Alternatives to Rocketlane
Compare Rocketlane alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Rocketlane in 2025. Compare features, ratings, user reviews, pricing, and more from Rocketlane competitors and alternatives in order to make an informed decision for your business.
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1
SuperOps
SuperOps
SuperOps is a future-ready, unified PSA-RMM platform for fast-growing MSPs. Powered with the goodness of AI and intelligent automation, SuperOps is packed with all the features and tools that a modern MSP needs, including project management and IT documentation. MSPs no longer need to toggle between tools to manage different pieces of their work. With SuperOps, MSPs can break free from disjointed, legacy tools and experience a platform that’s built for the cloud and designed to make MSPs’ work and life easier. -
2
Shift
Shift Technologies Inc.
Shift is the first fully customizable browser that empowers you to make the most of your life online. Shift allows you to drag and drop apps, bars, and controls, to create a central hub that adapts to however you work. Sign into 1,500+ web apps, swap instantly between Spaces for work, side hustles or personal browsing, and stay logged into multiple accounts at once. In addition, Shift is proudly pioneering carbon-neutral browsing as part of its promise to reimagine what browsers can do—not only for users, but for the planet. Founded in 2016 in Victoria, British Columbia, Shift is a Certified B Corp within the Redbrick portfolio. Key capabilities & features - Build your browser: Create a custom layout for how you use the internet. - Create Spaces: Create separation between work, side hustles, and passion projects. - Integrate Apps: Add web apps to Shift to customize its capability. - Templates: Choose from 6 different layouts to build on. -
3
Pipefy
Pipefy
Pipefy is the AI-enhanced process automation platform that conserves IT resources and empowers business teams to build and deploy up to 85% of workflows — no coding knowledge or third-party specialized services firms required. Standardize, streamline, and connect workflows for better end-user experiences and faster business results. Key features include a built-in security suite and a flexible no-code framework for faster deployment and lower implementation costs. Minimize process complexity and expensive stack sprawl with connections to 300+ apps and systems out of the box, and HTTP/HTTPS to integrate Pipefy with everything else. -
4
Process Street
Process Street
Process Street is an AI-powered compliance operations platform that automates complex workflows, enforces standards, and tracks audit data in real time. Teams use it to create structured SOPs, assign tasks, collect data, and monitor execution with intelligent oversight. From onboarding and audits to vendor management and document control, Process Street ensures every step is followed and every action is logged. Built for regulated industries like financial services, healthcare, and manufacturing, it supports frameworks such as ISO, SOC 2, SOX, and HIPAA. With role-based permissions, audit logs, and powerful integrations, Process Street replaces static documents, spreadsheets, and manual processes with a single automated system of record. Use AI to streamline approvals, catch risks early, and generate audit-ready evidence. Trusted by teams at Cargill, DoorDash, Farmers Insurance, and Hartford Healthcare. -
5
WebCatalog Desktop
WebCatalog
WebCatalog Desktop is our flagship product, built alongside Singlebox, a privacy-first multi-account browser, and Switchbar, a smart link handler that lets you choose which browser or profile to open links in—bringing even more flexibility and control to your digital workspace. WebCatalog Desktop is an all-in-one platform designed to help professionals and teams organize and manage all their web apps and accounts on Windows and macOS. It lets you transform any website into a standalone desktop app, eliminate browser tab overload, and easily switch between multiple accounts for the same service without constant logins. Each app runs in its own secure sandbox, safeguarding your data and preventing cross-site tracking. With unified notifications, customizable layouts, workspace grouping, and cross-platform sync, WebCatalog Desktop delivers a seamless, organized, and distraction-free digital workflow. -
6
Kantata
Kantata
Kantata PSA, formed by a merger between Mavenlink and Kimble Apps, is a powerful collection of operational management, resource optimization, business intelligence, integration, and workflow automation functionality that optimizes resources and elevates operational performance. A resource-first architecture, Kantata enables services businesses to field the best team, every time and see up-to-the-minute progress against timelines and budgets so projects run smoothly, predictably, and profitably. Kantata is purpose-built to help consultancies and professional services organizations with 50 to 5000+ employees. -
7
Moxo
Moxo
Moxo’s service orchestration platform transforms complex B2B relationships into seamless experiences. Business processes often fragment across departments, clients, vendors, and partners, creating inefficiency and risks. Our platform streamlines these workflows—turning disjointed experiences into smooth, efficient operations that reduce costs and enhance client satisfaction. Moxo accelerates critical processes including client onboarding, document collection, and exception handling. The results: faster completion times, reduced compliance risks, and superior client experiences. Leading institutions across financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas —trust Moxo to orchestrate their mission-critical business relationships. -
