Alternatives to CRMit
Compare CRMit alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to CRMit in 2026. Compare features, ratings, user reviews, pricing, and more from CRMit competitors and alternatives in order to make an informed decision for your business.
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1
PSOhub
PSOhub
The only all-in-one Project Management software that seamlessly integrates with your favorite CRM. Start increasing your productivity for only $8.50 per month. What PSOhub does for your organization: Manage all your projects easier through improved collaboration, easy scheduling, and budget management. Prioritize, delegate, and report on your projects. Track and manage team activities with task boards. Use templates and other smart contract functionality to manage your fixed fee or time-and-material contracts, and send detailed quotes that convert directly into a project. Manage your resources with ease. No more guessing. Log more time with self-driving time tracking and simple manual time logs in your PSOhub calendar, timesheet grid, browser extension or mobile app. Send personalized invoices, both automatic or manual and spend less time on approving, sending and tracking your invoices.Starting Price: $12.50 per user per month -
2
BlinQ
BlinQ Software
BlinQ Software is a perfect tool for creating on-site accurate quotations for window furnishing. Create your quote in few minutes not in few hours. Leads & CustomersAttract, Retain and Manage More Customers & Leads. Grow your company into a customer-focused organization. Manage leads. Manage customers. Manage job locations. Search leads, customers & job locations. Staff & Appointments. Schedule appointments directly into Google Calendars and assign a preferred staff for the job. Manage unlimited staff. Manage unlimited calendars. Track by lead created. Assign a job for staff. Quotes & JobsDo better quotes, send your quotes instantly and give your customers the flexibility to click and accept your quote. Create quote on site. Email quote to customer. Quote status - Pending or Approved. Convert confirmed quotes into jobs. Invoices & Payments. Suppliers & PO's.Starting Price: $150 per month -
3
GoGSTBill
GoGSTBill
Our all documents are beautifully designed & compliant with GST rules and regulations. With GoGSTBill you can easily create unlimited products & manage all stock with one click. Create GST compliant Quotation & Proforma Invoice with our extremely easy interface. Create credit & debit notes against any invoice With accurate templates and professional design. Record & track payments for invoices created in the system & take print out with one click.Easily create an account for your staff with limited permission you want to offer. Print your invoice on different paper size as per your need full page or half page. Ready to use invoice template just select invoice design that you like & it's ready to print. Send you invoice, quotation or any other document on email with just few clicks. You can easily export your data like customer, product & invoice to excel sheet with one click. Multi-currency option allows you to create an invoice in any currency to serve overseas clients. -
4
Offeris
Offeris
Offeris is the online information system for easy creating and managing Business proposals, Sales Orders, Purchase Orders, Invoices, Warehousing and other business documents. Calculation of profit based on a number of parameters. Simple to generate an order or an invoice. Choice from different template designs for PDF output. Tracking issued items and order status. Quick creation of purchase orders for suppliers to items that are not in stock. Track dates for required delivery and delivery confirmation. Received and issued invoices. Creation of proforma invoices with the possibility of creating a tax receipt for the received payment. Collection invoices from delivery notes. Tracking issued items and order status. Quick creation of purchase orders for suppliers to items that are not in stock. Track dates for required delivery and delivery confirmation. -
5
Easy CRM
Shoppias
When your business looks at every transaction through the eyes of the customer, you cant help but deliver a better customer experience, which in turn increases loyalty to your company. Easy CRM software brings together all information from different departments throughout the company to give one, holistic view of each customer in real time. Manage and invoice projects with the powerful project management feature. Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff. Build professionals and great looking invoices. Attach files and send directly to your clients. A subscription and audience management platform that automates accounting, fulfillment and operations. Kicks off the sales process to identify potential leads, and prepare for the forecasting of those sales in production in minutes. Win more business, Get paid faster. Forget about never ending sales process.Starting Price: $5 per month -
6
FinKoper
Alfa Solution spol. s.r.o.
