Alternatives to Clientjoy
Compare Clientjoy alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Clientjoy in 2026. Compare features, ratings, user reviews, pricing, and more from Clientjoy competitors and alternatives in order to make an informed decision for your business.
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1
Pipedrive
Pipedrive
Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier. -
2
Shape Software
Shape Software
Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today. -
3
Portal Wholesale CRM
Portal Wholesale
Portal Wholesale is a wholesale sales platform built specifically for fashion and B2B wholesale teams, combining a wholesale CRM, order management system, meeting scheduler, and retail buyer marketplace into one unified platform. Designed around the real workflows of wholesale sales reps and showroom teams, Portal Wholesale helps brands manage accounts, pipelines, orders, seasonal linesheets, outreach, and buyer relationships without relying on spreadsheets or disconnected tools. The platform allows sales teams to work directly from Gmail using a built-in CRM extension that automatically syncs emails, tracks conversations, shares linesheets, and logs activity into the CRM in real time. Portal Wholesale also includes scheduling tools optimized for fashion markets and trade shows, allowing teams to coordinate appointments, showroom visits, and buyer meetings with built-in booking rules and availability management. -
4
monday CRM
monday.com
monday CRM is an AI-powered customer relationship management platform designed to help businesses manage their sales processes more efficiently. It centralizes leads, contacts, deals, and communications into a single, easy-to-use workspace. The platform uses automation to handle repetitive tasks such as lead assignment, follow-ups, and activity tracking. It offers customizable workflows that can adapt to different sales cycles without requiring coding. monday CRM provides real-time dashboards and reports to give visibility into performance and pipeline progress. It also includes tools for email sequences and engagement tracking to improve customer interactions. The platform integrates with a wide range of business tools to streamline operations. By combining automation and visibility, monday CRM helps teams close deals faster and increase revenue.Starting Price: $10/seat/month -
5
Scoro
Scoro
Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: – Get a complete overview of your sales funnel and upcoming work – Estimate scope, track progress and budget burn, and bill for work in one system – Plan ahead with live heatmaps and utilization forecasts – Log time with built-in timers and auto-populated timesheets – Understand margins with role or service-level insights – Automate time & material, fixed-fee, and retainer billing – Track project income based on pipeline and committed work – Save time with automation and data-driven suggestions – Monitor progress, profitability, and capacity in real time Scoro gives you end-to-end visibility across your business.Starting Price: $19.90/month/user -
6
Smartsheet
Smartsheet.com
Smartsheet is an award-winning work management and collaboration platform built to help teams have less talk and more action. With Smartsheet, organizations have access to a powerful platform that enables them to open more doors for new ideas, customers, and revenue. Featuring a spreadsheet- like interface, Smartsheet offers tools such as file sharing, Gantt charts, work automation, portals, dashboards, and so much more.Starting Price: $14.00/month/user -
7
Productive
Productive
Productive is the all-in-one professional services automation platform built for agencies, consultancies, and service businesses. Manage projects, resources, and finances in one place — with real-time visibility across your entire company. Create deal flow, get sales organized with overview of Sales Pipeline. Collaborate on tasks and track time with simple time tracker. Find bottlenecks that cost you money and consume your time. Avoid collisions, burnouts and overbooking with Resource Planning features. Track Profitability for fixed price and hourly projects. Do all the billing and invoicing, for recurring or one time projects.Starting Price: $10 per month/user -
8
Salesmate
Salesmate
Salesmate is an all-in-one marketing, sales, and client services CRM platform. It is now time to bring all of your departments together using one powerful CRM. Salesmate will enable your business to build and nurture strong lasting relationships which will increase your company sales. Salesmate gives you a 360-degree view of all of your contacts making it the one source of truth. This helps your sales team take their leads through the sales pipeline with all relevant information at their fingertips. Marketing & Sales can organize campaigns together with one focused goal. Your CS team has the ability to identify upsell opportunities to drive more revenue for your business. The best part getting started only takes a few minutes. Start your free trial today and see why Salesmate will be your #1 choice.Starting Price: $12/month/user -
9
Claritysoft
Claritysoft
