Alternatives to Clientjoy

Shape Software's purpose-built sales and marketing automation software empowers you to manage all aspects of your business from one platform. The cloud-based software from Shape offers many tools to help you manage and automate your online marketing, promotions via text, email and digital marketing ads, capture leads from online sources, nurture prospects and customers and project manage your day. You can also offer customers a secure portal to streamline your intake processes, systematically score leads with ShapeIQ, and run detailed custom reporting. Start growing your revenue with Shape's flexible suite of services today.

Smartsheet is a recognized leader in work management and collaboration solutions designed to transform team discussions into productive outcomes. This platform empowers organizations by providing them with a robust toolkit that fosters innovation, attracts new clients, and drives revenue growth. With its intuitive spreadsheet-like design, Smartsheet includes features like file sharing, Gantt charts, automated workflows, user-friendly portals, and dynamic dashboards, among numerous other capabilities, making it an essential resource for effective project management. Ultimately, Smartsheet not only streamlines processes but also enhances overall team performance and collaboration.

Scoro is work management software specifically designed for service businesses that have grown weary of dealing with disjointed systems, unpredictable workloads, and shrinking profit margins. With its powerful features and intuitive interface, Scoro streamlines and optimizes the entire workflow of agencies, consultancies and other professional service businesses, providing them with a unified platform to manage all aspects of their operations. By consolidating essential functions such as project management, time tracking, collaboration, invoicing, and reporting, Scoro eliminates the hassle of switching between different tools and brings coherence to the work process. It enables businesses to gain better control over their projects, allocate resources efficiently, and monitor progress in real-time. Scoro's data-driven insights and analytics empower businesses to make informed decisions, identify areas for improvement, and drive overall growth and profitability.

Ravetree is an all-in-one platform built specifically for client service businesses that need advanced project management, budgeting, and billing—far beyond generic tools. Forecast project budgets, track actual spend, and get instant insights into fees, costs, and profitability with powerful visualizations and reports. This clarity helps you make informed decisions and keep projects financially on track. Ravetree’s robust time tracking and billing features offer unmatched flexibility. Create time logs in one click, assign them to projects or clients, and manage approvals with custom workflows. Set up client-specific rate cards with start and end dates for billing accuracy and consistency. Assign multiple team members to the same task—each with their own bill rate, work role, and time estimate—so you accurately reflect every specialist’s unique contribution and cost. Generate invoices directly from approved time logs and expenses, with seamless QuickBooks integration for efficient financial management. Benefit from advanced resource planning, real-time project visibility, and customizable dashboards—eliminating the need for spreadsheets and disconnected tools. With unlimited file storage, secure client portals, and real-time collaboration, Ravetree keeps your team and clients connected and informed throughout every project. Whether you manage creative, digital, or consulting projects, Ravetree is the ideal solution for businesses that need a platform that truly supports their needs and drives client satisfaction.

Productive is a business management tool used by agencies and professional service providers. Productive’s main objective is to provide customers with an all-in-one AI platform that helps your best people do their best work: AI handles the repetitive parts, while you focus on delivery. Put manual work on autopilot: the built-in AI Assistant and autonomous Agents work across sales, projects, time tracking, and resourcing, while an AI notetaker captures and turns your meetings into actionable tasks. Track profitability and manage budgets for fixed price and hourly projects, and handle billing for recurring or one-time work. Get smart resource planning suggestions and business insights from AI, just by asking. Connect Productive to MCP-supported services in your stack to pull everything into one workspace.

Worksuite is a smart, user-friendly freelancer management platform. We make it easy for small and large companies to onboard, manage cross-border payments to all your freelancers across the globe with just a few clicks. Take care of compliance, reporting, and project management in a fraction of the time. From small start-ups to the world's biggest organizations, Worksuite is a complete solution providing powerful features and flexibility for every stage of business growth. Worksuite fuels the contingent workforce of agencies, publishers & enterprises like Disney, Microsoft, and Vox. If you manage thousands of freelancers, it will transform your operations.

HoneyBook makes it easy for independent business owners to communicate with customers and clients, manage projects, and get paid—all in one place. With the help from our 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. With their proposals, invoices, contracts, payments, and scheduling at your fingertips, HoneyBook gives you everything you need to give clients an unforgettable experience.

