Alternatives to fylt
Compare fylt alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to fylt in 2026. Compare features, ratings, user reviews, pricing, and more from fylt competitors and alternatives in order to make an informed decision for your business.
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1
Dynamo Software
Dynamo Software
Dynamo Software is the leading end-to-end, AI-powered platform for alternative investment management, centralizing and automating front-to-back-office operations for both General Partners and Limited Partners. Trusted by 1,000+ global clients managing more than $10T in AUM, Dynamo replaces point-tool ssprawl with one secure platform. Dynamo v3.0 delivers an intelligent, intelligent interface built for investment professionals, with Blueprint pre-configured hubs, layouts, and reports that accelerate onboarding and adoption. For General Partners, Dynamo unifies CRM, deal sourcing, fundraising, investor relations, portfolio monitoring, and cloud-native fund accounting on a single data foundation. Engagement scoring surfaces high-intent LPs to shorten fundraising cycles, while digital onboarding with e-signature, KYC orchestration, and ongoing AML monitoring accelerates closes and strengthens compliance from first contact. A white-label Investor Portal automates capital calls, distributions, and tax document delivery, and 70+ audit-ready reports aligned to US GAAP, ILPA, and Invest Europe keep financials and investor communications consistent. For Limited Partners, Dynamo consolidates research, diligence, and multi-asset portfolio management into a single source of truth. Analyst evaluations, IDD and ODD notes, and manager pipelines live in one searchable environment. Performance analysis at the investment, asset class, or total portfolio level supports confident allocation decisions. HoldingsInsight enriches holdings data to reveal look-through exposure by sector, region, currency, and country of risk, and cash flow modeling and what-if scenarios turn reactive reporting into proactive oversight. DynamoAI is natively embedded across both experiences. It does not sit on top of your investment data, it operates from within it. Purpose-built agents categorize and tag records, convert PPMs, pitch decks, and capital call notices into structured data, surface relationship intelligence, flag performance anomalies early, and draft screening memos, IC memos, and quarterly reports for review. Teams ask questions in plain language and get answers backed by source records. Firms can also bring their own AI through Dynamo MCP connectors, reaching Dynamo data directly with the same permissions and the same audit trail. -
2
eM Client
eM Client
Boost your email and skyrocket your productivity with the best email client for Windows and macOS. eM Client is a fully-featured email client with a clean and easy-to-use interface. It also offers features for calendars, tasks, contacts, notes, and chat. eM Client's compatibility is unmatched. You can connect to any email service – it will work. This email client works seamlessly with Google Workspace, Office 365, Outlook, Exchange and virtually all conceivable email technologies. Integrates with Online meeting tools such as Zoom, MS Teams, Google Meet and more. eM Client enhances email communication for professionals and home users alike. It is the only email app on the market with the full support of server-side rules and search, instant message translation, "Snooze email" and “Watch for reply” features + easy to use email encryption (PGP and S/MIME). It also works perfectly with Gmail, including support for tags and signature synchronization.Starting Price: $59.95 one-time fee -
3
HoneyBook
HoneyBook
HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With their business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant. This all-in-one management platform streamlines business processes, from first inquiry to final payment, so business owners can spend less time on administrative work and more time focusing on what got them passionate about their business in the first place. With their proposals, invoices, contracts, payments, and scheduling at your fingertips, HoneyBook gives you everything you need to give clients an unforgettable experience.Starting Price: $19 monthly ($16 annually) -
4
Assembly
Assembly.com
Assembly is a client experience and back-office platform built for tech-enabled professional service firms such as consulting, accounting, law, real estate, marketing, and technology. It replaces scattered tools with a unified, branded client portal where businesses can connect, communicate, invoice, share files, and manage tasks from first sale to full scale. The system centralizes visibility into client relationships across the organization, powered by secure AI assistance to streamline workflows and save time. Assembly integrates easily with existing business tools via embeds, Zapier, Make, or its own flexible API and supports the creation of custom apps. Key features include secure messaging, file sharing, invoicing and billing with one-click payments, contracts and e-signatures, storefronts to productize services, forms, and task management. It is designed to deliver remarkable, modern client experiences while maintaining enterprise-grade security and HIPAA compliance.Starting Price: $29 per month -
5
Bonsai
Bonsai
