Alternatives to Clatos CRM
Compare Clatos CRM alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Clatos CRM in 2024. Compare features, ratings, user reviews, pricing, and more from Clatos CRM competitors and alternatives in order to make an informed decision for your business.
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1
QuoteRobot.com
QuoteRobot
QuoteRobot makes it easy for web professionals to write winning proposals, invoices, and contracts. Our professionally designed proposal, invoice, and quote themes help you look your best. Rather than using a word processor, use one of our hand-crafted themes or create your own. QuoteRobot mines line item data from your quotes, invoices, and proposals to help you know what to charge for every item, automatically. Start from scratch, or use of our pre-written proposal templates to get your quote out the door more quickly. Save past proposals to use as templates for repeat pitches. Email your potential client a proposal with an optional PDF attachment and they can approve it on your own subdomain with a single click. Easily generate a detailed timeline of your project, complete with payment milestones so your clients know when to pay you to keep things moving.Starting Price: $19 per month -
2
Billcue
Media Two Web Development
There are no long online accounting software manuals to read to create online invoices! Billcue lives in the cloud - do it all from anywhere on your desktop, mobile or tablet. Create and send your first online invoice in minutes. Easily create and send online invoices, quotes or estimates, and record your expenses. Customers can accept your online quotes, and view and pay their invoices online. Send online invoices and reminders via email and SMS text - simple! Automate invoices and expenses, create jobs and track fulfilment and profits. Online accounting, invoicing, expense recording, quoting, job tracking & reporting. Simple quote software, invoicing software, accounting for tradies and small business. Create and send quotes with one-click conversion to invoices. Email and SMS text your invoices to your customers. Attach files to invoices and quotes. Create recurring invoices and expenses. See when clients view their invoice.Starting Price: $12 per month -
3
Mac MBOX to PST Converter
ToolsCrunch
The Mac MBOX to PST converter is a software which can effortlessly migrate your MBOX documents into outlook PST without problems. It is a not unusual file format in order that most of the customers need to get right of entry to it via outlook that is commonly used email client in Mac OS. This application program deals with the MBOX email messages and file attachments in Mac computer to transform them into PST format easily with none data loss. The wizard of the app gives you full control in getting conversion results by exporting only filtered databases. Browse and locate a specific MBOX file for conversion to MS Outlook file format. Thus, you get the desired results. This is a reliable application to try on your Mac for conversion. It has been evaluated for accuracy. From exporting one file to several, it retains data structure and quality. All emails are exported with their attachments. -
4
DataVault
DataVault
Know where your viewers are spending the most time, so you can follow-up strategically and close more deals. Create an organized space with custom security settings for each investor or deal stage as the deal progresses. Customize a branded experience for each account. Know your metrics, manage collaboration and satisfaction. Update your investors qualitatively and securely, with military strength information security. No more battling with e-mail attachments and version controls. Track the use of your data assets by sharing documents, content and data with clients, customers and investors with just a link. When you want to expand access to a new group, simply generate a new link and send. Define and limit accesses, set expiry dates and verify emails or domains. Gone are the days of scattered content across emails, chat messengers and forgotten accesses. Thanks to real-time analytics, you can see exactly who is viewing which content.Starting Price: $10 per month -
5
ProposalSmartz
ProposalSmartz
The Ultimate Business Document Software! ProposalSmartz is excellent software that creates all your important documents like business proposals, letters, contracts, invoices and estimates. ProposalSmartz ensures that you close all your business leads in first go by creating winning proposals within minutes. It’s time to say Goodbye to expensive content writers. Proposalsmartz contains professional business proposals, letters, contracts, invoices and estimates written by industry experts. You need not depend on expensive content writers with this easy-to-use business proposal software. You can generate business proposals and other documents in just 3 simple steps and publish them. Proposalsmartz proposal software provides you with a huge number of business proposal templates for different documents depending on your industry. You can easily search for the required template and use it as per your choice. All the business proposal samples in Proposalsmartz have been created and reviewed.Starting Price: $49.95 one-time payment -
6
Envoice
Emit Knowledge
Track your invoice activities. Learn when your client opened, downloaded and paid your invoice. Set automated invoices that are created and sent to your customers on a recurring schedule. We'll sent automatic reminders to your client for every overdue invoice. You'll get a Statement of Success that makes it easy to read and understand how much you have earned. Create a simple online store customized with your colors and branding. Create instant checkout links, helping you sell on social networks and through emails. Create embed buttons that links to a checkout and add them to your website. Simple and fast product creation with many features attached. Filter and manage statuses of your orders created by your sales. Filter your invoices by number, client, date, amount and status. -
