Alternatives to bCommunities
Compare bCommunities alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to bCommunities in 2026. Compare features, ratings, user reviews, pricing, and more from bCommunities competitors and alternatives in order to make an informed decision for your business.
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1
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. -
2
Connecteam
Connecteam
Connecteam is an award-winning all-in-one employee management solution for daily operations, communications, and human resource management. With Connecteam you can manage every aspect of your business on the go, no workstation needed. Easily engage and manage non-desk employees with Connecteam’s mobile-first platform that helps improve communication, enhance daily processes and increase productivity with custom checklists, forms, and reports. Schedule shifts and track accurate work hours with Connecteam’s automated GPS time clock and easily export approved timesheets to payroll. Connecteam helps you keep your employees sharp thanks to knowledge base centers and advanced training courses. Raise morale with employee recognition rewards and keep the entire company updated through the main news feed. Simplify employee communication, enhance professional skills, manage daily tasks and so much more, all in one app and for an affordable price. -
3
Square 9
Square 9
Square 9 removes the frustration of extracting data from documents, forms, and all external sources, so you can harness the full power of your information. Release your team from repetitive tasks while your work flows freely in areas like Accounts Payable, Order Processing, Customer and Vendor Onboarding and Contracts Management. -
4
FileInvite
FileInvite
Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. 2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.Starting Price: $829/mo -
5
Claromentis
Claromentis
We give organisations a digital workplace to call home. At Claromentis, we've expanded the capabilities of the traditional intranet, empowering people to access information, communicate and collaborate with their coworkers, streamline business processes, learn new skills, and integrate their third-party apps, all within a single space. Our digital workplace software is designed to connect teams to their work and each other, regardless of their location. So whether your teams are office-based, 100% remote, or somewhere in between, our software unifies all the tools they need do their job productively. We're trusted by leading brands worldwide, including household names like Virgin Care, Legal & General, and Crabtree & Evelyn; non-profits such as SeriousFun Children’s Network; and innovative tech companies like Boost.ai.Starting Price: $1.31/month/user -
6
Onehub
Onehub
Onehub is the secure file storage and sharing service built for businesses of any size. Bank-level encryption of your data as well as our granular, role-based permission structure means you can control who has access to your content and share critical business files with confidence. Onehub offers a suite of robust business tools such as virtual data rooms, client portals, Google Docs integration, automatic watermarking, branded workspaces, and custom agreements to enhance and expand your file sharing. Customize your Onehub Workspace to give content sharing a more professional, polished look and create your own Client Portal. Onehub’s virtual data rooms allow your business to send proprietary information to clients while keeping collaborators anonymous.Starting Price: $37.50/month -
7
Noodle
Vialect
Noodle is the all-in-one enterprise platform that removes the stress of working across emails, file servers, task managers, spreadsheets, chats, meetings, etc. Teams that use their Noodle communicate better and are more productive. Your people will see where everything is, understand what everyone is working on, all while improving the company culture. Features Cloud or On-Premise Options Fully Customizable Design Build Sites in Minutes Regularly Updated With New Features Flexible Password Controls Drag and Drop Features/Post Track Views of Content Unlimited Colors/Skins Create Polls/Surveys Sync with Active Directory 11 Supported Languages Built In Block Text Editor Follow Co-Worker’s Statuses Create Custom Workflows Embed Video and Photos Easily Archive Content Video Conferencing Build E-Forms and Reports Merge Multiple Calendars Optimized For Speed All Applications Included View Personal User Statistics Personal Digital Workspace EtcStarting Price: $200 per month -
8
Aprio Board Management Software
Aprio Inc.
