Alternatives to Synergist
Compare Synergist alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Synergist in 2026. Compare features, ratings, user reviews, pricing, and more from Synergist competitors and alternatives in order to make an informed decision for your business.
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1
Scoro
Scoro
Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: – Get a complete overview of your sales funnel and upcoming work – Estimate scope, track progress and budget burn, and bill for work in one system – Plan ahead with live heatmaps and utilization forecasts – Log time with built-in timers and auto-populated timesheets – Understand margins with role or service-level insights – Automate time & material, fixed-fee, and retainer billing – Track project income based on pipeline and committed work – Save time with automation and data-driven suggestions – Monitor progress, profitability, and capacity in real time Scoro gives you end-to-end visibility across your business.Starting Price: $19.90/month/user -
2
Productive
Productive
Productive is the all-in-one professional services automation platform built for agencies, consultancies, and service businesses. Manage projects, resources, and finances in one place — with real-time visibility across your entire company. Create deal flow, get sales organized with overview of Sales Pipeline. Collaborate on tasks and track time with simple time tracker. Find bottlenecks that cost you money and consume your time. Avoid collisions, burnouts and overbooking with Resource Planning features. Track Profitability for fixed price and hourly projects. Do all the billing and invoicing, for recurring or one time projects.Starting Price: $10 per month/user -
3
BQE CORE
BQE Software
Effortlessly provide principals, project managers, and entire staff with the information they need. Monitor KPIs like project performance, time and expense, and profitability on BQE CORE's powerful dashboard. Watch real-time status of tasks by phase, track progress, and compare budgeted hours and costs vs. actual so nothing falls through the cracks. Efficiently allocate resources with interactive Gantt charts and accurately forecast every time. Manage your new sales opportunities, activities, and performance through Core CRM, specifically built to address the needs of professional services. Discover how BQE CORE helps you focus on the essential parts of your practice while effectively managing client projects. Book your own personalized demo today! -
4
Q360 PSA Solution
Solutions360
Get 360° view of your entire business with the help of Q360, a Professional Services Automation (PSA) software solution from Solutions360. Q360 is an end-to-end business management software that handles all aspects of business--from accounting, including full financials, project management, job costing, sales, service dispatch and inventory. By implementing the Q360 PSA software, businesses can improve customer relationships, deliver project-sensitive information to stakeholders on time, get real-time visibility into costs, and eliminate the use of disparate systems, saving time and effort.Starting Price: $155 -
5
Scope
The Virtu Group
Some of the world’s biggest agencies and advertisers are using SCOPE to better manage, price and track their scopes of work and budgets. With all of your scopes of work in one place, teams can view, collaborate and approve deliverables, tactics and budgets from anywhere. There’s a single, accessible source of truth. Managing scopes in one tool gives everyone a shared view of the work being delivered and the progress being made. SCOPE is the only scoping platform connecting agencies and advertisers across markets. The only tool designed for real-time collaboration across disciplines, teams, markets and agencies. Working together for success. From one office to a global network of agencies and advertisers, SCOPE gives every group a single point of visibility and place where scopes are collaborated, tracked and analyzed. Smart decisions come when everyone speaks the same language. Transparency creates trust and opens the door to analysis.Starting Price: $258 per month -
6
WorkflowMax
Xero
If you're looking for a feature-packed yet affordable solution to help you supercharge project profitability, choose WorkflowMax. A cloud-based online workflow and job management product by Xero, WorkflowMax offers a comprehensive set of features loved by more than 10,000 businesses. These include quoting, time tracking, streamlined invoicing, job management, and insights and reporting. WorkflowMax is suitable for creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants and anyone who bills by time.Starting Price: $33/month -
7
Price&Cost
Price&Cost
Agencies around the world use Price&Cost to create accurate estimates, gain higher margins and meet their financial goals, without spreadsheets. Spreadsheets take hours to fill in and double-check. Price&Cost creates reliable estimates and reports in a breeze. Teams have a hard time making financial calls. With Price&Cost, they can see how each resource affects costs and profits. You can’t change what happened last quarter. Price&Cost helps you predict and update projects as they happen, to hit your financial goals. Jump out of broken spreadsheets into your Price&Cost dashboard. A single place where you can estimate projects, manage resources, and track expenses all the way to bigger profits. Quickly test different scenarios to choose the most financially sound. Create in-depth estimates that your clients and teams will approve faster. Connect your favorite time-tracking tool to monitor planned vs actual costs.Starting Price: $45 per month -