Folk is a CRM designed to serve your needs seamlessly, offering a lightweight, customizable experience enhanced by AI technology. With folk's mail merge capabilities, you can effortlessly send personalized bulk emails directly from your domain, eliminating the tedious task of copying and pasting. The introduction of folkX allows you to assemble your CRM swiftly and effectively, simplifying the process of gathering contacts for diverse purposes such as prospecting, hiring, and fundraising. Additionally, folk boasts over 4000 integrations, enabling you to create powerful automations with popular tools like Typeform, Webflow, Calendly, and Slack, among others. By using folk, you can enhance your interactions by making notes anytime and anywhere, ensuring that no detail slips your mind. This thoughtful approach not only streamlines your workflow but also helps you maintain strong relationships with your contacts over time.

Miro helps you keep your team's minds in sync. Miro is a virtual whiteboard and remote collaboration tool that helps cross-functional teams collaborate more effectively to create great things. Miro isn't a video conferencing tool, and Miro doesn't try to be. Miro's goal is to provide a platform for teams who work most effectively across areas, geographies, timezones to get more out of their ideas when they can't all be in the office together at the same time. It includes over 200 pre-made templates to capture and visualize ideas, collaboration tools like comments, chat screen sharing and video chat and integrations with popular business tools. Miro AI is your team's ultimate boost, empowering you to unleash your creativity and productivity like never before. We are your launchpad to the future, providing the assistance you need to bring your next big idea to life. Let Miro AI help you unlock the full potential of your team's innovation and collaboration capabilities.

Some of the largest agencies and advertisers in the world are leveraging SCOPE to enhance the management, pricing, and tracking of their scopes of work and budgets effectively. By centralizing all scopes of work, teams have the ability to view, collaborate on, and approve deliverables, tactics, and budgets from any location. This creates a unified and readily accessible source of truth for all stakeholders involved. Utilizing a single tool for scope management ensures that every team member has a consistent overview of the work being executed and the progress achieved. SCOPE stands out as the sole scoping platform that links agencies and advertisers across various markets. It is uniquely designed for real-time collaboration across different teams, disciplines, markets, and agencies, fostering a cooperative culture aimed at achieving success. From individual offices to a vast, interconnected network of agencies and advertisers, SCOPE provides each group with a singular point of visibility where scopes can be collaboratively worked on, monitored, and assessed. When everyone communicates using the same framework, informed decisions can be made more efficiently. This level of transparency not only builds trust but also paves the way for thorough analysis and continuous improvement in processes.

Clientlex is a customizable software solution designed for agencies and digital service providers, consolidating various functions such as service sales, client onboarding, project management, communication, billing, and reporting into a single platform. This tool empowers agencies to establish their own branded storefronts, facilitate payment processing, execute intake and approval workflows, oversee client projects and document management, interact through a collaborative portal, keep track of billing and subscriptions, and assess business performance. Its primary aim is to eliminate the chaos of using multiple disjointed tools by providing an all-in-one client management system that enables agencies to efficiently market their services, deliver projects, and nurture client relationships, all while maintaining their unique brand identity. By streamlining these processes, Clientlex enhances operational efficiency and fosters stronger connections with clients.

All-in-one creative collaboration platform. Workamajig is an integrated workflow management system for all sizes of advertising agencies. You can manage scheduling, budgeting, as well as every other aspect of project administration. Workamajig's responsive website design works seamlessly on any device, including your smartphone, tablet, and computer. It's as simple as that. Collaborate with clients, vendors, and your team. No communication is missed with our approval process. You can organize project details, schedules, calendars, and any other information into one simple-to-use dashboard. To submit new requests, project requestors can access the client portal. All requests are automatically routed to the appropriate approvals. Requests can be rerouted to request clarification or additional information. Once approval is granted, a project is ready to go. Find out which member has the right skill set to help you with your project. Each member of the team updates their tasks, which dynamically updates both the project schedules and budgets.

For project tracking, you can no longer rely on paper timesheets, post it timelines, or Excel spreadsheets. FunctionFox is a powerful project management and time-tracking tool that can help businesses increase their productivity and efficiency. FunctionFox is designed for creative professionals, agencies and in-house creative teams. It offers powerful, intuitive tools to track projects from conception to completion. This allows for a reduction in admin time and simplifies workflows.

