Alternatives to MSPCFO
Compare MSPCFO alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to MSPCFO in 2026. Compare features, ratings, user reviews, pricing, and more from MSPCFO competitors and alternatives in order to make an informed decision for your business.
-
1
ConnectWise PSA
ConnectWise
ConnectWise PSA, formerly ConnectWise Manage, is a robust business management platform made for companies that offer, service, and support technology. Trusted by more than 100,000 users, ConnectWise PSA offers a wealth of features that enables teams to achieve greater accountability, operational efficiency, and profitability. The platform comes with help desk, time tracking and billing, project management, account management, agreements, sales and marketing, procurement, and reporting tools. -
2
Jiminny
Jiminny
Jiminny is the world’s most loved Conversation Intelligence platform. AI captures & analyzes all your critical go-to-market insights and automates the data instantly to your CRM. We empower your team to drive more revenue with actionable insights and informed decisions. Conversation intelligence designed to be used and enjoyed by your whole business. Sell smarter, grow faster and win more deals. Jiminny empowers revenue teams to capture and analyze critical go-to-market insights across video, voice, and email. It helps reps automate administrative tasks, giving them more time to sell and improve performance. Managers gain confidence with actionable insights to develop their teams, while Executives trust the CRM as a source of truth for data-driven decisions and the launchpad for revenue growth. With fast onboarding, a seamless user experience, and ROI in under six months, Jiminny delivers the ultimate platform to power revenue intelligence across your entire business. -
3
NMIS
FirstWave
FirstWave’s NMIS is a complete network management system that provides fault, performance, and configuration management, performance graphs, and threshold alerts. Business rules allow for highly granular notification policies with many types of notification methods. NMIS consolidates multiple tools into one system, ready for Network Engineers to use. Scalable, flexible, open, and simple to implement and maintain, NMIS is the Network Management System that underpins the operations of over one hundred thousand organizations worldwide – making it one of the most widely used open-source Network Management Systems in the world today. FirstWave enables partners, including some of the world’s largest telcos and managed service providers (MSPs), to protect their customers from cyber-attacks, while rapidly growing cybersecurity services revenues at scale. FirstWave provides a comprehensive end-to-end solution for network discovery, management, and cybersecurity for its partners globally.Starting Price: $0 -
4
Zomentum
Zomentum
Zomentum is a sales acceleration platform built exclusively for IT Partners that combines pipeline management, proposal and quote builder, sales automation, and reporting & analytics to enable frictionless MSP selling. With Zomentum, you can create documents 70% faster, increase deal value by 600%, and convert 100% more often. Thousands of MSPs use Zomentum today to generate more revenue, shrink sales cycles, and make buying easy. We've helped our customers generate close to $100M in revenue. Our mission is to nurture a strong and trusted IT partner network, revolutionizing the IT buying process so it is more enjoyable and more human for the world's small and medium businesses.Starting Price: $99/month (up to 2 users) -
5
Syncro
Syncro
Syncro offers the first Extended Monitoring and Management (XMM) platform purpose-built for midsized MSPs and internal IT teams. The unified platform integrates RMM (endpoint management), professional services automation (PSA), and Microsoft 365 multi-tenant management to help organizations simplify operations, strengthen security, and scale profitably. Syncro delivers powerful automation, native AI capabilities, deep Microsoft 365 integration, and seamless support for 50+ third-party tools—enabling teams to reduce complexity, cut costs, and uncover new revenue opportunities. Its transparent per-user pricing model and commitment to continuous innovation make it an ideal solution for modern IT operations.Starting Price: $129 per user per month -
6
QuotaPath
QuotaPath
QuotaPath automates the commission process, building accountability and ownership for revenue teams as they manage and track variable pay. Teams that use QuotaPath gain visibility into commissions and forecasted earnings and see an increase in revenue and quota attainment, as a result. Sync your deal data and immediately feed accurate earnings calculations in the tool. QuotaPath is the only commission tracking software built for all of Sales, Finance, and RevOps. We’re automating commissions and increasing understanding of complex comp plans to fuel a more efficient and accurate sales process for teams. With CRM and invoicing data syncs and personalized dashboards, reps and leaders gain a deeper understanding of their earnings and more efficient end-of-month process. Forecasting makes it easy to see potential earnings from pipeline deals so reps know where to focus efforts.Starting Price: $15 per user per month -
7
People.ai
People.ai
