Alternatives to Baseqore
Compare Baseqore alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Baseqore in 2026. Compare features, ratings, user reviews, pricing, and more from Baseqore competitors and alternatives in order to make an informed decision for your business.
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1
DocSales
DocSales
DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort). Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document. Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it! It works with major CRMs (SalesForce, Close.com, Hubspot, Pipedrive). DocSales: (1) Uses Google Docs as Document Template + Data from CRM opportunity. (2) Prepare the document and send it to your customer to eSign it (DocSales eSign or Docusign) (3) Charge your customer when they sign the document.Starting Price: $29 / month -
2
Workspace369
Workspace369 LLC
Workspace369 is a browser-based client-work platform for agencies, freelancers, consultants, studios and service businesses. It brings client records, requests, proposals, contracts, projects, files, invoices and conversations into one workspace. Teams can send proposals for electronic signature, convert accepted proposals into invoices, accept card payments through client links, organize tasks on boards, schedule work on a shared calendar and add tracked time to invoices. A client portal provides access to proposals, invoices and appointments. The shared inbox keeps client communications together; calls and texts are available on the Voyager plan, while the Specialist plan adds a business phone system and accounting tools. Automated workflows support follow-ups, and Workspace AI drafts messages for human review before sending. It runs in a browser and has iPhone, iPad and Mac apps. Plans include a 14-day free trial.Starting Price: $29/month -
3
Clientary
Clientary
A full-suite platform to manage clients, invoices, projects, proposals, estimates, hours, payments, contractors, and staff. The perfect solution to win clients and save time. Clientary is a professional services automation solution that covers your entire business. We've helped tens of thousands of freelancers, agencies and businesses manage client workflows. Stop wrestling with one-off doc files, templates, and disconnected apps. We help you streamline client lifecycles from proposals and estimates to time tracking, invoices, and payments so you and your team have everything you need in one place. Start your client relationship right with proposals and contracts. Gather signatures directly through clientary. Generate invoices automatically from billable work or estimates. Collect payments directly via credit card, ACH, or offline methods. Track time and staff tasks. Plan future hours. Manage projects with budgets, deadlines, and varying rates.Starting Price: $19 per month -
4
Enlivy
Enlivy
Enlivy is a commercial operations platform for service businesses. It connects proposals, contracts, invoicing, payments, and bank reconciliation in one system with EU e-invoicing through PEPPOL and ANAF eFactura built in natively. A proposal converts into a contract with multi-party parallel e-signature. A signed contract generates an invoice with automatic tax and multi-currency support. Payments are matched against imported bank statements. Every record links back so audit trails and client history stay complete. Clients access a branded Customer Portal with passwordless login to view, accept, sign, and pay. The platform is API-first with a REST API, webhooks, Slack, Zapier, and MCP server integrations. Six languages, 41 countries, multi-organization support. Free plan with no card and no time limit. Paid packs from EUR 4.99/month.Starting Price: $4.99 -
5
Stria
Automata Labs
Stria is the client workspace for freelancers and small studios. Clients review work, approve it, and pay through one passwordless link — no account, no per-reviewer fee. Every request they make is checked against the scope you locked, so "can you just…" gets priced and signed as a change order instead of absorbed. Proposals, contracts, sign-off records, invoices and receivables all sit on the same thread. Free plan, no card.Starting Price: $19/month -
6
Chalmsy
Chalmsy LLC
Chalmsy is AI-native business management software for small service businesses — florists, event planners, venues, interior designers, consultancies and trades. One thread runs from first inquiry to paid invoice. Describe a job in plain language and Chalmsy drafts a priced, brand-skinned proposal built from your own materials, labor rates and multipliers. Clients review, comment and accept it online. Accepted work becomes a project, then an invoice, then a bookkeeping entry — nothing is re-typed between tools. Includes quoting and estimating, proposal versioning and change orders, online acceptance, deposits and payment schedules, automated quote follow-ups, a client CRM, project tracking, invoicing, receipt capture, ledger and profit-and-loss reporting, and a QuickBooks connection. Gmail, Google Calendar and Google Drive connect in one click. Every document carries your brand, not ours. Priced per business, not per seat, from $15 a month.Starting Price: $15/month, seats included -
7
Moxie
Moxie
