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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Fractional Workspace is designed exclusively for fractional executives rather than being a modified version of a standard CRM or project management system. It encompasses the complete engagement lifecycle within a single platform: utilizing AI for opportunity analysis that interprets your prospect notes and suggests offers from your pricing library, generating proposals that auto-fill, facilitating online signatures without the need for DocuSign, and providing client workspaces that include action items, meeting summaries, and a decision log. This unique tool integrates pipeline management, proposal creation, and daily client operations seamlessly for independent professionals juggling several clients, ensuring an efficient workflow tailored to their specific needs. Unlike other solutions, it focuses solely on the requirements of fractional executives, enhancing their productivity and organization.

Description

Spruce is a comprehensive software solution tailored for heat pump businesses, designed to enhance every phase of the installation journey, starting from the first inquiry to the final documentation and compliance requirements. By utilizing this platform, installers can efficiently save time, boost their conversion rates, and expand their business reach. The software features tools for managing inquiry forms and creating immediate, precise heat loss assessments and cost estimates that help filter out unqualified leads. It also facilitates the creation of professional proposals with automated reports and branding elements, in addition to offering a heat loss survey and design capability that enables swift production of system designs and visually appealing reports. Furthermore, Spruce streamlines the paperwork and compliance process by automatically filling in all necessary documents for installations, notifications, and handovers, while incorporating a new integrated quality management system that ensures MCS compliance without requiring manual intervention. The platform promotes collaboration among all parties in the supply chain, permitting subcontractors and suppliers to coordinate effectively on various projects, and it seamlessly integrates with other workflow management tools for enhanced operational efficiency. This cohesive approach ultimately helps businesses thrive in a competitive market.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Android No 
Apple iOS No 
Pipedrive No 
Simpro No 
WhatsApp No 
Zapier No 
Zoho Billing No 
magicplan No 

Integrations

Android Yes 
Apple iOS Yes 
Pipedrive Yes 
Simpro Yes 
WhatsApp Yes 
Zapier Yes 
Zoho Billing Yes 
magicplan Yes 

Pricing Details

$29/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 No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Fractional Workspace

Founded

2026

Country

United States

Website

www.fractionalworkspace.com

Vendor Details

Company Name

Spruce

Founded

2023

Country

United Kingdom

Website

www.spruce.eco/

Product Features

Project Management

Agile Methodologies No 
Budget Management No 
Client Portal No 
Collaboration Tools No 
Cost-to-Completion Tracking No 
Customizable Templates No 
Gantt Charts No 
Idea Management No 
Kanban Board No 
Milestone Tracking No 
Portfolio Management No 
Resource Management No 
Time & Expense Tracking No 
Traditional Methodologies No 

Product Features

Quality Management

Audit Management No 
Complaint Management No 
Compliance Management No 
Corrective and Preventive Actions (CAPA) No 
Defect Tracking No 
Document Control No 
Equipment Management No 
ISO Standards Management No 
Maintenance Management No 
Risk Management No 
Supplier Quality Control No 
Training Management No 

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