What if you could run your entire business in one place? Bonsai is the only business management tool that combines CRM, invoicing, accounting & banking. No more "Managing my projects, contracts, and invoices is a time-consuming hassle." Generate custom contracts by picking from 1000+ templates in Bonsai’s library, and get paid faster by creating professional invoices in seconds with global payments and automatic reminders. No more "Tracking my expenses stresses me out." Track your income and automatically categorize your expenses to maximize write-offs. Say goodbye to spreadsheets & tax stress and hello to a bigger tax return. No more "Managing my clients’ expectations is hard." Use Bonsai's simple CRM to manage your clients and projects, and keep track of what matters. Turn new leads into clients, and clients into recurring business. Grow your business in no time while Bonsai takes care of the rest.Starting Price: $17 per month -
6
Whelm
Whelm
Whelm is a suite of free tools, built specifically for freelancers. With work-in-progress media reviews, invoicing, contract templates, e-signatures, and project management built into the platform, freelancers no longer need 5 different apps to run their business. We are the ideal software solution for freelance videographers, motion designers, video editors, audio producers, voice over actors, animators, graphic designers, copywriters, and more. Anyone who needs an all-in-one solution will love the benefits that Whelm provides. What makes us different or better than the incumbents like Frame .io, HoneyBook, or others? Whelm's all-in-one solution not only makes it easy to get client feedback, but also manage your entire business from one app, saving you time and money. Our users save an average of $600+ annually compared to creating paid profiles with 4-5 separate business management and media review softwares.Starting Price: $0 -
7
SignFree
SignFree
SignFree is the first FULLY FREE e-signature tool designed for solo entrepreneurs, freelancers, and small businesses. Send unlimited documents, collect unlimited signatures, and access legally binding audit trails: all at zero cost, forever. No credit card, no trial, no hidden limits. SignFree simplifies signing with reusable templates, magic links, and email-based verification, so clients sign in seconds without creating an account. For growing teams, SignFree Pro adds white-label branding, SMS verification, and unlimited multi-user collaboration starting at $9.99/month. Based in Belgium, SignFree serves users globally.Starting Price: $0 -
8
PrintFounder
PrintFounder
PrintFounder is a white-label print reseller platform for agencies, graphic designers, and side-hustlers. Sell business printing (business cards, postcards, flyers, rack cards, letterhead, posters, magnets, yard signs, vinyl banners) under your own brand: you set your own prices and manage client relationships, while PrintFounder handles printing, quality review, and delivery, fulfilled through print partners. Plans: Solo (free, 1 user), Team ($49/month, up to 5 users, white-label quote PDFs), Agency ($99/month, up to 15 users).Starting Price: $49/month -
9
Formfy
Formfy
Formfy is the AI-powered platform for forms, e-signatures, digital waivers, payments, and scheduling — all in one tool. Most businesses run customer intake on a Frankenstein stack: a form builder for the questions, DocuSign for signatures, Smartwaiver for waivers, Calendly for booking, and Stripe for payments. Five tools, five subscriptions, five places where things break. Formfy collapses all of that into one workflow. The Ai Copilot is the Wedge Describe what you need in plain English — "new client intake for my med spa with HIPAA consent and a $50 deposit" — and Formfy generates the entire flow in under a minute. The AI writes the questions, picks the field types, drafts the legal and consent language, configures payment, and gives you a shareable link or embed code ready to send. -
10
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 -
11
meetergo
meetergo GmbH
meetergo is GDPR-compliant appointment scheduling software and an EU-sovereign all-in-one business suite made in Germany. Teams replace Calendly, Zoom, Typeform, Pipedrive and Otter.ai with one platform hosted on servers in Frankfurt. Start free with booking pages, then add forms, video (meetergo Connect), CRM, AI notes (meetergo Log), e-signatures, invoicing, client portals and WhatsApp. Mira, an EU-hosted AI assistant, books meetings and runs follow-ups. REST API, webhooks and an MCP server let Claude, ChatGPT and Cursor book, reschedule and cancel. German GmbH, no US parent, not subject to the US CLOUD Act. 40,000+ users, 90+ integrations, free forever plan. Paid from EUR 9.90/user/month yearly. Suite from EUR 29.90.Starting Price: EUR 0; paid from 9.90/month -
12
SPP.co
SPP.co
SPP.co is an all-in-one client-portal platform purpose-built for digital service and productized agencies, bringing billing, onboarding, projects, support, CRM, forms, portals, and payments into a single branded workspace. Agencies use their customizable order and intake forms to guide clients into buying services or subscriptions online, automatically create invoices or Stripe subscriptions, and assign projects/tasks based on rules and status. The system provides a white-label portal for clients, even allowing custom branding, domain, colors, and templates, where clients can review invoices, pay, see project status, and collaborate without leaving the portal. Behind the scenes, the admin side supports team inboxes, permissions, internal & external messaging, task assignment, order history, custom statuses, and role-based views so agencies can scale workflows of 2 up to 200 staff. Extensive integrations, APIs, and webhooks enable checkout flows, subscription billing and more.Starting Price: $99 per month -
