The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance.
Planfix’s platform combines task and project management, CRM, sales, marketing, production, logistics, support service, accounting, and HR in one full-featured solution. Data is seamlessly transferred from one team to another - for example, a transaction at the implementation stage becomes a project and then is transferred to support.
Planfix is equally well suited for businesses and non-profit organizations, public associations, or any other group of people working towards a common cause.
Trusted by 7724 companies, automates business workflows of more than 68 000 users.
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Coevera is an AI-native CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers — companies with a defined sales process, sales managers accountable for pipeline, and deals complex enough that consultation rather than transaction wins them. Formerly Pipeliner CRM, built since 2011 on one idea: a sales process should be visible, teachable and repeatable. Intelligence is the default state of the system, not a premium add-on. The platform is industry-agnostic; our strongest results have come from manufacturing, financial services, insurance, software, professional services, energy and mining.
Sales leaders buy Coevera for a forecast they can defend. Sales operations teams buy it because it can be configured, changed and reported on without a dedicated administrator, outside consultants or a multi-year build. Reps use it because the pipeline is visual and the next step is obvious.
Voyager AI — predictive deal and pipeline guidance in context, with native MCP so Coevera data is available to the AI tools your team already uses.
Visual pipeline management — drag-and-drop pipelines, buying centers and relationship maps, so who is involved in a deal and what stage it is actually in are both visible.
Guided selling — your stages, required activities and qualification criteria enforced in the flow of work rather than in a document.
Automatizer — no-code workflow automation your own ops team builds and changes.
Reporting and forecasting built in — no BI licence required, with BI Feeder exporting to Tableau, Power BI and others when your analysts want the raw data.
Three editions at three price points — $85, $115 and $150 per user per month. Implementations run in weeks, not quarters. Served markets: United States, Canada, the Un
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Bordio
Bordio is a project management software designed to help teams organize their projects and tasks efficiently. As a task management tool, Bordio allows you to plan out your team's week using a project planning calendar, prioritize tasks on a kanban board, and set reminders for meetings—all in one integrated platform.
Imagine effortlessly dragging and dropping tasks into your online calendar, color-coding them for clear visibility of today’s priorities and upcoming commitments.
Got a meeting? Schedule it directly in Bordio’s work board and streamline your workflow by eliminating the need for multiple apps. Plus, you can engage in real-time chat within a task, keeping all related conversations and files organized and accessible.
Bordio’s integration with Google Calendar enhances this functionality, creating a unified view of all your schedules. This project management tool offers an affordable solution for comprehensive work management. It serves as both a team management software and project tracker, making it easier to manage workloads, track progress, and ensure projects are completed on time.
With features like the task tracker and team task planner, Bordio empowers you to monitor each task's progress.
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LeapCount
LeapCount is an all-encompassing business management solution crafted to assist freelancers, startups, and Small to Medium Enterprises (SMEs) in navigating the challenges of increasing software expenses while maintaining high functionality. By consolidating vital business tools into a user-friendly interface, LeapCount removes the hassle of managing multiple subscriptions, enabling teams to efficiently track finances, oversee projects, exchange files, and manage inventory in a cohesive manner. Designed as a cost-effective substitute for pricey and disjointed software collections, LeapCount presents five dynamic, interconnected modules: Professional Accounting, which serves as a strong alternative to Xero and QuickBooks, featuring elegant invoice generation, tracking of Accounts Receivable and Payable, and automated journal entries, thus equipping businesses with the ability to manage their financials and Chart of Accounts like professionals, potentially saving them hundreds of dollars each year. Project Management includes user-friendly drag-and-drop Kanban boards that rival those of Trello and ClickUp, enhancing collaborative efforts among team members and streamlining workflow processes effectively. This powerful suite ensures that businesses have access to comprehensive tools without the burden of excessive costs.
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