Alternatives to MonoDesk
Compare MonoDesk alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to MonoDesk in 2026. Compare features, ratings, user reviews, pricing, and more from MonoDesk competitors and alternatives in order to make an informed decision for your business.
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1
Canopy
Canopy
Canopy is award-winning, all-in-one accounting practice management software designed to help tax, bookkeeping, and CPA firms build an autonomous firm. Operating as a firm-wide operating system, Canopy eliminates the friction and security risks of running a practice across disconnected software tools by centralizing client management (CRM), document management, workflow automation, time and billing, proposals, engagements, and tax resolution into a single cloud-native platform under one login. By providing one unified workspace, Canopy enables accounting professionals and firm leaders of all sizes to manage their entire practice with total visibility, clear operational structure, and predictable profitability. Key capabilities include: Canopy Coworker & Everywhere AI: Utilize built-in AI assistant tools to draft client communications, summarize complex documents, and surface actionable insights across your practice to reduce daily administrative load. Canopy Notetaker: Automate meeting documentation. This dedicated assistant records, transcribes, and extracts action items from client calls, syncing every detail directly to the client record. Client Management & Portal: Provide a modern digital front door for your firm. The secure client portal enables real-time collaboration, document sharing, eSignatures, and intake forms backed by a robust CRM. Workflow Automation: Build a self-running firm with customizable templates and automated recurring work steps while tracking team capacity and project progress in real time. Document Storage & Management: Centralize client files securely. Clients upload documents directly through their portal, removing email risks and reducing back-and-forth messaging. Engagements & Proposals: Deliver professional, branded engagement agreements with custom pricing, recurring billing structures, and clear terms of service to eliminate scope creep. Time & Billing: Automate your revenue cycle with integrated time tracking, automated invoicing, and faster online payment options. Tax Resolution & IRS Transcripts: Manage tax-specific services by accessing IRS transcripts, notices, and resolution forms directly inside your practice management workspace. Unite your practice into one firm-wide operating system and increase capacity without adding software complexity. Learn more at getcanopy.com. -
2
HoneyBook
HoneyBook
HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With their business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant. This all-in-one management platform streamlines business processes, from first inquiry to final payment, so business owners can spend less time on administrative work and more time focusing on what got them passionate about their business in the first place. With their proposals, invoices, contracts, payments, and scheduling at your fingertips, HoneyBook gives you everything you need to give clients an unforgettable experience.Starting Price: $19 monthly ($16 annually) -
3
Agencly
Agencly
Agencly is an all-in-one agency operations platform for freelancers, studios, and service businesses. It consolidates project management, invoicing, contracts with e-signatures, time tracking, and a branded client portal into one workspace. No juggling five different tools. Flat pricing from $19/mo, no per-seat fees, built for solo agency owners and small teams who need everything in one place without enterprise overhead.Starting Price: $19/month -
4
Comindwork
NewtonIdeas
Online apps for project management, CRM, support, billing, issues, time-tracking & more. Consolidate data and communication with co-workers, clients and partners. Work from anywhere and with any device in secure cloud workspaces. You start from creating workspaces, Intranet, Client Extranet, CRM or specific projects. You can freely share these workspaces with your co-workers, customers, freelancers or any other collaborators. Then pick apps for each workspace: issues, sales leads, deals, vacations, documents approvals, wiki, help desk, time tracking, meetings, events, invoices, or create your own app. All apps can be tailored without IT guys. Now your entire team can use these apps to share files, edit documents, assign tasks, manage projects and collaborate online, in the same shared workspace. The best companies go beyond files or data collaboration.Starting Price: $10.00/month/user -
5
OneSuite
Technext
