Average Ratings 0 Ratings
Average Ratings 714 Ratings
Description
Captivate clients and reduce time spent on administrative tasks, eliminating the need for manual invoicing and persistent payment reminders. Cone’s user-friendly proposal software exemplifies the ideal blend of simplicity and functionality tailored for accountants. Effortlessly send polished proposals while securing payment information in advance. Projects can commence automatically once a proposal has been signed, removing the burden of manual intervention. Experience seamless project initiation after acceptance, while gaining insightful visibility into your team's tasks, deadlines, and overall project advancements to enhance workflows. Optimize your operations and unlock higher levels of productivity. Utilize the client portal to distribute forms, gather electronic signatures, and request files without hassle, eliminating the need for follow-ups with clients. Generate invoices directly from proposals or ongoing projects, accommodating various payment options such as ACH or credit/debit cards. Recognizing the importance of data security for your business’s triumph, we have instituted robust measures to safeguard your information effectively. By leveraging this software, you can focus on what truly matters: growing your business and serving your clients better.
Description
Planview AdaptiveWork, previously known as Clarizen, empowers PMOs and professional services teams of various sizes to achieve instant visibility across their operations, streamline workflows, proactively address potential risks, and enhance overall business outcomes.
By aligning with the company’s strategic objectives, organizations can maximize workforce effectiveness, ensuring that teams concentrate on delivering the most critical tasks timely. It facilitates the tracking, management, and prioritization of work requests, guaranteeing that each request automatically encompasses all necessary information for execution. With bi-directional integration with your CRM and custom triggers in place, opportunity details can be effortlessly captured to aid in planning client projects. The platform automates and governs the various phases of the request lifecycle, including submission, scoring, prioritization, routing, and approval, thereby streamlining the pathway for converting requests into actionable projects, tasks, or work items. This comprehensive approach not only boosts efficiency but also fosters a culture of accountability and transparency within the organization.
API Access
Has API
No
API Access
Has API
No
Integrations
Box
No
Google Drive
No
Jira
No
Jira Work Management
No
ManageEngine Identity Manager Plus
No
Microsoft Excel
No
NetSuite
No
Planview Hub
No
QuickBooks Online
No
QuickBooks Online Advanced
No
Integrations
Box
Yes
Google Drive
Yes
Jira
Yes
Jira Work Management
Yes
ManageEngine Identity Manager Plus
Yes
Microsoft Excel
Yes
NetSuite
Yes
Planview Hub
Yes
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
Pricing Details
$8.51 per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Cone
Founded
2022
Country
United States
Website
www.getcone.io
Vendor Details
Company Name
Planview
Founded
1989
Country
United States
Website
www.planview.com/products-solutions/products/adaptivework/
Product Features
Accounting Practice Management
Approval Workflow
No
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
For CPA Firms
No
Project Management
No
Staff Management
No
Time Tracking
No
Professional Services Automation
Billing & Invoicing
No
CRM
No
Client Portal
No
Collaboration Tools
No
Document Management
No
Portfolio Management
No
Project Management
No
Proposal Generation
No
Quote Management
No
Resource Management
No
Time & Expense Tracking
No
Work Management
Access Roles / Permissions
No
CRM
No
Calendar Management
No
Collaboration Tools
No
File Storage / File Sharing
No
Kanban
No
Messaging / Discussion
No
Performance Metrics
No
Project Management
No
Reporting / Analytics
No
Resource Management
No
Strategic Planning
No
Task Management
No
Time Tracking
No
Version Control
No
Workflow Management
No
Product Features
Business Process Management
Access Controls / Permissions
Yes
Alerts / Notifications
Yes
Business Process Automation
Yes
Business Rules Management
Yes
Collaboration
Yes
Process Change Tracking
Yes
Process Mapping
Yes
Process Modeling & Design
Yes
Visual Workflow Management
No
Demand Planning
Capacity Planning
No
Data Visualization
No
Historical Reporting
No
Inventory Optimization
No
Planned vs Actual Tracking
No
Product Introduction Planning
No
Promotions Management
No
Replenishment Management
No
Sales Forecasting
No
Supply Forecasting
No
IT Management
Capacity Monitoring
No
Compliance Management
No
Event Logs
No
Hardware Inventory
No
IT Budgeting
No
License Management
No
Patch Management
No
Remote Access
No
Scheduling
No
Software Inventory
No
User Activity Monitoring
No
IT Project Management
Bug Tracking
Yes
Issue Management
Yes
Milestone Tracking
Yes
Percent-Complete Tracking
Yes
Portfolio Management
Yes
Prioritization
Yes
Product Roadmapping
Yes
Requirements Management
Yes
Resource Management
Yes
Status Tracking
Yes
Supports Agile
No
Supports Scrum
No
Task Management
Yes
Testing / QA Management
Yes
Time & Expense Tracking
Yes
Professional Services Automation
Billing & Invoicing
No
CRM
Yes
Client Portal
Yes
Collaboration Tools
Yes
Document Management
Yes
Portfolio Management
Yes
Project Management
Yes
Proposal Generation
Yes
Quote Management
Yes
Resource Management
Yes
Time & Expense Tracking
Yes
Project Management
Agile Methodologies
Yes
Budget Management
Yes
Client Portal
Yes
Collaboration Tools
Yes
Cost-to-Completion Tracking
Yes
Customizable Templates
Yes
Gantt Charts
Yes
Idea Management
Yes
Kanban Board
Yes
Milestone Tracking
Yes
Portfolio Management
Yes
Resource Management
Yes
Time & Expense Tracking
Yes
Traditional Methodologies
Yes
Project Portfolio Management
Budget Management
Yes
Collaboration
Yes
Dashboard
Yes
Issue Management
Yes
Milestone Tracking
Yes
Portfolio Management
Yes
Project Planning
Yes
Requirements Management
Yes
Resource Management
Yes
Status Tracking
Yes
Task Management
Yes
Time & Expense Tracking
Yes
Resource Management
Capacity Management
Yes
Data Visualization
Yes
Demand Forecasting
Yes
Drag & Drop
Yes
Employee Scheduling
No
Filtered Search
Yes
Resource Allocation
Yes
Skills Tracking
No
Utilization Management
Yes
Task Management
Collaboration
Yes
Create Subtasks
Yes
Gamification
Yes
Gantt Charts
Yes
Mobile Access
Yes
Percent-Complete Tracking
Yes
Progress Tracking
Yes
Recurring Tasks
Yes
Reporting/Analytics
Yes
Spreadsheet View
Yes
Task Board View
Yes
Task Planning
Yes
Task Scheduling
Yes
Task Tracking
Yes
Time Tracking
Yes
To-Do List View
Yes
Work Management
Access Roles / Permissions
No
CRM
No
Calendar Management
No
Collaboration Tools
No
File Storage / File Sharing
No
Kanban
No
Messaging / Discussion
No
Performance Metrics
No
Project Management
No
Reporting / Analytics
No
Resource Management
No
Strategic Planning
No
Task Management
No
Time Tracking
No
Version Control
No
Workflow Management
No
Workflow Management
Access Controls/Permissions
Yes
Approval Process Control
Yes
Business Process Automation
Yes
Calendar Management
Yes
Compliance Tracking
Yes
Configurable Workflow
Yes
Customizable Dashboard
Yes
Document Management
Yes
Forms Management
No
Graphical Workflow Editor
Yes
Mobile Access
Yes
No-Code
No
Task Management
Yes
Third Party Integrations
Yes
Workflow Configuration
Yes
