple steps, Emil can organize & structure his business idea. Founders like Emil know where their concept works well, where risks are hidden and what can be optimized. In the financial plan, he calculates his capital requirements. With the well-prepared financial plan, he goes to the bank and gets his loan approval. Emil is happy. And saved a lot of time. He is sure now that he has observed everything. He has graphed everything at a glance and can tweak the set screws where he sees weaknesses to enforce his idea.Starting Price: $24.99 per month -
21
BizPlanner.AI
BizPlanner.AI
Use our AI business plan generator to craft a professional business plan for starting a new business, seeking funding, launching products or services, or entering new markets. Our AI business plan generator efficiently creates a customized, professional business plan for you in less than 15 minutes. Discover the core functionalities of our service, from intuitive in-browser editing to flexible AI regeneration and convenient export options, all designed to streamline your business plan creation. Edit and format your ai generated business plan directly in your browser with a user-friendly WYSIWYG interface. Easily update any section by providing specific details or prompts, like adding a sentence about desired investments. Enjoy lifetime access to your business plan, allowing you to make unlimited changes and updates at any time, ensuring your plan evolves with your business. Conveniently export your completed business plan to PDF or Word formats for easy sharing and presentation.Starting Price: $9.99 one-time payment -
22
CoachHub
CoachHub
CoachHub is the turnkey solution to transform your managers into highly effective, inspiring leaders. CoachHub is the digital coaching provider, offering holistic people development to forward-thinking companies on a global scale. Transform your business in an age of digitalization and rapid change. Track progress on coachee focus areas, goal achievement and session satisfaction. Scale with platform technology and a global pool of top coaches. Mobile solution, coaching whenever, wherever. Regular coaching sessions with a top business coach. Enhance sessions by choosing from an extensive library of micro-learnings to complete between sessions. CoachHub’s coaching and training approach has been developed in collaboration with leading experts in coaching and leadership development. AIMY™ is the world’s first conversational AI coach, a prototype resulting from a cutting-edge research initiative powered by CoachHub. -
23
Instaproofs
Instaproofs
Instaproofs provides photographers with an affordable all-in-one solution for managing their creative business. From session booking to custom client galleries and online storefronts, we've got you covered. Regardless of whether you're a brand-new photographer looking to get started, or a seasoned professional with a large client base, we have the tools and services needed for growing and managing your business. Services available through all of our paid plans include: → Beautiful Client Galleries → Customizable eCommerce Storefronts → Digital Download Options for Your Clients → Print Fulfillment Services → Sales Metrics & Reporting → Automated Marketing → Client Invoicing, Including Multiple Installment Plans → Digital Contracts with Signature Collection → Top Tier Customer Support Other services also available for some of our higher plans (starting at just $21/mo) include: → Session Booking → Questionnaires and Online Forms → Assistant Login OptionsStarting Price: $9 per month -
24
CoachVantage
CoachVantage
Take control of your coaching business and watch it grow. Practice management software for coaches. CoachVantage doesn't just automate your business, it empowers you to grow your business. Automated scheduling: This is the solution to the biggest time killer of all – playing email ping-pong to schedule a session! With Automated Scheduling, you simply create your events, set your scheduling rules, publish your booking page and get booked. CoachVantage will transform your scheduling from pain-in-the-a** to painless. Manage contacts: Everything you need to know about your contacts – their profile, session notes, upcoming sessions, contracts and invoices – all in one place. Accessible from your desktop or mobile device so you’re always on top of things. Manage and log sessions: Every coaching session you schedule and complete with a client is automatically logged. If you’re seeking ICF certification, simply export your coaching log and send it to ICF.Starting Price: $39 per month per user -
25
Fitii PT
Fitii International
What is Fitii? Fitii is the first true on-demand marketplace for personal trainers and fitness professionals! Bringing the concept of services on demand to the fitness industry, Fitii allows clients to quickly and easily find a personal trainer near them, explore trainers’ profiles and connect to book training sessions. Fitii also offers a comprehensive mobile based business management platform for personal trainers, gyms and studios. It’s all your clients, scheduling, bookings and payments all in the one, easy to use platform. Fitii is all about streamlining your fitness business, giving you the tools for success and improving your profitability. How Fitii Works. Create your profile. Set up your rates, calendar and business information. Connect with Clients. Invite your clients and leads to download the app and get connected. Plan your Sessions. Create one off or reoccurring, private, small group or public group sessions. No more fees. We take care of payment collection -
26
LaunchPlan
LaunchPlan