Claritysoft's flagship solution, Clarity CRM, delivers a unique blend of simplicity, utility, and flexibility. Clarity CRM provides powerful marketing automation, sales automation, customer service tools and much more in an intuitive, completely customizable interface. Clarity CRM was designed with considerable focus on usability, and built to enhance the user experience and maximize user adoption. Clarity CRM gives you enterprise power and functionality at a fraction of the cost.Starting Price: $39.00/month/user -
10
Ravetree
Ravetree
Ravetree is an all-in-one platform built for client service businesses that demand more than just basic project management. With Ravetree, you can forecast project budgets, track actual spend, and gain instant insights into fees, costs, and profitability—keeping every project financially transparent and on track. Our robust time tracking and billing features allow you to create client-specific rate cards with customizable start and end dates, ensuring billing accuracy and flexibility across all engagements. Assign multiple team members to the same task, each with their own bill rate, work role, and time estimate, so you can accurately reflect the unique contributions and costs of every specialist involved. Ravetree streamlines invoicing, resource planning, and client collaboration, eliminating the need for spreadsheets and disconnected tools. For businesses that need a platform that truly supports their unique needs and drives client satisfaction, Ravetree is the clear choice.Starting Price: $29/user/month -
11
Prezly
Prezly
Prezly is your dedicated CRM for PR teams. Manage your contacts, pitch journalists, and publish stories that get real coverage. In a nutshell, Prezly is a tool that gets your story in front of your contacts in the cleanest, simplest, most pain-free way possible. Basically, it brings together all the functionality that’s core to PR, and integrates it to make the work you already do go way, way further. Here’s what that boils down to: - A CRM system your whole team can use to organize all their contact lists in one place - An email pitching tool for getting your story into people’s inboxes, and not their spam - A multimedia editor for publishing press releases that look great - Online (branded) newsrooms to increase reach and house all your stories and assets - A coverage log that connects with your email campaigns to make reporting so much easier And clear and actionable engagement analytics on all of the above. Start a free trial to try it for yourself!Starting Price: $90/month per user -
12
HoneyBook
HoneyBook
HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With their business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant. This all-in-one management platform streamlines business processes, from first inquiry to final payment, so business owners can spend less time on administrative work and more time focusing on what got them passionate about their business in the first place. With their proposals, invoices, contracts, payments, and scheduling at your fingertips, HoneyBook gives you everything you need to give clients an unforgettable experience.Starting Price: $19 monthly ($16 annually) -
13
Worksuite
Worksuite Inc
Worksuite is a smart, user-friendly freelancer management platform. We make it easy for small and large companies to onboard, manage cross-border payments to all your freelancers across the globe with just a few clicks. Take care of compliance, reporting, and project management in a fraction of the time. From small start-ups to the world's biggest organizations, Worksuite is a complete solution providing powerful features and flexibility for every stage of business growth. Worksuite fuels the contingent workforce of agencies, publishers & enterprises like Disney, Microsoft, and Vox. If you manage thousands of freelancers, it will transform your operations.Starting Price: $500 -
14
Zomentum
Zomentum
Zomentum is a sales acceleration platform built exclusively for IT Partners that combines pipeline management, proposal and quote builder, sales automation, and reporting & analytics to enable frictionless MSP selling. With Zomentum, you can create documents 70% faster, increase deal value by 600%, and convert 100% more often. Thousands of MSPs use Zomentum today to generate more revenue, shrink sales cycles, and make buying easy. We've helped our customers generate close to $100M in revenue. Our mission is to nurture a strong and trusted IT partner network, revolutionizing the IT buying process so it is more enjoyable and more human for the world's small and medium businesses.Starting Price: $99/month (up to 2 users) -
15
Miro
Miro
Keep your team's minds in sync with Miro (formerly RealtimeBoard and AWW app). A virtual whiteboard and remote collaboration tool, Miro helps cross-functional teams work more efficiently together to build great things. The platform allows teams to ideate, visualize, and share ideas without any boundaries. It comes with over 200 pre-made templates for capturing and visualizing ideas, collaboration tools such as comments, chat, screen sharing, and video chat, and integrations with popular business tools. Miro AI. You and your team, supercharged. You're here to create the next big thing and we're here to help. Unlock the power of your ideas with Miro AI – your new launchpad for creativity, collaboration, and productivity.Starting Price: $8 per month -
