Alternatives to Workspace369

Compare Workspace369 alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Workspace369 in 2026. Compare features, ratings, user reviews, pricing, and more from Workspace369 competitors and alternatives in order to make an informed decision for your business.

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    Cone

    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.
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    Verbial

    Verbial

    CB Platforms

    Verbial is web-based agency management software for marketing agencies. It combines a CRM pipeline with proposals and e-signatures, client and project records, time tracking, invoicing and profitability reporting. Teams can turn a won deal into a proposal, client, project and first invoice, approve weekly timesheets, and use approved hours when preparing invoices. The software supports recurring retainers, hourly and project billing, usage overages and ad-spend pass-through. Client portal reporting and profitability views help agencies review delivery and account performance. Integrations include Google Workspace, Gmail, Google Calendar, QuickBooks Online, Slack, Ahrefs and selected AI and meeting tools. Verbial helps agencies coordinate client work, recurring revenue, delivery budgets and margins.
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    Clientary

    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.
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    Woventri

    Woventri

    Woventri

    Woventri brings clients, invoices, income and expenses into one browser-based workspace for freelancers and creators. Start with one client and an unsent draft invoice. Free includes 2 invoices created per month (drafts count), 5 clients, 50 transactions per month, receipt uploads and one starter import of up to 50 transactions within that allowance. No credit card is required. Plus adds recurring invoices and transactions, time and mileage tracking, multi-currency records and CSV imports. Pro adds unlimited invoices, clients and transactions, proposals, a client portal, project boards and profit reports. Business adds branded invoice headers and more collaboration. Eligible sellers can accept invoice payments through Stripe Connect; provider fees apply. Web subscriptions are priced in USD: Plus $9/month, Pro $19/month and Business $39/month; annual billing is available. It provides record keeping and tax reserve planning, not tax filing or automatic bank feeds.
    Starting Price: Free; paid from USD $9/month
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    MonoDesk

    MonoDesk

    MonoDesk

    MonoDesk is an all-in-one workspace for freelance creatives, agencies, and studios. Manage clients, client portals, projects, tasks, milestones, weekly planning, time tracking, team collaboration, leads, proposals with e-signatures, invoices, and an AI Co-Worker in one place.
    Starting Price: Free during beta; paid plans a
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    Tommos

    Tommos

    Tommos

    Tommos is an AI-assisted CRM for founder-led service businesses that manage sales from inquiry through contract and invoicing. Its Tommo SDR agent responds to website inquiries and schedules discovery calls; Tommo Closer prepares call recaps, proposals, and follow-up emails; and Tommo Legal reviews client contracts against the seller’s stated positions and drafts clause memos. Work is presented as approval cards for review before messages are sent. After 12 approvals of the same type without edits, users can allow that email action to run automatically. For won deals, users can review proposed invoices and send them through Mercury. Tommos also provides a browser-based CRM, Google Workspace connections, and access through a REST API and MCP server for project- and service-based B2B sales workflows.
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    Propovo

    Propovo

    Propovo

    Propovo is a cloud-based proposal and sales workspace for agencies, consultants, freelancers and sales teams. It helps users turn client notes, meeting transcripts and business context into editable proposals, statements of work, contracts and quotes. A visual editor supports reusable templates, branding and service pricing, while branded client rooms provide a place to share documents, collect electronic signatures and follow engagement activity. Contacts, deals, proposals and client rooms are connected in a sales pipeline, helping teams manage opportunities from initial contact through document delivery. Propovo Copilot assists with preparing client communications for user review. The service connects with CRM, calendar, email and workflow tools through documented integrations, and supports webhook-based workflows. Browser-based access supports creating proposals, collaborating with clients and managing sales documents.
    5.0 out of 5 stars 1 Rating for Propovo
    Starting Price: $29/seat/month
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    ClientDeck

    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.
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    Stria

    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.
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    Kaliun

    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
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    Workspace