8
Wrike
Wrike
Wrike’s powerful work management platform enables distributed teams to collaborate in real-time on complex projects. Our versatile, cloud-based software is trusted by top tech companies across the globe, including Siemens and Fitbit. Wrike’s award-winning features include cross-tagging, custom item types, dynamic request forms, and automated workflows. With our 400+ app integrations, you can streamline tasks and keep all your favorite tools in one place. Experience the power of voice commands and smart replies with our Work Intelligence™ software. We also offer pre-built templates designed for specific teams, helping you kick-start your sprint planning, manage Agile projects, assess risks, and adapt to unforeseen changes with ease. Worried about keeping your data secure in the cloud? No problem! Our enterprise-grade security boasts 99.9% uptime, as well as continuous data backup, user authentication, role-based access control, and data encryption. Start your free trial today.Starting Price: $10 per user per month -
9
Collaboard
IBV Solutions
Collaboard is a cutting-edge online whiteboard platform designed to revolutionize real-time collaboration. Whether you're engaged in remote or hybrid work environments, Collaboard elevates the productivity, creativity, and interactivity of your online meetings and workshops. Take advantage of an infinite virtual canvas filled with an array of dynamic tools and features. Populate your workspace with sticky notes, images, documents, and videos, or use our robust selection of templates to kickstart your creative process. For meeting or workshop facilitators, unique capabilities such as presentation mode, voting options, and intuitive drawing and sketching tools bring added versatility to your sessions. The platform is fully GDPR-compliant and offers hosting options within Europe and Germany. For enterprise customers, Collaboard can be self-hosted on-premises or in any cloud environment.Starting Price: €0/user/month -
10
Omnissa Horizon 8
Omnissa
Elevate the digital workspace experience with the efficient and secure delivery of virtual desktops and apps from on-premises to the cloud. Horizon 8 is a modern platform for secure delivery of virtual desktops and apps across the hybrid cloud, from the market leader in software-defined data center and digital workspaces. By leveraging unique integration with trusted technology, Horizon 8 helps IT efficiently deploy and scale virtual desktops and apps from a single control plane with rapid provisioning, automation, and simplified management to extend the best digital workspace experience to end users. Efficiently manage desktops and apps across private, hybrid and multi-cloud infrastructure using a cloud-based console and SaaS management services. Leverage intrinsic security built into Horizon infrastructure to gain highly secure remote access to corporate resources - providing protection from the device to the data center to the cloud. -
11
Amazon WorkSpaces
Amazon
Amazon WorkSpaces is a managed, secure Desktop-as-a-Service (DaaS) solution. You can use Amazon WorkSpaces to provision either Windows or Linux desktops in just a few minutes and quickly scale to provide thousands of desktops to workers across the globe. You can pay either monthly or hourly, just for the WorkSpaces you launch, which helps you save money when compared to traditional desktops and on-premises VDI solutions. Amazon WorkSpaces helps you eliminate the complexity in managing hardware inventory, OS versions and patches, and Virtual Desktop Infrastructure (VDI), which helps simplify your desktop delivery strategy. With Amazon WorkSpaces, your users get a fast, responsive desktop of their choice that they can access anywhere, anytime, from any supported device. Enable contact center agents to work from anywhere with a secure, easy-to-use agent experience. Let contact center agents work from anywhere. -
12
Citrix DaaS
Cloud Software Group
Enable secure, flexible work with the leader in virtual apps and desktops. Deliver desktop as a service (DaaS) from any cloud or data center. Get started with Citrix DaaS (formerly Citrix Virtual Apps and Desktops service) in minutes to provide a familiar, high-performance digital workspace experience to your users. We’ll manage the infrastructure and security. You focus on your business. Meet the needs of your modern workforce—and keep sensitive data secure. Citrix DaaS lets you provide a secure workspace experience on any device. It’s all the cost benefits of a managed DaaS solution, plus the added advantages of greater IT agility, better corporate security, and more end-user productivity. Keep apps and data protected while fueling employee productivity. Build a better business continuity plan with easy-to-scale workspace solutions. Simplify virtual app and desktop delivery with proven DaaS solutions.Starting Price: $12 per user per month -
13
Storylane
Storylane
Easily bring together product screens, guided tooltips, and videos to convert your customers. Create an engaging "try before you buy" experience with a product tour for your customers. Learn how they interact with it, to engage better. Share personalized demos with your prospects aligned to their persona or vertical. Empower your champion to get buy-in within their org. See your deals close faster than ever before. Create a library of interactive product walkthroughs, to help your customers get started quickly. See your customer satisfaction improve every day. Change text, images, copyright, and anything in the product. (even add your custom HTML). Highlight product focus areas and create as many flows using our advanced widgets. Your prospects see how the product will work for them. Personalize by role, company, or location. Track the behavior of your prospects based on clicks and time spent on specific pages.Starting Price: $50 per user per month -