OneSuite is an all-in-one platform for freelancers, agencies, and small businesses to manage clients, projects, invoices, documents, and leads in one place. It brings together CRM, task tracking, invoicing, contract management, and lead management in an easy-to-use system. With OneSuite, you can track projects, manage leads, communicate with clients, send invoices, and handle contracts effortlessly. The client portal keeps everything organized, while features like invoice cloning, Stripe payments, and digital signatures help you save time and work efficiently. Whether you're a freelancer or growing a business, OneSuite helps you stay organized, professional, and focused on success. Try OneSuite today and take control of your business!Starting Price: Start from $29/month -
6
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. -
7
Clientary
Clientary
A full-suite platform to manage clients, invoices, projects, proposals, estimates, hours, payments, contractors, and staff. The perfect solution to win clients and save time. Clientary is a professional services automation solution that covers your entire business. We've helped tens of thousands of freelancers, agencies and businesses manage client workflows. Stop wrestling with one-off doc files, templates, and disconnected apps. We help you streamline client lifecycles from proposals and estimates to time tracking, invoices, and payments so you and your team have everything you need in one place. Start your client relationship right with proposals and contracts. Gather signatures directly through clientary. Generate invoices automatically from billable work or estimates. Collect payments directly via credit card, ACH, or offline methods. Track time and staff tasks. Plan future hours. Manage projects with budgets, deadlines, and varying rates.Starting Price: $19 per month -
8
OpenProposal
OpenProposal
OpenProposal is all-in-one proposal software that helps freelancers, agencies, and small businesses close deals faster. Create professional proposals with a drag-and-drop builder, collect legally binding e-signatures, and get paid instantly via Stripe integration. Features include customizable templates, real-time tracking, analytics. Replace separate proposal, e-signature, and invoicing tools with one simple platform.Starting Price: $29 -
9
Moxie
Moxie
Moxie is an all-in-one business management platform specifically designed for freelancers, offering a wide range of tools to streamline client management, project tracking, accounting, contracts, time management, and invoicing. With features like customizable client health snapshots, project organization (from tasks to deliverables), expense tracking, and easy invoicing, Moxie simplifies complex business workflows. It integrates with tools like Google, QuickBooks, and Stripe for smooth operations, and includes features like automated recurring invoices, e-signatures for contracts, and a calendar to track important dates and meetings. The platform also allows freelancers to track time spent on projects, manage proposals, and offer a client portal for seamless communication. Moxie aims to help freelancers save time, reduce administrative burdens, and improve their overall workflow with a user-friendly, centralized system for managing their business.Starting Price: $10 per month -
10
Cone
Cone
Impress clients and save time, no more manual invoicing or chasing payments. Cone’s intuitive proposal software sets the standard for what a simple, yet powerful product looks for accountants. Send professional proposals and gather payment details upfront. Kick-off projects automatically as soon as the proposal is signed. No more manual work. Projects start automatically after proposal acceptance. Gain clear visibility into your team's tasks, deadlines, and project progress and supercharge your workflows. Streamline your work and unlock productivity. Send clients forms, collect e-signatures, and request files seamlessly through the client portal. No need to nag clients manually anymore. Create invoices either from proposals or projects. Supports multiple payment methods like ACH or credit/debit cards. We understand that protecting your data is crucial for the success of your business, which is why we have implemented various measures to ensure the security of your data.Starting Price: $8.51 per month -
11
Clozo
Clozo
Clozo is an EU-first billing tool for freelancers: send a professional proposal with a legally-binding e-signature, collect a deposit, and get paid in one link via Stripe (card/iDEAL/Bancontact) or SEPA. It validates client EU VAT live (VIES), applies cross-border reverse-charge automatically, and generates compliant e-invoices in one click — ZUGFeRD, Factur-X, Peppol UBL, FacturaE, ebInterface, FatturaPA. Plus recurring billing, time tracking, expenses with DATEV export, and GDPR data export. Built for EU freelancers and micro-studios who want proposals, signatures, invoices, payments and expenses in one place instead of four separate tools.Starting Price: Free plan; paid from €12/month -