16
SPOTIO
SPOTIO
Increase Activity, Set More Appointments, And Drive Revenue With Less Effort. The Spotio Mobile App Helps Your Reps Stay Productive And Organized In The Field. This Gives You The Visibility You Need To Improve Field Sales Performance And Get Real-Time Data. Keep your reps organized with appointments, tasks, routes, sales activities, and lead notes all in one place. Get automated data entry so your field reps can be more focused and productive in the field. -
17
folk
folk
folk is the CRM that works for you, not the other way around: it's lightweight, customizable, and powered by AI. folk's mail merge software lets you send emails in bulk, with as much customization as you want, from your own domain. Forget time-consuming copy-pasting; now you can build out your CRM with ease using folkX. Take the legwork out of collecting contacts for prospecting, hiring, fundraising, and much more. You can also use folk with 4000+ Integrations to build powerful automations with your favorite tools: Typeform, Webflow, Calendly, Slack, Airtable, and many more. Impress contacts with your thoughtfulness: make notes in folk whenever and wherever you interact, so you never forget a detail.Starting Price: $20 per user per month -
18
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 -
19
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 -
20
Scope
The Virtu Group
Some of the world’s biggest agencies and advertisers are using SCOPE to better manage, price and track their scopes of work and budgets. With all of your scopes of work in one place, teams can view, collaborate and approve deliverables, tactics and budgets from anywhere. There’s a single, accessible source of truth. Managing scopes in one tool gives everyone a shared view of the work being delivered and the progress being made. SCOPE is the only scoping platform connecting agencies and advertisers across markets. The only tool designed for real-time collaboration across disciplines, teams, markets and agencies. Working together for success. From one office to a global network of agencies and advertisers, SCOPE gives every group a single point of visibility and place where scopes are collaborated, tracked and analyzed. Smart decisions come when everyone speaks the same language. Transparency creates trust and opens the door to analysis.Starting Price: $258 per month -
21
Insightly
Insightly
Know your customers and grow your business with Insightly. A powerful and easy to use customer relationship platform for small and mid-size businesses, Insightly enables teams to accelerate sales, build relationships, and deliver projects on time. It offers native integrations to Gmail, Office 365, MailChimp, and other popular applications. Insightly also offers tools to help companies manage contacts throughout the sales lifecycle, track customer relationships, monitor their sales pipeline, and more.Starting Price: $29.00/month/user -
22
Senegal Software
Senegal Software
CRM, finance, workforce management software, and more. Manage every aspect of your business. Pick the modules you need and begin saving time and money. Staffing Simplified Our founders have more than 20 years of experience in the staffing industry. During that time, they built, and rebuilt an internal platform that helped their team work smarter, not harder. One day a competitor saw what our founders built. She said that every other company in the industry was struggling to solve the very problems their internal platform had fixed. She suggested that they should make their platform available to everyone. In 2016 Senegal Software was born. The result is a modular platform that lets you run your business from anywhere, on any device. Today our software helps clients save time and money, all while increasing productivity. And we do not stop there – our team continuously works with clients to find new ways to automate and simplify staffing.Starting Price: $25-$55 month -
23
FunctionFox
FunctionFox
Ditch paper timesheets, post-it timelines, and Excel spreadsheets for tracking projects once and for all. FunctionFox, a robust project management and time-tracking software, offers the perfect alternative to help businesses increase productivity and efficiency. Built for creative professionals, advertising agencies, and in-house creative teams, FunctionFox comes with simple, intuitive, and powerful tools for tracking projects from concept to completion. Thus, reducing admin time and making workflows trouble-free.Starting Price: $35.00/month/user -
24
Workamajig
Workamajig
All-in-one creative collaboration platform. Workamajig is a fully-integrated workflow management solution for advertising agencies of all sizes. Tackle scheduling, budgeting, and every other aspect of project management. Workamajig's responsive web design works seamlessly on your phone, tablet and computer. It's that easy. Collaborate with your team, clients and vendors. Our approval process means no communications are missed. Organize project details, calendars, schedules, and anything else you need into one easy-to-use dashboard. Project requestors can use the client portal to easily submit new requests. Requests are automatically routed to the appropriate approvers. Requests can be re-routed to request additional information or clarification. Upon approval, one simple click creates a project that's ready to go. See which member with the right skill set has availability for your project. Team members update their tasks which dynamically updates the project schedule and budget.Starting Price: $38.00 per user per month -
