Alternatives to CRMJetty
Compare CRMJetty alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to CRMJetty in 2026. Compare features, ratings, user reviews, pricing, and more from CRMJetty competitors and alternatives in order to make an informed decision for your business.
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1
Onehub
Onehub
Onehub is the secure file storage and sharing service built for businesses of any size. Bank-level encryption of your data as well as our granular, role-based permission structure means you can control who has access to your content and share critical business files with confidence. Onehub offers a suite of robust business tools such as virtual data rooms, client portals, Google Docs integration, automatic watermarking, branded workspaces, and custom agreements to enhance and expand your file sharing. Customize your Onehub Workspace to give content sharing a more professional, polished look and create your own Client Portal. Onehub’s virtual data rooms allow your business to send proprietary information to clients while keeping collaborators anonymous.Starting Price: $37.50/month -
2
MarketStudio
QUESTUDIO
The MarketStudio Suite is a web-based software offering for small, medium and large enterprises, which customers can use to browse, manage, and publish rich product content to Print, Web and Dealer Portals from anywhere/anytime. MarketStudio Suite includes several versatile products and modules that include - Product Information Management (PIM), Online Catalog Portal, Visual Catalog Portal, eCommerce Website, Catalog Automation, PDFxPress Portal and InStudio Plugin Print Publishing using Adobe InDesign. MarketStudio is available both on-premise and on the cloud (subscription) for product manufacturers, distributors and organizations worldwide.Starting Price: $190.00/month -
3
Propago
Propago
Propago is a leading web-to-print solution for commercial printers to support their enterprise customers with Marketing Asset Management portals. Our cloud-based platform handles pre-approved templates, print ready files, variable data files, direct mail products, promo, apparel and digital files. The front end is modern and intuitive. The back end is designed to streamline the entire supply chain. Propago makes it easier to access, personalize and order marketing materials while controlling the brand, budgets and inventory.Starting Price: $449.00/month -
4
CASH for Sugar
Faye Business Systems Group
CASH for Sugar gives you the ability to allow dozens, hundreds, or thousands of external parties to access key data in Sugar. With CASH, you can give people limited access to data that was previously inaccessible unless you were logged directly into Sugar. If you work with multi-line sales reps, you can give them access to their accounts only to view detailed account information. Have customers or vendors view the status of projects maintained in Sugar. Customers can log into the portal to add support cases, view support case statuses, and access key company documents. Customers can log into the portal to add support cases, view support case statuses, and access key company documents. Customers can log into the portal to view product information, including quantity on hand (if integrated with your ERP Software). -
5
Zapa Client Portals
Breichbilt
Introducing Zapa Client Portals, the easy solution for managing client documents. As a CPA, gather documents faster during tax season. As an attorney, manage documents and communication in one place for more profitability. The portal allows clients to upload documents, provides a checklist of necessary documents and deadlines and gives self-service access to their files. It's secure, reliable and user-friendly. Upgrade your client management with Zapa. Try it now! Zapa Client Portals is built for small business owners such as accountants and attorneys who need a secure and efficient way to gather, organize, and share client documents. These professionals often work with sensitive financial and personal information and need a reliable solution to keep this information secure while also streamlining their workflow. The portal is designed to provide a user-friendly interface for clients to upload documents, a checklist of necessary documents and deadlines, and easy self-service access.Starting Price: $52 per month, unlimited users -
6
DynamicPoint Portals
DynamicPoint
Easy to access and share customer, vendor, or employee information from your ERP or CRM systems direct from a SharePoint portal. The data is secured by displaying only the relevant information for the authenticated user. By leveraging the Office 365 platform, which provides the foundation for every DynamicPoint portal, workflows can be added in conjunction with data collection forms to automate entire business processes. With 24/7 self-service, customer satisfaction will increase. Partners will have a direct connection to your staff, so you can answer any questions they have immediately in real-time without having to pick up the phone or send an email. Our portal is a window to the business data that exists within your ERP and CRM system. There are no replications or syncs. The data is displayed in real time. The product is based on your Microsoft Office 365 platform. This gives you full access to the suite of products including Microsoft Power Automate for Workflow.Starting Price: $500 per month -