12
LifeDesk
LifeDesk
LifeDesk is an all-in-one life and business management platform for individuals, freelancers and solopreneurs. It combines tasks, goals, calendar, finances, assets, health, fitness, hobbies, learning, clients, projects and business management in one central workspace. Users can organize personal and business responsibilities without switching between multiple apps. LifeDesk also includes time tracking, budgeting and financial management features. Plus and Pro plans support connected bank accounts, while the Pro plan includes an AI Assistant for advanced productivity and organization. LifeDesk is available as a web application and is designed to help users manage both work and everyday life from one place.Starting Price: $9/month -
13
Aligno
Aligno
Aligno is a client feedback and approval tool for designers and agencies. Upload an image, PDF, or video, or paste a live webpage URL, and send one share link. Clients pin comments directly on the work and approve when they're ready. No login or signup required for reviewers. Most proofing tools handle one file type. Aligno covers images, live websites, PDFs, and video in one workspace. When a client approves, the version locks as a clean record of sign-off. Built for freelance designers, design agencies, web studios, and small in-house creative teams. Free plan covers your first review with link-only sharing. Pro is $18 a month flat with unlimited projects, 100 GB storage, full approval history, and email sharing. Studio steps up to unlimited storage and adds dedicated support for agencies.Starting Price: $18/month -
14
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 -
15
Projectlify
RemoteCrafters
Projectlify is a platform for managing, organizing, and showcasing projects in one place. It helps users structure their work with clear tasks, stages, updates, and milestones, improving transparency and productivity across all types of projects. The platform supports portfolio creation, allowing freelancers, developers, designers, and agencies to present their projects professionally to clients or employers, highlighting skills, outcomes, and experience in a structured way. It also enables team collaboration, with tools for communication, task assignment, progress tracking, shared project visibility, and coordinated workflows, reducing the need for multiple separate tools and improving team alignment. Designed for simplicity and flexibility, Projectlify works for both individuals and teams, helping them stay organized, improve workflow clarity, and deliver projects more efficiently from planning to completion.Starting Price: $1.99/month -
16
Leeact
Leemo Systems Private Limited
Leeact is an AI-powered project management & delivery operations platform for IT teams, consulting firms, digital agencies & remote SMBs. Core Features: • AI-assisted project planning & smart scheduling • SOW creation & contract management • Task, milestone & dependency tracking • Resource allocation & workload balancing • Billable time tracking & automated timesheets • SOW-to-invoice workflow automation • Real-time delivery dashboards & analytics • Team collaboration & role-based access • Client-facing project portals • Budget monitoring & cost control • Remote-team ready with multi-timezone supportStarting Price: $9.99/month -
17
Roadbase
Roadbase
Roadbase is an AI-assisted, quote-first planning platform for creative freelancers and agencies. Paste a project brief or attach a PDF, and Roadbase creates an editable first draft with a project summary, phases, tasks, roles, estimated hours, timing, assumptions, and estimate reasoning. Your team reviews and adjusts the draft, then applies its own role costs and billable rates, overhead, direct expenses, contingency, and target margin to build the quote. The visual timeline keeps tasks, timing, roles, hours, and pricing in the same project model. When the plan is ready, export the reviewed work breakdown, roadmap, and cost summary as a proposal PDF. After approval, carry the work into a simple Kanban workspace, assign tasks, keep comments with the work, track time by project and task, and compare actual hours with the estimate. Roadbase is built for creative service businesses in advertising, branding, design, video production, web and app work, and related consulting projects.Starting Price: $10/month -
18
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) -
19
Clientjoy
Clientjoy
Clientjoy is an all-in-one crm to manage Sales Pipeline, Clients, Appointments, Mailbox, Create Proposals, Contracts, Invoices, collect Payments & run Email Sequences. It is popularly known to have the power of 8 tools in one without the overwhelm. Clientjoy CRM is designed & developed keeping small & medium businesses, typically agencies & freelancers in consideration. It is being actively used by 4000 Agencies & 9000 Freelancers in 90 countries. Clientjoy CRM has a 14 Day Pro Trial & has primarily put up its Lifetime Deal on Sale for just $129 Per User for Life.Starting Price: $149 one-time fee -