Business Plans. Simplified. The most intuitive and affordable way to create a successful business plan. Simple business planning and automated financial forecasting. From writing your plan to forecasting financial results, it’s all in LaunchPlan’s smart and simple business plan software. Step-by-step instructions organize your ideas and automated projections are displayed in modern charts and graphs for investors. Where your ideas meet action. Share your ideas and invite others to collaborate. With LaunchPlan, unlimited team members can view, edit, and contribute without additional subscription fees. Our web-based business plan creator is accessible across devices and operating systems, whether you’re on a Mac or PC, or running macOS, Windows, Linux, iOS, or Android. Stress-free business plans. Write a detailed business plan online with step-by-step instructions. Built for small businesses, entrepreneurs, and startups, LaunchPlan offers full definitions, examples, and tutorials.Starting Price: $7.50 per month -
27
Coastr
Coastr
Get to know Coastr and start doing business purposefully. Creating a good business plan has never been easier! Create your business plan and financial forecast now for free and easily . Become more successful by focusing more on the results of your company. With Coastr you keep an overview of your business, always and everywhere. Discover Coastr. We want ambitious and conscious entrepreneurs help aim - and result oriented to take by them to support. Create a business plan for free now and experience how easy it is to create a business plan yourself using Coastr! Discover Coastr. We want ambitious and conscious entrepreneurs help aim - and result oriented to take by them to support . Create a business plan for free now and experience how easy it is to create a business plan yourself using Coastr! We want to help ambitious and conscious entrepreneurs to do business in a goal-oriented and result-oriented way by supporting them. -
28
My New Venture
My New Venture
My New Venture is a learning platform helping individuals with a business idea to start, grow and succeed. My New Venture is a step-by-step learning platform guiding you through the key steps and knowledge needed to setup and grow a new business. The must-know information is delivered through slides, infographics, tables, calculators, videos and downloadable resources. One place for everything to save you time. The platform is structured through 9 core modules and broken down into 60+ business topics covering everything from registering your business to managing cashflow and forecasting. Downloadable resources include guides, checklists and templates to help you put your learnings into action, reduce costly mistakes and save you money.Starting Price: $15 per month -
29
Assiduity
Assiduity
Transform your product planning with Assiduity - your comprehensive solution for business planning. Our platform combines precision market research, realistic financial modeling, and dynamic business plan templates to make your products more desirable, viable, and feasible. Define product requirements efficiently and make data-driven decisions with confidence. Whether you're a startup or an established business, Assiduity scales to your needs, providing an intuitive, user-friendly experience. Plus, enjoy expert consulting and product development services every step of the way. Maximize your returns and minimize risks with Assiduity. Experience a new standard in business planning today.Starting Price: $29.99 per month -
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STRATWs ONE
Siteware
Control your indicators and get results quickly. With our strategic management software you will have more time to plan, better organize your routine, manage and engage your team in the culture of results! We go far beyond organizing your routine! Discover the power of strategic management software, capable of improving your business results and engaging your team to achieve your goals. Performance indicator software helps to: Reduce time to collect, validate and consolidate KPIs. Identify problems and create action plans to solve them. Report your results at all levels of the company. Engage your entire team in results-oriented culture. Reach your goals and Improve your business results. Enable everyone to have the necessary conditions to achieve the objectives and goals. Organize the delivery of Strategic Projects and engage people in this process. Improve your team's productivity and make decisions with greater certainty and speed! -
31
TaxWise
Wolters Kluwer
TaxWise streamlines your E-filing and fee collection process from start to finish. Manage your clients’ documents digitally, and offer largest variety of low-priced bank products. Process returns quickly and easily for beginners and experts alike. Save time with error diagnostic tools built into the interface. Navigate e-filing errors with links to forms needing correction. Test a variety of tax scenarios for your clients with the “What if?” mode. Save test scenarios for future reference. Advise your clients on deductions or capital expenditures with planning and advisory tools. Diversify your staff and clientele with TaxWise’s comprehensive Spanish features. Leverage over 60 forms and schedules in Spanish, on-screen and in print. Get bilingual product support to ensure your team always has the help it needs. -
32
ClientFol.io
Mindful Guidance