Aprio provides secure, one-stop access to board materials from any device, enabling real-time communication and instant notifications. It streamlines board meeting preparation with efficient tools for agenda building and scheduling. The cloud-based platform fosters board engagement by allowing directors to annotate and share notes. Advanced security measures ensure board information remains safe, even if devices are lost or stolen. Aprio facilitates decision-making outside the boardroom and is widely used across various sectors including credit unions, banks, healthcare, education, and public corporations. Known for its ease of use, advanced security and best customer support in the industry, Aprio makes good governance simple. -
9
Bordio
Bordio
Bordio is a comprehensive project management software that integrates team management software, task management tools, and a project planning calendar all in one platform. It brings together everything teams need to get their work done, from setting up projects with a project planner and organizing tasks on a kanban board, to collaborating with team members using a task board. The platform provides a clear view of what needs to be done each day with its online calendar, making overwhelming to-do lists a thing of the past. With features for scheduling tasks on specific days and keeping track of progress with color-coded statuses, Bordio keeps teams focused and acts as an effective project tracker and task tracker. You can invite guests like clients or freelancers into projects at no extra cost and work together seamlessly. The inclusion of a team task planner and team tracker ensures that every member’s efforts are synchronized and visible.Starting Price: $5.99 per user per month -
10
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. -
11
monday.com
monday.com
Simplify the way your team works with monday.com, a cloud-based project management platform that provides customizable no-code solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and more. monday.com allows businesses of all sizes to work in an efficient environment where every team member can assign tasks, automate repetitive work, collaborate in real-time, and share files. With this platform, you can manage everything from simple to complex projects and ensure seamless communication between team members. Customizable dashboards give quick high-level overviews of every project, visual boards help organize tasks, and thanks to integrations with third-party applications such as Outlook, Zoom, Gmail, Google Drive, Dropbox, Excel you can continue working with all your existing tools within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries and verticals.Starting Price: $39/month for 5 users -
12
Bitrix24
Bitrix24
Replace a multitude of services and apps with a single ecosystem for your business to work in. Explore the tools of Bitrix24 Activity stream, group chat, calendars, workgroups and other collaboration tools at your disposal. Bitrix24 helps you plan and execute your projects on time every time. Available online and on-premise with open source code access. Collaborative task management for teams large and small. Time tracking, reminders, reporting, templates, task dependencies and more. The world’s most popular free CRM by number of users (12 million companies and growing). Outstanding real time assistance tools that keep customers happy and coming back for your goods or services. Stunningly beautiful websites, landing pages and online stores that can be created by anyone without writing a single line of code. Free domain name and hosting is included. You can use the self-hosted version of Bitrix24 to run on your server.Starting Price: $ 49 per month -
13
Glasscubes
Glasscubes
Glasscubes makes it easy for businesses of all sizes to work with anyone, from anywhere. A cloud-based collaboration platform trusted by the UK government and high-performing business, Glasscubes provides teams with secure online workspaces that enable them to work smarter and better. The platform includes file sharing, team collaboration, task and project management, and intranet/extranet features.Starting Price: $5.00/month/user -
14
Assembly
Assembly
Assembly is a client experience and back-office platform built for tech-enabled professional service firms such as consulting, accounting, law, real estate, marketing, and technology. It replaces scattered tools with a unified, branded client portal where businesses can connect, communicate, invoice, share files, and manage tasks from first sale to full scale. The system centralizes visibility into client relationships across the organization, powered by secure AI assistance to streamline workflows and save time. Assembly integrates easily with existing business tools via embeds, Zapier, Make, or its own flexible API and supports the creation of custom apps. Key features include secure messaging, file sharing, invoicing and billing with one-click payments, contracts and e-signatures, storefronts to productize services, forms, and task management. It is designed to deliver remarkable, modern client experiences while maintaining enterprise-grade security and HIPAA compliance.Starting Price: $39 per month -
15
IntelliEnterprise
adenin TECHNOLOGIES
IntelliEnterprise is the most complete Intranet Software Suite for managing content and processes. It lets organizations manage and efficiently distribute relevant content, offers integrated security, customizable applications and workflows for process automation, extensive social tools to connect employees across departmental boundaries; and ties everything into a Digital Workplace foundation that enables the mobile workforce to access data in a user-friendly wherever they are.Starting Price: $99.00/one-time/user -