25
ProSonata
ProSonata
ProSonata speeds up and simplifies your project management! The cloud-based agency software is designed for small to medium-sized agencies, freelancers, and project-based service providers in the GSA region. It offers a comprehensive suite of tools to streamline project management, time tracking, invoicing (including e-invoice and XRechnung), and task organization (Kanban boards and Gantt charts to manage tasks and resources), contact management and reportings. The platform is fast, user-friendly, easy to learn and accessible across devices, including Mac, PC, and tablets. ProSonata offers low-priced and flexible subscription packages tailored to the size and needs of your team. Optional add-ons are available to enhance functionality. ProSonata is created, hosted and supported in Germany since 2011 . With ProSonata you work conform the DSGVO and in accordance with the requirements of GoBD. For more information or to try a free demo, visit prosonata.de.Starting Price: €8/month for 1 User (Basic) -
26
Mosaic
Mosaic
Mosaic is an AI-powered resource planning and workforce management solution that increases profitability and productivity. It integrates with most project and financial management software to automatically gather data and show who is working on what, when. Teams can then accurately bill and forecast, effectively manage capacity, and strategically plan workloads. Mosaic rescues organizations from clunky spreadsheets and gives them the true big picture. Get started today with a free 30-day trial.Starting Price: $9.99 per user per month -
27
WeKowork
WeKowork
Work easier with your team. Want to discover WeKowork? Try WeKowork in beta and free version on app.wekowork.com. You can already take advantage of many features to easily manage your projects. Task management tool – Wekowork is 100% adaptable to your project. Share with your colleagues, friends or customers the progress of your project. Then become Koworkers thanks to the first project management tool including all the key features for an effective PMO. Define together the objectives of your project as well as the roles of each and the key milestones. This gives you an overview of your work and the progress of each task. Project management applications : simplify your project planning. Build your project through our application and let yourself be guided by the proposed key steps. Indeed, you can create lists of actions to be done by theme, assign them to members of your project team, indicate key dates and deadlines, status, risks.Starting Price: $4.90 per user, per month -
28
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 -
29
Hub Planner
Hub Planner
DRIVING RESOURCE MANAGEMENT, SCHEDULING AND TIME TRACKING FOR SOME OF THE WORLD’S SMARTEST COMPANIES. Hub Planner brings together transparent Resource Scheduling, Timesheets, Vacation Management, Resource Requesting, Project Management and Reports all under the one service in a smartly designed, easy to use and intuitive software that makes planning simple. Get the ultimate birds eye view of your resource management and team with Hub Planner. Quickly view resources availability, utilization and schedule your team on projects using Hub Planners interactive drag and drop Scheduler. Empower your team with Timesheets. Measuring the actual time reported via timesheets versus the forecasted time via the resource scheduler gives you valuable insight into your teams performance. Download , share and view real time analytics for all your projects & resources. Use the dashboard to track real time resource and project performance making resource management a pain 30 Day Free TrialStarting Price: $7.00/month/user -
30
ADvendio
ADvendio
Effectively buy & manage cross-media campaigns with a media buying solution built for advertisers and agencies. Maximize direct & programmatic revenue with a fully integrated ad sales solution for publishers and agencies. Allow stakeholders to conveniently plan, execute, and manage campaigns from your own branded self-serve ad portal. For direct and programmatic advertising with integrations to leading ad servers, ad exchanges, SSPs, and DSP’s. End-to-end features for print ad management with a comprehensive real-time booking calendar to easily manage campaigns. All core out-of-home advertising processes are covered including inventory and price management. ADvendio is built and operated on the Force.com® platform and therefore backed by the security and scalability of a trusted name in cloud computing. This platform helps us support business needs with powerful APIs and mobile-ready tools. -
31
Taskeo
Taskeo
