Alternatives to Fractional Workspace
Compare Fractional Workspace alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Fractional Workspace in 2026. Compare features, ratings, user reviews, pricing, and more from Fractional Workspace competitors and alternatives in order to make an informed decision for your business.
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1
SalesBuilder CRM
Computer Presentation Systems
SalesBuilder CRM is a cloud-based 4-in-1 homebuilder CRM software that will meet all your sales and marketing needs. Features include capturing & nurturing prospects, managing recorded sales, tracking option selections, and generating contracts. SalesBuilder CRM offers marketing features for connecting with prospects & recording activity: email follow-up, phone logger, & letters for mailing. Record prospect information and assign action items. Register manually at sales offices, import website leads or import 3rd party leads from Zillow, Realtor, BDX, etc. SalesBuilder CRM contains all sale tools needed, from start to finish: creating scenarios, recording sales, managing sale details, adding additional options, and generating contracts with optional DocuSign integration. Capture leads into our CRM software for homebuilders; record important information and promote prospects to homebuyers. Allow users to define their own registration cards to ensure all information needed is captured. -
2
DocSales
DocSales
DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort). Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document. Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it! It works with major CRMs (SalesForce, Close.com, Hubspot, Pipedrive). DocSales: (1) Uses Google Docs as Document Template + Data from CRM opportunity. (2) Prepare the document and send it to your customer to eSign it (DocSales eSign or Docusign) (3) Charge your customer when they sign the document.Starting Price: $29 / month -
3
Contra
Lexzur
Contra is an Agile Contract Lifecycle Management (CLM) and Document Automation Software designed to facilitate and speed up the generation and execution of all contracts. With Contra, any department, in any company, in any industry, can seamlessly draft, edit, redline, and collaborate on contracts, including; auto-generating legal documents from templates, designing approval centres, working with external collaborators and advisors, and even e-signing, tracking, and storing in a central searchable repository. Contra integrates seamlessly with all your favourite apps, including Google Suite, MS Word, Webex, Teams, DocuSign, Dropbox Outlook, and so many more. It’s also available in multiple languages, operating systems, and devices. Contra is made by App4Legal so it also integrates off-the-shelf with its Core Legal Management software, its Self-Serve Client Portal & its External Advisors Portal.Starting Price: $11 per user per month -
4
CompXL
HCR Software
Enjoy the flexibility of Excel plus the power of cloud computing with CompXL, a cloud-based compensation planning software. CompXL is built for compensation professionals looking for a solution that automates merit planning and incentives. CompXL eliminates manual labor, provides complete process visibility, and offers data secured behind login/password. CompXL is trusted by leading global companies, including HBO, DocuSign, Panasonic, and more. -
5
Docusign
Docusign
Docusign is a cutting-edge cloud-based electronic signature solution that empowers companies of all sizes to send, sign, and manage agreements anytime, anywhere, and on any device. Trusted by more than 250,000 companies in 188 countries, Docusign enables users to sign various types of documents such as school permission slips, business contracts, agreements, and approvals. Docusign also enables users to send and sign documents in multiple languages and provides a mobile application for Android, iOS, and Windows devices. If your organization executes notarial acts, Docusign eNotary makes the notarization process fully digital for all parties involved: senders, signers, and notaries. It enables a Notary Public to act as an in-person witness to electronic signing of documents.Starting Price: $10.00/month/user -
6
AgencyPitch
GrahAI Systems
AgencyPitch is an AI proposal generator built specifically for marketing agencies — SEO, PPC, social media, web design, and content marketing. Unlike general document tools that serve 50,000 industries, AgencyPitch ships with native retainer + setup-fee pricing, 60-second founder video pitches, inline qualifying questions, e-signature, and setup-deposit collection in a single workflow. It replaces PandaDoc + DocuSign + Stripe Invoicing for a flat $119/month covering 5 users — no per-seat charges. Average setup time is 5 minutes versus roughly 4 weeks of configuration for PandaDoc. Agencies use AgencyPitch to send proposals that close faster, collect deposits up front, and qualify prospects mid-proposal. 14-day free trial. Plans: Free, Solo $39/mo, Agency $119/mo, Pro $279/mo (annual).Starting Price: $39/month (Solo) -
