Compare EZbook vs. The Training Notebook One

Project Insight helps organizations connect project data across teams and systems to make better decisions about their business. As a strategic project and portfolio management platform, it brings together resource and capacity planning, financial management, project requests, execution, governance, and portfolio performance. The result is a connected project data backbone that gives PMOs and executives visibility into organization-wide work and supports trustworthy reporting, forecasting, and AI analysis. Teams can continue using familiar tools such as Jira, Azure DevOps, Microsoft, Salesforce, ServiceNow, and HubSpot while Project Insight brings their project information into one central command center, reducing manual data entry and disconnected reporting. Manage projects, programs, and portfolios using flexible workflows, intelligent scheduling, Gantt charts, Kanban boards, time tracking, budget management, and customizable dashboards. Leaders can monitor workloads, project health, costs, and strategic priorities without chasing information across departments. AI-powered features help create project plans, turn meeting discussions into action items, recommend resources, forecast capacity, and evaluate what-if scenarios. From growing teams outgrowing spreadsheets to established PMOs with complex business processes, Project Insight adapts to the way organizations work through configurable processes, dedicated onboarding support, and free view-only access for clients and stakeholders.

Simplify the process of booking and managing appointments effortlessly with Acuity Scheduling. This user-friendly online appointment scheduling tool empowers professionals and businesses to conveniently fill their calendars without the associated stress. Clients can view your availability in real time, book appointments quickly, and make payments upfront, allowing you to avoid the tedious task of constant organization and rescheduling. Additionally, Acuity's features help streamline your workflow, making your scheduling experience even more efficient.

CoachIQ offers sports coaches a comprehensive platform to manage scheduling, payments, client communication, and session tracking with ease. Beyond these core features, it provides video analysis and media sharing capabilities that let coaches upload athlete clips, add notes or voiceover feedback, and share libraries of drills or game footage for athlete learning. With tools to enhance both in-person and virtual coaching, CoachIQ helps coaches grow their business and deepen engagement. Trusted by top coaches, it simplifies daily operations and supports scaling with professional features.

Since 2022, ShapeNet management software has been implemented in hundreds of health clubs, country clubs and wellness centers. Services include Texting, Mobile Apps, Scheduling, POS, Door Access, Loyalty Points, Sales CRM, Billing, Fitness Videos, and the ability to pass CC fees to your members. Our software will increase Employee Productivity and Improve your Member retention.

Mentornity is mentoring and coaching program software for organizations that run structured programs and need to show what came of them. It covers the full cycle. Participants enrol and are matched by an algorithm that scores every possible pair against weighted criteria the program defines, discarding pairs that fail a mandatory rule; administrators approve suggestions individually or in bulk, assign by hand, or open a mentor pool and let participants choose. Mentors publish availability, mentees book within it, sessions sync to Zoom, Microsoft Teams or Google Meet, and reminders go out automatically before and after each meeting. Measurement runs alongside rather than after. Surveys and forms can be scheduled at any point in a cycle, and a program health score tracks participation, meeting frequency and completion against each program's own targets, flagging programs that drift before the cycle ends. Certificates are issued automatically on completion. Each program runs under its own branding on its own domain, with role-based access and six interface languages. Free for up to 10 users with no expiry and every feature enabled; paid plans start at $289 per month and scale by participant count. Running mentoring programs since 2015.

Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.

Cloverleaf is an AI-powered coaching platform that turns assessment data, HRIS events, and calendar context into proactive, personalized coaching delivered in Slack, Microsoft Teams, Workday, and email. Cloverleaf is built on trusted behavioral assessments including DISC, CliftonStrengths, and Insights Discovery — with over 10 validated assessments available in one platform. On average, customers reduce assessment spend by 32% while gaining continuous AI-powered coaching from that data. Coaching is tailored to the individual and the specific people they're working with and the context of the moment. Before a difficult 1:1, a cross-functional standup, or a performance review, coaching arrives specific to that meeting, those people, and that interaction. Employees don't need to log into another system or think about what to ask. Cloverleaf anticipates what will be most helpful and delivers it in real time. Organizations align coaching to their own leadership frameworks and competency models, ensuring development reinforces their standards. HRIS integration triggers coaching automatically during promotions, manager changes, team transitions, and performance cycle milestones. First-time managers receive coaching on delegation, feedback, and team dynamics for their specific new team from day one. Talent and HR leaders get visibility into coaching engagement, capability reinforcement, and development trends by team, department, or organization. Development is measured by behaviors being practiced, not just courses completed. Cloverleaf is SOC 2 Type II compliant, GDPR-aligned, and ISO 27001 certified. Trusted by 45,000+ teams across organizations to strengthen manager effectiveness, engagement, and retention. 86% of users report improved team performance.

Since 2012, AuctionMethod has provided white-label auction software and custom auction software development for the auction industry. Based in Massachusetts, serving the U.S., Canada, Australia, and New Zealand. Serving auctioneers, estate liquidators, farm and heavy equipment, industrial, salvage and recycling, non-profit, corporations, retail liquidators, auto/car dealers, real estate, and arts and collectibles auction businesses. There are no commissions, no per-lot fees, no platform skim, and no contract, so clients keep the revenue from every sale instead of splitting it with the platform. Clients keep 100% ownership of their bidder lists, seller lists, item data, images, and transaction history on a fully white-label auction website. The platform covers catalog and lot management, consignor management, bidder registration, invoicing, payment and tax handling, and reporting in one system. Auction event types include timed online auctions, simulcast auctions, blind timed auctions, catalog-only, fixed-price, and perpetual events. AuctionMethod includes a mobile app for iOS and Android. For operations whose workflows fall outside the standard product, AuctionMethod also builds custom auction software development solutions at a fixed rate. AuctionMethod's pricing starts at $100/mo with a $250 one-time setup charge. AuctionMethod offers a 30-day free trial, no credit card required. Highly rated 4.9/5 on Capterra and SourceForge with a 94% renewal rate.

Our powerful Customer Relationship Management software (CRM) can help you increase productivity, generate more revenues, and improve engagement. Manage your advance/loan portfolio. Integrated with ACH processors. Includes broker portal and syndicate reporting. Send email and SMS campaigns, send/receive SMS messages, track email openings, and much more. ClixSign® allows you to send any document for electronic signature. You can see when documents have been viewed and signed by up 8 signers. Your customers can access a branded portal that allows them to upload documents, view messages and track balances/payments. The most up-to-date contact and deal management software allows you to see the entire pipeline. Centrex Software provides custom software development solutions. We assist customers in building web and mobile apps for any purpose.

Establish a seamless and efficient process using Lawmatics' law office intake form templates that you can set up and forget, allowing you to focus on the most critical tasks while your legal CRM manages client intake and marketing strategies. This powerful CRM for attorneys not only helps you attract new clients but also facilitates reconnecting with your existing database of former clients through automated law firm documentation processes. By ensuring your firm remains accessible for clients when new needs arise, you can create a steady stream of revenue through workflow automation tailored for legal practices. Implementing automated follow-ups allows for immediate responses to prospective clients, ensuring that no opportunity slips by unnoticed. Your clients will appreciate your systematic and technologically advanced approach to managing their cases from the very first contact with your firm. With features like instant electronic signatures for legal documents and automatic follow-ups, our innovative software is designed to impress and leave a lasting positive impression on your clients. Additionally, by streamlining these processes, your firm can effectively enhance client satisfaction while increasing overall efficiency.