Taskeo strives to become a go-to tool for all those service companies that grew tired of using several apps to manage their activities. The platform’s integrated solutions include project management, appointment scheduling, CRM, time tracking and billing. It’s an excellent tool for service businesses such as law firms, agencies or consulting companies that need assistance in their business and practice management. The platform’s ultimate goal is to simplify the business management so your company can focus on what’s really important: taking care of your customers and growing your business. Taskeo requires one account to access all the functions. Thanks to this, you need fewer tools to get more done.Starting Price: $5 per user per month -
32
Marketing 360
Madwire
Deliver amazing results for your sales and marketing campaigns with Marketing 360. An award-winning platform built for small to medium-sized businesses, Marketing 360 combines digital marketing software and dedicated marketing services to help SMBs grow. The platform's top features include a powerful marketing CRM, UXi Rainmaker Websites, Natural Listing Ads, Top Placement Ads, Social Targeting Ads, On-Demand Marketing Services, and more. -
33
Birdview PSA
Logic Software
Birdview PSA provides professional services organizations with a single source of truth. The result is better visibility at all stages of the service delivery lifecycle, enabling data-driven decisions, collaboration and increased synchronization at crucial handoff points. Birdview PSA offers deep project management functionality along with resource optimization, project accounting and a powerful set of tools for monitoring and optimizing at both the project and portfolio level. With Birdview PSA, services organizations can enjoy rich functionality without the usual trade-off of a months-long onboarding process and without compromising their budget. This is made possible by a more intuitive user interface and seamless integration with CRMs, ERPs and thousands of other applications.Starting Price: $13.50/month/user -
34
Adobe Workfront
Adobe
Adobe Workfront is a collaborative work management solution that addresses the challenges of disconnected teams, siloed tools, and the relentless pace of enterprise work. Workfront helps you build a marketing system of record and includes capabilities to capture and plan, assign and execute, and deliver and measure work in a variety of use cases for organizations of all sizes in all industries. With Workfront, these organizations can prioritize the right work, quickly identify bottlenecks, automate processes, and deliver measurable outcomes. -
35
Project.co
Project.co
When communication, files, and project assets are spread across multiple tools things go missing, nobody has all the information, and projects can be difficult. When work happens in one place you have a single source of truth with all communication, tasks & files available to everyone. Projects run smoothly! Create a project for anything; internal meetings, marketing campaigns, client projects, office parties, etc. Then add the right people and tools for the job. Your project team has visibility of everything so nothing gets lost and the project runs smoothly! In many project management tools inviting and working with clients is an afterthought. Not in Project.co. We believe that inviting your clients to collaborate with you is where the real magic happens. Add the right tools to every project. Choose from our core tools such as discussion, tasks, files, payments, time, and notes. Or embed the other tools you use so you have everything in one place for everybody to see.Starting Price: $10 per month -
36
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 -
37
OpenProposal
OpenProposal
OpenProposal is all-in-one proposal software that helps freelancers, agencies, and small businesses close deals faster. Create professional proposals with a drag-and-drop builder, collect legally binding e-signatures, and get paid instantly via Stripe integration. Features include customizable templates, real-time tracking, analytics. Replace separate proposal, e-signature, and invoicing tools with one simple platform.Starting Price: $29 -
38
ReportGarden
Report Garden
ReportGarden is a marketing agency software that serves as a central hub for marketing agencies looking to streamline and simplify client and campaign management and reporting. With ReportGarden, online ad agencies can easily create performance reports and invoices, manage campaign budgets, perform site audits, and much more. ReportGarden also provides tools for sending customized project proposals, controlling budgets, and keeping track of all the deliverables. -
39
Connexify
Connexify
Connexify is the fastest way for agencies, freelancers, and consultants to get access to their clients’ marketing platforms. Everything happens in one place, using just one link. No more endless email chains, confusing instructions, or delays. With Connexify, your clients can connect Google Ads, Meta accounts, Shopify stores, and more in just a few clicks. You save time, reduce friction, and speed up your onboarding process. We currently support Google Ads, Google Analytics, Google Tag Manager, Google Business Profile, Google Merchant Center, Facebook Pages, Meta Ads, Instagram Accounts, Meta Pixel, Product Catalog, and Shopify. We're also working on adding platforms like WordPress, Stripe, PayPal, and Webflow. Here’s how it works: You send your client a personalized link. They open it, choose what to connect, and approve access in seconds. For platforms with API limitations, we provide short and easy video instructions so your clients can still complete the process quickly.Starting Price: $33/month -
