Alternatives to Agency Handy

Aprio board portal software saves time in board meeting preparation, improves board communication and engagement and streamlines decision-making beyond the boardroom. Our secure, easy to use cloud-based board portal is the first choice among credit unions, financial services, banks, healthcare and education organizations to provide instant access to board materials on any device and enable real-time collaboration and communication. Backed by 24/7 support from former board administrators, we make good governance simple.

Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. Some clients have consistently reduced document turnaround time by as much as 87.5%. 2. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. Discover what a customer-centric approach to document collection can do for your business. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Trusted by customers large and small, worldwide, FileInvite is the pioneer of document collection solutions for customer-centric businesses. Try FileInvite free for 14 days. No credit card required. Send your first Invite in just five minutes when you sign up for a free account.

SPP.co is a comprehensive client-portal solution designed specifically for digital service and productized agencies, unifying billing, onboarding, project management, support, customer relationship management (CRM), forms, portals, and payment processing within a singular branded interface. Agencies can utilize tailor-made order and intake forms to facilitate online service or subscription purchases, automatically generating invoices or Stripe subscriptions while effectively delegating projects and tasks based on predetermined rules and statuses. The platform features a customizable white-label portal for clients, offering the ability to personalize branding, domains, colors, and templates, where they can manage invoices, make payments, track project progress, and collaborate seamlessly. On the administrative side, the system offers robust support for team inboxes, user permissions, both internal and external messaging, task assignments, order history, custom statuses, and role-specific views, allowing agencies to efficiently manage workflows ranging from small teams of 2 to larger groups of 200. With a wide array of integrations, APIs, and webhooks, the platform enhances checkout processes, subscription billing, and more, making it an indispensable tool for agencies looking to streamline their operations and improve client interactions. This holistic approach not only boosts productivity but also fosters stronger relationships between agencies and their clients.

Moxo’s service orchestration platform revolutionizes complex B2B interactions by delivering seamless and efficient experiences. Inefficiencies and risks often arise when business processes are scattered across departments, clients, vendors, and partners. Moxo eliminates these challenges by unifying workflows—transforming fragmented operations into streamlined, cost-effective solutions that boost client satisfaction. Moxo platform accelerates essential tasks such as client onboarding, document management, and exception resolution. The outcome: quicker process completion, minimized compliance risks, and exceptional client experiences. Trusted by industry leaders in financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas—Moxo powers the orchestration of mission-critical business relationships.

Show your clients what a modern MSP looks like. One white-labeled client portal that is powered with automation can provide Ticketing and Service Catalog, Reporting as well as Client Training and Client Communication. Fully integrated with Office 365 and ConnectWise, Autotask Syncro, Syncro, or BMS. All client touch points can be managed from one secure and integrated platform. You can create a seamless client experience, from ticketing to account administration. Your service catalog should be displayed to make it easy for clients to use and buy from your MSP. Clients' information and your information to fix it are often different. CloudRadial offers fully customizable intake questions and ticket triaging. To get the information you need and get it to where it is needed. You must give your client a reason to use the client portal to request services from you.

Motion.io serves as a comprehensive client portal and project management solution tailored for service-oriented businesses, aiming to enhance the efficiency of client interactions. It features intuitive, white-labeled portals that allow clients to engage without logging in, facilitating file uploads, form completions, project tracking, and team communication seamlessly. The platform's task builder empowers businesses to designate responsibilities while sending automatic reminders to clients for essential actions, like document signing or information submission. Additionally, Motion.io incorporates electronic signature capabilities, allowing clients to finalize contracts right within their portals. Clients benefit from a project tracker that offers transparent insight into every phase of their projects, minimizing the need for frequent status update meetings. Furthermore, the integrated inbox merges all client communication, encompassing messages and support requests, into a single manageable dashboard, thus streamlining overall client management processes. This holistic approach not only enhances productivity but also fosters stronger client relationships.