20
Task Session
Task Session
Take full control of your business workflow with Task Session, a powerful self-hosted CRM and project management system created for agencies, freelancers, consultants, law firms, developers, marketing teams, startups, and growing businesses. Task Session brings your clients, projects, tasks, team members, leads, invoices, files, emails, discussions, and reports into one organized platform. Unlike traditional SaaS tools, Task Session is installed on your own domain and server. You remain in control of your business data, branding, users, and system. There is no need to manage separate tools for project management, team chat, invoicing, lead tracking, file sharing, and client communication. Task Session gives you one centralized workspace for your complete business operation.Starting Price: $59/year -
21
ZynoLoop
ZynoLoop
ZynoLoop is a client delivery and collaboration layer designed specifically for freelancers and agencies. It streamlines the project sign-off process by replacing messy email chains and login dashboards with frictionless, one-tap magic link approvals. By giving clients a secure, no-login portal to review and approve deliverables, ZynoLoop helps creative professionals eliminate scope creep, lock in project versions, and maintain momentum without administrative friction.Starting Price: $19/month -
22
Indy
Indy
Indy is an adaptive, all-in one management software that helps freelancers and small businesses track everything from proposals to payments. Indy makes organization and time management easy, letting its users focus on their work. This platform features a library of proposal, contract, and form templates to make getting clients easier. The task tracking system allows users to assign individual tasks to larger projects or categories. As users work on tasks, the time tracker tool logs and categorizes time spent on each task, making it easy to balance multiple projects and create invoices. When it’s time to get paid, use Indy to generate a detailed invoice to send right to clients: in return they get peace of mind knowing that Indy uses the web’s top payment methods, like PayPal and Zelle. With other tools like Profiles, Drive, and Client Contacts, Indy’s features make it a versatile and reliable addition to any creative team.Starting Price: $19/month -
23
Kaliun
Kaliun
Kaliun is construction CRM and project management software for residential remodelers, general contractors, home builders and specialty trades. Manage contacts, sales pipelines, proposals, job costs, invoices and client decisions in one workspace. Build detailed estimates with scope, cost codes, markup and allowances. Compare budgeted costs, committed expenses and actual payments. Request subcontractor bids, manage milestone billing, collect electronic signatures and coordinate schedules, tasks and workflow automation. A client portal keeps proposals, invoices, contracts and selections accessible to customers. Kaliun is available on the web and iPhone. Founded by Tomer Amar, Kaliun launched in 2025 in Tampa, Florida. Request a guided demo to review your construction workflow. Pricing is $279/month, or $2,868 billed annually ($239/month equivalent).Starting Price: $239/month billed annually -
24
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 -
25
ClientDeck
ClientDeck
ClientDeck is an all-in-one Client Operating System for freelancers, agencies, consultants, and service businesses. Manage your entire client lifecycle—from proposals and client portals to projects, invoices, payments, file sharing, time tracking, and AI-powered reports—in one streamlined platform. Instead of paying for multiple disconnected tools, ClientDeck centralises your workflow to save time and deliver a premium client experience. Connect your own Stripe, PayPal, or Razorpay account to accept payments directly with zero platform transaction fees, while native multi-currency support makes working with international clients effortless. Every plan includes branded client portals and professional invoicing, with no per-user pricing. Start for free, with premium plans from just $9/month, and run your entire client business from one powerful workspace.Starting Price: $9/month -
26
fylt
fylt
fylt is all-in-one client management software for service businesses. It combines a client CRM, appointment scheduling, project management, invoicing and billing, e-signature contracts, a white-label client portal and a support desk into one platform, with AI drafting assistance built in. Because every module shares the same client record, updating one thing updates the rest automatically. It is a direct alternative to running HoneyBook, Dubsado, Bonsai, Calendly and Monday side by side, and starts with a free 3-month trial with no credit card required.Starting Price: $25 -