40
SpecBot
SpecBot
SpecBot is an AI-powered proposal generator for freelancers and small agencies. Fill in a short intake form — client name, project type, budget, timeline, requirements — and get a complete, professional proposal in seconds. Every section is fully editable so you can customize tone, pricing, and scope before sending. Share proposals via a branded client link instead of PDF attachments and get notified when clients view them. Free tier includes 10 AI proposals per month. Pro plans from $12/mo for 50 proposals.Starting Price: $12/month/user -
41
DAXRM
DAXRM
DAXRM is the first all-in-one digital agency extended relationship management solution — created by marketers, for marketers. With DAXRM you have your entire campaign analytics at your fingertips. Explore PPC, organic and social media campaign performance, track traffic and conversions, identify opportunities and streamline your analytics reporting. Through the Google Looker Studio integration you can generate customizable reports at the push of a button. Create impressive and compelling branded client reports with white labeling functionality. With DAXRM rank tracking you can track your keyword rankings for any location across any device, all in real-time. Compare time periods, analyze ranking fluctuations, check Google and Bing positions, and gain actionable insights into your SEO campaign. DAXRM’s range of marketing connectors includes Google Ads and Analytics, GMB, Facebook and Instagram, Bing, Xero and more.Starting Price: $0 for 1 Accounts -
42
AgencyAnalytics
AgencyAnalytics
AgencyAnalytics is the #1 cloud-based marketing reporting software for agencies. Save time, boost revenue and impress your clients with insightful reports and live marketing dashboards that show your full marketing impact. Monitor all of your marketing channels in one place. AgencyAnalytics integrates with more than 60 platforms to report on SEO, PPC, call tracking, social media, email marketing, and more. All fully branded for your agency. Give clients login to the interface or app as if you built the platform in-house. AgencyAnalytics includes a full suite of SEO tools designed to streamline your agency. Track rankings, monitor backlinks, perform technical SEO audits, and track the competition with our built-in SEO tools. Whether you’re an established agency or just getting started, AgencyAnalytics offers simple, scalable pricing starting at just $49 per month. Try it free for 14 days, no credit card required. Start your free trial now!Starting Price: $60.00/month -
43
Bonsai
Bonsai
What if you could run your entire business in one place? Bonsai is the only business management tool that combines CRM, invoicing, accounting & banking. No more "Managing my projects, contracts, and invoices is a time-consuming hassle." Generate custom contracts by picking from 1000+ templates in Bonsai’s library, and get paid faster by creating professional invoices in seconds with global payments and automatic reminders. No more "Tracking my expenses stresses me out." Track your income and automatically categorize your expenses to maximize write-offs. Say goodbye to spreadsheets & tax stress and hello to a bigger tax return. No more "Managing my clients’ expectations is hard." Use Bonsai's simple CRM to manage your clients and projects, and keep track of what matters. Turn new leads into clients, and clients into recurring business. Grow your business in no time while Bonsai takes care of the rest.Starting Price: $17 per month -
44
Thryv
Thryv
The end-to-end client experience software for growing small businesses. Get the job, manage the job, get paid and get credit online with Thryv. Thryv is a secure, easy to use small business management platform that automates tasks and puts your customers at the center of your business. ThryvPay can help services businesses save thousands when you accept and process credit card and ACH payments. Take advantage of next day funding, automated recurring payments, client-side convenience fees, QuickBooks integration, automatically scheduled payments and more. Desktop, tablet, or app on the go, Thryv puts the complete business management and exceptional customer service at your fingertips. Thryv works with the digital tools you’re already using to run your small business, streamlining the way you work. -
45
deals&projects
deals&projects
Work smart - with THE software for agencies. With our integrated workflows you save time in project organization and find all project information in one place. See at a glance what the order situation is in your agency and with which customers you should be active. Integrated workflows guide you from the first contact to the finished project. The entire communication around contacts and projects in the history (CRM). Sales forecasts, utilization, project results, analyzes and much more. deals & projects is more than just software for agencies and agencies are more than just customers for julitec. As pioneers in a new world of work, we are the perfect partner for sustainable agencies. There are no rigid hierarchies, fixed working hours and locations with us. We work self-motivated, self-determined and distributed all over the world.Starting Price: €29 per user per month -