FinKoper is a CRM for Accounting firms. Features: Communication: Conveniently communicate with clients - via Telegram, WhatsApp, or Email. All accountants leading this client can communicate with him in one window inside the service without using personal messengers. Tax calendar for each client: It's enough to set up a client once and the service will automatically make a schedule of tax reporting for him and build it into the working calendar of the accountant in charge. Chats and tasks: Employees can set and track tasks for themselves and their colleagues. Recurring tasks, checklists, tags, comments, and attached documents - all settings in one window. Time Management: Work Time Tracking allows you to control the most labor-intensive areas of work and plan both the number and qualifications of staff and the workload of employees. Analytics for the manager: Detailed reports and graphs on employee productivity, as well as work efficiency for each client and each task.Starting Price: €5/month -
7
Salestack
Salestack
Your customers deserve a better experience. Using sales automation system. Marketing & Sales. Create, track and analysis of the marketing & sales. Marketing. Create & manage your marketing campaign with inquiry management. Sales automation. Create & manage your leads with fully automation CRM software. Invoice & Inventory. Generate invoice and track your inventory on single click. Quotation & Invoice Create, print & send on whatsapp with customize reports. Sales Order & Purchase Order. Manage employee wise sales with tracking reports Inventory Management. Track your material stock using smart CRM system. Project Management. Manage your projects with live progress. Task Management. Assign project task employee wise with task tracking reports. Project Milestones. Manage & track your project milestones with different types of reports. Ticket System. Ticket generation system with customer panel, give good service to your customer using automation.Starting Price: $40 per user, per year -
8
CiuisCRM
CiuisCRM
Manage your business from Customer management, Quotations, Invoices and Payments, and much more. From customization to automation of your invoices and accounting, scale up your business. With recurring invoices, expense entries and other income entries, automate your workflow with just a click. Customized reports and dashboards that offer real-time data updates. Compare sales across months and create priorities based on consistent data. Customizes the data views depending on their roles in the organization. Create and send quotes or proposals to customers.Starting Price: $45 per month -
9
Karlia
Karlia
Complete CRM software for customer monitoring, invoicing, accounting and projects. Need to save time and automate? Karlia: a software, adapted to all your needs, powerful functionalities but very simple. All-in-one CRM software, invoices, automated accounting, time and projects. CRM - Gain visibility on your pipelines. Manage your prospect and customer business cycles. Create custom fields. Add views to the directory. Edit quotes and invoices in one click. Create quotes in your opportunities. Turn them into invoices. Purchase order, delivery note and stock. Simplify your expense and supplier management. Add expenses with your receipts. Create recurring purchases. Manage your outstanding suppliers. Automate your accounting. Connect your bank accounts. Do the automatic bank reconciliation. Easily export accounting entries. Connect with your customers. Communicate with your customers. Share business documents. Have your proofs validated.Starting Price: $17.70 per user, per month -
10
ROI 360 by TALONOID
TALONOID Technologies
ROI 360 is a versatile, fully customized platform designed to streamline and enhance business operations, specifically for service-oriented industries. It offers a comprehensive suite of tools to efficiently manage every aspect of your business. Key Features: CRM: Manage customer relationships, track interactions, and optimize your sales funnel. Sales Management: Streamline sales from quotation to fulfillment with accurate reporting. Invoicing: Simplify billing with automated invoicing and integrated payment processing. Project Management: Oversee projects with task assignment, progress tracking, and deadlines. Inventory Management: Optimize inventory levels and manage stock movements. Purchase Management: Automate procurement and manage vendor relationships. Manufacturing: Enhance production with planning, scheduling, and monitoring tools. Maintenance and Repairs: Schedule and track maintenance to minimize downtime.Starting Price: $9/month/user -
11
Inshop CRM
Inshop Group
Multi language support, clients management, projects & tasks, documents, simple accounting, inventory management, orders & invoice management, possibilities to integrate with third party software, REST API, and many other features. Create projects and assign tasks for user. Due to nice calendar, check your tasks. Order & invoice management. In/out invoices management.Starting Price: $50 per month -
12
Zoho Billing
Zoho
Handle recurring billing and payments effortlessly with Zoho Billing (formerly Zoho Subscriptions), a powerful subscription management software. With Zoho Billing, small businesses up to large enterprises can manage the entire customer life cycle--from accepting recurring payments to handling customer subscriptions--with ease. Top features include recurring billing, subscription management, subscription metrics, subscription finance, payment gateways, and a number of integrations. Effortlessly manage your products or services and pricing with a comprehensive product catalog. Make sales a breeze by optimizing sales strategies with flexible pricing models and the pricing table widget. Unleash seamless quotation, invoicing, and expense tracking. Handle projects and timesheets effortlessly, and generate e-invoices for swift and smooth transactions that comply with regional regulations.Starting Price: $39 per month -
