Alternatives to Clientish
Compare Clientish alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Clientish in 2026. Compare features, ratings, user reviews, pricing, and more from Clientish competitors and alternatives in order to make an informed decision for your business.
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1
Assembly
Assembly
Assembly is a client experience and back-office platform built for tech-enabled professional service firms such as consulting, accounting, law, real estate, marketing, and technology. It replaces scattered tools with a unified, branded client portal where businesses can connect, communicate, invoice, share files, and manage tasks from first sale to full scale. The system centralizes visibility into client relationships across the organization, powered by secure AI assistance to streamline workflows and save time. Assembly integrates easily with existing business tools via embeds, Zapier, Make, or its own flexible API and supports the creation of custom apps. Key features include secure messaging, file sharing, invoicing and billing with one-click payments, contracts and e-signatures, storefronts to productize services, forms, and task management. It is designed to deliver remarkable, modern client experiences while maintaining enterprise-grade security and HIPAA compliance.Starting Price: $39 per month -
2
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 -
3
Workspace369
Workspace369 LLC
Workspace369 is a browser-based client-work platform for agencies, freelancers, consultants, studios and service businesses. It brings client records, requests, proposals, contracts, projects, files, invoices and conversations into one workspace. Teams can send proposals for electronic signature, convert accepted proposals into invoices, accept card payments through client links, organize tasks on boards, schedule work on a shared calendar and add tracked time to invoices. A client portal provides access to proposals, invoices and appointments. The shared inbox keeps client communications together; calls and texts are available on the Voyager plan, while the Specialist plan adds a business phone system and accounting tools. Automated workflows support follow-ups, and Workspace AI drafts messages for human review before sending. It runs in a browser and has iPhone, iPad and Mac apps. Plans include a 14-day free trial.Starting Price: $29/month -
4
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) -
5
MonoDesk
MonoDesk
MonoDesk is an all-in-one workspace for freelance creatives, agencies, and studios. Manage clients, client portals, projects, tasks, milestones, weekly planning, time tracking, team collaboration, leads, proposals with e-signatures, invoices, and an AI Co-Worker in one place.Starting Price: Free during beta; paid plans a -
6
ClientDeck
ClientDeck
ClientDeck is an all-in-one Client Operating System for freelancers, agencies, consultants, and service businesses. Manage your entire client lifecycle—from proposals and client portals to projects, invoices, payments, file sharing, time tracking, and AI-powered reports—in one streamlined platform. Instead of paying for multiple disconnected tools, ClientDeck centralises your workflow to save time and deliver a premium client experience. Connect your own Stripe, PayPal, or Razorpay account to accept payments directly with zero platform transaction fees, while native multi-currency support makes working with international clients effortless. Every plan includes branded client portals and professional invoicing, with no per-user pricing. Start for free, with premium plans from just $9/month, and run your entire client business from one powerful workspace.Starting Price: $9/month -
7
InvoiceSent
InvoiceSent
InvoiceSent is an innovative cloud-based invoicing platform for freelancers, consultants and small businesses. Create professional invoices, manage clients, accept payments and track your finances in one place. Features: · Branded invoices with logo · Live invoice preview · VAT, GST and sales tax calculation · Duplicate and recurring invoices · Stripe and PayPal payment links · Automatic and manual payment tracking · Sent, paid, unpaid and overdue statuses · Payment history and balance tracking · Revenue and overdue balance overview · Client profiles, search and statements · Quick-add clients · Multi-business support · Shareable invoice links · No client login required · Payment reminders · Product catalogue and reusable items · Prices and tax rates · Quote support · Tax summaries and filing periods Designed to be simple by default, InvoiceSent keeps invoices, clients, payments, tax information and overdue balances organised without unnecessary complexityStarting Price: $10/month/user -
8
PaveDesk
PaveDesk, Inc.