14
CogniSaaS
CogniSaaS
CogniSaaS is a customer-centric onboarding and implementation platform that helps enterprise SaaS businesses achieve faster time to value. It minimizes the usage of silos of tools; improves collaboration with customers and internal stakeholders; tracks and prioritizes hundreds of projects for value delivery through data visualization, visibility, and accountability.Starting Price: Custom Pricing -
15
Tallyfy
Tallyfy
Tallyfy is Workflow Made Easy®. You can search everywhere – but you won’t find a more satisfying product that automates all your workflows, forms, tasks, processes, approvals and even documents. Tallyfy integrates beautifully with your existing apps. See what customers say. Tallyfy is a workflow and process management platform that lets you capture and automate every process in your company without coding, without flowcharts and without complexity. Many flowcharts, documentation tools and project management tools are pretty but ultimately – useless. Choose a task automation system that’s pretty and useful. If you want to permanently eliminate stress at work – start Tallyfying now. Capture tribal knowledge into a system. Create blueprints you can actually run – without complex flowcharts, messy documents or code. Training and automation has never been this powerful and easy. -
16
Glue42
Glue42
The world’s most intelligent desktop integration platform. Accelerate digital transformation by easily and seamlessly integrating legacy, in-house, 3rd-party or web applications no matter the underlying technology. Simplify user experience and improve productivity by organizing all desktop apps into focused and unified workspaces which eliminate unnecessary navigation and actions, like copy/pasting through multiple apps to find relevant information. Analyze user experience, system health and process compliance through real-time capturing of user behavior and application performance. Despite huge investments in traditional back-end integration programs, it is often the end user who has to struggle with numerous applications, trying to make them talk to each other. Improving customer satisfaction, reducing operational costs and ensuring compliance requires an entirely new desktop experience. -
17
Slapdash
Slapdash
Slapdash brings all your apps together in one place to give you new superpowers. It's the fastest way to launch your next meeting or peek at your calendar. Your Zoom meetings will open directly in the desktop app. File issues and tasks as soon as the thought strikes. Doing the same thing often? Create command templates to skip the tedious data entry. There is no faster way to open a document or start writing a new one. For apps like Notion, we'll even open the documents in the desktop app. Search your clipboard history, and create snippets to paste into any application all without missing a beat, or touching the mouse. Do everything Spotlight can math, unit conversions, launch apps, open preference panels, and more. Then, do even more with custom commands. Turn your cloud apps into a database you can slice, dice & visualize. Save searches to track work-streams, build inboxes, or whatever you imagine.Starting Price: $12 per month -
18
Baton
Baton
Baton brings software providers, their clients, and service partners into a communications portal where complex implementations are simplified. Proactively triage, report, and check project status in real time to get your products up and running faster than ever. Create individual implementation projects with highly customizable phases that fit your company’s implementation process. Set up milestones for automated status tracking and standardized project templates to scale your business faster. Leverage Baton’s business intelligence to ensure project tasks, interdependencies, and due date are logically established. Our consolidated view of all of your implementation projects provides new insights into your business. Create monitoring dashboards for your clients’ view as well as dashboards for your entire project base. Stay on top of your customer’s first real experience with your product. -
19
Workona
Workona
The essential work organizer for the browser. Your work is scattered across dozens of tabs & cloud apps. Workona puts it all in one place, so projects are finally organized. Organize your tabs, docs, & links into a dedicated space for each project. A workspace organizes everything for a project: tabs, docs, notes, tasks, and resources from all your cloud apps. Workspaces are flexible enough to keep up with the pace of modern work. Perfect for teams that use Google Drive! Workona brings together all the apps you already use. With a single source of truth for each project, your team can finally focus. Workspaces hold docs & links from any app, so nothing slips between the cracks. Workspaces pull your team processes out of scattered apps and into one place, so your team can work more efficiently. From anywhere in the browser, search for tabs or other work with laser precision. Plus, sync tabs to your devices seamlessly.Starting Price: $7 per month -
20
Nifty
Nifty Technologies