Bring the full potential of your sales and marketing engine to life with truly actionable insights to accelerate pipeline generation and change the outcome of in-quarter deals. People.ai unifies all revenue activity data, and enriches every account and opportunity with next-generation insights that accelerate high-quality pipeline generation and improve the execution of every deal. Stay connected with every dimension of account engagement so the entire team knows exactly who is engaged, and where the opportunities are to accelerate pipeline and expansion. Understand the impact every person and activity have on the progression of a deal, and deliver actionable recommendations to improve rep performance. Our data platform breaks down data silos and uses patented AI technology to connect the dots between buyer engagement and seller performance – with insights that make your entire Revenue Engine smarter.Starting Price: $50 per user per month -
8
Clari
Clari
A Revenue Operations Platform that accelerates revenue results. Automated CRM updates? Check. Time series analysis? Check. But Clari is much more than innovative features. By combining revenue intelligence with forecasting and execution insights, Clari solves your real problem—efficiently and predictably hitting your targets, quarter after quarter, year after year. Purpose-built to drive more predictable revenue, Clari’s Revenue Operations Platform takes previously untapped data—from email, CRM, call logs and beyond—and turns it into execution insights for your entire revenue team. Clari backs up human intuition with AI insights, so your team can forecast with newfound accuracy and foresight—using a consistent, automated process that flexes to manage every business in your company. Harvest valuable activity data from reps, prospects and customers so you always know what’s going on in your deals, your teams, and in your business. -
9
Braavo
Braavo
Grow your app business with confidence. Revenue-based funding and analytics for growing mobile apps and games. Our funding solutions are fast and convenient. No due diligence required. View aggregated revenue and ad spend for all your apps across iOS, Android, Stripe, and more. Get early access to your earnings in the app store so you can execute on growth plans now. Scale user acquisition or optimize product performance to drive revenue without using equity. Hundreds of millions funded to high-potential apps from startup to massive scale. We’ve built a robust platform providing the best customized funding solutions that scale with you. Braavo clients are partners. You’ll always get the support you need, every step of the way. Growing an app business is hard. With over 5 years in the market, we get it, and we will help you succeed. Sustainable funding means all stakeholders are winners, capital providers, founders and their teams using that capital.Starting Price: $99 per month -
10
ScalePad Cognition360
ScalePad
ScalePad Cognition360 transforms ConnectWise PSA ticket data into powerful, predictive business intelligence designed specifically for managed service providers. It offers over 130 interactive, drill‑down reports and benchmarks that surface root‑cause insights related to profitability, technician efficiency, ticket dynamics, project performance, agreement renewals, and more. By offloading reporting to a dedicated data warehouse, Cognition360 minimizes impact on production systems while enabling historical trend analysis and “what‑if” forecasting. Built-in machine learning and AI provide predictive analytics, allowing MSP executives and vCIOs to identify capacity constraints, hidden cost drivers, client-level profitability, and operational bottlenecks, often resulting in a 10–15 % increase in profitability. Integration is seamless for ConnectWise Manage users, requiring minimal setup and leveraging existing Power BI licenses for accessible report visualization.Starting Price: $449 per month -
11
SellScience
scaleMatters
Eliminate Waste. Unleash Growth! scaleMatters uses BI and data analytics to deliver massive efficiency gains in sales and marketing for SaaS and subscription businesses. Identify and eliminate your wasteful sales and marketing spend. Reduce your Customer Acquisition Costs by 25%-75% (proven). Redeploy capital towards growth or profitability. The Problem ~50% of sales and marketing spend by SaaS companies is completely wasted. Here's how it happens: Starts with Bad Data and Processes. Poorly configured sales and martech stacks are a breeding ground for garbage data. Bad Data Fuels Poor Decisions. Without the good data and insights to inform decisions, scattershot sales and marketing occurs. Results in Rampant Inefficiencies. Precious time/capital burned on poor performers, process friction points, low yielding strategies, etc. The impact systemic sales and marketing waste drives up CAC and suppresses revenue growth. Status Quo is No Longer an Option. -
12
Sera
Sera
Many HVAC, plumbing, electrical and other home service businesses leave money on the table from incorrect pricing and inefficiencies. Effortlessly identify pricing and efficiency gaps in your business, adding more money to your bottom line. Field service management software that ensures the jobs field service businesses complete are profitable. Sera is laser-focused on ensuring you beat the industry average of 8% profit with live job time efficiency tracking. Clients have shown an average of a 52% revenue increase compared to their previous FSM solution within the first six months of usage. Generate bigger tickets, dispatch more efficiently, automate service agreements, customer history, and more. Keep your plumbing jobs on track, your customers informed, and give your crew the job details they need, on demand. Schedule jobs efficiently, optimize routes, and send quotes and invoices by text with our electrical software. -
13
Line Item
Ironbridge Software
