Alternatives to OneDigiFlow

Compare OneDigiFlow alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to OneDigiFlow in 2026. Compare features, ratings, user reviews, pricing, and more from OneDigiFlow competitors and alternatives in order to make an informed decision for your business.

  • 1
    BidBook

    BidBook

    BidBookSoft d/b/a 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
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    NeerSoft CRM

    NeerSoft CRM

    NeerSoft Techonology

    NeerSoft CRM is a simple, fast customer relationship manager built for small and medium businesses — the ones that need to track leads, deals, invoices, and renewals without drowning in features they'll never use. It brings your customers, pipeline, estimates, invoices, tasks, and recurring services into one clean dashboard, so you always know what's closing, what's overdue, and what's due to renew. And with NIRU, its built-in AI assistant, you can create invoices, estimates, deals, or tasks just by typing what you need — and ask questions about your business to get instant answers from your live data. Why it's built for SMBs Most CRMs are made for large sales teams and priced accordingly — heavy, complex, and billed per user. NeerSoft flips that for the businesses the big tools overlook: No price per user. Add your whole team without the bill climbing. Flat pricing means your CRM cost doesn't punish you for growing. Zero learning curve. Clean interface.
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    CVenture

    CVenture

    Chamunda Tech-Net Service

    C-Venture is a free Sales Enquiry Management software to cater the needs to manage leads, quotes, follow-ups, managing sales order, Manage invoicing, Proforma invoice, Delivery Notes etc. Customer Support Management is also included in C-Venture that makes it a complete Customer Relationship Management Software. CRM that covers every aspect of business. Purchase management System makes C-Venture unique from all other CRM’s.. CRM that meets the needs of all business. Mail to Sales enquiry and mail to Support ticket features removes the pain to track emails. Sales executives can manage all their Enquiries and leads. They can manage customers contact informations etc. Sales Co-ordinators can view and respond to all enquries. Sales executives can update their follow-ups (Visit, Phone, Mail) and keep the team informed about follow-up. Automated daily report generated per sales executive as per follow-up data.
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    easygrahak

    easygrahak

    Swarajya Infotech

    “easyGrahak” is the real-time Customer Relationship & Sales Management platform is developed through guidance from experienced field sales experts who have created business growth by selling products and services over the years. It is a simple, easy-to-use business enabling and sales enhancing tool which gives you the ability to connect and view your valuable customer through a 360° perspective including organizing, managing and tracking every interactions across your entire organization in a very systematic way. “easyGrahak” CRM system helps you to manage and keep tracking of the all leads, enquiries, follow-ups, meetings schedules, reminders, client’s records, quotation, invoices and receipts in a very easy manner and systematic way.
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    Office24by7

    Office24by7

    Office24by7

    Every customer counts. Every deal counts. Make the best of your efforts in sales, marketing and customer support. Make happy customers. Make happy teams. Seamless communications leads to seamless messaging. The right tool empowers communication with robust technology and better problem solving. Treat your customers! Make them feel better about your product/services. Automation is not just easy for you. It customizes communication with your customers. Say good bye to manual tracking and engagement. Your sales force will always be on the same page. Make better deals. Make better customers. Talk about gratifying customers! Support is life and blood of a business. Go beyond making loyal customers. Make brand advocates.
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    Ecollat CRM

    Ecollat CRM

    Techtonic Enterprises Pvt Ltd

    Ecollat CRM manages leads, pipelines, and customer relationships for product-led sales and distribution teams. Capture leads with a Chrome extension, track deals on a pipeline, schedule follow-ups on the built-in calendar, and sync Gmail and Outlook so the full communication history stays on the right deal. Workflow automation handles lead nurturing and follow-up sequences. Unlike generic CRMs, it integrates natively with the Ecollat Quotation Tool and Digital Catalogs: quotes generated from live product data attach to the deal, and catalog engagement, such as pages viewed and products opened, appears in the record, so reps know what a prospect cares about before the call. Role-based access covers sales reps, managers, and distribution partners. Built for manufacturers, distributors, and D2C brands in building materials, sanitary ware, hardware, and consumer goods.
    Starting Price: $10/month/user
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    PipeCycle

