Alternatives to Ohana360

Act! Advantage, a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform, is the culmination of nearly four decades of feedback. Every feature is designed to reflect how today’s SMBs run their businesses and helps them stay organized, attract new customers, and turn relationships into results. Act! Advantage includes the largest injection of new functionality in Act’s history, broadening its footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.

Software for Job Management. You can manage every aspect of your business, from quote to invoice. Track and manage your business and equipment easily. You can access your business and equipment from anywhere, any time, on any device. JGID - Just Get it Done! It has all the features you need to get rid of many add-ons and integrations. Trusted and proven by professionals around the world. Say goodbye to late-night work headaches. Ideal for job management with additional features!

Houzz Pro is a leading construction management software for residential contractors and designers. Get a solution that covers the entire customer lifecycle. This includes marketing, CRM and other features such as estimates, takeoffs 3D floor plans project management, selections online invoicing, payments, QuickBooks integration and a client's portal. Start a free trial to see why Houzz Pro is trusted by thousands of Pros to grow and manage their business. Plans start at $149/month for all sizes of business.

Tall Emu understands that business owners and managers struggle to stay organized, keep track of all the happenings with customers, follow-up leads, know the status of projects, and what staff have done. That's why Tall Emu CRM software was created. It is an affordable alternative to expensive ERP. The best in class inventory management features of an expensive ERP system. This software also empowers your sales team to quickly quote at lightning speed and close more sales. If you want to keep track of your leads and nurture them into customers, managing your sales pipeline is essential. It is simple to use and powerful. Our online quote generator makes it easy to create professional quotes. You can add images, videos, links, and groups to your quote. Send it to customers via email or SMS so they can view it online. A map allows you to view customers, leads and projects. Visualize your sales territory and find the best opportunities immediately. Filter opportunities based upon your location and your schedule.

1CRM is a highly customizable All-in-One CRM built for comprehensive management of small-to-medium businesses. Its core strength is the integration of order management (quotes, invoices, product catalog, purchase orders, inventory tracking and more), customer service and project management within a unified CRM framework.

You can replace your scattered cloud applications, legacy tools, or paper-based processes by one operating system that will serve your entire business. Zoho One is a single integrated platform that can transform your business' disparate activities to make it more connected and agile. You can increase productivity, improve customer experience, and more. Collect leads, close deals quickly, create invoices and quotes, sign contracts digitally, and track every metric. Close deals, manage projects and contracts, track and bill expenses and time, and stay on budget and on schedule. Create segments, send targeted surveys and campaigns at the right time, and track your performance with executive dashboards.

Avaro One serves as a comprehensive CRM and PSA solution tailored for firms in sales, delivery, and professional services, seamlessly merging these functions into a cohesive platform. The system comprises six distinct modules that address various aspects of the client lifecycle: the Sales module streamlines pipeline management, lead scoring, and quotation processes; the Marketing module facilitates campaign management and audience segmentation; the Delivery module is responsible for overseeing project execution and resource allocation; the Finance module efficiently handles invoicing and expense tracking; the People & Development module fosters employee performance reviews and career advancement; while the Platform module ensures robust security measures, regulatory compliance, and system integrations. As sales opportunities progress, they transition into delivery projects, with tracked hours automatically relayed to the finance module for accurate invoicing. Additionally, Avaro One boasts features such as eight customizable service model templates, document tracking capabilities for quotes and contracts, a personalized client portal for real-time updates and invoice access, tools designed for GDPR compliance, support for multiple currencies, and enhanced security through two-factor authentication and role-based access controls. With its intuitive interface and comprehensive features, Avaro One empowers organizations to enhance their operational efficiency and client engagement effectively.

Are you frustrated with quoting software that fails to evolve alongside your business? Clarity Software is here to help you work more efficiently. From the very first day, you can expect consistency, transparency, and assurance of profits. With automatic invoice generation from the confirmed quotes sent to your customers, you can trust that each invoice is accurate and professionally branded thanks to our customizable templates. Eliminate the hassle of following up on payments, as you can create intricate quotes in mere seconds and monitor progress until the job is completed. No more guessing—gain access to real-time pricing through comprehensive price lists. These lists allow you to categorize products from various suppliers as well as those that you manufacture in-house. Effectively manage your bill of materials and evaluate your cost versus profit margins. Keep track of all customer interactions seamlessly, from initial leads to finalized sales. Dive into your data to uncover insights on your successes and areas for improvement, ensuring you stay competitive in the market. With Clarity Software, you can streamline your operations and focus on driving growth.