8
Chase Software
Chase Software
Leaders in advertising management. Chase software's distinctive line of agency management software deliver cutting-edge tools and best practices for agencies across the globe. Creative, media and finance software From small to large, companies use Chase to manage projects, capture time, buy media, bill, collect payments and increase profitability. Manage you team remotely with Chase collaboration tools. Real-time systems managing jobs, media, documents, engagements, traffic, time, workflows, archiving and costing with minimum input and maximum efficiency. The world’s biggest groups trust Chase to manage their agencies’ end-to-end operations. Corporate Departments. Leading businesses depend on Chase to get the most from their advertising budgets. Small Agencies. Hundreds of small agencies are busy becoming big names using Chase’s core features. Chase Software's distinctive line of agency management software and support services deliver cutting-edge tools and expertise.Starting Price: $17.50 per user, per month -
9
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 -
10
Beyond Software
Beyond Software
Manage all aspects of your projects from conception to completion with a cloud-based Professional Services Automation (PSA) solution from Beyond Software. Beyond Software helps businesses maximize productivity and profitability by enabling them to connect their project and financial accounting. Its suite of modules to help professional services organizations grow include financial management, project accounting, time and expense, billing and invoicing, project resources, and dashboards and reports. -
11
CMAP
CMap Software
CMap eliminates all those headache-inducing spreadsheets and disconnected software packages. Instead, you’ll have all of that data and functionality in an accessible, unified system. Professional services companies are unique. You don’t have career sales people responsible for new business. Instead, you have individuals with a background in delivery who are busy with a thousand other things. Approaches to job costing vary wildly in professional services. Architects, accountants, consultants, agencies all quote differently. The problem with most resourcing software isn’t the initial set-up of resourcing data: it’s keeping on top of the changes. Timesheet and expenses data automatically drives live budget vs. actuals for all projects, giving you up-to-the-minute feedback on how your projects are performing. -
12
Hub Planner
Hub Planner
DRIVING RESOURCE MANAGEMENT, SCHEDULING AND TIME TRACKING FOR SOME OF THE WORLD’S SMARTEST COMPANIES. Hub Planner brings together transparent Resource Scheduling, Timesheets, Vacation Management, Resource Requesting, Project Management and Reports all under the one service in a smartly designed, easy to use and intuitive software that makes planning simple. Get the ultimate birds eye view of your resource management and team with Hub Planner. Quickly view resources availability, utilization and schedule your team on projects using Hub Planners interactive drag and drop Scheduler. Empower your team with Timesheets. Measuring the actual time reported via timesheets versus the forecasted time via the resource scheduler gives you valuable insight into your teams performance. Download , share and view real time analytics for all your projects & resources. Use the dashboard to track real time resource and project performance making resource management a pain 30 Day Free TrialStarting Price: $7.00/month/user -
13
JAMIS Prime ERP
JAMIS Software
JAMIS Prime is simply the most intuitive and agile project ERP solution for government contractors, offering integration across all key components of your business. Using the most modern Cloud ERP technology, Prime enables you to connect with your mobile workforce, customers and other value chain businesses on web-enabled devices of every kind. All JAMIS Prime ERP application suites include dashboards & analytics, document management, advanced security and integration with Microsoft Office features. The integrated document management system allows you to keep business plans, policies, forecasts and procedures online and associate them with ERP transactions to deliver a complete view of your business. Efficient contract management processes are critical to ensuring goods and services are delivered as expected, and engagements are profitable. -
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Deltek Vantagepoint
Deltek