27
Clientish
Clientish
Clientish is an all-in-one client operations platform for agencies, freelancers, consultants, service businesses, and professional teams. It connects the full client journey from Lead → Client → Order → Team → Tasks → Communication → Invoice → Payment → Support → Delivery. Clientish includes **CRM and lead management, client management, services, orders, projects, tasks, internal and remote teams, roles and permissions, proposals, invoices, subscriptions, payments, coupons, support tickets, Live Chat, Team Messenger, files, reports, notifications, and integrations**. Clients also get a dedicated portal where they can view services, track orders, submit requirements, request revisions, manage invoices and payments, open support tickets, exchange files, and communicate with the business. Clientish helps service businesses replace disconnected tools with one organized platform for managing clients, work, billing, communication, support, and delivery.Starting Price: $29/month -
28
Hubnity
Fenstrade FZ-LLZ
Hubnity is a time tracking and team management platform for freelancers, agencies, software companies, and distributed teams. It brings working hours, project budgets, activity insights, and client billing into one workspace, helping businesses connect daily work with project costs and billable services. Teams can track time automatically, assign hours to projects and tasks, approve timesheets, and review attendance. Configurable screenshots, application and website tracking, and activity timelines provide context for recorded work. Reports and exports help managers review workloads, investigate budget overruns, and prepare records for internal reporting. Hubnity also connects billable time with client invoicing, reducing the need to compile hours manually across separate tools. Organizations can tailor tracking settings to their workflows and use a shared view of time, activity, and costs to support project planning, team coordination, and accurate customer billing.Starting Price: $7/month -
29
DigitalDesk
DigitalDesk Solutions
Service desk software built for digital agencies and freelancers. DigitalDesk provides you with the tools to deliver great customer service to your clients, so they can get help quickly.Starting Price: $18.99/month -
30
ClientRamp
ClientRamp
An All-in-One Project Management and Client Relationship Tools for your business. Stay on track and keep up to date with all of your projects and clients in one convenient place. Our project management tool allows you to create projects, and create invoices and manage quote manage quotes, assign projects and tasks to team members, monitor project progress, and ensure that everyone stays in the loop and can collaborate to deliver quality work on time, every time. With this tool, you can set project deadlines and milestones and manage workload on both a company-wide and individual level. Our interface is easy to navigate and simple to customize so that it works for your business when you need it to. You can log every action your team takes on a project and keep track of whether or not you're making the progress you need to.Starting Price: $20/month -
31
Milestones PM+
Passage Technology
Cross-industry, native, project and process management solution for Salesforce. Project management isn’t one-size-fits-all. That’s why there’s Milestones PM+ for Salesforce. Free Salesforce project management app on AppExchange, Milestones PM+ is easy to use for simple task management and flexible to customize for complex business programs. No matter how broad or granular, Salesforce project management is great for any business. Save time on repeatable tasks and efforts like onboarding and meetings with preset templates. Instantly update clients about progress on their contracts and orders. Transform ad hoc planning and notes into organized, actionable projects. Clearly detail framework and roadmaps for proposal presentations. Smarter Task assignments with our comprehensive Resource Finder. -
32
ezyPMS
White Digital
Free Project Management System for Agencies, Digital Marketers, Consultants and Start-ups. The new age platform built exclusively for digital marketing agency start-ups, individuals and consultants by a 18 year old award winning digital marketing agency. Ease of Use, specially designed for Digital Marketing Agencies. Create Projects in less than 5 minutes with start and expected end date, allot time, add tasks, assign Project Manager and Staff / Freelancers / Remote Workers for every task. Provide access to clients as and when needed. Add or remove access to staff/client as you wish. Set priority with color to identify tasks at a glance. Waiting for Your Approval. Allot and track time for every task. Time trackers for every staff. Progress bar and task status. File uploads and sharing. Rich text messaging and real time notifications. -