46
Azor
Kempen Automatisering
Manage all your projects, processes & customers for all employees in one solution. Azor is built on the rock-solid fundament of FileMaker database software, trusted daily by millions of professionals. Manage all tasks easily and clearly. No more wasted hours, but correct invoices immediately. All communication regarding a project is immediately clear. Azor is a central point for all information related to your projects. You have direct insight into project information such as budget, profitability, budgeting, involved participants, activities and costs. All your client and contact information easy to understand. Azor supports you in assessing leads & prospects per branch, sector or sales channel. In combination with the to-do module, you can schedule and check off all sales processes. You may try it free for 30 days after which you can simply purchase a license key. This allows you to keep all your information after activating the demo.Starting Price: $599 one-time payment -
47
Accelo
Accelo
Accelo is an AI-powered Professional Services Automation (PSA) platform that unifies pipeline, projects, resources, and financials in one intelligent system — so firms can move from operational chaos to profitable growth. Built for consulting, accounting, engineering, architecture, marketing, and IT services firms, Accelo connects every stage of the client lifecycle from quote to cash. Embedded AI flags project risks early, predicts outcomes, optimizes resource utilization, and delivers real-time financial visibility — so you know what's coming, not just what happened. Unlike disconnected tools and spreadsheets, Accelo eliminates revenue leakage from untracked hours, scope creep, and manual admin. Teams recover billable time, protect margins, and scale with confidence. Key capabilities: project management, time tracking, resource scheduling, CRM, billing, retainer management, and real-time reporting — all in one platform. -
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QuoJob
QuoJob
No matter how large your advertising, event or media agency is, thanks to our intelligent modular system, you can put together your own tailor-made QuoJob version. Be inspired by our exemplary software editions. You travel a lot? With QuoJob Mobile and QuoJob App you are mobile and have online access to your agency data anytime and anywhere, simply put appointments and to-do’s in your pocket and make time recording very convenient even when you are away from office. The QuoJob Cloud offers an inexpensive introduction to our agency software. Select one of the prepared editions and use it at an affordable fixed price, including web service, maintenance, backups and premium support hotline. “More time for real business” is our promise to you as users of our software solution for marketing departments, advertising, event and media agencies. You all share one goal, namely to achieve the very best result for your customers with as little effort as possible. -
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Kytes
Kytes
Kytes PSA is an enterprise-class low-code/no-code software platform for digitizing & automating business processes for project-based industries like IT Software & Services, Consulting & others. The key capabilities include Opportunity Management, Project Estimations & Automate Proposal Making, Project & Delivery Management, Project Financials, Resource Management, Timesheets and Leave Management, Billing Automation, and New Product Development (NPD) for Pharma & others. Some key differentiators are integrated rule-based Workflow Management, Estimation Engine, Proposal & Documents Editor, Resource Allocation Engine & so on. ProductDossier PSA provides the following outcomes: 1) Improved Project profitability by 5-10% 2) Improved resource utilization resulting in higher overall revenues 3) Reduced DSO by generating accurate invoicing on-time 4) Increased winnable proposals due to accurate estimations -
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Industrytics
Industrytics
Make important decisions using your key metrics and data from sales, marketing, accounting, human resources, project management, manufacturing, purchasing and more, and use stakeholder feedback to understand the "what" and "why" of all your business data with AI Understand supported insights and drive improvements for your business. Automated collection, storage, visualization and consolidation of the most important key figures, data and feedback through artificial intelligence. Tailor-made recommendations for action generated by AI for your company. Data-based decisions that help you achieve your business goals. With Industrytics, you continuously collect and connect data and key figures through interfaces to your software applications (ERP, CRM, accounting systems, time management, HR software, Excel spreadsheets, etc.) and receive feedback through automated feedback surveys.