Odoo
Odoo is an open-source, fully customizable and extensible software that includes hundreds of professionally designed business applications. Odoo's intuitive database can meet most business needs including CRM, Sales, Projects, Manufacturing, Inventory, Accounting, and Accounting. Odoo is a software solution that can be used to meet all company needs, regardless of size or budget.
Odoo's seamless design makes it easy for businesses to become more efficient and save time. Each module is interconnected to offer a seamless experience from one app to the next. Users can automate many tasks that would otherwise require manual inputs to multiple applications. Odoo enables teams to collaborate with each other from one platform, allowing them to keep all business functions in one place.
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NaviPlan
NaviPlan® is built upon the industry's most accurate calculation engine for financial planning, enabling firms to tailor their offerings to a wide range of clients, from those seeking simple goals-based assessments to those requiring intricate cash flow analyses. Whether addressing straightforward goals or crafting complex retirement income plans and estate strategies, NaviPlan provides financial advisors with the tools necessary to effectively assist any client who enters their office. It harnesses the power of precise calculations across countless scenarios, encompassing business planning, stock options, insurance advice, in-depth tax evaluation, estate planning, cash flow management, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning software from NaviPlan, built on this top-tier calculation engine, supplies advisors with an array of comprehensive tax tools, including projections for both federal and state taxes, ensuring they can meet the diverse needs of their clientele. This versatility allows financial professionals to enhance their service offerings significantly, making NaviPlan an indispensable resource in the financial advisory landscape.
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Clockify
Clockify by CAKE.com is a time tracker and timesheet app with a user-friendly interface, an easy onboarding process, and a carefully selected set of features that meet customer needs precisely.
What makes Clockify stand out is that its time tracking is rather intuitive, and all the data can be saved and then used for analysis with Clockify Reports.
Another key aspect of Clockify is financial management.
Users can mark their time entries as billable or non-billable. Then, they can easily issue invoices for the billable hours only — no manual calculations required. This also increases billing accuracy and enables more efficient budget management.
One of the main benefits of using Clockify is that you can easily manage your team’s schedule, time off, and workload.
You can implement PTO policies and have your team request time off through Clockify.
And, you can define shifts for your employees and projects/tasks they should focus on, all in a single tool. Once set up, you can view your team’s tasks on a timeline and analyze its capacity, making sure no one is underutilized or overwhelmed with tasks.
With reports, you can even see and analyze whether you’re spending too much time on certain tasks, and how to better allocate the time at hand. Insights like these are invaluable in defining future projects and task allocation on a daily basis.
Clockify integrates with over 100 apps, including popular options like Jira, Zapier, Gmail, and more. Clockify integrates with other CAKE.com apps, Pumble and Plaky, too.
Clockify is made by a company established way back in 2009.
You get 24/7 human customer support to Clockify users on all plans (including the free one).
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Harvest
Harvest makes it easy to track time, gain insights from past projects, and get paid for your work. A wide selection of visual reports keep projects running smoothly and your team supported.
Harvest is ideal for teams in client services businesses that need a way to track time and expenses to multiple projects. Turn your team's tracked time and expenses into invoices and collect payments quickly with integrated online payments. Help your team spend time wisely with Harvest.
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