Enhance collaboration with your team effortlessly. Are you interested in experiencing WeKowork? Explore the beta version for free at app.wekowork.com, where you can utilize a variety of features designed to simplify project management. The task management tool offered by WeKowork is fully customizable to fit your project's needs. Share updates on your project's progress with colleagues, friends, or clients, and transition into Koworkers by using the first comprehensive project management tool that encompasses all essential features for an effective PMO. Collaboratively establish your project's objectives, define individual roles, and outline key milestones to gain a comprehensive view of your work and track the status of each task. Project management applications can significantly streamline your planning efforts. Develop your project through our user-friendly application, which guides you through important steps, allowing you to create thematic action lists, assign tasks to team members, and set crucial dates, deadlines, and risk assessments to ensure success. With WeKowork, managing your projects has never been easier, paving the way for enhanced teamwork and productivity.

Mosaic, an AI-powered resource management and workforce management solution, increases productivity and profitability. It integrates with most financial and project management software to automatically collect data and show who is doing what and when. The software allows teams to accurately forecast and bill, manage their capacity effectively, and plan their workloads. Mosaic helps organizations get rid of clunky spreadsheets. It gives them the real big picture. Get started today with a 30-day free trial.

DRIVING RESOURCE, SCHEDULING, AND TIME TRACKING FOR SOME WORLD'S MOST SMART COMPANIES. Hub Planner combines transparent Resource Scheduling and Timesheets with Vacation Management, Resource Requesting and Project Management. It is a simple, intuitive, and smartly designed software that makes planning easy. Hub Planner gives you the best view of your resource management team and resources. Hub Planner's interactive drag-and-drop Scheduler allows you to quickly view the availability and utilization of resources and to schedule your team for projects. Timesheets can empower your team. You can gain valuable insight into your team's performance by comparing the actual time reported via Timesheets to the forecasted time via resource scheduler. You can download, share, and view real-time analytics for all your projects and resources. The dashboard makes resource management easy by allowing you to monitor real-time resource and project performance. Capacity Planning Schedule by Custom Fields Pipeline Planning Resource Allocation Project, Budget, Billing Management Assign Tasks & Categories Request & Approval Workflows Timesheets, Tracking & Approval Dashboard Report Builder & Templates Audit Log, UAM 30 Day Trial

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.

When communication, files, and project assets are dispersed across various platforms, it often results in missing information, a lack of clarity, and challenges in project management. Conversely, consolidating work in a single location establishes one definitive source of truth, ensuring that all communication, tasks, and documents are accessible to everyone involved. This cohesion leads to smoother project execution! You can initiate a project for any purpose—be it internal meetings, marketing initiatives, client engagements, or even office celebrations. Once you set up the project, you can bring in the appropriate individuals and tools to ensure efficiency. With complete visibility for your project team, nothing falls through the cracks, resulting in seamless project progression! While many project management solutions treat client involvement as an afterthought, Project.co prioritizes client collaboration as a key element for success. Incorporate essential tools like discussions, tasks, files, payments, time tracking, and notes into each project. Furthermore, you can integrate other tools that you already use, creating a comprehensive workspace where everyone can stay informed and engaged. This holistic approach not only enhances productivity but also fosters stronger relationships with clients.

Understand your clientele and expand your enterprise with Insightly. This robust and user-friendly customer relationship management platform caters to small and medium-sized businesses, empowering teams to boost sales, cultivate connections, and complete projects punctually. It features seamless integrations with popular applications like Gmail, Office 365, and MailChimp. Additionally, Insightly provides essential tools that assist organizations in overseeing contacts during the sales process, managing customer relations, and keeping an eye on their sales pipeline, among various other functionalities. By leveraging Insightly, businesses can enhance their operational efficiency while improving customer satisfaction.

Adobe Workfront is a leading enterprise work management solution designed to help marketing teams plan, coordinate, and execute projects at scale. Serving as a marketing system of record, it centralizes tasks, resources, timelines, and reporting into a single, structured environment. Teams can move planning activities out of silos and into shared modules that link strategy directly to execution workflows. Interactive views such as calendars, timelines, and dashboards provide role-specific visibility and actionable insights. Automation capabilities streamline approvals, task routing, and repetitive processes to improve operational efficiency. Workfront supports agencies and in-house teams alike, enabling seamless cross-functional collaboration across complex ecosystems. Built-in review and approval tools ensure brand compliance and creative alignment. Deep integrations with Adobe Experience Manager, Creative Cloud, Frame.io, and GenStudio enhance the content supply chain. Recognized by industry analysts and customers, Workfront drives measurable improvements in project velocity and output. By unifying planning and execution, Adobe Workfront empowers enterprises to deliver campaigns faster and with greater precision.