Moxie is an all-in-one business management platform specifically designed for freelancers, offering a wide range of tools to streamline client management, project tracking, accounting, contracts, time management, and invoicing. With features like customizable client health snapshots, project organization (from tasks to deliverables), expense tracking, and easy invoicing, Moxie simplifies complex business workflows. It integrates with tools like Google, QuickBooks, and Stripe for smooth operations, and includes features like automated recurring invoices, e-signatures for contracts, and a calendar to track important dates and meetings. The platform also allows freelancers to track time spent on projects, manage proposals, and offer a client portal for seamless communication. Moxie aims to help freelancers save time, reduce administrative burdens, and improve their overall workflow with a user-friendly, centralized system for managing their business.Starting Price: $10 per month -
8
FacturWeb
FacturWeb
FacturWeb is online invoicing software for freelancers and small businesses that work with clients in several countries. Create professional quotes and invoices in a few clicks, in English or French, in the currency of your choice. The exchange rate is locked on each document, and your totals stay readable in your reference currency. Clients sign quotes online and pay invoices through a payment link (PayPal, Stripe, FedaPay, Paystack, Flutterwave or Mollie). Share any document by email or WhatsApp, and track who has paid. Automatic reminders and recurring invoices save you time. The cash-flow dashboard shows what has been collected and what is still due. An AI copilot helps you write your documents. Selling online? Connect your Shopify or WooCommerce store and every order gets its invoice automatically. The free plan has no time limit and needs no credit card. Paid plans start at $9 per month, with no commitment.Starting Price: $9/month -
9
SwiftCloud
SwiftCloud
eDocs, eSign - Paperwork 2.0 for Every Business. Legal eSign, Smarter Sales Contracts, eDocs with Payments, Winning Proposals, Complex Forms, Online Applications & More. When your client e-signs a doc, pays an invoice, buys a product, or schedules an appointment, we will create a free account for them if needed, then store the signed doc, receipts, and other uploads in your shared social online workroom. Your account automatically includes a social CRM (Client Relationship Manager + contacts address book) built in as an option. We specialize in service based small businesses. SwiftCloud can help you get documents signed, go paperless even with complex forms or PDFs, get paid and collect money, schedule appointments, and automate your small business. Our #1 focus is being the best paperless software bar none.Starting Price: $15 per user per month -
10
Clientish
Clientish
Clientish is an all-in-one client management software for agencies, freelancers, consultants and service-based businesses: leads, proposals, a branded client portal, orders, invoices and subscriptions, support tickets and live chat in one place. It connects the full client journey: Lead → Client → Order → Team → Tasks → Communication → Invoice → Payment → Support → Delivery. Clientish includes CRM and lead management, service catalogues, projects, task management, internal and remote teams, roles and permissions, proposals, invoices, subscriptions, payments, coupons, files, reports and integrations. Through a branded client portal, clients can browse services, track orders, submit requirements, request revisions, approve deliveries, pay invoices, exchange files and contact support. Clientish also supports custom domains and branded subdomains, allowing businesses to use their own web address, instead of a default Clientish subdomain. Custom dStarting Price: $29/month -
11
InForge
Arrowtrack Solutions
InForge is a web-based quoting and scope-of-work platform for agencies, studios, contractors and other project-based service businesses. It lets businesses create branded intake forms and pricing rules, then turns prospect submissions into itemized quotes and written scopes of work. Teams can edit and send proposals through a client portal where customers review details, e-sign documents and follow payment links. Quotes can include packages, line items and recurring retainers, while industry templates help tailor forms and pricing to different trades. InForge also offers a WordPress plugin for embedding intake forms, configurable payment links, and optional AI-assisted intake or scope drafting using a customer's own API key. Its plans are priced monthly rather than per seat, with a free tier limited to one open project.Starting Price: $19/month -
12
FieldTempo
QuantumLoop Labs
FieldTempo is field service management software for businesses that send crews to recurring, route-based jobs, including cleaning, landscaping, HVAC, plumbing, electrical, pest control and 45+ other trades. Teams schedule work on a drag-and-drop calendar with recurring templates and dispatch technicians on a live map; route optimization is available on the Business plan. The platform supports e-signed estimates, automatic invoicing and card payments through Stripe. Clients can book through a branded online page, while crews use native iOS and Android apps with offline access, checklists, photos and GPS time tracking. It also includes client and property CRM, inventory, job costing, two-way SMS, QuickBooks Online sync, reports, a public API and a beta AI assistant. Monthly plans are Starter ($39/month), Pro ($109/month) and Business ($229/month), with team seats included. A 7-day free trial is available.Starting Price: $39/month -
