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Nintex Promapp: Reviews, Testimonials and Expert Opinions

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How Nintex Promapp works - Nintex Promapp

Top 45 Nintex Promapp Alternatives

Sentry

Application monitoring platform to optimize the performance of the code.

4.64

Sentry Icon

Sentry

4.64
★★★★★
★★★★★
Application monitoring platform to optimize the performance of the code.

Sentry is an Application monitoring platform that helps developers diagnose, track, fix, and optimize the performance of their code enabling quicker shipping of their software. Sentry can be deployed across businesses of all sizes, and supports more than 30 coding languages, and integrates with most of the popular business tools. ...

Sentry features include stack traces, identification of performance bottlenecks, discovery of the trail of events leading to the error using breadcrumbs, and tracking of fixes with the respective versions.Sentry’s query builder tool Discover can be used for monitoring data in real-time.

The Enterprise version of Sentry includes cross-functional visibility enabling product support and more, scaling and high availability, and reliability.

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Sketch

Digital design toolkit that create, prototype, collaborate, and bring ideas to life with the design platform

4.59

Sketch Icon

Sketch

4.59
★★★★★
★★★★★
Digital design toolkit that create, prototype, collaborate, and bring ideas to life with the design platform

Sketch is a digital design toolkit that helps businesses create, test, and collaborate on ideas with team members using color variables, layouts, shared libraries, vector editing tools, plugins, and more. ...

It offers pixel-perfect icons and scalable vector graphics, to full user flows and interactive prototypes, allows users to build designs that scale, customize the workflow, and provide access using the shared workspace, empowering designers to share and collaborate on their designs and work better. It allows businesses to store designs in a cloud-based workspace and preview prototypes for user research and testing purposes. Contributors can also edit, inspect, and comment on designs or assets and browse documents and projects on a centralized platform.

Some of its features include tool sets, vector editing, code export, export presets, grids and guides, symbols, libraries, plug-Ins, instant preview and more. Sketch facilitates integration with various third-party applications such as Zeplin, Lokalise, Overlay, Flinto, Avocode, Abstract, and more.

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Sublime text

Sophisticated text editor for code, markup and prose.

4.59

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Sublime text

4.59
★★★★★
★★★★★
Sophisticated text editor for code, markup and prose.

Sublime Text is a sophisticated text editor for code, markup and prose. It is available for Mac, Windows and Linux with just one license and any operating system. It supports many programming languages and markup languages, and functions can be added by users with plugins, typically community-built and maintained under free-software licenses. ...

Sublime Text automatically generates a project-wide index of every class, method and function. It allows to interactively change many lines at once, supports split editing, rename variables with ease, and manipulate files faster, and seach the required with just a few keystrokes. It also has a powerful, Python API that allows plugins to augment built-in functionality and capture the full contents of the workspace, including modified and unsaved files.

Some of its features include Goto anything, multiple selections allowing users to interactively change many lines, Python API, syntax highlight, auto-indentation, file type recognition, package control, widescreen monitor with split editing support, built from custom components, providing for unmatched responsiveness, command palette, customizable with simple JSON files, and more.

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Citrix Platform

Everything you need for your application delivery infrastructure

3.99

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Citrix Platform

3.99
★★★★★
★★★★★
Everything you need for your application delivery infrastructure

Citrix Platform is an all-in-one workplace solution that supports hybrid work. The software helps boost employee productivity, by providing a unified, secure and simplified work experience on any channel, anywhere, anytime. ...

The software enables secured file sharing by providing simple processes coupled with enterprise grade security. The access to virtual desktops and Desktop as a Service helps in cases of complex workload management, where a high performance virtualization system ensures consistent access to apps and other information on any device or network.

The software makes content sharing easy and provides simple processes for creation of quick workflows. Securing applications and sensitive data is made easy by providing a centralised repository and access to apps and other content, and by providing simple and consistent security processes.