PaveDesk is an all-in-one paving contractor management software built specifically for asphalt and pavement businesses. It helps contractors manage leads, GPS-powered site audits, estimates, professional proposals, work orders, scheduling, client communication, invoicing, payments, and business analytics from one platform. PaveDesk connects the complete paving workflow from the first lead and site inspection through proposal, job completion, and final invoice. Teams can capture site photos, create branded proposals, manage crews and work orders, track leads, collect payments, and monitor revenue and business performance. The platform also supports mobile and offline workflows, making it easy for paving crews to manage jobs from the field.Starting Price: $19/month -
9
Clientary
Clientary
A full-suite platform to manage clients, invoices, projects, proposals, estimates, hours, payments, contractors, and staff. The perfect solution to win clients and save time. Clientary is a professional services automation solution that covers your entire business. We've helped tens of thousands of freelancers, agencies and businesses manage client workflows. Stop wrestling with one-off doc files, templates, and disconnected apps. We help you streamline client lifecycles from proposals and estimates to time tracking, invoices, and payments so you and your team have everything you need in one place. Start your client relationship right with proposals and contracts. Gather signatures directly through clientary. Generate invoices automatically from billable work or estimates. Collect payments directly via credit card, ACH, or offline methods. Track time and staff tasks. Plan future hours. Manage projects with budgets, deadlines, and varying rates.Starting Price: $19 per month -
10
Ordaana
Ordaana
Ordaana automates small business operations with customizable order forms, dynamic scheduling, seamless financial management, and interactive client portals. Elevate your client experience and team management in an all-in-one integrated platform. So many business apps in one! Client Management Order Management Estimates Invoices Subscriptions Team Calendar Team Tasks Lead Capture Forms Scheduling Forms Payment Forms SMS 2-Way Messaging Client Portals Automated Reminders Email & SMS Notifications Business AnalyticsStarting Price: $20/month -
11
OneSuite
Technext
OneSuite is an all-in-one platform for freelancers, agencies, and small businesses to manage clients, projects, invoices, documents, and leads in one place. It brings together CRM, task tracking, invoicing, contract management, and lead management in an easy-to-use system. With OneSuite, you can track projects, manage leads, communicate with clients, send invoices, and handle contracts effortlessly. The client portal keeps everything organized, while features like invoice cloning, Stripe payments, and digital signatures help you save time and work efficiently. Whether you're a freelancer or growing a business, OneSuite helps you stay organized, professional, and focused on success. Try OneSuite today and take control of your business!Starting Price: Start from $29/month -
12
Propovo
Propovo
Propovo is a cloud-based proposal and sales workspace for agencies, consultants, freelancers and sales teams. It helps users turn client notes, meeting transcripts and business context into editable proposals, statements of work, contracts and quotes. A visual editor supports reusable templates, branding and service pricing, while branded client rooms provide a place to share documents, collect electronic signatures and follow engagement activity. Contacts, deals, proposals and client rooms are connected in a sales pipeline, helping teams manage opportunities from initial contact through document delivery. Propovo Copilot assists with preparing client communications for user review. The service connects with CRM, calendar, email and workflow tools through documented integrations, and supports webhook-based workflows. Browser-based access supports creating proposals, collaborating with clients and managing sales documents.Starting Price: $29/seat/month -
13
COLO
Techies Technologies
COLO is an all-in-one finance and business management platform designed for freelancers and small businesses. It helps users manage clients, projects, tasks, proposals, contracts, invoices, and payments from a single workspace. COLO simplifies day-to-day operations by combining scheduling, communication, and financial tracking in one system. Built-in chat and collaboration tools make it easy to communicate with clients and teams in real time. Users can send branded proposals, get approvals, and convert work into invoices quickly. Financial management features provide visibility into income, expenses, and reports. COLO helps small businesses stay organized, save time, and run their operations more efficiently. -
14
Rock Paper Coin
Rock Paper Coin
Rock Paper Coin is a client management platform built to streamline proposals, contracts, invoicing, lead tracking, and secure online payment processing for event professionals and small business entrepreneurs. It lets users create professional, branded proposals quickly using templates or custom designs, send them with real-time engagement notifications, and integrate inquiry forms on their websites for easy lead capture and management. It supports digital contracts with e-signatures, flexible digital invoicing with installment options and automatic reminders, and secure payment processing powered by Stripe with bank-level security, fast deposits, and flexible fee handling. Users can embed branded lead forms, view and organize submissions, and convert leads to clients within the system. Rock Paper Coin offers custom branding on proposals, contracts, invoices, and emails, Google Drive integration for document access, and full desktop and mobile functionality.Starting Price: Free -