13
Cone
Cone
Impress clients and save time, no more manual invoicing or chasing payments. Cone’s intuitive proposal software sets the standard for what a simple, yet powerful product looks for accountants. Send professional proposals and gather payment details upfront. Kick-off projects automatically as soon as the proposal is signed. No more manual work. Projects start automatically after proposal acceptance. Gain clear visibility into your team's tasks, deadlines, and project progress and supercharge your workflows. Streamline your work and unlock productivity. Send clients forms, collect e-signatures, and request files seamlessly through the client portal. No need to nag clients manually anymore. Create invoices either from proposals or projects. Supports multiple payment methods like ACH or credit/debit cards. We understand that protecting your data is crucial for the success of your business, which is why we have implemented various measures to ensure the security of your data.Starting Price: $8.51 per month -
14
StitchInvoice
StitchInvoice
StitchInvoice is invoicing and client-document software for independent businesses and freelancers who bill clients directly, not for bookkeepers. It covers the full client-facing flow: quotes, estimates, proposals, contracts, invoices, receipts and credit notes, each with a live preview and a clean PDF. Card payments run on your own connected Stripe account. The charge is created directly on your account, so only Stripe's standard processing fee applies and no platform sits between you and your payout. Requirements Memory lets you set how each client must be billed once (billing email, PO format, terms, currency) and applies it to every future invoice. A Payability Check flags common reasons an invoice gets delayed before you send. On the Pro Autopilot plan, reminder sequences run before and after the due date and stop when payment lands, and recurring invoices handle retainers. StitchInvoice is not accounting software: no chart of accounts, no inventory, no tax filing.Starting Price: $19/month -
15
ClientDeck
ClientDeck
ClientDeck is an all-in-one Client Operating System for freelancers, agencies, consultants, and service businesses. Manage your entire client lifecycle—from proposals and client portals to projects, invoices, payments, file sharing, time tracking, and AI-powered reports—in one streamlined platform. Instead of paying for multiple disconnected tools, ClientDeck centralises your workflow to save time and deliver a premium client experience. Connect your own Stripe, PayPal, or Razorpay account to accept payments directly with zero platform transaction fees, while native multi-currency support makes working with international clients effortless. Every plan includes branded client portals and professional invoicing, with no per-user pricing. Start for free, with premium plans from just $9/month, and run your entire client business from one powerful workspace.Starting Price: $9/month -
16
Indy
Indy
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.Starting Price: $19/month -
17
Propelio
Rebellious Digital
Propelio is proposal software for independent businesses: freelancers, studios, consultants, and small agencies who need to send proposals that win work without spending hours building them. Pick from more than 30 industry templates, customise the scope, pricing, and branding, then send a single link your client can read and sign from any device, with no account or printing required. Propelio shows you when a proposal is opened, notifies you in real time, and stores a signed record with a content hash for a clear audit trail. Interactive pricing tables let clients choose options before they sign. Every feature is included in one plan, priced per seat with a single-seat minimum, in GBP, USD, or EUR.Starting Price: $18/month -
18
EZcontractPro
EZcontractPRO.com
Design proposals that make sense to your average prospective client. Organized by sections and categories, your proposal will read like a story line for their project. Most clients need assistance in choosing the fixtures for their project. Allowance Items give you a space to provide your client a solid estimate. Not all proposals are signed on the first try. The addendum feature allows you to revise an estimate and clearly show the changes in contrast to the original estimate. Once the project is awarded, there's always a chance that you'll be making adjustments. Change Orders allow you to track additional work and provide a contract in writing for you and your client. Most projects will require some type of payment structure. Using the payment terms form, you can create, edit, and save payment terms for every project. Find yourself selling similar jobs? Templates can speed up the estimate writing. The options are endless!Starting Price: $19.99 per month -
19
Trade Service Pro
Trade Service Pro