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Parsable

Modern digital tools for frontline workers enabling improved plant productivity, safety and quality

4.37

Parsable Icon

Parsable

4.37
★★★★★
★★★★★
Modern digital tools for frontline workers enabling improved plant productivity, safety and quality

Parsable is a Connected Worker platform that enables front-line workers with increased productivity, ensuring quality and safety. It is scalable, available as a mobile app and can be used across various industries. ...

The Parsable Connected Worker platform consists of Parsable Mobile App, Parsable Admin and Parsable Analytics tools. The Mobile app is provided with an intuitive user interface that enables collaboration with remote experts, in-app procedures and training materials, operational data with in-app prompts, and facility to connect to IoT enabled equipment for tasks that require it.

The Parsable Admin tool provides a web administration portal for digital forms, digital content that does not require authors to have coding skills, digitized work procedures and integrations with ERP, MES, CMMS and more. Parsable Analytics provides insights through dashboards and reports, enabling tracking of trends and opportunities across regions and with a facility to export the data to other business applications.

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Taskworld

Project Management Software Built for Teams

4.51

Taskworld Icon

Taskworld

4.51
★★★★★
★★★★★
Project Management Software Built for Teams

Taskworld is a Project Management Software that helps to manage projects, track tasks and collaborate with the team across multiple projects all from one tool. Its an online remote tracking tool ...

Its features include shared collaboration space, standardizing the team’s workflow, creating tasks and assigning them to the team members, subtask work, creating recurring tasks for routine work, task updates in multiple locations and more.

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MuleSoft Anypoint Platform

Integration Platform to Accelerate projects with a single marketplace for APIs

4.42

MuleSoft Anypoint Platform Icon

MuleSoft Anypoint Platform

4.42
★★★★★
★★★★★
Integration Platform to Accelerate projects with a single marketplace for APIs

MuleSoft Anypoint Platform is an integration platform that unlocks and integrates data from any system to deliver critical, time-sensitive projects — all with a single platform for APIs and integrations. ...

It delivers projects faster with access to hundreds of reusable connectors, integration templates, accelerators, and API designs for Salesforce, SAP, Oracle, Workday and more. It collaborates, tests, and provides feedback within the product, deploys easily to any cloud and on-premises with a single runtime, gains business insights with customizable dashboards and reports and sets up advanced protection policies to control access and defend critical APIs.

Some of its features are design and build APIs and integrations at lightning speed, deploy easily to any cloud and on-premises with a single runtime, gain real-time visibility and troubleshoot faster using one interface, protect the data from threats, and more.

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Time doctor

Employee time tracking productivity software

4.54

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Time doctor

4.54
★★★★★
★★★★★
Employee time tracking productivity software

Time Doctor is an employee time tracking tool that helps individuals and organizations be more productive without wasting time enabling teams to do their best work. This automatic time tracking helps to easily improve individual and overall performance. ...

It helps to improve team productivity by reducing time spent on distractions. Improves business processes by analyzing where time is being spent. Reduces wasted time and increases the production time and manages remote workers to maintain a high level of productivity.

Some of its features are time tracking and employee monitoring, online timesheets and payroll, productivity measuring and summary reports, distraction alerts, Website, app and chat monitoring, offline time tracking and more.

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Fyle

Intelligent expense management software

4.66

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Fyle

4.66
★★★★★
★★★★★
Intelligent expense management software

Fyle is an intelligent Expense management solution for managing project spends and provided with employee friendly controls that encourage compliance. The software can be used by CFO and Finance teams across industries such as Construction, Accounting Services, IT Services, Legal and Non-profits. The software is also available on mobile devices. ...

Fyle features include tools for managing Expenses, Card Expense reconciliations, Approvals - of various types ranging from pre-spend Travel approvals to Mobile approvals, Project-led approvals and more, Compliance management, Budget management - types, limits, controls and a Dashboard view, Payments - providing transaction status, Analytics - providing Insights and Reports and Dashboards with summary views and granular details when needed.

The Expenses feature enables receipt tracking and submission through popular applications such as Whatsapp, Clicking a picture and uploading from Phone, Gmail and more. The relevant data such as date of spend, amount, location and other information is extracted through intelligent OCR Technology. The details are automatically checked against business rules for compliance. The Reports and dashboards feature enables tracking and status of the expenses.