13
Calendly
Calendly
Calendly is a scheduling automation platform that helps individuals, teams, and enterprises book meetings without the back-and-forth emails. Share custom booking links, set availability preferences, and automate reminders, follow-ups, and calendar syncing. Calendly supports one-on-one, group, collective, and round robin scheduling, with smart features like buffer times, time zone detection, and meeting caps. Integrate with Google, Outlook, Office 365, Zoom, Microsoft Teams, HubSpot, Salesforce, Slack, and more to embed scheduling into your existing workflow. Calendly helps entrepreneurs, sales, marketing, recruiting, customer success, and professional services teams save time, reduce no-shows, and improve the client experience. Built for flexibility and scale, Calendly offers admin controls, reporting, and enterprise-grade security. Sign up for free and simplify your scheduling today—no credit card required.Starting Price: $10 per user per month -
14
Swft Connect
Swft Technologies Limited
Swft Connect is a digital business card platform for individuals, teams and enterprises, and a fully white label platform for agencies, resellers and print partners who sell it under their own brand. Every user gets a branded profile with its own URL, shared by NFC card, QR code, Apple Wallet, Google Wallet, add-to-home-screen link, email signature, social bio link or direct link. No app is needed by either side. Lead capture is built in, with tags, notes, export and CRM integrations for Salesforce, HubSpot, GoHighLevel, Dynamics 365, Zapier and Webhooks. Analytics run at individual, company and partner level. Business pricing is a flat price per team-size band, never per user. White label is a flat platform fee with unlimited users and unlimited client companies. 10,000+ businesses across 100+ countries use Swft Connect, including Deloitte, TUI and Buro Happold. All data is hosted in the UK on AWS London, AES-256 at rest and TLS 1.3 in transit.Starting Price: $9.99/month -
15
Texterz
Texterz
Texterz is a white-label reseller AI platform built for agency owners who want to scale AI service delivery without rebuilding their stack for every client. The platform combines an isolated SQL database per client, a vector knowledge base for AI agents trained on real business data, visual drag-and-drop automations, and multi-channel messaging (WhatsApp, Telegram, email) all under the agency's own domain, branding, and Stripe billing. Agency owners charge clients $500–$5,000/mo for AI services delivered on their branded platform. Texterz is invisible. Clients see a polished product that looks custom-built. It replaces GoHighLevel, n8n/Make, and Airtable in a single platform. The primary differentiator: isolated SQL database per client not shared sub-accounts. Regulated verticals like legal, healthcare, and financial services are safe to onboard. New client live in 5 minutes. No developer required. Starting price: $99/mo (white-label included) + $49/mo per active clientStarting Price: $99/mo -
16
Ugosign
Ugosign
Ugosign is a French electronic signature solution designed to simplify and secure online signature management, making it accessible to businesses of all sizes. Tailored to meet modern needs, Ugosign offers essential features such as customizable workflows, automatic reminders for pending signatures, and dynamic contracts that easily adapt to each client’s requirements. With an intuitive interface, competitive pricing, and white-label options, Ugosign empowers organizations to streamline document processes while ensuring full compliance with European security standards.Starting Price: €4/month/user -
17
PureWL
PureWL
Welcome to PureWL, where innovation meets simplicity for both VPN reselling and white-label newcomers and established businesses seeking a competitive edge. For those entering the VPN business, PureWL is your gateway to effortless branding and revenue expansion. No frills, just results – launch your own VPN services confidently. On the flip side, existing businesses can elevate their services by seamlessly integrating PureWL as a value-added service. Enhance customer satisfaction and loyalty with our white-label VPN solutions. Differentiate your brand, attract new clients, and fortify existing relationships. PureWL is the catalyst for success in the dynamic realm of VPN solutions. -
18
Blue Square Toolkit
Blue Square Apps
A CRM is ideally suited for professionals and teams that want a simple solution that works. Unlimited everything for a per-user monthly price. No contracts. Get started with a free 14-day trial. Attract & keep great clients by implementing Pareto Systems' best practices into your business. An innovative tab navigation system that enables you to work quickly and efficiently. Track important information on your process, and your communication with clients. Important client data is secure with bank-grade encryption and geo-redundant data centers. Our knowledgeable support team is also available from 6am to 4pm Pacific Time Monday to Friday. Open up multiple tabs to view multiple Contacts, Accounts, Tasks, and your Calendar all at the same time. Click between records to find the information you need as quickly as possible. Build stronger client relationships by tracking valuable information on your client's Family, Occupational, Recreational interests, and Money.Starting Price: $29 per user month -