    PipeCycle

    CustomerSquare.com

    Turn every channel into a revenue channel and drive business growth. Automatically Capture leads and sales enquiries from websites, emails, social channels, phone calls etc. Success of any business lies in proper monitoring and management of Sales pipeline. Visual pipeline helps you to stay abreast with all the deals in various stages. Get 360° customer view on a single screen. Communicate with your contacts across various channels. Access conversation history for every contact. Focus on important stuff and put the rest on autopilot. Create rules & workflows to Automate follow-ups, Automatically assign deals to users. Connect PipeCycle with other productivity apps. Capture Leads location, find Leads near you. Automatically capture team members locations and view on Map.
    Starting Price: $15 per user per year
  • 8
    KudosCRM

    KudosCRM

    KudosCRM

    KudosCRM is an AI-powered CRM designed to manage the entire customer journey in one platform—from lead capture and qualification to sales, delivery, invoicing, customer support, and growth. It combines contact management, sales pipelines, deal tracking, forecasting, quotes, e-signatures, project management, invoicing, support tickets, analytics, and workflow automation. KudosCRM helps sales teams capture and score leads, manage opportunities, automate follow-ups, forecast revenue, and track deals from a centralized customer record. Teams can create quotes, manage approvals, collect e-signatures, convert accepted quotes into orders, and streamline invoicing and delivery. Built-in AI features help users draft and reply to emails, rewrite and translate content, summarize customer records, extract information from documents, and add AI-powered actions to workflows. Its no-code workflow builder helps businesses automate repetitive processes and improve productivity.
    Starting Price: $9/year
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    Sales Desk

    Sales Desk

    Sales Desk

    Sales Desk gives you access to data generated by your team as they work. By creating and filling out sales reports, you can identify each sales rep’s strengths and weaknesses and also stay on top of everything that goes on in their sales cycle. It gives you an in-depth insight of who your customers are and what their buying patterns are like. In addition, Sales Desk prompts sales reps to follow up on their meetings and activities while also letting you know when important opportunities that are about to close, thereby giving a 360-degree visibility of your team’s sales cycle. Activity Base let’s user manage all their daily activities and keep a track of up-coming or pending activities. Every opportunity can be linked with a quotation that can updated and managed. Generating personalized quotations for company and users.
    Starting Price: $300 per user per month
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    Nice One CRM

    Nice One CRM

    Nice One CRM

    Nice One CRM is a simple CRM and business toolkit designed to help small businesses stay organised, follow up opportunities and manage everyday admin without complicated software. It brings enquiries, customers, quotes, invoices, tasks and follow-ups together in one easy-to-use dashboard, giving busy business owners a clearer view of what needs attention and what needs doing next. With Nice One CRM, you can record new enquiries, keep customer details and notes organised, track opportunities, create professional quotes, send invoices and make sure important follow-ups do not get forgotten. This helps reduce the risk of missed opportunities and makes it easier to move more enquiries towards paid work. Nice One CRM also includes Lead Finder, which helps you discover potential businesses you may want to approach. You can review prospects, save promising leads, generate outreach ideas and keep new opportunities organised alongside your existing customers.
    Starting Price: £9.99
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    Apptivo

    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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    CiuisCRM

    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
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    iSales CRM

    iSales CRM

    IT IDOL Technologies

    iSalesCRM is an AI-powered Customer Relationship Management (CRM) software built to simplify lead-to-deal management and help businesses close faster. With a clean, intuitive interface, it enables teams to capture and organize leads, prevent duplicates, manage multiple contacts per account, and track deals with stage, value, and closing dates. The activity tracker centralizes calls, emails, notes, and follow-ups, ensuring no opportunity slips away. AI-generated insights provide sales teams with key points, pain points, and next steps, while smart suggestions recommend the best follow-up times and relevant content to share. Designed for modern sales teams, iSalesCRM supports longer B2B sales cycles, high-value deals, and multiple stakeholders with ease. As a cloud-based solution, it is accessible from anywhere, helping startups, SMEs, and growing enterprises stay organized and productive. Plus, its free plan for up to 10 users makes it a cost-effective choice to scale sales.
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    Psalm