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Agiloft Contract Management Suite

Automates the workflows associated with initiating, executing, and monitoring contractual agreements

4.66

Agiloft Contract Management Suite Icon

Agiloft Contract Management Suite

4.66
★★★★★
★★★★★
Automates the workflows associated with initiating, executing, and monitoring contractual agreements

Agiloft Contract Management Suite is an adaptable and rapidly deployed enterprise software for Contract and Commerce Lifecycle Management. It helps to improve ROI and enhance customer relationships. ...

Agiloft automates the workflows by initiating, executing, and monitoring contractual agreements. Implementing a contract management system helps companies in purchase savings, enables more efficient sales cycles and drastically lowers compliance risk.

Agiloft's CLM comes with fully customizable functionality for buy and sell-side contract management including repository and templates, clause library, flexible approval workflows, built-in AI, security and compliance safeguards, automated notifications and seamless integration with existing systems.

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Help Scout

Simple Customer Service Software and Education

4.56

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Help Scout

4.56
★★★★★
★★★★★
Simple Customer Service Software and Education

Help Scout is a customer service software that empowers businesses with tools that serve people in the most human, helpful way. It helps to improve customer satisfaction. Help Scout provides an ...

Help Scout features include shared inbox to manage conversations at scale, providing instant answers to the customer, engaging people on the website, connect with customers over live chat, and many more.

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Freshservice

Intelligent, Right-Sized Service Management Solution for the Modern Enterprise

4.55

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Freshservice

4.55
★★★★★
★★★★★
Intelligent, Right-Sized Service Management Solution for the Modern Enterprise

Freshservice is a Service Management solution that acts as a force multiplier, helping businesses of all sizes achieve efficiency, effectiveness, and greater ROI. Freshservice achieves greater ...

Its features include track, prioritize, assign, and automate resolution processes to drive service desk efficiency, easily resolve tickets based on priorities, and automate escalation rules to communicate about SLA violations, improve productivity, prioritize, categorize, assign and close tickets, send for approvals, and notify agents and users automatically and many more.

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Freshteam

HR software for growing businesses

4.41

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Freshteam

4.41
★★★★★
★★★★★
HR software for growing businesses

Freshteam is the perfect HR software for growing businesses. Freshteam helps to attract, hire and onboard new hires, offboard exiting employees, manage employee information, and time off - all in one place. ...

Freshteam helps attract top talent through various channels - a quickly creatable career site, integration with multiple free and premium job boards, and social media channels. The software also has the ability to listen to emails making it easy to recognize emails from job boards or vendors to add them to the candidate base. Once the candidates are in, the recruiting team can collaborate with hiring managers and screen and interview them, share feedback and leave notes for each other, hire and roll out offers to the best candidates.

Freshteam enables HR to onboard new hires even before day one - whether it’s getting forms filled, documents signed, or handing out handbooks, everything can be done over Freshteam in a few clicks. It also allows the ability to create an onboarding task list and assign it to respective people. Gathers all the necessary information and creates employee profiles (which flesh out into a directory), manages access permissions to employee information and documents, etc.

The HR software also takes complete care of employee time off, employee and manager self-service for employees to raise requests, manager approval workflows, time-off reports for teams and the whole organization that give a quick view into upcoming leaves, absenteeism trends, and more.

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Tamr

Tamr Inc.: Tamr Agile Data Unification and Management ...

4.00

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Tamr

4.00
★★★★★
★★★★★
Tamr Inc.: Tamr Agile Data Unification and Management ...

Tamr is an Enterprise data mastering platform that combines machine learning-based models, rules, and human feedback to quickly and easily publish accurate, up-to-date enterprise data. It helps to improve visibility to organization's data operations and accelerates business outcomes through data-driven insights. ...