7
The Portal Connector
Sylogist
Improve your Customer Service with Dynamics CRM and The Portal Connector. Seamless integration between Microsoft Dynamics CRM or Dynamics 365 with a secure and customizable Online Portal means you are able to provide more effective Customer Service—faster. Easy to use, no need for coding, custom programming, or other complex technical requirements. Key advantages of The Portal Connector include: • Host your portal onsite, in the cloud or third party hosting provider • Works with Dynamics CRM 2011, 2013, 2015, 2016, Dynamics 365 • All data in CRM, including Custom Entities can be used in your portal solution • One license includes unlimited Dev/Test/UAT environments • The Portal Connector is easy to use and does not require any coding skills • End Users can authenticate to your portal with Facebook, LinkedIn, Twitter and custom authentication methods • Our open API allows developers to customize every aspect of the solutionStarting Price: $14995.00/one-time -
8
Oracle WebCenter Portal
Oracle
Quickly and easily create intranets, extranets, composite applications, and self-service portals. Oracle WebCenter Portal provides users with a secure and efficient way to consume information and interact with applications, processes, and people. Manage the complete content lifecycle with access to the unified content repository directly from the WebCenter Portal platform. Use predefined templates to ensure a consistent presentation format across the portal. Accelerate portal development by up to 35% with the Page Draft feature to contribute ad-hoc content inline, write in multiple languages, and publish images directly from the unified repository. Combine responsive design for mobile solutions with adaptive web pages to create omnichannel experiences with a tablet-first UI. Create, customize, and manage role-based portal experiences with browser-based business-friendly tools. -
9
BizPortals Solutions
BizPortals Solutions
BizPortals Solutions is a Microsoft Certified Gold Partner and a full-service software development company. With over 15 years of expertise in delivering digital workplace solutions and custom SharePoint development services, it has helped global organizations and their employees be more informed, engaged, and productive. BizPortals 365 offers a comprehensive suite of business-centric features to help enterprises stay agile and ready to deal with critical areas of their business. It offers a turnkey, ready-to-go, intranet built on Microsoft 365. The capabilities of the intranet include robust built-in features for Project Management, Forms Management, HR and Employee Management, self-service tools, workflow automation, integrations with line of business applications, and more. All of these features are integrated at one place to provide one central, comprehensive, easy-to-use workplace solution that allows its customers to replace and consolidate their existing tools. -
10
Capricorn
SilverBlaze
Capricon Customer Portals by SilverBlaze provides a completely configurable self-service web portal solution that increases staff efficiency and customer satsifaction. With Capricon, businesses can provide customers with self-help tools to manage their utilities, reduce call volumes, access tools for interacting with customers in new ways, and reduce costs associated with paper invoices, bills, and reports. Capricon can integrate with existing business systems and can be accessed at anytime from anywhere on any device. -
11
Univention Corporate Server
Univention
Univention Corporate Server UCS is our open integration platform offering centralized Identity & Access Management (IAM) with Nubus with a web portal. -Portal with Single Sign-On -Integrated IAM -Packaged integrations -App Center with enterprise applications -Active Directory integration -Platform for your entire IT -Operation on-premise, in the cloud, or hybrid The centerpiece of UCS is Nubus, our central IAM solution for managing identities, roles, and groups. The integrated portal with Single Sign-On and self-service functions provides access to all IT services and applications. Thanks to pre-built software and integration packages, apps can be easily put into operation. UCS is ideal for managing distributed, heterogeneous, and virtualized IT environments across Windows, Mac OS, and Linux systems. Find out more about UCS on our website and download the free UCS Core Edition!Starting Price: €25.00 /net per user and year -
12
JBoss Portal
Red Hat
JBoss Portal provides an open source platform for hosting and serving a portal's Web interface, publishing and managing its content, and customizing its experience. While most packaged Portal frameworks help enterprises launch Portals more quickly, only JBoss Portal delivers the benefits of a zero-cost open source license combined with a flexible and scalable underlying platform. If you wish to get involved as a developer in the Portal project, please visit the forums and get to know people. Also, it is recommended you visit the JIRA pages to get a glimpse on the status or project tasks. All of the developers on the JBoss Portal project began as independent contributors to one JBoss project or another. JBoss core developers are guided by a meritocracy, and we hire talent anywhere in the world it may be. -
13
BoxesOS
Epazz