    Psalm

    Jordan Labs Ltd

    Psalm is a cloud-based CRM and business management system for small businesses that quote before selling. It manages inquiries, follow-up reminders, quotations priced by size, quantity, or fixed charge, sales orders, invoices, and payments. Customers can accept quotations online; accepted quotes become orders with deposit and staged payments, then invoices without reentering line items. Psalm tracks outstanding balances and ages overdue amounts into 30-, 60-, and 90-day periods. Business logos, colors, and letterheads can be added to documents. A guided importer reads Excel and Google Sheets, and paid plans include an AI assistant that works from business records. Pricing is per company: free for one person to manage invoices, quotes, and customers, with plans at £39/month for up to 3 people, £99/month for up to 15, or £199/month for up to 50. A 14-day free trial is available without a credit card.
    Starting Price: £39/month
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    Lynka CRM

    Lynka CRM

    Lynka CRM

    Lynka CRM helps small businesses find prospects and manage the work that follows. Search by country, city and industry, review business details, then save selected prospects to Sales. Track leads, deals and follow-ups, and create quotes and invoices. Free Forever includes Sales, Agreements and Inventory for one user, 1 GB storage, unlimited quotes and invoices, and professional PDFs without watermarks. It includes three one-time LeadGen credits; up to 45 businesses may appear across three standard searches, depending on the market. All plans can purchase extra credits. Pro is $14.99/month or $143.90/year with 15 monthly credits. Teams is $49.99/month or $479.90/year for up to five users, with 50 monthly credits. No credit card required.
    Starting Price: $0/month
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    workXmate

    workXmate

    workXmate

    Affordable CRM for B2B Sales Teams of all sizes. Maximise Sales Pipeline: Quickly identify key Opportunities & Risks & plan Activities to close more Opportunitieswith workXmate CRM. 360° Sales Data on Fingertips: Track Leads, Accounts, Contacts, Opportunities, Activities, Invoices, Quotes & Payments. Built-in Tally Integration. Error Free Transactions Visible to Customers: Seamlessly convert Qualified Leads to Opportunities and Quotes to Invoices with the CRM. Complete sales force automation on the Cloud available on Demand as SaaS: Provide Tools to your Sales Force to make smarter business decisions and close more deals faster. Segment your Customers to Maximise Returns: Use CRM software to segment customers using industry best practices and focus upon reaching out to your most profitable segments.
    Starting Price: $5 per user per month
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    Orgzit

    Orgzit

    P3Infotech Solutions

    We streamline Sales, Quotation, Service, and Finance by moving from scattered spreadsheets to a uniform centralized application. We help you to save time and stay informed. Get all information about the sales process in one place, customers, Opportunities, Quotations, Orders, Invoices, Service Tasks, and anything else you need. We help you to improve communication horizontally and vertically. We provide sales managers, sales reps, estimators, finance, and service reps a solid place to communicate about the sales process. The CRM software for sales reps provides complete information and a seamless transition. Increase employee productivity and communication by consolidating information on a single tool. Track all information about a customer in one place without compromising on data security and ease of use. Don't let a traditional enterprise CRM stop you from improving your sales process because of complex and expensive configurations.
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    Method:CRM

    Method:CRM

    Method Integration

    Method:CRM is the #1 rated CRM by QuickBooks Desktop & QuickBooks Online users. Integrations Method:CRM's patented real-time sync with QuickBooks, automatically updates customer information, invoices, payments, and more between Method and QuickBooks. Method:CRM also offers native integrations with Gmail, Outlook, and Mailchimp, or connect hundreds of other apps via Zapier. You can manage all your daily workflows with one simple system and say goodbye to double data entry. Lead management Forget about spending hours on admin work and entering sales leads. Instead, use Method:CRM to let your sales team focus on finding new prospects, nurturing leads, and closing deals. Streamline your sales process by managing your estimates, invoices, and opportunities in one place with Method:CRM. Customization 100% customizable, 100% code-free. Method's drag-and-drop tools allow you to create a custom CRM that mirrors your business processes and evolves with your company's growing needs.
    Starting Price: $25.00/month/user
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    VARstreet CRM

