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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1
Cone
Cone
Impress clients and save time, no more manual invoicing or chasing payments. Cone’s intuitive proposal software sets the standard for what a simple, yet powerful product looks for accountants. Send professional proposals and gather payment details upfront. Kick-off projects automatically as soon as the proposal is signed. No more manual work. Projects start automatically after proposal acceptance. Gain clear visibility into your team's tasks, deadlines, and project progress and supercharge your workflows. Streamline your work and unlock productivity. Send clients forms, collect e-signatures, and request files seamlessly through the client portal. No need to nag clients manually anymore. Create invoices either from proposals or projects. Supports multiple payment methods like ACH or credit/debit cards. We understand that protecting your data is crucial for the success of your business, which is why we have implemented various measures to ensure the security of your data.Starting Price: $8.51 per month -
2
Clientary
Clientary
A full-suite platform to manage clients, invoices, projects, proposals, estimates, hours, payments, contractors, and staff. The perfect solution to win clients and save time. Clientary is a professional services automation solution that covers your entire business. We've helped tens of thousands of freelancers, agencies and businesses manage client workflows. Stop wrestling with one-off doc files, templates, and disconnected apps. We help you streamline client lifecycles from proposals and estimates to time tracking, invoices, and payments so you and your team have everything you need in one place. Start your client relationship right with proposals and contracts. Gather signatures directly through clientary. Generate invoices automatically from billable work or estimates. Collect payments directly via credit card, ACH, or offline methods. Track time and staff tasks. Plan future hours. Manage projects with budgets, deadlines, and varying rates.Starting Price: $19 per month -
3
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 -
4
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.Starting Price: $29/seat/month -
5
Stria
Automata Labs
Stria is the client workspace for freelancers and small studios. Clients review work, approve it, and pay through one passwordless link — no account, no per-reviewer fee. Every request they make is checked against the scope you locked, so "can you just…" gets priced and signed as a change order instead of absorbed. Proposals, contracts, sign-off records, invoices and receivables all sit on the same thread. Free plan, no card.Starting Price: $19/month -
6
ClientDeck
ClientDeck
ClientDeck is an all-in-one Client Operating System for freelancers, agencies, consultants, and service businesses. Manage your entire client lifecycle—from proposals and client portals to projects, invoices, payments, file sharing, time tracking, and AI-powered reports—in one streamlined platform. Instead of paying for multiple disconnected tools, ClientDeck centralises your workflow to save time and deliver a premium client experience. Connect your own Stripe, PayPal, or Razorpay account to accept payments directly with zero platform transaction fees, while native multi-currency support makes working with international clients effortless. Every plan includes branded client portals and professional invoicing, with no per-user pricing. Start for free, with premium plans from just $9/month, and run your entire client business from one powerful workspace.Starting Price: $9/month -
7
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 -
8
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. -
9
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. -
10
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 -
11
AMW Suite
AMW
AMW Suite is a cloud-based business software suite that brings customer relationship management, sales pipelines, shared communications, support ticketing, proposals and e-signatures, client portals, lead-capture funnels, scheduling, attribution, and AI-assisted workflows into a connected workspace. Teams can record calls, email, SMS, and WhatsApp conversations on customer records, track deals through follow-up sequences, send proposals for online approval and signature, and manage client files and messages in branded portals. Its AI agents help draft customer-support replies, sales follow-ups, and business analysis for team review. AMW Suite is aimed at independent operators, small teams, agencies, and service businesses that want sales, delivery, and customer support information connected. Plans vary by user limit, included apps, AI usage, support, and onboarding.Starting Price: $103/month -
12
Roadbase
Roadbase
Roadbase is an AI-assisted, quote-first planning platform for creative freelancers and agencies. Paste a project brief or attach a PDF, and Roadbase creates an editable first draft with a project summary, phases, tasks, roles, estimated hours, timing, assumptions, and estimate reasoning. Your team reviews and adjusts the draft, then applies its own role costs and billable rates, overhead, direct expenses, contingency, and target margin to build the quote. The visual timeline keeps tasks, timing, roles, hours, and pricing in the same project model. When the plan is ready, export the reviewed work breakdown, roadmap, and cost summary as a proposal PDF. After approval, carry the work into a simple Kanban workspace, assign tasks, keep comments with the work, track time by project and task, and compare actual hours with the estimate. Roadbase is built for creative service businesses in advertising, branding, design, video production, web and app work, and related consulting projects.Starting Price: $10/month -
13
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. -
14
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 -
15
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 -
16
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) -
17