Boost profitability and drive growth across your e-commerce portfolio with better business intelligence. Line Item empowers you with a single tool to gain fresh insights into what’s driving your sales – or holding you back. Use it to improve search results and easily drill down into every aspect of your e-analytics and product attributes. Master your market with insights to grow revenue, improve profitability, and build your brands. LINE ITEM HELPS YOU TO: optimize search results, identify new or unknown competitors—foreign and low-priced, identify “robotic” pricing activity, verify item pricing, ensure descriptions and images are correct and consistent, identify third-party activity. Understand what’s working for your brands—and what’s holding you back: Are you getting your share of page one? Are your descriptions and images keeping you off page one? Are your items overpriced? Are your reviews letting you down? Answer in depth questions questions quickly with Line Item insights. -
14
MSPDarkIntel
MSPDarkIntel
MSP Dark Intel is a specialized dark web monitoring platform built by MSPs for MSPs, designed to help managed service providers protect their clients and generate recurring revenue. It monitors over 500 billion breached assets in real time, providing immediate alerts for compromised credentials and detailed breach reports. The platform supports multi-client management through an intuitive dashboard and integrates seamlessly with popular tools like ConnectWise, Autotask, Microsoft 365, Slack, and Teams. MSP Dark Intel offers unlimited prospecting scans and reports, helping MSPs identify and convert new clients easily. With no long-term contracts and month-to-month billing, it provides flexibility and minimal overhead. Thousands of MSPs use this platform to boost client retention, grow predictable monthly revenue, and deliver critical cybersecurity services. -
15
Gradient MSP
Gradient MSP
Because accurate billing matters - now more than ever! Our Billing Module, Gradient Synthesize lets you: * Synchronize usage data direct from vendors (80+ vendors have either integrated or are in our development pipeline) * Intuitively review and approve changes * Quick and easy write-back to your PSA (we connect to 8 of the top PSAs with more coming) * Instant insights on revenue and profitability per service (discover cash cows and zero in on under-performing offerings) * Import usage data from any CSV and save profiles for future use Get a standard integration and use the platform for FREE or upgrade to Pro ($99/month) and access unlimited vendor integrations. Gradient partners save 10+ hours on billing reconciliation tasks every month and uncover thousands in unbilled revenue.Starting Price: $99/month -
16
Fiabee
Tuso Technologies
Launch the Fiabee Value Added Service under your own brand to attract and retain your customers. Offer our service as if it were yours. Granular control over the content and permissions granted to users across all of their mobile and desktop devices, enabling secure mobile collaboration on the go. Extend the platform by integrating with other cloud processes, and empower your developer community by developing applications integrated with the Fiabee platform. Fiabee can be provided as Software-as-a-Service (SaaS) through Amazon Web Services (AWS) or it can be implemented in the operator's own cloud. Fiabee is a new value-added service. It can generate a new source of income for Telecom Operators and Service Providers by providing very effective mobile collaboration solutions in the cloud, and at a much lower cost of implementing Hardware and Software in-house. The "revenue sharing" and "pay as you go" models make launching the service fast and with very low risk. -
17
TrueChoice
TrueChoice
Headquartered in New York, TrueChoice Solutions is the leader in real-time preference measurement. Used by many forward-thinking FORTUNE Global 1000 clients, the TrueChoice™ Predictive Selling Suite is based on patented econometric technologies that for the first time allow companies to precisely quantify the preference structures of individual customers and employees in real time. TrueChoice significantly improves the customer experience, boosts sales lead generation, and measurably increases the profitability of every transaction. TrueChoice Solutions’ on-demand customer insight solutions help our clients to better understand customer needs, purchase behavior and purchase preferences and give a “forward view” regarding trends in the marketplace. Our insights help clients to strengthen customer relationships and to drive marketing strategy, innovation and new product development. -
18
INFOFISCUS
Infometry
Financial planning and budgeting is no longer a daunting task. Most scalable finance dashboards, scorecards and advanced analytics solution. End to end solution for end to end organizational analytics. Automation and scheduling of file transfer is a click away. Supports team drive and shared drive. Create, delete or update files. Permission access control and comment replies. Automated data transfers. Cloud based comprehensive analytics solutions for finance, sales operation and supply chain. Infometry is a world-class technology and Data Management Solutions, an analytics solutions provider focused on delivering solutions for data warehouse implementations, enterprise performance management (EPM), business intelligence (BI), big data analytics, predictive analytics and enterprise search, and text analytics. Our guiding principles steer us in our mission to help clients realize their full potential by delivering business insights to increase profitability, and revenue. -
19
OneInsight
OneInsight