13
KeyOffice
KeyTech
Specially designed for VSEs, SMEs, craftsmen and freelancers, KeyOffice brings together in a single application everything you need to manage your business on a daily basis. Easily create and send personalized invoices. Track payments and reminders. Manage recurring invoicing, Pro-forma, and installments. In a document flow or live, create and send your commercial documents in a few seconds. Terminate and/or (re)negotiate your contracts in time! Thanks to the centralized monitoring of your contracts (customers and suppliers), receive a renewal alert before the notice date. Centralize all your business directories and documents in KeyOffice and make them accessible from anywhere at any time by all users. KeyOffice brings together in a single application everything you need to manage your daily business. One application and one price! Every day KeyOffice evolves for your satisfaction, you always benefit from the latest developments at no additional cost. -
14
Effitrac CRM
Effitrac Solutions
Track and view the total leads, calls, events and tasks on a weekly basis and analyse the performance using charts. Track the tasks allotted with respect to the particular lead and optimize the priority level, status and due date of task completion. Take daily, free hand notes on customer details, analysis or anything that is important. Allot an ID for events or meetings to avoid confusion and note down the location and status for the event that is on progress. Never miss the details of a phone call! Record the lead name, their purpose for contacting you, subject spoken on, call type, call date and status of the lead. Keep a track on the customer sales enquiry regarding quotation, payment summary or any of their queries without muddling yourself. From identifying your lead to building your customer relationship, Effitrac supports you invariably. Effitrac lets you understand, plan and act according to your customer needs, which is the key for great decisions. -
15
CVenture
Chamunda Tech-Net Service
C-Venture is a free Sales Enquiry Management software to cater the needs to manage leads, quotes, follow-ups, managing sales order, Manage invoicing, Proforma invoice, Delivery Notes etc. Customer Support Management is also included in C-Venture that makes it a complete Customer Relationship Management Software. CRM that covers every aspect of business. Purchase management System makes C-Venture unique from all other CRM’s.. CRM that meets the needs of all business. Mail to Sales enquiry and mail to Support ticket features removes the pain to track emails. Sales executives can manage all their Enquiries and leads. They can manage customers contact informations etc. Sales Co-ordinators can view and respond to all enquries. Sales executives can update their follow-ups (Visit, Phone, Mail) and keep the team informed about follow-up. Automated daily report generated per sales executive as per follow-up data. -
16
Conecta Carga
Conecta Carga
Conecta Carga is a cloud-based ERP and logistics management platform built specifically for freight forwarders and cargo companies to unify and streamline core operations from a single web interface. It lets users upload and manage supplier freight rates and templates, generate quotes, and oversee CRM follow-ups and client interactions while eliminating repetitive tasks and manual spreadsheets. It centralizes shipment control for air, maritime, and land cargo with full document handling, including House and Air Waybills, historical traceability, shipment status updates, and an optional customer tracking portal; it also supports administrative workflows such as proforma invoices, accounts receivable tracking, purchase orders, bank account activity, and operational profit analysis. Integrated warehouse management features provide real-time inventory control, warehouse receipts, cargo release processing, and online tracking. -
17
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 -
18
OneDigiFlow
OneBizStore Technologies
A simple CRM software to follow up with your potential customers through enquiry/sales life cycle, create and share quotations on the go, manage projects, tasks & job works with ease and send invoices in a breeze. In short, become productive and focus more time in growing your business. Our infrastructure is available 24/7 and you just need to enter your user name and password to get started. The dashboard with the help of our extensive algorithms and humongous lines of code learns from you adapts to you and gives it back to you. It displays important information about the quotes, estimates, invoices, etc., so that you, as a business can make meaningful decisions with just a glance. Get a 360-degree view of all your deals on a clean, visual mobile UI. Every activity that your sales rep performs on each deal can be logged, tracked and followed upon. Setup product/service SKU, quickly create estimates and share it with your customers for instant approval.Starting Price: $65.93 per year -
19
Billbooks
Billbooks
