Alternatives to Inshop CRM
Compare Inshop CRM alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Inshop CRM in 2026. Compare features, ratings, user reviews, pricing, and more from Inshop CRM competitors and alternatives in order to make an informed decision for your business.
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KonstructIQ
KonstructIQ
KonstructIQ is an AI-powered construction and financial platform designed for residential general contractors, remodeling firms, and home builders. It consolidates the full project lifecycle, from fast, professional estimates to budgeting, invoicing, payments, change-order management, cost tracking, subcontractor coordination, and real-time reporting, into a single interface. Its estimating module enables contractors to build detailed bids quickly, using customizable cost codes, markup or margin calculations, and either cost-plus or fixed-price models. Once an estimate is approved, it becomes the project budget; every subsequent bill, invoice, or change order automatically updates the budget so contractors maintain accurate job costing and profitability oversight. Payments to subcontractors or suppliers are built in, and support methods like ACH, checks, debit/credit cards, virtual cards, or Zelle, and invoices can be paid directly by clients through a portal to speed up cash flow. -
2
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 -
3
vcita
vcita
vcita is an all-in-one business management app built for small to mid-sized businesses. vcita boasts a wide range of features that helps SMBs streamline daily tasks and operations and improve how they interact with clients, fueling growth and success. Top features include client and calendar management, billing and invoicing, online scheduling, lead capturing, and email campaigns. vcita also integrates with dozens of platforms, including Facebook, PayPal, Quickbooks, and more.Starting Price: $12.00/month/user -
4
BidBook
CRM Evangelist
Manage your Bids, Revenue and Projects with BidBook for Salesforce CRM. Manages relationships that drive new project demand. Submits Proposal Estimates. Manages follow-up tasks. Views estimation queue. Works or uploads estimates. Invites approved suppliers to bid on scopes of work. Manages suppliers bid process and overall budget. Produces proposal documentation. Collaborates with the team. Uses BidBook to aggregate all inbound bidding opportunity. Collects files, drawings, and addendums necessary. Assigns bids to sales and estimation to pursue. Views pending demand for projects, revenue schedules, profit analysis, and win/loss performance. Approves purchase orders. Initiates invoices.Starting Price: $30.00/month/user -
5
Salestack
Salestack
Your customers deserve a better experience. Using sales automation system. Marketing & Sales. Create, track and analysis of the marketing & sales. Marketing. Create & manage your marketing campaign with inquiry management. Sales automation. Create & manage your leads with fully automation CRM software. Invoice & Inventory. Generate invoice and track your inventory on single click. Quotation & Invoice Create, print & send on whatsapp with customize reports. Sales Order & Purchase Order. Manage employee wise sales with tracking reports Inventory Management. Track your material stock using smart CRM system. Project Management. Manage your projects with live progress. Task Management. Assign project task employee wise with task tracking reports. Project Milestones. Manage & track your project milestones with different types of reports. Ticket System. Ticket generation system with customer panel, give good service to your customer using automation.Starting Price: $40 per user, per year -
6
Simply CRM
Simply Consulting ApS
The CRM you will actually use. Gain more customers, optimize your business and earn more money - with Simply CRM! Designed for humans. We make it easy, quick & simple. Sales, marketing, support, projects, invoicing - and more! We will help you get started. Free local language support, 24/7. Integrates with all popular emails and calendars. Add events to your (and customers!) calendar. Send emails from your email address inside Simply. Check who had the last dialogue – and what it was about. See related Events, Calls, Emails, Documents, etc. Actionable: What is next step on this customer. Simply has all the tools you need - from first customer to last invoice - included in the price. Manage projects with tasks, milestones & visual overview. Never miss a deadline again! Efficiently handle customer support tickets, service contracts & subscriptions. Create Vendors, Products, Sales Orders & Invoices. Also integrates to existing ERP's.Starting Price: $25 per user per month -
7
AgileApp
AgileApp