CRM, finance, workforce management software and many other areas. You can manage every aspect of your company. Select the modules that you need to save time and money. Staffing simplified Our founders have over 20 years experience in the staffing industry. They built and rebuilt an internal platform to help their team work smarter and not harder during that time. One day, a competitor saw the platform our founders had built. She stated that every company in the industry was trying to solve the same problems as their internal platform. She suggested that everyone should have access to their platform. Senegal Software was founded in 2016. The result is a modular platform that allows you to run your business from anywhere on any device. Our software today helps clients save time, money, and increase productivity. We don't stop there. Our team continues to work with clients to find new ways for automating and simplifying staffing.

Never let the opportunity to close a deal or follow up with a client slip away again. Growing businesses often face similar challenges, such as losing leads, getting overwhelmed by emails, and forgetting essential follow-ups. The reassuring news? Funnel addresses all these issues effectively. Experience Funnel CRM at no cost for 14 days. This intuitive CRM software simplifies lead tracking, follow-up management, minimal data entry, and ultimately boosts sales. It's as straightforward as that. With our user-friendly form builder, you can easily create contact forms; just paste the provided code onto your website, and you're all set. Submissions from these forms generate deals that are organized in a sales funnel rather than cluttering an inbox. You’ll receive notifications when your messages have been read by clients. Impress your customers with polished, professional proposals, and enjoy support for multiple currencies. Funnel effortlessly constructs and maintains your contacts database using the information gathered from the contact forms, requiring no additional work from you. Plus, you can conveniently respond to your clients using your preferred email application or mobile device. This seamless integration makes managing customer relationships a breeze.

Birdview PSA provides professional service organizations with a single source for truth. This results in better visibility at all stages during the service delivery lifecycle. It allows data-driven decisions, collaboration, and increased synchronization at critical handoff points. Birdview PSA provides powerful project management functionality, resource optimization, project accounting, and a powerful set tools for optimizing and monitoring at both the portfolio and project levels. Services organizations can benefit from rich functionality without having to go through a lengthy onboarding process or compromising their budget. This is possible thanks to a more intuitive user interface, seamless integration with ERPs, CRMs, and thousands of other applications.

Kytes PSA can be integrated with ERP, CRM, HRMS, BI and any other third-party or home-grown application to provide the single source of truth. Kytes PSA is built on state-of-the-art-technology-stack, offers comprehensive and thoughtful functionalities, excellent user experience, secure & scalable & single tenant cloud hosting. Its highly configurable and that makes it easier to implement and response to the change requests becomes time and cost efficient. Overall Kytes PSA provides the best value to cost ration across global PSA offerings. Kytes PSA can be used to drive different project types, contract types (T&M, Fixed Price, Retainership, UFP and others), delivery methodologies like waterfall, agile, ticket based etc., Kytes PSA provides the best of both worlds, an out-of-the-box and yet tailor made solutions for customers looking to digitize and automate their complete business processes for customer projects, New Product Development (NPD) projects and Internal Initiatives projects.

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.

A transformative shift in how marketing teams and small advertising firms operate has emerged with Agency In A Box. This innovative solution is crafted by professionals in marketing and agency environments specifically for their peers in the industry. Whether managing intricate campaigns across various media platforms or handling a straightforward business card reprint, Agency In A Box streamlines processes, making them efficient and user-friendly. It empowers you to enhance your productivity while overseeing every aspect of your marketing efforts from a single location. Recognizing that business thrives on relationships is essential, and Agency In A Box serves as a helpful resource to foster these connections rather than supplant them. Crucially, it ensures that you retain direct connections with your media partners in your local market. Establishing strong partnerships and harnessing added value is vital for any business's success, and Agency In A Box places this capability firmly in your hands. As the landscape of media channels continues to expand, pinpointing target audiences becomes increasingly challenging, but this tool is designed to help navigate those complexities effectively. Ultimately, Agency In A Box not only simplifies marketing management but also enhances collaborative efforts that are fundamental to achieving business goals.

