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Description
Indy is an adaptive and all-in-one management software that allows freelancers to track everything, from payments to proposals. Indy makes time management and organization easy so users can focus on their work.
This platform includes a collection of contract, proposal, and form templates that make it easier to get clients. Users can assign tasks to specific projects or to categories using the task tracking system. The time tracker tool allows users to log and categorize time spent on tasks as they work. This makes it easy to balance multiple projects or create invoices. Indy can generate detailed invoices for clients when it's time to pay. In return, clients have peace of mind knowing Indy uses top payment methods such as PayPal and Zelle. Indy is a versatile and reliable tool that can be used with other tools such as Profiles, Drive and Client Contacts.
Description
Create your pricing and statement of work in just one straightforward step. With the ScopeStack platform, you can effortlessly select features from various technology categories, streamlining the scoping process considerably. Say goodbye to spending endless hours in front of your computer wrestling with word templates and correcting grammar. As you select features and functions, the ScopeStack platform automatically generates the scope for you. Additionally, you can visually assess the profitability of your projects and leverage essential business metrics for automatic project approval, making the entire process even more efficient and insightful.
API Access
Has API
No
API Access
Has API
No
Integrations
Google Calendar
Yes
HubSpot CRM
No
HubSpot Customer Platform
No
Zapier
Yes
Integrations
Google Calendar
No
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Zapier
No
Pricing Details
$19/month
Free Trial
No
Free Version
Yes
Pricing Details
$500 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Indy
Founded
2016
Country
United States
Website
weareindy.com
Vendor Details
Company Name
ScopeStack
Founded
2017
Country
United States
Website
scopestack.io
Product Features
Billing and Invoicing
Billing Portal
No
Contact Database
Yes
Contingency Billing
No
Customer Portal
No
Customizable Invoices
Yes
Dunning Management
No
Hourly Billing
Yes
Invoice History
Yes
Mobile Payments
No
Multi-Currency
Yes
Online Invoicing
Yes
Online Payments
Yes
Payment Processing
No
Project Billing
Yes
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
Yes
Business Management
Billing & Invoicing
Yes
CRM
Yes
Employee Management
No
Financial Management
No
Inventory Management
No
Marketing Management
No
Order Management
No
Point of Sale (POS)
No
Project Management
No
Purchasing
No
Scheduling
Yes
Time & Expense Tracking
Yes
Training Management
No
Vendor Management
No
Contract Management
Buy Side (Suppliers)
No
Completion Tracking
Yes
Compliance Tracking
No
Contract Lifecycle Management
No
Electronic Signature
Yes
Full Text Search
Yes
Government Contracts
No
Pre-built Templates
Yes
Sell Side (Customers)
No
Specialty Contracts
Yes
Version Control
No
Workflow Management
Yes
Online Form Builders
Artificial Intelligence
No
Assign Roles / Permissions
Yes
Collaboration Tools
Yes
Conversational Forms
No
Data Tables
No
Drag & Drop / No Code
Yes
Export to PDF
No
HIPAA Compliant
No
Import Existing Forms
No
Mobile Forms
No
Offline Forms
No
Pre-made Templates
No
Quizzes / Questionnaires
No
Reporting / Data Visualization
No
Signup Forms
No
Surveys
No
Proposal Management
Automatic Formatting
No
Calendar Management
Yes
Collaboration
Yes
Contact Management
Yes
Content Repository
No
Document Management
Yes
Electronic Signature
Yes
Knowledge Library
No
Pipeline Management
No
RFP Management
No
Requirements Management
No
Revision Management
No
Task Management
No
Templates
Yes
Version Control
No
RFP
Bid Management
No
Collaboration
Yes
Content Management
No
Data Import / Export
No
Due Date Tracking
No
Knowledge Library
No
Progress Tracking
No
RFP Creation
No
RFP Responding
No
Requirements Management
No
Task Management
No
Templates
No
Vendor Management
No
Task Management
Collaboration
Yes
Create Subtasks
No
Gamification
No
Gantt Charts
No
Mobile Access
Yes
Percent-Complete Tracking
No
Progress Tracking
No
Recurring Tasks
No
Reporting/Analytics
No
Spreadsheet View
No
Task Board View
Yes
Task Planning
No
Task Scheduling
Yes
Task Tracking
Yes
Time Tracking
Yes
To-Do List View
Yes
Time Tracking
Automatic Time Capture
No
Billable & Non-Billable Hours
Yes
Billing & Invoicing
Yes
Employee Database
No
Expense Tracking
No
Mobile Time Tracking
Yes
Multiple Billing Rates
Yes
Offline Time Tracking
No
Online Time Tracking
Yes
Overtime Calculation
No
Time per Project Reporting
Yes
Timesheet Management
Yes
Vacation / Leave Tracking
No
Product Features
CPQ
2D Drawing
No
3D Modeling
No
Approval Workflow
Yes
Guided Selling
No
Product Configurator
Yes
Proposal Generation
Yes
Quotes / Estimates
Yes
Renewal Management
No
Self Service Portal
No
eCommerce
No
Document Generation
Batch Processing
Yes
Collaboration
No
Digital Signature
Yes
Interaction Tracking
No
Multiple Output Formats
Yes
Templates
Yes
IT Project Management
Bug Tracking
No
Issue Management
No
Milestone Tracking
No
Percent-Complete Tracking
No
Portfolio Management
No
Prioritization
No
Product Roadmapping
No
Requirements Management
Yes
Resource Management
Yes
Status Tracking
Yes
Supports Agile
No
Supports Scrum
No
Task Management
Yes
Testing / QA Management
No
Time & Expense Tracking
Yes
IT Service
Contract Management
No
IT Asset Management
No
Incident Management
No
Knowledge Management
No
Release Management
No
Self Service Portal
No
Service Catalog
Yes
Service Reporting
Yes
Ticket Management
No
Job Costing
Bills of Material
No
Budgeting & Forecasting
Yes
Change Orders
Yes
Cost-to-Completion Tracking
No
Invoice Management
No
Overrun Reporting
No
Percent-Complete Tracking
No
Production Cost Tracking
No
Purchase Order Management
No
Quotes / Estimates
Yes
Time Tracking
No
Work Order Management
Yes
Proposal Management
Automatic Formatting
No
Calendar Management
No
Collaboration
Yes
Contact Management
Yes
Content Repository
No
Document Management
Yes
Electronic Signature
Yes
Knowledge Library
Yes
Pipeline Management
Yes
RFP Management
Yes
Requirements Management
No
Revision Management
No
Task Management
No
Templates
Yes
Version Control
Yes
RFP
Bid Management
No
Collaboration
Yes
Content Management
Yes
Data Import / Export
Yes
Due Date Tracking
No
Knowledge Library
Yes
Progress Tracking
Yes
RFP Creation
Yes
RFP Responding
Yes
Requirements Management
Yes
Task Management
Yes
Templates
Yes
Vendor Management
No
Sales Enablement
Collaboration
Yes
Contact Management
No
Content Management
Yes
Document Management
Yes
Goals / Quota Management
No
Lead Management
No
Meeting Management
No
Performance Management
No
Presentation Management
No
Proposal Management
Yes
Territory Management
No
Training Management
No