AgileApp is a cloud-based company management solution that allows businesses to manage, collaborate, communicate, and organize their tasks, projects, invoices and leads. It is specialized for handling multiple projects at one time and it is suitable for companies of any size. AgileApp has a wide range of features available to help companies and the teams within them find a system to get things done as efficiently as possible. These features include: - Projects and task management - CRM and website/landing page builder for anv campaigns - Invoicing software - Time tracking system - Company community (with chat, calendar etc…) - Cloud file managerStarting Price: FREE -
8
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 -
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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 -
10
MergeWare CRM
J&J Technology Consulting
Manage client information with a simple-to-use interface. Maintain client/vendor history, from phone calls/emails to any action performed. Track incoming or outgoing payments, as well as create invoices! Have reports available such as Aging in/out, Invoices, Client History, plus any customized report that you may need, all the while keeping it organized to each client. Additionally, an Insurance Module is available to track QuickQuotes by the client and be able to instantaneously reproduce them by linking to your existing or customized QuickQuote. As well, this can interface with existing TIFA applications or any other. -
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Adaptive ERP
Adaptive
AdaptiveERP provides an all-in-one, user-friendly, cloud-based, customizable ERP with cyber & fraud risk controls. * Enhanced Security for all clients: Your own database & encryption key; in-built access controls & permissions & close to hack-free 2-FA login * Streamline your business. * We handle all setup. * Customised Dashboards * Messaging: internal & 3rd parties * E-Commerce with ERP *Client Relations & Customer Support * Ticketing * CRM * Issue Tracking * Efficient Document Management: Unlimited Folders/Tags; Assign files/folders to teams, depts., stakeholders or 3rd parties. Find files in seconds with search by filter/tag * Portfolio Project Management with Kanban-C & Gantt Charts * Time & Billing * Scheduling * Accounting, Financial Statements, Finance & Risk * Automated Invoicing * Online Payments * Client & Purchase Orders * Inventory & Warehouse Management * MRP * Manufacturing * Maintenance & Work Orders * Job Costing, Estimates & Quotes * Detailed ReportingStarting Price: £400/month -
12
Karlia
Karlia
Complete CRM software for customer monitoring, invoicing, accounting and projects. Need to save time and automate? Karlia: a software, adapted to all your needs, powerful functionalities but very simple. All-in-one CRM software, invoices, automated accounting, time and projects. CRM - Gain visibility on your pipelines. Manage your prospect and customer business cycles. Create custom fields. Add views to the directory. Edit quotes and invoices in one click. Create quotes in your opportunities. Turn them into invoices. Purchase order, delivery note and stock. Simplify your expense and supplier management. Add expenses with your receipts. Create recurring purchases. Manage your outstanding suppliers. Automate your accounting. Connect your bank accounts. Do the automatic bank reconciliation. Easily export accounting entries. Connect with your customers. Communicate with your customers. Share business documents. Have your proofs validated.Starting Price: $17.70 per user, per month -
13
Easy CRM
Shoppias
When your business looks at every transaction through the eyes of the customer, you cant help but deliver a better customer experience, which in turn increases loyalty to your company. Easy CRM software brings together all information from different departments throughout the company to give one, holistic view of each customer in real time. Manage and invoice projects with the powerful project management feature. Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff. Build professionals and great looking invoices. Attach files and send directly to your clients. A subscription and audience management platform that automates accounting, fulfillment and operations. Kicks off the sales process to identify potential leads, and prepare for the forecasting of those sales in production in minutes. Win more business, Get paid faster. Forget about never ending sales process.Starting Price: $5 per month -
14
CRMit
CRMit