7
Contract Express
Thomson Reuters
Contract Express is the plain language automation software used by our clients and their customers to rapidly draft, approve, negotiate and execute documents of any kind. With its intuitive markup, compliance, and relevancy tools, Contract Express automates and simplifies the drafting process; providing more time to focus on higher value work. Contract Express easily integrates with Microsoft® SharePoint, Salesforce, iManage™, NetDocs®, HighQ, DocuSign®, and Adobe Sign. Installation and setup is easy and requires very little technical expertise. Rely on our document automation specialists to assist you through the implementation process. Contract Express provides business users with an intuitive, self-service questionnaire to help build a contract. Questions and guidance notes are defined in the document template by the document owners. Your completed document is routed with an alert email to specific legal and/or business approvers.Starting Price: $195 per month -
8
ClientPoint
ClientPoint
ClientPoint Enterprise platform helps you easily manage document and proposal generation, automation, tracking and AI-powered business relationship workspaces (called ClientPoints) and relationship sidebar for prospects, customers and partners. Schedule, message, video conference, share content, e-sign, and pay all in one place. Propose & close deals faster, serve & grow clients better, and transform your most valuable business relationships. The enterprise platform allows for integration of your CRM, ERP, BI and other tools, or use ClientPoint end point solutions, including custom CPQ, and formentioned tools, to save on your tech stack. ClientPoint has a content library, robust document generation, storage and template creation and other tools for sales decks, proposals, RFP’s. Pricing varies depending on your company's needs, branding, and customization. For solopreneurs and basic users, there is a free ClientPoint.me platform -
9
Docshark
Docshark
Docshark combines secure document sending, read proof, e-signatures, and data rooms into one link, so you always know a document was read before it was signed. Unlike DocuSign or DocSend, Docshark handles the entire flow in one place. Share a controlled link with a password, expiry, and view limits. Track time spent on every page. Collect signatures with OTP identity verification, 20+ field types, sequential routing, and a tamper-evident audit trail. For multi-file deals, Spaces gives you a data room with an NDA gate, per-file permissions, watermarks, and a built-in Q&A inbox. Mako, the built-in AI assistant, auto-suggests field placement and generates plain-language briefings for signers. Built for agencies, founders, legal, and ops teams who send contracts, proposals, and NDAs. Free plan available. No credit card required.Starting Price: $7/month -
10
ConvergeHub
ConvergeHub, Inc.
ConvergeHub is the all-in-one CRM built to accelerate revenue from pipeline to paycheck. Designed for businesses of all sizes—from small startups to enterprise-grade organizations—it unifies Sales, Marketing, Support, and Billing into one powerful platform. Your teams can attract leads, close deals, support customers, and get paid faster—all from a single, streamlined workspace. With robust automation, deep customization, and a 360° customer view, ConvergeHub helps you manage every stage of the customer lifecycle and drive scalable growth without switching tools. Highlights: 360° customer view with omnichannel touchpoints Built-in campaigns, quotes, invoices, and support cases Custom dashboards, automation, and reporting tools Integrates with QuickBooks, DocuSign, RingCentral, Office365, Zapier, and moreStarting Price: $59 per user / month -
11
Adsignor
Adsignor
Adsignor is an operating system for ad networks managing screens across multiple locations. It integrates screen inventory management, proposal generation, booking, invoicing, and CRM into one platform. Track screens by slot capacity, location, and utilization. Generate branded proposals with AI assistance that reserve slots automatically. Convert proposals to bookings with conflict detection. Create invoices with pre-filled line items, VAT calculations, and payment tracking. Manage operator relationships through a 5-stage CRM pipeline. Access 16 analytical reports covering revenue, occupancy, share of voice, and location performance. Built-in AI drafts proposals, answers data queries, and suggests pricing. GDPR-compliant with EU-hosted infrastructure, automated backups, and role-based access. All tiers include full functionality with no seat fees - choose your plan by screen count.Starting Price: $199/month for 50 screens -
12
eDocs Express
DLL