Flowlu is your ultimate destination for comprehensive business management. Offering a complete suite of tools for project organization, task delegation, financial tracking, and team collaboration, Flowlu empowers you with complete visibility into your company's operations. Streamlining your business processes, Flowlu serves as a centralized hub where you can efficiently manage all aspects of your operations in one convenient location.

Robust software for accounting and business management is here to streamline your operations. It allows you to manage invoices, expenses, payroll, inventory, multi-currency transactions, and detailed job tracking seamlessly. The AccountRight software for PCs ensures that you stay organized and in control of your finances. You can easily notify the ATO and assist in preparing monthly declarations with minimal effort. Stay informed with automatic updates on exchange rates, perform manual comparisons, and effortlessly connect with foreign bank accounts. Keep track of your time and financial expenditures, assessing how they align with your budgets and profit goals. With advanced and user-friendly inventory management capabilities, you can proactively identify your top-selling items and those that may not be performing well. The software also enables you to create and send customized, professional invoices and quotes directly from any device. Automated reminders for invoices can be set up, and you can track their status to see when they have been viewed and paid. Customers can view all outstanding invoices in one convenient location, and payments can be processed through various methods, including AMEX, Visa, Mastercard, and BPAY. Cash flow updates occur immediately upon receipt of payment, ensuring you always have a clear picture of your financial situation. Additionally, the software's intuitive design makes it easy for users at all levels to navigate and utilize its comprehensive features effectively.

SBMsys is a comprehensive cloud-based platform tailored for small to medium enterprises, integrating essential functions such as CRM, accounting, invoicing, quotations, payments, expenses, inventory management, supplier oversight, project tracking, service management, customer relations, document handling, and business analytics into a single secure interface. This robust system enables businesses to efficiently handle leads and clients, generate quotations and invoices, manage payments and expenses, oversee inventory levels across various warehouses, coordinate purchase orders and supplier relationships, delegate service tasks, and evaluate performance using real-time dashboards and detailed financial reports. Furthermore, SBMsys is designed to accommodate both Arabic and English languages, support multiple currencies, implement role-based access controls, allow for customizable workflows, provide secure cloud connectivity, and utilize AI-driven business tools. It proves to be an ideal solution for service-oriented companies, contractors, retailers, trading enterprises, accounting agencies, and other expanding organizations. With its user-friendly interface and extensive features, SBMsys empowers businesses to streamline their operations and enhance overall efficiency.

LBS Suite is a powerful Translation Management System (TMS), which helps translation companies and departments automate project management, workflows, and accounting. This tool offers a high level of customization and automation. The main module of LBS Suite allows you to: Manage invoices, quotes, and projects. - Keep a clear overview over team performance. - Manage language assets, create folders and save files on your server automatically - Create custom widgets that include key figures for reporting – Calculate quotes using CAT-tool analysis – Automate supplier assignment using predefined rules Additional modules: – Microsoft Outlook module initiates actions within LBS Suite from an e-mail, saves all email attachments, and downloads them automatically. - CAT tools integrations - SDL, memoQ and Memsource. - Quality module evaluates suppliers' quality, manages clients feedback, launches automated web surveys, and reports on KPI. - Clients/Suppliers portals

Stop managing an overwhelming array of over 20 separate tools for your hotel, restaurant, spa, or venue. This innovative platform consolidates all your products, services, bookings, forms, contracts, memberships, and transactions into one cohesive and flexible system. As a result, your operations become more straightforward for staff, smoother for customers, and more intelligent for your business. Enhance your competitive advantage with robust features designed to streamline your workflow: Real-Time Data Engine: Maintain alignment across your entire operation. Bookings, schedules, and customer information are updated instantly within the platform, guaranteeing your team always has access to the most accurate data. Configurable Guest Journeys: Tailor every interaction to reflect your brand identity, from customized booking processes to individualized confirmations. The platform is designed to adapt seamlessly to your operational style. Role-Based Control: Establish defined permission levels to restrict staff access to only what is necessary. This approach minimizes errors, enhances security, and simplifies the training process for new employees. With these powerful tools at your disposal, you can elevate your establishment to new heights of efficiency and customer satisfaction.