Ahsuite provides a centralized platform for sharing tasks, files, passwords, presentations, and Data Studio reports, ensuring that all client communications are neatly organized to prevent anything from being overlooked or misplaced. Clients will value the system's professionalism and structure, allowing you to allocate more time to creative activities like designing, writing, and managing their campaigns instead of getting bogged down in agency operations. Gone are the days of sending numerous links via email; you can now seamlessly embed Data Studio dashboards, Google Slides, and videos directly within client portals. The task management features in Ahsuite include everything needed for handling intricate projects, such as checklists, templates, labels, dependencies, attachments, calendar views, and much more. You can easily determine which files need client approval, including agreements and proofs, while custom labels and search functions simplify file organization. Ahsuite also incorporates an encrypted password manager, enabling secure sharing of passwords with only authorized individuals. Additionally, the platform helps teams monitor contributions with timestamped log entries, ensuring clarity in project accountability. Ultimately, Ahsuite enhances collaboration and efficiency, making it an invaluable tool for any agency.

FeatValue provides a customer portal to agencies and service providers. Its deep integration with the most popular project-management systems allows clients to be easily integrated into current processes. FeatValue offers a client review process and synchronizes tasks. Clients can view and create tasks.

Introducing Zapa Client Portals, the easy solution for managing client documents. As a CPA, gather documents faster during tax season. As an attorney, manage documents and communication in one place for more profitability. The portal allows clients to upload documents, provides a checklist of necessary documents and deadlines and gives self-service access to their files. It's secure, reliable and user-friendly. Upgrade your client management with Zapa. Try it now! Zapa Client Portals is built for small business owners such as accountants and attorneys who need a secure and efficient way to gather, organize, and share client documents. These professionals often work with sensitive financial and personal information and need a reliable solution to keep this information secure while also streamlining their workflow. The portal is designed to provide a user-friendly interface for clients to upload documents, a checklist of necessary documents and deadlines, and easy self-service access for clients. Additionally, the portal provides a secure way for these professionals to share documents with their clients and other stakeholders, making it a valuable tool for small businesses looking for an easy way to manage their client data.

Assembly serves as a comprehensive platform for client engagement and back-office operations, tailored specifically for tech-driven professional service organizations like those in consulting, law, accounting, real estate, marketing, and technology. By consolidating various tools into a single, branded client portal, it enables businesses to seamlessly connect, communicate, invoice, share documents, and manage tasks from the initial sale through to full-scale operations. This system enhances visibility into client relationships organization-wide, utilizing secure AI support to optimize workflows and conserve valuable time. Furthermore, Assembly integrates smoothly with pre-existing business applications through various methods, including embeds, Zapier, Make, or its versatile API, while also allowing for the development of custom applications. Among its standout features are secure messaging, document sharing, invoicing with one-click payment options, electronic signatures, storefront capabilities for productizing services, customizable forms, and task management. The platform is crafted to provide exceptional, contemporary client experiences while ensuring robust security measures and HIPAA compliance. With its innovative approach, Assembly not only simplifies operations but also elevates overall client satisfaction.

Many agencies boast about their excellent customer service, but what specific tools and resources can you genuinely offer to enhance that service? Elevate the customer experience by leveraging Zywave’s Client Cloud, which equips your clients with centralized tools and content tailored to address their unique business challenges. Whether it's HR support, compliance assistance, employee training, or any other requirement, Zywave’s Client Cloud supplies everything necessary for delivering outstanding customer service throughout the year. Establish your reputation as a reliable advisor by guiding your clients through the intricate landscape of compliance and risk management. By providing them with access to comprehensive tools and an extensive content library, you can help them ensure compliance and steer clear of potential penalties. Additionally, offering training courses through an intuitive learning management system (LMS) has never been simpler, enabling you to meet the needs of your clients and their teams effectively. This comprehensive approach not only strengthens client relationships but also enhances the overall value you provide as their trusted partner.

Introducing a state-of-the-art client portal designed for forward-thinking businesses. Clients can easily log in through your website to share files, sign documents, make payments, communicate, and much more. This all-in-one application encompasses everything necessary for managing a virtual business, including billing, file sharing, electronic signatures, messaging, client intake forms, and a comprehensive knowledge base. The portal provides you with the flexibility to customize what your clients can view. You have the option to host the portal on your own domain, ensuring that every detail aligns with your brand identity. Whether you choose to integrate it with an existing marketing website or utilize our website builder to craft a page tailored for professional services, the possibilities are endless. Enhance your client portal by incorporating the secure file-sharing and eSignature features, effectively replacing services like Google Drive, Dropbox, ShareFile, and DocuSign. Additionally, implement the billing module to offer clients a branded payment experience, substituting platforms like Bill.com and FreshBooks. Streamlining your client intake process is effortless with the addition of the intake forms module, which can replace tools such as Formstack and Microsoft Forms, making your operations more efficient and cohesive. With this portal, you can revolutionize how you interact with clients, ensuring a seamless and professional experience every step of the way.