The Epazz Web Portal is a gateway to information and resources for your users. The customizable portal is where users log in to your company's intranet system. Each user can log in as well as customize the portal with his or her own choice of organization, graphics, colors, and layout. The Web Portal Component makes it simple for companies to create a business home page and provide access to communication features, and collaboration options. We offer streamlined portal software that leads into your corporate intranet. What do you get with the BoxOS portal component? Epazz opens up communication so you and your employees can collaborate easily and effectively. Access your company's online community through your web portal. Improves interaction and working together for any complex organization. Improves the lines of communication and productivity. Offers live online chats for dialog between coworkers anywhere.Starting Price: $300 per month -
14
Boardtrac
Boardtrac
Boardtrac is an Australian owned board software that is designed by corporate governance and legal experts who understand the tools and knowledge that boards need to function efficiently. It is the perfect meeting management tool, with a superior User Experience (UX) designed for enjoyable use. Our board portal is cost-effective, recently re-designed to suit a modern interface, and made by governance professionals who know real-life boardroom challenges and the specific requirements of best practice governance. If your board portal is eating away at your budget, consider our solution today. -
15
Portal
Portal
The modern client portal for innovative businesses. Let clients login on your own website to share files, sign docs, make payments, send messages, and more. One app for everything required to run a virtual business including billing, file sharing & eSignatures, messaging, intake forms, and a knowledge base. Portal lets you define precisely what your clients see. You can host Portal on your own domain and make every pixel look on-brand. Connect an existing marketing website or use our website builder to create a page optimized for professional services. Add the secure file-sharing and eSignatures module to your client portal. Replaces Google Drive, Dropbox, ShareFile, and DocuSign. Add the billing module to your portal. Give clients a branded payment experience. Replaces Bill.com and FreshBooks. Add the intake forms module to your client portal. Streamline the client intake process. Replaces Formstack and Microsoft Forms.Starting Price: $69 per month -
16
OneCampus
TransAct
Provide a single access point for all campus resources, services, applications, alerts, and notifications whether your campus is in-person, remote-only, or hybrid learning. OneCampus is a cloud-based, search-first portal that connects students, faculty, and staff to what they need, on any device, in as little as 1-click. Search, click, done with the portal that Higher Education IT leaders developed to be secure, scalable, and customizable. OneCampus was created by the higher ed community to be everything other portals are not, simple to implement and manage, secure, infinitely scalable, and available on all devices, at any time. Connect students, faculty, staff, and other audiences to the resources they need at the moment they need it with an elegantly simple Google-like search on the device of their choice, and at a price you can afford. One place for students and staff to access any service or information, in any department, on any device. -
17
Magentrix PRM
Magentrix
Increase productivity of your channel sales partners with a Magentrix partner portal for partner relationship management (PRM). Customize the look and feel with your own brand. Control access to standard and custom objects, files and document sharing and eLearning. FEATURES: Partner onboarding, Playbooks, Training & certification, Pop-up alerts, Deal Registration, Deal Management, Document Management, Content Management, Market Development Funds (MDF) and much more! INTEGRATIONS: Magentrix integrates seamlessly with your CRM (e.g. Salesforce, SAP, Dynamics, HubSpot and more) to maintain a single corporate data source with complete control over user permissions and security. Intelligently optimizes synchronization with Salesforce data resulting in less API calls for high performance and uninterrupted data accessibility. Extend your portal with the growing list of 3rd party applications (including Zapier) or use the RESTful API to integrate your own. -
18
Magic EDI Service
Magic Software Enterprises
The Magic EDI service platform is a centralized solution designed to automate B2B data exchanges with business partners, enhancing efficiency, accuracy, and agility. It supports a wide range of EDI messages and transport protocols, enabling seamless integration with various systems. The platform's one-to-many architecture allows for a single connection per business process, regardless of the number of connected partners, simplifying deployment and maintenance. With over 10,000 preconfigured EDI partner profiles and more than 100 certified connectors to internal business systems such as SAP, Salesforce, SugarCRM, and JD Edwards, the Magic EDI platform facilitates rapid digital connections. Additionally, it offers a self-service onboarding portal for partners, reducing setup costs and time. The platform ensures end-to-end visibility into each EDI transaction, automates supplier updates through standard EDI messages and integrates with freight management systems. -