Streamline your scheduling by consolidating multiple calendars and diaries into your Bookmemate schedule, which will become an invaluable asset for your business. Manage and save your appointments efficiently, and generate invoices instantly upon completion of each appointment. You can compile lists of frequently performed tasks and assign a price to each, simplifying the quoting and invoicing process significantly. All customer information is securely stored in one convenient location, making it accessible from your computer or any mobile device while you’re out and about. Simply assign tasks to a new job, and just like that, your quote is ready for you. Additionally, you have the ability to upload before and after photos, providing your customers with a clear view of the work completed. Generate invoices in a matter of seconds once bookings are finalized, and synchronize with your bank account to monitor payments and receive alerts for upcoming dues. With this system, you’ll gain valuable insights into what aspects of your business are thriving and where improvements may be needed. This revolutionary tool will transform your perspective on managing your business operations. By using Bookmemate, you'll experience a newfound efficiency that can elevate your overall productivity.

Run your business seamlessly from any location, with no software installation required, as it is compatible with any smartphone or computer. All your appointments are consolidated in a single calendar, along with features for patient notes, invoicing, SMS reminders, tailored assessment forms, patient histories, and much more. You can handle quoting, invoicing, and team management, while also sending SMS reminders. Provide clear instructions to your team and receive feedback directly from the field. Monitor opportunities and proposals effectively. Keep your project documents and meeting notes organized, and take charge of your invoices with ease. Topbin is designed to accommodate businesses of all sizes! If your services include invoicing customers, then Topbin is the perfect solution for you to streamline your operations and enhance productivity. With its comprehensive features, Topbin ensures that managing your business is straightforward and efficient.

Powered Now is the UK’s best-selling business management software for trade businesses. You can invoice and quote anywhere you are, create forms & certificates, track your expenses, schedule your diary, chat with your team, and send fully customisable documents like job sheets, quotes, and invoices. All data is stored on your device (iOS, Android and Mac) and syncs between them. It also works offline.

BiznessBook is a comprehensive business management solution designed to streamline everyday operations and enhance profitability for various enterprises. This platform integrates multiple functionalities such as sales tracking, inventory oversight, point of sale (POS) systems, expense management, credit sales supervision, profit assessment, invoice creation, management of multiple branches, and extensive business reporting, all accessible through a user-friendly mobile and web application. Each transaction seamlessly updates inventory levels, records earnings, and produces real-time analytics, providing business owners with thorough insights into their operations. Additionally, features like role-based access for staff, offline capabilities, daily summary emails, support for multiple languages and currencies, as well as secure cloud synchronization, empower you to oversee your business from any location. No matter if you manage a retail outlet, supermarket, pharmacy, restaurant, beauty salon, hardware store, or wholesale operation, BiznessBook consolidates various tools and systems into a single powerful platform, resulting in significant time savings, fewer mistakes, and enhanced cash flow management. Ultimately, this solution eliminates the need for traditional notebooks and spreadsheets, making business management more efficient and effective.

Chalmsy offers AI-driven business management software tailored for small service-oriented enterprises such as florists, event coordinators, venues, interior designers, consultancies, and various trades. The platform streamlines the process from initial inquiry to finalized payment, allowing users to describe a job in simple terms while Chalmsy automatically generates a customized, branded proposal using the user's own materials, labor rates, and multipliers. Clients can conveniently review, comment, and accept proposals online, transforming accepted work into a project, followed by invoicing and bookkeeping entries, ensuring that no information is redundantly entered across different tools. The software encompasses features like quoting and estimating, proposal revisions and change orders, online approvals, deposit management, payment schedules, automated follow-ups for quotes, a client relationship management system, project oversight, invoicing capabilities, receipt capture, ledger management, profit-and-loss analysis, and integration with QuickBooks. Additionally, it seamlessly connects with Gmail, Google Calendar, and Google Drive with just one click, enhancing overall efficiency. Notably, all documents reflect your brand identity rather than Chalmsy's, with pricing structured per business rather than per user, starting at just $15 a month, making it accessible for small businesses. This comprehensive solution empowers entrepreneurs to manage their operations effectively without the hassle of multiple software platforms.

