Alternatives to TeamWave

Built on monday.com's flexible low-code/no-code framework, WORK OS, monday sales CRM is a fully customizable CRM that empowers business owners and sales teams to manage every aspect of their sales cycle and customer data in one centralized place They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. Create customizable dashboards to confidently analyze your data and get a clear overview of your sales activities and performance to optimize your sales processes or adjust your strategy, without the need for an IT expertise. monday sales CRM eliminates hours of repetitive work by automating manual processes using no-code and seamlessly integrates with the tools sales teams already use. Beyond this, nurture all your client relationships by managing post-sale activities such as onboarding and their projects. Send out personalized invoices and quotes with ease. Unlike traditional CRMs, monday sales CRM is extremely user-friendly, providing your sales team with a CRM they'd actually want to use.

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.

Shape Software's purpose-built sales and marketing automation software empowers you to manage all aspects of your business from one platform. The cloud-based software from Shape offers many tools to help you manage and automate your online marketing, promotions via text, email and digital marketing ads, capture leads from online sources, nurture prospects and customers and project manage your day. You can also offer customers a secure portal to streamline your intake processes, systematically score leads with ShapeIQ, and run detailed custom reporting. Start growing your revenue with Shape's flexible suite of services today.

Visual Planning is a powerful scheduling and resource management tool that's simple to use. Visual Planning is used by thousands of organizations to share their schedules and work more efficiently together.

monday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly 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.

Yalla takes pieces of all the most popular team collaboration softwares that only provide one or two functions and meshes them all into one software. All the best functionalities in one package deal with one simple subscription tier, which, reviewed annually, could be saving your company thousands of dollars that are spent on multiple subscriptions. Think of how many users you have, getting charged per month, per software... Let's simplify things, shall we? The main points that Yalla can accomplish are the to-do lists, the team collaboration, the chat, the client collaboration, the project organization, the funnels for frequent procedures, the timekeeping, the reports, and the integrations. These are just to name a few, you'd be here all day if I listed off everything. The best part about Yalla, we're right by your side the entire trip. We built the software around teams, so we're dedicated to helping you get your team set up and running! To sum it all up in one sentence: Yalla was made to make your life easier, cheaper, and more efficient!

ClickUp is the future for work. It provides tasks, documents, goals, and much more. In today's workplace, data silos and duplicate spending are unacceptable. ClickUp unites all your work in one place. It can replace all of them with one app. ClickUp can be customized for any size team, whether you're working on sprints or proofing ads. ClickUp AI is an AI-powered writing assistant that can help you with a variety of tasks, including summarizing text, generating ideas, and writing different kinds of creative content. ClickUp is a fully customizable and exclusive platform that can be used by teams of any size and industry. It is a must-have tool for any team who wants to manage all aspects of design and development from one place. The platform allows for deep modularity through add-ons called "ClickApps", which allow for rich customization for each team. ClickUp allows for the creation of custom views that can be saved and shared with anyone. It also has proprietary features like Assigned Comments, LineUp™ and Box view which allow for unprecedented management of people.

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.

Ravetree is an all-in-one platform built specifically for client service businesses that need advanced project management, budgeting, and billing—far beyond generic tools. Forecast project budgets, track actual spend, and get instant insights into fees, costs, and profitability with powerful visualizations and reports. This clarity helps you make informed decisions and keep projects financially on track. Ravetree’s robust time tracking and billing features offer unmatched flexibility. Create time logs in one click, assign them to projects or clients, and manage approvals with custom workflows. Set up client-specific rate cards with start and end dates for billing accuracy and consistency. Assign multiple team members to the same task—each with their own bill rate, work role, and time estimate—so you accurately reflect every specialist’s unique contribution and cost. Generate invoices directly from approved time logs and expenses, with seamless QuickBooks integration for efficient financial management. Benefit from advanced resource planning, real-time project visibility, and customizable dashboards—eliminating the need for spreadsheets and disconnected tools. With unlimited file storage, secure client portals, and real-time collaboration, Ravetree keeps your team and clients connected and informed throughout every project. Whether you manage creative, digital, or consulting projects, Ravetree is the ideal solution for businesses that need a platform that truly supports their needs and drives client satisfaction.