Tamr combines machine learning software with data science expertise to provide accurate analysis. Tamr combines disparate data sources across the enterprise and maps differing data schemas to create a unified view of highly variable data sets. Tamr has open API based architecture to integrate organization's data eco-system. It provides data categorization through human guided machine learning platform through active learning. It analyses data sources by applying advanced algorithms and machine learning to connect and curate attributes and records.

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MindManager

Powerful & Flexible Mind Mapping Tool - Mindjet

4.56

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MindManager

4.56
★★★★★
★★★★★
Powerful & Flexible Mind Mapping Tool - Mindjet

"Since we started using MindManager to create customized service quotes, not only has the quality of the quotes improved, but the entire process has become swifter and more transparent. " - Frank Deichmann

GitLab

project planning and source code management to CI/CD and monitoring

4.52

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GitLab

4.52
★★★★★
★★★★★
project planning and source code management to CI/CD and monitoring

Groupe.io

Employee communication app and productivity tool

4.66

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Groupe.io

4.66
★★★★★
★★★★★
Employee communication app and productivity tool

Groupe.io is an employee communication app and productivity platform that connects and empowers the entire workforce. The all-in-one platform brings distributed teams together and improves ...

Groupe.io communicates with entire workforce, target and publish top-down broadcasts and track engagement, ensure critical information is consumed with alerts and read-receipts, measure and improve internal communication strategy with rich data analytics, automate all routine tasks, and improve team productivity with instant messaging, document repositories, file sharing, shared calendars, and more.

Some of its features include communication and collaboration, digitization and automation, equip and empower, engage and motivate, track and optimize, and more.

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TaxDome

All-in-one Software for CPAs, bookkeepers, and accounting firms

4.75

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TaxDome

4.75
★★★★★
★★★★★
All-in-one Software for CPAs, bookkeepers, and accounting firms

TaxDome is an all-in-one practice management platform for CPAs, EAs, bookkeepers, and accounting firms.

Accelo

Manage your projects against budgets and resources in real time

4.39

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Accelo

4.39
★★★★★
★★★★★
Manage your projects against budgets and resources in real time

Accelo is a cloud based, fully integrated Professional Services Automation Software. The Service Operations (ServOps) Automation software helps to improve productivity and profitability of services business. Users in the professional service sector - accountants, architects, engineers, designers, consultants, MSPs will benefit from using this softwarae. ...

Accelo provides the tools and resources that are needed to manage client operations including sales, quotes, projects, tickets, retainers, timesheets, billing, and scheduling all from one place. It helps to prioritize the tasks that are critical to the service industry thereby improving long-time client relationships, nurturing prospective customers, staying competitive in the market.

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Wrike

Your online project management software

4.30

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Wrike

4.30
★★★★★
★★★★★
Your online project management software

Wrike is a cloud based collaboration and project management platform for marketing, creative, project management, product development, business operation and professional service teams to collaborate work, manage projects, increase operational speed and gain efficiency. ...

It helps teams to manage and track projects, deadlines, schedules workflow processes, It provides capabilities to manage marketing processes, resources, optimize collaboration, maximize utilization.

It provides in built templates and customizable workflows to standardize project processes across the organization. It has forms to dynamically capture requirements based on customer need and it can Integrate with hundreds of tools.

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Monday.com

monday - team management software | monday.com

4.61

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Monday.com

4.61
★★★★★
★★★★★
monday - team management software | monday.com

Monday.com is a Work OS platform that enables Enterprises to test, track, collaborate and manage workflow, in a secure environment. It can be used by Remote work teams, Marketing, Software Development, HR, Sales and others. ...

Monday.com, provides the templates and drag and drop building blocks that enables remote workers to start functioning faster. It provides a board which is a customizable table for viewing daily progress and managing workflows and projects. More automated processes and analytics, in addition to integration with the tools in use already are some of the other features available on Monday.com

Enterprises can use Monday.com’s quick app building feature, for planning, running and tracking of any project or process. Monday.com can be deployed on mobile devices or web.