7
Easy GST
Whiz Solutions
Create customisable, professional invoices in seconds, and allow your customers to pay instantly. Remind customers or chase late payment with inbuilt automation. Reduce the time between sending an invoice and receiving payment using online invoicing. It can make a huge difference. Create professional invoices and customize them using your company logo and color scheme. You can choose the information you want to display on your invoice. Attach any documents to your invoice. Ready to invoice your clients? Use our easy-to-use free invoice templates to get started. Create your own invoice template. Create credit notes for customer refunds. Easy to use interface helps you to create credit notes within no time. Ability to allocate credit notes against invoices or record them as money-out transactions from the bank. Recurring invoices save your time by creating invoices automatically on defined intervals. You can also tell the system to mark those invoices as paid. -
8
TemplatesGo
TemplatesGo
No more printing, scanning, or emailing paperwork back and forth. Convert documents into easy-fill forms for faster completion and deal closure. With TemplatesGo’s easy-to-use solution, from entering client data to completing your proposals, agreements, contracts, or any documents, you now can do it within minutes. Our user-friendly platform makes creating a fillable form from your document a breeze. Anyone can effortlessly complete and access generated documents, without the hassle of printing, scanning, or managing files like PDF, Word, or Mac Pages. Easily complete forms and swiftly review documents with our technology. Speed up document processing for accurate, error-free results in both format and content. Reuse and update the form as needed for ultimate convenience. -
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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 -
10
Journey Sales
Journey Sales
No more sending (and resending) email attachments. No more generic sales content. Smart Rooms let your development, sales and account teams deliver personalized content to the right people, exactly when they need it. Smart Rooms create a truly collaborative digital workspace by bringing all communications between you and your customer together, under one organized roof. No more endless emailing. No redundant meetings. Just faster consensus-build and decision-making. Smart Rooms deliver account and individual level activity and engagement insights to help your team drive account planning and execution, optimize content, allocate resources and create truly personalized buying experiences. Predict what deals will close and when with alarming accuracy. Complementing (not replacing) your sales process, Smart Plays automate certain sales activities to drive the buyer journey forward. -
11
Oasis Travel Platform
Oasis Travel Platform
Inspire your clients by sending them beautiful content rich trip itineraries and proposal that they can access directly from a web browser. Pull content from your library of images, past trips, accommodation, etc. Also, no need to edit, save, attach, email word documents. You can make changes to a clients proposal in real-time. Manage your clients and leads as they flow through your sales process. This highly configurable module allows you to set up the platform to match your sales process and tracking protocols. Allow your clients to access their itineraries offline using the a branded mobile app. Oasis allows you to collect passenger information, collect and share documents, share custom notifications, as well as track flight status in real time. Using the mobile app your customers can access all of this information offline while traveling.Starting Price: $60 per user per month -
12
FM3
Sigma Freight Systems
We can tailor FM3 to your specific requirements. It's this flexibility that allows us to deliver the software you need to help your business grow. FM3 comes ready to go with fully integrated, multi-currency, system-wide invoicing, job costing and accruals. FM3 comes complete with dozens of standard reports and documents, with the power to change or create your own, right from within the software. Intuitive on-screen data entry forms allow you to easily create your jobs for Air, Sea, Road or Courier whether import, export, or cross trade. A comprehensive suite of reports and industry documents can be generated from FM3 and external files/documents such as associated emails and spreadsheets can be attached. This means you can manage all your shipments, standalone or consolidated, from collection to delivery, entirely within FM3. Naturally FM3 has full invoicing capabilities from within the system and can generate printed or electronic invoices to your clients. -
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Solo
Solo
Dynamic proposals, integrated doc management, and next day turnarounds on CAD & engineering streamline the sales process, optimizing deal closure and efficiency. With our solar & roofing software, you not only have easy access to your proposals, but can quickly customize them from anywhere. From personalized company branding to integrated lending options all within the proposals, our software streamlines the process, optimizing deal closure and efficiency. Are your proposals meeting your sales reps’ needs? In today’s fast-paced world, consumers expect adjustments on-the-fly. With the Solo solar proposal software, you can make changes live with our dynamic and interactive features. Speed and accuracy are our focus, allowing your sales reps to request and receive a proposal in minutes while in the customer’s home. Finally, our full-service design team will create a professional proposal template catered to your branding and sales needs. -