Begin your journey with our comprehensive platform that combines scheduling, record-keeping, certifications, reminders, and job management all in one. Your administrative team will find it effortless to schedule new jobs during phone calls, while you can monitor your engineers' locations and assign tasks to the appropriate team members efficiently, ultimately minimizing travel times and maximizing productive tool usage. Say goodbye to the hassle of tracking down engineers for missing job sheets, certificates, and records, as our system provides a professional and efficient experience without causing delays for your customers. Whether you're online or offline, you can easily capture signatures using your smartphone or tablet, making it convenient for your engineers to generate professional records, estimates, quotes, and invoices. This intuitive, robust, and adaptable job management platform simplifies your operations significantly. Additionally, when you require assistance, you can connect with a real person via phone, in-app chat, or email, ensuring that our knowledgeable support team is always ready to contribute to your business's success. Access our services through a web portal or dedicated iOS and Android apps, available for both online and offline use, allowing you to manage your tasks seamlessly no matter where you are.

Expand your reach by selling products globally from any location. Effortlessly manage your quotes, sales orders, and invoices while supporting multiple languages and currencies. Automatically apply specific client conditions and discounts, and keep your customers informed at every stage of the transaction process, whether it's new, rejected, or accepted. Utilize intuitive reports and automated reminders to stay on top of your worldwide sales activities. Create, send, and track delivery orders seamlessly, and convert them to invoices with a single click. If you need to invoice customers later, easily combine multiple delivery orders into one invoice in just one click! Keep an eye on your purchase orders, including their status, stock levels, and payments, while managing suppliers with ease. Oversee various storage locations, transfer stock between warehouses, and track stock movements in real time. Get alerts before your stock runs low, giving you complete control over your inventory and ensuring you never miss a sale opportunity! Your global sales journey begins here, empowering you to connect with customers like never before.

Introducing Watson, an intuitive and collaborative online business management solution. Experience our innovative tool designed to streamline your company’s operations with a user-friendly and integrated management software. Initially developed to satisfy the requirements of our Sherlockode Web Agency, Watson App has evolved into a comprehensive software solution accessible to businesses of all sizes, featuring pricing that caters specifically to SMEs. This all-in-one business management software combines various essential tools to ensure your service-oriented SME receives the attention it deserves. Watson serves as your customized management assistant, efficiently organizing all necessary elements for your daily operations: including Commercial Management Software for CRM, quotes, purchase orders, invoices, and follow-ups, as well as Project Management Software that facilitates task creation, assignment, backlog management, deadline tracking, file centralization, and profitability monitoring. Additionally, it encompasses Accounting Management Software that effectively tracks both revenue and expenses, ensuring a seamless integration of all your business needs. Whether you are managing a small team or a growing enterprise, Watson is designed to simplify your workflows and enhance productivity.

strAIke is an innovative platform designed for the digital age, seamlessly integrating all aspects of your business—clients, pipeline management, invoicing, content creation, and project organization—into a single cohesive digital ecosystem. This ensures that your workflow remains uninterrupted by the need to juggle multiple tools. Rather than simply adding AI as an afterthought, strAIke incorporates it directly into each workflow, eliminating the hassle of connecting various applications like a CRM, invoicing system, content scheduler, project tracker, and communication platform, all of which operate under one intelligent AI framework that truly understands your business dynamics. When a deal is finalized, related tasks such as invoicing and follow-ups are automatically synchronized, enhancing efficiency. What sets strAIke apart is its Custom Operations feature, allowing users to articulate their business processes in straightforward language, enabling the AI to create tailored modules—such as schemas, fields, dynamic tables, and status indicators—around those descriptions. This ensures that the platform adapts to your unique operations instead of forcing you to conform to a pre-defined structure. Designed specifically for digital enterprises, freelancers, agencies, and consultants, strAIke is the brainchild of a solo founder and is currently in early access, emphasizing transparency and authenticity over superficial metrics. With strAIke, users can expect a streamlined, intuitive approach to digital business management.

Open Source ERP and CRM for business. One web suite to manage all aspects of your business. * Only enable the features you need : No matter what your needs are (customer relationship or sales, human resource, logistic, stock and invoicing, accounting, manufacturing marketing, foundation management, surveys, ), you can set up the application to meet your needs. * No more double entries in your Information System: Integration between features and modules is available "in-the box". Even without customization, users are ready to go immediately. * Upgrade at any moment : New versions can be upgraded by design. You can upgrade to the latest version at any time, regardless of your current version. This allows you to keep all your data intact. Users always benefit from the latest features, innovations. * An extensible and customizable application: This market place allows anyone to centralize hundreds of add-ons to improve the app.