Revolutionize your coaching experience with ClientFol.io, the ultimate feature-rich, benefit-oriented coaching software: 1. Efficiency Maximization: Consolidate all tasks in one browser tab to reduce admin time drastically. 2. Boost Your Reputation: Harness the power of better testimonials to elevate your authority in the coaching field. 3. Precision Goal Management: With advanced goal tracking, reporting, and accountability measures for each client, make your coaching process more effective and impactful. 4. Streamline Team Management: This software makes life a breeze if you're juggling multiple coaches. 5. Grow your practice with unrestricted client and session additions. 6. Comprehensive Session Documentation: Maintain unlimited session notes and assign homework without worrying about hitting a limit. 7. Send your invoices directly from ClientFol.io with recurring or single payments. Plus, ClientFol.io offers a Client Portal for easy direct access.Starting Price: $29.97 per month -
33
Penji
Penji
We are a simple add-on for advising, tutoring, and coaching programs that boosts utilization and organizes your processes. We can support many centers on campus, each segmented into separate communities. Our mobile and webapps offer modern, mobile-first scheduling. This includes direct booking from calendars, drop-in checkins, group sessions, in-app chat, session reminders, user feedback, and more. Our mobile app drives a smooth and efficient scheduling experience. Browse providers, schedule sessions, and meet online or in-person, spanning tutoring, mentoring, and advising. Admins are overloaded with work. Penji automates the mundane parts of your job - you'll see most sessions going off automatically, without a hitch, and be able to monitor activity in your real-time data dashboard. -
34
My Coach Office
Universal Coaching Systems
Successful coaching businesses need to be online. Simple to get started and scalable as you grow. Move away from paper and spread-sheets with a full online admin center. Complete visibility of your coaching. Online client files, session notes and homework easily accessible for you and your clients. Access free material designed for coaches to get started on the right foot. The silent partner every Coach needs. Learning to use MCO is quick. We know you’re busy and don’t want to become a tech whiz. You are a coach and should spend your time coaching, so we help you get setup efficiently.Starting Price: $24 per month -
35
Typed
Typed
Accomplish more as an individual or a team. Meet the next generation of documents in Typed. Say goodbye to too many tabs and apps. Our document 2.0 is everything you’ve needed to create better. Research and write while managing your knowledge and tasks, all in one flow. Now, you can share the full context of your work with just a link. Typed defies folders within folders within folders. Our result-oriented structure helps you to get organized just by getting stuff done. Taskify every stage of your work to keep yourself moving forward. When done, just archive and move on. You’ll find yourself more organized than ever. Our knowledge network is your second brain that automatically remembers your ideas and actions so that you don’t have to. It will guide you to the next step to recognize how much you’ve already done and discover how much more you can do. Our blazingly fast web-extension and mobile app lets you collect any type of information with just a touch.Starting Price: $8 per month -
36
TheCUBE
The CUBE Trading
A powerful business coaching platform allowing coaches and clients to work together easily Build a successful coaching and advisory business that delivers greater results and life changing value to more clients with less effort. TheCUBE business coaching software helps your clients reach their full potential. We are passionate about helping your coaching business run more efficiently so you can serve more clients and deliver greater value. TheCUBE business coaching platform allows your coaches and clients to seamlessly connect in one single view to track and manage business performance, helping your clients achieve their true potential in work and in life. All in One Business Coaching Solution. TheCUBE is an all in one software platform enabling coaches and clients to work together easily. Meeting Scheduler & Notes. Schedule client meetings easily, set agenda, record notes, assign actions, and manage history in a secure space. -
37
Advise Wise
Advise Wise
Advise Wise is a cloud-based financial advisory platform that helps advisers source, compare, and manage later-life mortgage and equity release products tailored to clients’ needs with powerful filters, integrated property and medical underwriting, side-by-side plan comparisons, and Quick Quote tools for fast preliminary figures. It includes an integrated CRM where advisers can store client data, case documents, product searches, and key fact illustrations in one secure place, upload files of any format, and track case progress while fulfilling regulatory requirements such as Consumer Duty and FCA guidance. It also features an integrated Fact Find template that pre-populates with client and property information, AI-assisted Suitability Letter creation, and one-click submission of KFIs and online applications via API connections with lenders; advisers can also select and instruct specialist solicitors directly from a client case. -
38
Workee
Workee