15
Agency Handy
Agency Handy
Agency Handy is an all-in-one client portal software designed to streamline operations for agencies by consolidating client management, project tracking, task assignments, invoicing, payments, and communication within a single platform. Users can create detailed service catalogs with customizable packages, share them publicly or embed them on their websites, and set up tailored intake and order forms to gather necessary client information efficiently. It supports seamless client onboarding by allowing the creation of client profiles with essential information and automated email invitations for quick confirmations. Agency Handy offers robust task management features, including Kanban boards for visualizing project progress, real-time collaboration tools for team and client communication, and integrated file feedback and annotation capabilities. Financial operations are simplified through automated invoicing with support for various payment gateways.Starting Price: $49 per month -
16
Cone
Cone
Impress clients and save time, no more manual invoicing or chasing payments. Cone’s intuitive proposal software sets the standard for what a simple, yet powerful product looks for accountants. Send professional proposals and gather payment details upfront. Kick-off projects automatically as soon as the proposal is signed. No more manual work. Projects start automatically after proposal acceptance. Gain clear visibility into your team's tasks, deadlines, and project progress and supercharge your workflows. Streamline your work and unlock productivity. Send clients forms, collect e-signatures, and request files seamlessly through the client portal. No need to nag clients manually anymore. Create invoices either from proposals or projects. Supports multiple payment methods like ACH or credit/debit cards. We understand that protecting your data is crucial for the success of your business, which is why we have implemented various measures to ensure the security of your data.Starting Price: $8.51 per month -
17
Enlivy
Enlivy
Enlivy is a commercial operations platform for service businesses. It connects proposals, contracts, invoicing, payments, and bank reconciliation in one system with EU e-invoicing through PEPPOL and ANAF eFactura built in natively. A proposal converts into a contract with multi-party parallel e-signature. A signed contract generates an invoice with automatic tax and multi-currency support. Payments are matched against imported bank statements. Every record links back so audit trails and client history stay complete. Clients access a branded Customer Portal with passwordless login to view, accept, sign, and pay. The platform is API-first with a REST API, webhooks, Slack, Zapier, and MCP server integrations. Six languages, 41 countries, multi-organization support. Free plan with no card and no time limit. Paid packs from EUR 4.99/month.Starting Price: $4.99 -
18
Avaro One
Avaro Technologies Ltd.
Avaro One is a CRM and PSA platform for sales, delivery and professional services firms, integrating sales and delivery functions. Its six modules cover the client lifecycle: Sales manages pipelines, lead scoring, and quoting; Marketing handles campaigns and segmentation; Delivery oversees projects and resources; Finance manages invoicing and expenses; People & Development supports performance reviews and career growth; Platform ensures security, compliance, and integrations. Sales opportunities become Delivery projects, with tracked time feeding Finance for invoicing. Features include eight service model templates, document tracking for quotes and contracts, a branded client portal for updates and invoices, GDPR compliance tools, multi-currency support, and two-factor authentication with role-based access.Starting Price: £35 per user per month -
19
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 -
20
AMW Suite
AMW
AMW Suite is a cloud-based business software suite that brings customer relationship management, sales pipelines, shared communications, support ticketing, proposals and e-signatures, client portals, lead-capture funnels, scheduling, attribution, and AI-assisted workflows into a connected workspace. Teams can record calls, email, SMS, and WhatsApp conversations on customer records, track deals through follow-up sequences, send proposals for online approval and signature, and manage client files and messages in branded portals. Its AI agents help draft customer-support replies, sales follow-ups, and business analysis for team review. AMW Suite is aimed at independent operators, small teams, agencies, and service businesses that want sales, delivery, and customer support information connected. Plans vary by user limit, included apps, AI usage, support, and onboarding.Starting Price: $103/month -
21
Beam
Beam
Beam is an all-in-one construction and financial management platform designed to help contractors manage sales, finances, compliance, and operations in a single hub. It consolidates tools like spreadsheets, email, shared drives, and accounting software to simplify workflows and save time. Beam includes features such as estimating and proposals, invoicing and online payments, change order management, bill payment, card and expense management, daily logs and tasks, and a cash management account. It offers job costing to improve project profitability, lien waiver management to automate lien waiver collection, and compliance tracking for insurance and licenses. Beam's client portal allows for professional estimates, invoices, and change orders, enhancing client communication. The Beam Visa Card automates receipt capture, improves cash flow, and earns 1% cash back. Beam integrates with QuickBooks Online for seamless bookkeeping.Starting Price: $200 per month -
22
Invoicity
Agentop Services Ltd.