CRMit is a simple, all-in-one business management and CRM platform built to streamline core small business operations from customer relationship management and task organization to invoicing and time tracking within a single system. It centralizes customer data in a 360-degree view so users can effortlessly manage contacts, track purchase and supplier information, and maintain detailed job and task records with linked time entries. It lets you quickly create professional invoices, proforma invoices, and quotations, supports contract management with recurring billing, and helps monitor sales opportunities through an intuitive pipeline. Jobs and tasks can be logged, prioritized, and assigned to staff, with features for notes, attachments, and real-time status updates. CRMit also offers customizable dashboards, staff management tools including GPS tracking and leave calendars, and detailed product catalog management.Starting Price: Free -
15
Spin CRM
Empera LT
Invoices issued in the Spin CRM system are transferred to the accounting system. Warehouse balances are also synchronized with the accounting system. Spin CRM system allows you to fully synchronize your email. Also link emails using BCC and CC. Linking Bank Accounts to Spin CRM. Invoices are automatically cover based on the payments received. Simple preparation of commercial offers and other documents. Automatic filling of documents according to the data in the system. Stock balances are visible in real time. Planning and placing orders with suppliers directly from the system.Document signing Smart ID and m. signature in Spin CRM system. Possibility to send an invitation to customers - sign documents. Ability to track which stage of sales you are with a particular customer. Simple task planning, sales-related communication and traffic tracking.Starting Price: $19 per user per month -
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ROI 360 by TALONOID
TALONOID Technologies
ROI 360 is a versatile, fully customized platform designed to streamline and enhance business operations, specifically for service-oriented industries. It offers a comprehensive suite of tools to efficiently manage every aspect of your business. Key Features: CRM: Manage customer relationships, track interactions, and optimize your sales funnel. Sales Management: Streamline sales from quotation to fulfillment with accurate reporting. Invoicing: Simplify billing with automated invoicing and integrated payment processing. Project Management: Oversee projects with task assignment, progress tracking, and deadlines. Inventory Management: Optimize inventory levels and manage stock movements. Purchase Management: Automate procurement and manage vendor relationships. Manufacturing: Enhance production with planning, scheduling, and monitoring tools. Maintenance and Repairs: Schedule and track maintenance to minimize downtime.Starting Price: $9/month/user -
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Tryton
Tryton Foundation
Tryton® is a registered trademark of the Tryton Fondation Privée. Any third-party using the term "Tryton" must do so only to refer to the Tryton project, and not to refer to any other project or activity, unless the reference is unrelated to the Nice Classifications (9, 37, and 42) covered in the registration. TRYTON® is business software, ideal for companies of any size, easy to use, complete and 100% Open Source. Break down your expenses and revenues by category. Follow your requests for quotation and reduce costs by grouping orders. Transform raw materials into finished products with bill of materials and routing. Check the profitability of projects and never forget to invoice customers. -
18
ERPCloud
ERPCloud.ma
ERPCloud.ma is a modular solution that brings together in a single tool several management software, its modules, intended to increase the productivity of companies and communities. Management of companies and contacts, prospects, quotes, orders, deliveries, shipments, contracts, subscriptions, interventions. Management of third parties (companies, individuals) and contacts, quotes, orders, receipt of products. Invoices and assets, banks, cash registers, special expenses, expense reports, margins, turnover statistics. Products, services, warehouses, stock movements, batch / serial number management, and expiration date or consumption on products. Management of projects, opportunities or cases, assigning all other elements (invoice, order, estimate, intervention, etc.). Users and groups, advanced permissions, vacation requests, salaries, expense reports. Events, appointments. Manually or automatically record events in the event calendar for tracking purposes.Starting Price: $27.23 per month -
19
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) -
20
Benroy Business App
YZY SOFT
Unlocked filemaker template for your’s custom app starting point. Application is the ideal solution to manage your contacts, projects, job orders, estimates, project discrepancies, leads, proposals, contracts, products, warehouses, incomes, expenses, payments, documents, and tasks, events with calendar, timesheets. It’s the smart way to manage your business! Ideal feature for a perfect business process management. Prepare activity sets (event and/or task) and assign them easily to a contact, project or sales lead. Project module allows you to define projects, tasks, and roles, track project activity; assign tasks to individuals or groups; prepare purchase orders and estimates; quickly prepare invoices and track project expenses. Track your leads and prospects, quickly prepare quote/proposal and send it to the customer. When leads are won with one click create project and track process later on.Starting Price: $999 per year -
