Alternatives to MergeWare CRM
Compare MergeWare CRM alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to MergeWare CRM in 2026. Compare features, ratings, user reviews, pricing, and more from MergeWare CRM competitors and alternatives in order to make an informed decision for your business.
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1
BuildOps
BuildOps
Are you a commercial contractor in the HVAC / Mechanical, Refrigeration, Electrical, or Plumbing industry? Get the #1 all-in-one Field Service Management Software for commercial MEP contractors. Streamline your dispatch, quoting/invoicing, service, projects, and reports. - All your metrics can be reported from one place - Monitor field tech success, identify trends, and make data-backed decisions - Attach photos, videos and PDFs easily to invoices and quotes. - From service to projects and everything in between Automate the flow of work orders and customer data, as well as invoices, from the office to the field and back again. Your office staff can see the status of each technician, their skill set, availability, and more with BuildOps. This makes planning, from emergency service to months ahead, as simple as "drag-and-drop". BuildOps boosts your revenue, maximizes profits, and improves communication between field and back-office. -
2
Keap
Keap
Find out how Keap helps you get organized, automate daily tasks and close more leads. Keap, formerly known as Infusionsoft, is the all-in-one CRM, designed for small business owners. The smarter way for small businesses to do great work. Keap organizes your client information & daily work in one place, freeing you up from repetitive tasks. All new and existing leads are in one place. All of your client information is accessible anywhere, 24/7. Take the friction out of winning work with hassle-free scheduling and easy quoting. Get out of bill collecting and get paid faster by tracking outstanding invoices. Deliver the kind of service that earns you referrals, leading to long-term relationships (and business).Starting Price: $40 per month -
3
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.Starting Price: $199 per month -
4
Service365
Service365 Inc.
Service365 is an end to end field service management platform that manages customers and quotes, jobs, purchases, and invoicing all in one place. Scope out a quote for customer approval. Build a quote worksheet. Schedule your field service teams. Simplify project and cost management. Purchase materials and link them directly to jobs. Confirm all costs from purchase orders make it to the job. Generate invoices and send customer summaries for approval. All in one platform for a nominal monthly Service365 offers a seamless way to track customer contact data, transactions, communications, opportunities, and invoices in one place. Easy to use and extremely powerful. Plan your resources and client time today, tomorrow and into the future with confidence and commitment to your client’s success. -
5
CRM Runner
CRM RUNNER
Growing businesses face the challenges of tracking leads, task scheduling, monitoring, and other day-to-day activities. CRM Runner is your one-stop solution for field service and office management. Make impressively designed quotes with that cutting edge difference for a first impression, collect payment through emails and send recurring invoices if needed. Completely integrate your existing business email system into CRM Runner. It will help you to keep all your work on one screen and ease your day-to-day operations. Set up IVR, voicemail messages, buy local and toll-free numbers from around the world, view your call history, call hands free to any client, send mass SMS to your clients and stay up to date with contacts all from our system. Keep track of an employee’s work performance and timeclock, employees can clock in from the app and we even integrated a selfie feature to confirm the employee identity.Starting Price: $15 per month -
6
InsureCert
InsureCert Systems
InsureCert is a cloud-based insurance policy system that is suitable for insurers, managing general agents, and brokers. InsureCert features a centralized system from which users are able to create online stores and manage quotes, collect payments, and issue property & casualty policies. With InsureCert, users are able to build white labeled websites with custom landing pages. InsureCert features a multi-rater and pricing engine, which allows users to create quotes and send invoices to customers seamlessly. -
7
VendorMode
VendorMode
VendorMode is job management software for small B2B teams that want a simpler way to manage quotes, contracts, invoices, and customer communication in one place. Instead of juggling spreadsheets and disconnected tools, teams get a clear workflow that keeps jobs organized from start to finish. A built in catalog keeps products, services, fees, and taxes consistent across the team. Information moves from quote to contract to invoice automatically, reducing manual entry and helping prevent errors. Quotes and invoices can be sent to clients as PDFs, with send history tracked automatically. Keep track of billing activity with a dashboard that shows billed amounts, payments received, top customers, and aging invoices. Customer contacts, vendors, files, and communication history stay organized in one place.Starting Price: $29/month -