Invoicity is a mobile-first invoicing and estimate generator built for freelancers, contractors, and service-based SMBs who need to bill clients on the go. Create a branded invoice on iOS or Android in under two minutes, share it by link, email, or QR code, and collect payment instantly through embedded Stripe or PayPal checkout. Unlimited companies can live under one account, so side gigs and multiple DBAs stay neatly separated while feeding a single, real-time payment dashboard. Item and client libraries speed up repeat work, automated reminders reduce late payments, and offline draft mode lets you finish paperwork even when the signal drops. Start free—upgrade only when your volume grows. With Invoicity, you spend less time on back-office tasks, look more professional to your clients, and get paid faster, all from the phone already in your pocket.Starting Price: 6.99 -
23
Breely
Breely
Breely is a flexible, modern online scheduling and business management tool designed to help service-based businesses automate appointment booking, client communication, and operational workflows, letting you build custom booking flows, accept payments, send email and SMS notifications, customize forms, collect signatures, manage resources, and automate tasks all from one place. From basic appointment scheduling to classes, workshops, and multi-resource bookings, Breely adapts to your unique needs and grows with your business by offering conditional booking logic, waitlisting, branded booking pages, calendar syncing with Google, Office 365, and iCloud, and integrations with tools like Zoom and Google Meet. It includes robust reporting features, client dashboards, custom fields, HIPAA compliance options, packages, coupons, subscriptions, and tools to sell services or products, helping reduce administrative work and improve client experience.Starting Price: Free -
24
Clientivity
Clientivity
A client-centric automation platform purpose-built to streamline Quote-to-Cash, client engagement, and back-office operations into one seamless experience. Designed for independent professionals and service-based businesses manage their core processes, it offers an intuitive, all-in-one toolset that integrates project management, invoicing, time tracking, billing, and more, all from a centralized platform, maximizing productivity while placing client relationships at the heart of every interaction. Clientivity is your all-in-one business command center. Instead of juggling separate tools for projects, communication, invoicing, and time tracking, you get everything in one place. Saves you time, reduces hassle, and cuts costs. Managing clients and operations should be effortless, not exhausting.. Whether you’re a freelancer or leading a growing team, Clientivity helps you focus on what matters — delivering value, not managing complexity.Starting Price: $19/month -
25
FileDue
FileDue
FileDue is a payment-gated file delivery tool for freelancers and small studios. Upload your work, set a price, and share one secure link with your client. The client can preview what they’re paying for, pay via Stripe, and access the files only after payment is complete. Built for designers, developers, writers, photographers, video editors, translators, and other freelancers who deliver digital work and do not want to chase invoices after sending final files. No more “I’ll pay Friday” turning into weeks of silence. Files stay locked until the client pays. FileDue works with any file type and uses Stripe Connect for payments, so funds go directly to the freelancer’s own Stripe account. FileDue never holds client payments. First three paid deliveries are free, then 2% per paid delivery. No subscription, no monthly fee. Live and available for real client payments.Starting Price: 2% -
26
Clientlex
Clientlex
Clientlex is a white labeled software platform for agencies and digital service providers that centralizes service sales, client onboarding, project delivery, communication, billing, and reporting in one system. The product enables agencies to create branded storefronts, collect payments, run intake and approval workflows, manage client projects and files, communicate through a shared portal, monitor billing and subscriptions, and track business performance. Its core purpose is to replace fragmented stacks of point solutions with one integrated client operating system that helps agencies sell services, deliver work, and manage client relationships more efficiently under their own brand.Starting Price: $49/month -
27
Clearmargin
Clearmargin