33
ActionAtlas
ActionAtlas
We are dedicated to empowering organizations with innovative project and people management tools, streamlining workflow, and fostering a culture of productivity and collaboration. Elevate your creative projects to new heights with our cutting-edge project management component. Seamlessly connecting freelancers and creative agencies, this dynamic tool revolutionizes collaboration. Enjoy centralized project details, real-time communication, and streamlined resource management, all in a user-friendly interface. Empower freelancers with project insights and provide agencies with unparalleled oversight. Within the sphere of project management, ActionAtlas emerges as a pioneer of progress and efficiency, specifically tailored for freelancers and those overseeing creative projects. Our platform revolutionizes how creative endeavors are managed, equipping users with a comprehensive set of tools aimed at simplifying each stage of project delivery.Starting Price: $14.99 per month -
34
COLO
Techies Technologies
COLO is an all-in-one finance and business management platform designed for freelancers and small businesses. It helps users manage clients, projects, tasks, proposals, contracts, invoices, and payments from a single workspace. COLO simplifies day-to-day operations by combining scheduling, communication, and financial tracking in one system. Built-in chat and collaboration tools make it easy to communicate with clients and teams in real time. Users can send branded proposals, get approvals, and convert work into invoices quickly. Financial management features provide visibility into income, expenses, and reports. COLO helps small businesses stay organized, save time, and run their operations more efficiently. -
35
Anfold Software Timesheet Portal
Anfold Software
Timesheet Portal has two distinctive online back-office HR products: Project and Recruitment. Project edition puts you in control of your project spend, providing you with real-time data of labour costs and project expenses by providing online timesheets and expenses wherever your workforce is located. Bill your clients faster and export your invoices directly into your accounting software. Perform in-depth analysis across projects, sectors, track project activities, worker roles and time tracking. Timesheet Portal Recruitment is for your agency, your workforce and your clients. Easy recording of time & expenses, approval of time on different devices on the move, and a simple process for you to generate your client invoices and contractor pay runs, whether you're working with limited companies or payroll workers. Timesheet Portal automates the jobs you hate.Starting Price: $3.94/month/user -
36
PLYNTUM
PLYNTUM
PLYNTUM is a business workspace for agencies and other companies that deliver client work. It connects projects, clients, people, tracked time and finances in one system, so a team can see the next step and the company can see what the work costs. Plan client work on boards with owners, deadlines and files, in list, board, calendar and timeline views. Keep each client's agreements, requests and project history in one record. Track time and review it before it counts. Connect reviewed time and direct expenses to project value; track invoices, payments and receivables. Requests and approvals keep an owner and a recorded decision. Run several companies as separate workspaces under one account. Priced per workspace with members included, from $55/month; Launch has a 7-day free trial, no card needed. Built in Tbilisi, Georgia, by the team behind the creative agency Lost & Found. English and Georgian.Starting Price: $55/month per workspace -
37
Optivation
Optivation
Optivation is one workspace for the five jobs agencies run every week: forms, databases, pages, time tracking and invoicing. The whole client lifecycle runs in one system on shared data, not across five separate tools. A client intake form writes straight into your database as a record. Every record opens into a full page with notes, files, sub-tasks and a built-in timer. The hours you log there become the line items on an invoice, generated from that same record. It's built for solo consultants and small studios billing hourly or on retainer. You can start on the free plan. Solo is $19 a month. Studio is $49 a month for up to 3 seats, then $19 for each extra seat. Paid plans come with a 30-day free trial.Starting Price: $19/month -
38
Notch
Notch