    Workspace

    TapChief

    Create proposals, manage projects and send invoices, all in one place, with Workspace. Manage leads and win more clients with beautiful proposals. Organize leads into groups with custom labels. Create proposals from existing templates and save to reuse later for different clients. Collect project requirements with custom forms shared on email or chat. Manage multiple projects on one dashboard. Track progress across projects and zoom in on details to address risks. Customize stages and properties to match your project lifecycle. Add team members and invite clients to share updates in real-time. Breakdown projects into tasks and milestones. Scope your projects by creating tasks from templates or previous projects. Assign tasks to teams, create sub-tasks and set due dates. Track your tasks in a calendar, board or list view and filter by assignee or project. Create invoices, manage your finances and get paid, on time.
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    COLO

    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.
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    Stuvelo

    Stuvelo

    Stuvelo

    Stuvelo is a web-based CRM and project workspace for freelance filmmakers, videographers, and video production studios. It brings client and lead management together with tools for organizing work from inquiry through delivery. Users can track leads in a visual pipeline, collect project details in briefs, and manage production planning with shot lists. The workspace also supports proposals, contracts, client review, and invoicing, helping teams keep business administration and project information in one place. Stripe payment processing is available for invoices. Stuvelo offers Solo and Studio subscriptions for independent creatives and production teams, with monthly and annual billing options and a 14-day trial. The software is designed for video-focused service businesses that need to coordinate client communication, sales, project preparation, and billing without relying on a general-purpose CRM alone.
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    PLYNTUM

    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
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    Roadbase

    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.
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    Lancelot

    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.
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    Clozo

    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
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    CleanPricer

    CleanPricer

    SKYSEED TECH LLC

    CleanPricer is a web-based pricing toolkit and Android app for independent cleaners and cleaning businesses. Its browser calculators estimate residential cleaning prices using home size, bedrooms, bathrooms, cleaning type, condition, visit frequency and U.S. state wage data; other tools support commercial and janitorial bids, labor costs, business planning and service pricing. Users can adjust rates and options, review estimated labor time and price ranges, and print or share results. Free web tools also include estimate, proposal, invoice, contract and price-list templates. The Android app supports client records, quotes, proposals, invoices and service agreements, with PDF sharing and on-device signatures. Optional Pro plans add features such as expanded client storage and document sending, with features varying between the web service and app. Estimates are planning guides rather than guaranteed customer quotes.
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    BillGrid

    BillGrid

    BillGrid.com

    BillGrid brings client work together for freelancers and small service businesses. Manage projects, tasks and milestones; send proposals with packages, extras and client approval; and keep signed contracts connected to the work. Track time and expenses, turn billable work into invoices, and accept card or eligible US bank payments through your own Stripe account. BillGrid adds no payment-processing fee. Pro and Team add a branded client hub for comments, approvals and files, plus recurring invoices, client reminders, late fees and retainers. Connect Google Calendar, QuickBooks Online and compatible AI assistants, including Claude and ChatGPT. Start on Free with three active clients and three invoices, estimates or contracts sent per month. Projects, tasks, time and expenses are unlimited on every plan. Pro is for one person; Team includes three logins. Monthly and annual plans are available.
    Starting Price: $0; Pro from $8/mo annually
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    Chalmsy

    Chalmsy

    Chalmsy LLC

    Chalmsy is AI-native business management software for small service businesses — florists, event planners, venues, interior designers, consultancies and trades. One thread runs from first inquiry to paid invoice. Describe a job in plain language and Chalmsy drafts a priced, brand-skinned proposal built from your own materials, labor rates and multipliers. Clients review, comment and accept it online. Accepted work becomes a project, then an invoice, then a bookkeeping entry — nothing is re-typed between tools. Includes quoting and estimating, proposal versioning and change orders, online acceptance, deposits and payment schedules, automated quote follow-ups, a client CRM, project tracking, invoicing, receipt capture, ledger and profit-and-loss reporting, and a QuickBooks connection. Gmail, Google Calendar and Google Drive connect in one click. Every document carries your brand, not ours. Priced per business, not per seat, from $15 a month.
    Starting Price: $15/month, seats included
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    Baseqore

    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)
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    Fleksi