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.Starting Price: $149/month -
18
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.Starting Price: $29 per month -
19
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. -
20
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.Starting Price: $14.99/mo -
21
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.Starting Price: €37/month -
22
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.Starting Price: $4.99 -
23
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.Starting Price: $12/month/user -
24
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.Starting Price: $0 (Free plan) -
25
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. -
26
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 -
27
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 -
28
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 -
29
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.Starting Price: $12/month -
30
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.Starting Price: $5/month -
31
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.Starting Price: $49/month -
32
AutomateNexus CRM
AutomateNexus CRM
AutomateNexus CRM is a cloud-based customer relationship management platform for agencies, founders, and small teams. It manages contacts, deals, tasks, projects, quotes, invoices, appointments, marketing campaigns, and support conversations in one workspace. Karrie, its AI co-pilot, answers questions from CRM records, scores leads, and drafts follow-ups; specialist agents handle sales, support, marketing, operations, scheduling, research, and analytics. Teams can automate workflows, review agent actions, and approve customer-facing steps. Features also include reporting, agency workspaces, white-label branding, and a client portal for documents and messages. The platform connects with email, calendar, payment, messaging, automation, and AI services, and offers a REST API and webhooks for custom connections. Use the browser-based app on phones and computers, or install desktop apps for Windows and macOS.Starting Price: $49/month -
33
Clientish
Clientish
Clientish is an all-in-one client management software for agencies, freelancers, consultants and service-based businesses: leads, proposals, a branded client portal, orders, invoices and subscriptions, support tickets and live chat in one place. It connects the full client journey: Lead → Client → Order → Team → Tasks → Communication → Invoice → Payment → Support → Delivery. Clientish includes CRM and lead management, service catalogues, projects, task management, internal and remote teams, roles and permissions, proposals, invoices, subscriptions, payments, coupons, files, reports and integrations. Through a branded client portal, clients can browse services, track orders, submit requirements, request revisions, approve deliveries, pay invoices, exchange files and contact support. Clientish helps service businesses manage clients, work, billing and communication in one place, with custom branding and domain support.Starting Price: $29/month -
34
Propelio
Rebellious Digital
Propelio is proposal software for independent businesses: freelancers, studios, consultants, and small agencies who need to send proposals that win work without spending hours building them. Pick from more than 30 industry templates, customise the scope, pricing, and branding, then send a single link your client can read and sign from any device, with no account or printing required. Propelio shows you when a proposal is opened, notifies you in real time, and stores a signed record with a content hash for a clear audit trail. Interactive pricing tables let clients choose options before they sign. Every feature is included in one plan, priced per seat with a single-seat minimum, in GBP, USD, or EUR.Starting Price: $18/month -
35
BrightPropose
Bright
BrightPropose enables accounting firms to generate professional, branded client proposals and letters of engagement in minutes rather than hours, thanks to smart templates and a built-in pricing calculator that removes guesswork and under-pricing. Its features include full customisation of proposals, emails and engagement letters to match a firm’s visual identity; fast creation of accounting-service templates; accurate and consistent pricing using a calculator configured for variable services; a streamlined workflow that transfers client data from the firm’s practice management system; and digital client onboarding via secure e-signatures so the transition from proposal acceptance to project initiation is seamless. With BrightPropose, you can impress clients, send proposals quickly, increase profitability, save time, simplify your workflow, and onboard clients effortlessly, all while maintaining branding and service consistency.Starting Price: $796.74 per year -
36
Rock Paper Coin
Rock Paper Coin
Rock Paper Coin is a client management platform built to streamline proposals, contracts, invoicing, lead tracking, and secure online payment processing for event professionals and small business entrepreneurs. It lets users create professional, branded proposals quickly using templates or custom designs, send them with real-time engagement notifications, and integrate inquiry forms on their websites for easy lead capture and management. It supports digital contracts with e-signatures, flexible digital invoicing with installment options and automatic reminders, and secure payment processing powered by Stripe with bank-level security, fast deposits, and flexible fee handling. Users can embed branded lead forms, view and organize submissions, and convert leads to clients within the system. Rock Paper Coin offers custom branding on proposals, contracts, invoices, and emails, Google Drive integration for document access, and full desktop and mobile functionality.Starting Price: Free -
37
Tint Wiz
Tint Wiz