8
Intellistant
Infolink Technologies Pvt.Ltd
Intellistant is more than a CRM software for Business automation! Packed with all essential modules from Lead generation to Quotation / Invoice / Payment management with a smart product catalog and a fully automatic Tax calculator, real-time reporting system for field force, comprehensive inventory module to track both incoming and outgoing stock, Analytics and Reports to make quick business decisions, Intellistant works as a Intelligent Business Assistant. Dedicated database and exclusive stand alone application for each customer ensures safety and security for data and documents.Starting Price: $20.00/month/user -
9
Radius
Radius Bob
CRM for insurance agencies. Never Lose a Lead or Client again because of misplaced information, hard drive crash, corrupted spreadsheet or a tipped over file cabinet. Organize and Manage all of your Leads & Clients with Radius. An all-in-one Solution for your Agency. No need for a separate email marketing software, use Radius to send Auto Responders, Drip Marketing, Mass Emails & SMS/Text Messages. Every Radius Lead & Client has its own history, reminders & tasks, notes, information, and file storage. Also using the Radius Dropbox helps keep your organized by automatically importing emails. Integrate Radius with how you do Business. Define Custom Form Fields, Lead Temperatures, Client Status and more. Ingrate Radius with your website, quote engine, lead vendor or third party app.Starting Price: $34 per month -
10
NO-CODE CRM
No-Code Systems
NO-CODE CRM is a cloud based configurable CRM with website and client/vendor portals. Our CRM is very configurable and flexible. You can customize it to your specific Business Processes. We can configure a custom CRM based on your exact needs. We have a lot of built in tools that can be used as soon as you open an account. And we will help you customize the functionality, reports and experience based on your unique CRM needs. Some of the key functionality include: Database of clients Email and SMS communications with clients Tracking client activity Making notes Scheduling appointments and follow ups Design and host website in the same place as CRM Invoice clients Allow clients to pay online by credit card Online estimates, quotes and orders for clients Online inventory management with online store and shopping cart Online HelpDesk for clients Online advertisementStarting Price: $50/user/month -
11
Quick Quote
Quick Quote
Quick Quote stores your customer's information and history as it follows an easy path from estimate to work in progress and then a final invoice. Sales reports can be generated for any date range as well as mailing lists or labels. An Automated Service Reminder Letter System keeps your clients coming back. And, you can process credit cards from within the program! Quick Quote is the world's fastest estimating software for automotive mechanical repairs. The parts and labor database covers Foreign and Domestic Cars, Light Trucks and Motorhomes from 1980 up. Mileage services are shown in detail. Diagnostic charges for computer scans are also included. Quick Quote has been sold to Auto Repair Shops and Dealerships in all 50 States and a total of 5 Countries. The labor hours are based on Real Shop Time which was derived by a consensus of Shop Owners. The parts prices are based on an average of Aftermarket Suggested List by major parts manufacturers.Starting Price: $12 per user per month -
12
PolicyFlow
PolicyFlow
Specialist insurance broking management software. Designed by insurance brokers, built by software engineers. Complete insurance policy administration software solution. Customer relationship management (CRM). Administer commercial and personal clients with multiple addresses and contact details. Track communication and drive marketing. Manage and track the status of multiple quotes and policies. Record detailed risk information. Automate quote requests from underwriters. Record, administer and report on insurance claims. Produce custom financial reports. Enforce FCA compliant documentation. Clear visibility of client data with quick access to further detail. Ability to view multiple clients at a time. Visualize your client's location and plot geographic data such as flood and subsidence. Easy access to client information supports efficient customer service. Document processing and storage. Integrated workflow tasks, events and notes.Starting Price: $70 per user per month -
13
Inshop CRM
Inshop Group
Multi language support, clients management, projects & tasks, documents, simple accounting, inventory management, orders & invoice management, possibilities to integrate with third party software, REST API, and many other features. Create projects and assign tasks for user. Due to nice calendar, check your tasks. Order & invoice management. In/out invoices management.Starting Price: $50 per month -
