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About

Indy is an adaptive, all-in one management software that helps freelancers and small businesses track everything from proposals to payments. Indy makes organization and time management easy, letting its users focus on their work. This platform features a library of proposal, contract, and form templates to make getting clients easier. The task tracking system allows users to assign individual tasks to larger projects or categories. As users work on tasks, the time tracker tool logs and categorizes time spent on each task, making it easy to balance multiple projects and create invoices. When it’s time to get paid, use Indy to generate a detailed invoice to send right to clients: in return they get peace of mind knowing that Indy uses the web’s top payment methods, like PayPal and Zelle. With other tools like Profiles, Drive, and Client Contacts, Indy’s features make it a versatile and reliable addition to any creative team.

About

Build your pricing and statement of work in one simple step. The ScopeStack platform allows you to easily pick and choose features across different technology towers for a simple scoping process. No more long hours behind the computer, managing word templates and editing grammar. The ScopeStack platform automatically builds the scope while you are choosing features and functions. Visually determine which projects are more profitable and use key business metrics to auto approve projects.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Small businesses and freelancers

Audience

Professional services, technology services, managed services, cloud services

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$19/month
Free Version Supported
Free Trial Not Supported

Pricing

$500 per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 4.0 / 5
ease 5.0 / 5
features 3.0 / 5
design 3.0 / 5
support 2.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • This is an excellent software for freelancers, if you are a growing business looking to expand beyond freelancing, then this is a great start.

Cons

  • Only one account so it's difficult if there is collaboration with other freelancers. The cost is a high based on the limitations compared to other software. Limited Integrations with mail clients. Google Workspace is the only option available.

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Indy
Founded: 2016
United States
weareindy.com

Company Information

ScopeStack
Founded: 2017
United States
scopestack.io

Alternatives

Alternatives

Scope

Scope

The Virtu Group

Categories

AI Finance Supported
RFP Supported
Task Management Supported
Time Tracking Supported

Categories

CPQ Supported
IT Service Supported
Job Costing Supported
RFP Supported
Sales Enablement Supported

Proposal Management Features

Automatic Formatting Not Supported
Calendar Management Supported
Collaboration Supported
Contact Management Supported
Content Repository Not Supported
Document Management Supported
Electronic Signature Supported
Knowledge Library Not Supported
Pipeline Management Not Supported
Requirements Management Not Supported
Revision Management Not Supported
RFP Management Not Supported
Task Management Not Supported
Templates Supported
Version Control Not Supported

RFP Features

Bid Management Not Supported
Collaboration Supported
Content Management Not Supported
Data Import / Export Not Supported
Due Date Tracking Not Supported
Knowledge Library Not Supported
Progress Tracking Not Supported
Requirements Management Not Supported
RFP Creation Not Supported
RFP Responding Not Supported
Task Management Not Supported
Templates Not Supported
Vendor Management Not Supported

Billing and Invoicing Features

Billing Portal Not Supported
Contact Database Supported
Contingency Billing Not Supported
Customer Portal Not Supported
Customizable Invoices Supported
Dunning Management Not Supported
Hourly Billing Supported
Invoice History Supported
Mobile Payments Not Supported
Multi-Currency Supported
Online Invoicing Supported
Online Payments Supported
Payment Processing Not Supported
Project Billing Supported
Recurring/Subscription Billing Not Supported
Service Ticket Billing Not Supported
Tax Calculator Supported

Business Management Features

Billing & Invoicing Supported
CRM Supported
Employee Management Not Supported
Financial Management Not Supported
Inventory Management Not Supported
Marketing Management Not Supported
Order Management Not Supported
Point of Sale (POS) Not Supported
Project Management Not Supported
Purchasing Not Supported
Scheduling Supported
Time & Expense Tracking Supported
Training Management Not Supported
Vendor Management Not Supported

Contract Management Features

Buy Side (Suppliers) Not Supported
Completion Tracking Supported
Compliance Tracking Not Supported
Contract Lifecycle Management Not Supported
Electronic Signature Supported
Full Text Search Supported
Government Contracts Not Supported
Pre-built Templates Supported
Sell Side (Customers) Not Supported
Specialty Contracts Supported
Version Control Not Supported
Workflow Management Supported