Handy Invoice stands out as the most user-friendly invoicing software tailored for small businesses in Australia. With its straightforward and intuitive design, it enables users to produce organized and clear invoices effortlessly. The process of creating and printing invoices has reached a level of simplicity that was previously hard to achieve. Thanks to its clean interface, generating professional invoices becomes a hassle-free task. Handy Invoice also supports both full and partial payments on invoices, allowing you to track these transactions through a comprehensive payment history, where payments can be viewed or even reversed. Additionally, a single payment can be linked to multiple invoices, enhancing flexibility. When an invoice is completely paid off, it is automatically converted into a receipt, which is conveniently sorted into a different tab for easy access, while outstanding invoices are displayed separately so you can always keep track of what you owe. Furthermore, Handy Invoice enables you to maintain a client database, allowing you to quickly retrieve their information for future invoices without the need for repetitive typing, which ultimately saves time and improves efficiency. This feature not only streamlines your invoicing process but also enhances your overall business management experience.

bCommunities is a highly innovative online platform that streamlines transactions and collaboration among teams. Within the bCommunities ecosystem, each organization operates in a distinct, secure, and private setting, ensuring that your vendor remains unaware of your client’s identity and cannot see the multitude of tasks you are managing for a particular project, as they are only privy to one task at a time. Conversely, you will not have visibility into the tasks they are working on related to your requests unless they create a Flowback task specifically for you or designate a task as a resource, which will then appear in your account. If all members of your internal team are categorized as Light users (meaning they are all free), they will have access to view all projects and tasks created during the Trial period or those assigned to them by clients. Our robust infrastructure, including data centers and network systems, is meticulously designed to deliver unparalleled uptime, optimal server and cloud performance, enhanced security, and rapid scalability, ensuring a seamless user experience for everyone involved. Additionally, bCommunities is committed to fostering a collaborative environment that promotes efficiency and transparency among all teams.

All of your clients, contacts and jobs can be tracked in one place. Every member of the team will be able to keep track of all their clients, contacts, jobs, and tasks in one place. You can use the kanban board or the client screen to take notes and track time while you update your tasks. Task management integrates seamlessly with the ability to track billable, non-billable, and admin hours. It is easy to bill hourly by assigning time to each invoice. Clients can email invoices directly from the application. Clients can pay online using our payment portal or our affordable merchant services account. You can view graphs, summary reports and detailed reports to analyze the profitability for each client, job and task. It also gives real-time information about the profitability and productivity of each member of your team.

AgencyPro serves as an all-in-one client portal software tailored for agencies, aimed at optimizing their overall business functions. This platform brings together client management, project oversight, time tracking, automated billing, and team collaboration into a single branded interface that can be personalized with an agency's unique logo, color scheme, and website domain. Equipped with features such as bespoke client portals, automated invoicing, file proofing capabilities, CRM tools, and comprehensive analytics, agencies can efficiently handle every aspect of their operations from the initial onboarding of clients to the final stages of payment processing. Agencies around the globe rely on AgencyPro not only to enhance their profitability by up to 40%, but also to minimize administrative tasks while elevating client satisfaction levels. By integrating these essential functions, AgencyPro positions itself as a vital tool for agencies seeking growth and improved operational efficiency.

Scrum Mate serves as an agile management tool specifically designed for software development teams, digital agencies, and agile business teams. It equips users with essential tools for both Scrum and Kanban methodologies, simplifying the often chaotic nature of daily project management. For teams juggling multiple projects or those requiring cross-team collaboration, Scrum Mate offers a refined solution tailored to your organization's needs. It enables diverse teams—whether in marketing, development, or design—to seamlessly work together on a single project. This platform provides a cohesive, real-time overview of project progress as teams manage their tasks on individual boards. Additionally, it fosters a constructive relationship with clients by promoting transparency and establishing clear priorities. By gathering and organizing all tasks into a shared project backlog, teams can collaborate effectively, ensuring alignment with client expectations throughout the project lifecycle. This not only enhances productivity but also strengthens partnerships through mutual understanding and shared goals.