19
InfoCenter
ICM Document Solutions
InfoCenter is a powerful, intuitive self-service web portals that enables your organization to securely share records and documents, from multiple sources. User interaction with the portal is easily monitored, including complete search history and viewing data and associated documents. It’s an ideal solution for a wide range of implementations, such as (public, student, employee) records requests, customer service resources, and invoice payment inquiries. InfoCenter’s highly configurable authentication model allows content to be selectively available to external or corporate users, while not compromising the security of internal systems or data. From wide open public record requests to strictly controlled sensitive information, this control allows your business to safely satisfy regulatory requirements and legal obligations. InfoCenter empowers your business to provide the right information to the right parties at the right time. -
20
eJeeva Dealer Portal
eJeeva
eJeeva Dealer Portal is a cutting-edge cloud-based e-commerce website portal created specifically for wholesale distributors in manufacturing, retail, and distribution industries. Integrates with enterprise resource planning (ERP) systems, eJeeva Dealer Portal provides dealers their own branded eCommerce website that is connected to a centralized warehouse for inventory, pricing, and drop ship facility. Services offered by eJeeva Dealer Portal include document management, content management, file sharing, and searching functionalities provided within a suite.Starting Price: $200.00/month -
21
Broadridge Client Portal
Broadridge Financial Solutions
Work smarter every day with detailed reporting and advanced search capabilities. The Client Portal is an intuitive tool that brings all your critical information into one place, helping you simplify processes and automate tasks. Boost efficiency by using the Client Portal to access shareholder data and other important information. From accessing on-demand reports to monitoring real-time voting results, the Client Portal serves to make your life easier. The Client Portal empowers you to do your work, your way. One simple tool offers critical data, real-time and historical reports, advanced search and filtering capabilities, and client alerts. The Client Portal empowers you to do your work, your way. One simple tool offers critical data, real-time and historical reports, advanced search and filtering capabilities, and client alerts. Boost efficiency by using the Client Portal to access shareholder data and other important information. -
22
SPP.co
SPP.co
SPP.co is an all-in-one client-portal platform purpose-built for digital service and productized agencies, bringing billing, onboarding, projects, support, CRM, forms, portals, and payments into a single branded workspace. Agencies use their customizable order and intake forms to guide clients into buying services or subscriptions online, automatically create invoices or Stripe subscriptions, and assign projects/tasks based on rules and status. The system provides a white-label portal for clients, even allowing custom branding, domain, colors, and templates, where clients can review invoices, pay, see project status, and collaborate without leaving the portal. Behind the scenes, the admin side supports team inboxes, permissions, internal & external messaging, task assignment, order history, custom statuses, and role-based views so agencies can scale workflows of 2 up to 200 staff. Extensive integrations, APIs, and webhooks enable checkout flows, subscription billing and more.Starting Price: $99 per month -
23
PortalProdigy
Brolin
PortalProdigy is our agile web publishing platform and content management system that makes all the features listed above immediately available to you. PortalProdigy provides amazing functionality that can be implemented without programming using menu driven configuration options. This significantly reduces the time and expense to build your website. You get an unprecedented amount of functionality. PortalProdigy makes it easy to create an attractive and professional looking Home Page that promotes your products and services and directs visitors to what they are looking for. PortalProdigy’s Home Page Builder makes it easy to implement changes and update your Home Page content. It also provides options to automatically feed content to your Home Page such as current Events, News, Products, Resources, etc. Your Home Page is fully integrated with the PortalProdigy’s system to provide visitors with a uniform branding experience and consistent site navigation. -
24
PortalsXpress
PortalsXpress
PortalsXpress allows you to share documents securely with your clients and field offices. Your clients view and edit documents under their portal, which is branded with your company's name and colors. Quickly share documents by printing with our direct-to-portal PDF printer driver. Just print from your favorite application, select a client and the document is available. Padlocks provide a powerful and intuitive way to secure documents. Keep documents for your accounting department and CEO secured for their eyes only with our Padlocks. Ever have a document that is hard to find? Think about that across your entire organization. Get search features for your entire portal using our Secure Document Search Engine. Secure document search will never show a document unless you have permission to view it - Padlocks and secure document search work together.Starting Price: $311.40 per year -