Whether you’re a contractor, shop owner or music teacher, Billbooks helps you manage your invoices, expenses and quotations like a pro. Get rid of dirty-looking invoices and quotations made in Word, Excel, PDFs or other software. Securely keep your data on the cloud, and manage your invoicing on the go, with the new Billbooks App. Save time managing multiple companies and clients with a single login and dashboard. Assign roles and restrictions to staff for each organization. Manage inventory, know your best-selling products, and get low stock alerts. Keep track of invoices, estimates, expenses, projects and contact details for all your clients. Get e-approvals, set expiry dates, and see when customers view your estimates. Create and send beautiful invoices, set auto-payment reminders, sit back and get paid more easily. All data is encrypted using a combination of 256-bit SSL encryption, AES & IDS.Starting Price: $7.95 per month -
20
Clatos CRM
Dunes Factory
Clatos CRM brings the most effective general-purpose solutions and vertical solutions under one roof. Get to understand your audience and find new ways to plug into them. Clatos CRM enables you to adjust your promoting, deals, and back groups with bound together client data. Increase your deal efficiency by 25%. It ranks as the no.1 CRM for its services and user interface. Connect deals, benefits, showcasing, commerce, and IT, and personalize experiences. Ease of plan and execution at speed with high ROI. Keep track of all leads in one spot so you can quickly track their development. Auto-import leads from email, make notes, generate proposals, and attach files. Create a professional and eye-catching invoice. Attach files and send them to your clients immediately. The ability to create recurring invoices. Create an email from scratch or use a pre-built template that fills in necessary contact details. Then, add a document from the CRM document management system. -
21
AccountsFlow
Accounts Flow
AccountsFlow is a completely automated E-Invoicing system designed specifically for restaurants, retail, and other businesses dealing with the tedious task of SKUs/Inventory data entry. Dealing with dozens of suppliers, entering hundreds of invoices manually consumes hours of your time. Load all of your supplier invoices, item by item, with all the details, into your POS or inventory system. Check pricing, quantities, rebates and store invoices. Download the guide and learn how to apply the Eisenhower Matrix to your job as a restaurant manager and prioritize tasks. Get your suppliers' invoices, immediately loaded into your POS or Inventory system. No taking pictures, no data entry, no scanning, 100% automated, the way it should be! Accurately captures all your invoice data. Know immediately if you are being overcharged. Fully integrated directly from your suppliers systems to your POS or Inventory system.Starting Price: $49 per month -
22
Flowhubr
Flowhubr
Flowhubr is an all-in-one work management and CRM platform designed to help teams manage projects, tasks, customers, and business operations in one unified workspace. It enables teams to plan and track work, collaborate effectively, and manage sales pipelines, quotations, invoices, and payments without switching between multiple tools. Built for growing teams and service-based businesses, Flowhubr provides clear project visibility, structured task management, and integrated CRM features that keep both work and customer data organised. Teams can collaborate directly within projects, streamline workflows, and maintain better control over day-to-day operations. Flowhubr offers flexible pricing plans to support different team sizes and business needs, with a free trial available to help teams get started before choosing a plan that fits their workflow.Starting Price: $4.90 Offer 20% off $3.90 -
23
ContractQ
ContractQ
ContractQ is an all-in-one job management platform designed for home improvement and field service contractors. Built with flexibility in mind, ContractQ streamlines every stage of the job lifecycle — from lead capture and scheduling to invoicing and payments — in one centralized platform. Key features include: Lead & Job Tracking – Organize prospects, open jobs, and follow-ups in one place. Dynamic Scheduling – Assign tasks to crews and subcontractors with ease. Simple Invoicing & Payments – Integrated with Stripe to help contractors get paid faster. AI Voice Assistant – Hands-free job creation, scheduling, and notes. Customer Portal – Give clients real-time project updates and documents. ContractQ is built for roofers, plumbers, electricians, HVAC pros, and general contractors who need a powerful, accessible tool to run their business from the office, job site, or on the go.Starting Price: $39/month -
24
Online invoices
Online invoices
OnlineInvoices Software makes it easy to manage sales, create invoices, receive and keep track of payments, do your business accounting and calculate taxes, use comprehensive real-time reporting feature to accurately measure business progress. With the Online Invoices simple (and advanced) tools you can view business activity to any level, for easy follow up at any stage of any client, invoice, payment or staff. The Online Invoices innovative system enables you to invoice clients fast - receive and track payments online. Use built-in powerful features to manage recurring invoices and payments. Combine this with easy transitions from estimates and quotes to active invoices and you will discover how it will help you to develop your business. Create a profile for Each Client and add related notes or attach files to it (with the ability to share with the client).Starting Price: $9.95/month -
25
myfoglio
myfoglio