Experience a comprehensive platform designed for overseeing clients, invoices, projects, proposals, estimates, hours, payments, contractors, and staff all in one place. This solution is ideal for attracting clients while optimizing your time and efficiency. Clientary serves as an all-in-one professional services automation tool that addresses the complete needs of your business. With our assistance, countless freelancers, agencies, and companies have successfully streamlined their client management processes. Say goodbye to the hassle of dealing with disparate documents, templates, and applications. We facilitate the entire client lifecycle, from initial proposals and estimates to tracking time, generating invoices, and processing payments, ensuring you and your team have all necessary resources centralized. Initiate your client relationships effectively with tailored proposals and contracts, and easily gather signatures directly through Clientary. Invoices can be generated automatically based on billable work or estimates, simplifying your billing process. Collect payments seamlessly through multiple methods, including credit cards, ACH, or offline options. Monitor time and delegate staff tasks efficiently while also planning for future workload. With features that manage projects, budgets, deadlines, and varying rates, your organization can thrive like never before. This integrated approach will transform how you manage your business relationships and operations.

Enhance your productivity daily by utilizing comprehensive reporting and sophisticated search functions. The Client Portal is a user-friendly platform that consolidates all essential information in a single location, allowing you to streamline processes and automate various tasks. By leveraging the Client Portal, you can efficiently retrieve shareholder data and other vital information, significantly improving your workflow. Whether you're generating on-demand reports or tracking live voting outcomes, the Client Portal is designed to simplify your tasks. This versatile tool empowers you to tailor your work approach to suit your needs, providing crucial data, both real-time and historical reports, advanced search and filtering options, as well as client notifications. The ability to access and manage important information efficiently enhances your overall effectiveness, ensuring you remain productive and informed in your endeavors.

Distinguish yourself from the competition by offering your clients a streamlined and efficient client portal. This Client Portal seamlessly integrates with WordPress, enabling you to oversee client projects without the clutter of traditional project management tools. Projects often become chaotic; if you handle client work, you're familiar with the challenges of monitoring various tasks and deliverables. The majority of documents exchanged tend to be sent via email, which can easily get lost in the clutter of both your inbox and your client's. Whether you're searching for a proposal from six months ago to clarify the project scope or your client is trying to locate a Google document with a draft they need, this can lead to frustration. The Client Portal is a straightforward, lightweight WordPress plugin that you can implement on your website immediately, providing your clients with an organized way to track project progress and access all necessary files at their convenience. Say goodbye to frequent requests like "Can you resend our logo? I can't find it!" as this solution ensures everything is right where it should be. By enhancing your client experience, you'll foster better communication and satisfaction.

OneSuite is an all-in-one solution for freelancers, agencies, and small businesses to handle clients, projects, invoices, documents, and leads with ease. It combines CRM, lead management, project tracking, invoicing, and contract management in a simple, user-friendly platform. With OneSuite, you can track your leads, manage projects, collaborate with clients, send invoices, and sign contracts digitally—all in one place. The client portal keeps communication seamless, while features like invoice duplication, Stripe payment integration, and automated workflows help streamline operations. Whether you're working solo or managing a growing business, OneSuite helps you stay efficient, professional, and focused on growth. Get started with OneSuite and simplify your workflow today!

The only tool you need for your business. Everything from finding clients to getting money in the bank - Marketing, Outreach and Sales, Project Management and Invoicing! Popups, forms and deals pipelines, as well as outreach, lead generation, and enrichment - all you need to hit your sales quota! Time Tracker, bug tracking, task tracking, kanban board, productivity analytics, and performance reviews will help you to ace your new project. Automate your business processes with Invoicing, integrations with payment processors and crypto processors. Payroll, analytics, accounting, and payroll.

SmartVault makes it easy to digitize your documents and move to a totally paperless workflow. Scan files directly to the right folders and reduce hard-copy document clutter. SmartVault gives you a central document cloud storage solution for all your internal and client documents. From now on, you’ll be able to quickly find the file you need, when you need it, and share it securely with the right people.