Increase your application conversion rate and days to close with eDocs Express™ powered by DocuSign and brought to you by DLL. Close the loop on any transaction with digital access to contracts anywhere, anytime—no more printing and shipping. eDocs Express™ is used by more than 2 million users in 188 countries and available in 43 languages. Close transactions faster to receive funding sooner. Sign-in securely anywhere with an internet connection. Obtain clean and legible documents without missing data. Receive fully-executed contracts instantly delivered to your inbox. Transform your business with the use of advanced digital tools, including eDocs Express and PowerForms. Through your partnership with DLL, you will gain access to innovative digital tools, powered by DocuSign. With eDocs Express and PowerForms, you will be able to close transactions from anywhere at any time and receive funding faster. -
13
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. -
14
FuseBase
FuseBase
FuseBase - The AI-Powered Workspaces & Agent Platform for Modern Teams Workspaces that Work, Agents that Do. In FuseBase, you can automate work, unlock productivity, and deliver standout experiences to clients, partners, and employees. Create branded, secure workspaces—embed custom AI Agents to automate onboarding, support, project tracking, compliance, and more. KEY USE CASES & OUTCOMES: - Sales & Deal Rooms: Accelerate deal cycles with AI-powered workspaces, proposal generation, and instant engagement analytics. - Client & Partner Workspaces: Deliver 24/7 support, automate onboarding, and centralize resources. - Internal Collaboration: Secure workspaces and always-available departmental AI assistants. Spin up AI Agents for Sales, Support, HR, or Finance in under a minute—deploy them inside workspaces, your browser, or via workflow automations.Starting Price: $32 -
15
Project First
Project First
Verbal commands will deliver results in a fraction of the time. Statera provides you the tools to efficiently and effortlessly plan and manage your firms’ objectives. Statera's innovative design helps you initiate, execute and manage the project, from wherever and whenever, in order to meet your specific success criteria. Statera is specifically designed to meet the unique business requirements for architectural, engineering and environmental firms. We at Project First develop Statera using the latest technologies and tools to help accelerate your project-specific needs. Our voice-activated software will change the way you access information. Real-time access allows employees to update schedules, propose changes and accept tasks all on their dashboards or while tracking time. Short forms, wizards and automated guide-me functions let you quickly navigate the software and produce results from anywhere. -
16
Docue.AI
Docue.AI
Create new proposals automatically from your past proposals using AI. Sign up for free, or choose a plan that suits your team. Upload your past documents, to Google Drive, SharePoint, or Dropbox. Start using Docue to send sales proposals and quotes 10X faster. You can sign up for free, upload your past proposals, and draft new proposals faster.Starting Price: $25 per month -
17
missionX
missionX
Spend 80% less time managing work so you can grow and scale faster. The enterprise-grade transformation made it incredibly simple for every size of business. Forget multiple complex and expensive apps that will never really talk to each other and let missionX do the work for you out-of-the-box. Oversee everything from one stunning workspace. Real-time insights covering proposals, projects, clients, and even financials. Automate admin work, reduce meetings and still work how you want. missionX gives you more time to think. Reduce app fatigue and give teams the flexibility to work independently yet perfectly align to strategic goals. Track proposal effort, project revenue, expenses, and resource demand. Accurately model estimates, bid, win and go from proposal to live project, with people allocated in 5 minutes flat. An ultra-modern, end-to-end management system that manages itself right out of the box.Starting Price: $7.99 per month -
18
CocoSign
CocoSign
CocoSign is a HIPAA-compliant cloud-based electronic signature software for SMBs and professionals. CocoSign stands as the easiest alternative to DocuSign and HelloSign with competitive pricing and straightforward features, helping businesses streamline eSignature workflows immensely and get contracts signed 5x faster.Starting Price: $0/month/user -
19
Obsidian SmartDocs
Obsidian Suite
Pre-populate smart web forms with data and quickly generate NDAs, term sheets, subscriptions, KYC documents, and more. Direct integration into Obsidian Suite’s advanced client management database to track all client compliance info. Save time with our simple electronic sign-off, offered via enhanced DocuSign integration. Utilize up-to-date document status tracking and full client interaction tracking via CRM auto-feed. Obsidian’s interactive client portals cover any type of client including institutional, high-net-worth, professional firms etc. This suite offers unparalleled flexibility in client communication to suit all investment management firms. Obsidian SmartDocs is an industry-leading solution for electronic subscriptions and KYC docs for investment firms. By automating, streamlining and managing investor data flows across systems, SmartDocs helps investment firms grow faster. -