    Fleksi

    Fleksi.io

    Fleksi is a browser-based work management and invoicing platform for businesses and organizations. It brings customer records, proposals, work orders, schedules, time entries, expenses, receipts, materials and invoices into a shared workspace. Teams can assign and track jobs, attach locations, photos and documents, record and approve hours and costs, and carry billable work into invoices. The product also supports customer and supplier records, purchasing, reports, and CSV data exports. Its workflows are intended for field and project work such as construction, HVAC, electrical service, maintenance and cleaning, as well as office, consulting and IT project work. Fleksi can be used for customer operations and internal processes, with access through a web browser on desktop or phone. A free single-user workspace is available; adding collaborators starts a 30-day trial, and paid subscriptions require a separate agreement.
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    PitchRoom

    PitchRoom

    PitchRoom

    PitchRoom helps freelancers and small agencies turn client quotes into shareable proposal rooms. Sellers can enter a client’s name, scope, and three priced options, or paste existing proposal text, then send one link that clients can open in a browser to compare options and select one. Email alerts notify sellers when a client opens the room or picks an option. In paid rooms, clients can sign off with their name and email, then view the seller’s deposit payment link or bank-transfer instructions; PitchRoom does not process client payments. Paid plans also support PDF and PPTX exports. PitchRoom focuses on proposal sharing and approval rather than full e-signature, CRM, or accounting tools.
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    TradePilot

    TradePilot

    TradePilot

    TradePilot is an AI-powered field service app for handymen and remodeling contractors. Scan rooms with iPhone LiDAR, generate detailed estimates with Pilot AI using your rates and price book, send proposals with e-signatures, schedule jobs, track costs with live margin monitoring, and invoice clients — all from your phone. Includes a 3-mode Rate Calculator, voice-to-estimate, and built-in CRM. Two flat-rate plans starting at $29/mo with no per-user fees.
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    Groundflag

    Groundflag

    Design Master Solutions, LLC

    Groundflag is cloud construction management software for U.S. remodelers, specialty trades, general contractors, and home builders. It brings jobs, estimates, online approvals, invoices and payments, time tracking, a client portal, schedules, daily logs, photos, and documents into one browser-based workspace. Teams can build Gantt schedules with dependencies, record daily work by voice, track budgets and job costs by cost code, and manage change orders. Clients can review project information and approve proposals or change orders online. AI drafts daily-log text for a foreman to review and sign. The interface is available in English, Spanish, and Portuguese, so field and office staff can work in their preferred language. Groundflag runs in desktop and mobile browsers; native mobile apps are not yet available.
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    Studioworks

    Studioworks

    Studioworks

    Studioworks is proposals, invoices, payments, and a client hub for freelancers, studios, and agencies: designers, illustrators, photographers, writers, and developers. Send a proposal as a link; your client signs it online without making an account, and the signature sets up the project and its deposit invoice. Invoices carry your brand, take payment online, and come as a PDF, with fixed fees, per-unit lines, recurring invoices, reminders, and multiple currencies. Every client gets a hub with your logo, colors, and fonts, on a studioworks.app address or your own domain. Payments run through your own Stripe account, and Studioworks doesn’t take a cut: you pay Stripe’s rates and nothing more. A bank transfer costs 0.8%, capped at $5, so a $4,000 invoice costs $5 to collect, where 1% would be $40. Checks and wires are free. The only money Studioworks makes is the subscription: $39 a month for one person, $79 for a team of up to 9, or $199 for up to 99, each with a 14-day free trial.
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    Proposeful

    Proposeful

    Proposeful

    Proposeful is the perfect solution to send proposals and contracts, track when clients open them and close sales faster with electronic signature. Proposeful is the perfect business proposal software to write beautiful proposals and share them with clients quickly. With our business proposal software you'll know when a client opens your proposal and how long they spend on each part of it. Let clients accept your proposals with just a few clicks. Connect Proposeful to your CRM and thousands and other tools to automate your proposals. Invite unlimited users to your account and let them reuse proposal templates and easily close deals. Organize and search proposals with tags and see how well they've performed. Know how clients interact with your proposals with our intelligent reports. Every access is tracked and you can learn how long your client spent on each part of your proposal. All of our templates are fully customizable.
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    KIWI