Built specifically for professional services firms to improve productivity, boost collaboration and increase profitability. People and projects are the heart and soul of your business. That’s why Deltek created Vantagepoint, a powerful, intuitive solution that helps your people manage your projects from start to finish. Deltek Vantagepoint’s 360-degree view of your projects puts client, project and financial details in a single location. That all adds up to making well-informed tactical and strategic business decisions and a more efficient, productive and profitable company. Control all project information in one place – from pursuit and proposal, through project planning and financial management. Gain visibility across your organization, from project initiation to completion. Get actionable insights to make more informed decisions. Enable teamwork and collaboration via a single tool, and empower users with a simple, intuitive experience.Starting Price: $30.00/month/user -
15
PROAD Software
J+D Software
More success regardless of location: PROAD is your virtual memory! Organise all business processes via a single solution and gain more time for your core business. Of course our agency software is not just for agencies. Other industries and companies are confronted with similar challenges in the acquisition, planning and project management. And since more and more companies from consulting and IT are using our tools, we are also familiar with this area. The bigger a company is, the more complex the structures, organisation and management. After 30 years of experience and over 1,000 customers, we know what solutions make sense and who they make sense for. The main criterion ist your company's size. Simply choose your package and if necessary adapt the details individually.Starting Price: $25 per user per year -
16
Primetric
Primetric
Forecast the availability of your people and track the time they spend on projects to compare your plans with reality. Understand your operational and financial performance at a glance. Bring every part of your business under one roof to accelerate non-billed tasks and focus on what matters most: providing your clients with high-quality professional services. See who’s available, and schedule most suitable people to existing, planned or tentative projects with a single click, thanks to a smart algorithm based on tech & soft skills matrix. Estimate project’s phases, report vacancies, and manage project profitability. Deliver truly data-driven and profitable results. Help employees log their work faster with predictive timesheets and employee dashboard. And then use this data to improve your project. Estimate costs for an individual project and for your entire business. Track all the changes in real-time on dynamic reports.Starting Price: $34.20 per month -
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Kipware SUITE
Kentech
Kipware® SUITE includes all our quoting and estimating software in one purchase … and saves you money in the process. What’s included? Kipware® software is one of the fastest-growing brands in machine shops around the world … and KipwareMAX® brings all of our most popular individual titles into one complete powerful package that will cover all your quoting, estimating, and CNC programming requirements at a GREAT PRICE! KipwareMAX® is the ULTIMATE TOOLSET for any size machine shop, whether a new start-up or an existing shop looking to add efficiency and productivity. If you’re just starting your shop … KipwareMAX® will give you the quoting and estimating tools to WIN PROFITABLE WORK and the CNC programming tools to get that work quickly programmed, accurately machined, and out-the-door on time and on schedule. For existing shops looking for a recharge, KipwareMAX® will give you the quoting and estimating tools to insure the work you win is PROFITABLE work. -
18
COVU
COVU
Your customers will love their experience across our technology and our people helping them manage everything insurance for the benefit of your agency. A plug-in to your agency operations bringing people and technology all in one place. Digitalizing customer journeys that seamlessly integrate service people and advisors to make insurance easy for you and your customers. Get a real-time customer self-service app for insurance policies that are supported by service agents wherever your customer needs help. Renewals and buying new covers are made easy through a combination of AI and sales support placing the best cover for the customer. Realize real-time management and monitoring of your agency. Includes business intelligence and approval request management. Deliver world-class customer and agency-facing platforms that make selling and servicing the insurance needs of your customers easier and more profitable. -
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Brighter PSA
Brighter PSA
Get your data – and actionable insight – in one place. Brighter PSA helps maximize profitability for organizations of 1-1000 people. Brighter PSA is cloud-based management software that brings together time and expenses, budgeting and pipeline data. Try our return-on-investment (ROI) calculator to see what Brighter PSA could do for you. We estimate both financial and time benefits based on a few details about your business. Brighter PSA brings together your timesheets, expenses, sales pipeline, job budgets and forecasts, and resourcing. It gives you an unrivaled view of where your business is – and where to take it. For example, our pipeline dashboard shows you whether you will hit your targets for the year. We can show you how simple it is with a one-to-one online demo.Starting Price: $20 per month -