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eversign

Free, Legally Binding Online Signatures - eversign

4.80

eversign Icon

eversign

4.80
★★★★★
★★★★★
Free, Legally Binding Online Signatures - eversign

Eversign is an electronic signature system that enables to sign and approve digital documents, streamlining business processes with legally binding validation. It helps to acquire customers and enhance customer relationships. ...

It helps securely get the paperwork out of the way and get deals close faster by creating electronic signature either by drawing, typing, upload an existing one, or have the system generate a beautiful looking signature.

It automates documents with high-security data, integrates with application and services currently in use, and uses any device to sign any document. It also enables documents signing directly on PC, tablet, or mobile device.

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Mattermost

open source messaging platform that enables secure team collaboration

4.28

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Mattermost

4.28
★★★★★
★★★★★
open source messaging platform that enables secure team collaboration

Parsable

Modern digital tools for frontline workers enabling improved plant productivity, safety and quality

4.37

Parsable Icon

Parsable

4.37
★★★★★
★★★★★
Modern digital tools for frontline workers enabling improved plant productivity, safety and quality

Parsable is a Connected Worker platform that enables front-line workers with increased productivity, ensuring quality and safety. It is scalable, available as a mobile app and can be used across various industries. ...

The Parsable Connected Worker platform consists of Parsable Mobile App, Parsable Admin and Parsable Analytics tools. The Mobile app is provided with an intuitive user interface that enables collaboration with remote experts, in-app procedures and training materials, operational data with in-app prompts, and facility to connect to IoT enabled equipment for tasks that require it.

The Parsable Admin tool provides a web administration portal for digital forms, digital content that does not require authors to have coding skills, digitized work procedures and integrations with ERP, MES, CMMS and more. Parsable Analytics provides insights through dashboards and reports, enabling tracking of trends and opportunities across regions and with a facility to export the data to other business applications.

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Taskworld

Project Management Software Built for Teams

4.51

Taskworld Icon

Taskworld

4.51
★★★★★
★★★★★
Project Management Software Built for Teams

Taskworld is a Project Management Software that helps to manage projects, track tasks and collaborate with the team across multiple projects all from one tool. Its an online remote tracking tool ...

Its features include shared collaboration space, standardizing the team’s workflow, creating tasks and assigning them to the team members, subtask work, creating recurring tasks for routine work, task updates in multiple locations and more.

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Greenhouse

Applicant tracking system and recruiting software

4.44

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Greenhouse

4.44
★★★★★
★★★★★
Applicant tracking system and recruiting software

Greenhouse is an applicant tracking and recruitment software that helps recruiters find, pinpoint and connect with prospective candidates from one place within Greenhouse. It gives the companies the confidence to dream bigger, think bolder and take on what’s next. ...

It providers customers the ability to actively diversify their talent pool and engage top talent anywhere in the world. It Optimizes every aspect of hiring and provides a great employee experience.

Greenhouse helps in finding and tracking the right candidates. Set up a fair and equitable hiring process. Create an impressive candidate experience. Integrate new team members faster. Complete administrative tasks quickly and easily. Evaluate the onboarding performance and so on.

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ClickUp

One app to replace tasks, docs, chat, goals, & more

4.71

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ClickUp

4.71
★★★★★
★★★★★
One app to replace tasks, docs, chat, goals, & more

ClickUp is a customizable productivity platform that replaces other workplace apps for all users and all departments in an organization. It offers docs, reminders, goals, calendars, and even an inbox. Fully customizable, ClickUp works for every type of team, so all teams can use the same app to plan, organize, and collaborate. ...

ClickUp gives flexibility and control to organize everything from small teams to enterprise companies. It helps to tackle work from any angle with 15+ powerful views. Easily customized to manage any type of project, no code or add-ons required. Collaborate on product ideas, document bugs, or jot down meeting minutes with ClickUp Docs. Edit in real-time and keep everyone up-to-date with a visual knowledge base. Set goals, track progress, and manage resources more effectively with powerful reporting features along with Global Time Tracking, Time Estimates, and time Reporting.