16
Motion.io
Motion.io
Motion.io is an all-in-one client portal and project management platform designed to streamline client work for service-based businesses. It offers loginless, white-labeled portals where clients can upload files, complete forms, track project progress, and communicate with teams without the need for account creation. Motion.io's task builder allows businesses to assign tasks that automatically remind clients to complete necessary actions, such as signing documents or submitting information. Motion.io also features electronic document signing, enabling clients to sign contracts directly within their portals. Its project tracker provides clients with clear visibility into each stage of their projects, enhancing transparency and reducing the need for status update meetings. The unified inbox consolidates all client communications, including messages and support tickets, into a single dashboard for efficient management.Starting Price: $19 per month -
17
Ahsuite
Ahsuite
One place for sharing tasks, files, passwords, presentations, and Data Studio reports. Ahsuite lets you keep all your client communication organized so nothing gets missed or lost. Your clients will appreciate the structure and professionalism, and you will be able to spend less time running your agency and more time designing, writing, and running your clients’ campaigns. No need to keep sending links over email. Easily embed Data Studio dashboards, Google Slides, and videos right in your client portals. Ahsuite tasks have everything you need to manage complex projects, checklists, templates, labels, dependencies, attachments, calendar views, and more. Decide which files require client approval, such as agreements and proofs. Custom labels and searches make organizing your files easy. Ahsuite's encrypted password manager makes it easy to share passwords with only the people who need them. Help your team keep track of who did what and when with timestamped log entries.Starting Price: $30 per month -
18
Agency Handy
Agency Handy
Agency Handy is an all-in-one client portal software designed to streamline operations for agencies by consolidating client management, project tracking, task assignments, invoicing, payments, and communication within a single platform. Users can create detailed service catalogs with customizable packages, share them publicly or embed them on their websites, and set up tailored intake and order forms to gather necessary client information efficiently. It supports seamless client onboarding by allowing the creation of client profiles with essential information and automated email invitations for quick confirmations. Agency Handy offers robust task management features, including Kanban boards for visualizing project progress, real-time collaboration tools for team and client communication, and integrated file feedback and annotation capabilities. Financial operations are simplified through automated invoicing with support for various payment gateways.Starting Price: $49 per month -
19
PortalsXpress
PortalsXpress
PortalsXpress allows you to share documents securely with your clients and field offices. Your clients view and edit documents under their portal, which is branded with your company's name and colors. Quickly share documents by printing with our direct-to-portal PDF printer driver. Just print from your favorite application, select a client and the document is available. Padlocks provide a powerful and intuitive way to secure documents. Keep documents for your accounting department and CEO secured for their eyes only with our Padlocks. Ever have a document that is hard to find? Think about that across your entire organization. Get search features for your entire portal using our Secure Document Search Engine. Secure document search will never show a document unless you have permission to view it - Padlocks and secure document search work together.Starting Price: $311.40 per year -
20
Nios4
Nios4
Preset modules and sections, low-code editing tools and features ready to use. Everything you need to manage your data. Take advantage of Windows and Mac to create your perfect ERP. Even without the cloud. Thanks to the Android and iOS apps, you will always have your databases with you. Even without the internet. Work with your favorite browsers wherever you want. Each template has dozens of ready-to-install components to suit your way of working. In addition to permissions, you can assign data to one or more users. Each user thus sees only his data and those you decide. Nios4 allows use even on a single device without data sharing (but you miss the beauty of the system). Create as many sections as you want and best display the data in your tables. Thanks to the integrated GPS functions, you can mark the position of where your data is collected. -
21
PIQNIC
PIQNIC
PIQNIC is a super platform where task management, team collaboration and document management connect. Where information is easily accessible and files never get lost. Where communication, ideas, tasks and projects happen in harmony without endless meetings, emails and distractions. They have had enough of distractions, inefficient work practices and information spread across multiple systems and apps. The good news… Everything you need to be super organized is on the one smart platform. The way we capture, search and share information has changed. Put an end to digital chaos and instantly find anything you need no matter where it is or what it is. File sharing meets real-time collaboration. Share files, request approvals and decisions, edit and add versions, instant messaging and automated workflow. Everything you need, and more to build super productive and connected teams. Keep your teams (and anyone else) on the same page.Starting Price: $29 per user per month -