Streamline, centralize, and modernize project management. Stop switching between Chats, Tasks, Docs, Calendar, & Meeting tools — bring your team & clients together in one simple, yet powerful app. Create a clear plan of action for your projects and automate your progress tracking. Set a visual timeline for your big-picture goals and build team alignment by automating progress as tasks are completed. Move your projects, team, tasks, and files from Asana, Basecamp, ClickUp, JIRA, Trello, or Wrike quickly and easily! Nifty allows your team to pick up right where you left off without missing a beat. Thousands of forward-thinking teams trust Nifty to unite their goals, actions, and communications. Let go of fragmented tools. Plan, track, and manage your workflows with award-winning ease, in one collaborative workspace. Real-time progress reporting with Milestones.Starting Price: $49 per month -
21
Mural
Mural
Mural is a digital workspace for visual collaboration. Mural enables innovative teams to think and collaborate visually to solve important problems. People benefit from MURAL’s speed and ease of use in creating diagrams, which are popular in design thinking and agile methodologies, as well as tools to facilitate more impactful meetings and workshops. Simply put what's on your mind on sticky notes. Then organize in lists, flowcharts, diagrams, frameworks, methods and drawings to activate and align your team. Across the room or around the world, you can have more impactful meetings and workshops with Mural. Mural's enterprise-class infrastructure and expert customer experience team enable you to scale collaboration and innovation quickly and securely. What’s our secret sauce? It’s that we care just as much about the core product experience as we do about delivering a world class service to our members.Starting Price: $12 per user per month -
22
Dock
Dock
The best way to work with people outside your company. Collaborative workspaces for prospects, customers, investors, and partners. Transform the customer experience from demo to onboarding and beyond. Manage the customer lifecycle and get engagement analytics along the way. Clients always know where to go when they need something. One destination that hosts all of your links, pdfs, meeting agendas, deliverables, project timelines, proposals, and more. Embed your favorite software from Figma to Google Slides to Vimeo. Navigate complex deals and onboard customers. Stop using that spreadsheet. Instead, build a collaborative mutual action plan with customers, share status, align due dates, assign tasks, leave comments and upload files. Personalization at scale. Create branded spaces with custom content. Share feedback & move projects along. Customers comment on what you’re working on and share key resources with file uploads.Starting Price: $29 per month -
23
Hubflo
Hubflo
Hubflo is the fastest-growing AI-Powered Client Portal for professional & creative services. Build a stunning and branded client portal in 60s with AI to streamline client onboarding and deliver your services like a pro. Customize it with 10+ built-in tools (File sharing, contracts, approvals, client messaging, tasks, billing..) and integrate 500+ external tools More than 20k businesses, clients and contractors already use Hubflo for their daily work Don’t let processes overwhelm you and get in the way of delivering a great client experience. Impress your clients with a customized and automated onboarding, a smooth delivery and collaboration. Skyrocket client satisfaction and retention Reduce client emails, calls & meetings Speed up onboarding & project delivery Hubflo is ideal for digital agencies, consultants, freelancers, accountants, architects, home designers, law firms, and any other professional or creative service providers.Starting Price: $55/month -
24
Muinmos
Muinmos
Client onboarding is more than just KYC/AML. Muinmos' client onboarding platform is the only solution that fully automates the whole onboarding chain, from AI powered client categorisation to fully automated risk assessments and KYC/AML checks. It's a platform like no other, delivering unmatched onboarding times and a smooth customer experience, allowing you to onboard more clients at a fraction of the costs. mCHECK™ is connected to multiple data sources, allowing for global coverage and all types of KYC/AML checks. mRX™ makes sure you are always within your own risk parameters, even when clients' profiles, regulation or your own policies change. Muinmos’ proprietary regulatory onboarding engine is a one-of-a-kind software, that automatically classifies clients, products and services, using algorithmic rule-based Artificial Intelligence. With Muinmos you don't need to cut any corners. You can onboard any client type within minutes while remaining fully compliant. -
25
Governance.Business
InovaPrime
We want to make a difference, not only in our service delivery strategy, but also by creating innovative products and methodologies that establish a new path in business performance. Governance.Business is a solution designed to help companies govern and manage their strategy, goals, priorities, processes, and people related to strategy planning and execution, from portfolio management to project execution to resource optimization. Governance.Business is a consolidated platform that aims to offer end-to-end governance capabilities to plan and execute an organization’s strategy. We provide different demos for you can exploring our solution, and if you like ask us for a trial demo for 15 days, for free. Governance.Business is the result of years of research and experience in implementations in different vertical sectors. Our goal was to build a solution enterprise-oriented, efficient, effective and improving user experience for an easy adoption. -