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Inogic SharePoint Security Sync
Inogic Tech
Sync Dynamics 365 CRM and SharePoint security privileges to diminish security risk while storing documents/attachments in SharePoint. Restrict user’s level of access in SharePoint to the same level that is assigned to them in Dynamics 365 CRM. Furthermore, replicate any changes made to Dynamics 365 CRM security privileges in SharePoint. Integrate with SharePoint, Dropbox or Azure Blob as the cloud storage location for your files and attachments. Drag and drop multiple files and folders to upload them all at once. Generate anonymous links to the documents to share outside of the organization. Directly email the files as attachments or links to documents from within CRM. Upload, Rename, Delete & Search files from cloud storage. Bulk Migrate Note/Email/Sales Literature attachments to the configured cloud storage. Security Template to control user privileges to the various actions discussed above. -
15
OnePractice
HubOne
Simplify, Automate & Grow Your Business. Integrating Accounting Practice Management systems to give you stress-free, time saving Document Management with intelligent automation. OnePractice Document Management is a collection of sophisticated cloud-based tools uniquely designed to help you save time and create efficiencies, so you can spend more time strengthening client relationships and generating more revenue. The suite includes: Templates. Create beautiful documents & spreadsheets using live data from your practice management software & real time data using a simple set of prompts. Mail. Easily save emails & attachments from Outlook desktop & online, to the client folders in your document center with a few simple clicks. Mail Templates. Simple creation of emails with the option to attach files from within your document center. Populate with live practice management data & input real time data using prompts. -
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GetAccept
GetAccept
GetAccept is a digital sales room software that empowers revenue teams to streamline their document workflows, close deals faster, and drive exceptional customer experiences — from opportunity to signed deal. Our Digital Sales Room is a centralized hub where sellers and buyers meet, collaborate, and negotiate throughout the sales process. It has two powerful parts: a Deal Room (from first meeting to proposal) and a Contract Room (from proposal to signed deal). Deal Room: Boost your win rates by making collaboration between buyers and sellers easier – in one shared space. Upload sales collateral, create mutual action plans, and chat with your buyers in real time. Contract Room: Empower sales reps to become top performers and create stunning proposals in minutes. Start from scratch with our in-app editor, or use smart templates for interactive, branded contracts.Starting Price: $25 per user per month -
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ELAP
Efficiency Leaders
Release the power of AP automation with RapidAP. Start reducing your costs and transforming your business now. We use the latest Optical Character Recognition technology to capture all types of invoices from pdf, jpg, png to doc, xls, bpm, and much more! We have a long history and extensive experience in providing custom solutions when required. Our team will assess your current situation and from there discuss with you the different options to ensure you achieve your desired outcomes. All our solutions can be used across all desktops, tablets, and mobile devices. All our solutions are capable of dealing with PDF, BMP, DOC, GIF, JPG, PNG, TIFF, DOC, DOCX, XLS, and XLSX. Only compressed files, password-protected documents, and email attachments are not accepted. Once an email is imported, the solution will automatically separate the invoices into individual documents while applying OCR. -
18
Document GPS
ShelterZoom
The only platform for tokenizing your digital files from inside your email account. Protect documents, videos, audio files, and more in one click. Digital content ownership and control are now easier than ever. End-to-end encryption without changing email attachment workflow. Control who can download, share, and view your attachments. Track who has downloaded, shared, or viewed your attachments in real time. Effortlessly manage, track, and monitor your email attachments in one library. Send clients a secure link to enable them to exchange files with you securely. Block your device screen to prevent unauthorized screenshots and copying. Unlimited e-sign directly in your email, providing unprecedented convenience and security. Prevents data breaches, ransomware, wire fraud, and more. End-to-end protection from desktop to mobile to external devices. Originator-controlled, always know who created the files and IP.Starting Price: $5 per month -
19
Powder Coat 360
Powder Coat 360