22
Zapa Client Portals
Breichbilt
Introducing Zapa Client Portals, the easy solution for managing client documents. As a CPA, gather documents faster during tax season. As an attorney, manage documents and communication in one place for more profitability. The portal allows clients to upload documents, provides a checklist of necessary documents and deadlines and gives self-service access to their files. It's secure, reliable and user-friendly. Upgrade your client management with Zapa. Try it now! Zapa Client Portals is built for small business owners such as accountants and attorneys who need a secure and efficient way to gather, organize, and share client documents. These professionals often work with sensitive financial and personal information and need a reliable solution to keep this information secure while also streamlining their workflow. The portal is designed to provide a user-friendly interface for clients to upload documents, a checklist of necessary documents and deadlines, and easy self-service access.Starting Price: $52 per month, unlimited users -
23
FeatValue
FeatValue
FeatValue is a customer portal for agencies and service providers. Thanks to its deep integration into the most popular project management systems, clients can be easily integrated into existing processes. FeatValue synchronizes the tasks and offers a review process for the client. Clients can create tasks and view the processing status. -
24
N-Able Projects Portal
AbleNet Solutions
Schedule, manage, and track multiple projects for teams, workgroups, or the entire organization. Increase team communications. Shorten project life cycles. Improve the quality of project deliverables. Retain and reuse accumulated knowledge. Status and other reports for multiple projects. Time - estimated vs. actual for projects and team members. Discussion - virtual meeting space. Library - post and discuss project deliverables. Task email alerts (with link to the task detail). The N-Able Project Solutions are project management software applications focused on providing teams or workgroups with the ability to easily schedule projects, share information, track tasks, discuss ideas, and resolve issues as they arise over the course of the project. All of the applications provide a personalized project portal into the team activities and move an organization onto the knowledge management path. -
25
MyDocSafe
DocSafe
MyDocSafe is your digital transformation partner that helps you automate client-facing processes such as pitching, onboarding and secure document sharing. MyDocSafe is the only document security and e-sign software you need to verify and manage all your documents online and automate all your compliance, onboarding and contract renewal processes. Enjoy more features to help you save time & effort. Benefit from more integrations to improve your efficiency. And get more engagement to drive your revenue. Simplify and streamline your proposals with a customizable workflow and an entirely paperless quoting process. Close deals faster, and avoid administrative delays – with efficient, effective, multi-departmental workflows. Minimize non-billable, low-value time spent onboarding new clients with automatic document distribution, reminders, and notifications.Starting Price: $8 per month -
26
SmartVault
SmartVault
SmartVault is the easiest and most secure way to optimize how you, your staff, and your clients gather, store, share, and eSign documents in the cloud. Streamline how you work, collaborate with clients more easily, and reduce costs — through one integrated document management and client portal solution.Starting Price: $20.00/month/user -
27
Digital Pigeon
Digi Pigi, LLC
A large file delivery service for advertising & marketing agencies, digital media producers, and creative studios. Never miss a deadline with our incredibly fast and reliable service for sending and receiving massive files. We use enterprise-grade Amazon servers to make sure your files are secure and delivered incredibly quickly. We have primary file servers in four continents and edge servers in over 50 major cities around the world.Starting Price: $29.00/month -
28
iManage
iManage
Transforming how professionals work combining artificial intelligence, security and risk mitigation with market leading document and email management. The iManage Cloud is a modern cloud architecture designed to support the unique needs of professional work product management. Users can work effectively on high or low bandwidth connections and even when disconnected. iManage Cloud delivers an optimized user experience when working with large files, fully secured and back-up across a network of worldwide data centers. Proven deployment methodology, annual subscription pricing and rapid onboarding all increase your organization's agility. -
29
SPP.co
SPP.co
SPP.co is an all-in-one client-portal platform purpose-built for digital service and productized agencies, bringing billing, onboarding, projects, support, CRM, forms, portals, and payments into a single branded workspace. Agencies use their customizable order and intake forms to guide clients into buying services or subscriptions online, automatically create invoices or Stripe subscriptions, and assign projects/tasks based on rules and status. The system provides a white-label portal for clients, even allowing custom branding, domain, colors, and templates, where clients can review invoices, pay, see project status, and collaborate without leaving the portal. Behind the scenes, the admin side supports team inboxes, permissions, internal & external messaging, task assignment, order history, custom statuses, and role-based views so agencies can scale workflows of 2 up to 200 staff. Extensive integrations, APIs, and webhooks enable checkout flows, subscription billing and more.Starting Price: $99 per month -