Trade Service Pro can make the hard work easier for you. Estimates, eSign, invoices, ePay, scheduling and so much more. Increase your productivity, and customer satisifaction and take control of your on-the-job and back office needs. Input all customer and lead inquiries to keep track of who needs what, when, why and how. All without those scribbled notes, scattered to-dos, and faulty memories. Create and email proposals and invoices at the job site, the back-office or anywhere life takes you. Empower your team with the tools they need to get the job done. Easily create and send professional proposals to customers' inboxes where they can accept and eSign.Starting Price: $49 per month -
20
Beam
Beam
Beam is an all-in-one construction and financial management platform designed to help contractors manage sales, finances, compliance, and operations in a single hub. It consolidates tools like spreadsheets, email, shared drives, and accounting software to simplify workflows and save time. Beam includes features such as estimating and proposals, invoicing and online payments, change order management, bill payment, card and expense management, daily logs and tasks, and a cash management account. It offers job costing to improve project profitability, lien waiver management to automate lien waiver collection, and compliance tracking for insurance and licenses. Beam's client portal allows for professional estimates, invoices, and change orders, enhancing client communication. The Beam Visa Card automates receipt capture, improves cash flow, and earns 1% cash back. Beam integrates with QuickBooks Online for seamless bookkeeping.Starting Price: $200 per month -
21
NueViews
NueViews
NueViews is web-based wedding planning and business management software for professional wedding and event planners. It brings lead and client management, proposals, contracts, payment collection, client workspaces and vendor coordination into one platform. Planners can build wedding-day timelines with vendor-specific shared views, create seating charts with 3D walkthrough and guest-facing kiosk modes, track budgets and expenses, organize guest and vendor details, and share mood boards and documents with clients. The platform also supports client messaging, task and planning workflows, proposal engagement tracking, and calendar synchronization with Google and Apple calendars. SignWell provides e-signatures and Stripe handles payment processing; QuickBooks Online synchronization is also described. NueViews is intended for independent planners and planning teams managing multiple weddings and events.Starting Price: $49.99/month -
22
MonoDesk
MonoDesk
MonoDesk is an all-in-one workspace for freelance creatives, agencies, and studios. Manage clients, client portals, projects, tasks, milestones, weekly planning, time tracking, team collaboration, leads, proposals with e-signatures, invoices, and an AI Co-Worker in one place.Starting Price: Free during beta; paid plans a -
23
Kaliun
Kaliun
Kaliun is construction CRM and project management software for residential remodelers, general contractors, home builders and specialty trades. Manage contacts, sales pipelines, proposals, job costs, invoices and client decisions in one workspace. Build detailed estimates with scope, cost codes, markup and allowances. Compare budgeted costs, committed expenses and actual payments. Request subcontractor bids, manage milestone billing, collect electronic signatures and coordinate schedules, tasks and workflow automation. A client portal keeps proposals, invoices, contracts and selections accessible to customers. Kaliun is available on the web and iPhone. Founded by Tomer Amar, Kaliun launched in 2025 in Tampa, Florida. Request a guided demo to review your construction workflow. Pricing is $279/month, or $2,868 billed annually ($239/month equivalent).Starting Price: $239/month billed annually -
24
COLO
Techies Technologies
COLO is an all-in-one finance and business management platform designed for freelancers and small businesses. It helps users manage clients, projects, tasks, proposals, contracts, invoices, and payments from a single workspace. COLO simplifies day-to-day operations by combining scheduling, communication, and financial tracking in one system. Built-in chat and collaboration tools make it easy to communicate with clients and teams in real time. Users can send branded proposals, get approvals, and convert work into invoices quickly. Financial management features provide visibility into income, expenses, and reports. COLO helps small businesses stay organized, save time, and run their operations more efficiently. -
25
Clearmargin
Clearmargin
Freelancers and small teams don't have a billing problem — they have a juggling problem. One app for proposals, another for time tracking, a spreadsheet for expenses, a third tool for invoices, and maybe QuickBooks because someone said they should. Things slip through the cracks. An invoice goes out late. Hours don't get logged. A cost gets eaten because nobody tracked it. The mental overhead of keeping it all straight is exhausting. Clearmargin puts proposals, time tracking, expenses, invoicing, and payments in one place. Build professional proposals with scope, timeline, and pricing. Track time with a quick-entry strip or running timer. Log expenses and assign them to projects — or split shared costs like software subscriptions across multiple clients automatically. When it's time to bill, generate invoices from project data in one click. Accept credit card and ACH payments directly through your invoices via Stripe Connect at standard processing rates.Starting Price: $14.99/mo -