Powder Coat 360 is an estimating, invoicing, job management, shipping, communication and support platform that powers workshops worldwide. Understand what your customer wants and how you can deliver. Keep track of your files, messages, email activity, documents, and associated resources for a customer project. Give clients a central location to view, approve, reject, download, and communicate to make decisions. Get a clear picture of what jobs are in process and are in the queue. See how long jobs are taking and manage job priority throughout the workflow. Powder Coat 360 boards, lists and cards enable you to visualize and organize a customer as they move along your business pipeline. Get a quick overview of what’s happening. See when a colleague logs a call or sends a proposal. Get real-time notifications when customers open emails, place orders pay invoices and catch-up on things you missed when you were away. -
20
CollegePlannerPro
CollegePlannerPro
Customizable College Profiles to deliver your students the information they need. One place to store all your files, accessible from anywhere. Exchanging files with your students has never been so simple. Track the time you spend with your students and easily create invoices. Send out announcements including attachments to your prospects and clients and track who has opened them. Automated text message and email reminders to students and parents. Quick reports of upcoming meetings and scheduled events. Invoicing clients and tracking payments made easy with a simple and intuitive interface. Providing a centralized location for all tasks, meetings, communication, and college list management, the student portal helps you engage students and keep them on track to meet their goals. With file-sharing capabilities, text message communication, and email logs, students are able to access all important shared information from within their student portal.Starting Price: $49 per month -
21
totemomail
Totemo
Email communications are particularly vulnerable to data breaches. It does not take a great deal of effort for anyone who wants to intercept an email message to do so. This places extra security requirements on the email communication of companies and institutions of all sizes and industries. The use of a reliable secure email solution for exchanging sensitive information is therefore essential. So, how can you send emails securely? The FIPS 140-2 validated totemomail® product family meets all of today's security and compliance demands, helping firms to strictly observe security policies, as well as monitor them comprehensively for audits. It is also optimized for mobile devices. Maximum security and confidentiality for all emails and attachments. Automated and centralized certificate and key management. Clear graphical user interface provides easy administration. No need to install dedicated email clients or plug-ins. -
22
Buildout
Buildout, Inc.
Buildout is the software used by top commercial real estate companies to power their marketing and brokerage operations. Now offering database, pipeline reporting, and back-office tools—Buildout enhances your entire deal cycle in a single platform. We believe the future of CRE dealmaking is tech-powered but broker-led. We designed our solutions to boost your relationship-building and deal-making superpowers so you can get more deals done. Create property websites, proposals, emails, and more in an instant. Generate and qualify leads. Make every step of your business faster with our innovative marketing solution. -
23
Quote Roller
PandaDoc
All-in-one proposal, contract, and quoting software. Our online quoting software is the ultimate sales tool for document automation. We extend the power of your CRM and provide everything you need to turn your leads into paying clients. No need to switch between word processors, CPQ tools, eSignature apps, and follow-up emails. Quote Roller lets you create sales documents, employ dynamic quoting, get electronic signatures, and improve your sales processes all the while. Boost your team’s productivity by 35%. Quote Roller helps your reps close deals faster by eliminating duplicative work on sales quotes and replacing traditional PDF proposals. Save at least one hour per document and several hours per deal. Automated manager reviews help pin down the approval process. Locked content satisfies marketing, accounting, and legal requirements. Now you can count on consistent sales quotes and business proposals each and every time. -
24
GrowthDot CRM and Deals
GrowthDot
CRM and Deals for Zendesk is a sales CRM that will help you to manage pipelines inside Zendesk Support without buying Zendesk Sell. With its help, you can combine customer support with the sales process and create one unified and omnichannel platform. Here is a list of the main app features: Obtain sales opportunities directly from Zendesk Support tickets View a complete record of interactions with each client Centralize all sales deal information in one location Customize and create pipelines to fit your specific sales process Include product descriptions in your deals Incorporate stages, product details, and client data Set lost reasons and their subcategories Automatically schedule lost deals to be moved Attach files to your deals Analyze reports on lost deal reasons, sales trends, and more User-friendly interface for easy navigationStarting Price: $6 per agent/per month -
25
Plutio
Plutio
Run your business and get work done from one app. Plutio is an all-in-one business management platform designed to help you manage projects, track time, create proposals that dazzle and invoices that get you paid. Create tasks for whatever needs to get done. Plutio will help keep you organized so you can stay focused. Track your time from anywhere and visualize everyone's time entries in a powerful time-sheet. Send invoices in minutes, track when they are opened and get paid swiftly through a variety of payment methods like PayPal and Stripe. Create eye-catching proposals and legally binding contracts using an intuitive drag and drop editor. Track when they are viewed and signed digitally. Communicate with anyone in your business through real-time messaging and integrated emails. With the ability to add or invite people, you can collaborate in real time and build better relationships. Start a conversation with anyone within Plutio, tightly integrated with your projects and tasks.Starting Price: $15.00 per month -