20
Studio Designer
Studio Designer
Manage your interior design projects from start to finish with fully integrated project management, time billing, product sourcing, and proprietary accounting tools. Propose, order, invoice all project items, track team activities, and much more. Digitally source items from all your vendors. Track and bill your clients for your time. Collaborate and accept payments from your clients all in one place. Manage your finances with fully integrated tools created specifically for interior designers. Run unlimited reports on financials and projects. Our cloud-based application is available wherever you are. Assign tasks to your team, collaborate on projects, and place orders with vendors on your desktop or the mobile app. With one-on-one training, online video tutorials, and an extensive library of knowledge articles, you can get up and running in no time. Studio Designer provides you with the tools to manage the execution process of your projects.Starting Price: $44 per user per month -
21
PDF Studio Viewer
Qoppa Software
PDF Studio Viewer is a cross-platform PDF reader that is reliable and easy to use. PDF Studio Viewer can annotate PDF documents and fill interactive forms. For more editing features, Qoppa Software publishes PDF Studio Standard and Pro editions. Features: -Display PDFs with high fidelity -Annotate & Markup PDFs -Fill & Save Forms -Render Digital Signatures & Layers -Advanced User Interface -Advanced Print & Search Options -Document Storage Integrations -DocuSign© Integration -
22
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 -
23
Jusnote
Jusnote
Jusnote is a cloud-based Legal Practice Management platform for law firms and attorneys. It brings daily legal operations into one workspace: matter/case management, time tracking (billable/non-billable), billing & invoicing, payments tracking, and management reporting. Built around a matter-first workflow, Jusnote keeps tasks, documents, time entries, and invoices connected to the right matter and client context—so teams stay organized and reduce admin work. Key features - Matter/Case management with full matter context - Time tracking (billable/non-billable) with quick entry - Billing & invoicing from time and expenses - Payments tracking and receivables visibility - Reports for workload and financial performance - Roles & permissions; audit trail (where applicable) - Web-based SaaS with mobile access (iOS/Android) Integrations Integrations with tools such as Zapier, Google Calendar, DocuSign, Telegram, and Viber (availability may vary by plan/region).Starting Price: $19 per user, per month -
24
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 -
25
EZcontractPro
EZcontractPRO.com
Design proposals that make sense to your average prospective client. Organized by sections and categories, your proposal will read like a story line for their project. Most clients need assistance in choosing the fixtures for their project. Allowance Items give you a space to provide your client a solid estimate. Not all proposals are signed on the first try. The addendum feature allows you to revise an estimate and clearly show the changes in contrast to the original estimate. Once the project is awarded, there's always a chance that you'll be making adjustments. Change Orders allow you to track additional work and provide a contract in writing for you and your client. Most projects will require some type of payment structure. Using the payment terms form, you can create, edit, and save payment terms for every project. Find yourself selling similar jobs? Templates can speed up the estimate writing. The options are endless!Starting Price: $19.99 per month -
26
Malbek
Malbek
Malbek is an AI-powered enterprise contract lifecycle management (CLM) platform designed to simplify and accelerate contracting processes. It offers a centralized, transparent system that helps businesses extract critical insights from contracts to improve decision-making and profitability. The platform enables fast contract generation and seamless approval workflows, increasing contracting velocity while maintaining compliance. Malbek integrates smoothly with popular business applications such as Salesforce, HubSpot, SAP, and DocuSign, providing a unified source of truth across teams. AI features embedded throughout the platform reduce manual tasks and deliver contextual recommendations to shorten review cycles and streamline negotiations. Trusted by innovative global enterprises, Malbek boasts high customer satisfaction and retention, with strong support and training resources.Starting Price: See Malbek CLM in Action -
27
Formfy
Formfy