Tango consolidates all crucial elements of project management into a single accessible URL that you can share with your client. This unified link encompasses the proposal, the contract, communication logs, and change request management, along with invoicing and payment processing. By streamlining tedious account management tasks, Tango saves you an hour each day. You can set a goal for your AI-Form, which will dynamically generate questions to collect valuable information, enhancing your clarity on projects. The ready-to-sign proposal is fully customizable, allowing you to define the scope, terms, payment schedules, and contract details all in one place. With configurable payment terms that are automatically enforced, you can collect payments more efficiently, which boosts your cash flow. Designed to seamlessly integrate into the workflows of creative freelancers and agencies of various sizes, Tango is now utilized by a diverse range of businesses, including those focused on web design, branding, and digital marketing. Its versatility ensures that users can optimize their project operations effectively, making it an invaluable tool in today's fast-paced environment.

Directorpoint stands out as a premier solution for board management, enhancing communication, optimizing administrative tasks, and enriching the overall experience of board meetings. Offering robust security and scalability, it empowers organizations to efficiently manage board-related information while supplying directors with essential tools for overseeing memberships, committees, meetings, surveys, attendance tracking, and RSVP management. Additionally, Directorpoint allows users to effortlessly retrieve files and meeting documents, make annotations, edit content privately, and publish finalized materials at their convenience. This combination of features not only facilitates smoother operations but also promotes better engagement among board members.

Enhance the efficiency of your board meeting preparations with Directors Desk, a platform that facilitates the compilation of board books, document storage, and distribution, as well as the execution of votes, surveys, and discussions. With its centralized approach, Directors Desk software streamlines the sharing of essential information through a web interface or board meeting application, ultimately boosting the productivity of meetings regardless of location. Tailored for corporate secretaries and administrators, this tool aids in the effective distribution of board materials and management of meetings. Administrators benefit from the ability to control user access, maintain an audit trail, and utilize a centralized document repository. Accessible via PC, tablet, or smartphone, Directors Desk allows users to log in to their accounts to view and download up-to-date board materials, add annotations, respond to votes and surveys, and engage with fellow board members directly within the platform, thereby fostering more interactive and collaborative discussions. This comprehensive approach to board management not only saves time but also ensures that all members are well-informed and actively participating in the decision-making processes.

Ikno intranet ensures that all employees remain connected, fostering better communication, information sharing, and engagement among team members. Not only is ikno user-friendly and cost-effective, but it also streamlines internal communications while simultaneously nurturing your corporate culture. A workforce that is more engaged and informed tends to be more productive, safer, and ultimately more profitable, all while delivering superior customer service. Investing in ikno is essential for companies that prioritize transparency and exceptional employee communication. We partner with diverse sectors including insurance agencies, banks, professional service firms, manufacturers, non-profits, and associations. By enhancing employee interaction and making information more accessible, ikno saves valuable time that would otherwise be spent searching for data. It also boosts transparency, uplifts morale, and fosters a strong company culture. With its mobile, flexible, and reliable features, ikno eliminates complex file trees and share drives, significantly cutting down on email clutter. Embrace ikno to transform your internal communications and empower your workforce.

Clinked is a cloud-based white label client portal that allows teams to share files and manage projects. Clinked's key features include search tool integrations, file sharing, task managing, task management and collaboration tools. Clinked can also be accessed via Android and iOS mobile apps.

StarAgent serves as a comprehensive management software for talent agencies, equipped with advanced tools designed to streamline the oversight of creative talents, models, clients, and projects. Managing talent information can be a daunting task when it's scattered across various Excel sheets, folders, and hard drives, leaving you unsure of where to start or how to gain a complete view of ongoing tasks for new or existing projects. However, StarAgent transforms this experience; it provides a unified dashboard that consolidates all necessary operations of your agency into one platform. With features including talent management, scheduling, project oversight, task coordination, team communication, and billing, everything is accessible through a user-friendly interface. This centralized solution ensures that all pertinent information regarding your talents and models is readily available, allowing you to efficiently find the right talent for your projects without the hassle. Additionally, you can quickly create model packages for clients, enhancing your workflow with automation at each stage of the project, ultimately leading to increased productivity and better management of your agency's resources.