GreenRope CRM is an all-in-one CRM. It accelerates growth by increasing awareness and generating leads. With an intuitive and easy-to-use interface, you can leverage advanced automation, predictive analytics, AI, and artificial intelligence (AI). GreenRope's many features will help you connect with your clients and leads. All the tools you need for engaging your contacts, including email marketing, social media, advanced marketing automation, and more are at your fingertips. It's easier than ever to stay in touch with your contacts and be top of mind.

Caflou lets you take control of your company, projects and team, finances and increase your profit. Caflou is an all-in-one business management system ideal for marketing agencies and professionals, web developers or IT teams or any business providing services. With Caflou you get best value for your money. With Caflou you manage your customer relationships, projects with their budgets, finances and profitability, you can track time, manage your team and their workload or even automate repeatable activities, all in one place from anywhere. Join 3500+ companies using Caflou. Start Free right now!

Flowlu is your ultimate destination for comprehensive business management. Offering a complete suite of tools for project organization, task delegation, financial tracking, and team collaboration, Flowlu empowers you with complete visibility into your company's operations. Streamlining your business processes, Flowlu serves as a centralized hub where you can efficiently manage all aspects of your operations in one convenient location.

Begin by gathering all the potential opportunities present in your sales or project pipeline, which should encompass essential information such as the account manager, pricing, duration, and likelihood of sale. Once you have compiled these details, initiate your project by preparing a budget and moving forward with execution! Next, focus on the client dashboard to set revenue targets and monitor sales performance effectively. Ensure you update client information regularly, establish specific revenue goals for each account, and analyze the trends that contribute to both your successes and setbacks in winning projects. Now, it’s time to identify and categorize all the resources required for your project into distinct areas and tasks. As you do so, revise your budget accordingly and maintain a historical record of various budget versions for reference. Lastly, organize your work schedule based on the allocated budget, as maintaining alignment between planning and budget is crucial. By effectively planning production and defining milestones in a collaborative environment, you can enhance team efficiency and ensure that all elements of the project are well-structured and organized for success.

Explore how Apptivo CRM Software can enhance your ability to attract, engage, retain, and delight a larger customer base. Say goodbye to the hassle of managing multiple applications. By utilizing this tool, you can significantly enhance your productivity and strengthen your client relationships through seamless management of Customers, Finances, and Support directly from your mobile device. This comprehensive CRM includes a variety of applications such as Invoices, Projects, Work Orders, Timesheets, Orders, Estimates, Help Desk, and Expense Reports—all in one place. It's a user-friendly online CRM system designed to keep your contacts, reminders, files, and communication history organized. As your business expands and you require additional applications, you can conveniently add them from the App Store at any time. Effectively manage your sales pipeline, monitor employee performance, and close more deals than ever before. You can easily track your sales and quickly convert them into invoices for prompt payment! Our commitment is to spare no effort in supporting our clients and ensuring their businesses flourish. With Apptivo, you receive everything you need in a single cloud-based solution, encompassing CRM, Project Management, Invoicing, and much more. This integrated approach not only simplifies your workflow but also fosters long-lasting customer relationships.

CRM and project management suite. WiseTeam integrates modern management techniques such as KANBAN, SCRUM and A3, SALESPIPELINE, ITIL, and SALES PIPELINE. All tasks related to sales, projects and internal activities can be planned and tracked in real-time. The interactive KANBAN board displays tasks. It makes it easy to delegate tasks, focus on the tasks of the week, and see the future workload of employees. It is easy to track employees' time, each project has summary information, and billing is simple. It is easy to plan a project, its activities and results, as well as the budget. You can now monitor the status of your project in real-time. You can also deliver the results on schedule, within budget and within the scope. You can monitor not just one project but the entire portfolio of projects or all of your company's projects. You can keep track of all your sales opportunities by storing information about potential clients and their employees in one location.

Adaptive provides a comprehensive, user-friendly, cloud-based, customizable ERP with multiple fraud risk mitigation controls. * Enhanced Security: A unique database and encryption key per client. Access controls & permissions are built into every module. A special 2-Factor Authentication login that is close to hack-free * Streamline your business. * Adaptive handles all setup: No need for integrators Key Functionality: * Document Management: Unlimited Folders & File Tags; Share files/ folders with teams, depts., stakeholders or 3rd parties. Find files in seconds with search by filter/tag * Portfolio & Project Management: Plannning, Skills, Capacity Utilitisation, RACI, Swimlanes, Gantt Charts, Patent-Pending Kanban-C & Dependencies, Critical Dependencies, ListViews, RFIs, Risk Registers, Time & Billing, Scheduling, Analytics * Integrated E-Commerce & ERP & CMS * CRM * Dashboards for teams, clients & suppliers * Automate Accounting (GL, AR, AP, Trial Balance, Ageing) & customised ledgers * Automate Invoicing & E-Payments * Purchase Orders * Inventory Management * MRP * Manufacturing * Maintenance & Work Orders * Job Costing, Quotes * Encrypted Messaging * Detailed Reporting & filters