OneInsight is built to deliver the richness of customer data created with Marketo into any sales environment, thereby opening up true marketing & sales integration for any Marketo-powered organization. OneInsight delivers complex information through a simple UI. Letting your sales team immediately identify the best-qualified customers – saving precious time. Built to deliver the full potential of Marketo to sales and truly unlock marketing & sales alignment in organizations — all done at the speeds necessary to make decisions in step with your customers. If information alone is not enough to close a deal OneInsight provides your Sales team with the possibility to reach out directly to your customers. OneInsight leverages Marketo’s Best Bets to identify exactly those people who will give your sales team the best chances of creating revenue.Starting Price: $30 for 5 seats per month -
20
Sidetrade Augmented Revenue
Sidetrade
Augmented Revenue uses Sidetrade’s AI assistant, Aimie, to predict customer behavior and the best actions needed to retain customers and grow sales to them. Increase customer lifetime value by driving more upsell and cross-sell revenue with targeted offers and campaigns. Augmented Revenue uses predictive analytics to help organizations understand their customer behavior and proactively take action to retain customers and grow sales to them. Sidetrade’s AI, Aimie analyses real-time data to understand patterns of behavior, then makes recommendations to increase customer loyalty and to uncover additional sales opportunities. She uses Sidetrade’s proprietary algorithms to predict customer churn in the coming months. Based on this insight, you can model revenue at risk from customers likely to leave you and take proactive steps to retain them. Augmented Revenue also predicts the best offer or action most to succeed in upsell and/or cross-sell to your existing customers. -
21
Vertify
Vertify
Don’t Take Your Data For Granted. Use Revenue Operations Intelligence. Accelerate time to revenue and increase new customer acquisition with Vertify. Connect your revenue platforms. Complete automation, no coding required. Real-time data connection. Access to 170MM+ B2B ideal customer contacts. Improve inbound leads with webform optimization. Automatically clean B2B contact data. Replace spreadsheets with automated impact reports. Retain more and target better. Create a faster time to revenue. Stop using 5+ different revenue applications to build reports. The fact of the matter is you’re not looking at the complete picture. You’re killing productivity and revenue. Vertify RevConnect is a no-code solution that can seamlessly connect any system and give you complete control over data standardization and data flow. Teams are aligned and collaborating to identify the best opportunities to drive faster time to revenue through smart marketing and targeted sales.Starting Price: $460 per month -
22
Startly
Startly Labs
Startly is an all-in-one IT Service Management (ITSM) and Professional Services platform built by IT professionals for IT professionals. Designed for service delivery organizations, it unifies project management, service desk, asset tracking, and financial management in a single solution. Startly helps teams streamline operations, resolve tickets faster, and monitor profitability—all while maintaining customer satisfaction through real-time SLA tracking and surveys. The platform includes a CMDB, change management, and knowledge base tools that enhance operational visibility and compliance. With measurable results like 80% faster project completion and 85% lower application costs, Startly empowers IT businesses to operate efficiently and profitably. Simple to deploy and easy to scale, Startly is the smarter way to manage IT services end to end.Starting Price: $8 per month -
23
N-able MSP Manager
N-able
You’re in this business to make money (and to provide outstanding IT service). Yet, too often, help desk software eats into profits by tying engineers up in overhead. N-able MSP Manager™ breaks this pattern by giving you the ability to capture the critical elements you need without bogging you down in minutia. MSP Manager helps you provide value that keeps your clients. Access all of your customer knowledge from one IT service management system. Make life convenient for your customers with your own brandable customer portal. Keep on top of your business’ health with crystal-clear dashboards and reports. Solve issues fast while onsite with our MSP Manager mobile app. Simplify logistics with easy and quick scheduling. Capture the essentials with quick ticketing that lets you get back to work. Every non-billable moment an engineer spends adding unnecessary details on a ticket costs your business. And over time, those costs can really add up. -
24
Outreach Commit
Outreach
Outreach Commit (formerly Canopy) connects, analyzes, and actively monitors every data point across your revenue team. Ensuring that every revenue leader has the answers they need to drive predictable revenue growth. Streamline your forecasting process while monitoring and measuring variance to drive constant improvement. Drive productivity and results through individual assessments, improvement tracking, and notes. Answer key questions around trends, risks, and past performance through snapshot reporting for any period and any subset of data. Gain the visibility needed to confidently call your business while keeping your managers focused on what matters most. Reduce the manual analysis and focus on the bigger picture. Provide your teams with the answers they need in real-time. Identify the key opportunities for improvement and measure the ROI of every initiative you roll out. Stop playing from behind and proactively drive every sellers productivity and revenue attainment. -
25
SalesChoice
SalesChoice