    VARstreet CRM

    VARStreet Inc

    VARStreet CRM helps you keep track of all the quotes that went out of your company. Your salespeople can work on opportunities, add notes, and activities, create To Do’s run follow-ups, etc. This provides them tremendous control over the entire process. They will be able to get better insights into the quotations and orders. Also shopping carts that were abandoned can be followed up better because of increased analytics in the CRM. A complete overview helps them do their job better which in turns helps in an increase in sales. VARStreet CRM is an extension of our quoting and eCommerce modules. All the quotations create Opportunities in the CRM for salespeople. Similarly, all the abandoned carts are also available in the CRM for follow-ups and further actions
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    AIKASIX

    AIKASIX

    AIKASIX Group Oy

    AIKASIX is a browser-based construction management system for Finnish contractors. It brings estimating, quotation requests and proposals, project setup, scheduling, task management, worksite documents and drawings, time entry, invoicing, and accounting-office materials into a shared project workflow. Office users can prepare estimates and quotes, manage projects, review hours, and create invoices; site personnel can log time and access job documents from a phone. Additional functions include cost tracking, supplier quote comparison, planning, main-contractor workflows, and site access control. Separate plans cover time tracking and site access, while the Ydin plan combines estimating, quotes, projects, hours, invoicing, and accounting materials. Pricing is monthly, with included office and mobile users and additional user charges. Optional onboarding can include data transfer and staff training.
    Starting Price: EUR 99/mo (Tunnit), excl. VAT
  • 21
    Webhuk

    Webhuk

    Webhuk ERP Solutions

    Webhuk is a cloud-based operational workflow platform designed for SMEs to manage core business processes in one system. It connects the full lifecycle from customer enquiry, quotation, and sales orders to procurement, inventory, invoicing, and payment tracking. The platform enables businesses to generate quotations, manage supplier RFQs and purchase orders, track inventory across branches, and monitor receivables and payables in real time. It also supports container-based pricing with landed cost allocation for import and distribution businesses. Webhuk replaces fragmented workflows typically managed across spreadsheets, emails, and disconnected tools, improving accuracy, visibility, and operational control. It is built for distributors, trading companies, import/export businesses, and growing SMEs seeking a practical system to manage operations from quotation to cashflow.
    Starting Price: $7/user/month
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    PROMOS

    PROMOS

    OrkneyIT

    PROMOS is specialist business software for promotional merchandise distributors, covering CRM, quotations, purchasing, artwork, production, invoicing and reporting. From first enquiry to final invoice, PROMOS brings sales, quotations, purchasing, artwork, production and financial control together in one integrated system. PROMOS wasn't created as generic CRM or order-management software and then adapted for promotional merchandise. Its origins are inside the industry itself.
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    Teknovate CRM

    Teknovate CRM

    Teknovative Solution

    Teknovate CRM is the best B2B & B2C Sales and Marketing Software for Indian & International Markets that helps by Synchronizing Customer Communication among Business departments. It acts as a Personal Lead Manager for you. It will Capture your Leads from all Sources, Send Introductory Mail/SMS to the Lead & reminding you of all your activities. You can manage multiple departments within one Organization like Sales, Marketing, Projects & tasks, Service Tickets, and Potentially other teams too. Never forget any follow-up by our personalized task reminder dashboard. Automatically Assign leads to the appropriate salesperson based on area or product/service and manage it effectively. Reduce time in follow-up by our marketing automation & auto-follow up the system. Reduce tasks & Increase the performance of your employees. Increase leads conversion ratio by automated, Targeted & constant follow up. Get Live and most advanced reports by Our BI Reporting dashboard.
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    QwikQuote

    QwikQuote

    QuikQuote

    You can use QwikQuote as long as you can connect to internet to access your quote software hosted in your Office PC, terminal Server, Citrix App Server, or Cloud. In all cases you have the same feeling and productivity without extra training or reeducation. You can choose the right remote access approach to your quote software system to meet your business and management requirements. That's why Personal Selling Power said 'QwikQuote is the leading business sales Quoting Software for customized sales quotes, sales invoices and estimates and you'll be glad because 'even the most complex quotes become a breeze.' QwikQuote is the original desktop quoting software that allows salespeople to effortlessly create sales quotes and sales invoices with only a few clicks of a mouse. Quoting should be easy and uncomplicated so you move quickly from a proposal to to an invoice, that's why we are known as 'The Easy One.' (See our Learning Center Video Making a Quick Quote).
    Starting Price: $199 one-time payment
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    Smart Contractor