Workslam is a cutting-edge platform designed for efficient team management and employee appreciation, functioning as both a project management system and a customer relationship management (CRM) tool. It features a comprehensive employee motivation initiative and assessment mechanism, alongside a corporate messenger that facilitates client support and the creation of group discussions. Users can monitor the current status of various business processes, analyze employee tasks and accomplishments, and foster a culture of success that drives individuals to excel in their roles. The platform offers extensive opportunities to engage every team member actively in their work. Furthermore, it allows team members to assess their peers based on key performance indicators, while managers can access detailed analytics for informed decision-making. The corporate messenger doubles as a resource for client maintenance and support, enabling the formation of collaborative group chats. With a user-friendly planning interface that includes Gantt Charts and an efficient kanban-style task management system, users can create new projects, oversee deadlines, and manage the various phases of implementation seamlessly. Overall, Workslam provides a comprehensive solution that enhances productivity and collaboration within teams.

The only tool you need for your business. Everything from finding clients to getting money in the bank - Marketing, Outreach and Sales, Project Management and Invoicing! Popups, forms and deals pipelines, as well as outreach, lead generation, and enrichment - all you need to hit your sales quota! Time Tracker, bug tracking, task tracking, kanban board, productivity analytics, and performance reviews will help you to ace your new project. Automate your business processes with Invoicing, integrations with payment processors and crypto processors. Payroll, analytics, accounting, and payroll.

A CRM solution designed for managing sales, personnel, and financial operations can facilitate effective electronic document organization and collaborative work on files. It allows for the consolidation of all contacts and their interaction history with business associates within one centralized system. You can set up tasks, delegate them to specific team members, and monitor their progress. Communication with colleagues and partners can occur through various channels, including email, VoIP calls, chat, Service Desk, and forums. Additionally, it enables the monitoring of financial transactions and assesses employee performance through automated reporting tools, ensuring a comprehensive overview of both productivity and financial health. This integrated approach enhances teamwork and streamlines processes across the organization.

Discover user-friendly software tailored for consultancy firms that enhances CRM and maintains connections effortlessly! With all your relationships displayed in a simple layout, you'll gain valuable insights into ongoing matters while elevating customer service standards. Every interaction with clients is documented, allowing you to save time, acquire knowledge, and optimize processes. Gripp serves as a comprehensive solution that restores clarity within your organization, whether you need to generate flawless quotes instantly, manage project tasks with clarity, or execute effective credit management—all functionalities are at your fingertips with Gripp. Enjoy the freedom to work from any location, at any time! Gripp ensures you retain oversight of your operations, so you can relax during your vacation knowing everything is in check. Additionally, our exceptional helpdesk is ready to assist you; explore our support page for extensive resources, and if further assistance is needed, feel free to reach out via email! Your success is just a click away with Gripp.

Futuramo enables teams to efficiently manage their workload, distribute tasks, document bugs, and monitor time utilization. With a comprehensive array of vital project management tools tailored for creative teams, Futuramo enhances the collaborative process. The applications provided by Futuramo facilitate quicker communication and the sharing of ideas, leading to more effective teamwork. Collaborate seamlessly with both your colleagues and clients on shared projects, minimizing distractions. Explore features such as Tasks, Visual Tickets, and Time Tracker to optimize your workflow. Designed to promote teamwork among various stakeholders, Futuramo’s intelligent apps allow members to collaborate on joint projects, swap tasks and tickets, and allocate responsibilities. By adopting Futuramo, you can streamline processes and make work simpler for everyone involved in your team, ultimately fostering a more productive environment.

Understand your clientele and expand your enterprise with Insightly. This robust and user-friendly customer relationship management platform caters to small and medium-sized businesses, empowering teams to boost sales, cultivate connections, and complete projects punctually. It features seamless integrations with popular applications like Gmail, Office 365, and MailChimp. Additionally, Insightly provides essential tools that assist organizations in overseeing contacts during the sales process, managing customer relations, and keeping an eye on their sales pipeline, among various other functionalities. By leveraging Insightly, businesses can enhance their operational efficiency while improving customer satisfaction.