26
Advanced Email Parser
aeparser.com
Advanced Email Parser is a powerful, user-friendly, and one of the oldest solutions on the market for automation for email processing. Email plays a great role in today's business, being an effective means of information exchange. Information received via email is often used in other applications. Advanced Email Parser makes email processing more effective, as it enables you to parse data, process it, and transfer it to other applications automatically. Extract data from email and store it in the database. Use database requests to generate and send personal emails. Parse orders received by email and save them as database records. Download HTML pages or files from the web and use them as attachments. Compress attachments as ZIP archives or other compression algorithms. Automate processing emails for your store, payment systems, or supporting services. Attach documents to the generated email response. -
27
OfficeReady
Individual Software
Create print-ready business and marketing documents with professionally designed office template software for Microsoft® Word, Excel & PowerPoint. Easily compose professional business documents & marketing materials, sales reports, newsletters, and more. Publish eye-catching PowerPoint presentations and design business cards & letterhead in minutes! Starting with quality templates saves time and ensures professional results. Studio-quality templates are provided for Microsoft Word, Excel, and PowerPoint. Select from a library of over 700 templates for flyers, brochures, collateral materials, presentations, and more. Create accurate sales receipts and invoices using Microsoft Excel templates pre-populated with key calculations. The Photo Editor allows you to crop and resize images, and insert them perfectly into your template. The Color Theme Manager makes it easy to create and save custom colors and themes. Customize your business documents and presentations with colors and themes.Starting Price: $59.99 one-time payment -
28
Tint Wiz
Tint Wiz
Tint Wiz lets you book appointments, create proposals, send invoices, schedule jobs, manage film inventory, notes, tasks and reminders, and attach before/after pictures and video - all in one central location. Information about every customer interaction is available to anyone at your company who might need it, anytime, anywhere from a phone, computer or tablet. Tint Wiz is specifically designed for window tint professionals but is not limited just to window film. Manage absolutely any type of project and service. Automatically request clients review your business through text message and email. Feature your favorite reviews on your proposals, and website, and share social media.Starting Price: $100 per month -
29
InstaPlug
Logicwind
Elevate your website's visitor experience: Effortlessly showcase your Instagram posts and reels with a few clicks. Instantly steal the spotlight with InstaPlug! Create free, eye-catching Instagram widgets, filter your feed like magic, and transform it into a showstopper. Quick, Easy, Reliable! At InstaPlug, our commitment is to simplify your social media integration for any website. Whether you're a business owner, blogger, or individual, InstaPlug can aid you in boosting sales, gain traction, and enhance your social presence. We're here to empower your website with effortless and effective Instagram website widgets. InstaPlug values innovation & effectiveness to amplify your feed and let creativity do the talking.Starting Price: $39 -
30
TurboPT
Global Support Systems
As the industry’s fastest, most intuitive and most adaptable EHR, Turbo PT Documentation helps PTs, OTs, and SLPs see more patients, streamline operations and easily meet the changing requirements of healthcare reform. The next generation EHR built for compliance, speed, and simplicity. Bring on the ICD-10! Quickly schedule appointments, document clinical encounters, and drive patient engagement in one fast, intuitive solution. Easily create care plans with scalable templates, innovative flow sheets, and reusable exercise plans. Configurable specialty-specific documentation templates and the ability to build your own from scratch. Get a complete, well-organized picture of your patients all in on place. Update patient demographic, insurance, and account histories, even attach files. Track staff productivity levels to ensure your employees are maximizing revenue-generating services to your clients. -
31
Beamium
Beamium
Share your slides or present online from browser to browser. Engage your viewers, enhance interactions and capture leads. Simply upload a PDF, PPT(x), JPG or PNG and share the access link. Ideal for sharing business presentations and sales pitches. Boost engagement, get more contacts and keep in touch. Analyze the success of your presentation. Share your documents via your website, social media and mailing channels and turn the presentation viewers into leads. Our customizable lead feature enables you to capture verified contacts. Tailored analytics (e.g. clicks per slide, retention time) maximize your success. Start today and turn your presentations into lead generation machines! Do you still share your sales materials as email attachments? Sharing the Beamium-link to your document helps you to close deals faster. Present documents online during sales calls and enable potential clients to navigate through the document afterwards.Starting Price: €7.50 per user -