    Smart Contractor

    Smart Construction Software

    The designers of SmartContractor software have worked in the construction and software industries for over 30 years. We’ve been through it all, so we know exactly what you’re dealing with. And we work with construction professionals who use SmartContractor every day, to constantly improve and enhance the program to meet your needs. Integrated construction estimating, accounting, and project management software specifically designed for small to medium construction businesses. Integrated software means that you only enter data once, and data entered in one part of the program is available to all other parts of the system. The data that you enter in a job estimate is used in everything that SmartContractor does, so the estimate is the core of the SmartContractor system. This is what we mean when we say that SmartContractor is “integrated” construction estimating software. You enter the data once, and then use it in everything the program does.
    Starting Price: $495 one-time payment
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    FlowZo CRM

    FlowZo CRM

    California Software

    FlowZo CRM is a cloud-based CRM and sales automation platform designed to help businesses manage leads, customer interactions, sales activities, follow-ups, and business processes from a centralized platform. FlowZo CRM provides lead and deal management, sales pipeline tracking, task and activity management, calling and call recording, WhatsApp integration, email communication, workflow automation, quotation management, reporting and analytics, field sales tracking, and team management. The platform helps sales teams improve lead follow-ups, automate repetitive activities, monitor sales performance, and manage customer relationships efficiently. FlowZo CRM is suitable for startups, SMEs, enterprises, sales teams, field sales teams, and businesses looking for an integrated CRM solution.
    Starting Price: ₹6000/year/user
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    Saleoid

    Saleoid

    Saleoid

    Saleoid is an all-in-one business growth platform built for startups, small businesses, and growing teams that want better results without managing multiple tools. Unlike traditional CRMs that only store contacts, Saleoid helps businesses capture leads, automate follow-ups, close deals, and manage daily operations from one unified system. Instead of using separate software for CRM, email marketing, scheduling, billing, and communication, Saleoid brings everything together in a single platform. This reduces manual work, eliminates data silos, and keeps every customer interaction connected. With a visual Sales CRM, built-in marketing automation, and multi-channel communication across Email, SMS, and WhatsApp, teams can manage pipelines, run personalized campaigns, and respond faster. Saleoid also supports the full customer lifecycle, from estimates and invoices to subscriptions, appointments, landing pages, and secure document management.
    Starting Price: $5/month
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    Contractor's Office
    Contractor's Office is an advanced, easy-to-use estimating software that includes features such as professional CRM (customer relationship management), bid management, quotation, invoicing, job tracking, accounting and job scheduling. This out-of-the-box solution comes with localized, accurate residential/commercial cost database, pre-defined and customizable templates, job costing and budget-to-actual control tools, and external interfaces with other software. PrioSoft has sold over 5,700 systems to construction professionals. We have found that customers choose our software because of its quality performance, accurate cost databases, its variety of quotation and invoice formats (including AIA), ease of use, and customer support.
    Starting Price: $795.00/one-time
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    Stonify

    Stonify

    Stonify

    Stonify helps stone fabricators and countertop shops manage jobs from lead to installation. Manage the sales pipeline, track leads, prepare estimates, and follow up on quotes. Create countertop drawings, view the same layout in 3D without redrawing it, and share a link to the 3D view in customer quotes. Manage slab and remnant inventory, production schedules, installation planning, job documents, invoicing, and reporting in one connected system. Integrations: QuickBooks Online, Avalara, Nuvei, Stripe, Slabsmith, Horus Scanner, SpeedLabel, Twilio, Claude, and Codex.
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    CRMit

    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.
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    Stubie

    Stubie

    LinxAI

    Stubie is quote-to-payment software for South African small businesses that handle customer enquiries by email. It reads email text and attachments, matches requested items to the business’s price list, and prepares draft quotations for owner review. Approved quotes are shared on hosted pages where customers can accept, download a PDF, and pay by PayFast or EFT with a unique reference. Stubie can create Sage Accounting invoices from accepted quotes and add Bob Go courier rates and bookings. It is designed for quoting workflows in printing, signage, engineering, catering, events, and security installation.
    Starting Price: R5,500/m plus R8,750 setup
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    Clouderial Project
    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
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    Pursuit