20
BigTime
BigTime Software
BigTime is a top-rated online time and billing software for professional service firms. With BigTime, firms can take advantage of time and expense tracking tools, WIP management, billing and invoicing, task and workflow management tools, and more, in a single platform. Cloud-based with an intuitive interface, BigTime bundles industry best practices and operational know-how in a user-friendly application that runs on all desktop and mobile devices. From project creation to client payments, BigTime streamlines firm operations with intuitive budgeting, project management, and invoicing solutions that can be configured to automate even the most complex scenarios. BigTime also integrates with leading productivity apps such as QuickBooks, Lacerte, Slack, Salesforce, and Zapier.Starting Price: $10.00/month/user -
21
SecturaFAB
SecturaSOFT
SecturaFAB is the fastest and easiest estimating software in the world. It was developed to reduce the need for engineering within the quoting process and to create profitable quotes much faster. By integrating SecturaFAB with your ERP, you reduce the need for double entry, eliminate back and forth discussions, and provide the ability for anyone within your organization to quote. Furthermore, SecturaFAB can accept a number of file types, DWG, DXF, PDF, STEP and even napkin drawings. Do you spend most of your day generating quotes for your laser or burn table? Do you spend too much time reviewing drawings to create pricing that you need to bid? SecturaFAB Quoting was developed for you. SecturaFAB Quoting & Estimating generates winning bids quickly and accurately using known variables. In just seconds, pricing is generated based on real production data and actual costs. Best of all, you’ll know exactly how profitable the job will be before the quote is ever submitted. -
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Jovaco Project
Jovaco Solutions
With more than 25 years of experience as an Independent Software Vendor (ISV), JOVACO Solutions has acquired a keen understanding of the specific needs and realities of project-based organizations. This has allowed us to develop a leading-edge project management solution that supports firms’ actual business processes and not the other way around. As project-based organizations make up 50% of our customer base, JOVACO Solutions can recommend best practices and proven solutions based on long-term partnerships. Built on the Microsoft Dynamics platform, our project management solution, JOVACO Project, offers 360° visibility into all business operations throughout the entire lifecycle of your projects. Developed with the needs of professional services firms in mind, this proven solution provides all the tools needed to better control projects, manage tasks and operations, and streamline processes from a single platform.Starting Price: $3000 one-time payment -
23
Simplestimate
Simplestimate
Simple Estimate is an online software estimation tool for agencies, development shops, and companies with large teams working in a project and each of those people have different roles and billable rates. Rates are stored globally and pre-filled for you as you select them. Don't recreate the wheel every project! Create your own custom templates so you don't have to start from scratch every time. You can have multiple templates for the variety of projects you see from week to week, or partials that you can insert into each project. Creating an estimate is a process. Estimates get changed by internal and external stakeholders over the course of a project. With snapshots, you can keep past versions of those project changes so that you can go back and reference them when you need to. -
24
TimTodo
TimTodo
TimTodo is a straightforward SaaS built for freelancers and agencies who want less complexity and more clarity. It helps you organize projects, assign tasks with deadlines, and track time directly where work happens. With built-in profitability insights, you instantly see if clients or projects are worth the effort. Clear reports provide managers with actionable data, while role-based permissions keep access secure and relevant for each user. Whether you’re running marketing campaigns, delivering software projects, or managing consulting work, TimTodo gives teams the essentials they need to stay organized, transparent, and profitable — without the clutter of traditional project management tools.Starting Price: $8/month -
25
Costlocker
Costlocker
A time, cost and profitability management application for the financially focused agency CEO and their team. Manage your company based on numbers, not feelings. Originally, we created Costlocker for ourselves. We watched our turnovers, costs and timesheets, but that wasn’t nearly enough, as we still didn’t know how much our work paid off. We needed a tool that would give us true financial insights and help us make decisions based on numbers, not feelings. See client and project profitability. Learn what types of projects are worth focusing on. Discover gold mines and plug spending leaks. Keep track of invoicing and predict cash flow. Manage external project costs comfortably. See if won tenders cover the costs of lost ones. Learn whether employees earn their salaries. Integrate easily with Basecamp, Toggl and more. Get a detailed insight into your agency’s financial status. Track budgets and time to see how people on your projects are doing.Starting Price: $12 per user -