Freelancers and small teams don't have a billing problem — they have a juggling problem. One app for proposals, another for time tracking, a spreadsheet for expenses, a third tool for invoices, and maybe QuickBooks because someone said they should. Things slip through the cracks. An invoice goes out late. Hours don't get logged. A cost gets eaten because nobody tracked it. The mental overhead of keeping it all straight is exhausting. Clearmargin puts proposals, time tracking, expenses, invoicing, and payments in one place. Build professional proposals with scope, timeline, and pricing. Track time with a quick-entry strip or running timer. Log expenses and assign them to projects — or split shared costs like software subscriptions across multiple clients automatically. When it's time to bill, generate invoices from project data in one click. Accept credit card and ACH payments directly through your invoices via Stripe Connect at standard processing rates.Starting Price: $14.99/mo -
28
Fronira
Fronira
Fronira is a web-based customer payment portal for businesses that manage invoices in QuickBooks Online. It gives customers a branded place to review outstanding invoices and balances, download invoice copies, and submit payments online. The portal connects QuickBooks Online with Stripe for payment processing, and payment activity is synchronized with QuickBooks. Businesses can offer card and ACH payment options, configure a card surcharge or ACH discount, and customize the customer-facing experience. Paid plans can remove Fronira branding and use a custom domain; the Business plan includes API access and custom integrations. The service is aimed at small businesses and service providers seeking a client-facing way to collect invoice payments through their existing QuickBooks workflow. Fronira offers a free plan as well as paid plans; Stripe processing fees apply separately.Starting Price: $0/month -
29
Motion.io
Motion.io
Motion.io is an all-in-one client portal and project management platform designed to streamline client work for service-based businesses. It offers loginless, white-labeled portals where clients can upload files, complete forms, track project progress, and communicate with teams without the need for account creation. Motion.io's task builder allows businesses to assign tasks that automatically remind clients to complete necessary actions, such as signing documents or submitting information. Motion.io also features electronic document signing, enabling clients to sign contracts directly within their portals. Its project tracker provides clients with clear visibility into each stage of their projects, enhancing transparency and reducing the need for status update meetings. The unified inbox consolidates all client communications, including messages and support tickets, into a single dashboard for efficient management.Starting Price: $19 per month -
30
Cenntrax
Cenntrax
Cenntrax is a logistics management platform built for courier and delivery operations that need dispatch, tracking, invoicing, and compliance tools in one system. It combines an agent dashboard, client portal, and driver app to support dispatchers, customers, and drivers across the delivery workflow. The platform helps teams manage loads, customers, carriers, routes, invoices, payments, settlements, and operational settings from a web-based TMS. Cenntrax also includes driver tools such as barcode and QR code scanning, GPS tracking, electronic signatures, photo uploads, and real-time order updates. Its customer portal gives clients access to shipment tracking, order queries, inbound delivery management, route visibility, and self-service updates. With dedicated cloud infrastructure, audit trails, role-based access, configurable workflows, and enterprise security options, Cenntrax helps logistics teams run more organized, compliant, and transparent delivery operations.Starting Price: $2500/month -
31
Workspace
TapChief
Create proposals, manage projects and send invoices, all in one place, with Workspace. Manage leads and win more clients with beautiful proposals. Organize leads into groups with custom labels. Create proposals from existing templates and save to reuse later for different clients. Collect project requirements with custom forms shared on email or chat. Manage multiple projects on one dashboard. Track progress across projects and zoom in on details to address risks. Customize stages and properties to match your project lifecycle. Add team members and invite clients to share updates in real-time. Breakdown projects into tasks and milestones. Scope your projects by creating tasks from templates or previous projects. Assign tasks to teams, create sub-tasks and set due dates. Track your tasks in a calendar, board or list view and filter by assignee or project. Create invoices, manage your finances and get paid, on time. -
32
Cloudtryx Invoice
Cloudtryx Softwares LLP.