Gathering electronic files from clients can be quite challenging due to varying software preferences and the chaotic nature of email, which often lacks security. Implementing a customized upload page with simple drag-and-drop capabilities can streamline the process of collecting and organizing files. This allows you to focus more on critical tasks while alleviating concerns about logistics and security. You can effortlessly gather digital documents, images, and videos from clients, regardless of their software, ensuring all submissions are safely stored in your cloud under the respective client's name. This eliminates the frustration of misplaced files and the hassle of lengthy searches. File Request Pro seamlessly integrates with platforms like OneDrive, SharePoint, Google Drive, and Google Docs, making it easy to set up in just five minutes. You can efficiently organize essential documents such as personal information, bank statements, and other financial records directly in your cloud storage. Enhancing the customer experience allows you to devote more time to your primary business activities, particularly in lending and mortgage services. This way, you can concentrate on closing deals rather than getting bogged down by paperwork, quickly collecting and organizing vital documents like bank statements, identification, and pay slips to streamline your workflow further. Additionally, a user-friendly submission process can significantly improve client satisfaction and foster stronger professional relationships.

AgencyBuzz is an all-in-one automated marketing platform designed for agencies, encompassing email, print, voice, and SMS communications. It enhances your closing percentages and boosts client loyalty by ensuring your agency remains visible to both prospects and existing clients through regular, personalized outreach. Elevate your closing ratios, client retention, and referral rates with the power of automated marketing. Say goodbye to the anxiety of missing sales opportunities! With AgencyBuzz, you can maintain a constant presence in front of your ideal prospects via diverse marketing channels. Enhance your closing ratios by consistently being available to guide leads through the journey to becoming clients. Automate your outreach strategies and campaigns to communicate effectively with clients regarding critical upcoming renewals or payments. Additionally, regularly share valuable information and educational resources to reinforce your worth and build trust with your clientele. By establishing numerous communication touchpoints, you can effectively encourage referrals and garner positive reviews from your most satisfied clients, thus further enhancing your agency’s reputation and reach.

Impress your clients with a swift and visual approach that eliminates endless email exchanges. Streamline the sharing of ideas, files, and feedback through a user-friendly client portal designed to reduce frustration. Are you tired of the inefficiencies that come from toggling between emails, online documents, notepads, and various applications? Creative thoughts and discussions often get lost in the chaos, but your innovative ideas lose their impact if they are not visible to your clients. Important discussions, documents, and concepts can become buried under overwhelming email threads and disorganized shared folders. Using incompatible tools can be a drain on your productivity, deplete your enthusiasm, and stall project progress. Why deal with that? Consolidate deliverables and feedback in one straightforward view. In contrast to email and other tools, Oroson presents feedback and documents side-by-side for efficient collaboration. This saves you valuable hours that would otherwise be spent hunting for responses, allowing you to focus more on delivering exceptional work. Your clients also find it challenging to stay organized, and Oroson alleviates this by removing the need for them to adopt new procedures or learn complicated tools, making the entire process seamless and efficient.

Begin accepting electronic payments today to streamline your recordkeeping processes. Automate your payment plans and quickly issue invoices that clients can pay online! The registration process is straightforward, and there are no monthly charges involved. Communicate effortlessly with your clients by sending text messages with images directly through Prima.Law, ensuring your personal number remains private! With PrimaPay, you can issue invoices for online payments, accept payments in your office, or establish autopay options for payment plans—all without a monthly fee! Additionally, Prima.Law now features a calendar that helps you manage deadlines, reminders, and appointments effectively. The platform also offers role-based permissions, allowing you to control access to sensitive billing information in your cases. With the Chrome Extension, immigration attorneys can easily connect with government agency websites to gather valuable client information. Enhance your firm's efficiency by managing invoicing, collections, and payments seamlessly within the Prima.Law ecosystem, ensuring a comprehensive solution for your practice. This integration not only simplifies financial management but also promotes better communication and organization.