Create invoices, electronic invoices, notes, proformas, estimates, expense registration all in the cloud, without the need to install anything and in complete safety for your data. Create your first invoice in under a minute. Save time, organize your invoices and documents in one place. Log in directly to the Internet with your username and password. No need to install anything on your computer and access available wherever you are. Create an invoice in seconds thanks to the automatic filling and the exclusive “smart assistant” function. Monitor your customers' payments. With automatic reminders, issuing a recurring invoice is super easy. With the automatic recall of expired documents, you can speed up the management of receipts. myfoglio manages the electronic invoice to the public administration and between private individuals (B2B and B2C). The digital signature service, direct transmission and replacement archiving in accordance with the law is also available in myfoglio. -
26
8am
8am Web
Get more done from 8am with our easy-to-use CRM, shared contacts, notes and files, calendars, events, tasks, reminders, and more, all at your fingertips! Calendar view with private and public calendars, single and recurring events, tasks and more. Dashboard view with recent contacts, latest notes and files, upcoming events and tasks. Each 8am calendar now has an iCal link that you can copy and use to sync it with your favorite calendar software like Google Calendar or Outlook. 8am now integrates with smartQ workflow management tool, display your smartQ tickets in 8am calendar view! Events and tasks can now be assigned custom icons. We started with eleven, but plan to expand. We improved the contacts import from CSV/Excel files significantly. It now supports all the different parts of the name, handles duplicates and even allows to undo an import! You can attach SpiderScribe mind maps from your brainstorming sessions and Firefly design screens from your graphic projects!Starting Price: $18 per month -
27
Intellistant
Infolink Technologies Pvt.Ltd
Intellistant is more than a CRM software for Business automation! Packed with all essential modules from Lead generation to Quotation / Invoice / Payment management with a smart product catalog and a fully automatic Tax calculator, real-time reporting system for field force, comprehensive inventory module to track both incoming and outgoing stock, Analytics and Reports to make quick business decisions, Intellistant works as a Intelligent Business Assistant. Dedicated database and exclusive stand alone application for each customer ensures safety and security for data and documents.Starting Price: $20.00/month/user -
28
AgileApp
AgileApp
AgileApp is a cloud-based company management solution that allows businesses to manage, collaborate, communicate, and organize their tasks, projects, invoices and leads. It is specialized for handling multiple projects at one time and it is suitable for companies of any size. AgileApp has a wide range of features available to help companies and the teams within them find a system to get things done as efficiently as possible. These features include: - Projects and task management - CRM and website/landing page builder for anv campaigns - Invoicing software - Time tracking system - Company community (with chat, calendar etc…) - Cloud file managerStarting Price: FREE -
29
Baseqore
Baseqore
Baseqore is a freelancer-first CRM to run client work from proposal to payment. Create proposals and contracts (e-sign), manage clients/projects, track tasks and time, then convert hours into invoices clients can pay online. Payments: cards + Apple Pay/Google Pay via Stripe, plus PayPal, Revolut Pay, Wise and Mollie. Give clients a branded portal on your own domain for updates, files and invoices. Also includes estimates, expenses, calendar, team members and data export. Who it’s for: freelancers, studios, and small agencies (web/design/dev, copywriters, photographers, interior designers, marketers). Plans & limits: • Free: 3 clients, 3 projects, 1 seat. Includes invoices, estimates, proposals, contracts (e-sign), calendar, time tracking, client portal, custom domain. No card required. • Pro/Ultra: higher limits and seats for growing teams. Hosted SaaS. Secure (HTTPS). Baseqore never stores card data; SCA/3-D Secure handled by providers. Start free and upgrade anytime.Starting Price: $5/month (billed annually) -
30
TRAVCRM
DeBox Global
A travel operator needs to oversee and fulfill the needs of their clients in a hurry. Travel CRM programming allows you to facilitate and smooth out the whole task through a solitary stage. A travel CRM needs to oversee various pieces of the visit. This incorporates ticket booking for the executives, travel coordination, convenience, and everyday planning for the board, and so on. Rather than independently dealing with these assignments on an alternate premise, the travel CRM programming allows you to consolidate these various undertakings on the main stage. The travel CRM programming can manage the whole pipeline of various exercises and forthcoming appointments. Travel CRM permits you to smooth out your showcasing exercises and create the most extreme number of appointments. Debox Global is award winning travel CRM company and is always helping the travel industry manage their complete operations starting from Query Management, Quotation, Voucher and Invoicing. -
31
XChange
QuadLabs Technologies
Strong policy engine & Approval Workflow. Quotations, Itineraries, E-Tickets, Vouchers, Credit/Debit Notes, Receipts and Invoices. Ledgers, Receivables, Payables, Reconciliation & Reports. We seamlessly integrates with various accounting and ERP systems and saves your precious time on repetitive tasks. For a B2C travel agents, who do retail sales through their website(s), front desk and counter sales, QuadLabs offers a solution through which they can go online, consolidate and automate their business processes like booking, and revenue, supplier, staff and branch management. Online package distribution and Manage your inbound and outbound holiday packages. -
32
Case UI
Case UI