An AI app on Salesforce for B2B sales that increases win rates, reduces cost of sales & improves Salesforce adoption. SalesChoice is the easiest and most comprehensive AI insights platform for sales analytics that has won over 17 industry leadership awards and promises to end revenue uncertainty and sales inefficiency for B2B sales teams. - The easiest to use: Game-changing insights appear in your CRM, right in your reps’ and managers’ existing views. They are so clear and easy to see they require absolutely no training. - The most comprehensive: Only SalesChoice reveals all the essential views and next-step best actions needed to guide you and your sales team across your entire revenue operations. “SalesChoice better targets best opportunities that are likely to win & avoid deals that have low odds of closing.” – 2020 Sales Mastery AI for Sales Solutions GuideStarting Price: $50/month/user -
26
SyncMonkey
SyncMonkey
EMPOWER YOUR MSP WITH SyncMonkey. What is SyncMonkey? SyncMonkey is a secure, versatile and easy-to-use documentation management platform designed by industry experts. SyncMonkey’s goal is to simplify your MSP’s day to day operations. SITES & COMPANY DETAILS. A repository of all locations that a client has, this section contains only the essential information a technician needs to reach out to the client: phone number, primary contact, address, and website. Empower your MSP Clients with the Client Portal. Created as a way for your clients to view and manage their own credentials and documents, the Client Portal also allows administrative contacts to access all their employee credentials and update and maintain their payment information and invoices. Notifications. SyncMonkey keeps track of all your current software license agreements, employee birthdays, domains and more, and then notifies users whenever an item is close to expiring. This feature helps your company stay -
27
revVana
revVana
The only platform dedicated to plan and maximize revenue. revVana is the first platform that standardizes your view of revenue across CRM and financial applications by providing a single source of truth for all sales commitments and automatically creates associated revenue plans. The constant question “Why are we not seeing the revenue we expected?” can now be answered — and more importantly, corrected. With revVana Plan, you can instantly forecast revenue from your open and closed sales commitments over time within existing CRM systems that fall short when converting sales into revenue forecasts. revVana’s flexible revenue scheduling engine automatically creates forecasts at the account, opportunity, or any other sales level from your CRM data. revVana Insights lets you easily analyze, compare, or contrast your planned sales commitments against changes to those commitments, as well as other scenarios such as actual revenue, corporate budgets and sales quotas. -
28
Accelo
Accelo
Accelo is used and loved by professional service businesses around the world to manage their client work, profitably. The end-to-end cloud-based platform manages all aspects of client work delivery, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing and more, regardless of where you are. With an emphasis on time and money, the client work management platform gives you a holistic view of your most up-to-date business data and financial performance. Having client communications, activities and work centralized in a single platform, you always know where things are without having to ask for a status update. Accelo streamlines workflows and increases efficiency across the business and teams to enhance visibility and coordination, helping leaders to run the business and professionals to focus on the most important work. By harnessing powerful automation, managers are enabled to deliver projects on-time and within budget with ease.Starting Price: $24 / User / Product / Month -
29
Datto Endpoint Backup
Datto, a Kaseya company
Datto Endpoint Backup is designed for MSPs to protect their clients’ Windows servers, virtual machines (VMs), cloud instances, desktops, and laptops from downtime and data loss. Designed to maximize MSPs’ profits, it enables quick recovery of entire systems and data if downtime or cyberattacks occur. Although implementing backup for every Windows endpoint is paramount for any organization, it should not break the bank for either MSPs or their clients. Now you can back up all Windows systems, in primary data centers, at remote or distributed locations, in VMs, in any cloud, in the offices, or with remote employees, and leave no workload behind. At Datto, we set out with a vision many years ago to create a world where data loss and downtime are nonexistent and where backup is a necessity, not a luxury. Datto Endpoint Backup enables MSPs to provide reliable and cost-effective backup services for all Windows endpoints, ensuring profitability for MSPs and affordability for clients. -
30
Firm58
Firm58
Manage billing, payments, compensation, positions and client commission agreements across asset classes, including equities, futures, options, foreign exchanges and fixed income. Enterprise notifications to communicate important information, monitor responses and verify staff safety. Stay in the know with just-in-time sales & marketing intelligence to increase customer engagement and grow revenue. Understand what’s transpiring in the media, identify pathways to influence key stakeholders and improve operational decision making. Daily visibility into revenue streams and shortening of the billing cycle, resulting in improved transparency, more satisfied customers and faster payments. In-depth analytics to drive better decision-making, leading to increased profitability, including the ability to verify monthly execution invoices and other features, down to measuring the effectiveness of a specific region, desk or even trader, and the profitability of each client. -