19
Home Service Base
Home Service Base
Home Service Base tracks the US home service industry at full resolution: 1.8M+ companies, 4.4M+ Google Business Profile records, and 20,000+ cities with every county and ZIP code covered. It is built for market research and ongoing competitive monitoring. Look up any market and see demand, competitors, and search presence in one place. Follow Google Maps rankings on fine-grained grids, measure AI visibility across ChatGPT, Gemini, Claude, and other models, and get Signals the moment a competitor puts up a new site, runs ads, changes software, or expands. The dataset goes deeper: 4,300+ software products detected on company websites, franchise and private-equity ownership mapping, and expired-domain discovery. Run side-by-side comparisons of companies or markets, export via CSV or REST API, add team seats, and produce white-label reports. Pricing starts at $39/month with a 3-day trial that takes no credit card. A live public demo is available with no signup.Starting Price: $39/month -
20
GlideCampaign
GlideCampaign
Introducing GlideCampaign - the all-in-one white-labeled marketing app your agency needs to succeed! With GlideCampaign, you have everything you need to capture leads, automate messaging, and track analytics all in one place. Easily capture leads using our landing pages, surveys, forms, calendars, and inbound phone system. Then, automatically message leads through voicemail, forced calls, SMS, and emails. Our platform also includes built-in tools to collect payments, schedule appointments, and track analytics. This makes it easy for your agency to manage all aspects of your client's marketing campaigns in one place. With GlideCampaign, you can easily rebrand the platform as your own and offer it to your clients as a value-added service. It's the perfect solution for any agency looking to streamline its marketing efforts and drive better results for their clients.Starting Price: $79 per month -
21
HoneyBee Match
HoneyBee
HoneyBee Match is a cloud CRM for professional matchmakers and matchmaking agencies. It organizes client profiles and intake forms, supports searching by location and compatibility criteria, and helps matchmakers plan dates with automated reminders and post-date feedback surveys. Users can share branded profiles by email, text, PDF, or link, while screening calls can be recorded and summarized on client profiles. The Pollinator Marketplace supports match proposals and collaboration with other matchmaking firms while allowing matchmakers to retain their client relationships. The platform also provides reporting, lead management, and communication tools, with features varying by plan. It is accessed in a web browser on desktop and mobile, and includes dedicated onboarding and data import.Starting Price: $49/month -
22
Honey
Honey
Honey helps you make new friends at work, feel like part of the team, and fall in love with your job all over again. The essential intranet for remote workplaces. People who have a best friend at work are 7x more likely to be engaged. Honey helps employees express themselves, discover shared interests, and create more experiences together. Tell better stories with video, audio, and a robust editor designed for storytelling. Share your experience, skills, pronouns, and side hustles on your profile page. 70% of remote workers report feeling out of the loop. Honey provides a clear destination to share and discover the stories that matter and find the information they need. Stay on top of the things you care about most with custom email & Slack notifications. Quickly find tools, documents, and people you need with advanced search. Never have FOMO again with company-wide and personalized newsfeeds.Starting Price: $4 per month -
23
Reportz
Reportz
Reportz is a white label reporting solution designed with only three things in mind: to eliminate stress from the equation, significantly speed up the reporting process, and elevate overall quality. Reportz is a dashboard-based, white-label live reporting tool for digital marketing companies, agencies, and freelancers that can help automate client reporting processes. Set the right KPIs and let our tool do all the routine work for you. Onboard your clients and provide them with the most transparent client reporting they've ever seen. Unlimited integrations. Unlimited users. Free white-label account & email reporting. Unlimited KPIs inside the dashboards.Starting Price: $7.95 per month/annual -
24
Cohesive
Cohesive
Cohesive is the workspace where people and agents work as one. It works inside the tools your team already runs on, from Slack to Zoom to your CRM. Today's tools were built for solo human operation: chat boxes, sidebars, and brittle automations layered onto interfaces designed for a different era. Cohesive is built for two participants working in one space. Humans and agents see the same context, work on the same artifacts, and improve the same systems together. Work happens on a Canvas: calls, CRM deals, Slack threads, and sheets side by side, with teammates and the agent working on them in real time. The agent drafts from the sources you point it at and shows them. Automations handle recurring work on a schedule, such as compiling the Monday brief and posting it to Slack once a teammate approves. Plans start at $20 per seat per month, with a 14-day free trial and no credit card required. Enterprise adds SSO, SCIM, and private connectors.Starting Price: $20/month -