26
Invoicer.ai
Invoicer.ai
Get unlimited invoices, estimates, and clients. Incredibly easy to create invoices and estimates and for your clients to pay them. Easily create and send invoices and estimates in seconds with our in-line editor. Quickly select previously used clients and items. Automatic calculations take out the guesswork. Notifications let you know when invoices are viewed. We integrate with Stripe so you can easily accept payments by credit card, debit card, Apple Pay, and Google Pay from your clients in 135+ currencies. Manage all of your clients, invoices, and estimates in one convenient location. Easily search and filter. Access from anywhere. Customize with your logo and color. See what your invoice looks like as you create it. Easily create and send estimates (also known as quotes or proposals) to your clients. Your clients can approve them, and you can turn them into an invoice in one click or use our intelligent automation to do it all for you.Starting Price: $7 per month -
27
Noddis
Noddis
Noddis is a browser-based project management application for freelancers, independent consultants, and small agencies coordinating client work. It brings projects, tasks, subtasks, due dates, client records, follow-ups, and project progress into one workspace. Users can switch between portfolio and task-level views and organize work with lists, boards, timelines, calendars, stages, and whiteboards. Recurring tasks, templates, focus sessions, notes, workload estimates, and analytics support planning and daily execution. Client-facing tools include read-only project portals, task-request forms, progress reports, collaboration, and invoicing. Noddis synchronizes dated tasks with Google Calendar and offers invoice payment options through Stripe, Venmo, and Zelle. A free plan is available, and users can explore the product through an interactive demo.Starting Price: $0 -
28
BuildersBridge
Brainfy AI Inc.
BuildersBridge is a cloud-based construction management platform for home builders, renovators, general contractors, and trade contractors. It brings lead and customer management, AI-assisted estimating, proposals, project budgets and phases, crew scheduling, daily logs, change orders, project documents, client and crew portals, purchase orders, invoices, and payment tracking into one workspace. Bridge AI can draft estimates, scopes, change orders, and client updates for review; users control what is approved and sent. The platform supports construction workflows in Canada and the United States, including Canadian GST/HST/PST and U.S. state sales tax handling. Teams can use a mobile-first web interface on site, share schedules through Google, Apple, or Outlook calendars, and send event notifications through Zapier or signed webhooks. Plans include a set number of users and active projects, with options for owner-operators through multi-crew businesses.Starting Price: $179/month flat (not per user) -
29
Clozo
Clozo
Clozo is an EU-first billing tool for freelancers: send a professional proposal with a legally-binding e-signature, collect a deposit, and get paid in one link via Stripe (card/iDEAL/Bancontact) or SEPA. It validates client EU VAT live (VIES), applies cross-border reverse-charge automatically, and generates compliant e-invoices in one click — ZUGFeRD, Factur-X, Peppol UBL, FacturaE, ebInterface, FatturaPA. Plus recurring billing, time tracking, expenses with DATEV export, and GDPR data export. Built for EU freelancers and micro-studios who want proposals, signatures, invoices, payments and expenses in one place instead of four separate tools.Starting Price: Free plan; paid from €12/month -
30
Handoff
1build
Handoff provides everything you need to automate the operations of your contracting business with artificial intelligence. Create instant estimates, send winning proposals, wow your clients, and get paid faster. Handoff provides a complete toolkit to grow your remodeling business 10x faster without having to work 10x harder. Handoff generates detailed estimates for residential construction projects in seconds. Your clients' information and their estimates are stored in one place for easy access. Our AI automatically generates winning proposals you can send to your client with one click. Send digital invoices to your clients. Provide them with an enjoyable buying experience while you get paid faster.Starting Price: $39 per month -
31
Agencly
Agencly
Agencly is an all-in-one agency operations platform for freelancers, studios, and service businesses. It consolidates project management, invoicing, contracts with e-signatures, time tracking, and a branded client portal into one workspace. No juggling five different tools. Flat pricing from $19/mo, no per-seat fees, built for solo agency owners and small teams who need everything in one place without enterprise overhead.Starting Price: $19/month -
32
JotNot Invoice
JotNot