14
BuddyCRM
BuddyCRM
Deliver tailored sales experiences with in-depth contact and account management. Target your marketing. Create native HTML emails and email to specific customer segments. From lead to opportunity through to quote and close, track your deals with the sales pipeline. Automate your repetitive tasks from setting call reminders, emails, and tasks, to sending brochures and adding leads. Report on everything stored in your CRM. From activities, leads, and tasks through to sales and accounting information. Quote your client straight after your meeting with the built-in quoting system. Store your product details and photos and produce quick presentations of the products you want them to see. -
15
Boolment CRM Software
Boolment Software Development
Customer Relationship Management is a data analysis-driven avenue focusing on managing and improving a Company or a Firm’s interaction with existing as well as prospective clients/customers and ultimately boosting sales graph. CRM Software is a necessity for companies because it accouters them with the ordered or well-maintained knowledge of history and current status of their client’s purchasing behavior and interests in order to predict smartly analyzed future plans for them to increase business prospects. CRM plays a handy role in the energy sector and we help companies by enabling them to grow revenue with centralized contacts and leads, cloud database, fiscal monitoring with our advanced. -
16
Hearth
Hearth
With the Hearth mobile app, you can quickly show your customers projected monthly payments, pre-qualify them in minutes, and track their loan progress. Send quotes, contracts, and invoices with embedded financing options from the convenience of your mobile device. Simplify your sales process with digital quotes, contracts, invoices, and payments. No more chasing checks and signatures. We’ll send automated reminders to your clients so you don’t have to. Easily track when clients receive, view, and sign documents. Offer affordable payment options and a professional digital customer experience. Hearth automation and tracking mean no more playing phone tag and miscommunication. Offering monthly payment options helps give your customers the confidence to move forward with their projects. With Hearth, you can embed monthly payment options in every quote, contract, and invoice to ease customers’ minds and close more deals.Starting Price: $1,499 per year -
17
WorkCentral
WorkCentral
WorkCentral connects the full freelance workflow in one platform — from quote to payment. Most freelancers juggle separate apps for quotes, projects, time tracking, and invoicing, then spend hours moving data between them. WorkCentral eliminates that. Write a quote with AI-drafted line items. Client accepts, project with tasks is auto-created. Track time, generate an invoice with one click. Clients pay online via Stripe. Built by a CTO who freelanced for 15+ years and got tired of losing 5-6 hours a week to admin across five disconnected tools. Features include AI quoting, automatic quote-to-project conversion, time tracking, smart invoicing with automated reminders, online payments, expense tracking, reports, and team management. Free plan available. Early users get founder pricing — first year free, then 50% off for life.Starting Price: $18/month -
18
Intrabench
Intrabench CRM
Small business CRM software to manage all your customer relations using your contacts and company knowledge. Intrabench CRM is a convenient software centre to manage your accounts, invoicing, sales and marketing. Intrabench CRM software also provides full email management capabilities including client tracking and bulk email. Intrabench CRM is a fast, secure and reliable way to organize contacts, drive sales, manage productivity and keep accounts - all from your personal user-interface - simple and intuitive CRM. Intrabench is designed with the business in mind, each feature is created to save time and enhance your productivity. Have a look at the features and see how some of these will benefit you, from searching for clients, call back reminders, opportunity tracking, quotes and invoicing to automatically chasing payments. Intrabench offers you the entire circle of operation that no other small business CRM system can offer. Try it and you'll see why so many people love it. -
19
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 -
20
90degree Team Task
Kreyon Systems