26
Slickplan
Slickplan
Slickplan helps teams & agencies bring order to complex website projects—from first ideas to production-ready deliverables. Instead of juggling docs, spreadsheets and disconnected tools, it provides one workspace to structure site architecture, map user flows, plan content and review designs collaboratively. This integrated approach means faster launches, fewer revisions, smoother handoffs to developers and stronger collaboration from planning to production. Teams can visualize navigation with interactive sitemaps, generate or refine structures using the AI sitemap assistant and connect UX diagrams to real visitor behavior. Structured content blocks, inline comments and SEO fields keep writing CMS-ready, while Figma integration simplifies design reviews and approvals. With exportable XML, Word or PDF files, version tracking and permissions control, Slickplan keeps every project clear, secure and on schedule—transforming web planning chaos into clarity. Plan websites faster, togetherStarting Price: $10.79 per month -
27
Dreamler
Dreamler
Keep your team on the same board, much like playing a multiplayer game. By using our mobile app, you can easily flip through your goals while on the go. Check status, communicate to colleagues and move through the plan. Use lego-like capabilities blocks so your organization can quickly build efficient processes, modify ways of working, and reshape the organization. To truly reach an efficient way of collaborating we believe in engaging the whole team in the process of building their plans. This is why the features of Dreamler are designed to be intuitive, easy to learn and easy to use, for anyone. Put up greater goals by using Milestones to create a shared understanding of where you and your team are going. When everyone involved in a project shares the same view decision-making becomes easy and we can begin to shift decision-making from slow old-school top-down models and function more as a distributed but highly synchronized unit. -
28
MyHub
AvePoint
Save time, be more productive, and quit searching. MyHub eliminates chaos and brings order to your workspaces across Microsoft Teams, Groups, SharePoint, and Yammer. Time spent searching means less time being productive. Meet MyHub, your one-stop shop for managing existing Microsoft 365 workspaces and creating new ones, all from Microsoft Teams or our handy web app! Organize, understand, and centrally access your assets. Even curate workspace hubs for easier navigation and management. All your teams, groups, sites, and Yammer communities, all in one place. Users can easily find, prioritize, and organize the workspaces they own, or have membership to. Plus, quickly navigate to the files, tasks, calendars, or content they need. Owners get powerful management tools to manage teams, groups, sites, and communities. Easily update membership, and access content, calendars, and tasks, for the workspaces you own. -
29
Sonet.io
Sonet.io
Sonet.io is built for IT leaders that want a great experience for their remote workers, while enhancing security and observability. Eliminate hardware shipments and expensive virtual desktops while enabling instant access to apps and servers through any browser on any device, without installing any device agents. Setup fine grain security policies and get observability across the entire workforce. Save up to 10x on IT costs for remote workers. Remote workers securely access applications and servers from any device - desktop or mobile, managed or bring-your-own, without requiring device agents. Workers can start work instantly instead of waiting for devices, or completing painful installs. Secure applications, servers & data through granular zero-trust security policies without modifying any software or systems. Prevent attacks and enable real-time security policies with a no-code policy editor. -
30
VENMATE
VENMATE
Elevate your customer lifetime value with VENMATE, the all-in-one platform that drives satisfaction, customer retention, and growth. Gain a 360-degree view, anticipate needs and turn every customer into a champion. Gain deep insights into customer behavior and preferences to enhance satisfaction and loyalty. Streamline your customer success operations to enhance efficiency and deliver outstanding experiences. Boost your bottom line by reducing customer churn and maximizing upsell opportunities. Accelerate your time to value with VENMATE’s streamlined onboarding and implementation module. Our platform ensures you never lose track of tasks, leveraging playbooks to provide a structured and efficient onboarding experience. Centralize your customer data from various tools and help your customer success team document every interaction seamlessly with VENMATE. Guide your customers effectively on their journey, gathering valuable feedback to continuously improve their experience. -
31
Uniify
Uniify
Uniify helps you simplify the process of gathering customer data, meeting KYC, KYB, and credit assessment requirements while saving time, reducing costs, and elevating the customer experience. We help our customers make smarter business decisions with digital solutions that make the onboarding process significantly faster, cheaper, and simpler. With our customized digital onboarding flow, you are guaranteed a better, more secure and smooth customer experience that retains customers and increases revenue. Most of our customers save over 80% in development costs with our solution. We help reduce costs of development, operation, and maintenance without sacrificing quality. No two customers are alike. Use our no-code form builder to build your very own customized forms. With our advanced form builder, you can connect all different sources, create custom onboarding forms and combine them into dynamic onboarding flows. -