Case UI is a legal case management solution that helps small to midsize law firms streamline operations related to client management, invoice generation, task assignment, and more on a centralized platform. It allows users to define flat fee or hourly billing fee billing to accordingly create invoices and track payment status. Case UI enables administrators to configure access rights, allowing specific employees to edit and update details across tasks, cases, and clients. The search and data filtering functionalities let staff members identify possible conflicts of interest across clients and cases. Additionally, managers and leaders can review the dashboard or generate reports to be apprised about the status of important due dates, and gain insights into the number of total cases based on specific practice areas and subareas, such as litigation, real estate, matrimonial, assault, defamation, and immigration, among other categories.Starting Price: $25 per user per month (Billed annually) -
33
Solid Performers CRM
Solid Performers Pvt. Ltd
Solid Performers CRM is one of the fastest Growing Pre & Post Sales Management CRM which suits any Business Need. We are an ISO 27001 : 2013 Certified Company for Data Security and Maintenance. Our State of the Art Cloud Infrastructure is backed by Amazon Web Server which helps us to provide you with the service availability, sustainability and reliability 24/7. We strive to Commit “Delivering Excellence” at all point in time. Solid Performers CRM is one of the very few SAAS CRM Software which is capable of performing multiple functions which includes lead management, Lead Followup Management, Client Management, Client Followup management, Lead to Client Conversion in One Click, Proposal Management, Proforma Invoice Management, Invoice Management, Product Management, Project Management and many other required functions.Starting Price: $ 20 per user per month -
34
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 -
35
Bonsai
Bonsai
What if you could run your entire business in one place? Bonsai is the only business management tool that combines CRM, invoicing, accounting & banking. No more "Managing my projects, contracts, and invoices is a time-consuming hassle." Generate custom contracts by picking from 1000+ templates in Bonsai’s library, and get paid faster by creating professional invoices in seconds with global payments and automatic reminders. No more "Tracking my expenses stresses me out." Track your income and automatically categorize your expenses to maximize write-offs. Say goodbye to spreadsheets & tax stress and hello to a bigger tax return. No more "Managing my clients’ expectations is hard." Use Bonsai's simple CRM to manage your clients and projects, and keep track of what matters. Turn new leads into clients, and clients into recurring business. Grow your business in no time while Bonsai takes care of the rest.Starting Price: $17 per month -
36
Lekhha
Lekhha
Lekhha is an aggregator platform for Businesses wanting to adopt technology for: - running their business operations like purchase order, sales order and inventory management, invoicing, collecting online payments, tracking picking, packing & delivery status - hosting business online by maintain & publishing product catalog and fulfilling online customer orders received - completing point-of-sale activities on the application including receipt of online payments - integration with logistics & shipping aggregator to complete doorstep delivery of sales orders - enabling order related cancellations and refunds - managing cash register for individual customers and suppliers who complete payments by cash - reporting at various levels - providing role-based access to staff Also run specific business processes like: Centralized purchasing & allocation, request quotations & track responses, stock transfer orders, etc.Starting Price: ₹138/month -
37
Centrium CRM
Innodia
Store all contacts, both people and organizations in one place. Share contacts with your team so everyone has the same view of contacts` data. Save communication history by posting notes, messages, files and photos. Share and discuss with your team to solve problems together. Add and manage deals. Track them from the first contact to getting paid. Attach tasks and contacts. Find out why you lost or won last deals. Assign and close tasks with your team. Make sure that no task is left behind. Keep track of pending and assigned tasks in shared calendars. Smart e-mail and in-app notifications will let you know whenever something important happens. Centrium will keep you up to speed. Combine multiple tasks into milestones and projects. Assign parts of work to different teammembers in order to get things done faster and keep everyone in the loop. -
38
My Work Scheduler
Webcom Innovations
The 'My Work Scheduler', is a cloud application designed to simplify and enhance the scheduling of customer service work by offering many features such as a drag and drop work schedule calendar, Google Maps, Google Places address validation and auto-fill, setup recurring work orders, create invoices, convert work orders to invoice, record invoice payments, custom reports, text and email communications, email campaigns, and much more. Administrators can schedule work tasks for all staff on the work schedule calendar. Reassign a workers daily work schedule to another worker or move all the pending jobs of a worker's schedule from one day to another in cases of emergency, vacation, appointments or some other event. Create customer work orders and assign to staff on the work scheduler calendar.Starting Price: $9.98 per month -
39
ResortSuite SALES & CATERING
ResortSuite