21
Flowlu
Cloud22 LLC
A comprehensive, all-in-one solution for business management and team collaboration. Streamline your workflow and propel business growth to new heights. Experience seamless integration of powerful features: CRM: Effectively manage customer relationships through contact management, lead generation, and sales pipelines. Project & Task Management: Plan, organize, and monitor projects using intuitive tools like Kanban boards, Gantt charts, and real-time progress reports. Document Builder: Easily create professional quotes, invoices, proposals, and other essential documents. Financial Management: Keep track of revenue, expenses, and cash flow with insightful financial reports. Knowledge Base & Mind Maps: Build a centralized repository of company knowledge, FAQs, and training materials for easy access and reference. Client Portal: Offer clients secure access to project updates, invoices, documents, and communication channels for enhanced collaboration.Starting Price: $15 USD/mo -
22
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 -
23
Corcava
Corcava
The only business tool you need. Marketing, Outreach, Sales, Project Management, Invoicing - everything from finding a client to getting money to the bank! Outreach, lead generation and enrichment, popups, forms, deals pipelines and automation - everything you need to nail your sals quota! Time Tracker, bug and task tracking, kanban boards, productivity analytics, performance reviews - ace that new project! Invoicing, integration with payment processors, crypto processors, payroll, analytics, accounting - automate day-to-day business processes and focus on what matters.Starting Price: $9 per seat per month -
24
ContractQ
ContractQ
ContractQ is an all-in-one job management platform designed for home improvement and field service contractors. Built with flexibility in mind, ContractQ streamlines every stage of the job lifecycle — from lead capture and scheduling to invoicing and payments — in one centralized platform. Key features include: Lead & Job Tracking – Organize prospects, open jobs, and follow-ups in one place. Dynamic Scheduling – Assign tasks to crews and subcontractors with ease. Simple Invoicing & Payments – Integrated with Stripe to help contractors get paid faster. AI Voice Assistant – Hands-free job creation, scheduling, and notes. Customer Portal – Give clients real-time project updates and documents. ContractQ is built for roofers, plumbers, electricians, HVAC pros, and general contractors who need a powerful, accessible tool to run their business from the office, job site, or on the go.Starting Price: $39/month -
25
Firmbee
Firmbee
Manage all your company's processes with an all-in-one project management platform. Recruit candidates faster, create an effective team, organize contacts and tasks, achieve project goals, and take control of your finances. Take advantage of key features: ATS and HRMS system, CRM tool, Kanban boards, to-do lists, time tracking, free invoicing app, calendar and much more. Work your way with customization options.Starting Price: $0/month -
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Apptivo
Apptivo
Discover how Apptivo CRM Software can help attract, engage, retain and delight more customers. No more juggling between various apps. Increase your productivity and boost your client relationship by managing your Customers, Finances, and Support right from your pocket. Get all the following apps in one CRM, Invoices, Projects, Work Orders, Timesheets, Orders, Estimates, Help Desk, Expenses Reports. A simple online CRM system to store contacts, reminders, files, and communication history. If your business grows and you need more apps, feel free to add them from the App Store at anytime. Manage your sales pipeline, stay on top of employee activities, and close more deals. Track your sales and easily convert them into invoices to get paid quickly! Our mission is to reserve no effort to help our clients and their businesses to thrive and be successful. Everything you need in one cloud solution: CRM, Project Management, Invoicing & more.Starting Price: $10.00 per user per month -
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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. -
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PlanoTrak
PlanoTrak