25
TopSyde
TopSyde
TopSyde is white-glove managed WordPress hosting and management for agencies, enterprises, and discerning individuals. We take full ownership of performance, security, uptime, and updates so clients never have to think about WordPress again. Every plan includes AI-powered 24/7 monitoring and diagnostics, hand-tuned speed optimization targeting 95+ PageSpeed, conflict-tested plugin and theme updates, daily backups with 30-day retention, malware scanning and removal, and direct senior developer support with average 2-hour response times. Multi-org dashboards, audit logs, and white-label support are available for agencies and enterprises. Free migration with zero downtime. Month-to-month, cancel anytime. 30-day free trial. Veteran-owned and operated, based in Denver, Colorado.Starting Price: $67/month/site -
26
Strad Pro
Strad Pro
Strad Pro is a cloud-based Family Office CRM designed for professional advisors, such as financial advisors, attorneys, tax specialists, and insurance agents, to provide a virtual family office experience for clients at any wealth level. It offers a 360° view of each client’s assets, liabilities, and legal documents, plus centralized task management, customizable workflows, and a secure document center. A shared client-and-advisor portal enables collaborative interaction among all professionals involved. It also includes white-label marketing tools (digital and print) and is SOC 2 Type 2 certified for data security and privacy. Strad Pro empowers advisory teams to coordinate seamlessly, streamline operations, enhance client experience, and expand services by offering family office–style support. -
27
LedgeSpace
LedgeSpace
LedgeSpace is a white-label automated PDF client reporting platform built for digital marketing agencies. Agencies connect Google Analytics 4, Google Ads, and Meta Ads via OAuth — LedgeSpace pulls the performance data, generates a fully branded PDF report with the agency's logo, brand colors, and domain, and emails it directly to the client in one click or on a set schedule. No dashboards. No client logins. No per-client fees. Just a clean, professional PDF in the client's inbox — branded as the agency, sent from the agency's domain. White-label is included on every plan starting at $49/month — not locked behind a $239/month enterprise tier like competitors. All three integrations are available on all plans. The only upgrade trigger is client count. Built for founder-led agencies with 3–20 active retainer clients currently wasting 4–6 hours per client per month on manual reporting in Google Slides or Docs.Starting Price: $49/month -
28
Mainterpreter
Mid-American Language Services
Mainterpreter is white-label interpreter management software for scheduling onsite and remote services, delivering OPI/VRI, managing interpreters and clients, tracking calls and appointments, automating billing, and reporting from one secure platform.Starting Price: $499 -
29
360io
360io
360io is a white-label patient app and HIPAA-compliant portal platform for med spas, plastic surgery and aesthetic practices. Clinics get native iOS and Android apps under their own brand, secure patient messaging and document sharing, e-signatures, before-and-after galleries behind age verification, memberships and subscriptions, Affirm patient financing at checkout, and built-in CRM and sales pipelines. Pricing is $199/month for Portal or $599/month for Growth, with $0 setup fee, unlimited patients, 5 team members and zero transaction fees on patient payments.Starting Price: $199/month -
30
Sheria360
Sheria360
Sheria360 is a web-based legal operations platform for law firms, in-house legal departments, public institutions and corporate teams. It brings legal matter and case management together with contract lifecycle workflows, document management, legal services and advisory tracking, billing, client and external-counsel portals, and task and deadline coordination. Teams can manage intake, investigations, court and regulatory updates, evidence, contract drafting and approvals, renewals, and legal documents in a shared workspace. AI features support contract and matter summaries, key-term extraction, clause comparison, risk identification, redlining suggestions, drafting, and legal research. The system also offers mobile apps and connects with document storage, e-signature, and office productivity tools, with API-based custom integrations for enterprise needs.Starting Price: $35/user/month -
31
WP Umbrella
WP Umbrella
Manage multiple WordPress sites from a single dashboard and get all the information you need to keep things under control in one place. Save a ton of time and fully manage all your theme and plugin updates without leaving WP Umbrella's application. Track your website’s uptime and load time from multiple locations and find bottlenecks that affect your customers' end-user experience. Never let a customer blaming you because its website is down and you were not even aware of it. Get alerted immediately by email or slack when something goes wrong on your WordPress sites. Build trust with your clients with professional activity reports about your WordPress maintenance operations. Client reports and plugin can be white-labeled.Starting Price: $14.99 per month -