ResortSuite SALES & CATERING efficiently handles every aspect of your banquet operations from sales task lists, quotations and contracts, event management and invoicing. ResortSuite SALES & CATERING can manage the planning of a single-day banquet or wedding, a multi-day conference, or a multi-venue convention, while providing a 360° view of each and every guest. Ability to view hotel room availability in real time and create room blocks within the catering module that are automatically linked to the master account. Organize details of a small intimate event or multiple large events over multiple days within a single booking screen. Optimize efficiencies by creating special instructions for an event or simply add notes to an existing contract, invoice, or BEO. Full visibility of resort amenities (spa, activities, tee times) for group bookings.Starting Price: $20000 one-time payment -
40
Intapp Billstream
Intapp
Digitally review and approve prebills more quickly and accurately than ever before. Intapp Billstream helps your firm reduce write-offs and billing disputes, and increase client trust and satisfaction, with built-in client and firm compliance, collaborative workflows, in-line edits, and more. Reduce write-offs and increase initial invoice acceptance. Produce client and firm-compliant proformas with integrated requirements. Notify and track proforma progress to accelerate review and approval. Produce client-approved proformas via integrated billing and finance requirements. Know when a proforma has been generated, view unreleased time, identify who made what changes when, and see where the proforma sits in the workflow. Review, recall, and reassign work to move aging proformas along. Increase oversight of suggested bill changes and identify bottlenecks with audit trails and dashboards. -
41
Kool Invoice
BTS Software
Customer Contact Management would enable you to manage all customer contacts from one central location, and this data can also be used for marketing. Here you will be able to keep all your suppliers contact details and mange all suppliers from one central location. When you want to order a new. Managing inventory is a one of the biggest task for any business, here we have developed a simple and easy to manage inventory management system The Kool invoice has a built in Quotation management system where you can send quotes to your potential clients and then follow up the progress. The Kool Invoice has a feature to create invoice from Quotes by converting from the quote to an invoice, or you can create invoice directly from this module. The accounts module in the Kool invoice system is the heart of the application where it manages complete financial aspects of the business such as accounts payable.Starting Price: $299 one-time payment -
42
iTours
IT Web Services
iTours is a complete ERP software solution specially designed for tour and travel business to simplify their travel related tasks. Travel companies can manage and boost their travel business with the help of iTours top features like Advanced CRM, Auto Accounting, B2B, MIS Reports, Promotion, HR management and so on. iTours comes with an advanced features, that travel agencies can manage their travel business with in easy and efficient manner. iTours travel ERP software automates many back office activities related to travel business with its efficient and user friendly features. With iTours CRM feature travel companies can manage inquiries, follow ups, quotations, alerts- reminders etc. B2B feature of iTours help managing suppliers easily. Accounting feature facilitates easy management of payments, receipts, invoices, sales, purchase, cheque related information, tax, quotations and many more. -
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Digital Invoicing
Digital Invoicing
Say goodbye to complex accountancy software. Stop faffing around with spreadsheets and documents. Take control of your business finances with an easy-to-use system that ditches the terminology and puts you where you ought to be - back running the business. Of course you may enjoy retyping the same details over and over again, or love wading through massive training manuals; but for everyone else Digital Invoicing will put you in the driving seat in a matter of minutes - without the need for a degree in accountancy. So if you want to quickly charge for your sales and working time; manage quotations; log mileage and expenses; or easily keep track of your invoices (especially the overdue ones) - spend a few minutes trying out Digital Invoicing - then spend the rest of the free-trial actually earning money. Log your working time and sales as you go, and simply press a button to raise an invoice when you're ready - no more scrambling through your notes when it's time to invoice! -
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OfficeClip Contact Management
OfficeClip
OfficeClip all-in-one solution will help you to manage all your work without investing in multiple apps. OfficeClip CRM lets you track leads, create campaigns, create invoices, manage documents, schedule appointments, and much more. The reporting feature will provide you with all the detailed analysis and help to identify the areas of strength and weakness. The Contact Manager can help store detailed information that will help build your clients' profiles and convert your prospects into leads. It also has functionalities like marketing automation, web forms, and call list, which will increase the engagement between the users and clients. Manage communication with clients and standardize the work process. Solution for small and medium-sized businesses. Organize student data, streamline the admission process, and track staff availability. Automate tasks and events and create follow-up schedules.Starting Price: $3 per user per month -
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Myop