PlanoTrak is an all-in-one operating system for construction teams, built for owners, project managers, foremen, and field workers. Upload PDF plans and pin tasks, issues, and photos to exact positions on the drawing. Run industry-standard RFI and punch list workflows, capture daily reports, safety checklists, and site photos, and keep everything tied to the right project. On the financial side, track income, expenses, invoices, and budgets per project, with overrun alerts, charts, and accountant-ready exports. An AI assistant answers project questions, suggests tasks, and auto-categorizes scanned receipts, while voice input lets crews log expenses and notes hands-free. PlanoTrak works across iPhone, iPad, Android, Apple Watch, the Mac app, the Microsoft Store, and the web — with offline support and real-time sync. A separate invite-based worker portal lets crews clock in/out and complete assigned tasks without exposing the full management interface.Starting Price: $9.99/month/user -
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Utiliko
Utiliko
Utiliko is an all-in-one business management platform for service SMBs. It combines CRM, project management, invoicing and full accounting (Chart of Accounts, Bank & Cash, purchase orders), help desk ticketing with built-in time billing, HR (attendance, leave, billable rates), email, calendar, and e-signature - in one system with a single 360-degree client record. Time tracked on tasks and support cases converts into billable amounts automatically and flows into invoices. An alternative to running QuickBooks + HubSpot + ClickUp + a helpdesk separately. -
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My Work Scheduler
Webcom Innovations
The 'My Work Scheduler', is a cloud application designed to simplify and enhance the scheduling of customer service work by offering many features such as a drag and drop work schedule calendar, Google Maps, Google Places address validation and auto-fill, setup recurring work orders, create invoices, convert work orders to invoice, record invoice payments, custom reports, text and email communications, email campaigns, and much more. Administrators can schedule work tasks for all staff on the work schedule calendar. Reassign a workers daily work schedule to another worker or move all the pending jobs of a worker's schedule from one day to another in cases of emergency, vacation, appointments or some other event. Create customer work orders and assign to staff on the work scheduler calendar.Starting Price: $9.98 per month -
31
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 -
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ServeCircle
ServeCircle Solutions
A complete services and repairs business operations management solution. Create Job sheets, manage services and generate invoices. Simple and sophisticated sales billing solution. Invoice generation and payment details. A common module to manage both products and spare parts inventory. Stock management, consumption history and stock transfers. Own multiple branches or offer franchisees? Create unlimited branches and users with just single license. Set up your entire network from day one with any of our licenses and upgrade only on more usage. A true pay as you go model. Keeping you always connected to your business. Login with our mobile application now. Provide access to your managers, technicians, front desk executives to complete assigned tasks through the app. Pickup-delivery repair services process covers request generation, pickup assignment, pick up confirmation, product receipt, inspection, service, billing and delivery.Starting Price: $20 per year -
33
strAIke
Sweet Dreams Capital LLC
strAIke is one AI-native platform where your whole digital layer lives — clients, pipeline, invoicing, content, projects — so the work and your week don't scatter across ten different tools. The AI works inside every workflow, not bolted on top. Instead of stitching together a CRM, an invoicing tool, a content scheduler, a project tracker and a chat app, strAIke runs all of those under one AI layer that understands what your business is actually doing. A deal closes and the invoice, follow-up task and record move together. What makes strAIke different is Custom Operations: you describe how your business actually runs in plain language, and the AI builds the modules around it — schema, fields, dynamic table, status badges. So the platform fits your operation, not the other way around. Built for digital businesses, freelancers, agencies and consultants. Solo founder, early access, in the open. No traction theatre.Starting Price: $19/month -
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Bizns Tool
Bizns