Online Form Builders Features

Artificial Intelligence Not Supported
Assign Roles / Permissions Supported
Collaboration Tools Supported
Conversational Forms Not Supported
Data Tables Not Supported
Drag & Drop / No Code Supported
Export to PDF Not Supported
HIPAA Compliant Not Supported
Import Existing Forms Not Supported
Mobile Forms Not Supported
Offline Forms Not Supported
Pre-made Templates Not Supported
Quizzes / Questionnaires Not Supported
Reporting / Data Visualization Not Supported
Signup Forms Not Supported
Surveys Not Supported

Task Management Features

Collaboration Supported
Create Subtasks Not Supported
Gamification Not Supported
Gantt Charts Not Supported
Mobile Access Supported
Percent-Complete Tracking Not Supported
Progress Tracking Not Supported
Recurring Tasks Not Supported
Reporting/Analytics Not Supported
Spreadsheet View Not Supported
Task Board View Supported
Task Planning Not Supported
Task Scheduling Supported
Task Tracking Supported
Time Tracking Supported
To-Do List View Supported

Time Tracking Features

Automatic Time Capture Not Supported
Billable & Non-Billable Hours Supported
Billing & Invoicing Supported
Employee Database Not Supported
Expense Tracking Not Supported
Mobile Time Tracking Supported
Multiple Billing Rates Supported
Offline Time Tracking Not Supported
Online Time Tracking Supported
Overtime Calculation Not Supported
Time per Project Reporting Supported
Timesheet Management Supported
Vacation / Leave Tracking Not Supported

Proposal Management Features

Automatic Formatting Not Supported
Calendar Management Not Supported
Collaboration Supported
Contact Management Supported
Content Repository Not Supported
Document Management Supported
Electronic Signature Supported
Knowledge Library Supported
Pipeline Management Supported
Requirements Management Not Supported
Revision Management Not Supported
RFP Management Supported
Task Management Not Supported
Templates Supported
Version Control Supported

RFP Features

Bid Management Not Supported
Collaboration Supported
Content Management Supported
Data Import / Export Supported
Due Date Tracking Not Supported
Knowledge Library Supported
Progress Tracking Supported
Requirements Management Supported
RFP Creation Supported
RFP Responding Supported
Task Management Supported
Templates Supported
Vendor Management Not Supported

CPQ Features

2D Drawing Not Supported
3D Modeling Not Supported
Approval Workflow Supported
eCommerce Not Supported
Guided Selling Not Supported
Product Configurator Supported
Proposal Generation Supported
Quotes / Estimates Supported
Renewal Management Not Supported
Self Service Portal Not Supported

Document Generation Features

Batch Processing Supported
Collaboration Not Supported
Digital Signature Supported
Interaction Tracking Not Supported
Multiple Output Formats Supported
Templates Supported

IT Project Management Features

Bug Tracking Not Supported
Issue Management Not Supported
Milestone Tracking Not Supported
Percent-Complete Tracking Not Supported
Portfolio Management Not Supported
Prioritization Not Supported
Product Roadmapping Not Supported
Requirements Management Supported
Resource Management Supported
Status Tracking Supported
Supports Agile Not Supported
Supports Scrum Not Supported
Task Management Supported
Testing / QA Management Not Supported
Time & Expense Tracking Supported

IT Service Features

Contract Management Not Supported
Incident Management Not Supported
IT Asset Management Not Supported
Knowledge Management Not Supported
Release Management Not Supported
Self Service Portal Not Supported
Service Catalog Supported
Service Reporting Supported
Ticket Management Not Supported

Job Costing Features

Bills of Material Not Supported
Budgeting & Forecasting Supported
Change Orders Supported
Cost-to-Completion Tracking Not Supported
Invoice Management Not Supported
Overrun Reporting Not Supported
Percent-Complete Tracking Not Supported
Production Cost Tracking Not Supported
Purchase Order Management Not Supported
Quotes / Estimates Supported
Time Tracking Not Supported
Work Order Management Supported

Sales Enablement Features

Collaboration Supported
Contact Management Not Supported
Content Management Supported
Document Management Supported
Goals / Quota Management Not Supported
Lead Management Not Supported
Meeting Management Not Supported
Performance Management Not Supported
Presentation Management Not Supported
Proposal Management Supported
Territory Management Not Supported
Training Management Not Supported

Integrations

Google Calendar Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
Zapier Supported

Integrations

Google Calendar Not Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Zapier Not Supported
Claim Indy and update features and information
Claim Indy and update features and information
Claim ScopeStack and update features and information
Claim ScopeStack and update features and information