Best website builder for small businesses with seamless customization. Get your site up and running in less than 1 minute. Create your work schedule in seconds. Set days, hours, or any configuration you want. Built-in bookings, payments, video calls, and invoicing to automate a freelance business in one place. Flexible options for better time management and monetization. Any time slots available for engagements of your choice. Selling your professional services and jobs on your Workee website has never been simpler. Enjoy payment freedom with our integrated payment systems and 0% transaction fees. Send invoices and get paid hassle-free, all in one place. Manage your meetings, track time, send invoices, and calculate taxes in one single place. Building your professional presence has never been easier. Set up timeslot availability and price. Choose a timeslot duration for appointments and detect clients' timezone automatically.Starting Price: $290 per month -
39
Zoee
Zoee
Zoee is an all-in-one coaching platform designed to streamline and simplify the details of running your business, allowing you to focus on what matters most, your clients. Created by coaches and entrepreneurs, Zoee offers a suite of tools tailored for coaching professionals. With Zoee, you can effortlessly track client hours, manage billing, oversee program subscriptions, and access session notes, all synced automatically. It simplifies scheduling with smart detection and two-way calendar sync, eliminating email chaos and double bookings. It provides a customizable landing page to showcase your expertise, share video and blog content, and generate new bookings. Zoee is a curated marketplace where you can feature your unique talents and attract clients seeking coaching excellence. Zoee connects you to a vibrant community of like-minded coaches for mentorship, collaboration, and growth.Starting Price: $41 per month -
40
TrainerPlan
TrainerPlan
Create custom training plans for your athletes. Train them individually or as a group and mark goals based on each client. You are notified when an client has completed his training. You will have access to all the information about how the training has gone and your pupils can add data about the training done. All metrics, such as completed sessions, distance, time, heart rate, power zones, etc. Manage your athletes in an efficient and simple way. Without the messes of multiple powerpoints or excel files. You can create unique sessions and save them as reusable templates. Drag exercises from days to days or copy and paste between days and pupils. To measure the level of Fitness (CTL), Fatigue (ATL) and Form (TSB), to each workout executed and synchronized from Strava or Garmin, an Effort score is added.Starting Price: $9 per month -
41
STEPnotes
STEPnotes
The STEPs method for progress notes provides a structured method for taking progress notes. With STEPnotes™, counselors are able to conceptualize their counseling sessions and take their notes in a professional and organized manner. Dr. Rhonda Sutton's second edition of the straightforward guide to progress notes includes additional examples, information, documentation, and clinical language that expands on the utility and readability of the first book. Dr. Sutton and her team have created an online tool (see highlights below) that provides the STEPs in an easy to use format for taking and maintaining progress notes, all for the one-time cost of $129.00, per counselor, all of the forms. Progress note formats that provide drop down menus, check box options and text areas so that counselors can customize their notes to the level of client care. Progress note formats for mental health/private practice settings; school environments; career counseling sessions; and coaching sessions. -
42
Upheal
Upheal
Meet your new AI assistant with automated notes, video calls, and analytics built-in. Imagine progress and therapy notes being done for you – in every session. Edit as much or as little as you like. Stay present while we transcribe the whole session and run helpful analyses in the background. It’s all at your fingertips. We’ll highlight and organize the key insights, people, and places in every client’s life. Our smart platform captures your session in the background so you don’t have to worry about missing an important detail of the conversation as you pay attention to contrasting body language. We create DAP-informed progress notes for you! Easily edit the content or add your own notes – during the call or after. It just takes a few quick clicks. Share therapy notes with a colleague for a peer review or simply remind yourself of each client’s session history and insights before your next session. -
43
WhatAVenture Innovation Platform
WhatAVenture
The online solution for your intrapreneurship and innovation programs. Ideas are precious, collect and manage them within your company using idea calls. Steadily evolve your business idea through a structured six-step process. From customer need to business model. Learn the tools & methods of entrepreneurs with compact video lectures. Get examples and inspirational content right before working on your own idea. All your teams in one place. Check project progress and collaborate easily. Explore new business opportunities and revenue streams. Prepare for the future with the right venturing approach for your corporate. Bring your idea to life. Validate your venture based on real market feedback, launch your MVP and get your first paying customers. Sustain growth beyond launch. Optimize every area of the business to enable fast-paced growth and deliver the value proposition at scale. -
44
Qwoach
Qwoach
Qwoach helps to eliminate the back office routine from your coaching business. It allows to manage coaching programs, keep track of sessions, billings, manage shared or private notes, manage agreements and e-signatures, files, forms, billing tracking and many many more. It has an inbuilt scheduler that connects to your google or outlook calendar to streamline booking of coaching sessions for your clients. Qwoach also includes a free personal portal for your clients secured with the latest industry standards. Automatically send your client a personalized welcome email as soon as they purchase from you with all the materials and legal docs included right in their inbox. All they need to do is to just click a link to sign a legal doc or to view materials. -
