Alternatives to MonoDesk

Compare MonoDesk alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to MonoDesk in 2026. Compare features, ratings, user reviews, pricing, and more from MonoDesk competitors and alternatives in order to make an informed decision for your business.

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    Canopy

    Canopy

    Canopy

    Canopy is award-winning, all-in-one accounting practice management software designed to help tax, bookkeeping, and CPA firms build an autonomous firm. Operating as a firm-wide operating system, Canopy eliminates the friction and security risks of running a practice across disconnected software tools by centralizing client management (CRM), document management, workflow automation, time and billing, proposals, engagements, and tax resolution into a single cloud-native platform under one login. By providing one unified workspace, Canopy enables accounting professionals and firm leaders of all sizes to manage their entire practice with total visibility, clear operational structure, and predictable profitability. Key capabilities include: Canopy Coworker & Everywhere AI: Utilize built-in AI assistant tools to draft client communications, summarize complex documents, and surface actionable insights across your practice to reduce daily administrative load. Canopy Notetaker: Automate meeting documentation. This dedicated assistant records, transcribes, and extracts action items from client calls, syncing every detail directly to the client record. Client Management & Portal: Provide a modern digital front door for your firm. The secure client portal enables real-time collaboration, document sharing, eSignatures, and intake forms backed by a robust CRM. Workflow Automation: Build a self-running firm with customizable templates and automated recurring work steps while tracking team capacity and project progress in real time. Document Storage & Management: Centralize client files securely. Clients upload documents directly through their portal, removing email risks and reducing back-and-forth messaging. Engagements & Proposals: Deliver professional, branded engagement agreements with custom pricing, recurring billing structures, and clear terms of service to eliminate scope creep. Time & Billing: Automate your revenue cycle with integrated time tracking, automated invoicing, and faster online payment options. Tax Resolution & IRS Transcripts: Manage tax-specific services by accessing IRS transcripts, notices, and resolution forms directly inside your practice management workspace. Unite your practice into one firm-wide operating system and increase capacity without adding software complexity. Learn more at getcanopy.com.
    4.6 out of 5 stars 1,259 Ratings for Canopy
    Compare Canopy vs. MonoDesk View Software for Canopy
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    HoneyBook

    HoneyBook

    HoneyBook

    HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With their business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant. This all-in-one management platform streamlines business processes, from first inquiry to final payment, so business owners can spend less time on administrative work and more time focusing on what got them passionate about their business in the first place. With their proposals, invoices, contracts, payments, and scheduling at your fingertips, HoneyBook gives you everything you need to give clients an unforgettable experience.
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    4.6 out of 5 stars 16 Ratings for HoneyBook
    Starting Price: $19 monthly ($16 annually)
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    Agencly

    Agencly

    Agencly

    Agencly is an all-in-one agency operations platform for freelancers, studios, and service businesses. It consolidates project management, invoicing, contracts with e-signatures, time tracking, and a branded client portal into one workspace. No juggling five different tools. Flat pricing from $19/mo, no per-seat fees, built for solo agency owners and small teams who need everything in one place without enterprise overhead.
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    Comindwork

    Comindwork

    NewtonIdeas

    Online apps for project management, CRM, support, billing, issues, time-tracking & more. Consolidate data and communication with co-workers, clients and partners. Work from anywhere and with any device in secure cloud workspaces. You start from creating workspaces, Intranet, Client Extranet, CRM or specific projects. You can freely share these workspaces with your co-workers, customers, freelancers or any other collaborators. Then pick apps for each workspace: issues, sales leads, deals, vacations, documents approvals, wiki, help desk, time tracking, meetings, events, invoices, or create your own app. All apps can be tailored without IT guys. Now your entire team can use these apps to share files, edit documents, assign tasks, manage projects and collaborate online, in the same shared workspace. The best companies go beyond files or data collaboration.
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    Verbial

    Verbial

    CB Platforms

    Verbial is web-based agency management software for marketing agencies. It combines a CRM pipeline with proposals and e-signatures, client and project records, time tracking, invoicing and profitability reporting. Teams can turn a won deal into a proposal, client, project and first invoice, approve weekly timesheets, and use approved hours when preparing invoices. The software supports recurring retainers, hourly and project billing, usage overages and ad-spend pass-through. Client portal reporting and profitability views help agencies review delivery and account performance. Integrations include Google Workspace, Gmail, Google Calendar, QuickBooks Online, Slack, Ahrefs and selected AI and meeting tools. Verbial helps agencies coordinate client work, recurring revenue, delivery budgets and margins.
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    Workspace369