Invoice Quickly is a user-friendly software designed for invoicing, estimating, and expense tracking, streamlining your business operations. By minimizing the time spent on tedious manual tasks, you can focus more on what you truly enjoy. Automate your billing processes with Invoice Quickly to reclaim valuable hours, allowing you to dedicate more attention to your passions. Gain valuable insights into your business's performance with the powerful analytical tools offered by Invoice Quickly, which can help you enhance and expand your operations. Facilitate quicker payments from your clients by accepting credit card transactions, ensuring you receive your funds without delay. Save yourself from the hassle of manually creating invoices, estimates, and reports, as Invoice Quickly simplifies these tasks significantly. Effortlessly generate professional invoices and estimates that will impress your clients, while also enabling you to track your team's time, manage projects, and collaborate seamlessly. By using Invoice Quickly, you can redirect your focus to serving your clients instead of getting bogged down in invoicing tasks, ultimately fostering better client relationships and growth for your business. The software not only enhances efficiency but also empowers you to elevate the quality of your services.

ProSonata enhances and streamlines your project management, time tracking, and billing processes, including offers and invoices, leading to improved productivity. Our clientele ranges from agencies in communication, design, web, PR, events, and exhibition stand construction to marketing teams in corporations and banks, as well as consultants, engineers, trainers, and freelancers. Additionally, service providers for Deutsche Bahn and various trading companies value our flexible software. With a plethora of thoughtfully designed features that avoid unnecessary complexity, ProSonata is both swift and user-friendly. As a web-based application, it is compatible with Mac, PC, and tablets, ensuring accessibility for all users. Our deep understanding of our customers enables us to provide prompt and effective assistance. Since its inception in 2011, ProSonata has been passionately developed, hosted, and supported in Germany. The software complies with DSGVO regulations and meets GoBD requirements, allowing you to work with confidence. By choosing ProSonata, you invest in a solution that not only meets your management needs but also adheres to strict data protection standards.

Aderant Drive offers law firms and their clients a secure platform for collaboration and information exchange through data-rich client portals. By utilizing the firm’s current technology alongside the security features of the Office 365 ecosystem, Drive simplifies the complexities involved in developing and maintaining law firm extranets, ultimately enhancing client service through improved transparency, responsiveness, and overall value. This innovative solution not only streamlines communication but also fosters a more interactive relationship between firms and their clients.

Baseqore is a CRM designed specifically for freelancers, facilitating the management of client work from the initial proposal stage through to payment completion. Users can create proposals and contracts with electronic signatures, oversee client relationships and projects, monitor tasks and time, and transform billable hours into invoices that clients can conveniently pay online. The platform supports various payment methods, including credit cards, Apple Pay, Google Pay through Stripe, along with PayPal, Revolut Pay, Wise, and Mollie. Users can also offer clients a personalized portal on their own domain, allowing for easy access to updates, documents, and invoices. Additional features encompass estimates, expense tracking, a calendar, team collaboration, and data export capabilities. The target audience includes freelancers, studios, and small agencies in fields such as web design, development, copywriting, photography, interior design, and marketing. Plans are structured as follows: • Free: Limited to 3 clients, 3 projects, and 1 user, this plan includes essential features like invoicing, estimates, proposals, contracts (with e-signature), a calendar, time tracking, a client portal, and a custom domain, with no credit card required to start. • Pro/Ultra: These plans offer increased limits and user seats, catering to the needs of expanding teams. As a hosted SaaS solution, Baseqore ensures security through HTTPS, and it never retains credit card information, with strong customer authentication and 3-D Secure managed by payment providers. You can begin using the service for free and choose to upgrade whenever necessary, making it an adaptable option for freelancers looking to streamline their work processes.

Clustdoc is a leading client onboarding and verification software that helps SMB and Corporate Teams streamline and systemize the way you work with new clients. With Clustdoc you’ll be able to automate the onboarding process and handle new client required documents, files, contracts and overall information as part of their customer or admin onboarding procedures. / as part of their initial onboarding checklist / client intake process.

Sonny9 is an innovative AI-driven front office solution tailored for professional services firms, aimed at optimizing the management of client onboarding, document collection, and communications. This platform automates the collection of client data, ensures thorough document validation, and engages in real-time follow-up inquiries, thereby facilitating prompt information delivery from clients. With seamless integration into major tools like QuickBooks, Sage, and Google Drive, Sonny9 allows firms to eliminate tedious tasks, enhance data management, and concentrate on more impactful projects. Furthermore, it empowers firms to efficiently handle client interactions by automating monthly data intake and providing immediate responses to any questions regarding documents. In addition to these features, the platform conducts initial analyses, creates reports, and updates the firm's central records, ultimately increasing team efficiency and conserving valuable time. By streamlining the document processing speed and enhancing communication channels, Sonny9 effectively alleviates client anxiety while boosting overall workforce productivity, making it an essential tool for modern firms. This powerful solution not only saves time but also fosters a more organized workflow, resulting in a better service experience for clients.