    KIWI

    nammu

    KIWI is a browser-based AI workspace for freelancers, independent professionals, and small businesses. It combines geographic lead discovery and a client CRM with tools for sales follow-ups, quotes and invoices, email and calendar, projects and tasks, documents, spreadsheets, landing pages, social publishing, and video creation. Its assistant and specialist agents use workspace context to prepare prospect research, messages, quotes, invoices, posts, and other business tasks. Users review and approve actions before outbound messages are sent, content is published, or billing actions are completed. The workspace also includes brand guidelines and the Aukimi creative suite. A free plan provides basic workspace access, while Premium adds more AI credits, storage, and specialist tools; users can manage multiple businesses and their separate brands and records in one account.
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    Clearmargin

    Clearmargin

    Clearmargin

    Freelancers and small teams don't have a billing problem — they have a juggling problem. One app for proposals, another for time tracking, a spreadsheet for expenses, a third tool for invoices, and maybe QuickBooks because someone said they should. Things slip through the cracks. An invoice goes out late. Hours don't get logged. A cost gets eaten because nobody tracked it. The mental overhead of keeping it all straight is exhausting. Clearmargin puts proposals, time tracking, expenses, invoicing, and payments in one place. Build professional proposals with scope, timeline, and pricing. Track time with a quick-entry strip or running timer. Log expenses and assign them to projects — or split shared costs like software subscriptions across multiple clients automatically. When it's time to bill, generate invoices from project data in one click. Accept credit card and ACH payments directly through your invoices via Stripe Connect at standard processing rates.
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    Enlivy

    Enlivy

    Enlivy

    Enlivy is a commercial operations platform for service businesses. It connects proposals, contracts, invoicing, payments, and bank reconciliation in one system with EU e-invoicing through PEPPOL and ANAF eFactura built in natively. A proposal converts into a contract with multi-party parallel e-signature. A signed contract generates an invoice with automatic tax and multi-currency support. Payments are matched against imported bank statements. Every record links back so audit trails and client history stay complete. Clients access a branded Customer Portal with passwordless login to view, accept, sign, and pay. The platform is API-first with a REST API, webhooks, Slack, Zapier, and MCP server integrations. Six languages, 41 countries, multi-organization support. Free plan with no card and no time limit. Paid packs from EUR 4.99/month.
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    AMW Suite
    AMW Suite runs your whole business from one screen. It replaces the 10–15 tools most businesses pay for separately: a CRM with pipelines, calling, texting, WhatsApp and email, follow-up sequences, proposals, document signing, a help desk, client portals, and website forms and pop-ups. Everything about each customer stays together. Every call, text, email, ticket and proposal is saved under the customer's name, so anyone on your team can pick up where someone else left off. An AI team works inside your records. It drafts support replies in your voice, ranks who to call each morning and why, and drafts the follow-up email for each. Nothing goes out until someone on your team approves it. AMW Suite works in the browser and in apps for iPhone, Android, Mac and Windows. You get one login and one invoice for every app.
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    Graysync

    Graysync

    Graysync

    Graysync is an agency management platform for coordinating client work and agency operations in one workspace. It brings together project planning, task and timeline tracking, resource capacity, budgets, expenses, invoices, payments and project profitability. Teams can share briefs and files with clients, collect feedback and approvals, and manage calendars alongside project activity. Reporting dashboards present operational and financial information for business oversight. The platform also includes Gracie, an AI assistant that helps automate repetitive administrative steps. Graysync is intended for creative, digital, social, media, public relations and event agencies, as well as in-house marketing teams and professional services firms. Its workflows support work from initial client briefs through delivery and financial review.
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    CloudBooks

    CloudBooks

    CloudBooks

    CloudBooks helps you creates invoices quickly and efficiently. With our templating system, it's simple to choose a theme, build and customize invoices, add your logo and personalize your emails. Set automated payment reminders and send custom follow-up messages to your clients. Setup online payments and your clients can pay the Invoice online using debit/credit cards. Bill your clients in their local currencies and increase the chances of getting paid on time. Choose from a variety of themes available, enter your business information, put your company logo and start sending beautiful invoices to your Clients. Run your business on auto pilot. Set up late payment fee and send automated payment reminders. Let Cloudbooks follow up with your Clients while you do the work that matters the most.
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    Travel Tree