26
ValuMax
Cortell
A lot of businesses around the world have experienced tough times in the past few years but are now looking at new strategic initiatives to make the best of the next economic upturn. Executives need to identify the best opportunities to grow their businesses and for this you really have to understand the dynamics of your business, which areas make or loose money, which areas have the capacity to grow business profitably, where to invest or divest, which customers drive profit or are value destroyers.For this you need proper Cost and Profitability insight. Problem areas may exist everywhere in the business, bad business processes, unprofitable products and customers, archaic supply chains that result in high cost-to-serve customers. The problem is management can often not pinpoint these issues and problems in their business. Businesses have become too large, too complex to easily identify problems. -
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Ivans Distribution Platform is the solution that makes accessing your agency distribution channel easier, so you can market, quote, and bind more of the right commercial lines business. Plug into the largest network of retail agencies and technology partners to grow in-appetite submissions and expand into new distribution channels. By removing complexity from sales and distribution, Ivans Distribution Platform makes business more profitable for both you and your retail agency partners. Eliminate the need for one-off connections to manage and maintain commercial line point solutions. Save time and expenses by letting us do the work. Simply plug into Ivans Distribution Platform once to connect with every agency partner in our network. By providing agents with appetite information the moment they need to place their commercial risks, you will be able to receive more in-appetite submissions and improve your win-loss ratio.
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28
DeskTeam360
DeskTeam360
Helping busy entrepreneurs and agencies spend less time on marketing grunt work and more time building a thriving business. Access your already established team of designers, developers, programmers, and technical admins with your US-based account manager so you don’t have to manage people or the process. Your dedicated account manager will find the right team member to get the job done and manage the process. We’ll finish your task, await feedback, and proceed to the next one. Unlimited revisions are offered without penalties until you and/or your clients are happy. We believe there’s an entirely different approach to graphic design, website support, and project-based marketing tasks that will decrease your stress and improve your productivity. Expensive agencies can eat up all of your profits and outsourcing every little project can turn into a bigger headache than it’s worth.Starting Price: $477 per month -
29
Clientary
Clientary
A full-suite platform to manage clients, invoices, projects, proposals, estimates, hours, payments, contractors, and staff. The perfect solution to win clients and save time. Clientary is a professional services automation solution that covers your entire business. We've helped tens of thousands of freelancers, agencies and businesses manage client workflows. Stop wrestling with one-off doc files, templates, and disconnected apps. We help you streamline client lifecycles from proposals and estimates to time tracking, invoices, and payments so you and your team have everything you need in one place. Start your client relationship right with proposals and contracts. Gather signatures directly through clientary. Generate invoices automatically from billable work or estimates. Collect payments directly via credit card, ACH, or offline methods. Track time and staff tasks. Plan future hours. Manage projects with budgets, deadlines, and varying rates.Starting Price: $19 per month -
30
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. -
31
Tempora
Tempora Software
Our timesheet software provides complete time accountability for your staff hours. The aim is simple; allow our clients to accurately record work time, closely monitor business costs and to inform fee negotiations and budgeting processes. Tempora will track all project costs and billable value of work carried out. Our software uses this to deliver the data you need when you need it. You can use as little or as much of Tempora as you require. Record just time and absence to begin with and move into complete business cost and profitability reporting later. Full project overviews and employee time tracking tool from pitch to completion. Use your timesheet data to improve your internal forecasting by comparing quoted work time and costs against the final delivered values. Use our reports to generate a full overview in seconds, to ensure managers get key data. Tempora reports cover time, staff utilisation, billable hours, cost and much more.Starting Price: $6 per month -
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ClearDash