Some of its features include creating tasks for anything in ClickUp, customized project management, viewing tasks in Google sheets, sending and receiving emails directly within ClickUp, scheduling the team and syncing in real-time with Google, Outlook and Apple. Goal tracking, time tracking and more.

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Front

Customer Communication hub connecting all communication channels

4.48

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Front

4.48
★★★★★
★★★★★
Customer Communication hub connecting all communication channels

Front is a Communication Platform that helps to take care of all the customers in one place. It connects all communication channels like email, SMS, social media, and chat in one inbox. Works together on messages from a shared inbox, automatically route incoming messages to keep the high-volume inbox organized, and also get clear, actionable analytics to iterate, improve, and grow. ...

Front collaborates easily, eliminates busywork, and makes every customer feel like a VIP. With real-time collaboration, teammates can work together on messages, share context, and see who owns what. It creates workflows that work for the team, from message escalation to assigned tasks, insights to improve performance, communication, and customer satisfaction and so on.

Some of its features are intuitive by design, custom automation, actionable data, smarter collaboration, administrative control, industry-standard encryption ensuring the performance never slips and more.

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Lever

Recruiting Software for More Hiring in Less Time

4.23

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Lever

4.23
★★★★★
★★★★★
Recruiting Software for More Hiring in Less Time

Lever is a Recruiting software that helps talent teams scale recruitment efforts and hire people faster. It is designed to meet the requirements of any business type and size. It reduce time to fill, grow workforce and improve ...

DEI with the only complete, and scalable ATS+CRM solution.

It enables organizations to take a more human approach to hiring and goes beyond a traditional applicant tracking system, designed with built-in CRM functionality and a clean, modern UI. Lever offers automated workflows, integrated sourcing tools and interview scheduling. Also has employee referral functionality, including shareable job links for LinkedIn, Facebook and Twitter, as well as a Google Chrome extension that allows employees to put a referral in the company pipeline from their browser.

With Lever, recruiters can minimize manual effort and time spent in the system, and have more time for what really matters, building strong relationships with the right candidates. It enables users to leverage data and reporting with customizable reports and tools, and visual dashboards allow for prioritization of specific metrics.

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Trello

Work Together, Get More Done‚

4.52

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Trello

4.52
★★★★★
★★★★★
Work Together, Get More Done‚

Trello is a web based collaboration tool for project management, operations and management teams to organize and prioritize projects. It primarily helps with project management and collaboration ...

It comes with built-In workflow automation, Rule-Based Triggers, Custom Card & Board Buttons Calendar Commands and Due Date Commands.

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Asana

Use Asana to manage your team's work, projects, & tasks online ...

4.41

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Asana

4.41
★★★★★
★★★★★
Use Asana to manage your team's work, projects, & tasks online ...

Asana is a task management and collaboration tool used by organizations to manage team projects, processes, and tasks. It is primarily used for Task Management, Agile project management, Bug ...

The software helps organize all the routine tasks in a central location so that the teams can access the priorities, deadlines, responsibilities and the project details, all in one place. Additionally, it facilitates visual project plan, clearly mapping out the dependencies and defining the critical path, and allows real time progress monitoring.

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Cloudinary

Cloudinary - Image and Video Upload, Storage, Optimization and CDN

4.43

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Cloudinary

4.43
★★★★★
★★★★★
Cloudinary - Image and Video Upload, Storage, Optimization and CDN

Wipster

Streamlines the review and approval process for creative teams worldwide

4.64

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Wipster

4.64
★★★★★
★★★★★
Streamlines the review and approval process for creative teams worldwide

Wipster is a collaboration tool for creative teams to upload, share, review and approve creative files virtually, from anywhere. It brings reviewers frictionlessly into the creative review process, also ensures that the SaaS product runs reliably on every platform from desktop, to mobile devices and the cloud. ...

Wipster enables creatives, reviewers and decision-makers to quickly and easily review and approve assets across the globe, virtually, from anywhere at any time. It helps creative teams get clear, concise feedback quickly, efficiently in a secure environment. It also integrates with leading companies including Adobe, Dropbox and Vimeo enabling to upload and share directly from these platforms.