    Travel Tree

    Travel Tree

    Travel Tree is a browser-based travel operations platform for destination management companies, tour operators, and travel agencies. It combines an AI-assisted itinerary builder and quotation calculator with tools for importing existing itineraries from files or links, editing trip plans, managing prices and optional services, and sharing branded proposals through secure client links. The platform also includes a travel CRM for inquiries, clients, and suppliers; booking and payment workflows; invoices; supplier price-list handling; and client-facing trip documents such as vouchers and booking references. Teams can publish itineraries on their own websites, prepare proposals in multiple currencies, and translate itinerary content for travelers. Travel Tree is delivered as a cloud web app and is used to organize trip planning, sales, and post-booking operations.
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    NueViews

    NueViews

    NueViews

    NueViews is web-based wedding planning and business management software for professional wedding and event planners. It brings lead and client management, proposals, contracts, payment collection, client workspaces and vendor coordination into one platform. Planners can build wedding-day timelines with vendor-specific shared views, create seating charts with 3D walkthrough and guest-facing kiosk modes, track budgets and expenses, organize guest and vendor details, and share mood boards and documents with clients. The platform also supports client messaging, task and planning workflows, proposal engagement tracking, and calendar synchronization with Google and Apple calendars. SignWell provides e-signatures and Stripe handles payment processing; QuickBooks Online synchronization is also described. NueViews is intended for independent planners and planning teams managing multiple weddings and events.
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    Kytes

    Kytes

    Kytes

    Kytes PSA is an enterprise-class low-code/no-code software platform for digitizing & automating business processes for project-based industries like IT Software & Services, Consulting & others. The key capabilities include Opportunity Management, Project Estimations & Automate Proposal Making, Project & Delivery Management, Project Financials, Resource Management, Timesheets and Leave Management, Billing Automation, and New Product Development (NPD) for Pharma & others. Some key differentiators are integrated rule-based Workflow Management, Estimation Engine, Proposal & Documents Editor, Resource Allocation Engine & so on. ProductDossier PSA provides the following outcomes: 1) Improved Project profitability by 5-10% 2) Improved resource utilization resulting in higher overall revenues 3) Reduced DSO by generating accurate invoicing on-time 4) Increased winnable proposals due to accurate estimations
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    Belvak

    Belvak

    Belvak

    Belvak is an all-in-one business operations platform for service companies of 5 to 50 people: IT agencies and MSPs, consultancies, contractors, and creative agencies. It connects the work you sell, the work you deliver, and the money you collect in one system, so you see cash and margins now instead of at month end. Modules: Proposals, Invoicing and Payments, Project Management, Project Archive, Maintenance Contracts, Employee Management, Time Tracking, Recruitment, Client Management, Analytics and Reporting, and an AI assistant that answers questions about your own data. Invoice in more than 50 currencies with 12 templates, run recurring billing and maintenance contracts, track billable hours against project margin, and manage hiring and payroll without a second tool. Integrations: Stripe, Slack, QuickBooks, Zapier, plus a REST API and webhooks. Free for 1 user, no credit card. Professional is $49 per month including 5 users, then $8 per extra user.
    Starting Price: $49/month for 5 users
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    Noddis

    Noddis

    Noddis

    Noddis is a browser-based project management application for freelancers, independent consultants, and small agencies coordinating client work. It brings projects, tasks, subtasks, due dates, client records, follow-ups, and project progress into one workspace. Users can switch between portfolio and task-level views and organize work with lists, boards, timelines, calendars, stages, and whiteboards. Recurring tasks, templates, focus sessions, notes, workload estimates, and analytics support planning and daily execution. Client-facing tools include read-only project portals, task-request forms, progress reports, collaboration, and invoicing. Noddis synchronizes dated tasks with Google Calendar and offers invoice payment options through Stripe, Venmo, and Zelle. A free plan is available, and users can explore the product through an interactive demo.
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    SpecBot