31
IntegriBill
Sandy Beaches Software
IntegriBill, our 5th generation telecom billing and customer service application, was built to increase voice providers' profitability by meeting regulatory compliance requirements, improving productivity, minimizing fees and taxes, reducing churn and providing best in class management tools. All this has been accomplished by listening to our clients for more than 30 years. A few of the many features the application offers include: • Invoice Creation • Fully Integrated Tax Engine • Tax Mapping assistance • Jurisdiction determination and rating of call detail records • RESTful API • Traffic Analysis for Federal Universal Service Fund minimization • PIU Adjustments • Proper taxation of bundled sales items • White Label billing • ACH / Credit Card integration • Tax Exemption tracking SBS ensures that subscribers’ invoices are always in compliance with taxing authorities, including the assurance that your clients aren’t overpaying for telecom taxes.Starting Price: $760.00 -
32
Propel Your MSP
Propel Your MSP
Powerful MSP IT Roadmap App for vCIOs. Create 5-Year client IT Roadmap plans with accuracy and speed using continuously updated warranty, purchase date and end-of-life information. Better plan for upcoming projects, agreement changes, asset replacement, warranties, etc. Prepare quarterly reports for QBRs in a fraction of time. Allow clients to budget ahead with accurate plans for cloud, hardware, software and services. Generate reports, budgets and summaries for quick review customized with branded colors, logos, etc. Find help features in the product for ease-of-use and ongoing support.Starting Price: $79 per month -
33
Liongard
Liongard
Standardize, secure, and scale your IT managed services. Unleash your team to operate at 10x with Liongard, the only automation platform that gives you complete visibility across the stack, so you can manage modern IT with confidence. Still manually logging in to manage Internet Domains, SQL Servers and every system in between? Unify systems in Liongard to audit historical data, see critical changes, set proactive alerts and report across the IT stack. Onboard customers faster and monitor system changes daily with Liongard's unified automation platform. Onboard customers faster and monitor system changes daily with Liongard's unified automation platform. Unlock data with Liongard for periodic business reviews, scoping new projects and converting customers to Managed Services. Make every aspect of running your MSP more efficient, profitable and secure – from how you assess potential customers to how you protect their systems. Liongard automates the process and minimizes human errors.Starting Price: $29 -
34
Silverfin
Silverfin
Real-time data. Automated compliance reporting. Great collaboration. And the tools you need to create new revenue from advisory services. Silverfin connects with your clients’ bookkeeping and financial systems to bring you all the data you need – whatever the source. We automate your compliance accounting workflows, improving your speed, accuracy and profitability. Then our powerful analytics and reporting tools give you the data and insight you need to be your clients’ most trusted advisor. Connected accountants have four sights. As you achieve each sight your firm, team and clients are more connected. More productive. Can develop new services. Improve competitiveness and secure more revenue. Look back with confidence. Standardize and automate compliance and reporting for all your clients. Liberate your team from number-crunching and give them more time for advising clients. -
35
Coyote Analytics
Coyote Analytics
Analyzing your profits and expenditures is the only way to ensure your law firm remains profitable. Reduce or even eliminate the possibility of human error by incorporating an intuitive, fully-integrated, and accurate financial reporting system with reliable law firm account software. This gives you the opportunity to recognize which areas of your law firm are performing best, and others that could use some improvement. Establish, manage, and meet your firm’s financial goals by tracking the profitability of the firm as well as for timekeepers, practice areas, and client matters. Capture more time and maximize accuracy with efficient ways to reduce revenue loss while meeting growing client needs. Meet your firm's financial goals by streamlining payables, reducing user error, and identifying profitable practice areas. Spend less time on administrative tasks and more time practicing law by optimizing your workflows. -
36
Introhive
Introhive
Put your business data to work with Introhive’s revenue acceleration platform. No matter what your data struggles are, trust Introhive to do the job. Introhive transforms your messy data into real insights and opportunities, delivered directly to your revenue teams when and where they need them. Automate CRM data entry and spend more time growing your business. Cleanse customer and prospect data on demand to fuel revenue growth. Reveal new sales opportunities across your existing business relationships. Guide data driven decisions to shorten sales cycles and increase win rates. Enable your management team with the data and insights they need to lead, coach, maximize employee productivity, and drive predictable revenue. Maximize campaign performance with a finely tuned marketing database of 5-10X more contacts that are fully enriched and maintained in real-time. -
37
Timestamp
Timestamp