Formfy is the AI-powered platform for forms, e-signatures, digital waivers, payments, and scheduling — all in one tool. Most businesses run customer intake on a Frankenstein stack: a form builder for the questions, DocuSign for signatures, Smartwaiver for waivers, Calendly for booking, and Stripe for payments. Five tools, five subscriptions, five places where things break. Formfy collapses all of that into one workflow. The Ai Copilot is the Wedge Describe what you need in plain English — "new client intake for my med spa with HIPAA consent and a $50 deposit" — and Formfy generates the entire flow in under a minute. The AI writes the questions, picks the field types, drafts the legal and consent language, configures payment, and gives you a shareable link or embed code ready to send. -
28
Lancelot
MarketBranch
Quickly and easily create professional proposals that represent your freelance offering with Lancelot. It only takes minutes, not hours to craft the perfect proposal with Lancelot. Our aim is to make it as simple as possible to create beautiful proposals with ease. When you’re ready, send your proposal through Lancelot and get real-time notifications when your client has viewed your proposal. Your client can sign and accept your proposal directly through Lancelot, reducing the friction of sending documents back and forth. Save time and avoid the frustration of manual formatting. With Lancelot, creating a fully customized proposal takes minutes instead hours. First impressions matter. Impress your clients with a beautifully designed and professional proposal with a premium cover image. No more printing and scanning just to get a signature! Your clients can sign your proposal online with an e-signature. -
29
Socket
Socket Digital Limited
Socket is a suite of tools for accountants and bookkeepers to level up client engagement, prevent scope creep, and protect profitability by pricing with clarity. It helps practices move from tracking leads to signing proposals and beyond into onboarding, billing, repricing, renewals, and customer satisfaction, all in one streamlined client journey. Socket lets firms build a service menu once, define services, set fees, and present options to clients in a transparent, professional way designed to protect margins. Its proposal builder helps users send polished, branded proposals in minutes, package services, present tiered options, and get client sign-off faster without relying on spreadsheets. Engagement letters can be generated directly from proposals with customizable templates that are ready to sign in seconds. Socket also connects with tools like Xero to automate repetitive handoffs between proposals, onboarding, and billing, so nothing falls through the cracks.Starting Price: $13.52 per month -
30
Koho Consulting
Koho Consulting
Built on a no-code platform, Agiloft’s flagship Contract Lifecycle Management suite (CLM) comes with fully customizable best practice functionality for buy and sell-side contract management including the features found on the wheel to the right. Automatically convert image files from .jpg, .png, .pdf and more into fully searchable documents while retaining the original image. Word and PDF templates allow users to arrange record data into printable, distributable formats that can be attached to records or emailed to stakeholders. Use our redlining feature to compare document versions and create full audit trails of edits. Create a complete contract with one click. Seamlessly place dates, fields, and formulas into a document without using ActiveX or client-side software. Convert Microsoft Word files into PDFs and PDFs into Word files directly from your Agiloft knowledgebase. When contracts are ready to be signed, integrate with Adobe Sign or DocuSign to collect signatures digitally.Starting Price: $8000 For 5 Users Per Year -
31
Teamworks
Teamworks
Teamworks keeps your team at its best by elevating your culture, eliminating distractions and building accountability at every level. Communicate effortlessly to enhance accountability and efficiency throughout the team. Send or schedule email, voice and text messages. Create specific, customizable groups for messages. Send blast text messages to groups and receive one-on-one replies. Get read receipts when a message is viewed. Ensure every aspect of your trip is exceptional by streamlining the logistics. Collect and compile data easily to eliminate time wasted tracking down information. Collect signatures with DocuSign, allowing recipients to sign on web or mobile. Protect valuable team data with military-grade security. Rest assured that all your sensitive data is protected with top-level security, robust permissions and access control. -
32
FlowCharts.ai
FlowCharts.ai