Bizns Tool Software best fits for list of specialty trade contractors like Electrician, Foundation and structure, Steel Structural, Framing, Masonry, Glass and Glazing and much more. Requesting bids and managing proposals is overwhelming if done using emails. Bizns Tools for construction subcontractors helps organize and participate in the projects. With Bizns Tool, creating quotes for bid invites has been made seamless. It makes it easy to keep the project managers and general contractors up to date. All charges, be it the Initial Approval Estimate or ongoing approved change orders. Bizns Tool gives a clear picture of the charges of the project. This is where Bizns Tool stands out. Simple yet powerful, it allows you to manage daily project tasks and resource scheduling.You never have to worry about missing payments again. With Bizns Tool, it enables you to keep track of project invoices and payments.Starting Price: $28 per user per month -
35
Simple CRM
Simple CRM
Simple CRM presents the Simple CRM desktop as soon as you connect to the interface. This Office presents (among other things) the day's interactions (tasks and appointments). You therefore have a clear and precise visual of your appointment reminders. Simple CRM is an online CRM software. You just need a web browser to use it. It is therefore compatible with all your devices. In addition, a mobile application allows you to work offline on phones and tablets. It is possible to manage several companies through a single Simple CRM instance, including the optional Simple ERP module that allows you to create quotes, purchase orders and invoices. HaPPi transmits between 4 and 6 potential customers to your sales representatives every day. To do this, it searches for customers in a "Big Data" database that it has created (+/- 30,000,000 company records) on the basis of an "ideal" profile that it has defined for you.Starting Price: $5 per user per month -
36
Cantel CAMS
Cantel Systems
Cantel PLM will help you track sales and seasonal production for new lines with projections based on booking trends and early sales from trade shows. Cut to order or market demand in delivery windows. Allocate fabric and production to maximize order delivery for collections, merchandise groups, co-ordinates, dye lots. Link directly to online shopping from Shopify, Drop Ship, DSCO, NuOrder, etc. Build catalogs, update inventory and get new orders, send order changes, invoice shipping and tracking data back directly from your Cantel data. No need to interact with third party software or logon to other websites. All transactions are thru the same Cantel interface. Manage private label programs: full cycle from initial design and tech packs to orders, production and cost analysis. Develop new products with custom specs, grading rules, sizes, colors, costing parameters, calendars and task schedules. Link EDI orders to production, pre-packs, advance ship notification, and more. -
37
retailCRM
retailCRM
See how your team can process orders and requests, automate marketing and analyze results. Orders from all sources are collected into a single list and distributed among operators. Each customer has overall communications history despite the channel. Triggers assign tasks to employees automatically, send messages to customers and change their data. Operators work in a single window mode - it is not necessary to leave CRM for viewing stock balances, issuing invoices, arranging delivery. Collect customer data from all sources in CRM. Make segmentation of the base taking into account this data. Set up automatic rules for increasing repeated sales. Send personalized mailings by segments. Communicate with customers in messengers in CRM interface. View all earlier information about the customers in 2 clicks. Create orders directly in CRM conversations. Check stock availability due to built-in product catalogue. -
38
Zenible
SAS Data Services Ltd
Zenible is an AI-powered business platform designed to help freelancers and solo entrepreneurs manage and grow their businesses. It combines tools like CRM, invoicing, calendar management, and meeting intelligence into a single system. The platform includes AI advisors that provide guidance on sales, growth, content, and mindset. Users can automate administrative tasks and capture insights from meetings through real-time summaries and action items. Zenible also helps manage leads, clients, projects, and financial tracking without switching between multiple tools. Its meeting intelligence feature records and analyzes conversations to improve decision-making and follow-ups. The platform integrates with tools like Stripe, Google Calendar, Zoom, and Microsoft Teams for seamless workflows. By combining automation and expert guidance, Zenible helps users run their business more efficiently.Starting Price: $27/month -
39
Centrium CRM
Innodia