One click project tracking that you can act upon, and your clients will love. Easy cost, revenue and profitability analysis. Getting answers to the above questions can be time consuming, repetitive and error-prone. But they are questions that need answering on a daily basis to avoid falling in to the common trap of not charging enough for projects through lack of visibility or poor estimation (or both!) Import or track your time and expenses and let Timestamp do the number crunching, giving you the real-time answers you need. Cost, revenue and profitability reporting helps you figure out what makes you profitable, what processes need improving and ultimately saves you time and money. Let's face it, timesheets can be a chore. Making time entry as easy as possible, from any device reduces the burden on you and your team. Simply start typing or use a mouse. Need to track time down to the minute? Quickly start a timer. All are accessible from one elegant interface. -
38
Forecastable
Forecastable
Sales Acceleration software can help you build sales, drive revenue acquisition and retention by giving you the tools you need to “work the account” by improving both your systems and your process. The longer you wait, the more time for different stakeholders to form political camps. You MUST move quickly to have the greatest chance of closing. Provides more control of deals through advanced account planning and opportunity management. You know what next steps to follow, who’s involved and key deal activities to be completed. Build sales by ensuring your deals are closed as quickly as possible. As a sales leader, you’re challenged with maximizing revenue production. To build sales, you must empower your teams to create more opportunities, increase win rates, and shorten sales cycles. As stakeholders begin responding, it’s important to strategize with your teammates around messaging and positioning. -
39
Skale CRM
Skale
Measure & Track your sales and business to speed into growth. Brokerage firm goes from 6 to 600 sales staff in 12 months by streamlining the sales process using Skale Customer Revenue Management Platform. Automate client interactions to lower acquisition costs. Keep your clients' information safe so you can sleep at night. How to increase revenue from $2M to $8M in 12 months using an in house sales team without compromising on security, privacy and risk. Track compliance and regulatory needs to stay stable. Instead of spending 1-2 days every month, spend less than half an hour each week with Skale Customer Revenue Management Platform internal audits. With the Skale Forex CRM you have everything under one roof to start trading right away. Marketing, sales & retention, fully transparent MT4 integration, PSPs and many other start of the art FinTech tools. The Skale CRM is highly customizable ready in hours instead of days, maximizing profits, minimizing risk.Starting Price: $39 per user -
40
Followup CRM
Followup CRM
Followup CRM is a simple sales and project management CRM built for construction companies that will give you visibility into your team’s activity, allow you to report your progress internally, and open up channels for transparent collaboration across teams. In other words, exactly what you need to take the next step as a successful business. Convert won opportunities to projects seamlessly without losing any data. Track milestones, manage processes, and integrate with external systems to ensure on-time delivery and happy customers. As every business knows, winning a client is only the beginning. Keeping everyone involved aligned in delivering the product or service, is the most important part of any customer relationships.Starting Price: $55/user/month -
41
Kaseya Quote Manager
Kaseya
Revolutionize sales with Kaseya Quote Manager. Transform your sales process. Streamline quoting, procurement and boost revenue. Your strategic advantage in sales awaits. Unlock unprecedented profitability with our intuitive cloud platform, enabling all staff to effortlessly quote and sell, driving MSP success. Our intuitive drag-and-drop editor streamlines quote creation, ensuring polished, branded quotes. Say goodbye to the 20-minute ordeal – a time-saving solution for MSPs. Enhance efficiency, reduce rebuilds and expedite sales with modern electronic quotes. Say goodbye to manual, time-consuming hardware procurement. Our automation eliminates rework, streamlining the process for greater efficiency. While traditional tools lack electronic ordering, we offer this modern solution to reduce manual steps and supercharge your productivity. -
42
Harpoon
Harpoon
Meet Harpoon, the forward-looking time-tracking and invoicing software that not only records your financial past, but also helps you plan and forecast a profitable future. Harpoon helps you set, track, and achieve a yearly revenue goal for your business. Hitting this goal means your expenses are covered, salaries are paid, and your business is profitable. You'll have peace of mind knowing exactly when and where to schedule new client projects from month to month as you stay on track to achieving your yearly revenue goal. Harpoon automatically tracks your team's project activity and converts it into an accurate forecast of your expected revenue. You'll see at a glance how much revenue your business can expect to generate, when it will be collected, and how that revenue affects your yearly and monthly goal progress. Harpoon helps you determine the potential value and cost of a project before the project even begins.Starting Price: $19 per month -
43
Perenso Trade Show
Perenso