32
Valuecase
Valuecase
Valuecase is a platform designed to streamline customer onboarding and sales processes by providing shared workspaces that enhance collaboration, automate tasks, and track engagement. It offers interactive onboarding plans with due date reminders and assignees, reducing the need for manual follow-ups. The platform allows for 100% automated customization, displaying relevant content and adjusting plans automatically through variables. Central visibility is provided through dashboards that track tasks, onboarding progress, and customer engagement. Valuecase integrates with CRMs like Salesforce and HubSpot, ensuring seamless data synchronization. It also supports various content embeds, including PDFs, videos, forms, and scheduling tools, facilitating comprehensive resource sharing in one place. The platform is fully GDPR compliant, ensuring secure tracking of customer activities. Users can start with best-practice templates and receive one-on-one guidance and training. -
33
HelpHero
HelpHero
HelpHero is an easy-to-use and effective customer onboarding platform for creating better product and help experiences for app users. HelpHero lets businesses build interactive and engaging product tours in minutes, enabling users to get started and adopt new features quicker than ever. Anyone can create product tours and use HelpHero's platform, as no coding or design experience is required. HelpHero is used by businesses worldwide, from startups to established companies. HelpHero's plans include access to all advanced features and come with unlimited tours, hotspots, checklists & team members. Free 14-day trial available.Starting Price: $55 per month -
34
Focos
Focos
A single place for all your apps. Be more productive. Coming to terms with working from home? Try FOCOS, prepare for the future of work. Tired of managing dozens of browser tabs and applications? Why search and switch between apps, log in and out of accounts? There is a better way. focos is a simple & beautiful solution for managing everything better. Use multiple accounts without the need to log in every time. Use multiple accounts and apps without logging in and out, and switching browser tabs. Multitask like a pro. Lots of the apps you love in the focos store. We’ve curated the best apps for a variety of needs. You can also add your own custom URLs. Custom URLs. Add your own URLs for apps you use regularly. Don’t be distracted while working. No more distractions, no more context switching. Create structured days and stay productive. No more context switching. The half-moon is out. No more app notifications or bubbles to distract you.Starting Price: $6 per month -
35
TaskRay
Bracket Labs
Your Ticket to First Class Customer Onboarding. There’s a reason we're the best Salesforce-native app for customer onboarding. Our TaskRay in 60 seconds video covers the 4 critical steps and best practices for onboarding, just a few of the things that set us apart. TaskRay is the Leader in Customer Onboarding in Salesforce. TaskRay, an innovative customer onboarding and project management solution, helps companies manage their onboarding and implementation processes, drive greater efficiencies, and create unmatched customer experiences—all within Salesforce.Starting Price: $19.00/month/user -
36
Instnt
instnt
We get it, the fraud and friction that happens when businesses need to onboard new good online customers is rough, confusing, and a total headache. That’s why we created Instnt, a managed online customer onboarding service that drives top-line revenue growth and reduces bottom-line costs with a reliable and hassle-free process, full flexibility, and the most committed partnership—so you don’t have to worry about fraud ever again. Instnt’s fully managed acceptance platform allows businesses to provide a frictionless customer experience, enabling them to quickly verify, accept, and onboard more new online customers without fraud loss or compliance issues. It's a new solution to help your business immediately reduce operational costs and grow revenues by employing fully-integrated and automated AI technology purpose-built to frictionlessly let more good customers open new account without fraud losses. -
37
GuideCX
GuideCX
GuideCX® is a client implementation and onboarding project platform that helps you invite, guide, and engage internal and customer teams in a transparent process that delivers value faster. You only get one chance to make a first impression. A smooth and transparent client onboarding and software implementation process is key to putting your best foot forward. Get visibility when you’re onboarding new customers with the industry’s only enterprise-level reporting engine. The GUIDEcx Navigator gives you the ability to forecast, optimize, and automate your client onboarding. Customer retention is won and lost during the first 30 days of the onboarding experience. If you treat the customer onboarding experience as an afterthought, your contract with the client will become just that – and who wants to leave money on the table! -
38
Clustdoc
Clust Technologies