Datatune
ClearDash improves the way service-based businesses manage information. Stop wasting time on non-billable tasks and streamline the management of your company with our simple web-based software. Having all the information you need about your customers in a single place (contacts, history, rates, quotes, invoices, service requests, etc.) is a tremendous time-saver. Whether your company uses work-order requests, service requests or trouble-tickets it's important to provide your customers with a simple method for requesting services. Billing is painful. But not with ClearDash. All of your labor, parts and recurring charges flow through one system which integrates with QuickBooks so that your accounting personnel don't have to change their workflow. Having a clear, professional quote format is critical to the credibility of your business. Spreadsheets can make a lousy first impression so having an elegant quoting system can be the difference between a sale and a lost opportunity.Starting Price: $24.99 per month -
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Allfred
Allfred
Transform your ad agency into a well‑oiled machine. Increase agency profitability by up to 30% with all‑in‑one integrations. Allfred’s connected data and analytics capabilities enable agency owners to make data‑informed decisions, leading to better client satisfaction and successful campaigns. Integrate project management, resource planning, and budgeting for real‑time decision-making. Lead your agency toward optimal efficiency and profitability. Increase visibility into all parts of the project process, from up‑to‑date budgets, resource planning, task and project management, and time‑tracking. Keep on top of financial data, so you don’t run into risks of underbudgeting or overwork. Automate manual tasks that save 30% of work and improve reporting 3x. Seamless budget, finance, billing & reporting management. Simple CRM for employees, clients, and contractors. Increase project visibility for less overwork and overtime.Starting Price: €8 per month -
34
eTrack
eTrack Products
All-in-one practice management and support coordination software to be efficient and profitable. The project management of a construction involves tracking many interrelated budgets, communications and documents between the builder, client, consultants, council and your team. It can be very lucrative providing you are super-efficient and never drop a ball. eTrack’s contract administration module will help you keep on top of everything by tracking contract details, budgets, requests for information (RFI), architects instructions (AI), trades and materials, claims and payments, variation requests (VR) and variation quotes (VQ), contract sum adjusts (CSA) or variations, extensions of time (EOT), defects, meeting minutes, insurances, compliance and more. If you have multiple projects assigned to different teams and staff then eTrack will make everything visible and give you control of the end to end process. -
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Collective OS
Collective OS
Collective OS is a trusted partnership ecosystem for professional service firms to find experts, case studies, share work experiences within your organization, and build private talent networks (collectives) with other firms. Use your agency management software to have employees and contractors create profiles, enabling you to quickly find the right expertise and availability within your network for any job, all in one place with Collective OS. Enhance your scale by grouping firms with similar experts or broaden your expertise by partnering with complementary firms, creating a versatile collective. Build a collective of companies for scale by clustering similar firms or for expertise by collaborating with symbiotic firms with complementary skills leveraging our agency management software. Expand what your company is capable of offering to your clients. Build and join networks of trusted & vetted talent. -
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PROCAS
PROCAS
PROCAS is a veteran-owned business that provides accounting software for government contractors. PROCAS was started with the simple idea of aligning the way accounting software functions with the way people actually work in a government contracting environment. PROCAS strives to make government contractors feel confident, connected, and cared for. PROCAS streamlines your path to DCAA compliance so your time can be spent meeting your contract requirements and exceeding your business goals. PROCAS software and the intuitive implementation process were designed to provide guidance for government contractors to simplify Defense Contract Audit Agency (DCAA) compliance. Accounting, timekeeping, expense reporting, and management reporting software are all integrated into one system to offer clients a seamless experience.Starting Price: $295 per month -
37
Planview ChangePoint
Planview