25
TIA Portal
Siemens
Totally Integrated Automation Portal (TIA Portal) gives you unrestricted access to the complete range of digitalized automation services, from digital planning to integrated engineering and transparent operation. Shorten your time to market with the aid of simulation tools, boost the productivity of your plant using additional diagnostic and energy management functions, and increase flexibility via connections to the management level. Innovative simulation tools, seamlessly integrated engineering, and transparent plant operation work perfectly together in TIA Portal for more flexibility, speed, and productivity. The new options benefit system integrators and machine builders as well as plant operators, making TIA Portal your perfect gateway to automation in the Digital Enterprise. With a digital workflow, a virtual model of machines and plants can be used to simulate and test every aspect before actually building the real thing. -
26
BlackMonk
Doublespring Media
BlackMonk helps online publishers to create, manage & monetize portals, magazines, newspapers, business directories, or online communities. Content Management Solution (CMS) for online magazines, portals, newspapers, business directories or niche communities. Finest next-generation CMS for modern, traditional, and emerging media. BlackMonk CMS is the flagship product of DoubleSpring Media (P) Ltd. - a new media company, specialized in web development. BlackMonk supports a variety of content types like articles, pages, events, attractions, showtimes, bookmarks, and more. Each content type has unique features, templates and user interface model. Customizable designs & intuitive workflows ensure an exceptional user experience. Convert passive content consumers into active content creators and cultivate a community around your content and brand. BlackMonk has built-in features to help publishers generate more revenues.Starting Price: $99 per month -
27
Doc.It by IRIS
Doc.It Inc.
Document Management, Workflow, PDF Editing and Web Portal solutions for accounting firms to improve productivity and efficiency. Accounting and tax firms using Doc.It Suite software stay organized by streamlining and automating digital processes that drive efficiency, workflows and profitability while minimizing risk associated with dealing with the exchange and storage of financial documents. Doc.It was founded in 2001, is headquartered in Toronto, Canada and currently has 600 accounting firms and 16,000 users. There are three product options depending on your firms needs. 1. Doc.It Suite includes all functions of the software- Scan and Organize, document management, workflow, web portal, PDF Editor and all integrations. 2.. Doc.It Connect is focused around the web portal functionalities with the work binders for document storage. 3. Doc.It Explore is the starting point for document storage. and includes the PDF editorStarting Price: $29.00/month/user -
28
Motion.io
Motion.io
Motion.io is an all-in-one client portal and project management platform designed to streamline client work for service-based businesses. It offers loginless, white-labeled portals where clients can upload files, complete forms, track project progress, and communicate with teams without the need for account creation. Motion.io's task builder allows businesses to assign tasks that automatically remind clients to complete necessary actions, such as signing documents or submitting information. Motion.io also features electronic document signing, enabling clients to sign contracts directly within their portals. Its project tracker provides clients with clear visibility into each stage of their projects, enhancing transparency and reducing the need for status update meetings. The unified inbox consolidates all client communications, including messages and support tickets, into a single dashboard for efficient management.Starting Price: $19 per month -
29
Dovetail Software
Dovetail Software
Dovetail Software provides an HR Service Delivery Experience that includes HR Case Management, Employee Portal, HR Knowledge Management and Reporting & Analytics that enables HR to achieve excellence in HR Service Delivery and meets the needs of a modern HR team. These needs include enhancing the Employee Experience and improving HR Experience of delivering HR services. Founded in 1996 as a CRM (Customer Relationship Management) company based in Austin, Texas, Dovetail Software started life focusing on the Customer Service and Support market offering and implementing products to large scale enterprise organizations. In 2008 we shifted focus and created products for global workforces, specifically HR Service Delivery, with our current product lineup - Employee Portal, HR Case Management , HR Knowledge Management and Reporting & Analytics. -
30
Client Portal
Client Portal
