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Description
Indy is an adaptive and all-in-one management software that allows freelancers to track everything, from payments to proposals. Indy makes time management and organization easy so users can focus on their work.
This platform includes a collection of contract, proposal, and form templates that make it easier to get clients. Users can assign tasks to specific projects or to categories using the task tracking system. The time tracker tool allows users to log and categorize time spent on tasks as they work. This makes it easy to balance multiple projects or create invoices. Indy can generate detailed invoices for clients when it's time to pay. In return, clients have peace of mind knowing Indy uses top payment methods such as PayPal and Zelle. Indy is a versatile and reliable tool that can be used with other tools such as Profiles, Drive and Client Contacts.
Description
Get Proteus and get better productivity, better consistency, better control, and better visibility. Proteus is the complete project management solution built by energy experts for people in the energy sector. Proteus brings project planning, resource management, project management, collaboration, project financials, and business intelligence into one integrated solution. Proteus moves energy companies away from a fixed cost model to an on-demand model, crucial to staying competitive in a low margin environment. Move faster, stay accurate, deliver more projects and keep work simplified.
Use Proteus to bring all project workflows together in one single view: clients, proposals, projects, invoicing, documents, inventory, and more- all in one place. Integrated with Microsoft 365.
Project teams can collaborate with remote access to timesheets, equipment details, project costs, work completion status, and other resources. Generate invoices and manage client information, and legal contracts from a unified platform. Proteus enables project managers to store documents centrally and streamline workflows, technical calculations, and other operations. Monitor metrics in real time and get full project control.
API Access
Has API
No
API Access
Has API
Yes
Pricing Details
$19/month
Free Trial
No
Free Version
Yes
Pricing Details
$35 per user per month
Flat fee per user per month. For timesheet only users, $15 per month.
Free Trial
Yes
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
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Indy
Founded
2016
Country
United States
Website
weareindy.com
Vendor Details
Company Name
Xergy
Founded
2019
Country
United Kingdom
Website
xergy.com/proteus/
Product Features
Billing and Invoicing
Billing Portal
No
Contact Database
Yes
Contingency Billing
No
Customer Portal
No
Customizable Invoices
Yes
Dunning Management
No
Hourly Billing
Yes
Invoice History
Yes
Mobile Payments
No
Multi-Currency
Yes
Online Invoicing
Yes
Online Payments
Yes
Payment Processing
No
Project Billing
Yes
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
Yes
Business Management
Billing & Invoicing
Yes
CRM
Yes
Employee Management
No
Financial Management
No
Inventory Management
No
Marketing Management
No
Order Management
No
Point of Sale (POS)
No
Project Management
No
Purchasing
No
Scheduling
Yes
Time & Expense Tracking
Yes
Training Management
No
Vendor Management
No
Contract Management
Buy Side (Suppliers)
No
Completion Tracking
Yes
Compliance Tracking
No
Contract Lifecycle Management
No
Electronic Signature
Yes
Full Text Search
Yes
Government Contracts
No
Pre-built Templates
Yes
Sell Side (Customers)
No
Specialty Contracts
Yes
Version Control
No
Workflow Management
Yes
Online Form Builders
Artificial Intelligence
No
Assign Roles / Permissions
Yes
Collaboration Tools
Yes
Conversational Forms
No
Data Tables
No
Drag & Drop / No Code
Yes
Export to PDF
No
HIPAA Compliant
No
Import Existing Forms
No
Mobile Forms
No
Offline Forms
No
Pre-made Templates
No
Quizzes / Questionnaires
No
Reporting / Data Visualization
No
Signup Forms
No
Surveys
No
Proposal Management
Automatic Formatting
No
Calendar Management
Yes
Collaboration
Yes
Contact Management
Yes
Content Repository
No
Document Management
Yes
Electronic Signature
Yes
Knowledge Library
No
Pipeline Management
No
RFP Management
No
Requirements Management
No
Revision Management
No
Task Management
No
Templates
Yes
Version Control
No
RFP
Bid Management
No
Collaboration
Yes
Content Management
No