Manage all the processes of your company with a single project management platform. Take control of your finances, recruit faster, build an effective team, manage contacts and tasks and achieve project goals. Take advantage of the key features, including ATS and HRMS systems, CRM tools, Kanban boards and to-do list, time tracking, calendar, and more. Customization options allow you to make it your own.

Consolidate all your contacts, including individuals and organizations, into a single accessible location. Ensure your entire team has a unified view of this contact information by sharing it effectively. Maintain a record of your communication history through notes, messages, files, and photos, fostering collaboration among team members to address issues collectively. Manage and oversee deals from the initial interaction to the final payment, while also linking tasks and contacts for better organization. Analyze the reasons behind your successes and failures in previous deals. Collaborate with your team to assign and complete tasks, ensuring that nothing falls through the cracks. Monitor both pending and assigned tasks using shared calendars for better visibility. With smart email and in-app alerts, you'll be promptly informed of any significant developments. Centrium will keep you informed and engaged. Organize various tasks into milestones and projects, delegating specific responsibilities to different team members to enhance efficiency and ensure everyone remains updated. This streamlined approach not only improves productivity but also strengthens teamwork and communication across your organization.

Streamline and automate all your tasks, projects, documents, customer interactions, and team communications within a single platform. When sales inquiries arrive at a designated email address, tasks can be automatically assigned to the relevant users. Additionally, any email attachments sent or received will be seamlessly uploaded to cloud storage. You can generate tasks instantly when an email is received from a specific contact. The system can also update a prospective client's status from cold to hot upon receiving an email. If a client’s status needs to change from hot to cold, a task can be created to send a follow-up email. In cases where the first sales team member is unresponsive, tasks will automatically be reassigned to the next available team member. With just one click, you can convert an email into a task, and similarly, transform any email into a discussion thread that can be shared with your team. Furthermore, files shared through real-time chat are automatically stored in your cloud file storage system within DynaDo, ensuring that all your resources are efficiently organized and accessible. This comprehensive automation not only saves time but also enhances collaboration among team members, leading to improved productivity and better customer service.

Marketing automation tools enable the nurturing of leads while effectively monitoring outcomes. Seamlessly integrated with sales management systems, these tools enhance the ability to close more transactions successfully. Sales management software allows for the tracking of activities, expansion of sales pipelines, and efficient customer management. Generate insightful reports that guide critical business choices. Project management applications assist teams in maintaining organization, fostering collaboration on tasks, and monitoring progress. Visualizing objectives and achieving significant milestones become attainable goals. Accomplish tasks efficiently with an aesthetically pleasing dashboard that keeps users engaged and eager for more features. Effortlessly monitor progress and achievements in games, earning badges, coins, and completing collections for tangible rewards. This approach not only motivates users but also drives results. Sales professionals thrive on competition; harness that competitive spirit within your team, and observe a remarkable increase in your sales performance. A culture of competition will not only enhance motivation but also elevate overall team productivity.

Daylite is a Mac-based CRM that's designed for small businesses. Daylite keeps track of everything, from client communication and follow-ups to project details. It also tracks next steps. All this in one app. Integrate with Apple Mail and Apple Contacts & Calendars. Share with your team. You can also work offline.

Accelo is a beloved tool among professional service firms globally, designed to effectively manage client projects and enhance profitability. This comprehensive cloud-based platform encompasses every facet of client work, from initial prospecting to final payment, covering areas such as sales, project management, ticketing, retainers, timesheets, and resource allocation, all accessible from any location. Focusing on both time efficiency and financial management, this client work management system provides an integrated view of the latest business metrics and financial health. By centralizing client interactions, activities, and tasks within a single interface, users can effortlessly track progress without the need for constant status inquiries. Accelo optimizes workflows and boosts productivity across teams, fostering improved visibility and collaboration that empower leaders to effectively manage their businesses while allowing professionals to concentrate on their most critical tasks. Moreover, with the aid of robust automation features, managers can easily ensure that projects are completed on schedule and within budget, enhancing overall operational effectiveness. This makes Accelo an invaluable asset for any service-oriented organization looking to thrive in a competitive environment.