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Evallo
Evallo
Evallo is a tool that automates and centralizes core business operations so tutors and similar service providers can run smoother, more efficient practices with less manual work. It serves as an optimization layer for tutoring businesses by combining advanced calendar tools for schedule management, invoicing tools with flexible payment models, and CRM features in one place, helping users plan sessions, manage bookings, send automated reminders, and track payments without juggling spreadsheets or separate apps. Evallo also offers prepwork tools that support content management and practice resources, and it integrates with calendar systems and video meeting platforms to streamline workflows. It is designed to reduce administrative burden, improve client engagement, and support growth by handling repetitive tasks such as scheduling, payments, client histories, and communication from a central dashboard. -
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Bizplanr
Bizplanr
Bizplanr is an AI-driven web app designed to streamline the creation of professional business plans. It offers user-friendly interfaces and industry-specific templates, guiding users through each step with AI-powered content generation. Users can customize plans and collaborate in real-time. Additionally, it provides access to a library of resources, including templates and industry insights, making it an invaluable tool for entrepreneurs, startups, and small businesses aiming to craft compelling business plans efficiently.Starting Price: 0 -
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Plania
Plania
Plania is an AI-powered online business plan generator that enables entrepreneurs to transform their ideas into fully-fledged professional plans in minutes. It guides users step-by-step to input their business concept, industry, and objectives, then auto-creates a polished document that includes detailed market research, tailored strategies, financial-projection modelling, and branded visuals. Users receive editable content and intelligent suggestions for each section, enabling customization and alignment with best-practice formats, and can export their plan ready for investor presentation or internal strategy. With its intuitive workflow, Plania reduces the time and cost of drafting a full business plan compared with traditional consulting services, while generating both the narrative and supporting analytical tables via AI assistance.Starting Price: $99 one-time payment -
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Skedence
Skedence
Skedence is an all-in-one coaching platform designed to help trainers manage scheduling, payments, and client relationships in one system. It offers smart scheduling with real-time availability so clients can book sessions directly. Built-in Stripe payment processing allows coaches to sell packages, subscriptions, and collect payments automatically. The platform includes client management tools with attendance tracking and booking history. Coaches can also create group classes with capacity limits and waitlists. Business analytics dashboards provide insights into revenue, retention, and performance. With mobile apps for coaches and clients, Skedence simplifies operations and helps coaching businesses grow efficiently.Starting Price: $29/month -
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Business Sorter
Business Sorter
Business Sorter simplifies the entire planning and implementation process. Instead of having to start from scratch, content is provided for you to choose from. The simple card-sorting process helps you review your business thoroughly and condenses days of planning into a few hours. You can edit your plan to suit your situation, delegate tasks, and set timings and budgets. All the steps in your plan have tips attached, to help guide you and your team in areas you have less experience in. Businesses are up to 30% more profitable* when they plan and follow through. With your team focused on priorities, and full visibility over their progress, you can run your business more effectively and profitably. *Journal of Management Studies, USA; Cranfield School of Management and WarwickStarting Price: $10.00/month Small Team -
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PlanMagic Business
PlanMagic Corporation
PlanMagic Business provides you with a full package to complete your business plan and project your financials. The Advanced Edition (AE) offers offers 2 investor pitches, executive dashboard, state-of-the-art analyses and scenarios as well as an interesting Web marketing guide. •A well written business plan template (MS Word) •Fully automated close-to-reality financial projection application (MS Excel) •A PowerPoint presentation template for your business plan •An award-winning PowerPoint investor pitch deck beautifully prepared (AE only) •An online complete business (plan) guide that covers all related subjects •Several small but handy business tools Special features •Easy to use - Use of simple and understandable terms, clearly outlined. •Print wizard - Business financial printouts are pre-formatted in Letter, Legal or A4 paper size. •Sales tax - Financials handle US sales tax, VAT, GST or similar calculations. •Multiple currencyStarting Price: $138/one-year/user