Motorica.io serves as a comprehensive business management solution tailored for freelancers and small enterprises operating in Germany. This software encompasses a wide array of functionalities, including the generation of quotes, invoices, and e-invoices (XRechnung and ZUGFeRD), along with CRM tools, receipt and document management, bank reconciliation, job scheduling, and employee oversight, as well as VAT workflows and income-surplus accounting, all integrated into a single digital platform. Additionally, the MIRA AI assistant aids users in comprehending and organizing their documents and data effectively. Supporting a total of 12 languages, Motorica.io is accessible via web browsers, as a progressive web app, and on Android devices, ensuring that users can manage their businesses seamlessly from various platforms. This versatility makes it an invaluable tool for those seeking to streamline their operations and enhance productivity.

Place your confidence in the top-rated agency software available today. Our platform allows you to fine-tune your specific workflows thanks to its extensive functionality, adaptable customization, and unparalleled usability. Streamline your operations by merging creative tasks for your clients with organized processes for your team members. You can begin with the essential features and enhance your agency software later by adding tailored modules that suit your needs. We dedicate the necessary time to ensure the flawless integration of our software for you, as this investment will yield great returns. Our expertise in the industry is always at your disposal to help refine your agency's processes. Additionally, our consultants are committed to providing personalized support, ensuring that your needs and interests are prioritized at all times. This level of dedication sets us apart as a partner you can truly rely on.

Streamline your operations and enhance your company's efficiency with a French management tool designed to be both effective and user-friendly. If your team comprises fewer than 30 employees, MyClic serves as the ideal solution for small businesses like SMEs, VSEs, and start-ups aiming to optimize their marketing management and boost performance. This management platform simplifies your daily tasks, enhances organizational structure, and consolidates all crucial information such as contacts, clients, prospects, quotes, invoices, ongoing projects, agenda, revenue, and profitability. The main goal is to provide a comprehensive overview of your business while keeping track of current assignments. By utilizing MyClic, you can concentrate more on your primary business functions. Additionally, the tool significantly improves customer relationship management by centralizing all relevant files and data related to client interactions. With just a glance, you can easily assess planned activities and monitor the status of ongoing deals and contracts, making it an indispensable asset for any growing business.

Oversee your entire sales process seamlessly with Sellsy, an all-in-one online customer relationship management (CRM) and sales management platform. Sellsy empowers sales teams of any size and sector to efficiently handle and monitor leads, generate quotes and invoices, and connect with customers effortlessly. Its modular design caters to the unique requirements of each team, offering a range of tools including business management, CRM/opportunity management, subscription management, point of sale, website blogging and e-commerce features, as well as tools for managing purchases, margins, and expenses. With its comprehensive functionality, Sellsy ensures that teams can streamline their operations and enhance customer engagement effectively.

MeMate is a comprehensive, all-in-one business management platform built for Australian businesses to simplify everyday operations. It combines quoting, invoicing, job tracking, time management, team scheduling, CRM, client approvals, internal messaging, and real-time financial analytics into one easy-to-use system. Whether managing staff schedules, sending quotes, tracking job progress, or chasing payments, MeMate keeps everything organized and efficient. The platform enables users to track leads, assign work, log billable hours, and accelerate payment collection without juggling multiple tools. Fully mobile-ready and cloud-based, MeMate ensures you can manage your business on the go with reliable access anywhere. Supported by genuine Aussie customer service, the platform offers personalized onboarding, including data migration and setup, at no upfront cost. There are no hidden fees, making it a transparent and affordable solution. MeMate is designed to streamline workflows and help Australian businesses grow with confidence.

Zevonix Business Suite serves as a comprehensive cloud-based platform tailored for small to medium-sized enterprises. This solution merges a variety of essential functions including CRM, accounting, invoicing, inventory oversight, project management, help desk services, field operations, purchasing, human resources, reporting, and customer relationship management into a unified, secure application. By utilizing this platform, businesses can do away with numerous disparate software subscriptions, streamline their daily processes, enhance teamwork, and achieve real-time insights throughout their organization. It offers seamless integrations with popular tools such as Microsoft 365, QuickBooks Online, Shopify, Stripe, Slack, Microsoft Teams, WooCommerce, Shippo, Brevo, Zapier, and webhooks, which facilitate smoother workflows. Each client is provided with a dedicated cloud environment to ensure maximum security, efficiency, and dependability. You can start with a complimentary 7-day trial, making it easier than ever to optimize your business operations using a single, integrated solution. With Zevonix, you can not only simplify your tasks but also drive growth and success in your endeavors.