Increase event success with Perenso's all-in-one event software solution which specializes in complex B2B ordering requirements. Covering pre-show, at-show and post-show requirements, Perenso Trade Show features enable more effective event marketing, reduced administration burden, easier live show sales, and better show intelligence. Combine with Perenso Cloud Show, a virtual trade show platform, to reach more customers, grow your revenue, and protect your business. Features include event registration, ordering, mobile event app, lead capture, content management & sharing, vendor negotiations, integrations, and reporting & analytics. Whether it's an in-person event, a virtual trade show, or a hybrid event - we've got you covered. -
44
TrustSphere
TrustSphere
TrustSphere is the widely recognized market leader in Relationship Analytics or organizational network analysis. It helps organizations leverage a most valuable asset, their collective relationship network. By analyzing log data from enterprise communication and collaboration systems such as email and using advanced data science and machine learning, TrustSphere builds and maintains an enterprise’s own relationship graph. Leveraging the science of Organizational Network Analysis (ONA), TrustSphere measures the relationship capital of individual employees, of teams and of organizations as a whole. This rich set of analytics surface insights which help our clients across the globe address key business challenges including workforce productivity, sales force effectiveness, enterprise-wide collaboration and Diversity & Inclusion. Current uses of our workforce analytics solutions include measuring the impact of leadership development, identifying high potentials, and more. -
45
Kluster
Kluster
If you want a platform that is designed by a handful of people at one company, go with someone else. But if you want a platform that is updated daily with the workflows your peers use to beat target, get in touch. Embed forecasting processes from sales reps up to leadership, and augment with multiple AI and analytical methods for crystal clarity. Ever been alerted by your bank about that large purchase you just made? We do that for changes in activity and pipeline that will impact next quarter's revenue. Want to dig into the data? Use interactive tools to engineer your perfect outcome, and assign KPI targets to your team to track real time progress. Stop spending your evenings with screenshots and PowerPoint. Report to management, and have your team report to you, with real time interactive dashboards. Community-designed best practice for every person in the revenue function. -
46
ConnectSecure
ConnectSecure
ConnectSecure is an all-in-one SaaS vulnerability and compliance management platform built for managed-service providers to secure client environments, manage risk, and scale security services profitably. It performs continuous vulnerability assessments and asset discovery across networks, servers, endpoints, cloud services, web apps, and external infrastructure; it includes both agent-based or “probe/lightweight” scanning and external attack-surface scanning. It identifies open ports, misconfigurations, out-of-date software, exposed systems, cloud-environment risks, and web-application vulnerabilities, surfacing over 230,000 known CVEs, daily updated from public vulnerability databases. ConnectSecure also automates patching for many applications, offers compliance-management tools aligned with major frameworks (e.g., GDPR, HIPAA, PCI DSS, CIS, NIST, ISO), and delivers continuous monitoring of cloud, on-premises, and hybrid environments. -
47
SetSail
SetSail
Unlock your sales team's potential with the power of machine learning. First, SetSail automatically captures and enriches your customer and activity data so that your team doesn’t have to. We then build a unique machine learning model for your business, which calculates account/deal health using the CRM data and communication sentiment, leveraging the latest natural language processing (NLP) techniques. Our models prioritize objective signals, such as sentiment in customer conversations, over self-reported measures like deal stages. Powered by the machine learning engine, SetSail surfaces insights that allow reps, managers, and executives to view pipeline health in real-time. This powerful tool can break down data by rep, deal, account, and conversation topic to identify performance issues and deal blockers. Pinpoint and fix areas of weakness before they hit your bottom line. -
48
Naoma
Naoma
Naoma is an AI-powered sales analytics platform designed to enhance revenue growth by providing a comprehensive dashboard, call scoring, transcripts, summaries, and coaching insights. It serves as a sales control panel where users can monitor revenue progress, leads, deals, conversions, and other key metrics. Naoma evaluates up to 100% of sales calls, analyzing each interaction and offering real-time recommendations for improvement. It automatically identifies customer objections and competitor mentions from dialogues, enabling users to adjust scripts and address them more effectively. With AI coaching, Naoma pinpoints sales team strengths and areas for growth, delivering actionable feedback for easy implementation. Trained on over 500,000 minutes of labeled sales calls with input from leading sales professionals, Naoma offers a fine-tuned AI model for sales.Starting Price: $69 per month -
49
sales-i
SugarCRM
sales-i is sales enablement software designed to increase your sales efficiency and effectiveness and make every conversation more insight-led and profitable. Gain better insights to make smarter decisions with our award-winning software for wholesale, distribution and manufacturing companies. With complete visibility into the inner workings of your business and customer base, you’ll have unmissable cross and up-selling opportunities on tap, fast insight into any changes in customer spend and truly delighted customers. -
50
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