The software is implemented to provide a comprehensive web-based platform to manage different projects, track tasks, users, and offer a collaboration framework for employees. The CRM software is developed to automate & optimize the sales process, additionally, it can handle different projects, tasks, employees, client history and sales projections etc. The 90degree Team Task is a cloud-based software. The CRM module has an advanced reporting interface with 3D reports configurable as per the requirements of the business. We have launched several apps on different mobile application platforms for our clients. Our software’s are designed to work on all mobile platforms like iOS, android, wp7, BlackBerry etc. In addition to this, we have developed apps for the market space that have generated good user responses. At Kreyon, we take pride in our work and are satisfied with nothing less than exceptional work. -
21
Zoho Invoice
Zoho
Zoho Invoice is a 100% free cloud-based invoicing solution designed to help small businesses with invoicing, tracking expenses, and accepting online payments. Key features include project billing, time tracking, reporting, customizable templates, and a client portaI. Teams using Zoho Invoice can track estimates, convert them to invoices, and send reminders to clients to complete their outstanding payments. Additionally, users can create tasks, collect advance payments for projects, and keep track of their invoice history.Starting Price: $0 -
22
QuoteOnSite
QuoteOnSite
Save time and win more work with QuoteOnSite, an online quotation solution for small to medium-sized businesses. With QuoteOnSite, users are able to take control of their invoicing, and keep on contact with their clients. QuoteOnSite allows users to track messages for opens and clicks of user-crated quote pages, and see the status of the invoices. QuoteOnSite also allows users to efficiently make and send professional looking quotes and invoices to their clients.Starting Price: $10.00/month/user -
23
Lizit
Lizit
LiziT is a cloud-based equipment rental management software platform built specifically for construction, tool, party, and equipment rental companies that need to streamline complex daily operations and eliminate manual work. It provides real-time inventory tracking to prevent double bookings and offers automated tools for generating quotes and rental contracts, digital contract management with e-signatures and renewals, client profiles with rental histories, and integrated billing with payment processing. It includes modules for smart equipment inventory management with utilization metrics and maintenance scheduling, comprehensive client and rental contract administration, automated invoicing, detailed maintenance and service tracking with parts and technician logs, and professional service management to oversee repairs and service costs. Lizit centralizes key functions like dispatch, utilization dashboards, customer tracking, and reporting into one user-friendly platform. -
24
Billcue
Media Two Web Development
There are no long online accounting software manuals to read to create online invoices! Billcue lives in the cloud - do it all from anywhere on your desktop, mobile or tablet. Create and send your first online invoice in minutes. Easily create and send online invoices, quotes or estimates, and record your expenses. Customers can accept your online quotes, and view and pay their invoices online. Send online invoices and reminders via email and SMS text - simple! Automate invoices and expenses, create jobs and track fulfilment and profits. Online accounting, invoicing, expense recording, quoting, job tracking & reporting. Simple quote software, invoicing software, accounting for tradies and small business. Create and send quotes with one-click conversion to invoices. Email and SMS text your invoices to your customers. Attach files to invoices and quotes. Create recurring invoices and expenses. See when clients view their invoice.Starting Price: $12 per month -
25
Discovery
Discovery
The platform eliminates duplicate data entry, audits 100% of invoice line items, consolidates invoicing, and creates insightful reports. View the complete history of service levels, rates, and service history from all locations with every vendor. Get visibility into every container in your fleet with the Pioneer integrated compactor & small container monitor system. Consolidate and automate recurring charges and billable expenses from Vendor Invoices. Automatically audit vendor invoice charges to the contract, increasing cash flow. By processing invoices, Discovery automatically captures important data for reporting purposes. This data is then normalized and made available via our API, and an integrated portal for your clients.Starting Price: $1 per invoice -
26
PrintMedia Manager
PrintMedia Manager
Easily manage the print quotes and orders for all your print jobs, from the initial print quote through shipment and invoicing, workflow tools are available for all users to collaborate on the production process. One simple-to-use form allows you to create and submit an RFQ for all types of printed products. View all print quotes on one page with various sorting options to get a clear picture of your bids. Save thousands of dollars on your print budget by matching the best price and quality from our vast database of printers. PrintMedia Manager provides tools for print buyers to manage their print spend with print brokers or directly with printers. Print brokers can utilize the service to easily manage print purchases for their customers. A simple and quick method to enter your printing quotes from the print buyer's RFQs. -