    Pursuit

    Vertigraph Inc

    Pursuit is the AI-powered construction CRM built for estimators, every customer, every correspondence, every bid date, every win, tracked in one place. It brings bid docs, takeoffs, and emails into one Project Brain, where every drawing, spec, soils report, email, and takeoff flows into a shared workspace, and the connections get made automatically. PDFs, specs, emails, takeoff exports, and soils reports can be dragged in, indexed, and linked to what matters, so frost depth finds its way to the spec, owner deadlines find the calendar, and scope, quantity, and deadline questions come back with the page they came from, not a guess. Built around construction bids instead of generic sales funnels, Pursuit organizes bid dates, RFQs, vendor quotes, follow-ups, hit rates, and correspondence without forcing estimators to bend their process around a CRM made for software sales.
    Starting Price: $199 per year
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    Tudodesk

    Tudodesk

    Tudodesk

    Tudodesk is an estimating, invoicing, job management, shipping, communication and support platform that powers workshops worldwide. If you're a creative, or part of a creative team you will know that handling the endless paperwork and communication required to win new customers, ship and deliver a five-star service can be, to say the least, distracting. Create and send professional multiple page proposals, quotations and estimates with no effort and impress your customers with proposals that make you stand out. Start sending beautiful professional invoices. With minimal typing, they always look great, are mobile and tablet ready and automatically calculate sales TAX, GST and VAT. Create and share professionally branded job sheets. Keep all your job specifications, photos and progress in one place — Manage order books, update customers.
    Starting Price: $29 per month
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    Nexley

    Nexley

    Nexley AI

    Nexley is a cloud-based AI estimating and business-management platform for UK tradespeople and small construction contractors. It reads tender documents and drawings, measures take-offs, and prepares bills of quantities using a contractor's own rates for review. Users can capture enquiries, create quotes and estimates from price lists, schedule jobs, and issue and follow up invoices. The platform also helps manage job paperwork such as RAMS, certificates and receipts, and track job costs and cashflow. Nexley lists accounting connections for Xero, QuickBooks and Sage, plus integrations including WhatsApp, Slack, Fergus and ServiceM8. It supports work across trades including electrical, roofing, drylining, gas and heating, and fit-out. It is designed to help contractors handle tendering and administrative tasks in one service, with commercial documents prepared for user review.
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    TeamGram

    TeamGram

    TeamGram

    The CRM that doesn’t stop when you close. TeamGram works across departments, helping everyone in your company collaborate to achieve amazing sales performance and customer satisfaction. Use it to write quotes, track orders, manage post-sale activities, assign tasks to mobile teams and more. TeamGram dashboard provides real-time insights into vital business metrics, without having to dig through spreadsheets. Quickly discover what needs your attention and make faster decisions. The pipeline view enables you to see all your deals at a glance and makes it easier to focus on your next actions. Drag&drop your deals from one stage to the next, take control of your sales process in a very simple and visual way.
    Starting Price: $12 per user per month
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    Online invoices

    Online invoices

    Online invoices

    OnlineInvoices Software makes it easy to manage sales, create invoices, receive and keep track of payments, do your business accounting and calculate taxes, use comprehensive real-time reporting feature to accurately measure business progress. With the Online Invoices simple (and advanced) tools you can view business activity to any level, for easy follow up at any stage of any client, invoice, payment or staff. The Online Invoices innovative system enables you to invoice clients fast - receive and track payments online. Use built-in powerful features to manage recurring invoices and payments. Combine this with easy transitions from estimates and quotes to active invoices and you will discover how it will help you to develop your business. Create a profile for Each Client and add related notes or attach files to it (with the ability to share with the client).
    Starting Price: $9.95/month
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    AeroQuote

    AeroQuote

    AeroQuote

    AeroQuote is air charter software built for large and small operations. It's an easy way to produce beautiful and accurate quotes for air charter operators and charter brokers. Price your quotations more accurately, see all your costs, and generate high-quality quote documents in just minutes. Manage your fleet and crews, and deliver high-quality service to your clients with easy online charter booking management. The easy way to create fast, accurate air charter quotes for your whole aircraft fleet. Enter your customer's travel details and let AeroQuote do the rest, even automatically adding in ferry sectors to and from your aircraft home bases. With our quick and easy-to-use interface, you'll be able to take the guesswork out of pricing and get charter estimates that are just right for your customer. Your quick quotes will show you the estimated price for your customers based on the charter and ferry duration.
    Starting Price: $120 per month
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    WRKZY

