AscendOptivation
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Related Products
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About
Ascend is one workspace for the five workflows agencies run every week: forms, databases, pages, time tracking, and invoicing. Instead of stitching together Notion, Tally, Calendly, Toggl, and FreshBooks, you run the whole client lifecycle in one system that shares the same data.
A client intake form writes straight into your database. Every record opens into a full page with notes, files, sub-tasks, and a built-in timer. Tracked hours flow into an invoice generated from the same record. No CSV exports, no copy-paste between apps.
Built for solo consultants and small agency studios billing hourly or on retainer. Free tier to start, Solo at $19/month, Studio at $49/month, with no per-seat fees. A 30-day free trial is available on paid plans, no credit card required.
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About
For businesses that manage hourly billing, Cartwheel makes it easier. Build your business, get paid with little effort, and prequalify all your invoices. Cartwheel will manage outgoing payroll, track client balances, and eliminate the time you spend trying to collect overdue payments. Cartwheel allows you to set up easy automation rules to generate and send reports, no gymnastics required. We integrate with Veem, QuickBooks, FreshBooks, and Xero to automatically generate and send invoices. Integrate with your clients' time tracking software and quickly submit your time information to supported applications to get paid faster. Keep a bird's eye view on how your business is doing. From creating rules for each of your clients, to ensure they're paying you on time, to knowing exactly how much your employees are working, Cartwheel keeps your eye on building your business, instead of tracking down information.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Solo consultants, freelancers, and small agency studios in design, marketing, and consulting that bill hourly or on retainer, have outgrown single-purpose freelancer tools, and find enterprise PSA platforms overkill.
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Audience
Businesses requiring a software solution to automate the management of payroll, client balances, and hourly billing
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$19/month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationOptivation
New Zealand
www.optivation.io
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Company InformationCartwheel
Founded: 2017
United States
Cartwheel.io
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Alternatives |
Alternatives |
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Categories |
Categories |
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Project Management Features
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
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Integrations
FreshBooks
Gmail
Microsoft SMTP Service
Notion
Olo
QuickBooks Online
Veem
Xero
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Integrations
FreshBooks
Gmail
Microsoft SMTP Service
Notion
Olo
QuickBooks Online
Veem
Xero
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