Store all contacts, both people and organizations in one place. Share contacts with your team so everyone has the same view of contacts` data. Save communication history by posting notes, messages, files and photos. Share and discuss with your team to solve problems together. Add and manage deals. Track them from the first contact to getting paid. Attach tasks and contacts. Find out why you lost or won last deals. Assign and close tasks with your team. Make sure that no task is left behind. Keep track of pending and assigned tasks in shared calendars. Smart e-mail and in-app notifications will let you know whenever something important happens. Centrium will keep you up to speed. Combine multiple tasks into milestones and projects. Assign parts of work to different teammembers in order to get things done faster and keep everyone in the loop. -
40
PHP CRM
PHP CRM
PHP CRM is a web-based CRM software that facilitates you to manage leads, customers, proposals, estimates, invoices, items, taxes, staff, messaging and other important features. PHP CRM is a web based self hosted CRM software system. Below are main features of PHP CRM =>Staff (Users) and Role Management => Lead Management System =>Opportunity Management System =>Customer Management System =>Appointment Management System =>Call Follow-up History =>Files Management System =>Quote Management System =>Invoice Billing Management System =>Expense Management System =>Inventory Management System =>User Management System =>Customer Help Desk System =>Accounting Report =>GST Tax Management System =>Twilio and Textlocal SMS Gateway Integration => Restful API & IP Security =>SMTP email integration PHP CRM is 100% customizable CRM Software.Starting Price: $3 P/M Unlimited Users -
41
Commercial Moving System
FoxWyndrum Associates, Inc.
Tablet-based, customizable tool to generate onsite quotes for customer signature with direct conversion to live work orders. Seamless single-entry data flow between project management dispatch, storage, billing, payroll, and accounting. Tablet-based quote generation, onsite project management, e-delivery and signature capture. User-defined datasets and readily-deployed client-specific functionality adapt to unique workflow requirements. Unlimited users, projects, labor, equipment, warehouses, and dispatch locations with company-wide visibility. Reduced IT costs with real-time multi-location data collection and integration with third-party applications. Ad-hoc reporting for Work Orders, Projects, Project Invoices, Storage Invoices, and Payroll with user-defined classifications. Real-time Work-In-Process and Job Cost reporting. Top-view cross-organization visibility across all activity. Customer and Project Profitability reporting. Storage Revenue reporting.Starting Price: $395/month -
42
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 -
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Task2Bill
Task2Bill
Task2Bill is the only tool that comprises end-to-end functionalities to simplify your project tasks through flexible steps and reduces the need for multiple systems to manage your business. Task2Bill is the only tool that has end-to-end functionality that links your project and resources with invoicing. It converts your tasks into invoicing in simple steps and reduces need for multiple systems to manage your business. Available on cloud and accessible on any device, Task2Bill helps you manage all your projects in one place. Your clients and their teams can log-in to collaborate with your resources on projects and tasks. Divide the projects into multiple smaller tasks, assign tasks to different team members and track their progress. Use Kanban Boards to prioritize activities.Starting Price: $15 per month -
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Oscar
OscarOnline
By having your customers and prospects in OscarOnline you open up a powerful set of abilities that make many tasks quicker and easier than before. It's UK small business CRM software at it's best! No more forgetting who said what to who and when, with OscarOnline you can easily keep track of your conversations and the emails you send to customers and prospects. With your customers and prospects in OscarOnline its quick and easy to quote, issue order confirmations and invoices. No more copying and pasting from Word & Excel! So you've got a nice list of prospect emails and permission to email them, well now you can send to them directly from OscarOnline. Believe it or not, all of the above are in our Starter Package! You can view our packages which include prices via the top menu. Depending on what kind of business you are in, you may be lucky enough to use some of the more niche features of OscarOnline too. -
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Zoho FSM
Zoho