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Chatabox
Werkflo Software Solutions Pty Limited
Chatabox is an out of box cloud-based CRM that is fully scalable and user-friendly starting from $6 AUD dollars with seamless workflow and automation features to simplify the sales and lead management process. The software has an array of features include tracking and sharing contact emails, attachments, appointment, customer relationships, marketing, leads generation, storage, quotes and proposals, invoicing with customisable dashboards plus more. Access the right information at the right time from anywhere, whether you're at your desk or in the field. Rely on our proven efficient and intelligent platform designed to integrate and scale with your needs. Lower costs, reduce errors, and improve productivity with efficient processes that fit your requirements.Starting Price: $0 (free version) -
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Comindwork
NewtonIdeas
Online apps for project management, CRM, support, billing, issues, time-tracking & more. Consolidate data and communication with co-workers, clients and partners. Work from anywhere and with any device in secure cloud workspaces. You start from creating workspaces, Intranet, Client Extranet, CRM or specific projects. You can freely share these workspaces with your co-workers, customers, freelancers or any other collaborators. Then pick apps for each workspace: issues, sales leads, deals, vacations, documents approvals, wiki, help desk, time tracking, meetings, events, invoices, or create your own app. All apps can be tailored without IT guys. Now your entire team can use these apps to share files, edit documents, assign tasks, manage projects and collaborate online, in the same shared workspace. The best companies go beyond files or data collaboration.Starting Price: $10.00/month/user -
34
Attach2Dynamics
Inogic
Attach2Dynamics is a document management solution which provides seamless attachment management in multiple cloud storages like SharePoint, Dropbox and Azure Blob Storage from within Dynamics 365 CRM. It enables features like drag and drop, browse, and choose multiple files or a folder at a single instance to upload to the Cloud Storage of choice. It has an easy to view UI for viewing all the files & folders in the configured cloud storage against the current record. Users can further rename, create, email, delete, preview files/folders and generate sharable link of the file or the folder to provide it in the email directly from within Dynamics 365 CRM. -
35
RingCentral Fax
RingCentral
Fax online anytime, anywhere, from any device. Close a real estate deal on the spot or sign a purchase order from the airport with ease. Software-based online fax frees you from outdated hardware and the complications of faxing over dedicated phone lines. Manage your incoming and outgoing faxes online and benefit from considerable savings. Create a "new fax" in the RingCentral mobile or desktop app and enter the recipient's fax number, add message text, and attach files from DropBox, Box, Google Drive, or any Microsoft Office® application. Or, submit faxes online via email by addressing them to the recipient's fax number @rcfax.com. The email text and any attachments become the pages of the fax. RingCentral will provide you with your own fax number or you can use your existing number. You'll receive internet faxes in your inbox as email attachments that you can forward, file, or print. -
36
SalenGo
SalenGo
Create easily in 20 seconds your documents, send them by email or ground mail and enter payments for all of your clients. Simply send estimates, have them approved online, and convert them to either delivery orders or invoices so you can be paid faster. Use our recurring invoicing to do the job for you and let SalenGo send out your invoices directly to your clients at your convenience. Simply wait for your payment. Track your expenses in real-time, check your balance against your forecast and double-check with your banking account. Get your company balance in real-time. Manage the monitoring of your production team according to your orders: production order, deliveries and tours, all in one platform. Quickly see estimates approved, invoices paid (or not!), and orders ongoing. Generate your own reports easily, when you want and in real time. Now, put your stress behind you and forget to remind people for non-payment, we do everything for you!Starting Price: $26 per month -
37
Synap PDFocus
Synapsoft
Synap PDFocus converts and merges documents in more than 30 different formats into PDF without any application installation. Disarmed and reconstructed PDF documents can be created to be shared and the document management efficiency is improved by merging different document formats into a single PDF format. Converts HTML, MS Office, and electronic approval formats into a single high-quality PDF document with no application installation. Document management efficiency is improved by merging different format documents into a single PDF format. Detects/removes items suspected of being malicious codes and reconstructing them into PDF, with SynapSoft’s proprietary format processing technology. Electronic approval document and attached files are saved as a single PDF file and kept. Receives an email after converting to a PDF for safe attachment verification. Merges educational materials in different formats into PDF and provides them as a single file. -
38
Slydeck
Slydeck