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DocuSoft
DocuSoft
Docusoft works with financial services professionals to develop software and create an innovative solution; document management, cloud file storage, client data management, workflow processes, data protection, file sharing, and document delivery, and electronic signatures are among the issues we address. Together, we develop the best software solutions for accountants, insolvency practitioners, financial and business advisers, and other professional services businesses across the world. Every business communication or transaction results in the creation of files or documents. Docusoft CloudFiler gives you the best cloud document management solution to manage your business communications and records. With tools to index and file, create, automate and process, users can easily search and retrieve their business documents, use OCR search features and review documents, all from any web browser! -
31
Hancom Office
Hancom
Useful and affordable MS Office alternative for your work. Hancom Office 2020 provides a feature-rich set of desktop productivity applications for conducting common tasks such as word processing, spreadsheet modeling, graphic presentation and working with PDFs. With an intuitive interface and powerful features, Hancom Office can bring out the true professional in you today. Hancom Office 2020 builds on the best of the Hancom Office and Thinkfree Office productivity suites to deliver an office experience that empowers teams to do their best work. Hancom Office 2020 provides the best performance, the highest MS Office file compatibility and the most feature-complete productivity suite for beginners and advanced users. Create, edit, and share professional-quality documents, spreadsheets, and presentations. New enhanced visual clipboard selection pane. Annotate PDF files or convert them into editable Word/Excel/PowerPoint documents. -
32
Kanban for WordPress
Gelform
Focus on your work and not organization. Visual boards mean fewer distractions and make it clear what should be worked on next. Communicate and collaborate all in one place. Keep everyone up to date even if they are working remotely. Empower your team members, leaders, and clients with more oversight on priorities, progress, and completions. Create, update and check off tasks on your phone or tablet without any extra plugins or apps. Your information stays safe, secure and private on your own server. Project data is never shared with regular WordPress data. Assign tasks to team members to make sure they get done. Estimate how long you think tasks will take, then track your hours to see the progress of tasks as they get done. Data is stored separately from your WordPress data, for better privacy and security.Starting Price: $149 per year -
33
Clinked
Rabbitsoft
Clinked is a cloud-based white-label client portal, allowing teams to share files, manage projects, and collaborate. Clinked key features include third-party application integrations, search tool, file sharing, task management, and collaboration tools. Clinked is also accessible via Android and iOS mobile applications.Starting Price: $99.00/month -
34
Portal
Portal
The modern client portal for innovative businesses. Let clients login on your own website to share files, sign docs, make payments, send messages, and more. One app for everything required to run a virtual business including billing, file sharing & eSignatures, messaging, intake forms, and a knowledge base. Portal lets you define precisely what your clients see. You can host Portal on your own domain and make every pixel look on-brand. Connect an existing marketing website or use our website builder to create a page optimized for professional services. Add the secure file-sharing and eSignatures module to your client portal. Replaces Google Drive, Dropbox, ShareFile, and DocuSign. Add the billing module to your portal. Give clients a branded payment experience. Replaces Bill.com and FreshBooks. Add the intake forms module to your client portal. Streamline the client intake process. Replaces Formstack and Microsoft Forms.Starting Price: $69 per month -
35
NetDocuments
NetDocuments
Simplify document reviews by making it easy for everyone on your team to preview, annotate, share, and mark up documents in real-time without ever sending an email or downloading a file to your desktop. Facilitate centralized feedback, comments, and discussions on documents without ever removing them from your secure NetDocuments environment. Communicate content edits clearly and quickly reference feedback with Margin Notes. Users can quickly add comments to a document directly from the preview window, enabling your team to collaborate without downloading or opening the document itself. Collaborate in real-time and communicate around the document, without editing directly within the document. By doing so, you avoid the need to wait for a colleague to check a document in so you can work, or create a duplicate version that may not include someone else’s edits. -
36
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. -
37
eXo Platform
eXo Platform