Software for managing small businesses. WorkWell manages job tracking, invoicing and reminders, maps, and much more. The WorkWell Command Center runs on your computer and offers a complete suite of tools to help you manage your growing business. The WorkWell Field Service smartPhone app provides all the information you need while on site at customer sites for you and your technicians. You are the owner of a small business and must keep track of everything. All details must be taken into consideration, including pricing, appointments, customer expectations, and schedules. It is not easy to retain customers or find new business. WorkWell makes it easy to manage your business like a pro and saves you time. Get your business to the next level! Schedule appointments, jobs, and employees. Keep track of all communications with customers Send Invoices and Quotes. Job mapping and worker GPS tracking. You can find out more here

Helm serves as a comprehensive operating system designed specifically for small business merchants. By integrating websites, booking systems, store orders, customer records, invoicing, follow-ups, and daily operations into a single dashboard, it streamlines various business functions. This platform enables service-oriented merchants to launch customer-friendly websites, manage bookings and inquiries, maintain customer histories, handle invoices and documents, facilitate store and order processes, and prioritize daily tasks—all from one cohesive workspace. Tailored for businesses that are owner-operated or manager-run, Helm seeks to reduce the reliance on multiple disconnected tools without requiring a shift to a marketplace-centric approach. Ultimately, Helm empowers small business owners to enhance their operational efficiency and focus on delivering exceptional customer service.

Full Scope Freelancer equips small business owners and independent contractors with an extensive suite of tools designed to help them create, oversee, and promote their offerings effectively. Unlike competitors that impose escalating tiered pricing for additional features, Full Scope simplifies the experience by providing all its tools at a single, straightforward price. This allows you to scale your online business with ease and affordability, utilizing resources such as websites, funnels, social media management, email marketing, blogs, invoicing, contracts, customer relationship management (CRM), online stores, order forms, surveys, reputation management, affiliate management, courses, community building, contact management, and much more. Additionally, with a generous 14-day free trial, you can experience firsthand the immense capabilities of this software tailored for your business needs! You'll be empowered to make informed decisions about how to grow your enterprise effectively.

Experience an all-in-one Document Management Software that empowers you to Capture, Centralize, Manage, and Safeguard all your physical documents, digital files, and emails. Whether you are at the office or on the go, access your information effortlessly through any Web Browser or utilize our mobile applications. With features like intelligent data capture, advanced search, secure file sharing, automated workflows, digital signatures, version control, web forms, audit trails, and two-factor authentication, Docsvault helps teams ensure information is safe, compliant, and always within reach. From law firms and government agencies to manufacturing, finance, and HR, Docsvault empowers users with compliance-ready tools, role-based access, and seamless collaboration. Whether it’s managing contracts, processing invoices, onboarding employees, organizing production files, or archival records, Docsvault makes complex document tasks into a simple, unified workflow - giving businesses peace of mind. Docsvault facilitates seamless document management, sharing, and collaboration for businesses of all sizes. Streamline your document workflows and maintain organization as your business expands!

Studioworks is a specialized business management software designed for creative studios, aimed at enhancing essential operations such as client management, invoicing, and payment processing. The platform allows users to efficiently organize client contact details, monitor financial information, keep confidential notes, and generate invoice templates, making administrative tasks more seamless and user-friendly. With its aesthetically pleasing invoicing interface, Studioworks enables you to bill clients based on hourly, daily, weekly, monthly, or quarterly rates, as well as utilize flat rates or itemized pricing, while also allowing the application of discounts or credits, tax collection, and the sending of online invoices for direct payments from clients. Additionally, it supports a wide range of payment options, including ACH transfers, credit cards, wire transfers, checks, and third-party services like PayPal, Zelle, Cash App, and Venmo, and it accommodates international currencies without imposing any additional transaction fees beyond standard processing costs. Furthermore, users have the flexibility to personalize their Studio Hub by incorporating their logo, selecting unlimited colors, and choosing from a variety of curated fonts, allowing for a tailored experience that reflects their unique brand identity. Ultimately, Studioworks combines functionality and design to empower creative professionals in managing their businesses more effectively.