Set yourself apart from your competitors by giving your customers a professional, organized client portal. Client Portal integrates with WordPress to help you manage your client projects... without the bulky project management software. Projects can get messy. No matter what kinds of projects you work on, if you work with clients you know the headache of keeping track of projects and deliverables. Most files you send will likely be emailed across. These can quickly become buried in both yours' and your clients' inbox. Maybe you need to dig out the proposal you sent 6 months ago to check the scope, or perhaps your client needs that Google doc with the draft copy that was completed weeks ago. Client Portal is a super simple, lightweight WordPress plugin that you can use on your website today to allow your clients to keep track of the project and give them access to all files at any time. No more "Can you send me our logo? I've lost it again!" requests.Starting Price: $199 per year -
31
CloudRadial
Azurative
Show Your Clients What a Modern MSP Looks Like. In one single white-labeled client portal, powered with automation, provide Ticketing, Service Catalog, Reporting, vCIO/QBR Automation, Client Training, Client Communication, and a Client Intranet. Fully integrated with Office 365, ConnectWise, Autotask, Syncro or BMS. A single integrated and secure platform to run all of your client touch points. Create a seamless and automated client experience all the way from ticketing to account management. Showcase your service catalog and make it easy to work with and buy from your MSP. The information clients provide about their IT problems and the information you need to fix them are rarely the same thing. That’s why CloudRadial has fully customizable intake questions and ticket triaging. To get the info you need and get it to the right place. Your client wants to use a client portal to request service from you, but you have to give them a reason to use it.Starting Price: $195 per month -
32
SmartVault
SmartVault
SmartVault is the easiest and most secure way to optimize how you, your staff, and your clients gather, store, share, and eSign documents in the cloud. Streamline how you work, collaborate with clients more easily, and reduce costs — through one integrated document management and client portal solution.Starting Price: $20.00/month/user -
33
QCommission
CellarStone
QCommission is a powerful cloud-based and on-premises sales commission software created by CellarStone. Designed to help calculate salespeople's compensation accurately and quickly, QCommission enables compensation administrator to compute any commission plan, including tiered rates, flat rates/amounts, quota-based rates, and more. QCommission works as a stand-alone application or integrated with SugarCRM, Salesforce, Oracle Fusion, Sage, QuickBooks, Microsoft Dynamics, and other solutions.Starting Price: $17.00/month/user -
34
Apiboost
Apiboost
Enterprise-level developer portal providing next-level access control, robust API productization, and advanced API key management. One portal for internal, external, and partner-specific APIs, robust API documentation and guides, delegated control for partners and teams, and flexible content editing with granular editorial permissions and workflows. Use Apiboost’s OpenAI integration to accelerate the development of your API guides and related documentation. Apiboost is a cutting-edge API Platform, that transforms how companies approach APIs, unlocking new revenue streams and digital efficiencies. We treat your APIs as valuable products, make smart future-oriented decisions, and achieve unparalleled growth with Apiboost. From multiple Identity management integrations to granular access control Apiboost has you covered. With Apiboost, you can wave goodbye to tedious development processes and embrace a streamlined approach to API management. -
35
Stacker
Stacker
Build custom software that empowers your partners, teammates and customers. Instantly create apps powered by your data. Allow customers, clients and partners to self-serve through a branded portal. Build it yourself, whatever you can imagine. Easily create powerful software interfaces for your business's data in minutes, without needing developers. Software that you control, not the other way around. Off-the-shelf software doesn't fit your business. It doesn't fit anyone. Gain unprecedented access control over who can view and edit your data, with customizability that scales with your business. Share your data with whoever needs it. Collaborate with colleagues, connect multiple data sources, and share your apps with teammates, customers, and partners.Starting Price: $79 per month -
36
FeatValue
FeatValue
FeatValue is a customer portal for agencies and service providers. Thanks to its deep integration into the most popular project management systems, clients can be easily integrated into existing processes. FeatValue synchronizes the tasks and offers a review process for the client. Clients can create tasks and view the processing status. -
37
Clinked
Rabbitsoft
Clinked is a cloud-based white-label client portal, allowing teams to share files, manage projects, and collaborate. Clinked key features include third-party application integrations, search tool, file sharing, task management, and collaboration tools. Clinked is also accessible via Android and iOS mobile applications.Starting Price: $99.00/month -
38
Future Directors
Future Directors