Gain Deeper Insights and Improve Customer Experience. Increase your close ratio on policies and proposals within your insurance market. Higher than average close rates. Our solution makes it easy to share proposals, quotes, policies, and track how your prospects engage with them to see what peaks their interest. How It Works: Step 1. Drag and drop your file into SlyDeck email attachment tracking software download. Step 2. Copy or share the link to file email attachment tracking software review. Step 3. Review insights and plan your follow up. Insight Matters. Slydeck helps you plan the next conversation. Benefits: User Friendly Drag and drop your file into SlyDeck. Share a URL via our platform or email, text, WhatsApp, #slack or any other communication platform. Platform to Advise. Are prospects looking at your proposals and other documents? Is their interest peaked by something in particular? Our platform enables you to find out.Starting Price: $10 per user, one-time payment -
39
iatom cloud
iatom cloud
Online GST billing software for small and medium businesses. Run your business from anywhere, no matter where you are, be on top of your billing data. With inventory tracking, you can instantly see your available stock and create accurate invoices faster. Your financial documents are safe in the cloud, no matter what problems you have with your computer. Dealing goods? Create purchase orders, turn them to bills, keep track of expenses or check inventory reports. Work with your team across multiple devices and keep track of your business from anytime and anywhere. Manage your client and vendors details. Scan barcode to make fast and easy billing. Manage your payment made and receive details. Backup your database for future use. Use built-in powerful features to manage recurring invoices & Payments. And track payments using notifications from the invoices easily. By entering & storing your stock details helps you to improve and manage data in fast way.Starting Price: $20.23 per year -
40
SeQwens
SeQwens
Experience a fully integrated solution for your office and your clients. Our interface is equipped with tools to manage your clients year-round, automate your process and grow your business. As a Service Bureau, managing your team has become easier. Have a Bird Eye View over your partners, capture lead and manage leads, create task for sub-office during and off season and automate your entire service bureau program. Our tax office portal allows you to build relationships year round with your clients, schedule appointments, and create workflows to streamline your projects from start to finish. Easy onboarding of your client in a secure portal where they have access to checklists, files and effortless exchange of communication and documents. Vertically correspond with your clients and or partners through messages, email campaigns, forms, and invoices—all in real-time. Streamline your daily business process to be more productive, efficient and successful.Starting Price: $69.99 per month -
41
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 -
42
Swipe Gateway
Swipe Gateway
Real-time fraud scrubbing utility that helps to differentiate legitimate from fraudulent transactions. Helps ensure uninterrupted payments for customers, particularly those with recurring payments, by seamlessly updating card-on-file account information- requires customer vault and is supported on First Data North, First Data South and Payment Tech Salem. Allows merchants to use Verified by Visa and Mastercard SecureCode to verify payer’s authenticity through the gateway. PCI-compliant encrypted and tokenized customer credit card and ACH account data storage. Tokenization allows merchants to process transactions without transmitting credit card or ACH account data. Enables merchants to invoice customers via email. Customers can submit payments by following an embedded link. Invoices are generated with line detailed information and automatically convert to PDF’s that are attached and emailed to customers. -
43
ProDeal
ProDeal
Close more deals faster, with ProDeal. Replace email chains, conference calls, and data rooms with a lightning-fast document and workflow management platform. ProDeal adds security, organization, and visibility to your deals. Create your deal room and invite everyone to the table with a click. Track tasks and documents with customizable checklists. Upload, review, version, and save for easy retrieval later. Replace messy email chains with secure, real-time messaging. A simple and smooth interface that you master in minutes. Stay on top of details, cut closing costs, and keep everyone on the same page. ProDeal gives our clients the security and governance of encrypted email plus the workflow of a cutting edge platform in one easy to adopt tool that you can pick up in minutes. ProDeal is a team of technology, finance, and legal experts on a mission to secure and streamline transactions across the globe. -
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Funnel CRM
Funnel CRM
Never miss closing a deal, or following up with a customer again. All growing businesses run into the same fundamental problems. Losing track of your leads, buried under email, forgetting to followup. The good news? Funnel solves them all. Try Funnel CRM free for 14 days. A simple CRM software to track leads, manage follow-ups, less data entry, more sales. Its that quick and easy. Use our simple form builder to create contact forms. Paste the code you get into your website, done. Contact form submissions create deals that are placed in a sales funnel, instead of a messy inbox. Know when your messages have been viewed by your customers. Awe your customers with professional, well-formatted proposals. Multiple currencies supported. Funnel builds and maintains your contacts database, based on the information they provide through the contact forms. No effort required. You can use your favorite email client or mobile phone to reply to your customers.Starting Price: $10.00 per month -