Elevate your customer interaction experience with Omnidesk, a seamless service designed for efficient client support and communication across multiple channels. Clients reach out through their preferred methods, while employees enjoy their work, fostering a positive environment. Integrate every communication channel to ensure customers can easily connect with you in the way they find most convenient. Establish rules and templates that streamline routine tasks, allowing for quicker response times. Handle inquiries effectively and leave customers impressed with the high quality of service they receive. Monitor and assess the performance metrics of individual employees and departments within your organization. Omnidesk is already the go-to choice for a variety of industries, including delivery services, travel agencies, software developers, educational initiatives, payment providers, and many more, demonstrating its versatility and effectiveness. With Omnidesk, not only will you optimize customer support, but you'll also cultivate a more engaged workforce.

Effectively organize, oversee, and monitor various projects for teams, departments, or the whole organization. Enhance communication among team members. Reduce the duration of project cycles. Elevate the quality of project outputs. Preserve and utilize accumulated knowledge effectively. Generate status updates and other reports for numerous projects. Compare estimated versus actual time for projects and team participants. Provide a virtual meeting space for discussions. Establish a library for posting and reviewing project deliverables. Send task email notifications with links to detailed task information. N-Able Project Solutions offer project management software applications designed to empower teams or departments to effortlessly schedule projects, exchange information, track assignments, brainstorm ideas, and address challenges that emerge throughout the project lifecycle. Each application includes a customized project portal that facilitates team activities and guides an organization toward adopting knowledge management practices while also fostering collaboration and innovation.

It is a complete invoicing solution for freelancers and small businesses. It simplifies billing with features like: Multi-Workspace management: Manage multiple organizations with a single account. Scale without limits: Unlimited invoices, service items, and customers. Custom SMTP integration: Send invoices using your own email domain to create a branded experience. White-Label options: Customize the platform so that it reflects your brand. Integrate Stripe & PayPal to offer clients convenient online payment options. Team Collaboration: Invite your team to streamline workflows. Classified Billing makes invoicing easy and professional. You can spend more time on growth. Our platform is designed to make financial tasks easier for businesses and increase client trust.

Hiveage is #1 rated and a favorite of over 65,000 business owners. Get paid faster and enjoy invoicing. Software that invoicing software that recognizes the importance cash flow for small businesses. Hiveage makes financial management easy for entrepreneurs. You can serve your customers better by keeping them updated with invoices, payment receipts and account statements. Your employees can track and bill their work, grant clients and projects access, and securely share financial information within your team. Hiveage was built from the ground up to make it easy for busy freelancers, small business owners, and agencies to manage their finances. No complicated accounting features are included here. Just the right tools are available to bill clients and keep track your future and current revenue.

Beam serves as a comprehensive platform for construction and financial management, aimed at assisting contractors in overseeing sales, finances, compliance, and operational tasks all within one system. By integrating various tools such as spreadsheets, emails, shared drives, and accounting solutions, it streamlines workflows and enhances efficiency. Key features of Beam encompass estimating and proposal creation, invoicing alongside online payment options, management of change orders, bill payments, card and expense tracking, as well as daily logs and task management, complemented by a cash management account. The platform also utilizes job costing to boost project profitability, automates lien waiver collection through lien waiver management, and provides compliance monitoring for insurance and licensing requirements. Furthermore, the client portal enhances communication with clients by allowing the delivery of professional estimates, invoices, and change orders. In addition, the Beam Visa Card streamlines receipt capture, improves financial liquidity, and offers a 1% cash back incentive. Seamlessly integrating with QuickBooks Online, Beam ensures efficient bookkeeping while providing contractors with the tools necessary to manage their projects effectively. With these robust features, Beam stands out as a vital asset for contractors looking to simplify their operations and enhance their financial management.

EolePreview is the collaborative preview and annotation function for video projects: image capture for annotation down to the timecode, live chat between producer and customer, and PDF report.