Cloudtryx Invoice is cloud-based invoicing and billing software for freelancers, consultants, startups, small businesses, agencies, and professional service firms. Users can create and send invoices, GST and tax invoices, estimates, and payment receipts; manage client and product records; record payments and expenses; and monitor paid, pending, and overdue invoices from a dashboard. The software supports branded invoice templates, tax calculations, estimate-to-invoice conversion, email and WhatsApp document sharing, payment reminders, and downloadable sales, receivables, expense, and GST reports. It also supports multiple currencies for billing international clients. A free plan is available, with paid options for additional invoices, clients, templates, reporting, and business features.Starting Price: $7.99/month -
33
Chalmsy
Chalmsy LLC
Chalmsy is AI-native business management software for small service businesses — florists, event planners, venues, interior designers, consultancies and trades. One thread runs from first inquiry to paid invoice. Describe a job in plain language and Chalmsy drafts a priced, brand-skinned proposal built from your own materials, labor rates and multipliers. Clients review, comment and accept it online. Accepted work becomes a project, then an invoice, then a bookkeeping entry — nothing is re-typed between tools. Includes quoting and estimating, proposal versioning and change orders, online acceptance, deposits and payment schedules, automated quote follow-ups, a client CRM, project tracking, invoicing, receipt capture, ledger and profit-and-loss reporting, and a QuickBooks connection. Gmail, Google Calendar and Google Drive connect in one click. Every document carries your brand, not ours. Priced per business, not per seat, from $15 a month.Starting Price: $15/month, seats included -
34
DueClear
DueClear
DueClear is a free, professional invoice generator designed for freelancers, small businesses, and entrepreneurs to create and customize invoices quickly without any sign-up or fees. The platform offers unlimited invoice creation with no hidden costs or subscriptions, ensuring full transparency. Users can tailor invoices with their logo, brand colors, and payment terms, making each invoice unique and on-brand. DueClear supports multiple payment options including bank transfer, PayPal, UPI, and cash, providing flexibility to clients worldwide. The intuitive invoice editor allows easy input of business details, itemized services, discounts, taxes, and shipping fees with live total updates. Once finalized, users can instantly generate a professional PDF invoice ready to send.Starting Price: $0 -
35
Rightcontrol
Losoftware
RightControl is a sophisticated stock control system that provides an integrated suite of easy-to-use invoicing software, inventory control system and warehouse management tools. Designed specifically for small-to-medium-sized businesses, it provides a secure, cost-effective and reliable platform to streamline your inventory management and manage the sales process from initial enquiry to final delivery. RightControl is not a cut-down version of an enterprise-level ERP system, it has been designed from the ground up to cater for the specific needs of small and medium-sized businesses, in consultation with real-world clients. The inventory control software is perfect for managing mail or internet-based sales orders, but it is also an invoicing system fit for service-based businesses like mechanics, freelance designers, programmers, consultants etc. RightControl is a great invoicing system for professional service providers.Starting Price: $1.50/month -
36
Task Session
Task Session
Take full control of your business workflow with Task Session, a powerful self-hosted CRM and project management system created for agencies, freelancers, consultants, law firms, developers, marketing teams, startups, and growing businesses. Task Session brings your clients, projects, tasks, team members, leads, invoices, files, emails, discussions, and reports into one organized platform. Unlike traditional SaaS tools, Task Session is installed on your own domain and server. You remain in control of your business data, branding, users, and system. There is no need to manage separate tools for project management, team chat, invoicing, lead tracking, file sharing, and client communication. Task Session gives you one centralized workspace for your complete business operation.Starting Price: $59/year -
37
Duevero
Duevero
Duevero is simple invoicing and profit-tracking software for freelancers, consultants, contractors, and solo service businesses. Create estimates and invoices, manage clients, track expenses, monitor invoiced, collected, spent, and profit totals, follow up on overdue work, and accept eligible invoice payments through your own connected Square account. The free Basic plan includes up to 10 active clients, 10 invoices per month, 5 estimates per month, one workspace, expense tracking, and raw CSV exports. Duevero Pro is $12/month and adds unlimited clients and invoices, 2 workspaces, recurring invoice templates, reports, time tracking, formatted and accountant-ready exports, an overdue and reminders workspace, and branded invoices with your logo. Duevero is designed to be lighter and easier to use than a full accounting suite, giving independent service businesses one straightforward place to manage the client-money workflow from estimate to invoice to payment and profit.Starting Price: $12/month -
38
Artyphonic
Artyphonic