An effective way to manage various tasks in a centralized location is to streamline the organization of both your clients and your team, providing team members with advance notifications of their work schedules, which in turn enhances productivity. You can categorize all projects by assigning different team members to each one, ensuring clarity in roles and responsibilities. If a client is interested in tracking the status of their projects, you can easily assign them a to-do item as a client, allowing for seamless communication. This setup also enables your team to follow up with clients for feedback, with all interactions documented to prevent any potential issues later on. For projects with strict deadlines, you have the capability to establish timelines that specify when tasks must be completed. Since time equates to money, optimizing your time management effectively translates to cost savings, thereby presenting a valuable opportunity to increase your overall efficiency. Additionally, by fostering clear communication and accountability within your team, you can create a more collaborative environment that benefits everyone involved.

A better CRM is essential for your sales team! Onpipeline™, a great CRM, allows sales reps to manage sales, contacts, and activities. They can integrate email and calendars, automate repetitive tasks, get Leads via web forms or API, as well as integrate emails and calendars. The interface is simple and easy to use for lead and deal management software. It is easy to use and can be customized to meet your business's needs. Marketing automations can help you save time on repetitive tasks. All accounts have unlimited storage, contacts, and users. Instant access. In less than 2 minutes, you can start. You can add contacts and deals via email, web forms, and our API. You can also activate and track third-party sources and manage their access at any time. Drag and drop your deals to the next stage. Onpipeline can be set up to work with one or several customizable pipelines, and you can also assign them to a team.

todo.vu combines task and project management with time tracking and billing to provide a flexible, all-in-one productivity tool for freelancers, consultants and teams. Managing any number of client tasks or in-house tasks is made simple. Users can capture tasks quickly, organize their workload visually, delegate, collaborate, and track any time spent on tasks – at any hourly rate. Unlike many time tracking tools, todo.vu tracks time to specific tasks, clients, projects and billing rates. That means teams can work uninterrupted while todo.vu tracks, records and then calculates total costs based on their hourly rates in the background, ensuring accuracy and transparency when billing, invoicing and reporting. Real-time dashboards reveal who's working on what, when, and at what cost, so you can see and understand every minute spent in your business. Share any time, cost or activity detail with clients through beautifully branded billing reports, and raise detailed invoices in minutes. Track team and project progress, and use real data to improve business productivity and profitability. todo.vu is $9 per month per user, capped at $99 per month; every user after the eleventh user is free.

Get More Work Done, Easily! The most advanced tools to help you manage your leads, provide better client support, and manage your projects more efficiently and effectively. You no longer need multiple software packages to do your job. Cenmax Fluid can handle all of your needs! Every business needs solutions! No matter if you're just starting out or an established business in your industry, we have solutions for you! We offer solutions that will meet all your needs in one package. Lead Management. Keep following up with your prospect by adding leads, reminding them, and keeping them informed. Automate your manual-messy management and get rid of it. Invoicing System. Send your clients eye-catching invoices and allow them to pay online via PayPal, PayU, or any other aggregator. Expense Manager. Everywhere expenses happen. Keep track of all expenses in your company and allow your staff to get reimbursed when necessary. Customer Support Streamline your online support and keep everything on track

Optimiser offers every business a unique, customizable solution to improve and streamline their processes. Optimiser's intuitive interface and expert support team seamlessly integrates a set of tools that your CRM and other departments need with your day-to-day operations. With powerful CRM, you can create valuable user profiles and innovate the way that you manage customer relationships. Pipeline drives strong prospect management. Data analytics enable business decisions. Contacts and accounts create data-driven profiles. Collaborative team calendar. All the features you need to achieve growth, all in one platform. Companies of all sizes can increase revenue, improve processes, and achieve tangible results with comprehensive, easy-to-customize business management software. Strong sales strategies, prospect insight, automations, and accelerated deal closing can all help to boost your sales team's performance.

Consolidate a wide range of applications and services into a singular ecosystem tailored for your business operations by utilizing Bitrix24. With an array of tools such as an activity stream, group chat, calendars, workgroups, and various collaboration features, Bitrix24 enables efficient planning and timely execution of projects. It offers both online and on-premise solutions, complete with open source code access, making it highly versatile for teams of any size. The platform includes collaborative task management, time tracking, reminders, reporting tools, templates, task dependencies, and much more to enhance productivity. Recognized as the world’s most popular free CRM by user count, with over 12 million companies, it provides exceptional real-time support features that ensure customer satisfaction and loyalty. Additionally, users can effortlessly design stunning websites, landing pages, and online stores without any coding knowledge, and benefit from free domain names and hosting. For those who prefer more control, the self-hosted version of Bitrix24 is available, allowing businesses to operate directly on their servers. This flexibility makes Bitrix24 a comprehensive solution for modern business needs.