Its features are frame-accurate conversations between creatives, managers and stakeholders, get feedback on the right version, and easily go back to prior versions to check notes, track content through feedback cycles and more.

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Coda

A new doc for teams. - Coda — It's a new day for docs

4.35

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Coda

4.35
★★★★★
★★★★★
A new doc for teams. - Coda — It's a new day for docs

Submittable

Submission Management Software & Application Management ...

4.77

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Submittable

4.77
★★★★★
★★★★★
Submission Management Software & Application Management ...

Submittable is Submission Management Software. Submittable enables administrators to easily create, customize, and launch platforms to collect and review applications or submissions. Submittable ...

Submittable empowers reviewers to work together with ease. It is designed to create and launch a painless applicant experience. Submittable is simple enough for any team to adopt, but powerful enough to run any application process.

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Bitrix24

A free collaboration software enabling communications, CRM and other tools for small businesses

4.05

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Bitrix24

4.05
★★★★★
★★★★★
A free collaboration software enabling communications, CRM and other tools for small businesses

Bitrix24 is a collaboration software with complete tools for management, collaboration, and communication for small businesses. It is a united work space that handles many aspects of daily operations and tasks. It helps to improve internal communications, increase sales and revenue and acquire customers. ...

Bitrix24 is a free collaboration tool that helps to plan and execute the projects on time with a low-cost CRM packed with client management, customer support, and marketing automation features. It helps to communicate with the clients in real-time via live chat, email, phone, social network, or messenger. It also creates free sites, landing pages, and online stores that are automatically integrated with the free CRM and marketing automation tools.

Some of its features are secure document management, advanced project planning, resource management, and progress tracking, sales funnel automation, customer engagement tools for Facebook, Messenger, Instagram, Skype, Telegram, Viber, and other popular messengers and social networks, and much more.

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Practifi

Business management platform powering growing financial advice firms

4.32

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Practifi

4.32
★★★★★
★★★★★
Business management platform powering growing financial advice firms

Practifi is the business management platform for financial advisors. It is secure, reliable, and massively scalable, and is built for growth. It helps to enhance customer relationships and acquire customers. ...

Practifi, helps to solve the barriers to efficiency with automated workflows, comprehensive process control, smart data capture, and real-time monitoring and collaboration. It helps to streamline every step of the workflow, from generating new business, to onboarding clients, conducting reviews, and managing ongoing service arrangements.

Features of Practifi include managing key dates, interactions, revenue and opportunities from a rich client view, smart automation for compliance commitments, and marketing, segment and manage referral sources with quantifiable detail and many more.

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Helpmonks

Customer Engagement Platform and Software

4.00

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Helpmonks

4.00
★★★★★
★★★★★
Customer Engagement Platform and Software

Azendoo

Collaboration platform to move from conversation to action all in one place

4.48

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Azendoo

4.48
★★★★★
★★★★★
Collaboration platform to move from conversation to action all in one place

Azendoo is a collaboration platform to plan, organize, collaborate and analyze teamwork in one place, reduce time spent in meetings and emails, and make work more open and enjoyable. Azendoo easily integrates the applications and migrates the project tasks. ...

It clearly defines responsibilities and priorities to deliver quality work and share documents and knowledge to the right people to build an easily searchable business knowledge base. It also helps to analyze the performance to identify areas for improvement and adjust the processes to the next.

Some of its features include tools to organize tasks and speed up the daily teamwork, gathering information from private messages to storing the data in the same place, searching for any task, message, document, and topic, shared in Azendoo, easily consolidating and managing all the workspaces in the subscriptions and so on.

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Quire

visual Collaborative Platform to Unfold Your Ideas

4.63

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Quire

4.63
★★★★★
★★★★★
visual Collaborative Platform to Unfold Your Ideas

Quire is a centralized collaboration tool with file attachments, comments, as well as every modification, instantly reflecting for all online collaborators in real-time and delivering capabilities without the complexities. Quire inspires teams to dream higher, reach beyond potential, bring team members together and celebrate success. ...