Provide your clients with an exceptional experience from the very beginning to the end of your services. Easily generate professional invoices and receive payments promptly through platforms like Stripe, Square, PayPal, Cash App, Venmo, or Zelle. You can also offer flexible payment plans and manage contract signing all from a single payment page. Leverage Bloom's groundbreaking task-tracking system to keep track of each project's next steps on one centralized dashboard, allowing you to create multiple workflows to suit your expanding business needs. Safeguard your interests by utilizing legally binding contract signatures, enabling you to send contracts with a single click or attach them to invoices and instant booking packages. Showcase your completed work in exquisite galleries with comprehensive options for layout, proofing, client feedback, download permissions, and activity tracking. Experience the simplest method to book clients with customizable package options, add-ons, scheduling, contract signing, and payment collection—all through a shareable link or an embedded option on your website. Bloom sets a new benchmark for service professionals, and you have the opportunity to upgrade to the complete suite of tools whenever you feel prepared to enhance your business capabilities. With each feature designed for efficiency, you will find that managing client relationships becomes seamless and rewarding.

Raviga offers a comprehensive booking and business management solution tailored for entertainers, musicians, bands, DJs, magicians, and event suppliers in the UK. This all-in-one platform streamlines the entire client experience, facilitating everything from initial inquiries to final payments seamlessly. Users can create customized quotations, generate contracts that can be signed online, issue professional invoices inclusive of VAT, and monitor deposits and payments effortlessly. The system automates essential communications through emails for confirmations, reminders, and receipts, eliminating the need for manual follow-up tasks. Key features encompass management of clients and venues, event tracking capabilities, a reusable service catalogue, team collaboration options with role-specific permissions, and real-time notifications to keep everyone informed. Its fully mobile-responsive design ensures that users can manage their operations efficiently even while on the move between gigs. A free plan is available for users managing up to five events, while a premium option starts at just £15 per month, with no setup fees or binding contracts, making it accessible for all types of entertainers. Overall, Raviga simplifies the business management aspect of the entertainment industry, allowing professionals to focus on what they do best—entertaining.

WorkDash is an online platform designed for business management, allowing entrepreneurs to oversee all aspects of their operations, including marketing, workforce management, and invoicing. Users can utilize the full suite of features or select specific tools that cater to their business requirements. This flexibility makes it an ideal solution for various types of organizations, regardless of their size or industry.

OfficeBooks is an intuitive web-based application designed specifically for the needs of distributors and manufacturers. Whether your business maintains an inventory or operates differently, OfficeBooks streamlines the processes of purchasing, sales, and work order creation, allowing you to focus on growing your enterprise. Our primary goal is to empower clients to manage their daily tasks efficiently and effectively. For your customers, the two critical performance metrics are Quality and On-Time Delivery (OTD), and a robust inventory control solution like OfficeBooks can significantly reduce the chances of delays in shipments. Let OfficeBooks manage everything from generating quotes to processing credit card transactions, so you can concentrate on your core responsibilities – expanding your business. With the burden of routine tasks lifted, you’ll have the freedom to engage with clients, participate in networking opportunities, or brainstorm innovative marketing strategies, knowing that the operational side is in capable hands. Embrace the potential of OfficeBooks and transform your approach to business management.

Osmos is an innovative sales quoting software designed to fully automate your quoting process. With this tool, you can effortlessly generate, dispatch, and track quotes and estimates throughout your workday! By streamlining the quote creation process, Osmos not only saves you valuable time but also minimizes your workload. It centralizes all sales quotes, ensuring easy access for both you and your sales team in just minutes. Whether you're at home, in a café, traveling, or at the office, Osmos guarantees that the flow of quotes remains uninterrupted. You can craft, send, and assess quotes from any device, regardless of your location. Additionally, Osmos provides real-time sales insights and forecasts through customizable dashboards. You can monitor quotes, track your sales team, manage leads, oversee sales activities, and produce reports to support informed decision-making for the future. Experience complete autonomy and adaptability in designing your own quotes, all accomplished in a few minutes with our intuitive drag-and-drop interface. This makes the quoting process not only efficient but also highly personalized to meet your specific business needs.

Markate is the leading choice for residential and commercial service professionals, small business owners, field technicians needing an easy-to-use business management solution. Start, manage, and help grow your entire business with one intuitive app. We power service businesses to create a unique experience for customers and employees with CRM, field service management, sales and marketing automation tools. Markate connector and add-on options provide business productivity solutions for photo and video project documentation, bookkeeping, employees access, online bookings, lead contact forms, branded customer portals, a virtual phone number, a customizable proposal kit, Ask for Review (via email or text), virtual video estimates, and residential consumer-friendly financing, multiple payment processing options as well as integrations with Google Contacts, and Google Calendar.