Data Import / Export
No
Due Date Tracking
No
Knowledge Library
No
Progress Tracking
No
RFP Creation
No
RFP Responding
No
Requirements Management
No
Task Management
No
Templates
No
Vendor Management
No
Task Management
Collaboration
Yes
Create Subtasks
No
Gamification
No
Gantt Charts
No
Mobile Access
Yes
Percent-Complete Tracking
No
Progress Tracking
No
Recurring Tasks
No
Reporting/Analytics
No
Spreadsheet View
No
Task Board View
Yes
Task Planning
No
Task Scheduling
Yes
Task Tracking
Yes
Time Tracking
Yes
To-Do List View
Yes
Time Tracking
Automatic Time Capture
No
Billable & Non-Billable Hours
Yes
Billing & Invoicing
Yes
Employee Database
No
Expense Tracking
No
Mobile Time Tracking
Yes
Multiple Billing Rates
Yes
Offline Time Tracking
No
Online Time Tracking
Yes
Overtime Calculation
No
Time per Project Reporting
Yes
Timesheet Management
Yes
Vacation / Leave Tracking
No
Product Features
Business Management
Billing & Invoicing
Yes
CRM
Yes
Employee Management
Yes
Financial Management
Yes
Inventory Management
Yes
Marketing Management
No
Order Management
Yes
Point of Sale (POS)
No
Project Management
Yes
Purchasing
Yes
Scheduling
Yes
Time & Expense Tracking
Yes
Training Management
No
Vendor Management
Yes
Collaboration
Brainstorming
No
Calendar Management
Yes
Chat / Messaging
Yes
Contact Management
Yes
Content Management
Yes
Document Management
Yes
Project Management
Yes
Real Time Editing
Yes
Task Management
Yes
Version Control
Yes
Video Conferencing
No
Contractor Management
Contractor Database
Yes
Insurance Tracking
No
License Tracking
No
Permit Tracking
No
Skills & Competencies
Yes
Task Management
Yes
Work Hour Tracking
Yes
ERP
Accounting Integration
Yes
Accounting Management
Yes
CRM
Yes
Dashboard
Yes
Distribution Management
Yes
Enterprise Asset Management
Yes
Financial Management
Yes
HR Management
Yes
Inventory Management
Yes
Order Management
Yes
Project Management
Yes
Purchase Order Management
Yes
Purchasing
No
Reporting/Analytics
Yes
Sales Management
No
Supply Chain Management
Yes
Warehouse Management
Yes
Job Costing
Bills of Material
Yes
Budgeting & Forecasting
Yes
Change Orders
Yes
Cost-to-Completion Tracking
Yes
Invoice Management
Yes
Overrun Reporting
No
Percent-Complete Tracking
Yes
Production Cost Tracking
Yes
Purchase Order Management
Yes
Quotes / Estimates
Yes
Time Tracking
Yes
Work Order Management
Yes
Oil and Gas
Compliance Management
No
Equipment Management
Yes
Inventory Management
Yes
Job Costing
Yes
Logistics Management
Yes
Maintenance Management
No
Material Management
Yes
Project Management
Yes
Resource Management
Yes
Scheduling
Yes
Work Order Management
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 Planning
Agile Methodologies
No
Budget Management
Yes
Collaboration Tools
Yes
Due Date Tracking
Yes
Gantt Charts
Yes
Kanban Board
No
Prioritization
Yes
Progress Tracking
Yes
Resource Management
Yes
Task Management
Yes
Template Management
Yes
Traditional Methodologies
Yes
Project Tracking
Collaboration Tools
Yes
Cost-to-Completion Tracking
Yes
Gantt Charts
Yes
Kanban Board
No
Milestone Tracking
Yes
Percent-Complete Tracking
Yes
Prioritization
Yes
Status Tracking
Yes
Time & Expense Tracking
Yes
Proposal Management
Automatic Formatting
No
Calendar Management
Yes
Collaboration
Yes
Contact Management
Yes
Content Repository
Yes
Document Management
Yes
Electronic Signature
No
Knowledge Library
Yes
Pipeline Management
Yes
RFP Management
Yes
Requirements Management
Yes
Revision Management
Yes
Task Management
Yes
Templates
Yes
Version Control
Yes
Resource Management
Capacity Management
Yes
Data Visualization
Yes
Demand Forecasting
Yes
Drag & Drop
Yes
Employee Scheduling
Yes
Filtered Search
Yes
Resource Allocation
Yes
Skills Tracking
No
Utilization Management
Yes
Time Tracking
Automatic Time Capture
No
Billable & Non-Billable Hours
Yes
Billing & Invoicing
Yes
Employee Database
Yes
Expense Tracking
Yes
Mobile Time Tracking
Yes
Multiple Billing Rates
No
Offline Time Tracking
Yes
Online Time Tracking
No
Overtime Calculation
Yes
Time per Project Reporting
Yes
Timesheet Management
Yes
Vacation / Leave Tracking
No
Work Management
Access Roles / Permissions
Yes
CRM
No
Calendar Management
Yes
Collaboration Tools
Yes
File Storage / File Sharing
Yes
Kanban
No
Messaging / Discussion
Yes
Performance Metrics
Yes
Project Management
Yes
Reporting / Analytics
Yes
Resource Management
Yes
Strategic Planning
Yes
Task Management
Yes
Time Tracking
Yes
Version Control
Yes
Workflow Management
Yes