Rave Build efficiently oversees your project timelines while also handling sales, client interactions, contractor coordination, and budget management. With Rave, you gain enhanced visibility and control over your projects, eliminating the frustration of juggling multiple incompatible tools. The platform allows for an online management of your tendering process, optimizing both time and resource allocation. You can keep clients informed through custom-branded access, ensuring they remain engaged and aware of project developments. Additionally, your team benefits from a unified view of each project, promoting collaboration and alignment. Equipped with a robust CRM system, Rave tracks customer interactions while increasing sales closure rates. You can visualize your schedule in either a Gantt chart or calendar format, providing flexibility in how you manage your time. By utilizing our centralized, cloud-based solutions, your sales team can enhance their processes, merging efficiency with organization for an exceptional user experience. Drive potential clients through your sales pipeline and effectively monitor your sales forecasts with an integrated follow-up system and communication tools that enhance connectivity. This comprehensive approach not only streamlines operations but also fosters stronger relationships with your clients.

Streamline your operations and enhance your company's efficiency with a French management tool designed to be both effective and user-friendly. If your team comprises fewer than 30 employees, MyClic serves as the ideal solution for small businesses like SMEs, VSEs, and start-ups aiming to optimize their marketing management and boost performance. This management platform simplifies your daily tasks, enhances organizational structure, and consolidates all crucial information such as contacts, clients, prospects, quotes, invoices, ongoing projects, agenda, revenue, and profitability. The main goal is to provide a comprehensive overview of your business while keeping track of current assignments. By utilizing MyClic, you can concentrate more on your primary business functions. Additionally, the tool significantly improves customer relationship management by centralizing all relevant files and data related to client interactions. With just a glance, you can easily assess planned activities and monitor the status of ongoing deals and contracts, making it an indispensable asset for any growing business.

Neetrix® business software simplifies the process of expanding your enterprise. The Neetrix Contacts CRM system enables efficient organization of all your contacts, including prospects, leads, customers, and suppliers. It aggregates data from all Neetrix applications, ensuring everything is centralized for easy access. Neetrix Accounting offers a fully integrated and user-friendly accounting solution, delivering not only periodic reports and VAT returns akin to a comprehensive accounting package, but it also seamlessly connects with Neetrix Contacts, BackOffice, and StoreFront for total automation of customer billing, job costing, invoicing, product ordering, and sales transactions. Meanwhile, Neetrix BackOffice serves as the command center for your business operations, providing an exhaustive overview of all scheduled tasks, jobs, events, and actions undertaken by your entire team, including any external contractors. This interconnected approach allows for greater efficiency and clarity in managing your business processes.

WORKetc is a small business cloud-based platform that powers businesses across the world. WORKetc is the only cloud computing platform that offers integrated CRM, project management, billing, help desk, reporting, and collaboration. This software solution is one for your entire business. All your team can collaborate in one place. One place to support, sell and deliver customers. With WORKetc's cloud-based web and mobile apps you can manage your business from anywhere, whether you are at work, home, or on the go. Say goodbye to complicated integrations and expensive web apps. You can grow your business with WORKetc and enjoy big-time productivity. Every interaction and activity with a contact are recorded. You can browse the timeline or search for and filter records. You can view the activity history for every employee. Eliminate the need for application hopping, and keep all your data in one system.

We help entrepreneurs improve their sales through great client management. We offer a powerful tool with a unique pricing structure "Pay as you wish". All client data can be collected. You can add custom fields, groups, tags, and import and export documents. Easy and efficient account management. You can increase the number of appointments you have and improve their quality. Reminders can be used to help you keep track your clients and appointments. You can share the calendar with your colleagues. Adding contracts, offers, files and tasks to your account management system will help you improve it. If your clients have any issues, feel free to contact the customer support team.

Concentrate on your tasks rather than the organization itself. Utilizing visual boards minimizes distractions and clarifies the next steps in your workflow. Facilitate communication and collaboration within a unified platform. Ensure that everyone remains informed, even when working from different locations. Empower your team members, leaders, and clients with greater visibility into priorities, ongoing progress, and task completions. Easily create, update, and mark tasks as complete using your smartphone or tablet, without the need for additional plugins or applications. Your data remains safe, secure, and private on your dedicated server, with project data kept separate from standard WordPress information. Assign tasks to specific team members to ensure accountability and completion. Estimate the time required for each task and monitor your hours to track progress as tasks advance. Additionally, this separation of data enhances both privacy and security, allowing you to work with peace of mind. By streamlining these processes, you can increase overall productivity and focus on achieving your goals.