Quire helps to map out the thoughts and tackle them with small steps, work on the tasks effortlessly with a focused sublist view, plan with a versatile Gantt chart to schedule every milestone and increase the team's sense of accomplishment. Quire Implements Kanban board and combines it with to-do lists to give companies ultimate control on workflow.

Its features include tackling big projects by breaking them down into small, manageable steps, Visualize the workflow to better manage and focus on the tasks, Creating personalized sublists to get focused on the right tasks at the right time, Viewing and organizing tasks from different projects in one place, Assigning tasks to the people responsible for it and many more.

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Freedcamp

Free Project Management to streamline projects, processes, workflows

4.60

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Freedcamp

4.60
★★★★★
★★★★★
Free Project Management to streamline projects, processes, workflows

Freedcamp is a web, mobile and desktop project management and collaboration system for teams. It helps streamline projects, processes, workflows, track time and issues for high-performance teams offering everything the team needs to complete any project. ...

Freedcamp stays on top of the task lists and stays in touch with what's happening. Involves splitting larger tasks into smaller subtasks. Discuss ideas with the team from one centralized place. Have the ability to see an overview of the due items from one place, create Events/Tasks/Milestones and more.

Key features are easy Sharing accounts for different services, Bill the clients easily from the time tracking entries, Quickly duplicate projects and save time, Store all the contacts and leads maintaining a healthy relationship with the customers, custom widgets for any type of information in one easy location, see tasks from all the projects in one place and more.

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20Miles

Increased Sales engagement enabled through shortened sales cycle, process automation and unrivaled prospect insights.

4.12

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20Miles

4.12
★★★★★
★★★★★
Increased Sales engagement enabled through shortened sales cycle, process automation and unrivaled prospect insights.

20Miles is a CRM Software. 20 Miles is a prospecting and relationship management platform for commercial insurance providers. It comes with a centralized dashboard, which enables users to create new workflows, add multiple touchpoints and configure system settings, improving overall client experience. ...

The primary features of 20Miles include scheduling, data import/export, task management, customizable templates, click tracking, collaboration and more. It allows businesses to set up user profiles, update time zones and generate meeting links for email invitations. Administrators can import or segment contacts into buckets based on lead data and set status as private/shared.

20Miles facilitates integration with third-party applications such as Salesforce, Outlook, LinkedIn and more.

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Polymail

Email platform to unlock Professional Communications and increase productivity

4.41

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Polymail

4.41
★★★★★
★★★★★
Email platform to unlock Professional Communications and increase productivity

Polymail is an email platform that helps teams collaborate, be more productive, and work better, together. It is designed for business productivity and time-saving by remaining on top of every important conversation. ...

Polymail combines collaboration and email in one place, helping teams remove friction, stay organized, and make better decisions, faster. It includes email tracking, Salesforce sync, and calendar scheduling - empowers sales teams to increase conversion and shorten sales cycles while providing executives with transparency into sales activity.

Polymail features include Follow up reminders, click and download tracking, send later, analytics, activity feed, one-click unsubscribe, comments and mentions, email sharing, and more.

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Litmus

Email Marketing, Email Design & Email Testing Tools

4.39

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Litmus

4.39
★★★★★
★★★★★
Email Marketing, Email Design & Email Testing Tools

Litmus is a campaign creation, building & testing and analysis software that is used by marketers, agencies, designers and Enterprises enabling predictable results during marketing campaigns of any scale and volume. ...

Litmus assists Designers in building and testing and reviewing using the Litmus apps for perfecting the mails before it is sent. It helps in campaign optimization and performance, by providing tools to check for functionality and performance, before the campaign is initiated.

Litmus features include campaign development, which simplifies the process for email campaigns and provides facility to scale for higher volumes, improves message effectiveness by pre-send Testing feature, Insights and analytics module for study of effectiveness and future improvements.

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Morressier

The home for early-stage research

4.17

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Morressier

4.17
★★★★★
★★★★★
The home for early-stage research