eXo Platform is an open-source digital workplace solutions for growing teams and enterprises, featuring: ✅ Internal Communications ✅ Team Collaboration ✅ Knowledge Management ✅ Productivity and Employee Recognition use cases. eXo stands out by: 👍 its fluid and integrated employe experience, on desktop and mobile 👍 the platform’s ease of use 👍 innovative employee engagement features. eXo Platform is developed on open-source technology and supports open standards. The platform is extensible and interoperable, all services are exposed REST APIs. The platform also offers additional security capabilities, developed in collaboration with highly sensitive clients. With eXo Platform, companies can connect, engage and reward their employees, customers, and partners with its social, engagement and gamification capabilities.Starting Price: $3.00/user/month -
38
BoxesOS
Epazz
The Epazz Web Portal is a gateway to information and resources for your users. The customizable portal is where users log in to your company's intranet system. Each user can log in as well as customize the portal with his or her own choice of organization, graphics, colors, and layout. The Web Portal Component makes it simple for companies to create a business home page and provide access to communication features, and collaboration options. We offer streamlined portal software that leads into your corporate intranet. What do you get with the BoxOS portal component? Epazz opens up communication so you and your employees can collaborate easily and effectively. Access your company's online community through your web portal. Improves interaction and working together for any complex organization. Improves the lines of communication and productivity. Offers live online chats for dialog between coworkers anywhere.Starting Price: $300 per month -
39
JBoss Portal
Red Hat
JBoss Portal provides an open source platform for hosting and serving a portal's Web interface, publishing and managing its content, and customizing its experience. While most packaged Portal frameworks help enterprises launch Portals more quickly, only JBoss Portal delivers the benefits of a zero-cost open source license combined with a flexible and scalable underlying platform. If you wish to get involved as a developer in the Portal project, please visit the forums and get to know people. Also, it is recommended you visit the JIRA pages to get a glimpse on the status or project tasks. All of the developers on the JBoss Portal project began as independent contributors to one JBoss project or another. JBoss core developers are guided by a meritocracy, and we hire talent anywhere in the world it may be. -
40
Nucleus One
Ademero
Nucleus One is an all-in-one collaboration platform for modern businesses. Combining project management, document management, digital signatures, forms automation, public portals, an advanced workflow engine, and an AI assistant, it streamlines productivity and enhances team efficiency. Manage tasks seamlessly, store and access files easily, expedite approvals, create a professional online presence, and automate routine tasks with no-code setup. The AI assistant provides support, insights, and suggestions to help you make informed decisions. Experience unparalleled productivity and collaboration with Nucleus One.Starting Price: $10/month/user -
41
Bonzai Intranet
Aurea
Intuitive navigation and best-in-class search make your intranet the key to getting work done. Make it easy for your users to find everything they need. Take collaboration from a buzzword to a reality with Bonzai’s easy-to-use intranet platform. Bonzai makes all the critical people, content and file sharing information your team needs for successful collaboration easily findable with our industry-leading search. Keep the progress moving with team collaboration tools, automated workflows and document access, downloading and editing features. Whether you need to communicate your business goals to the entire organization or just a specific group, Bonzai gives you the tools you need to get your message noticed. Improve engagement by giving employees the ability to comment, like and share posts. Now, you can finally see your internal communication strategy succeed. -
42
Broadridge Client Portal
Broadridge Financial Solutions
Work smarter every day with detailed reporting and advanced search capabilities. The Client Portal is an intuitive tool that brings all your critical information into one place, helping you simplify processes and automate tasks. Boost efficiency by using the Client Portal to access shareholder data and other important information. From accessing on-demand reports to monitoring real-time voting results, the Client Portal serves to make your life easier. The Client Portal empowers you to do your work, your way. One simple tool offers critical data, real-time and historical reports, advanced search and filtering capabilities, and client alerts. The Client Portal empowers you to do your work, your way. One simple tool offers critical data, real-time and historical reports, advanced search and filtering capabilities, and client alerts. Boost efficiency by using the Client Portal to access shareholder data and other important information. -
43
Paperless Online
Paperless Online
Go paperless. The Form & Document Management CRM for all teams. Converting to a paperless office — the ultimate solution for small & medium-sized businesses. All your employees, customers & vendors in one database. Communication, tasks, forms and all paperwork paperlessly. All forms and documents electronically. Includes routing & approval tracking. Ok, you have data in the forms. How about making sense of the data or search by criteria you need? And share with teammates and clients. Separate File Cabinets for each staff and contact, in addition to company File Cabinet. Your documents in File Cabinet by custom fields and tags. We can help you digitize documents and forms, and transfer to an electronic filing system on Paperless Online. Contacts can login to self-service portal and submit required forms and documents. Store and easily retrieve all data, including forms, documents and files of your teammates, clients and vendors.Starting Price: $15 per user per month -