JotNot Invoice allows you to easily create, send, and track all your invoices and estimates. Built for contractors, consultants, small businesses, and freelancers, it’s the app for professionals on the go. Create an invoice in just a few taps. Send out your invoice from on-site or right after the job. Convert estimates to invoices with a single tap. Flexible payment methods, including credit cards, PayPal, check or cash. View summaries of your invoice and estimate activity. Track and manage your clients, products and services. Track payments and see which invoices are overdue. Build your brand with customized templates. Send invoices while out of the office. Get your invoices and estimates on any iOS device. Monitor your business with built-in reports. We aim to provide the best possible user experience and service. Go paperless and get paid faster. -
33
SolarLogics
Logics CRM
CRM for solar companies. Streamline your sales process from lead management and technical and financial assessment to proposal preparation, e-signing, and billing. Solar Logics comes with a built-in solar panel system size and cost calculator. We understand that different solar installers use different methods for calculating the system size. That's why Solar Logics allows you to enter your own technical, geographical, and constructional constraints into the calculator. No matter how many lenders you work with and what states your clients are at, Solar Logics allows you to enter loan and incentive details and uses those figures to estimate the short and long-term savings in the proposal document. Solar Logics generates solar energy system proposals based on the results of the calculators. Your proposal includes the charts and tables indicating electricity bill before and after solar installation, savings and incentives, projected payback period, and loan repayment plan breakdown.Starting Price: $45.00/month/user -
34
FollowIncome
FollowIncome
FollowIncome helps freelancers and small teams connect client work with financial records in one workspace. Manage customers, projects and tasks; create estimates and invoices; record payments and business expenses; and review sales, taxes, task costs, project budgets, profitability and profit-and-loss reports. Separate company workspaces are supported. FollowIncome is free during early access, requires account registration, and does not require a credit card.Starting Price: $0 -
35
Kyon CRM
Kyon CRM
Kyon CRM is a feature-rich, web‑based CRM tailored specifically for dog trainers and training academies, offering a cohesive platform that streamlines client acquisition, scheduling, billing, communication, and performance tracking. It centralizes client and lead management, including maintaining detailed records of dogs, contacts, and training progress; provides tools for proposals and deals, private and group lesson scheduling, attendance tracking, and task management. The integrated calendar ensures trainers can set reminders and appointments easily. Invoicing lets users generate professional invoices, accept payments via Stripe, PayPal, or cards, and track expenses efficiently. For automation, Kyon CRM supports automated payments, online reminders (email/SMS), customizable message templates, and an API with a powerful query system to fetch or update data programmatically. -
36
Catch CRM
Catch CRM
Calls your leads in under a minute, runs dispatch, gets you signed and paid on-site, and syncs QuickBooks automatically. Catch CRM is an AI-powered CRM and field service management platform for home service businesses. Run leads, jobs, dispatch, invoicing, and reviews in one place. Lead management: calls, web forms, website chat, and Facebook lead ads land in one pipeline. AI Office adds an auto call dialer, a 24/7 AI texter, and Facebook AI, so new leads get called instead of going cold. Scheduling and dispatch: an online booking widget fills the calendar, the dispatch board assigns the right technician, and the technician mobile app runs the job in the field. Estimates, invoices, and payments: AI proposals with photos and e-sign, plus payments through Stripe at its standard rate with no markup. Two-way QuickBooks sync keeps the books current. Email campaigns and automations: follow-up sequences and reminders that run themselves.Starting Price: Free -
37
TradesMetrics
TradesMetrics
TradesMetrics runs the whole job for small residential general contractors, from first estimate to final payment. Pick a job type and it prices line by line from real US and Canada cost data, with your own rates and markups; the estimate becomes a signed contract and a live budget your actual costs track against; change orders, client portal, and payments all live in one place instead of scattered spreadsheets and apps. There's a voice assistant (heyJackie) for the field, and pricing is usage-based — free to start, 0.5% of contract value as you grow, no per-seat subscription.Starting Price: 0.5% -
38
Elixir Boards
Elixir Blend