A self-service, secure, cost effective and and no contract board management platform for small to medium business. Manage every aspect of your board meetings in our secure cloud platform. Store all your documents, prepare and share your agendas, compile board packs and digitize your minutes, plus much more. No more disconnected tools, documents buried in emails or disorganized SharePoint folders. Give your team access to the right information, when they need it. With Future Directors Board Portal, you can create, participate and facilitate all your governance needs in the one place. Some of the most severe cyber attacks happen at a board level, stop emailing sensitive information. Use our secure platform to control how you share information and who can see it. Don’t pay for overpriced tools, save money with our easy to use platform. Give company secretaries the tools to be effective. You control who can access company information and who can make changes.Starting Price: $30 per month -
39
Aderant Drive
Aderant
Aderant Drive enables data-rich law firm client portals that provide firms and their clients with a platform to collaborate and interact with information in a secure environment. Leveraging firm’s existing technology and the security protocols of the Office 365 ecosystem, Drive removes the technical challenges of creating and managing law firm extranets while improving client service with increased responsiveness, transparency, and value. -
40
myprm
myprm
MyPRM's tool helps your company to grow revenue by accessing prospects and customers that you would not reach otherwise. Generate a higher turnover and reduce your management costs from the first year of use. Manage your partner network and bring them Added Value with MyPRM. Manage your partner campaigns with more efficiency and drive better performance. Partner Relationship Management (PRM) connects the dots between partner selection, recruiting, onboarding, training, motivation, co-selling, co-marketing and management. With the growing number and types of partners, running a multi-channel program requires less of a linear approach today and more of automated, personalized, customized and scalable workflows. A partner portal for managing leads and opportunities, accessing your document library, as well as monitoring marketing and financial actions, etc.Starting Price: $2500 per year -
41
Survey Rocket
AppJetty
One of our best SugarCRM plugins is TapCRM - Mobile CRM App for Sugar. Using this plugin, you can build a mobile app for your SugarCRM to have on the go access to real time data for your business operations. The Sugar mobile app can virtually manage everything your business demands. One of the best features of this Sugar mobile app is the custom layouts to provide a personalized view for every individual. Start now, take the free 30 days trial and experience the best. Survey Rocket is our flagship SugarCRM extension. It is a complete email marketing and marketing automation tool. Just like so many other businesses, your business too requires a perfect marketing tool to fetch new site visitors and effectively manage the external communication. Survey Rocket was initially developed to trigger automated surveys, however, it is now fully equipped to manage all types of email marketing campaigns and even more. -
42
Assembly
Assembly
Assembly is a client experience and back-office platform built for tech-enabled professional service firms such as consulting, accounting, law, real estate, marketing, and technology. It replaces scattered tools with a unified, branded client portal where businesses can connect, communicate, invoice, share files, and manage tasks from first sale to full scale. The system centralizes visibility into client relationships across the organization, powered by secure AI assistance to streamline workflows and save time. Assembly integrates easily with existing business tools via embeds, Zapier, Make, or its own flexible API and supports the creation of custom apps. Key features include secure messaging, file sharing, invoicing and billing with one-click payments, contracts and e-signatures, storefronts to productize services, forms, and task management. It is designed to deliver remarkable, modern client experiences while maintaining enterprise-grade security and HIPAA compliance.Starting Price: $39 per month -
43
Port
Port
Port is a platform for building no-code, holistic, Internal Developer Portals. Port's software catalog covers microservices, resources, custom assets and fits any data model, with in-context maturity scorecards. Its portals support any developer self-service action and workflow automation. -
44
RT SugarStripe
Rolustech
Note: RT QuickBooks is being discontinued effective 16th August 2023. Existing customers will continue to receive active support until 16th February 2024. The plugin will remain available for purchase, but as an as-is, one-time payment solution, and its use will be at the customer's own discretion. The plugin is compatible with SugarCRM 9 as of its last release. Managing financial matters in your Sugar just got a whole lot easier with RT SugarStripe! RT SugarStripe seamlessly integrates Stripe with SugarCRM, making it the perfect companion for your organization. Whether its managing or tracking payments, you can do it all while providing greater flexibility and convenience. Leveraging Stripe’s flexible API, we have created a new module called Invoices and Payments, and integrated it with the Opportunities, Accounts.Starting Price: $99 per month -