44
File Request Pro
File Request Pro
Collecting electronic files from your clients is hard work. They don't have the same software. Email is messy and insecure. Use a branded upload page with drag and drop functionality to gather and organize content. Spend more time on important tasks and less time worrying about logistics and security. Easily receive digital documents, photos, and videos from clients no matter what software they use. All uploaded files go straight to your cloud storage and are collected under your client's name. No more lost files and time-consuming searches. File Request Pro connects with OneDrive, SharePoint, GoogleDrive and Google Docs. Get set up in 5 minutes. Organise personal details, bank statements and other financial documents direct in your cloud storage. Improve the customer experience and spend more time on your core competencies. Lending and mortgage. Spend more time closing deals and less time on paperwork. Quickly collect and organise bank statements, ID documents, pay slips.Starting Price: $49 per month -
45
ProDeal
ProDeal
Close more deals faster, with ProDeal. Replace email chains, conference calls, and data rooms with a lightning-fast document and workflow management platform. ProDeal adds security, organization, and visibility to your deals. Create your deal room and invite everyone to the table with a click. Track tasks and documents with customizable checklists. Upload, review, version, and save for easy retrieval later. Replace messy email chains with secure, real-time messaging. A simple and smooth interface that you master in minutes. Stay on top of details, cut closing costs, and keep everyone on the same page. ProDeal gives our clients the security and governance of encrypted email plus the workflow of a cutting edge platform in one easy to adopt tool that you can pick up in minutes. ProDeal is a team of technology, finance, and legal experts on a mission to secure and streamline transactions across the globe. -
46
DocuLynx
DocuLynx
Business today is more competitive than ever before and identifying ways to increase profitability, grow revenue, and attract best-in-class talent are constant struggles. However, relying on manual paper-based tasks, filing cabinets full of paper, and antiquated business systems to serve up information we severely hamper our ability to be competitive. That’s where the digital transformation solutions from DRS can help you achieve the competitive advantage you are looking for. Most businesses have a need to intelligently migrate and store the data they receive. Whether it is information that must be kept at the highest levels of security like personally identifiable information (PII), or data that has to be kept in compliance-ready storage, many businesses cannot afford to store that information in conventional, on-site storage. Taking your paper files with you when you move offices is costly, prone to privacy issues, and lost files. -
47
TimeHero
TimeHero
TimeHero is the only task management tool that schedules your work for you, so you can get more done. Add to-dos, events or entire projects, and TimeHero will find the time in your calendar to complete them. As things come up, TimeHero reorganizes your schedule and notifies you of risk! TimeHero shows you when projects are falling behind, and gives you the tools to bring them back on track. Pinpoint risky tasks and overloaded team members in seconds. No check-ins or update meetings required. Reallocate tasks and adjust workflows, so your team never misses a deadline.Starting Price: $12.00/month/user -
48
GetBusy
GetBusy
Task Management Software. Organize your team with unmissable tasks. Focus your team with small, clear tasks that always get done. Packed with powerful features like online signatures. Trusted By Over 8,000 Teams. Small, clear tasks that always get done. These days critical tasks come from all directions, on different platforms, from different people. They often need the input of others to complete them. GetBusy’s task management software gets your work under control, making it unmissable, ordered and prioritized. Task Management. Imagine if your team always knew the who, what and when of every message. Client Requests. GetBusy isn't limited to your own team. Send tasks to anyone, anywhere – just like an email. Signatures. Exchange and sign legally binding documents at a fraction of the price of dedicated signature tools. File Requests. Chasing a file? Request confidential files as clear tasks. And much more secure than email.Starting Price: £30 per user per month -
49
The Portal Connector
Sylogist
Improve your Customer Service with Dynamics CRM and The Portal Connector. Seamless integration between Microsoft Dynamics CRM or Dynamics 365 with a secure and customizable Online Portal means you are able to provide more effective Customer Service—faster. Easy to use, no need for coding, custom programming, or other complex technical requirements. Key advantages of The Portal Connector include: • Host your portal onsite, in the cloud or third party hosting provider • Works with Dynamics CRM 2011, 2013, 2015, 2016, Dynamics 365 • All data in CRM, including Custom Entities can be used in your portal solution • One license includes unlimited Dev/Test/UAT environments • The Portal Connector is easy to use and does not require any coding skills • End Users can authenticate to your portal with Facebook, LinkedIn, Twitter and custom authentication methods • Our open API allows developers to customize every aspect of the solutionStarting Price: $14995.00/one-time -
50
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