Artyphonic helps independent audio engineers and small studios deliver work to clients, collect structured feedback, and get paid without chasing invoices. It consolidates file delivery, revision rounds, approvals, and payment into a single branded client room, replacing the usual mix of cloud storage, messaging apps, and separate billing. Key benefits: fewer revision rounds, because feedback is pinned to the exact second on the waveform; faster payment, because the final unlocks on payment and settles through Stripe; higher retained revenue, because engineers keep 100 percent of what they charge; and a more professional client experience that is branded and needs no client login. Plans start at $15/month with a 14-day free trial and no card required. Built for mix engineers, mastering engineers, producers, and studios managing recurring client work.Starting Price: $15/month -
39
InvoiceKoi
Fang Ventures Private Limited
InvoiceKoi is an invoicing app for self-employed tradespeople, freelancers and small service businesses. It lets users create invoices, estimates and receipts; save client records and a price book; add business branding; and share documents as PDFs. Other features include time tracking, job details, recurring invoices and receipt scanning. Core invoicing and PDF creation work offline; AI features, cloud backup and payment collection require an internet connection. Paid subscriptions provide unlimited invoicing, and an Android app is available.Starting Price: $99.99/year -
40
Atelier
Atelier
Atelier is interior design project management software for solo designers and small to midsize studios. It connects pinboards and client presentations with FF&E schedules, sourcing, procurement, client approvals, time tracking, proposals, and invoices. Unlike CAD, rendering, and virtual staging tools, Atelier manages the project workflow around the design work. It keeps products, specifications, pricing, documents, and decisions connected as a project moves forward. Designers can track FF&E items from specification through ordering, delivery, installation, invoicing, and payment, share live project information with clients, and record billable time by project, phase, and task. AI assists with selected parts of the workflow, including organising pinboards, bringing product information into the project, forecasting budgets, and surfacing missing or conflicting details. The designer remains responsible for taste, product choices, approvals, and final decisions.Starting Price: $39/month/seat -
41
eZwoms
eZwoms
Welcome to eZwoms, the ultimate solution for digital marketing agencies seeking to streamline their operations, elevate client satisfaction, and drive growth. Designed specifically for service-based businesses like yours, eZwoms offers a comprehensive suite of tools and features to simplify service management, order processing, and client communication. Challenges Faced by Digital Marketing Agencies Digital marketing agencies often encounter challenges such as managing multiple clients and projects, ensuring timely service delivery, and maintaining clear communication channels with clients. These challenges can lead to inefficiencies, missed deadlines, and frustrated clients. -
42
CMA
Use CMA
CMA is a client management software platform built specifically for tradespeople and solo service professionals looking to simplify business operations. The platform combines client management, professional quoting, invoicing, scheduling, messaging, and file sharing into one easy-to-use dashboard. CMA helps tradespeople reduce administrative work by replacing spreadsheets, scattered messages, and manual paperwork with a centralized system. Users can create itemized quotes, convert them into invoices, and collect payments online directly through the platform. The software also includes appointment scheduling tools that allow clients to book available time slots without constant back-and-forth communication. CMA provides a branded client portal where customers can view quotes, invoices, documents, and updates in one organized space. Additional features include client messaging, checklists, portfolio management, and Xero integration for accounting automation.Starting Price: £49/month -
43
Indy
Indy
Indy is an adaptive, all-in one management software that helps freelancers and small businesses track everything from proposals to payments. Indy makes organization and time management easy, letting its users focus on their work. This platform features a library of proposal, contract, and form templates to make getting clients easier. The task tracking system allows users to assign individual tasks to larger projects or categories. As users work on tasks, the time tracker tool logs and categorizes time spent on each task, making it easy to balance multiple projects and create invoices. When it’s time to get paid, use Indy to generate a detailed invoice to send right to clients: in return they get peace of mind knowing that Indy uses the web’s top payment methods, like PayPal and Zelle. With other tools like Profiles, Drive, and Client Contacts, Indy’s features make it a versatile and reliable addition to any creative team.Starting Price: $19/month -
44
Kyon CRM
Kyon CRM
Kyon CRM is a feature-rich, web‑based CRM tailored specifically for dog trainers and training academies, offering a cohesive platform that streamlines client acquisition, scheduling, billing, communication, and performance tracking. It centralizes client and lead management, including maintaining detailed records of dogs, contacts, and training progress; provides tools for proposals and deals, private and group lesson scheduling, attendance tracking, and task management. The integrated calendar ensures trainers can set reminders and appointments easily. Invoicing lets users generate professional invoices, accept payments via Stripe, PayPal, or cards, and track expenses efficiently. For automation, Kyon CRM supports automated payments, online reminders (email/SMS), customizable message templates, and an API with a powerful query system to fetch or update data programmatically. -
45
Invoce.ai
Invoce.ai