27
Money Advice + CRM
Money Advice
Managed and developed by experienced financial services professionals the software is the product of more than 20 years experience building software for the broker industry in Ireland. The application is designed to manage the end to end office requirements of big or small firms including marketing, sales, advice including full needs analysis, cash flow projections, compliance, comprehensive product library, pipeline and commissions management. Full Client Relationship Management is also included. Clients and policy details are updated and maintained from the following insurers; Aviva, Aviva Health, BCP Asset Management, Friends First, Irish Life, New Ireland, Royal London, Standard Life. Life Protection quotes also provided from all insurers. Money Advice +CRM provides all the software needs of brokers in one package. Provide advice through best price quotes on your web site and receive email notifications of all the enquiries generated. -
28
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 -
29
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 -
30
CiuisCRM
CiuisCRM
Manage your business from Customer management, Quotations, Invoices and Payments, and much more. From customization to automation of your invoices and accounting, scale up your business. With recurring invoices, expense entries and other income entries, automate your workflow with just a click. Customized reports and dashboards that offer real-time data updates. Compare sales across months and create priorities based on consistent data. Customizes the data views depending on their roles in the organization. Create and send quotes or proposals to customers.Starting Price: $45 per month -
31
i-linked
I-Group
Never lose track of your direction with reporting tools. Reporting by individuals, groups or company. Graphical reporting is at your fingertips! Avoid calls and emails. i-linked.net will keep you informed as the progress of your deals. i-linked.net makes it easy to issue custom quotes and proposals in seconds. The i-quoting module makes proposals a snap. i-linked.net is always up-to-date. You never download or maintain the system. i-linked.net lets PEOs, Carriers, MGAs, Wholesalers, Brokers, Agents and their teams work independently. Quickly collect and share the data you need. In an immediately familiar, user friendly environment. Collect and store prospect and client documents on a record-by-record basis. Easy to store and retrieve securely. Share documents, forms and other important data with your team and your partners. i-linked.net helps you to put the right information in the right hands instantly.Starting Price: $24 per month -
32
WorkGuru
WorkGuru
WorkGuru gives you all the tools that you need to run your business and put's you in control of your projects, stock, quotes and invoicing. WorkGuru provides the support Aussie businesses need to make the right decisions, and make money on every job. Track your timesheets, and stock usage for every project in a single place. Compare your forecast to your actual costs, and do it at the touch of a button. Whether you have 100 products, or 1000, WorkGuru will track your stock on hand at each of your locations, and keep track of what it's all worth! Never lose track of the time you're spending on your client work, with WorkGuru's integrated timesheets. Relationships mean everything, and with our CRM, you can track your clients and their representatives, as well as the lead history of any opportunity for business.Raise your invoices quickly and easily, with no more stuffing around with spreadsheets. Customise what you display your clients, and your own branding, and you're ready to go. -
33
QuoteBreeze
QuoteBreeze.com
QuoteBreeze makes it easy and inexpensive for individual insurance agents to offer their clients technology which is competitive with that found on the websites built by the leading online players in the insurance industry. Then you need one! If you've spent any time online, then you know that your existing and prospective clients are continuously bombarded with offers for online insurance quotes. If you don't provide these people with an opportunity to interface with you online, they will be tempted to go elsewhere. QuoteBreeze let's you create an attractive, easy-to-use and powerful website instantly, just by filling in an online form! There is absolutely no need to know HTML or programming or to worry about web hosting or technical details. You can make changes to your website at any time, and the modifications will appear instantly!Starting Price: $19.95 per user per month -
34
GCors CRM
DESHODES