    SpecBot

    SpecBot

    SpecBot is an AI-powered proposal generator for freelancers and small agencies. Fill in a short intake form — client name, project type, budget, timeline, requirements — and get a complete, professional proposal in seconds. Every section is fully editable so you can customize tone, pricing, and scope before sending. Share proposals via a branded client link instead of PDF attachments and get notified when clients view them. Free tier includes 10 AI proposals per month. Pro plans from $12/mo for 50 proposals.
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    Ledgo CRM
    Ledgo CRM is a cloud-based customer relationship management platform for small and growing sales teams handling inquiries over WhatsApp, phone and online channels. WhatsApp Business, website chat, web forms and other supported channels feed a shared team inbox, where conversations can be assigned and converted into leads with owners and follow-up tasks. Teams manage contacts and deals on configurable pipeline boards, review follow-up lists, log calls and visits, and schedule appointments. The product supports product catalogs, tax-aware quotes, online customer acceptance, invoices, part-payment tracking and overdue balances. Reports provide sales and invoice information, while user roles and activity history help teams coordinate work. Ledgo includes a browser-based workspace, an Android app, REST API, webhooks and an MCP connection. It serves businesses with small or mid-sized teams selling services, goods or appointments.
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    OneSuite

    OneSuite

    OneSuite

    OneSuite is an all-in-one client portal and agency management platform for agencies, freelancers, and service businesses. It brings client portals, project management, time tracking, budgeting, expenses, invoicing, subscriptions, contracts, and reporting into one simple workspace. Give every client a branded portal to check updates, share files, sign documents, and pay invoices. Manage projects on Kanban boards, track billable hours, control budgets, and send invoices in minutes. Sell recurring plans with Subscriptions and auto-charge cards through Stripe. Accept payments via Stripe, Square, Authorize.net, Airwallex, and GoCardless. See how your projects, time, and revenue are doing with built-in reports. Flat pricing, no usage fees, and easy migration from Harvest. Start your free trial today.
    5.0 out of 5 stars 1 Rating for OneSuite
    Starting Price: **Starting Price:** $7/user/mo
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    AgentCron

    AgentCron

    Gocnet Technologies LLP

    AgentCron brings chat, documents, projects and files into one workspace for teams. Plan work, write together and keep conversations connected to projects. Team apps include Client Desk for clients and proposals, Content Studio for drafts and reviews, Hiring Room for applications and interviews, and OKRs for goals and progress. Teams can build apps with the public CronApps SDK. A free plan includes one owner, unlimited guests and 10 GB of storage.
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    Harpsen

    Harpsen

    Harpsen

    Harpsen is an affordable project management solution that helps organize and run business operations in the wedding and event planning industry. It’s an all-in-one user-friendly and intuitive platform designed with you, your clients, and your vendors in mind. Now you only need one software to send invoices, contracts, and proposals, and get paid quickly and securely. Collaboration is key to running a successful event management business which is why Harpsen has separate workspaces for vendors, clients, and team members as well as a live chat so you can communicate with all of them on the fly.
    Starting Price: $12 per month or $100 per year
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    Musael

    Musael

    Lucernel

    Musael is a browser-based writing and story-planning workspace for novelists and fiction writers. It combines a manuscript editor for books, acts, chapters and scenes with planning boards, plotlines, timelines, and character and place records. Writers can organize scenes, keep notes and versions, work offline with changes synced across devices, and import or export manuscript formats. Collaboration tools include co-writing, beta-reader links and public story pages. Ink and Press add optional AI-assisted scene, grammar, style and continuity checks, research and outline suggestions; these tools provide feedback rather than drafting chapters. A public MCP connection allows supported AI clients to access project information and propose edits for a writer to review. Musael is designed for writers who want manuscripts, planning materials and fictional-world references together through revision and sharing.
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    Blync

    Blync

    Blync

    Blync is a browser-based AI invoicing application for freelancers, self-employed professionals, and small businesses. Users describe a job in plain English, review an invoice drafted with local tax details, edit it by chat, and choose when to send it. The service supports quotes that clients can accept online and convert into invoices, multi-currency billing, client payment pages, and configurable overdue reminders. Users can track paid and outstanding invoices and view accounts receivable, profit-and-loss, and cash-flow information based on invoices and expenses. Blync provides country-specific tax rates, tax-ID formats, invoice requirements, and tax exports for more than 50 countries. Drafting is available without an account; downloading, sending, or saving drafts requires a free account. Blync does not process client payments.
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    Duevero