Use Clustdoc to transform your onboarding workflows into highly-converting and unique experiences that will delight your stakeholders and help your team process more efficiently submitted information. Featuring advanced document management features, you’ll be able to easily run any customer onboarding process: - Custom client portal - Onboarding checklist - Identity verification module - Shared inbox for clients and teams - Unlimited process templates - Guest access for stakeholders - Onboarding workflows - A free client management mobbile app - API access (1500+ integrations) Tired of juggling with multiple tools to manage new clients? Enjoy a 7-day free trial to see how Clustdoc can help you implement better client onboarding technology in your organization.Starting Price: €100.00/month -
39
Mystro
Mystro
Mystro is a simple data collection and client onboarding tool built for speed, flexibility, scale, and growth. We bring together everything that's required to onboard clients and collect their information. Mystro products provide a flexible, modern and straightforward client-facing experience that satisfies today's customers' demands, saves you hours per deal and represents your business in the best way possible. Mystro makes complex forms simple and beautiful. The easy-to-use and feature-packed form builder lets you quickly create conversational multi-page online forms or start with pre-configured templates. A feature-rich document collection and eSign system will completely automate your document collection processes with auto-generated checklists, PDF merges, Digital Signatures and reminders. -
40
Formalize
Formalize
Drive more revenue with a sophisticated, end-to-end onboarding experience. Build brilliant customer experiences and keep risk in check with best-in-breed tools. Your entire funnel is under one roof, from lead qualification and KYB to e-signatures, segmentation, and meeting scheduling. Leverage building blocks like custom rules and no-code workflows to automate all of your identity and onboarding processes. Website reviews, sanction screening, and social media checks, on an on-going basis. Clear the path for low-risk users with the smoothest experience. Dynamically adjust application experience in real-time based on risk scores from first and third-party sources. Pinpoint friction points where leads abandon, down to the second or field, with comprehensive analytics and screen recordings. Maximize conversion and boost productivity by 10x. Say goodbye to tedious manual tasks and hello to effortless automation. -
41
AcademyOcean
AcademyOcean
AcademyOcean is a smart LMS platform for employees, clients, and partners' training. It's a perfect toolkit to launch your Corporate University or product Academy. The Academy's UX and UI are simple and clear, allowing you to launch your training portal without developers and designers. AcademyOcean team regularly consults with L&D specialists from companies such as Intel, Bosch, Deloitte, and Cisco, with Dave Ulrich and other experts. It allows them to create and implement technologies like dynamic content, multi-training portals, customizable interface, etc., into their learning management system. With AcademyOcean you can make the experience of each user unique and personalized to make learning effective, interesting, and engaging. AcademyOcean is already used in 25 countries around the world. And has a globally distributed team to provide qualified support to all customers. Book a demo with an AcademyOcean expert to know how we can help your company!Starting Price: $300 per month -
42
Gripp
Gripp
Friendly business software for consultancy office now. CRM Stay in contact! All relations in one clear overview. Insight into current affairs Improved customer service. Registration of every customer contact. Save time, gain insight, and streamline. Gripp is an all-in-one package that brings the overview back to your organization. Whether it concerns those perfect quotations at the touch of a button, the project administration with an overview of who is doing what, or the tight credit management: everything is possible with Gripp. Work wherever you want. Always and everywhere! Gripp is an all-in-one package that brings the overview back to your organization. Not just in the office, but everywhere! So take a quiet vacation, because you can always keep an eye on things! A great helpdesk! You will find a wealth of information on our support page. If you can't find the answer to your question there, just send us an email!Starting Price: $30 per user per month -
43
Metric.ai
Measured Analytics
Ditch the spreadsheets and make finance a team habit. Metric.ai provides a single source of truth for all your financial data. Set project budgets, calculate costs, and recognize revenue with complete confidence. Get an up-to-date view of profit, utilization, effective bill rates, capacity, and more. Uncover over 100 service-specific KPIs and create custom metrics for enhanced decisions. Categorize projects and employees into departments, roles, offices, and more to reflect organization structure with unique metrics for each tag. Create more accurate forecasts with key metrics like revenue recognition, multi-currency, financial closures, and historical changes all in one place. Bring more predictability into your planning process. Get notified of potential risks and uncover actionable insights as to why actuals deviate from forecasts. Plan revenue, costs and profit based on project and resource plans. Account for changes in realtime. -
44
SQUAVA
Squava