Myop
Eliminate your pile of excel spreadsheets and hand-written notes. Store project notes, time entries, and chat channels online. Invoice your time accurately, and during any point in the project. Keep cashflow steady by minimizing un-invoiced hours. Effortlessly track and view how many project hours are invoiced, un-invoiced, and paid. This intuitive feature helps avoid invoice disputes by securely logging and storing project chat conversations between you, your team, and your customer. Chat about project scope, changes, status, and more. Available online, and on your mobile device (coming soon). View your entire team’s effort on your team page to make sure they have been working on the highest priority projects and tasks. Track time live using our handy stopwatch, or input time manually. Manage each user’s level of access to protect your projects and company's information. Filter projects by customer, priority, due date, hashtag, and more.Starting Price: $9 per month -
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Bloom
Bloom
Give your clients a premium experience from start to finish. Send professional invoices and get paid fast via Stripe, Square, Paypal, Cash App, Venmo, or Zelle. Offer payment schedules and sign contracts all on one payment page. Use Bloom's revolutionary task-tracking system. See what is next for each project on one page by creating as many workflows as you need to manage your growing business. Protect yourself with legally binding contract signatures. In one click send contracts or attach them to invoices and instant booking packages. Present your final work in beautiful galleries with robust options controlling layout, proofing, feedback, download permissions, and activity. The easiest way to book clients with package options, add-ons, scheduling, contract signing, and payment collection. Send a link or embed it on your website. Bloom is the new standard for service professionals. You can upgrade to the full suite of tools when you're ready.Starting Price: $13 per month -
47
MethodosIT Quotation Management System
KE MethodosIT
The Quotation Management System is an easy-to-use and flexible application that allows a company to create, submit and track quotes and invoices. The Quotation Management System is an open-source web-based application. It can be downloaded as a Windows installer executable which makes the installation a very simple task. Manage all of your quotation records in one user-friendly system as well as maintain the necessary standards for tracking. Generate an automatic quotation in a PDF format using custom-designed PDF Forms. Support simple web-based document management functionality. Modify the attached documents preserving their history. Lock/unlock documents etc. Reporting. On-demand reporting provides compliance and audit information, along with granular views of your records management environment. Includes excellent reports and charts for any type of revenue analysis. -
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Orgzit
P3Infotech Solutions
We streamline Sales, Quotation, Service, and Finance by moving from scattered spreadsheets to a uniform centralized application. We help you to save time and stay informed. Get all information about the sales process in one place, customers, Opportunities, Quotations, Orders, Invoices, Service Tasks, and anything else you need. We help you to improve communication horizontally and vertically. We provide sales managers, sales reps, estimators, finance, and service reps a solid place to communicate about the sales process. The CRM software for sales reps provides complete information and a seamless transition. Increase employee productivity and communication by consolidating information on a single tool. Track all information about a customer in one place without compromising on data security and ease of use. Don't let a traditional enterprise CRM stop you from improving your sales process because of complex and expensive configurations. -
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Corcava
Corcava
The only business tool you need. Marketing, Outreach, Sales, Project Management, Invoicing - everything from finding a client to getting money to the bank! Outreach, lead generation and enrichment, popups, forms, deals pipelines and automation - everything you need to nail your sals quota! Time Tracker, bug and task tracking, kanban boards, productivity analytics, performance reviews - ace that new project! Invoicing, integration with payment processors, crypto processors, payroll, analytics, accounting - automate day-to-day business processes and focus on what matters.Starting Price: $9 per seat per month -
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Masonry
Masonry
Masonry is an AI-powered collaboration platform that turns words into workflows by orchestrating multiple AI agents to automate and manage diverse business tasks. Through a web-based interface, users dispatch natural-language prompts to specialized agents that organize sales pipelines, schedule meetings, analyze data, process documents, generate and enhance images, and handle invoicing, then track progress in real time. Masonry integrates with Gmail, Google Calendar, Google Sheets, Slack, Stripe, and hundreds of other tools to ingest files, sync data, and execute actions without manual handoffs. Teams can also build custom agents tailored to unique workflows, assign and prioritize tasks, and review comprehensive analytics and status updates on a unified dashboard. By combining AI-driven task decomposition, automated execution, and seamless integrations, Masonry streamlines operations, eliminates repetitive work, and lets users focus on strategic priorities.Starting Price: $20 per month