Tint Wiz lets you book appointments, create proposals, send invoices, schedule jobs, manage film inventory, notes, tasks and reminders, and attach before/after pictures and video - all in one central location. Information about every customer interaction is available to anyone at your company who might need it, anytime, anywhere from a phone, computer or tablet. Tint Wiz is specifically designed for window tint professionals but is not limited just to window film. Manage absolutely any type of project and service. Automatically request clients review your business through text message and email. Feature your favorite reviews on your proposals, and website, and share social media.Starting Price: $100 per month -
38
Cotizaciones al Instante
Cotizaciones al Instante
Cotizaciones al Instante is a Spanish-language web application for freelancers, tradespeople, and small businesses in Mexico to prepare customer-ready price quotes. Users can add business and customer details, products or services, quantities, unit prices, discounts, and taxes, then generate a PDF proposal and share it through WhatsApp. The free plan allows up to three quotes each month. Pro costs MXN 99 per month and includes unlimited quotes, business branding, product photos, reusable business information, complete quote history, and duplication of previous quotes. The app runs in a web browser on phones and computers. Quotes are commercial proposals, not Mexican CFDI tax invoices.Starting Price: MXN 0/month -
39
PayinGlobal
PayinGlobal
PayinGlobal is a browser-based financial productivity workspace for individuals, freelancers, founders, and small businesses. It brings together reusable templates for budgeting, cash flow, invoices, planning, and reports; invoice creation and client records; expense tracking and budgeting; and calculators for business, tax, loan, and personal-finance tasks. Its bank statement converter turns supported PDF statements into structured CSV or Excel files for review or import, while currency tools provide exchange-rate conversion and alerts. Users can organize recurring financial work in one online workspace, export financial data, and use the tools without installing desktop software. Plans differ in user count, access to tools, and limits on invoices, statement pages, alerts, and exports.Starting Price: $7.99/month -
40
OpenProposal
OpenProposal
OpenProposal is all-in-one proposal software that helps freelancers, agencies, and small businesses close deals faster. Create professional proposals with a drag-and-drop builder, collect legally binding e-signatures, and get paid instantly via Stripe integration. Features include customizable templates, real-time tracking, analytics. Replace separate proposal, e-signature, and invoicing tools with one simple platform.Starting Price: $29 -
41
BuildersBridge
Brainfy AI Inc.
BuildersBridge is a cloud-based construction management platform for home builders, renovators, general contractors, and trade contractors. It brings lead and customer management, AI-assisted estimating, proposals, project budgets and phases, crew scheduling, daily logs, change orders, project documents, client and crew portals, purchase orders, invoices, and payment tracking into one workspace. Bridge AI can draft estimates, scopes, change orders, and client updates for review; users control what is approved and sent. The platform supports construction workflows in Canada and the United States, including Canadian GST/HST/PST and U.S. state sales tax handling. Teams can use a mobile-first web interface on site, share schedules through Google, Apple, or Outlook calendars, and send event notifications through Zapier or signed webhooks. Plans include a set number of users and active projects, with options for owner-operators through multi-crew businesses.Starting Price: $179/month flat (not per user) -
42
StitchInvoice
StitchInvoice
StitchInvoice is invoicing and client-document software for independent businesses and freelancers who bill clients directly, not for bookkeepers. It covers the full client-facing flow: quotes, estimates, proposals, contracts, invoices, receipts and credit notes, each with a live preview and a clean PDF. Card payments run on your own connected Stripe account. The charge is created directly on your account, so only Stripe's standard processing fee applies and no platform sits between you and your payout. Requirements Memory lets you set how each client must be billed once (billing email, PO format, terms, currency) and applies it to every future invoice. A Payability Check flags common reasons an invoice gets delayed before you send. On the Pro Autopilot plan, reminder sequences run before and after the due date and stop when payment lands, and recurring invoices handle retainers. StitchInvoice is not accounting software: no chart of accounts, no inventory, no tax filing.Starting Price: $19/month -
43
Invoicer.ai
Invoicer.ai
Get unlimited invoices, estimates, and clients. Incredibly easy to create invoices and estimates and for your clients to pay them. Easily create and send invoices and estimates in seconds with our in-line editor. Quickly select previously used clients and items. Automatic calculations take out the guesswork. Notifications let you know when invoices are viewed. We integrate with Stripe so you can easily accept payments by credit card, debit card, Apple Pay, and Google Pay from your clients in 135+ currencies. Manage all of your clients, invoices, and estimates in one convenient location. Easily search and filter. Access from anywhere. Customize with your logo and color. See what your invoice looks like as you create it. Easily create and send estimates (also known as quotes or proposals) to your clients. Your clients can approve them, and you can turn them into an invoice in one click or use our intelligent automation to do it all for you.Starting Price: $7 per month -
44
Ratiba
Ratiba
Ratiba is proposal and itinerary software built specifically for safari operators, tour companies, and DMCs. It replaces Word docs, Excel costing sheets, and static PDF quotes with one web app where your team builds day-by-day itineraries, prices them automatically, and sends interactive online proposals clients can view, comment on, and approve from any device with no login. Key features: a visual itinerary builder with reusable templates and AI-assisted planning; a content library of your lodges, activities, and parks; an automatic cost-plus pricing engine with rate cards, meal plans, seasonal rates, and multi-tier park fees; branded, mobile-optimized web proposals with comments, PDF export, and multi-language support; client CRM; and multi-user team workspaces with flat-rate, non-per-seat pricing. A modern alternative to Tourwriter, Tourplan, Travefy, Wetu, and Safari Portal for teams who want faster itineraries and premium proposals that close more.Starting Price: $49 -