Handl is a financial operations platform tailored specifically for freelancers and small agencies consisting of 1 to 10 members. This AI-native solution merges quoting, invoicing, payment collection, and project scope management within a unified workspace, effectively removing the hassle of using multiple separate tools. Noteworthy features include: Professional quotes and invoices that come with convenient one-click payment options Automated reminders for payments sent both prior to and following invoice due dates Real-time tracking of scope changes to avert billing controversies AI-driven follow-up messages that preserve a professional yet personable tone A comprehensive dashboard that provides insights into unpaid invoices, payment statuses, and overall cash flow Crafted by an agency founder with over 20 years in client services, Handl specifically targets the operational challenges that disproportionately occupy time in small service enterprises, particularly focusing on the delicate balance of collecting payments while nurturing client relationships. This innovative platform not only streamlines financial processes but also enhances overall efficiency for small businesses.

Introducing a customizable FileMaker template designed to serve as a foundational tool for your unique application. This versatile software solution excels in organizing your contacts, managing projects, processing job orders, generating estimates, handling project discrepancies, and overseeing leads, proposals, contracts, products, warehouses, income, expenses, payments, documents, as well as tasks and events through an integrated calendar and timesheet feature. It represents a smart approach to efficient business management! The application is particularly suited for enhancing business process management, allowing you to prepare sets of activities (whether events or tasks) and easily assign them to specific contacts, projects, or sales leads. The project management module enables you to define projects, outline tasks and roles, monitor project activities, allocate tasks to individuals or teams, generate purchase orders and estimates, swiftly create invoices, and keep tabs on project-related expenses. Additionally, you can efficiently track your leads and prospects, generate quotes or proposals promptly, and dispatch them to clients with ease. Once a lead is successfully converted, you can seamlessly create a project with a single click and continue to monitor its progress as needed.

Comprehensive appointment scheduling and POS software designed to streamline your entire business operations. This all-in-one platform allows you to handle everything from appointment management and marketing to point of sale transactions and invoicing. You can easily schedule appointments, facilitate online bookings, and simplify your tasks with features like recurring bookings and waitlist management. The online point of sale system is compatible with iPads, Macs, and PCs, and seamlessly connects with the latest hardware to facilitate smooth sales transactions. You can accept credit card payments directly at the point of sale or integrate with Stripe for convenient online payments. Generate professional online invoices incorporating your business branding, which can be printed or emailed to clients. Additionally, you can engage your customers through SMS promotions and minimize no-shows by sending text reminders. Monitor your inventory levels effectively to ensure optimal usage and efficiency. With integrated email marketing tools, you can design impactful campaigns to enhance your business visibility. BetterHQ scheduling software empowers you to efficiently manage all aspects of appointments, online bookings, and marketing strategies, ensuring your business runs smoothly. Overall, this software offers a robust solution to elevate your business management experience.

CoManage serves as a comprehensive online business management solution, consolidating all customer information, enabling the creation of polished invoices, allowing for the tracking of quote requests, and facilitating project management in one platform. This innovative tool emerged from our own struggles as entrepreneurs who found that no single application could adequately handle our company’s administrative needs. Designed specifically for those in the entrepreneurial space, CoManage resonates with users because we truly understand the unique challenges they face. With the ability to generate digital quotes swiftly, users can access their customers' information instantly through the integrated CRM, making the entire process efficient and user-friendly. Additionally, retrieving pricing details for products or services is just as seamless, ensuring that entrepreneurs can focus more on growing their businesses rather than getting bogged down by administrative tasks. Ultimately, CoManage is more than just software; it's a solution crafted from real-world experience to empower fellow entrepreneurs.

Mewayz serves as a comprehensive business platform designed to consolidate the plethora of tools that creators and small enterprises typically manage. With a single account, users can access a link-in-bio page, e-commerce functionality, a digital business card (VCard), scheduling tools, email marketing capabilities, online courses, customer relationship management (CRM), invoicing, and over 180 modules tailored for approximately 27 industry sectors, including restaurants, salons, gyms, schools, hotels, and non-profits, among others. This unified system ensures that all traffic, customers, and data remain centralized within one dashboard, eliminating the chaos of multiple applications. Users can begin at no cost and without the need for a credit card, allowing them to activate the necessary tools as their business expands. Ultimately, Mewayz simplifies the management of various business functions, streamlining operations for optimal efficiency.