32
ClientDesk
ClientDesk
ClientDesk is a branded client portal built for freelancers. Stop juggling Dropbox, email, and spreadsheets — give your clients a professional portal where they can view project status, download files, and stay informed. Features include branded portals with your logo and colors, one-click file sharing (no client signup required), magic link access (no passwords to forget), project progress tracking, and white-label options. Set up in under 5 minutes. Free forever for 1 client.Starting Price: $12/month -
33
Pelris
Pelris Technologies LLC
Pelris is white-label brokerage software that combines a client trading terminal with a staff CRM for forex and CFD brokerages. Brokers can configure the platform with their own name, domain, branding and dedicated database. Traders use browser and mobile interfaces to view multi-asset prices, charts and indicators, place market, limit and stop orders, and manage positions, balances and trading history. The terminal includes margin monitoring and risk controls. Staff tools support lead management, client records, call logging, KYC document review, deposit and withdrawal workflows, role-based access and audit history. The platform also offers introducing-broker management, copy trading, automated strategies and backtesting, with availability varying by plan. Pelris sells software to brokerages, while brokers manage their client relationships and funds. Licensed live market data may be charged separately.Starting Price: $1,250/month -
34
Ad Orbit
Ad Orbit
A stellar end-to-end solution. Extensive integration & configuration options. Real human customer service. Track revenue forecasts, create proposals, book ad inventory in real time, get e-signatures, capture payment methods, and help your team reach their revenue goals. Automation workflows allow IFTT processing for ad assignments, status updates, customer notifications (content collection reminders), ad serving & reporting. Systematically bill and track payments. Get insight into revenue forecasting, aging, cost of goods sold, and more via customizable dashboards. Integrate with ERP/GL platforms. Clients can sign orders, submit ad materials, approve proofs, pay invoices, view campaign performance details, and generate account statements online. Built with integration in mind, Ad Orbit makes it easy to plug in your favorite apps. From dozens of direct integrations with some of the largest media and tech brands, to our RESTful API & Zapier integration. -
35
Bind
Bind
AI-Native Contract Lifecycle Platform for In-House Legal Bind is an AI-native contract platform that drafts, reviews, negotiates, signs, and stores every contract in one workspace. In-house legal teams codify their playbook once, then let business users self-serve standard agreements within those guardrails. Capabilities include conversational AI drafting from 300+ legal-vetted templates, automated redline review against fallback positions, native eSignature with full audit trail, full-text contract repository with plain-English search, and the Tabula view for spreadsheet-style portfolio analysis. Security: ISO 27001 certified and SOC 2 Type 1 compliant. SAML SSO, role-based access controls, granular audit logs, encryption in transit and at rest. Pricing: Starter $90 per user per month, Business $500 per month including 5 users, custom Enterprise. No per-envelope eSign fees. Free trial available.Starting Price: $90/month/user -
36
Clinked
Clinked
Clinked is a white-label client portal, virtual data room and collaboration platform built for professional services businesses that need an organised, secure, and branded way to work with clients. Instead of juggling email threads, shared drives, chat apps, and scattered approvals, Clinked brings communication, documents, tasks, approvals, and updates into one structured workspace. Key Features: ● White-label client portals with custom branding, domains, and mobile apps ● Secure document sharing and management ● Task and project management ● Real-time chat and collaboration ● Granular permissions and user access controls ● Audit trails and activity tracking ● Branded mobile app on iOS and Android ● Workflow integrations Security AES-256 bank-grade encryption ● ISO/IEC 27001:2024 certification ● Two-factor authentication ● GDPR-focused controls ● Detailed audit logs and permission settingsStarting Price: $599/month -
37
StudioDock
MB Rei exitus
StudioDock is booking and operations software for photo, podcast and video studios renting rooms by the hour. Clients choose studio time, add equipment or production support, and pay through a branded booking page or website embed. Manage room availability, shared gear, bookings and payments from one workspace. Booking Plans support hourly rentals, fixed packages and packages with overtime. Set buffers, lead times, deposits and intake questions. Pro adds staff schedules, prepaid hours, memberships, wallet credits and a self-service client portal. Connect Stripe and Google Calendar; Pro also supports webhooks and Zapier-ready workflows. Pro offers a custom domain; Custom adds full customer-facing white-label. Starter starts at EUR 49/month and Pro at EUR 89/month. Both include a 7-day free trial without a credit card. StudioDock charges 0% platform fees on bookings; payment-provider fees may apply.Starting Price: EUR 49/month (Starter) -