Invoce.ai is an AI-powered invoicing platform that lets freelancers and small businesses generate, customize, and manage professional invoices and quotes in seconds by simply describing the work in plain English or using a built-in manual editor, significantly reducing the time and friction traditionally associated with billing. The AI analyzes your description, extracts the relevant service details, rates, and terms, and formats a polished invoice automatically, while a centralized dashboard keeps clients, services, quotes, invoices, and payments organized in one place and provides visibility into total revenue, pending invoices, and monthly performance. Users can add their own payment links (such as Stripe, PayPal, or Wise) directly to invoices so clients can pay instantly, and Invoce.ai supports multi-currency billing, custom branding with logos and color themes, and export of all data to CSV for accounting or bookkeeping, making it easy to integrate into existing workflows.Starting Price: $49 per month -
46
ProcessMate
ProcessMate
ProcessMate is a cloud software that helps keep track of quotation and ordering. It comes with a sales desktop for your employees, as well as with the Customer (client) Portal where your client may request quotation, place orders and service requests. The portal is easy to configure and apply branding of your organization. With ProcessMate you can manage processes & tasks, related documents, process-related information and manage team communication. ProcessMate helps manage both ad-hoc and regular tasks that run on schedule. The platform will keep track and notify users, build reports for managers and help you streamline your business. Open up new channels of communications with your customers, let them submit purchase and servicing requests, view their ongoing requests and optionally, trigger internal processes once your customer submits a requests.Starting Price: $25 per user per month -
47
StitchInvoice
StitchInvoice
StitchInvoice is invoicing and client-document software for independent businesses and freelancers who bill clients directly, not for bookkeepers. It covers the full client-facing flow: quotes, estimates, proposals, contracts, invoices, receipts and credit notes, each with a live preview and a clean PDF. Card payments run on your own connected Stripe account. The charge is created directly on your account, so only Stripe's standard processing fee applies and no platform sits between you and your payout. Requirements Memory lets you set how each client must be billed once (billing email, PO format, terms, currency) and applies it to every future invoice. A Payability Check flags common reasons an invoice gets delayed before you send. On the Pro Autopilot plan, reminder sequences run before and after the due date and stop when payment lands, and recurring invoices handle retainers. StitchInvoice is not accounting software: no chart of accounts, no inventory, no tax filing.Starting Price: $19/month -
48
LuckPanda
Vynara Technologies
LuckPanda is a browser-based business app for small businesses and freelancers. Sales creates quotes, invoices, pro forma invoices, receipts, credit notes, sales orders, recurring invoices, payment links and reminders in multiple currencies, with country-specific tax formats. CRM manages clients, contacts, leads and pipelines. Finance supports payments, accounting, banking and reports. Compliance covers GST, e-invoicing, e-way bills and verification. Purchasing and Inventory are in development; planned tools include vendor and purchase-order workflows, bills, item and warehouse records, and stock movements. Drafting, editing and branded PDF downloads are free; paid modules are required to issue or send documents, collect payments, or download clean PDFs. The REST API and MCP server support authorized searches and drafts; people approve external actions. Free tools include invoice, quote and receipt generators, GST, VAT and sales-tax calculators, and GSTIN and IBAN checkers.Starting Price: $2.99/module/month -
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Kaliun
Kaliun
Kaliun is construction CRM and project management software for residential remodelers, general contractors, home builders and specialty trades. Manage contacts, sales pipelines, proposals, job costs, invoices and client decisions in one workspace. Build detailed estimates with scope, cost codes, markup and allowances. Compare budgeted costs, committed expenses and actual payments. Request subcontractor bids, manage milestone billing, collect electronic signatures and coordinate schedules, tasks and workflow automation. A client portal keeps proposals, invoices, contracts and selections accessible to customers. Kaliun is available on the web and iPhone. Founded by Tomer Amar, Kaliun launched in 2025 in Tampa, Florida. Request a guided demo to review your construction workflow. Pricing is $279/month, or $2,868 billed annually ($239/month equivalent).Starting Price: $239/month billed annually -
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Travel Tree
Travel Tree
Travel Tree is a browser-based travel operations platform for destination management companies, tour operators, and travel agencies. It combines an AI-assisted itinerary builder and quotation calculator with tools for importing existing itineraries from files or links, editing trip plans, managing prices and optional services, and sharing branded proposals through secure client links. The platform also includes a travel CRM for inquiries, clients, and suppliers; booking and payment workflows; invoices; supplier price-list handling; and client-facing trip documents such as vouchers and booking references. Teams can publish itineraries on their own websites, prepare proposals in multiple currencies, and translate itinerary content for travelers. Travel Tree is delivered as a cloud web app and is used to organize trip planning, sales, and post-booking operations.Starting Price: €37/month