Use FlowCharts for your own personal, business, company, enterprise, educational or organizational needs to create and send surveys, forms, questionnaires, decision trees, funnels, and workflows, that are automated, intelligent and smart. Then deliver by SMS, text message, email, link, QR Code, or AI Chat Bot for your website. And thousands more areas of application. Send SMS survey text messages to your customers so you can generate positive online reviews boosting your search rankings & online reputation. Have patients pre-fill your flowchart to arrive at diagnoses and save time automating your chart notes. Seal leads and clients by having them go through your dynamic questionnaire which will output estimates, quotes and price. Decision trees are algorithms organizations use to assist them in making the best decision for their given objective.Starting Price: $49 per month -
33
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. -
34
WatchMe
Flamebrain Technologies
WatchMe is a feature-rich timer program that can be used to track time for a number of different tasks or events together or independently of one another. You can create any number of timers, give each one a name and record additional notes and information about what you are timing – a great solution for those who need to track their time for hourly billing, timesheets, and more. Have multiple timers and countdowns running at the same time. You can also set it so only one timer can be operational at a time – a great way to quickly keep only a single timer running while hopping between tasks. Timers and countdowns can display their time in a variety of formats including fractions of an hour – handy if you have enter fractions of an hour into your timesheets or billing programs. Track as many timers and countdowns as you need (grouped into multiple tabs), and add notes to each in order to keep track of work you are doing. -
35
ComplyDog
ComplyDog
ComplyDog is a hosted GDPR portal for your B2B SaaS. The General Data Protection Regulation (GDPR) requires organizations to understand their obligations, document their efforts, and regularly review compliance measures to ensure they remain effective. ComplyDog makes this easy by centralizing all your data protection and compliance efforts. When prospects ask if you are GDPR compliant, simply share a link to your compliance portal. ComplyDog lets your prospects view your GDPR compliance, request a signed Data Processing Agreement (DPA), and review your data protection and security practices. With ComplyDog, you can set up your compliance portal in one click. If you're selling SaaS, you need GDPR compliance. If you need GDPR compliance, you need ComplyDog. ✅ Get guided through GDPR compliance with checklists ✅ Share your DPA (integrates with DocuSign, Dropbox Sign) ✅ Handle data requests ✅ List out your subprocessors ✅ Showcase security ✅ Cookie widgetStarting Price: $500/year -
36
Portal
Portal
The modern client portal for innovative businesses. Let clients login on your own website to share files, sign docs, make payments, send messages, and more. One app for everything required to run a virtual business including billing, file sharing & eSignatures, messaging, intake forms, and a knowledge base. Portal lets you define precisely what your clients see. You can host Portal on your own domain and make every pixel look on-brand. Connect an existing marketing website or use our website builder to create a page optimized for professional services. Add the secure file-sharing and eSignatures module to your client portal. Replaces Google Drive, Dropbox, ShareFile, and DocuSign. Add the billing module to your portal. Give clients a branded payment experience. Replaces Bill.com and FreshBooks. Add the intake forms module to your client portal. Streamline the client intake process. Replaces Formstack and Microsoft Forms.Starting Price: $69 per month -
37
Ratiba
Ratiba
Ratiba is proposal and itinerary software built specifically for safari operators, tour companies, and DMCs. It replaces Word docs, Excel costing sheets, and static PDF quotes with one web app where your team builds day-by-day itineraries, prices them automatically, and sends interactive online proposals clients can view, comment on, and approve from any device with no login. Key features: a visual itinerary builder with reusable templates and AI-assisted planning; a content library of your lodges, activities, and parks; an automatic cost-plus pricing engine with rate cards, meal plans, seasonal rates, and multi-tier park fees; branded, mobile-optimized web proposals with comments, PDF export, and multi-language support; client CRM; and multi-user team workspaces with flat-rate, non-per-seat pricing. A modern alternative to Tourwriter, Tourplan, Travefy, Wetu, and Safari Portal for teams who want faster itineraries and premium proposals that close more.Starting Price: $49 -
38
ShortTrack
ShortTrack
Real Estate agents just click a button in their software and the order shows up! Your clients complete customized web forms, e-sign, and the data is synced with your software. Have your e-signed documents automatically sync with your title software. Eliminate re-key and time-consuming document exchange from infosheets & welcome documents with ShortTrack’s EasyDocs. Have your sellers and buyers complete their questionnaires in customized web forms and eSign with DocuSign. ShortTrack will push all the data and documents into your title production software. The entire process is automated and encrypted. Like many title agents, you have made cyber security a top issue, especially when it comes to wire instructions. Unfortunately, the real estate agents and attorneys that you work with still use their insecure email accounts as their main form of communication. Fortunately, the solution is simple.Starting Price: $10 per month -