    WRKZY

    WRKZY

    WRKZY brings shared WhatsApp and email conversations, contact and company records, sales pipelines, catalogs and quotes, campaigns, tasks, and workflow automation into one governed workspace. Teams can assign conversations, preserve customer history across handoffs, connect commercial work to the underlying messages, and keep the next owner and action visible. It is designed for B2B sales, support, customer-success, and customer-operations teams. AI assists with summaries, drafts, and suggestions, while users review outputs and remain responsible for actions. Feature list Shared WhatsApp and email conversations Deals and configurable pipelines Quote creation and buyer-review workflow WhatsApp and email campaigns AI-assisted summaries Contact and company records Workflow automation Conversation status, priority, follow-up and SLA controls Product and service catalogue Team inboxes, ownership and routing
    Starting Price: ₹1,000/user/month
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    Cloud4Feed

    Cloud4Feed

    Cloud4Feed

    Through Cloud4Feed's omnichannel feedback options, customize the feedback collection channel accordingly to your customer touchpoints and receive a high number of customer feedback. Customizing the feedback triggering frequency depending upon the processing time intervals at the touchpoint, prevents the delivery of an overwhelming number of surveys to your customers. Set validity periods for submitted feedback surveys. Manage reminder setups for your customers who have not yet shared feedback. Customers can easily convey to retailers their expectations about the store or brand, their views on the store's appearance, and even their wishes about the product/service they request. In the automotive sector, customer feedback is collected at different contact points and reported to enable managers to take action. The most appropriate channel is selected for the customers who have received service, and they are reached as soon as possible.
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    eXert CRM

    eXert CRM

    eXertERP

    eXert CRM Software is a an advanced web based CRM software that combines sales, support and planning in order to reach the targeted audience for a better understanding about where the enterprise stands in terms of lead generation, follow-up, bucketing, sales funneling and forecasting regarding the various services or products offered to the end users. eXert CRM System is a handy web based tool with the latest integration features as a tab/palm/device ready application. eXert CRM software is designed on the basis of the current lifestyle and trending of the target audience and demographics. Client/Customer management would be increase efficiency with the 360 degrees integration through quotation/Orders to mention a few..
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    PowerQuote

    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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    PlanProphet

    PlanProphet

    PlanProphet

    PlanProphet is a customer relationship management and marketing automation engine tailored for the printing and graphics industry. Powered by Salesforce, it integrates seamlessly with your print estimating platform to provide lead management, data analytics, and comprehensive customer relationship management. PlanProphet automates customer-facing communications, such as quote follow-ups and post-sale check-ins, to boost productivity and enhance the customer experience. Its system optimizes the approval process by allowing users to send proofs to clients, monitor them live, and automatically send reminders. The platform also offers a mobile app, enabling users to access customer data, view and send quotes, and manage prospects in real time. PlanProphet's project management module, powered by Asana, helps track projects, streamline communication, and boost productivity effortlessly.
    Starting Price: $50 per month
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    Clean Invoice

    Clean Invoice

    Clean Invoice

    Clean Invoice is a web-based invoicing and quotation software specifically designed for freelancers, self-employed individuals, and small businesses. The tool enables users to create and manage clients, systematically record products and services, generate professional quotes, and send invoices with just a few clicks. Clean Invoice ensures compliance with e-invoicing regulations, allowing users to easily meet legal standards. Its intuitive user interface allows users to efficiently manage their business documents without complex processes. The goal is to simplify the entire invoicing process and provide companies with a reliable solution for their financial management.
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    OttoCRM