38
NinjaPipe
NinjaPipe
NinjaPipe is an AI-powered CRM and sales automation platform designed to centralize and accelerate growth by giving businesses one unified workspace to manage leads, clients, communications, deals, tasks, and branded client portals. It combines automated pipeline management, deal tracking, contact consolidation, and customizable client portals to surface what’s next in the sales process while reducing manual coordination; users can share documents, chats, deals, and tasks with contacts through white-labeled portals, automate follow-ups, and keep all touchpoints tied to opportunities. The system emphasizes simplicity and visibility, offering inbox-style interfaces, real-time activity feeds, and integrated support ticketing, so teams can respond faster, maintain context, and reduce friction between sales, operations, and customer success. NinjaPipe also layers in growth-oriented automation, triggered actions, smart reminders, and workflow rules, to keep prospects.Starting Price: $49 per month -
39
ClosedEasy
Laejri
ClosedEasy is a web-based escrow communication and transaction-status tool for real estate agents, transaction coordinators, teams and brokerages. Its client-facing board shows milestones, deadlines, actions, document requests and appointments. Agents and coordinators can create deals from contract data or reusable templates, adjust dates, share a secure link, and send email or text updates as transactions progress. Clients can view status, upload requested documents, ask a deal-specific assistant questions, and receive reminders. Team and brokerage workspaces add multi-deal oversight, coordinator assignments, activity records, reports and branded boards. Calendar feeds reflect schedule changes, while signature documents can be added by copying ClosedEasy on supported e-signature emails. It works alongside a brokerage’s transaction or compliance system as a client-communication layer, rather than replacing that system.Starting Price: $35/user/month -
40
SuccessionLabX
DragonVerse Media Inc
SuccessionLabX is an AI-powered Advisor OS designed for wealth advisors, family offices, and estate planners to turn client succession concerns into structured planning conversations. The platform streamlines lead capture and onboarding through a 30-question risk assessment that generates a 0-3000 score across external, internal, and relational dimensions. Advisors use credits to draft comprehensive, AI-assisted succession reports, customize them with white-label branding (logos, colors, and welcome messages), and manage client relationships within a unified CRM dashboard. Best suited for independent planners and advisory teams looking to deliver high-value succession deliverables and build client trust without building a diagnostic process from scratch.Starting Price: $99/month -
41
Motion.io
Motion.io
Motion.io is an all-in-one client portal and project management platform designed to streamline client work for service-based businesses. It offers loginless, white-labeled portals where clients can upload files, complete forms, track project progress, and communicate with teams without the need for account creation. Motion.io's task builder allows businesses to assign tasks that automatically remind clients to complete necessary actions, such as signing documents or submitting information. Motion.io also features electronic document signing, enabling clients to sign contracts directly within their portals. Its project tracker provides clients with clear visibility into each stage of their projects, enhancing transparency and reducing the need for status update meetings. The unified inbox consolidates all client communications, including messages and support tickets, into a single dashboard for efficient management.Starting Price: $19 per month -
42
QRCodeChimp
QRCodeChimp
Rated #1 QR code generator and management platform for business and marketing. Create free custom QR codes online with logo, advanced analytics, bulk upload, APIs, and shapes for links, social, apps, forms, URL, vCard, Facebook, Instagram, websites, YouTube, and more. Our custom QR code shapes and stickers with CTA get you the highest QR scans in the market. You may set the QR logo and color to immerse it with your branding. Our real-time, in-depth location, device, and scan analytics help you A/B test and tune your QR code marketing campaigns for the best ROI. Our bulk-upload and folder features provide you with everything you need to scale your campaign from single to 1000s of campaigns for your multiple clients. Our user-facing interface can be white-labeled to have complete control over your branding. White-labeled QR Codes increase consumers' trust in your brand. We provide highly engaging and converting pre-built landing pages to engage the customers post-QR scans.Starting Price: $6.99 per month -
43
KelBrix
WMart Online Services