    Workspace369

    Workspace369 LLC

    Workspace369 is a browser-based client-work platform for agencies, freelancers, consultants, studios and service businesses. It brings client records, requests, proposals, contracts, projects, files, invoices and conversations into one workspace. Teams can send proposals for electronic signature, convert accepted proposals into invoices, accept card payments through client links, organize tasks on boards, schedule work on a shared calendar and add tracked time to invoices. A client portal provides access to proposals, invoices and appointments. The shared inbox keeps client communications together; calls and texts are available on the Voyager plan, while the Specialist plan adds a business phone system and accounting tools. Automated workflows support follow-ups, and Workspace AI drafts messages for human review before sending. It runs in a browser and has iPhone, iPad and Mac apps. Plans include a 14-day free trial.
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    Workspace

    Workspace

    TapChief

    Create proposals, manage projects and send invoices, all in one place, with Workspace. Manage leads and win more clients with beautiful proposals. Organize leads into groups with custom labels. Create proposals from existing templates and save to reuse later for different clients. Collect project requirements with custom forms shared on email or chat. Manage multiple projects on one dashboard. Track progress across projects and zoom in on details to address risks. Customize stages and properties to match your project lifecycle. Add team members and invite clients to share updates in real-time. Breakdown projects into tasks and milestones. Scope your projects by creating tasks from templates or previous projects. Assign tasks to teams, create sub-tasks and set due dates. Track your tasks in a calendar, board or list view and filter by assignee or project. Create invoices, manage your finances and get paid, on time.
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    Clientary

    Clientary

    Clientary

    A full-suite platform to manage clients, invoices, projects, proposals, estimates, hours, payments, contractors, and staff. The perfect solution to win clients and save time. Clientary is a professional services automation solution that covers your entire business. We've helped tens of thousands of freelancers, agencies and businesses manage client workflows. Stop wrestling with one-off doc files, templates, and disconnected apps. We help you streamline client lifecycles from proposals and estimates to time tracking, invoices, and payments so you and your team have everything you need in one place. Start your client relationship right with proposals and contracts. Gather signatures directly through clientary. Generate invoices automatically from billable work or estimates. Collect payments directly via credit card, ACH, or offline methods. Track time and staff tasks. Plan future hours. Manage projects with budgets, deadlines, and varying rates.
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    OpenProposal

    OpenProposal

    OpenProposal

    OpenProposal is all-in-one proposal software that helps freelancers, agencies, and small businesses close deals faster. Create professional proposals with a drag-and-drop builder, collect legally binding e-signatures, and get paid instantly via Stripe integration. Features include customizable templates, real-time tracking, analytics. Replace separate proposal, e-signature, and invoicing tools with one simple platform.
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    Cone

    Cone

    Cone

    Impress clients and save time, no more manual invoicing or chasing payments. Cone’s intuitive proposal software sets the standard for what a simple, yet powerful product looks for accountants. Send professional proposals and gather payment details upfront. Kick-off projects automatically as soon as the proposal is signed. No more manual work. Projects start automatically after proposal acceptance. Gain clear visibility into your team's tasks, deadlines, and project progress and supercharge your workflows. Streamline your work and unlock productivity. Send clients forms, collect e-signatures, and request files seamlessly through the client portal. No need to nag clients manually anymore. Create invoices either from proposals or projects. Supports multiple payment methods like ACH or credit/debit cards. We understand that protecting your data is crucial for the success of your business, which is why we have implemented various measures to ensure the security of your data.
    Starting Price: $8.51 per month
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    Moxie

    Moxie

    Moxie

    Moxie is an all-in-one business management platform specifically designed for freelancers, offering a wide range of tools to streamline client management, project tracking, accounting, contracts, time management, and invoicing. With features like customizable client health snapshots, project organization (from tasks to deliverables), expense tracking, and easy invoicing, Moxie simplifies complex business workflows. It integrates with tools like Google, QuickBooks, and Stripe for smooth operations, and includes features like automated recurring invoices, e-signatures for contracts, and a calendar to track important dates and meetings. The platform also allows freelancers to track time spent on projects, manage proposals, and offer a client portal for seamless communication. Moxie aims to help freelancers save time, reduce administrative burdens, and improve their overall workflow with a user-friendly, centralized system for managing their business.
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    OneSuite