    Duevero

    Duevero

    Duevero is simple invoicing and profit-tracking software for freelancers, consultants, contractors, and solo service businesses. Create estimates and invoices, manage clients, track expenses, monitor invoiced, collected, spent, and profit totals, follow up on overdue work, and accept eligible invoice payments through your own connected Square account. The free Basic plan includes up to 10 active clients, 10 invoices per month, 5 estimates per month, one workspace, expense tracking, and raw CSV exports. Duevero Pro is $12/month and adds unlimited clients and invoices, 2 workspaces, recurring invoice templates, reports, time tracking, formatted and accountant-ready exports, an overdue and reminders workspace, and branded invoices with your logo. Duevero is designed to be lighter and easier to use than a full accounting suite, giving independent service businesses one straightforward place to manage the client-money workflow from estimate to invoice to payment and profit.
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    MyVenueHQ

    MyVenueHQ

    Colorado Web Forge LLC

    MyVenueHQ is venue management software for independent event and wedding venues. It brings inquiries, room availability, bookings, proposals, contracts, invoices, deposits and event operations together on a shared event record. Venue teams can create 2D and 3D floor plans, banquet event orders and menus to coordinate event-day work. Client-facing links let customers review proposals, sign contracts and pay invoices without creating an account. The platform syncs sales from supported point-of-sale systems to event records and revenue reports. Its free plan supports a limited number of monthly events at one venue, while the Venue plan adds unlimited events and staff, e-signature contracts and point-of-sale syncing.
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    NeatInvoice

    NeatInvoice

    NeatInvoice

    NeatInvoice is an invoicing workspace for freelancers and independent consultants. Every invoice gets a live client link — a URL clients open in their browser, no PDF attachment needed. You see exactly when they viewed it, with timestamp and device. When payment is late, automated reminders email your client after the due date automatically. Email dispatch lets you send invoices directly from the app. Recurring schedules handle retainer clients with optional auto-send. The finance overview shows paid, still owed, overdue, revenue trends, top clients, and highest-earning services — calculated automatically from your invoices. Additional features include 40+ currencies, invoice labels in 12 languages, multiple business workspaces, saved client and item library, and PDF export on all plans. Free plan: 25 invoices/month, live link tracking, finance overview, PDF export. No credit card, no trial, no expiry. Pro adds email dispatch, automated reminders, and recurring billing.
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    Flolya

    Flolya

    Flolya

    Flolya is cloud-based business management software for event florists and floral designers. It organizes wedding and corporate-event work from an initial inquiry through proposal, production and invoicing. Florists can manage a catalog of flowers and supplies, build recipes that account for material costs and labor, prepare online proposals for clients to review and sign, and track signed changes. The software also supports event-based purchasing lists, production planning, and tracking deposits, payments and invoices. A beta subscription module is designed to manage recurring flower deliveries for business and individual customers. Flolya is offered through event and studio plans, with monthly and annual billing options.
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    Elixir Boards

    Elixir Boards

    Elixir Blend

    Elixir Boards is a browser-based project workspace combining Kanban boards with documents, spreadsheets, forms, whiteboards, invoices, and project files. Teams manage cards with owners, due dates, labels, checklists, dependencies, filters, and activity history; automate and recur tasks; collect requests through public forms; and share read-only boards. Client portals show progress by stage and let clients pin image feedback. Teams can send invoices, use business email on their domain, and schedule Facebook and Instagram posts. Business adds company seats, shared storage, AI-assisted setup, and optional custom-domain email. Built-in MCP lets compatible assistants query boards and workspace data. Free includes unlimited boards and up to two people per board; Business suits organizations needing company seats and shared capacity. The web app works in desktop and mobile browsers, with no native iOS or Android app. Elixir Blend develops it in Cyprus and hosts it in the EU.