    OttoCRM

    OttoCRM

    OttoCRM is a trusted CRM software company in India that helps businesses manage leads, customers, follow-ups, deals, and sales activities from one simple platform. It gives sales teams a clear view of every opportunity, helping them stay organized and respond to customers on time. With features such as lead management, sales pipeline tracking, WhatsApp CRM, AI Copilot, quotation management, reports, and performance dashboards, OttoCRM makes everyday sales work easier. Businesses can also connect their preferred tools and keep customer conversations in one place. The platform is suitable for startups, small businesses, growing companies, and larger sales teams across different industries. Its simple interface allows users to get started without complex training.
    Starting Price: $5/month
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    Kylas

    Kylas

    Kylas

    Kylas is an enterprise-grade Sales CRM software that is uniquely designed and engineered for SMBs. The product helps small and medium businesses to streamline their sales efforts, engage with customers effectively and grow faster. Kylas offers the following at a flat cost of INR 12,999/month. 1. Unlimited User Licenses 2. Unlimited Features 3. Onboarding & Training by CRM Experts. Kylas helps you to do a quick search, filter as per need and also provides a 360º view of all your Leads, Deals, Contacts and Companies - the key pillars of your Sales Pipeline. Kylas helps you to quickly capture your Leads from various sources, understand which ones to Convert into Deals & which ones to unqualify. Ensure your sales deals never go sideways with effective Sales Pipeline Management. Create Multiple & Fully Customizable Lead & Deal Pipelines with multiple stages to suit your requirement.
    Starting Price: ₹12,999 / Month
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    Sales Simplify

    Sales Simplify

    Sales Simplify

    Sales Simplify is an app that saves salespeople up to 3 hours per day by drastically reducing the amount of work they have to fill out. It's already been used in the USA and India, and it's time to expand it worldwide. Convert your new leads into junk and deal with just a click! Maintain notes, logs, activity, emails with a complete 360-degree overview. With the help of Sales Simplify you can easy to Organize Leads, Contacts, Activities, track, schedule, and manage various tasks all in a single place and get in-depth reports to make a more accurate decision that increases your conversion Easy drag and drop sales pipeline that avoids long processes and increases your deal velocity, sales, & growth.
    Starting Price: $19/month/user
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    QuickCRM

    QuickCRM

    Techforce Global

    QuickCRM is a cloud-based customer relationship management (CRM) application for organizing sales leads, customer activity and deals. Teams can manage lead and customer records, track interactions, and move opportunities through a visual sales pipeline. The product also supports follow-up tasks and automatic call logging, and includes an AI assistant described as researching a lead and preparing talking points before a sales call. Recruitment teams can manage client mandates and candidate submissions in parallel pipelines. QuickCRM is aimed at small businesses and sales teams that need a shared place to track prospects, customer conversations and deal progress. It is developed by Techforce Global.
    Starting Price: $20/month
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    CorkCRM

    CorkCRM

    CorkCRM

    Take notes, book appointments, and follow up with leads automatically. Enter leads automatically via our Mailparser integration. New customers can book appointments online or over the phone. Sync appointments with Google Calendar. Once setup, new appointments will sync automatically. Impress your clients with sleek custom proposals. Cork makes it really easy to create detailed proposals. When you are at an estimate just fill in the blanks and email it to the customer. Customers can sign contracts on the spot or later on via email. Electronic signatures can be collected from a phone, laptop, or tablet. Used in combination with our online payments feature, estimators can eliminate the second trip back out to the house. Keep your business on schedule with our built-in job schedule. Establish a start/ end date and then assign a crew. Your crews can see for themselves where they need to be.
    Starting Price: $99 per month
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    Building Supply Controller

    Building Supply Controller

    Controller Series Software

    The Building Supply Controller uses the proven stability of the Controller Series platform coupled with specialized building supply industry features. This is how we meet the needs of our clients and provide the most full-featured product in the industry. Supports scanners, display poles, card swipes, and scales. Multiple units of measure (e.g. MBFM, piece, linear foot, sq. ft.) per item. Seasonal and sale pricing Quotations, to sales order, to invoice, instantly. “Buy down” feature for partial billing/partial delivery. Supports “Seljax Estimator” software integration. “In House Manufacturing” function for RTM building construction. Supplier price catalogues interface. Customer purchase/service history, and the ability to change account restrictions with one touch. Breakpoint deals for large volume sales. Cross-reference pricing for items with multiple suppliers. Create packages and kits. Customer special pricing. Item linking for deposits and enviro fees.