Simple Admation is a marketing approval workflow and project management platform built for marketing teams, creative agencies and regulated organisations in banking, insurance, health and retail — where compliance, version control and audit trails are non-negotiable. The platform manages the full creative production lifecycle from structured brief to final approved asset in one system, eliminating the email threads, shared drives and disconnected tools that create version confusion, approval delays and compliance failures. Marketing project management: structured brief templates capture all requirements before creative work begins. Task scheduling runs against live resource capacity, with campaign calendars, real-time dashboards and Gantt-style timelines giving managers full visibility across every active project. • Approval workflow: assets route through sequenced, multi-level approval pathways. Stakeholders annotate directly online — print, digital, video and HTML — with all feedback consolidated in one view. Automated reminders, batch approvals and forwarding tools reduce high-volume review cycle costs. • Online proofing: side-by-side revision comparison and consolidated feedback management give teams a single source of truth across every review cycle. • Compliance: tamper-proof audit trail records every review action and approval decision with timestamps and reviewer attribution. Mandatory checklists enforce compliance steps before sign-off. • Resource management: live resource planner, time tracking, skill-based scheduling and workload dashboards. Used by Bupa, Spotlight, NIB, RACV, HESTA, NIB, Hollard, Woolworths, Mondelez, Spotlight and Tourism Australia.

Taskeo aims to be the essential platform for service-based companies that are weary of juggling multiple applications for their operations. This all-in-one solution offers features such as project management, appointment scheduling, customer relationship management, time tracking, and billing. It serves as an invaluable resource for various service-oriented businesses like law firms, agencies, and consulting firms that require effective business and practice management support. By streamlining these essential tasks, Taskeo ultimately allows your organization to prioritize what truly matters: serving your clients and expanding your business. With just one account required to access all functionalities, Taskeo enables users to consolidate their tools and enhance productivity, making it an efficient choice for modern businesses. This integration not only saves time but also promotes a smoother workflow across different areas of service management.

Chase Software stands out as a leader in advertising management, offering a unique range of agency management solutions that equip agencies worldwide with advanced tools and industry best practices. From small startups to large enterprises, organizations rely on Chase to effectively oversee projects, track time, manage media purchases, issue bills, collect payments, and enhance their overall profitability. Teams can collaborate efficiently from remote locations using Chase's innovative tools, which ensure real-time management of jobs, media, documents, engagements, traffic, time, workflows, archiving, and costs with minimal input required and maximum efficiency achieved. The largest agencies globally trust Chase to handle their comprehensive operations seamlessly. Corporate departments benefit immensely from Chase’s capabilities, ensuring they optimize their advertising expenditures. In addition, numerous smaller agencies are on the rise, leveraging Chase’s essential features to establish themselves as prominent players in the industry. Through its exceptional software and dedicated support services, Chase Software not only provides cutting-edge tools but also shares invaluable expertise, empowering agencies to thrive in a competitive landscape. This commitment to excellence makes Chase a vital partner for organizations seeking growth and efficiency in their advertising efforts.

Crafted by industry experts, Deltek WorkBook serves as a comprehensive management solution tailored for agencies, offering effective strategies to foster growth. By simplifying the management of projects, personnel, and finances from start to finish, WorkBook enables you to concentrate on client needs while making informed decisions for the future, ensuring enhanced control, insights, and visibility whenever required. Additionally, by integrating Deltek ConceptShare, you can effortlessly incorporate online proofing into your project management processes without sacrificing essential features. Moreover, with the Deltek Power Launch implementation, you can rapidly adopt WorkBook’s tailored, role-specific configurations, further enhancing your agency’s management capabilities. This all-in-one best practice solution streamlines projects, resources, and finances, paving the way for your agency's growth. By refining project management and resource allocation, you can significantly elevate productivity and improve overall utilization rates. Embrace this innovative approach to agency management and witness the transformation in your operational efficiency.

Screendragon is an AI-powered marketing work management platform built for enterprise marketing teams and agencies. It brings projects, people, workflows, approvals, budgets, and performance together in one connected platform, helping teams move faster, stay in control, and improve ROI. Designed for complex marketing operations, Screendragon combines workflow automation, resource planning, online proofing, time and budget tracking, reporting, and forecasting in a system that can be configured to match the way each team works. With AI embedded across the platform, including AI Studio, organisations can design, deploy, and govern AI-driven workflows that reduce manual work and support better decision-making. Trusted by global brands and agencies, Screendragon helps teams scale delivery, improve visibility, and bring more structure to high-volume marketing and creative work. Known for their premium support services, users are able to keep campaigns and projects moving forward with confidence. Now, with the added layer of the AI Foundry, Screendragon offers customers AI expert support to ensure AI is being deployed effectively within their workflows. Screendragon is used and loved by global brands and agencies, such as Kellanova, BP, International Olympic Committee, Omnicom & McCann World Group, and many more.