Our Customer Relationship Management (CRM) will satisfy all your business needs. The customization options are great and allow you to use the full potential of our CRM solution in the right way. Simple interface, unify UI. We create our CRM with an intuitive interface which you can master in one day. Our knowledge base will help you to start using CRM even faster. All your activities will be visible in Calendar module with their respective statuses. You have Projects, Offers, Invoices, Products,Price lists on your disposal. You can use a ticketing system for improving communication with your clients or inside the company as well. Use our chat widget on multiple websites. Set triggers, active time and agents. Track visitors statistics on websites. Your agents will serve visitors directly from CRM. Comprehensive CRM reports module. You can send every report over email with a single click.Starting Price: $24.76 per user per month -
35
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 -
36
Kontava
Let Us Geek
Kontava is an online business management and electronic invoicing solution designed to simplify daily operations for small organizations. Built on Dolibarr, it offers an accessible way to manage quotes, invoices, accounting, point of sale, and customer data in one platform. The solution is fully online and available on both smartphones and computers, allowing users to work anywhere. Kontava makes it easy to create, send, and electronically sign quotes, then convert them into invoices in just a few clicks. It includes data backups and secure hosting in France to protect business information. Users can start with only the modules they need and expand as their activity grows. Kontava focuses on simplicity without sacrificing powerful ERP and CRM capabilities.Starting Price: 99€/year -
37
ACS 2000
Agency Computer Systems
Desktop comparative rating and client management. Stand-alone application for agency use. Easy and powerful interface with detailed help. Complete underwriting and application of All Discounts and Surcharges. Obtain real-time quotes directly from participating carrier systems. More available lines of business than any other rating vendor. Store your Auto, Motorcycle, Home, Dwelling Fire, Mobile Homeowners and Residential Estimate quotes in one Client database. ACS saves your answers. No need to re-answer any questions on the same quote. Store default coverages to save time. Automatic Vehicle & Territory search databases complete with company-specific symbols and ISO-Verisk Strategic Alliances protection class look-up. Print single or multiple company quotes. Email quotes, proposals & applications. Free trials, walkthroughs, and training are all available upon request. Friendly technical support is available via phone, chat, remote access or email.Starting Price: $50 per month -
38
Gosourcingwise
Gosourcingwise
Get sourcing sorted. Sourcing app made for QuickBooks Online. Create Request for Quotation with your items. Use your existing products and services from QuickBooks to create RFQ's. Send RFQ's to your existing vendors and new ones . Send RFQ's automatically to existing vendors via email. Share RFQ's to vendors that you don't have record about yet and get them created automatically when RFQ is awarded. Compare Quotes. Easily compare received quotes from your vendors. Choose the winning bid and have Purchase Order created automatically. Features and benefits. Everything you need to manage your sourcing. Deep integration. Gosourcingwise is deeply integrated with QuickBooks. QuickBooks is source of truth for master data. Intuitive to use. Sourcing process in Gosourcingwise is well thought through and easy to use. Secure Gosourcingwise is running in a secure cloud. Your data is safe with us. Reporting. Analyze every RFQ project and the received quotes by dates, prices etc.Starting Price: $30 per user, per month -
39
AllProWebTools
AllProWebTools
AllProWebTools brings all of your client's contact information and communications (including emails, Facebook messenger, text messages, and phone call history) under a single app. Get notified when new leads fill out your website form, invoices get paid, and customers contact your business. Staff chat, lets you communicate with your staff while you (or they) are on the go! The Timecard system allows your staff to clock in and out from their phone and provides GPS location on each clock. Look up customer information and see a complete history of ALL of their communications with your team - All emails, text messages, phone calls, and Facebook messages. Record notes on client records. You can also see tasks that your staff is working on and staff clock in and out times. AllProWebTools gives you unparalleled insight into not only how your emails are performing, but how interested and active each contact is with your communications. -
40
Cartwheel
Cartwheel