Notch is a modern proposal and document builder tailored to small sales teams and agencies. It allows teams to collaborate effectively with their clients, track progress, and close deals faster. Key Features: - Shared Spaces: Seamlessly share proposals and documents with our simple Space builder. - Signatures: Incorporate e-signatures to get client approvals and close deals. - Interactive Offer: Create customizable proposals that clients can interact with, selecting or adjusting service packages directly. - Interactive Tasks: Assign tasks within the document, enhancing clarity on responsibilities and deadlines. - Space Analytics: Analyze client interactions to optimize content and increase engagement. Notch is ideal for small teams aiming to streamline workflows and improve sales efficie.ncyStarting Price: €19 per month/user -
39
Studio Designer
Studio Designer
Manage your interior design projects from start to finish with fully integrated project management, time billing, product sourcing, and proprietary accounting tools. Propose, order, invoice all project items, track team activities, and much more. Digitally source items from all your vendors. Track and bill your clients for your time. Collaborate and accept payments from your clients all in one place. Manage your finances with fully integrated tools created specifically for interior designers. Run unlimited reports on financials and projects. Our cloud-based application is available wherever you are. Assign tasks to your team, collaborate on projects, and place orders with vendors on your desktop or the mobile app. With one-on-one training, online video tutorials, and an extensive library of knowledge articles, you can get up and running in no time. Studio Designer provides you with the tools to manage the execution process of your projects.Starting Price: $44 per user per month -
40
Clientivity
Clientivity
A client-centric automation platform purpose-built to streamline Quote-to-Cash, client engagement, and back-office operations into one seamless experience. Designed for independent professionals and service-based businesses manage their core processes, it offers an intuitive, all-in-one toolset that integrates project management, invoicing, time tracking, billing, and more, all from a centralized platform, maximizing productivity while placing client relationships at the heart of every interaction. Clientivity is your all-in-one business command center. Instead of juggling separate tools for projects, communication, invoicing, and time tracking, you get everything in one place. Saves you time, reduces hassle, and cuts costs. Managing clients and operations should be effortless, not exhausting.. Whether you’re a freelancer or leading a growing team, Clientivity helps you focus on what matters — delivering value, not managing complexity.Starting Price: $19/month -
41
taskblitz
taskblitz
Organize your work and projects into tasks and collaboratively work on them. Get rid of email chaos and use the built-in chat for fast, easy and though powerful real-time communication. Get a powerful visualization of all your tasks, milestones and appointments. Share files with your team and use a shared space for project documentation. Take notes and write project documentation together with your team. Track your work time based on tasks or projects and always have team or project reports at your fingertips. Create effectively invoices and proposals semi-automatic based on your projects and timesheets.Starting Price: $25 per month -
42
Clouderial Project
Clouderial
Share your documents with your clients, suppliers and co-workers. Choose what is visible by each one with the help of a simple but powerful interface. Our applications only contain useful functions and make use of web standards. Don’t waste your time trying to keep information up-to-date from one application to another. Our applications share their data. To maximize security and confidentiality, our solution is hosted on the best Cloud supplier in the market. The online project management: initialize the budget, enter the planned expenses and follow up the progress using key performance indicators (KPI) and share your project with your contacts. Discover the new way to manage your projects. Create a quote or an invoice with the use of abacus estimations. Transmit and share them with your clients or suppliers. Initialize your project from the quote and build the invoice in one click.Starting Price: $10.00/month/user -
43
Timen
Timen
Timen is a simple time tracking and invoicing tool for freelancers, agencies, consultants, and small teams that bill for their work. It lets users track time with running timers or manual time entries, organize work by client, project, and task, review logged hours, and turn tracked time into clear reports and invoices. Teams can see where time goes, keep billing accurate, and avoid scattered spreadsheets or disconnected tools. Timen is built for people who want a straightforward workflow without extra complexity. You can track billable and non-billable time, manage clients and projects, review timesheets, generate invoices from tracked hours, and keep everything in one place. It is especially useful for service businesses that need simple time tracking, reporting, and invoicing in a clean interface that is easy to adopt.Starting Price: $9/user/month -