45
happierDeck
happierWork
One stop shop for all the apps you need at work. Beautiful personalized intranet portal. Corporate communications platform and a custom dashboard for futuristic businesses with all the applications you need to access. Single sign on and better access control for Google Workspace. Govern access to Google Workspace apps and other apps through Single Sign-On with customized, restricted login. User management and directory. Consolidate all of your people data from all of your locations in one place. You can access, control, sort, analyze and take action on data from anywhere. -
46
Agency Handy
Agency Handy
Agency Handy is an all-in-one client portal software designed to streamline operations for agencies by consolidating client management, project tracking, task assignments, invoicing, payments, and communication within a single platform. Users can create detailed service catalogs with customizable packages, share them publicly or embed them on their websites, and set up tailored intake and order forms to gather necessary client information efficiently. It supports seamless client onboarding by allowing the creation of client profiles with essential information and automated email invitations for quick confirmations. Agency Handy offers robust task management features, including Kanban boards for visualizing project progress, real-time collaboration tools for team and client communication, and integrated file feedback and annotation capabilities. Financial operations are simplified through automated invoicing with support for various payment gateways.Starting Price: $49 per month -
47
Ntranet
Ncontracts
Ntranet is more than an employee intranet that keeps everyone connected – it's a digital workplace that makes employees feel valued. Ntranet is a modern digital workplace that keeps your remote teams engaged and acts as the culture champion for your organization. With no programming experience necessary, get started with Ntranet's drag and drop interface that allows you to fully use your imagination to design pages that reflect your culture without entering a single line of code. Ntranet will transform how your company communicates, collaborates, and connects. Ntranet empowers over 55,000+ people and organizations with a portal that drives increased productivity, meaningful engagement, effective communication and better collaboration for remote teams. Our team is your partner and dedicated to your success. Leverage 15+ years of experience in conceptualizing, creating, and deploying employee intranets for organizations of all sizes. -
48
StackBill
Assistanz Networks
StackBill is a complete self-service intuitive Cloud Management Portal with extensive features leveraging Apache CloudStack® with state of art years of expertise. StackBill facilitates Public Cloud providers with usage-based billing and charge-back solutions, multi-currency, multi-language support and preferred payment gateway options. StackBill helps data centers and public cloud providers with Customer Self Service Portal, Billing & Subscription Management, Provisioning Automation, Whitelabel CMP with Market Place, Setup & Migration Assistance. StackBill provides 24/7/365 consistent support for implementation and maintenance. Our built-in AI FAQ bot educate end customers on how to utilize the portal effectively, making StackBill a user-friendly platform.Starting Price: $0 -
49
N-Able Projects Portal
AbleNet Solutions
Schedule, manage, and track multiple projects for teams, workgroups, or the entire organization. Increase team communications. Shorten project life cycles. Improve the quality of project deliverables. Retain and reuse accumulated knowledge. Status and other reports for multiple projects. Time - estimated vs. actual for projects and team members. Discussion - virtual meeting space. Library - post and discuss project deliverables. Task email alerts (with link to the task detail). The N-Able Project Solutions are project management software applications focused on providing teams or workgroups with the ability to easily schedule projects, share information, track tasks, discuss ideas, and resolve issues as they arise over the course of the project. All of the applications provide a personalized project portal into the team activities and move an organization onto the knowledge management path. -
50
AirPortal 360
CB Travel
Managing corporate travel can be complex. Travel managers need solutions that actually make their job easier, not more complicated. Technology is key to making that a reality. When innovative digital solutions are seamlessly woven into a corporate travel program, travel managers are able to more successfully manage the daily details and data that inundate business travel. They’re able to better manage costs, decrease spend, and ultimately work more efficiently. They’re also able to provide a frictionless travel experience to their travelers. Developing corporate travel technology to meet the evolving needs of travel managers is one way Christopherson Business Travel leads the business travel industry. The foundation of all our digital tools is AirPortal, an integrated software platform that delivers secure, real-time visibility into an organization’s entire business travel program.