For businesses that manage hourly billing, Cartwheel makes it easier. Build your business, get paid with little effort, and prequalify all your invoices. Cartwheel will manage outgoing payroll, track client balances, and eliminate the time you spend trying to collect overdue payments. Cartwheel allows you to set up easy automation rules to generate and send reports, no gymnastics required. We integrate with Veem, QuickBooks, FreshBooks, and Xero to automatically generate and send invoices. Integrate with your clients' time tracking software and quickly submit your time information to supported applications to get paid faster. Keep a bird's eye view on how your business is doing. From creating rules for each of your clients, to ensure they're paying you on time, to knowing exactly how much your employees are working, Cartwheel keeps your eye on building your business, instead of tracking down information. -
41
WorkWell
WorkWell Software
Comprehensive management software for your small service business. WorkWell handles job scheduling, tracking, invoicing, reminders, mapping, and so much more! The WorkWell Command Center runs on your desktop and provides a complete and easy to use suite of tools for managing your growing business. WorkWell Field Service smartPhone App provides you and your technicians everything you need to know while at customer sites. As the owner of a small business, it is up to you to stay on top of everything. You need to be aware of all the details, including schedules, pricing, appointments, customer expectations, etc. There is a lot to track to retain customers and find new business. WorkWell helps you do this like a management pro while saving you time. Take your business to the Next Level! Schedule jobs, appointments and employees. Track all your communications with customers. Create & send Quotes and Invoices. Job mapping & worker GPS tracking. And much more ...Starting Price: $25.00/month -
42
VistaCRM
Vista Design
VistaCRM has a quick, powerful contact and customer management system that ensures all the important data is at your fingertips 24/7. With VistaCRM you can track and manage all the important stages of a business transactions so they are always available to your sales team. VistaCRM is a business management system that is perfectly suited to easily manage your business leads, customers, quotes, orders, invoices and online payments. Knowing your customers and contacts is key to any running and growing any business. VistaCRM has a quick, powerful contact and customer management system that ensures all the important data is at your fingertips 24/7. Having access from any device wherever you are is vital to ensure you always have access to your customers and business information. VistaCRM is compatible on desktop computers, tablets and smartphones.Starting Price: $12 per user per month -
43
ServiceDeck
ServiceDeck
ServiceDeck is a powerful field service management (FSM) software ideal for various service providers. It streamlines operations, automates processes, and enhances customer connections through dispatching and worker management tools. Key features include: Smart Scheduling and integrated invoicing Automated Proposals and detailed reporting Worker Availability, GPS Tracking, and Document Management Efficient scheduling and dispatching tools AI-Powered Marketplace with a Business Directory and Service Providers database Customer Portal to manage requests, quotes, invoices, and job statuses Mobile App for live location tracking, work history, and project status updates Custom Integrations with platforms like Stripe, QuickBooks, and WordPress Elevate your field service operations with ServiceDeck's comprehensive FSM software. Experience the difference it can make for your business today!Starting Price: $25/month/user -
44
PowerQuote
PowerQuote Software
PowerQuote is a powerful print estimating software specifically designed for print shops offering offset printing, high-speed digital printing, and large format printing. Comes with a user-friendly interface and a unique, detailed job ticket system, PowerQuote enables users to create estimates, job tickets, and invoices as well as prevent printing production mistakes. PowerQuote provides Enhance Module features such as invoices, receivables, brokered job management, and sales/production reports.Starting Price: $1499.00/one-time -
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SiteMaster 200
Allegion
SiteMaster 200 is a key control software developed by Schlage, designed to assist organizations in managing their mechanical key systems efficiently. It enables users to oversee multiple key systems by client, manufacturer, and top master key, generate new key systems, and expand or reproduce existing ones. The software tracks key histories, identifies interchanges between different key systems, and maintains a complete history from creation to issuance, loss, return, damage, or unassigned status. Users can edit and add doors on the fly, look up and key doors without prior cylinder product assignments, and import existing systems and personnel data quickly through included import wizards. An available lock shop enhancement upgrade offers additional benefits for locksmiths and shop team members. Electronic validation allows users to manage all order authorizations for restricted key systems, eliminating paperwork and saving time. -
46
billmywork
Indasil Solutions