44
ContentWorkflow
ContentWorkflow
ContentWorkflow is the all-in-one management tool for creative agencies and content teams juggling multiple clients. Instead of stitching together a project tracker, a review tool, a scheduler and a storage drive, agencies run the entire pipeline in one workspace. The standout is the client review loop: send a review link that clients open with zero logins, and collect frame-accurate, timestamped comments directly on the video. Every plan includes unlimited free client reviewers. Around that sits everything else an agency needs: Kanban project stages from scripting to approved, version history, a content calendar with auto-publishing to TikTok, Instagram and YouTube, team and client chat inside the workflow, per-account analytics, and a 4K/RAW media library. Launch pricing starts at $20/month with a 14-day free trial, no card required.Starting Price: $20/month -
45
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. -
46
Stria
Automata Labs
Stria is the client workspace for freelancers and small studios. Clients review work, approve it, and pay through one passwordless link — no account, no per-reviewer fee. Every request they make is checked against the scope you locked, so "can you just…" gets priced and signed as a change order instead of absorbed. Proposals, contracts, sign-off records, invoices and receivables all sit on the same thread. Free plan, no card.Starting Price: $19/month -
47
clienwork
clienwork
clienwork is a collaboration tool for agencies and freelancers that consolidates scattered requests from email, chat, and docs into one place—from intake to delivery. It features a client request portal, AI-powered triage, and integrations with GitHub, Slack, and MCP to connect execution to client updates. Key capabilities include status tracking (triage/review/in progress/done), ownership assignment, threaded comments with internal/external context separation, real-time progress sharing with clients, and multi-language UI support.Starting Price: Free -
48
Planyway
Planyway
Planyway is an all-in-one team planner, calendar, and timeline for Trello and Jira to visualize workload and simplify resource planning process and weekly scheduling, in particular. Planyway's core features: ☞ Integration with Google Calendar, Outlook, Apple Calendar, etc. ☞ Multi-project management ☞ Recurring cards ☞ Checklists/Subtasks ☞ Dependencies ☞ Milestones ☞ Time tracking ☞ Reports ☞ Excel, CSV export ☞ Reminders and notificationsStarting Price: $5 per month -
49
Lancelot
MarketBranch
Quickly and easily create professional proposals that represent your freelance offering with Lancelot. It only takes minutes, not hours to craft the perfect proposal with Lancelot. Our aim is to make it as simple as possible to create beautiful proposals with ease. When you’re ready, send your proposal through Lancelot and get real-time notifications when your client has viewed your proposal. Your client can sign and accept your proposal directly through Lancelot, reducing the friction of sending documents back and forth. Save time and avoid the frustration of manual formatting. With Lancelot, creating a fully customized proposal takes minutes instead hours. First impressions matter. Impress your clients with a beautifully designed and professional proposal with a premium cover image. No more printing and scanning just to get a signature! Your clients can sign your proposal online with an e-signature. -
50
TaskBranch
TaskBranch
Flexible projects. Unlimited users. TaskBranch helps marketing firms manage projects in the cloud. Pay per project, not per user. Kick-Off to Sign-Off. And everything in between. TaskBranch is a cloud-based project management suite that makes it easy for digital teams to manage multi-phase projects in one place. Don’t let overly-simplified project management apps mess up your project’s structure or team’s workflow. The best platform built for digital teams. TaskBranch was originally built to streamline agency life. But from client reporting to project collaboration, our platform makes it easy for any team to keep projects on schedule, on budget, centralized and transparent. TaskBranch is a feature-rich platform that makes it easy for agencies and freelancers to manage projects with clients. From custom project phases to time reporting, keep track of every step in one place. Tailor each of your projects according to the phases required.Starting Price: $5 per month