    OneSuite

    OneSuite

    OneSuite is an all-in-one client portal and agency management platform for agencies, freelancers, and service businesses. It brings client portals, project management, time tracking, budgeting, expenses, invoicing, subscriptions, contracts, and reporting into one simple workspace. Give every client a branded portal to check updates, share files, sign documents, and pay invoices. Manage projects on Kanban boards, track billable hours, control budgets, and send invoices in minutes. Sell recurring plans with Subscriptions and auto-charge cards through Stripe. Accept payments via Stripe, Square, Authorize.net, Airwallex, and GoCardless. See how your projects, time, and revenue are doing with built-in reports. Flat pricing, no usage fees, and easy migration from Harvest. Start your free trial today.
    5.0 out of 5 stars 1 Rating for OneSuite
    Starting Price: **Starting Price:** $7/user/mo
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    Noddis

    Noddis

    Noddis

    Noddis is a browser-based project management application for freelancers, independent consultants, and small agencies coordinating client work. It brings projects, tasks, subtasks, due dates, client records, follow-ups, and project progress into one workspace. Users can switch between portfolio and task-level views and organize work with lists, boards, timelines, calendars, stages, and whiteboards. Recurring tasks, templates, focus sessions, notes, workload estimates, and analytics support planning and daily execution. Client-facing tools include read-only project portals, task-request forms, progress reports, collaboration, and invoicing. Noddis synchronizes dated tasks with Google Calendar and offers invoice payment options through Stripe, Venmo, and Zelle. A free plan is available, and users can explore the product through an interactive demo.
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    Clozo

    Clozo

    Clozo

    Clozo is an EU-first billing tool for freelancers: send a professional proposal with a legally-binding e-signature, collect a deposit, and get paid in one link via Stripe (card/iDEAL/Bancontact) or SEPA. It validates client EU VAT live (VIES), applies cross-border reverse-charge automatically, and generates compliant e-invoices in one click — ZUGFeRD, Factur-X, Peppol UBL, FacturaE, ebInterface, FatturaPA. Plus recurring billing, time tracking, expenses with DATEV export, and GDPR data export. Built for EU freelancers and micro-studios who want proposals, signatures, invoices, payments and expenses in one place instead of four separate tools.
    Starting Price: Free plan; paid from €12/month
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    LifeDesk

    LifeDesk

    LifeDesk

    LifeDesk is an all-in-one life and business management platform for individuals, freelancers and solopreneurs. It combines tasks, goals, calendar, finances, assets, health, fitness, hobbies, learning, clients, projects and business management in one central workspace. Users can organize personal and business responsibilities without switching between multiple apps. LifeDesk also includes time tracking, budgeting and financial management features. Plus and Pro plans support connected bank accounts, while the Pro plan includes an AI Assistant for advanced productivity and organization. LifeDesk is available as a web application and is designed to help users manage both work and everyday life from one place.
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    Stuvelo

    Stuvelo

    Stuvelo

    Stuvelo is a web-based CRM and project workspace for freelance filmmakers, videographers, and video production studios. It brings client and lead management together with tools for organizing work from inquiry through delivery. Users can track leads in a visual pipeline, collect project details in briefs, and manage production planning with shot lists. The workspace also supports proposals, contracts, client review, and invoicing, helping teams keep business administration and project information in one place. Stripe payment processing is available for invoices. Stuvelo offers Solo and Studio subscriptions for independent creatives and production teams, with monthly and annual billing options and a 14-day trial. The software is designed for video-focused service businesses that need to coordinate client communication, sales, project preparation, and billing without relying on a general-purpose CRM alone.
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    Task Session

    Task Session

    Task Session

    TaskSession CRM helps agencies, freelancers and small service businesses run client work from one place. Manage leads and clients, share projects and files in a branded client portal, track time, and send invoices. Choose how you run it. TaskSession Cloud starts free, and even the Free plan supports your own custom domain. Paid Cloud plans start at $12 per month billed yearly. Prefer to own your data? The self hosted edition installs on your own server for $59 for the first year.
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    AgentCron

    AgentCron

    Gocnet Technologies LLP

    AgentCron brings chat, documents, projects and files into one workspace for teams. Plan work, write together and keep conversations connected to projects. Team apps include Client Desk for clients and proposals, Content Studio for drafts and reviews, Hiring Room for applications and interviews, and OKRs for goals and progress. Teams can build apps with the public CronApps SDK. A free plan includes one owner, unlimited guests and 10 GB of storage.
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    Aligno

    Aligno

    Aligno

    Aligno is a client feedback and approval tool for designers and agencies. Upload an image, PDF, or video, or paste a live webpage URL, and send one share link. Clients pin comments directly on the work and approve when they're ready. No login or signup required for reviewers. Most proofing tools handle one file type. Aligno covers images, live websites, PDFs, and video in one workspace. When a client approves, the version locks as a clean record of sign-off. Built for freelance designers, design agencies, web studios, and small in-house creative teams. Free plan covers your first review with link-only sharing. Pro is $18 a month flat with unlimited projects, 100 GB storage, full approval history, and email sharing. Studio steps up to unlimited storage and adds dedicated support for agencies.
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    Projectlify