39
Tana
Tana
Tana is an AI-native workspace designed to help users stay on top of everything without the busywork. It offers features like supertags, which allow you to instantly turn notes into tasks, projects, webpages, strategy documents, OKRs, or anything else you need. Custom feeds help you stay on top of all your agenda items, goals, investors, delegated tasks, and bugs, providing the information you need where you need it without searching. Voice memos enable you to transform voice into articles, ideas, agenda items, daily prep, or weekly reflections, serving as a productivity cheat sheet. Tana is used by forward-thinking professionals in leading tech teams. Users have praised Tana for generating incredible insights and content ideas from calls and meetings without any effort, giving significant time back to outperform as an executive, and proposing a new fundamental model for computing. -
40
Soar Payments
Soar Payments
When you submit your application, you’ll get an instant price quote to DocuSign, no offline paperwork, no faxes, and no waiting. You will automatically receive Industry Minimum pricing in your online quote. No more frustrating haggling with sales reps. When you call or email, you’ll always speak with our friendly, in-house client support team. Our friendly, in-house client support team will help you get set up. We’ll make it fast and easy. Retail businesses can choose from a traditional credit card terminal, wireless, or point-of-sale system. Whatever you choose, our retail merchant accounts will have you accepting credit and debit cards faster and for less. -
41
SuperOkay
SuperOkay
Create an amazing experience for clients with a beautifully designed interface. Manage client requests, send briefs and proposals, get client sign-off and more. Embed the apps you use in the same interface. No more app-switching. All your smart documents in a simple interface. Keep client content requests, briefs, proposals, SoWs, progress updates, sign-off requests all in one place. Each document can have action items. Your client will see a summary of everything they have to do. Help them help you deliver on time. Embed the apps you already use and give your client access. Figma prototypes, Airtable bases, Trello boards, Miro boards and many many more. Create case studies of your past work, add client testimonials and reuse them in any Proposal or Brief.Starting Price: $9 per month -
42
Aligno
Aligno
Aligno is a client feedback and approval tool for designers and agencies. Upload an image, PDF, or video, or paste a live webpage URL, and send one share link. Clients pin comments directly on the work and approve when they're ready. No login or signup required for reviewers. Most proofing tools handle one file type. Aligno covers images, live websites, PDFs, and video in one workspace. When a client approves, the version locks as a clean record of sign-off. Built for freelance designers, design agencies, web studios, and small in-house creative teams. Free plan covers your first review with link-only sharing. Pro is $18 a month flat with unlimited projects, 100 GB storage, full approval history, and email sharing. Studio steps up to unlimited storage and adds dedicated support for agencies.Starting Price: $18/month -
43
Carizma
Axicos
Carizma is an easy to use software system that manages the entire contract lifecycle – from first negotiations all the way to contract expiry many years later. It facilitates the collection and provision of relevant information and documents, supports the collaboration among different users and monitors due dates, contractual obligations and risks. Contracts can be signed using eSignature, based on DocuSign or FP Sign. Carizma – excellence in contract lifecycle management. With Carizma you can manage the entire lifecycle of your contracts easily and efficiently - from first negotiations all the way to contract expiry many years later. You can manage and control contractual obligations and risks over time, even when your team members change. You will save time, resources and money from day one thanks to our powerful document management system with automatic document versioning and customized workflows for review and approval. Everything you need is fully integrated and familiar. -
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Bidsketch
Bidsketch