Zoho FSM is an end-to-end, cloud-based field service management platform. It streamlines operations and helps deliver unparalleled service experiences. Zoho FSM optimizes the work order management process, from receiving requests and sending estimates to creating work orders and service appointments. It helps schedule the ideal resources based on availability, skill, and proximity on the Dispatch Console. The Zoho FSM mobile app helps in handling tasks on the go. Field agents can access job details, log travel time, enter timesheets, share notes and images, and raise invoices from the job site. Zoho FSM supports one-click invoicing and online payment gateways through the Zoho Finance Suite integration. It also integrates with Zoho CRM and Zoho Inventory for customer management and inventory tracking. Zoho FSM can be tailored to suit different industries. It also allows automating repetitive tasks and connecting with third-party applications for other business functions.Starting Price: $30 per month -
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apps@cloud
APPS AT CLOUD
Apps@cloud is the worlds easiest cloud business application platform. Pick from 50+ business-boosting software applications, or even create your own without coding, all integrated in one secure cloud location. Features you’ll love: - Marketplace: Fully customizable and integrated web and mobile apps for sales, marketing, accounting and more. - Customization: No-code tools for you to quickly integrate, extend and create apps to suit your business. - One view: A 360-degree view of every customer, including related projects, quotes, invoices, and support requests. - Automation: Powerful automation to send email notifications, assign values, archive or lock records and more. -Tasks: Track and manage everything in one place. Such as in-house tasks, orders, and client project work. - Calendar: With the shared calendar, easily see and manage your entire team's workload. ...and so much more. Get started free: https://www.appsatcloud.com/system/access#Starting Price: Free -
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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 -
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Zivux.ai
Proeffico Solutions Pvt Ltd
Zivux.ai is a value-priced CRM built for SMEs across India and the Middle East. 8 integrated modules: Lead Management (capture, qualification, distribution), Pipeline Management (deal stages, forecasting, win/loss), Sales Activity (calls, meetings, follow-ups, hot pursuit), Marketing & Campaign Engine (email, WhatsApp, broadcasts, lead nurturing), Customer Support (tickets, SLA tracking, knowledge base), Task Management (assignments, deadlines, automation), Reports & Dashboards (10+ live charts — conversion, aging, agent performance, source mix, missed follow-ups, priority distribution), and HR & Attendance (geo-tagged clock in/out, leave management, monthly reports). Role-based access for Manager / Salesperson / Engineer. Native WhatsApp Business API integration, RESTful API for ERP/website integrations, AES-encrypted data layer. Zivux AI is an intelligent CRM and AI-powered sales automation platform designed to help modern businesses manage customer relationships, sales pipelines,Starting Price: $30 per month (5 users) -
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CAMS is fully comprehensive, web-based auto, recreational vehicle (RV), and farm dealer management system. Affordable and cost-effective, CAMS offers dealership's website development, hosting, and customization as well as enables users to access data on any device and using any browser. CAMS includes customer relationship management (CRM), VIN Decoder, full FI package, VIN Decoder, Buy Here Pay Here, Sales Calendar, QuickBooks integration. Key modules include service and parts, payments schedule, cars/rv rental module, reports, and more. Appointments calendar, external and internal work orders. Parts inventory, invoices and purchase orders. Profit and loss. Use phone camera to load vehicle images. Vin decoder, vehicle record upload and more. iOS and Android. Online document storage. Upload and store all your documents. Link any document to given stock#. Create partitions and folders.
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Amphis Customer
Amphis Software
Our CRM and Contacts Management Software makes it easy to manage Contacts and create Appointments, Customer Notes, Customer Letters, Quotes, Estimates, Invoices, Tasks, Statements and Job Sheets. Reminders eg Callback Reminders can be created to keep you organized including a Today view showing what is planned for today for each person. Appointments, Jobs and Tasks can be assigned to one or more people. The Appointments View shows Appointments for a given month and can show Appointments for a specific person or for everyone. Mail Merge and Email Marketing are supported as well as VoIP and sending SMS Messages. Amphis Customer can integrate with Outlook for easy handling of customer Email, Tasks and Appointments. Quotes and Invoices can be free-text paragraphs with a price for each or they can be created by selecting items from a Parts database of items that you sell.