Planview ChangePoint enables end-to-end professional services automation for services-first businesses to streamline quote-to-cash and drive profitability. ChangePoint Services Automation (SA) is an end-to-end Professional, Managed, and Embedded services software application designed to power the entire engagement lifecycle. From identifying services opportunities, to contract and project management, to invoicing and revenue recognition, ChangePoint SA drives efficient orchestration of engagements, projects, and resources for informed business planning, improved financial control, and accelerated revenue growth. Groups all key customer lifecycle information in a way where everything makes sense. Never lose sight of who your key customer contacts are, so you can reach them when needed. Know your customer lifecycle health, immediately, based on the most important KPIs. Discover every aspect of the customer lifecycle and capitalize on every financial opportunity. -
38
AGENCY Software
Ken Tanzer
AGENCY Software is a Free Software data system created by and for non-profit organizations. AGENCY is designed to be flexible and adaptable for a wide variety of situations and requirements. With no vendor lock-in, and no per-user fees, AGENCY brings everyone together on the same page and puts your organization in control. AGENCY is both software and a project intending to create community among non-profits. AGENCY is 100% Free Software, which provides benefits for both price and freedom. AGENCY can be downloaded from the internet, and any organization using AGENCY has full rights to use and modify the software. There is no vendor lock-in, and so organizations are in full control of their data system. AGENCY also seeks to become a community of organizations, to facilitate cost-sharing, support each other, and provide a forum for the discussion and development of best practices regarding computer systems and data management. -
39
Trimble Construction One
Trimble
The Trimble Construction One construction management suite simplifies managing your projects, processes and people, bringing your data together for analysis. Pinpoint challenges early, address them and drive better outcomes — and margins. Great people make for great projects, but a lack of integration between the office, team and field can leave you unable to trust — or get — current data. It’s time to get more connected and more efficient so you can make smarter business decisions. A modern ERP construction solution can improve job cost accounting and provide accurate reporting in real-time—saving resources, time and frustration among construction accounting professionals. Integrate common workflows to understand current project health, productivity and profits with the Trimble Construction One construction management suite. -
40
EZLynx
EZLynx
Each EZLynx product integrates with our comparative rater and agency management system to provide a single platform. Bundle products to increase efficiency or purchase them separately. EZLynx provides innovative insurance software that helps streamline your agency’s workflow. You can bundle products to supercharge your agency's productivity or purchase products individually to meet the unique needs of your business. Each product integrates with our comparative rater and agency management system to provide a single platform to manage customers through their full life cycle. From real-time home and auto quoting on your insurance agency website to email marketing, EZLynx has a solution for you. The cloud-based system allows agents to maximize client acquisition and client servicing through the full client life cycle. Find each of your customer's quotes, policies, and documents in one place. -
41
DigitalDesk
DigitalDesk Solutions
Service desk software built for digital agencies and freelancers. DigitalDesk provides you with the tools to deliver great customer service to your clients, so they can get help quickly.Starting Price: $18.99/month -
42
HireXpert
TalentXpert
HireXpert provides various predictive possibilities helping Employers and Agencies to take informed decisions like matching skillsets with JD, and numerous possibilities considering candidates' past interview behavior. All this instant information helps Employers and Agencies smartly save lot of time which can be invested in people with the highest possibilities of clearing and joining. If a recruiter wants to find some third-party recruitment agencies to work on this position, so by just one click they can share these openings on Marketplace by setting their own T&C. Marketplace is nothing but a network of recruitment agencies, where openings will be broadcasted to HireXpert registered agency partners and they will start sending their interest to work on your opening. In this way, you can decide to choose the best suitable one or multiple agencies to work on your opening. -
43
AgencyPro
AgencyPro
AgencyPro is a comprehensive client portal software designed specifically for agencies to streamline their entire business operations. The platform unifies client management, project tracking, time monitoring, billing automation, and team collaboration into one branded experience that agencies can customize with their own logo, colors, and domain. With features like customizable client portals, automated invoicing, file proofing, CRM functionality, and detailed analytics, agencies can manage everything from initial client onboarding to final payment processing. Different agencies worldwide trust AgencyPro to increase their profitability by 40% while reducing administrative work and improving client satisfaction. -