Elixir Boards is a browser-based project workspace combining Kanban boards with documents, spreadsheets, forms, whiteboards, invoices, and project files. Teams manage cards with owners, due dates, labels, checklists, dependencies, filters, and activity history; automate and recur tasks; collect requests through public forms; and share read-only boards. Client portals show progress by stage and let clients pin image feedback. Teams can send invoices, use business email on their domain, and schedule Facebook and Instagram posts. Business adds company seats, shared storage, AI-assisted setup, and optional custom-domain email. Built-in MCP lets compatible assistants query boards and workspace data. Free includes unlimited boards and up to two people per board; Business suits organizations needing company seats and shared capacity. The web app works in desktop and mobile browsers, with no native iOS or Android app. Elixir Blend develops it in Cyprus and hosts it in the EU.Starting Price: €12/month -
39
OneSuite
Technext
OneSuite is an all-in-one platform for freelancers, agencies, and small businesses to manage clients, projects, invoices, documents, and leads in one place. It brings together CRM, task tracking, invoicing, contract management, and lead management in an easy-to-use system. With OneSuite, you can track projects, manage leads, communicate with clients, send invoices, and handle contracts effortlessly. The client portal keeps everything organized, while features like invoice cloning, Stripe payments, and digital signatures help you save time and work efficiently. Whether you're a freelancer or growing a business, OneSuite helps you stay organized, professional, and focused on success. Try OneSuite today and take control of your business!Starting Price: Start from $29/month -
40
Spoonbill
DK Labs
Spoonbill is an invoicing application for freelancers and small teams. It creates and sends professional invoices from a client name and an amount, filling in numbering, taxes, totals and business details automatically. Invoices are delivered as a web link or PDF, with status tracked from sent to viewed to paid. Automatic payment reminders escalate on a schedule and stop once the invoice is paid. Spoonbill also supports estimates that clients accept online, recurring invoices, multi-currency invoicing with VAT support (including German requirements), and PDF export for accountants. Free plan, no credit card required. Available in seven languages.Starting Price: Free -
41
Track and Invoice
Track and Invoice
Track and Invoice is a time and goods tracking, and invoicing software built specifically for freelancers and small businesses who bill clients for their time, materials, and expenses. Unlike general accounting platforms, Track & Invoice is designed around the way service businesses actually work — tracking billable hours, logging goods and reimbursable purchases, and turning all of it into a professional invoice in minutes. Track and Invoice is built for businesses that bill clients for work performed — interior designers, general contractors, landscapers, architects, electricians, plumbers, coaches, trainers, event planners, pet sitters, and any other service professional who needs to track time and expenses and invoice clients without a complicated accounting system. The software is subscription-free, with frees only if payment processing is used to process payment automatically via bank transfer or credit card.Starting Price: $0 -
42
MyVenueHQ
Colorado Web Forge LLC
MyVenueHQ is venue management software for independent event and wedding venues. It brings inquiries, room availability, bookings, proposals, contracts, invoices, deposits and event operations together on a shared event record. Venue teams can create 2D and 3D floor plans, banquet event orders and menus to coordinate event-day work. Client-facing links let customers review proposals, sign contracts and pay invoices without creating an account. The platform syncs sales from supported point-of-sale systems to event records and revenue reports. Its free plan supports a limited number of monthly events at one venue, while the Venue plan adds unlimited events and staff, e-signature contracts and point-of-sale syncing.Starting Price: $49/month -
43
Propovo
Propovo
Propovo is a cloud-based proposal and sales workspace for agencies, consultants, freelancers and sales teams. It helps users turn client notes, meeting transcripts and business context into editable proposals, statements of work, contracts and quotes. A visual editor supports reusable templates, branding and service pricing, while branded client rooms provide a place to share documents, collect electronic signatures and follow engagement activity. Contacts, deals, proposals and client rooms are connected in a sales pipeline, helping teams manage opportunities from initial contact through document delivery. Propovo Copilot assists with preparing client communications for user review. The service connects with CRM, calendar, email and workflow tools through documented integrations, and supports webhook-based workflows. Browser-based access supports creating proposals, collaborating with clients and managing sales documents.Starting Price: $29/seat/month -
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eSign
Graphics Point Engineering
eSign Standard playback client is our flagship product for stand alone or remote client playback on systems with a single screen to multi-screen. Powerful digital signage, unattended video walls or data wall monitoring. It is designed to provide information distribution for many different applications. eSign Edit is an expanded editing tool for eSign project and schedule files. It is intended for desktop editing and manual updating of eSign client systems. eSign Site Manager is a complete site management system for all eSign client playback products. It's intended for dedicated site management and editing stations to remotely update eSign client systems.Starting Price: $799.00/one-time/user -