SQUAVA is a simple, all-in-one, time tracking, project management, invoicing, accounting, and forecasting software for your professional service firm. It brings all your critical business day-to-day operations into one online, out-of-the-box software. SQUAVA's smart workflows and features expedite the daily tasks so you can focus on critical efforts which build your business and make you money. Real-time backlog reporting and project profitability intelligence will help you answer tough questions like – do I need to hire, when should I hire, do I have enough work, and which jobs make money. Our single, simple pricing plan scales with your business and easily pays for itself with the time and money you’ll save. We also onboard and train our customers for free to eliminate any up-front costs and you pay month-to-month, just like your cash flows. SQUAVA is the software you've been looking for to run your firm... It's amazing!Starting Price: $40/user/month -
45
Dinvy Ascent
Dinvy
Dinvy Ascent is built to ease your transition into online time entry and invoicing now, while allowing you to add more advanced features like estimating, planning and customizations as you grow. Run your business more effectively with valuable data capture. Dinvy Ascent quickly displays your data where you need it most – and in a format that adds value. Dashboards consolidate key performance indicators for easy consumption on the Executive, Account, and Project pages. Custom Reports can be scheduled to hit your inbox when you need them most. Our architecture focuses intently on scalability and customization. That means you get to tailor the user experience within Dinvy Ascent and add additional feature sets or enable feature flags as your business needs change. But what that really means is you’re required to bend to the constraints of your software, pay for features your team members don’t need, or change platforms to expand your business. -
46
GanttPRO
GanttPRO
GanttPRO is online Gantt chart software that helps single users and teams plan, schedule, and manage their projects. The project planning tool allows project managers and teams to create and assign tasks, track progress, work with tasks dependencies and milestones. Also, this Web-based Gantt chart tool is used to efficiently manage resources and cost as well as collaborate with teams, and share plans with third parties even not registered in the app. As of August 2022, 800K+ users had registered in GanttPRO. The software is used by teams from world-known companies such as Salesforce, Sony, HubSpot, NASA, GitHub, DHL, Vodafone, and others.Starting Price: $7.99/month/user -
47
]project-open[
Project Open Business Solutions
]po[ EPM keeps track of project plans, project progress, budgets, costs, risks, milestones, and much more. ]po[ PMO is an integrated software solution supporting the administrative and reporting processes in complex PMO environments. It automatically produces executive reports from the information entered by your project managers. ]po[ ITSM is designed to address the specific needs of IT departments and IT service providers, according to ITIL V3 best practices. ]po[ PSA is an integrated solution for companies who need to track and bill professional services to their customers. It allows to track timesheets related to both projects and support services. -
48
Stormboard
Edistorm
Stormboard is a shared workspace designed to transform the way you work from large meetings and multi-department projects to individual tasks and daily work. Effective online collaboration is the new competitive advantage whether your organization is 100% back in the office, remote, or hybrid. Stormboard was designed to make your everyday work easier, create greater engagement, and save you time across your whole organization. Whether you have a physical, remote, or hybrid workforce. Your digital transformation starts here. Canvas, whiteboard, workspace, idea board, whatever you want to call it, Stormboard was built with one simple goal in mind: to make your everyday work life easier, better, and faster. A diverse tech stack doesn’t have to mean shuffling through dozens of tabs. Integrate your favorite tools into Stormboard for a better, more efficient workday.Starting Price: $5 per month -
49
Visual Paradigm
Visual Paradigm
An online editor that provides content creators with charts, data widgets, and maps to visualize data while providing information, tables, and spreadsheet tools to increase productivity. Visual Paradigm supports a powerful API that allows you to add custom functionality by writing plug-ins. In version 17.0, project teams can manage the roll-out of plug-in by using Visual Paradigm Server. The Enterprise Model Finder allows you to find model elements from within team projects quickly. Version 17.0 comes with a number of major changes that make the searching of data faster and the result easier to understand. Unlike starting a project from scratch, a project template gives you the initial data you need to get started. Depending on the nature of your projects, your project templates could include corporate workflows, guidelines, glossary, and more. A project template simply allows you to get a head start on your work. -
50
ConceptDraw MINDMAP
Computer Systems Odessa
It is a comprehensive tool for organizing ideas and data in a flexible way. Our app provides numerous features like Brainstorm, Presentation, Hypernote, and Graphics in order to create OrgCharts, Data Flowcharts, Road Maps, Kanban Boards, Hierarchy Trees, Business Process Diagrams, Scrum Workflows, Project Plans. It offers the ability to exchange data with Microsoft Project, Microsoft Office, ConceptDraw PROJECT, MindManager, XMind, and FreeMind.Starting Price: $199.00/one-time/user