Roadbase serves as an AI-powered planning platform that prioritizes quote creation for creative freelancers and agencies. By pasting a project brief or uploading a PDF, users can generate an editable initial draft that includes a project overview, phases, tasks, assigned roles, estimated hours, timelines, assumptions, and the rationale behind the estimates. Teams then have the opportunity to review and modify this draft, incorporating their own role costs, billable rates, overhead, direct expenses, contingency funds, and desired profit margins to formulate the final quote. The visual timeline feature ensures that all aspects such as tasks, timelines, roles, hours, and pricing are consolidated within the same project structure. Once the plan is finalized, users can export the reviewed work breakdown, roadmap, and cost summary into a proposal PDF. Following approval, they can transition the project into a user-friendly Kanban workspace, where tasks can be assigned, comments can be added, time can be tracked by both project and task, and actual hours can be compared against the initial estimates. Roadbase is specifically designed for businesses that provide creative services in sectors such as advertising, branding, design, video production, and web and app development, as well as related consulting endeavors. This comprehensive approach not only streamlines project management but also enhances collaboration among team members, ensuring a more efficient workflow.

Function Point is a project management software that can be used by creative agencies and marketing departments to streamline their business. All your projects, staff, time, estimates, invoices, and integration with Quickbooks can be managed in one cloud-based platform. Our solution helps agencies increase their productivity and profitability by streamlining their processes, simplifying collaboration, centralizing information, and delivering real-time data.

OpenProposal offers a comprehensive proposal solution designed to assist freelancers, agencies, and small enterprises in securing deals more efficiently. Users can design polished proposals effortlessly using a drag-and-drop interface, gather legally recognized e-signatures, and receive payments immediately through Stripe integration. The platform boasts features like customizable templates, live tracking, and detailed analytics. By consolidating separate tools for proposals, e-signatures, and invoicing into a single, user-friendly platform, OpenProposal streamlines the entire process for its users. This approach not only enhances productivity but also simplifies the workflow for managing business transactions.

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.

ReportGarden functions as a comprehensive software solution for marketing agencies aiming to enhance the efficiency of client and campaign oversight as well as reporting. This platform enables digital advertising agencies to effortlessly generate performance reports and invoices, oversee campaign budgets, conduct site evaluations, and a variety of additional tasks. In addition, ReportGarden offers features that allow users to send personalized project proposals, manage financial limits, and monitor all project deliverables effectively. It serves as an essential tool for agencies striving to optimize their workflow and improve client satisfaction.

Achieve greater success no matter where you are: PROAD serves as your digital memory! Streamline all your business operations through one comprehensive solution, allowing you to focus more on your core activities. It's important to note that our agency software is not limited to agencies alone; various sectors and organizations face similar hurdles in acquisition, planning, and project oversight. With a growing number of consulting and IT firms utilizing our tools, we have developed a strong understanding of this domain as well. As companies grow larger, their structures, organization, and management inevitably become more intricate. Drawing from 30 years of experience and a client base exceeding 1,000, we have the insights needed to identify effective solutions tailored to diverse needs. The primary consideration is the size of your company. Simply select the package that suits you and customize the specifics as needed for your unique requirements. Additionally, our flexible approach ensures that we can adapt to future changes in your business landscape.

SpecBot is an intelligent proposal generator designed specifically for freelancers and small agencies. By completing a brief intake form with details such as client name, project type, budget, timeline, and requirements, users can receive a fully crafted, professional proposal in just seconds. Each section of the proposal is completely customizable, allowing you to adjust the tone, pricing, and project scope prior to sharing. Instead of sending traditional PDF attachments, you can distribute proposals through a branded client link, and you'll receive notifications when clients open them. The free tier allows for up to 10 AI-generated proposals each month, while pro plans start at just $12 per month for 50 proposals, making it an affordable option for busy professionals. This flexibility ensures that you can tailor each proposal to meet your client’s unique needs.