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ClientPoint
ClientPoint
ClientPoint Enterprise platform helps you easily manage document and proposal generation, automation, tracking and AI-powered business relationship workspaces (called ClientPoints) and relationship sidebar for prospects, customers and partners. Schedule, message, video conference, share content, e-sign, and pay all in one place. Propose & close deals faster, serve & grow clients better, and transform your most valuable business relationships. The enterprise platform allows for integration of your CRM, ERP, BI and other tools, or use ClientPoint end point solutions, including custom CPQ, and formentioned tools, to save on your tech stack. ClientPoint has a content library, robust document generation, storage and template creation and other tools for sales decks, proposals, RFP’s. Pricing varies depending on your company's needs, branding, and customization. For solopreneurs and basic users, there is a free ClientPoint.me platform -
46
Scopable
Scopable
Scopable is a cloud-based (SaaS) quoting and assessment platform for managed service providers (MSPs). It integrates with the systems MSPs already run (ConnectWise, HaloPSA, NinjaOne, Microsoft 365, Azure, Pax8, Ingram Micro, IT Glue) and pulls live client data: endpoints, configurations, security posture, and 365 tenant details. From that data it runs automated assessments, scoring each client environment, flagging security and compliance gaps, and building a prioritized technology roadmap with cost projections. The roadmap feeds a quoting engine that generates margin-protected proposals using the MSP's own pricing, with automated labor and hardware estimates that update as scope changes. Proposals are delivered through a client portal with e-signature, syncing back to the PSA. The platform also includes natural-language client queries, CRM records, GRC tracking, and workflow automation. Currently in limited early-access release.Starting Price: $89/month -
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EventPro360
EventPro360
EventPro360 is the perfect easy to use, affordable, customizable, cloud-based event solution! • Customize Event Documents… contracts, invoices, BEO’s etc. • Customize food, beverage menus & all charge items • “EventPro360 Payments” offers your clients the convenience to make secure, integrated, seamless event deposits & payments. • Contact Management for task reminders, inter system communication • Integrated Website Event Request Feature • Phenomenal Reporting and Marketing Capability • e-sign partner signNow affords easy professional client document signingStarting Price: $1250/year starting -
48
Groundflag
Design Master Solutions, LLC
Groundflag is cloud construction management software for U.S. remodelers, specialty trades, general contractors, and home builders. It brings jobs, estimates, online approvals, invoices and payments, time tracking, a client portal, schedules, daily logs, photos, and documents into one browser-based workspace. Teams can build Gantt schedules with dependencies, record daily work by voice, track budgets and job costs by cost code, and manage change orders. Clients can review project information and approve proposals or change orders online. AI drafts daily-log text for a foreman to review and sign. The interface is available in English, Spanish, and Portuguese, so field and office staff can work in their preferred language. Groundflag runs in desktop and mobile browsers; native mobile apps are not yet available.Starting Price: $149/month -
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Clientjoy
Clientjoy
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. Clientjoy CRM is designed & developed keeping small & medium businesses, typically agencies & freelancers in consideration. It is being actively used by 4000 Agencies & 9000 Freelancers in 90 countries. Clientjoy CRM has a 14 Day Pro Trial & has primarily put up its Lifetime Deal on Sale for just $129 Per User for Life.Starting Price: $149 one-time fee -
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Workplate
Workplate
Workplate is cloud-based business software for Indian professional services firms, including CA and CS practices, law firms, IT services companies, agencies, and consultancies. Its modules cover project delivery, CRM, e-signing, invoicing, and AI-assisted team chat on a shared account. Projects supports engagement plans, tasks, milestones, time tracking, approvals, and work reports. CRM manages leads, client records, deal stages, owners, and follow-ups. eSign handles engagement letters, NDAs, and statements of work, including Aadhaar-based signing in India, with signed PDFs and audit trails. Invoice supports GST-compliant retainer and milestone billing, payment links, receivables tracking, and exports to Tally and Zoho Books. Modules can be bought separately; deeper data links and automated time-to-invoice workflows are still developing.Starting Price: ₹249/user/month