44
Applied Rater
Applied Systems
Many agencies feel they spend too much time retrieving quotes from multiple insurer sites. Or worse, that quotes often lack accuracy, creating a poor client experience. You need a way to deliver fast, accurate quotes to your clients. Our cloud-based insurance quoting application Applied Rater® automates quoting workflows for the broadest range of insurers in the United States. It provides a single point of data entry to automate the exchange of information directly to insurers’ websites within the application. Use a quoting solution to enhance your agency's competitive value by delivering fast, accurate quoting that improves productivity and enhances customer service. Give clients the most competitive rates and comprehensive service. You can pull quotes directly from insurer sites into the application for fast, accurate quoting. -
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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 -
46
Bauwise
Bauwise
Bauwise construction cost management software is the place where project managers and management work together to understand the construction project financial performance and make sure that the project is operating within the agreed budget. Work with an up-to-date budget and monitor all changes to understand how they impact on the project’s profitability. Track the completion, compare projected and committed costs against actual expenses, and indicate budget lines that need attention. Avoid going over budget or running out of cash in the middle of a construction project. Get insights regarding the latest contracts, change orders, commitments and automatically updated budget lines with expenses form the accounting tool or get feedback from built-in daily reporting tool. Our construction job costing software eliminates the need to copy data between spreadsheets or request an updated statement from your accounting department.Starting Price: $297 per month -
47
Merlin Project
ProjectWizards GmbH
Merlin Project is the standard for project management in industries such as Architecture & Construction, Media & Agencies, Research & Development, Education and others. For more than 18 years customers in over 160 countries have been using our flexible app to plan, manage & control their small and large projects – no matter whether you're on a Mac or an iPad! Merlin Project is project management with a bit of magic!Starting Price: $19.99 -
48
Corecon
Corecon Technologies
Corecon’s cloud based software suite helps engineering and construction firms manage their projects more efficiently. The software helps people with different roles and responsibilities work together regardless if they are at the office or jobsite. The software suite includes modules for estimating, vendor bid management, contract administration, procurement, time tracking, correspondence, documentation, and scheduling. Being cloud based, contracting firms will have the ability to access their project information anytime anywhere and make quick and informed decisions. With its built-in wizards that automate complex tasks or comprehensive executive dashboards to analyze project budgets, Corecon provides cutting-edge technology to maximize the profitability of one’s projects and make all departments work more efficiently.Starting Price: $10-20/user/month -
49
Ruum
SAP
Coordinate with internal and external stakeholders, follow upon campaign budgets, share updates with agencies, and coordinate company occasions. Increase efficiency of logistics, create and maintain clear and effective supply chain methods, coordinate teamwork across planning and execution. Manage services in parallel, coordinate Requests for Proposals, Proof of Concepts, and customer escalations with full transparency. Create hiring plans, manage and organize interviews, onboard new employees, and coordinate employee programs with other departments. Manage project-based sales, oversee key milestones, deliverables, and contacts; close more deals faster and duplicate across accounts. Gather and discuss data, share ideas for action plans, manage responsibilities, and implement more data-driven business activities. Get an overview of all open projects and tasks at one glimpse.Starting Price: $10 per month -
50
Deltek WorkBook
Deltek
Built by agency veterans, Deltek WorkBook is a total agency management system that provides best practice solutions to help your agency grow. WorkBook makes it easier to focus on your clients and make strategic decisions for the future by streamlining projects, people and finance from end-to-end, giving you better control, insight and visibility at any time. Take it a step further by seamlessly connecting Deltek ConceptShare to bring online proofing into your project management workflow without losing valuable functionality. And with a Deltek Power Launch implementation, you can get up and running faster using WorkBook’s custom-designed, role-based configuration to help manage your agency better. Streamline projects, people and finance from end-to-end in one best practice solution designed to help you grow. Boost productivity and optimize utilization through better project and resource planning.Starting Price: $19.00/month/user