e·silentpartner stands as a comprehensive SaaS platform tailored for Ad, Media, Marketing, Publishing, and Broadcast agencies, delivering a suite of integrated services that encapsulate accounting, project management, time entry, and billing functionalities. This robust system caters to the complexities of multi-company, multi-office, and multi-currency operations, making it a versatile choice for global agencies. Our platform is accessible in English, Spanish, and French, ensuring a broad reach and facilitating easy task access, time entry, and PTO requests through a user-friendly mobile application. Key features of e·silentpartner include seamless integration with Strata API, advanced traffic planning tools, dedicated portals for both vendors and clients, Time & Expense management, Project & Resource Management, Finance, Accounting, Reporting, PTO, CRM & BI which enhance transparency and streamline operation. This not only optimizes workflow efficiencies but also enhances data accuracy and decision-making capabilities. Recognized for its innovation and efficacy, e·silentpartner has garnered awards and critical acclaim, establishing it as a trusted leader in the agency management software arena.

Bonsai is an all-in-one business management solution for small businesses and self-employed professionals. One of the most commonly used functions is financial management. It covers everything business owners need to manage their finances efficiently and achieve profitability goals: invoicing & payments, accounting, taxes, and even banking. With an intuitive and user-friendly dashboard, it is easy to use. Using Bonsai, SMBs can easily track income and automatically categorize expenses to maximize write-offs. It enables small business owners to get paid faster by creating professional invoices in seconds with global payments and automatic reminders. In addition to financial management, Bonsai offers a complete client and project management solution. It includes contracts & e-signing, proposals, CRM, client forms, scheduling, time tracking, and many other features for running and growing a business successfully. Business owners can generate custom contracts and proposals from 1000+ templates in Bonsai’s library. All of Bonsai’s features are integrated and automated, making it an all-in-one business process management platform that saves time and money. Grow your business in no time while Bonsai takes care of the rest.

Connexify is a powerful tool that automates and simplifies the client onboarding process for agencies. With just a few clicks, users can connect to various platforms like Google Ads, Analytics, Meta, and Shopify, without any technical expertise required. Connexify allows businesses to create custom links, set permissions, and manage everything from one central dashboard. Whether you’re managing a small client base or scaling up, Connexify offers flexible pricing plans to meet the needs of agencies of all sizes, all while ensuring easy integration, fast client onboarding, and enhanced security.

heroBI serves as a comprehensive performance tracker, utilizing the logged hours of your team members to provide you with valuable insights. You can seamlessly integrate with your preferred time-tracking tool through our user-friendly integration feature. Organize your teams and clients based on various criteria such as department, location, or any other classification that suits your needs. Gain a complete overview of your agency's performance, highlighting both the highest-performing teams and the projects that may need attention. Analyze how your current performance stacks up against previous months, and access daily updates as well as monthly and yearly forecasts for the entire organization or specific teams. Evaluate crucial performance metrics like profit, revenue, and utilization across different teams, clients, offices, or any tailored category. Ensure all logged hours are accounted for and receive estimates on future hours expected from each team member. Additionally, monitor open invoices according to their due dates and identify which clients tend to settle their payments more promptly than others, offering valuable insights into your cash flow. This holistic approach enables agencies to make informed decisions and optimize their operations effectively.

Teamogy can cover all your company's needs. More time for core business. Increased cooperation Profitable increase Projects that are professionally managed. All in one! Your core business, creativity, projects, clients, should be your top priority. Even if one person works remotely, work together smoothly. All you need to do is use a web browser and an internet connection. Get a complete overview of your company's operations, on-demand and up to date, including job management, important documents and time tracking and management and financial results. Teamogy allows you to schedule tasks and time for your employees on specific clients. You can also track the time spent. You know what your people are doing right now and how effective they're being. It is used by many satisfied agencies all over the globe.

AgencyAnalytics provides a comprehensive reporting platform for digital agencies. AgencyAnalytics is trusted by more than 2000 marketing agencies. It allows teams and freelancers to monitor and report on their clients' marketing campaigns. This includes SEO and PPC, social and email marketing, review and call tracking, and more. The platform includes automated marketing reports, over 30 integrations, SEO tools and a fully customized, customizable dashboard for agencies.

Adspert supports e-commerce companies in maximizing their profit on Amazon, eBay, Walmart, Google and Bing by optimizing their PPC campaigns. Powerful PPC optimization tool powered by best ad-tech AI. Maximize your profit, not just sales!