45
Forensic Email Collector
Metaspike
Expertly preserve email evidence without breaking a sweat. Get plug & play output for digital forensic investigations and eDiscovery. We all run into cases where collecting a mailbox as a whole is not an option, often due to privacy or timeframe concerns. On the other hand, eDiscovery and digital forensics workflows often involve a full collection, followed by post-acquisition searches. Forensic Email Collector solves this problem in a creative way. You can perform instant in-place searches on mailboxes on the server before the acquisition and forensically preserve only the search results. No need to create labels, tag documents, or make any changes to the target mailbox. Files attached to emails as hyperlinks to a cloud storage system can throw a monkey wrench into your forensic preservation. The linked attachments often require authentication and are inaccessible unless handled as part of the initial acquisition.Starting Price: $499 one-time payment -
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Dealcloser
Dealcloser
We transform workflows for corporate legal professionals working on deals by eliminating the soul-crushing, manual labor that makes up a large part of the legal transaction process. With dealcloser, do your work anywhere while getting it done efficiently and on time. Never manually create a closing book or track down a signature again. Focus on what really matters, advocating for your clients. We’ll handle all the painful parts of a deal so you can leave the office at a reasonable time. We're the fastest-growing transaction management company in North America. It all starts here. Build your deal’s closing checklist in deal closer instead of using a static Word document. Upload documents to deal closer and watch your clients sign in real-time! Use deal closer to get all your documents signed easily and quickly. dealcloser can also generate signature pages for you!Starting Price: $149 per month -
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Pest-App
Temisoft
PEST-APP is the very latest in Pest Control Software from Temisoft Australia. It has been developed as a result of 22 years of experience to meet the needs of the Pest Control Industry while been featured in Australia’s Professional Pest Controller Magazine countless times. Most of all we do this through PEST-APP’s dedicated industry-leading support team, industry-leading features, and of course, you, our amazing clients! Allocate Jobs to technicians and send them to their mobile device. Send invoices, statements and reminders via email. Remind customers that their yearly inspections are due quickly and easily. Attach site plans to jobs or create them on your mobile device. For the Last 22 years PEST-APP has help Small, Medium, and Large Pest Control Businesses grow and become Industry Leaders as a result has made us an Industry Leader in the Pest Control Industry.Starting Price: $9 per month -
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Siigo
Siigo
Administrative and accounting software 100% in the cloud. Safety, quality and ease. Electronic billing. Create personalized invoices in 30 seconds and activate one-click electronic invoicing with all the requirements demanded by DIAN. In addition, you will have: Custom templates. Images and videos to attach. Sending by email. Online payment button. QR code and CUFE on the invoice. An accounting software with the most agile functionalities to carry out accounting. Recurring vouchers. Frequent expenses. One-click financial and accounting reports. Voucher blocking . IFRS chart of accounts IFRS balance sheets and financial statements. Learn about the model that is revolutionizing Accountants in Colombia , a totally free Accounting Software in the cloud! And do you know why it's free? because you bring the companies, we put the Accounting Software to manage them -
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taskblitz
taskblitz
Organize your work and projects into tasks and collaboratively work on them. Get rid of email chaos and use the built-in chat for fast, easy and though powerful real-time communication. Get a powerful visualization of all your tasks, milestones and appointments. Share files with your team and use a shared space for project documentation. Take notes and write project documentation together with your team. Track your work time based on tasks or projects and always have team or project reports at your fingertips. Create effectively invoices and proposals semi-automatic based on your projects and timesheets.Starting Price: $25 per month -
50
SaleCore
SaleCore
The all-in-one real estate marketing solution. Our top-rated lead-to-close marketing solution will help you gain loyal clients, close deals, get referrals and generate repeat business. SaleCore's Real Estate CRM seamlessly integrates with your modern, high-performing IDX Interactive Map Search website, Text Marketing, Communications, Email Marketing and Content Marketing platforms to generate, capture, cultivate and convert high-quality leads. Quickly and effectively communicate with clients through preferred channels like Conversations to win deals. Store and share documents, track communications throughout the closing process, and generate referrals. Our focus is to provide you with the tools you need to market to and communicate with clients and prospects, from lead to close. Drive traffic to your website using multiple channels and capture new clients with custom lead forms and smart registration prompt settings.Starting Price: $45 per month