45
Mycel
Mycel
Mycel is a cloud-based client-operations and workflow platform for service firms that handle recurring work. It helps teams find prospective clients and draft outreach, prepare reports and other deliverables from client files and firm templates, request missing information and follow up, and draft invoices and payment reminders. Teams can also use Mycel to plan marketing content and maintain a business website. Before external actions are sent, a team member reviews and approves the work; firm rules and corrections can be saved to guide future drafts. Mycel connects with common email, accounting, customer relationship management, collaboration, and payment tools, and provides a portal for clients to review work and respond to requests. It is designed for accountants, bookkeepers, agencies, consultants, and other firms delivering repeatable written services.Starting Price: $299/firm/month -
46
Indy
Indy
Indy is an adaptive, all-in one management software that helps freelancers and small businesses track everything from proposals to payments. Indy makes organization and time management easy, letting its users focus on their work. This platform features a library of proposal, contract, and form templates to make getting clients easier. The task tracking system allows users to assign individual tasks to larger projects or categories. As users work on tasks, the time tracker tool logs and categorizes time spent on each task, making it easy to balance multiple projects and create invoices. When it’s time to get paid, use Indy to generate a detailed invoice to send right to clients: in return they get peace of mind knowing that Indy uses the web’s top payment methods, like PayPal and Zelle. With other tools like Profiles, Drive, and Client Contacts, Indy’s features make it a versatile and reliable addition to any creative team.Starting Price: $19/month -
47
Workplate
Workplate
Workplate is cloud-based business software for Indian professional services firms, including CA and CS practices, law firms, IT services companies, agencies, and consultancies. Its modules cover project delivery, CRM, e-signing, invoicing, and AI-assisted team chat on a shared account. Projects supports engagement plans, tasks, milestones, time tracking, approvals, and work reports. CRM manages leads, client records, deal stages, owners, and follow-ups. eSign handles engagement letters, NDAs, and statements of work, including Aadhaar-based signing in India, with signed PDFs and audit trails. Invoice supports GST-compliant retainer and milestone billing, payment links, receivables tracking, and exports to Tally and Zoho Books. Modules can be bought separately; deeper data links and automated time-to-invoice workflows are still developing.Starting Price: ₹249/user/month -
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Planlined
BART Technologies Inc
Planlined (formerly BART, Benefit Analysis Reporting Tool) is proposal software for U.S. employee-benefits insurance brokers and consultants, not property-and-casualty quoting. It turns group health carrier quotes, SBCs, invoices, and rate sheets into source-backed, side-by-side plan comparisons, branded proposal books, and employee benefit guides. Upload the documents you already have. Planlined extracts plan and rate data into a normalized case, flags uncertain fields for review against the source page, and keeps approved values connected to the documents. Compare current, proposed, and alternate plans; model employer and employee contributions by coverage tier; then export a client-ready proposal or enrollment guide with your agency's logo and colors. The proposal and guide come from the same approved case, reducing repeated transcription and inconsistent figures. Save cases and plans for later renewals and share a comparison by link. Planlined launched as BART in 2025.Starting Price: $75/month -
49
Trade Service Pro
Trade Service Pro
Trade Service Pro can make the hard work easier for you. Estimates, eSign, invoices, ePay, scheduling and so much more. Increase your productivity, and customer satisifaction and take control of your on-the-job and back office needs. Input all customer and lead inquiries to keep track of who needs what, when, why and how. All without those scribbled notes, scattered to-dos, and faulty memories. Create and email proposals and invoices at the job site, the back-office or anywhere life takes you. Empower your team with the tools they need to get the job done. Easily create and send professional proposals to customers' inboxes where they can accept and eSign.Starting Price: $49 per month -
50
Klient
Klient PSA
Klient PSA is a comprehensive Professional Services Automation (PSA) solution built 100% natively on Salesforce. Primarily designed for consulting firms and SaaS businesses, it helps teams structure their work, optimize resource utilization, improve collaboration, and accelerate revenue, all from a single source of truth. Built by consultants, for consultants, Klient PSA centralizes every step of the project lifecycle: estimation, planning, delivery, time tracking, billing, and reporting. It enables operations teams to shift from disconnected tools and manual processes to a single, cohesive platform, designed to grow with your business. Why teams choose Klient PSA: * Centralized Data: A single source of truth reduces manual work, miscommunication, and delays. * Improved Collaboration: Delivery, finance, and customer teams stay in sync, from proposal to final invoice. * Increased Efficiency: Automation of repetitive tasks frees up billable hours and reduces operational overhead.Starting Price: $15 per user per month