KelBrix is a cloud-based B2B sales platform combining customer relationship management, lead discovery and outreach tools. Teams can search for business prospects from Google Maps and send selected leads into CRM pipelines for assignment, notes, follow-up tasks and reminders. The platform supports WhatsApp conversations and official WhatsApp Business API workflows, as well as email sequences, scheduled campaigns and stage-based automations. It also offers digital business cards with QR and NFC sharing, appointment scheduling, landing pages, invoicing and payment links. AI calling can be configured with third-party voice providers, while agencies can manage separate client workspaces and apply white-label branding on eligible plans. KelBrix is aimed at sales teams, small businesses, marketing agencies and other organizations that want lead capture, customer follow-up and sales workflows in one service.Starting Price: $15/month -
44
Quillmatic
Quillmatic
Solo and small firm attorneys spend hours every week on documents they've already written, intake they've already collected, and time entries they've already worked. Quillmatic eliminates the repetition. Every tool — document automation, AI drafting, fee agreements, client portals, intake questionnaires, e-signatures, time capture, calendar sync, conflict checking, and deadline tracking — draws from the same matter database. Enter your case details once and every tool gets smarter. Quillmatic also connects directly to Clio. Authorize the connection once and your matters, clients, contacts, and time entries sync automatically. Free plan available. $49/month Solo. $149/month Firm. No per-user fees. No add-on modules. 14-day free trial on paid plans.Starting Price: $49/month -
45
NO-CODE CRM
No-Code Systems
NO-CODE CRM is a cloud based configurable CRM with website and client/vendor portals. Our CRM is very configurable and flexible. You can customize it to your specific Business Processes. We can configure a custom CRM based on your exact needs. We have a lot of built in tools that can be used as soon as you open an account. And we will help you customize the functionality, reports and experience based on your unique CRM needs. Some of the key functionality include: Database of clients Email and SMS communications with clients Tracking client activity Making notes Scheduling appointments and follow ups Design and host website in the same place as CRM Invoice clients Allow clients to pay online by credit card Online estimates, quotes and orders for clients Online inventory management with online store and shopping cart Online HelpDesk for clients Online advertisementStarting Price: $50/user/month -
46
Camilyo Online in One
Camilyo
Camilyo is an all-in-one, omnichannel, white-labeled, integrated marketing platform, designed specifically for online service providers and their small and medium business clients, with a clear focus on capturing leads and transactions across multiple online channels. Camilyo combines an agency-grade multi-platform website builder, eCommerce, social network marketing, lead capture modules, CRM and a business dashboard, providing online service providers, big and small, with a fully integrated suite of digital solutions for use with their SMB client base. Monetize your IYP assets & become a trusted partner by helping your SMBs to take the lead online. Evolve from one-time, presence-focused website creation to ongoing delivery of online leads and transactions to your SMBs. Drive the small business digital revolution and capitalize on the huge opportunity it represents. -
47
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 -
48
SwiftCRM
SwiftCloud
CRM Software for Growing Small Businesses. Complete Customer Relationship Management, Helpdesk, Sales Tools & More. You’re busy. The last thing you need is another software program to keep updated. SwiftCRM side steps conventional CRMs, so you automate more, and send emails, calls, and postal mail right through the application – so you never have to copy & paste. Furthermore, it’s the #1 most customizable sales dashboard in the industry, so you or your team will feel right at home, with language, labels, statuses, and deal flow that match your systems. We believe software should conform to humans, not the other way around.Starting Price: $19.00/month/user -
49
Coaching Loft
Coaching Loft
Coaching Loft is coaching management software that runs the working side of a coaching relationship in one place: scheduling and calendar sync, session notes, goals and action tracking, a 500+ coaching question library, assessments and 360 feedback, coaching agreements with e-signature, coaching packages, invoicing and payments, and a free client portal for every coachee. It is used by individual coaches, coaching firms managing multiple coaches under one brand, and organizations running internal and external coaching programs.Starting Price: $25.00/month/user -
50
Link Sonar
Link Sonar
Link Sonar is AI-powered link building software built for SEO agencies, in-house SEO teams, and freelance link builders who need to scale outreach without scaling headcount. The platform consolidates the entire link building workflow into a single dashboard: boolean search-powered prospect discovery, automated contact enrichment, AI-generated personalized outreach emails, multi-step follow-up sequences, real-time backlink monitoring with instant alerts, A/B testing for subject lines and copy, and white-label client reporting. Link Sonar replaces the patchwork of spreadsheets and disconnected tools that slow most link building campaigns down. It is a modern alternative to legacy platforms like Pitchbox and BuzzStream, delivering agency-grade capabilities starting at $49/month. Start a free 14-day trial today.Starting Price: $49/month