A flexible project management system that adapts to your team. Create powerful no-code apps without sacrificing the spreadsheet features you already know. Sales Build your own CRM Manage compensation plans Track products and inventory Marketing Manage content calendars Plan launches and events Create budgets for it all Product Plan roadmaps and releases Track bugs and issues Organize research and feedback Finance Create project budgets Build connected models Share financial statements HR Build your own ATS Manage onboarding and reviews Create hiring plans IT Track and manage assets Create a ticketing system Manage facilities

With StaffNet's portal, you can effortlessly create schedules in just minutes, stay updated on job progress from your remote teams in real time, and collaborate effectively by monitoring ongoing projects and deadlines while generating reports and much more. Say goodbye to the hassle of paper, files, and filing cabinets by securely storing employee files online in our robust cloud-based system. Embrace efficiency by working smart instead of hard. This user-friendly feature enables you to keep an organized overview of all your inventories across various locations. Welcome to the pioneering flat-rate scheduling and workflow management tool designed to streamline your processes. By utilizing our simplified automations and workflows, you can save over five hours each week, allowing for more focus on essential day-to-day operations. Experience the convenience of a modern solution that enhances productivity and organization within your team.

Focus on prioritizing tasks, organizing projects, and ensuring your team remains aligned. Apollo serves as a dependable Project and Contact Management Software. Join Apollo today and take charge of your team's direction. Everyone has their own aspirations, whether it's redesigning a website or launching the next space rocket! Decompose larger projects into smaller, more manageable tasks, or even break them down further into sub-tasks. This approach helps keep your team focused, enabling you all to achieve significant milestones together. Remember, if it can't be measured, it can't be improved, so keep a close eye on your time management. Allow your clients and collaborators to communicate their status clearly without needing to say a word. Effortlessly monitor timelines and dependencies, whether for a single project or across multiple ongoing initiatives. Keeping your team informed enhances overall productivity. Don't hesitate to share comments; they can greatly enhance collaboration. Stay true to your plan or effortlessly adjust tasks, meetings, or objectives as needed. The user-friendly calendar interface makes this process a breeze, ensuring you can navigate your projects with ease. With Apollo, achieving your goals becomes more straightforward and efficient than ever before.

Clientjoy is an all-in-one crm to manage Sales Pipeline, Clients, Appointments, Mailbox, Create Proposals, Contracts, Invoices, collect Payments & run Email Sequences. It is popularly known to have the power of 8 tools in one without the overwhelm. Grow your agency faster by building lasting relationship with your clients, through every step of costumer journey. Set up processes so your Sales people always know what to do next. Sales Pipeline shows you the items that need your attention so you never miss an Opportunity. Take control by getting real-time reports and statuses for all of your team’s Sales Activities. Create Proposals and Contracts in no time with Pre-defined Templates and Items. Take control by getting real-time Reports and Statuses for all of your Team’s Proposals. Add clients and their contacts on the platform with restricted access. Find history with a particular client in one place across projects, proposals and invoices. Clientjoy CRM is designed & developed keeping small & medium businesses, typically agencies & freelancers in consideration. Clientjoy CRM has a 14 Day Pro Trial & has primarily put up its Lifetime Deal on Sale for just $129 Per User for Life.

Teamwork CRM offers a user-friendly sales management tool that allows you to distinctly categorize your leads and opportunities into separate pipelines. This feature enhances your oversight and governance of the sales process, eliminating the hassle of managing leads through various spreadsheets and emails. With Teamwork CRM, you gain comprehensive insights into your sales journey, enabling you to expedite the process and ensure that no opportunity is overlooked. By consolidating all relevant information from initial contact to deal closure, your team can concentrate on priorities and monitor the advancement of each deal at every phase of the sales cycle. By distinguishing between leads and opportunities, you can foster a more results-oriented pipeline, ultimately leading to more accurate revenue forecasts. Enhanced visibility not only streamlines operations, but it can also contribute to a significant increase in revenue generation, empowering your team to achieve better results. This systematic approach can transform how your sales team operates, making it easier to identify bottlenecks and optimize strategies for success.