Invoice your customers in seconds, send emails with attachments. Generate invoices from entered time and get paid faster. Faster billing means quicker payments. Accept payments online. Create professional estimates quickly. Re-use existing template and get your clients approval, streamline your workflow. Convert estimates to invoices in a single click. Capture receipts and upload using your mobile device or desktop PC. Categorize expenses into custom categories unique to your business. Generate reports at tax season, save time. Accept payments online using credit cards. Multiple payment gateways supported, pick one. Track payments offline, and email receipts to your clients. Track time accurately using multiple views and timers. Timesheets and approval option available for client or administrator. Setup reminders for missed timesheets. Auto populated timesheets for quick entry.Starting Price: $7 per month -
47
Droptop
Droptop
Droptop is a modern, cloud-based oil change and auto service management platform that runs on any device and is designed to simplify shop operations by letting users invoice, schedule, scan VINs, access OEM recommendations, and manage integrated payments, all from one interface. It supports real-time multi-device collaboration so technicians can work on the same order simultaneously and offers seamless integrations with vehicle data sources, CARFAX license plate lookup, part catalogs, QuickBooks Online, and marketing platforms. Droptop includes tools for quoting and invoicing, scheduling and appointments, dispatching, dashboards and reporting, inventory tracking with purchase orders, customer and fleet management, time clocks, VIN and UPC barcode scanning, and invoice payment links. The customizable scheduling app lets customers book and pay for their own appointments, and features like live bay screens, exact fluid and part compatibility, servicing history, and inspection lists.Starting Price: $165 per operation per month -
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LimoZip
LimoZip
Introducing our affordable, reliable, easy to manage and setup as well as and high-impact limo service software solutions by LimoZip! The livery industry faces many needs from limo software companies such as LimoZip. For instance, dispatch management, reservation taking and web-based online reservations as well as accounting are very high on that list. LimoZip boasts a livery service software that is extremely easy for customers to use, as well as convenient for limo service companies and other livery service providers to maintain. For instance, LimoZip provides a text messaging module (does not work with tmobile) that can send text alerts of new incoming requests for quotes and offers a simple canned response system with a template email response. So for example, a livery company can respond with "A 150" and this would send a professionally written template email to the client letting them know that their company is available to service them and they have provided a quote of $150.Starting Price: $10 per month -
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Clean Calculator
Clean Calculator
We help your business become more organized and profitable with an easy to use management system. The most affordable application on the market with everything you need to create a thriving cleaning company. Our advanced estimating tool, Clean Calculator, is built exclusively for cleaning companies. Includes pre-loaded national pricing. Completely customizable. Add your prices and build your own Quote Templates for all types of cleaning jobs. Quickly locate quotes, job & invoice history. Track employee hours and information like training, Drivers' License and Insurance. Easily schedule Texts for Marketing, Appointment, and Payment Reminders. Send appointment reminders, schedule changes, marketing, and payment reminders to your clients and employees with Text or email. All of this is done within the app at no additional charges. The scheduling calendar keeps you organized and protects you against double booking. Integrates easily with Google calendar.Starting Price: $29 per month -
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Applied Rater
Applied Systems
Many agencies feel they spend too much time retrieving quotes from multiple insurer sites. Or worse, that quotes often lack accuracy, creating a poor client experience. You need a way to deliver fast, accurate quotes to your clients. Our cloud-based insurance quoting application Applied Rater® automates quoting workflows for the broadest range of insurers in the United States. It provides a single point of data entry to automate the exchange of information directly to insurers’ websites within the application. Use a quoting solution to enhance your agency's competitive value by delivering fast, accurate quoting that improves productivity and enhances customer service. Give clients the most competitive rates and comprehensive service. You can pull quotes directly from insurer sites into the application for fast, accurate quoting.