Easily drop in content, fees, and designs to create persuasive proposals in minutes. Perfect for salespeople, sales teams, and anyone closing deals. Get your sales proposals signed faster with the e-signature feature by capturing client signatures online when they approve. Optionally, you can export to PDF. You'll impress clients with a custom client landing page and beautiful proposal templates. With web based proposal analytics and instant notifications, you'll know when clients open proposals or need a follow up. Bidsketch is proposal software that helps you close deals in minutes. So you can focus on your work. It's proposal management that helps you cut your proposal time in half, up-sell for more revenue, close more deals in your sales pipeline. Top businesses and sales teams have switched to Bidsketch, and thousands of people are now closing hundreds of millions of dollars, in less time than ever before. -
45
D-Tools System Integrator (SI)
D-Tools
D-Tools System Integrator (SI) is a robust end-to-end solution that streamlines critical business processes for larger projects – including sales, system design, documentation, installation, and field service management. brightness. Quickly generate accurate, professional proposals to win more business and improve client-satisfaction. brightness. Efficiently manage project budgets and adhere to clients’ needs with estimation and budgeting tools. brightness. Maximize your site visits to quickly establish project scope and budget from your iPad. brightness. Effectively manage your sales process and pipeline with CRM capabilities. -
46
Ascend
Optivation
Ascend is one workspace for the five workflows agencies run every week: forms, databases, pages, time tracking, and invoicing. Instead of stitching together Notion, Tally, Calendly, Toggl, and FreshBooks, you run the whole client lifecycle in one system that shares the same data. A client intake form writes straight into your database. Every record opens into a full page with notes, files, sub-tasks, and a built-in timer. Tracked hours flow into an invoice generated from the same record. No CSV exports, no copy-paste between apps. Built for solo consultants and small agency studios billing hourly or on retainer. Free tier to start, Solo at $19/month, Studio at $49/month, with no per-seat fees. A 30-day free trial is available on paid plans, no credit card required.Starting Price: $19/month -
47
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 -
48
Task Track
Nesa Software
Task Track is a cloud-based task and project management platform built for service-oriented small and medium-sized businesses (SMBs). It helps teams organize recurring work, manage client projects, assign responsibilities, and monitor progress through a centralized workspace. The platform enables organizations to create standardized services with auto-generated task codes, assign tasks to individuals or teams, and track work through configurable workflow stages, including Open, Pending, In Progress, On Hold, and Complete. Time-stamped notes and comments support collaboration and provide a complete audit trail. Task Track also includes client and project management features that link services to client records, automate recurring projects such as payroll and compliance work, track expected versus actual work hours, and maintain version-controlled project notes. -
49
HiddenLevers
HiddenLevers
Leading wealth management firms use the HiddenLevers Advisor Platform to gauge client risk tolerance, stress test portfolios, and build recommendations that limit risk while meeting future goals. With custom proposal generation, advisors can generate branded proposals to present risk tolerance, fee attribution, stress tests, style and sector breakdowns, and much more. HiddenLevers provides true business intelligence for C-Suites of Financial Institutions - monitor risk to assets (AUM), clients, revenue, and profitability from the entire firm all the way down to the individual advisor's book of business. With customizable monitoring and visualization of risk, asset flows, asset drift, and firm-specific KPIs, executives can manage growth and complexity in real-time.Starting Price: $300 per user per month -
50
Travel Ray
Neon Bjorn
The heart of Travel Ray – MICE business operating system is your very own client/supplier library. The software connects your data and makes the magic happen – it enhances your workflow while cutting your office man hours in half! While you easily and quickly create a stunning Proposal, Travel Ray automatically creates all other documents and calculates profits and margins in real time. Later, when your client requests a change, you deliver it with just a few clicks and it is instantly updated through the system – in itineraries, vouchers, contracts and calculations. Agents describe Travel Ray as intuitive and clients enjoy getting clear, beautiful offers full of pictures in just a fraction of the time it use to take. CEOs enjoy having instant access to a complete overview of their business. Everything you need in your day-to-day operations is now in one place, wired and connected – simplifying your sales, accounting, purchasing and finances management.Starting Price: $80.00/month/user