    Projectlify

    RemoteCrafters

    Projectlify is a platform for managing, organizing, and showcasing projects in one place. It helps users structure their work with clear tasks, stages, updates, and milestones, improving transparency and productivity across all types of projects. The platform supports portfolio creation, allowing freelancers, developers, designers, and agencies to present their projects professionally to clients or employers, highlighting skills, outcomes, and experience in a structured way. It also enables team collaboration, with tools for communication, task assignment, progress tracking, shared project visibility, and coordinated workflows, reducing the need for multiple separate tools and improving team alignment. Designed for simplicity and flexibility, Projectlify works for both individuals and teams, helping them stay organized, improve workflow clarity, and deliver projects more efficiently from planning to completion.
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    SPP.co

    SPP.co

    SPP.co

    SPP.co is an all-in-one client-portal platform purpose-built for digital service and productized agencies, bringing billing, onboarding, projects, support, CRM, forms, portals, and payments into a single branded workspace. Agencies use their customizable order and intake forms to guide clients into buying services or subscriptions online, automatically create invoices or Stripe subscriptions, and assign projects/tasks based on rules and status. The system provides a white-label portal for clients, even allowing custom branding, domain, colors, and templates, where clients can review invoices, pay, see project status, and collaborate without leaving the portal. Behind the scenes, the admin side supports team inboxes, permissions, internal & external messaging, task assignment, order history, custom statuses, and role-based views so agencies can scale workflows of 2 up to 200 staff. Extensive integrations, APIs, and webhooks enable checkout flows, subscription billing and more.
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    TimeMagick

    TimeMagick

    TimeMagick

    TimeMagick is time tracking software that connects tracked hours to projects, budgets, billing and profitability. Time is tracked against a client, project and task, and the same data drives project budgets, billable-hour approval, invoices, expenses and client profitability reports. It also records activity levels and app and website usage during tracked time, without taking screenshots. TimeMagick is designed for project-based service businesses that bill clients for their time: agencies, engineering and design teams, architecture practices, consultancies, software teams, marketing and creative studios, and freelancers. TimeMagick has a Windows desktop app for tracking time, a web app for managing projects, billing and reports, and apps for iOS and Android. Desktop and mobile time are reported separately. By connecting each hour to its project, budget, invoice and margin, it helps teams avoid reconciling timesheets, project plans, invoices and spreadsheets.
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    Leeact

    Leeact

    Leemo Systems Private Limited

    Leeact is an AI-powered project management & delivery operations platform for IT teams, consulting firms, digital agencies & remote SMBs. Core Features: • AI-assisted project planning & smart scheduling • SOW creation & contract management • Task, milestone & dependency tracking • Resource allocation & workload balancing • Billable time tracking & automated timesheets • SOW-to-invoice workflow automation • Real-time delivery dashboards & analytics • Team collaboration & role-based access • Client-facing project portals • Budget monitoring & cost control • Remote-team ready with multi-timezone support
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    Roadbase

    Roadbase

    Roadbase

    Roadbase is an AI-assisted, quote-first planning platform for creative freelancers and agencies. Paste a project brief or attach a PDF, and Roadbase creates an editable first draft with a project summary, phases, tasks, roles, estimated hours, timing, assumptions, and estimate reasoning. Your team reviews and adjusts the draft, then applies its own role costs and billable rates, overhead, direct expenses, contingency, and target margin to build the quote. The visual timeline keeps tasks, timing, roles, hours, and pricing in the same project model. When the plan is ready, export the reviewed work breakdown, roadmap, and cost summary as a proposal PDF. After approval, carry the work into a simple Kanban workspace, assign tasks, keep comments with the work, track time by project and task, and compare actual hours with the estimate. Roadbase is built for creative service businesses in advertising, branding, design, video production, web and app work, and related consulting projects.
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    Baseqore

    Baseqore

    Baseqore

    Baseqore is a freelancer-first CRM to run client work from proposal to payment. Create proposals and contracts (e-sign), manage clients/projects, track tasks and time, then convert hours into invoices clients can pay online. Payments: cards + Apple Pay/Google Pay via Stripe, plus PayPal, Revolut Pay, Wise and Mollie. Give clients a branded portal on your own domain for updates, files and invoices. Also includes estimates, expenses, calendar, team members and data export. Who it’s for: freelancers, studios, and small agencies (web/design/dev, copywriters, photographers, interior designers, marketers). Plans & limits: • Free: 3 clients, 3 projects, 1 seat. Includes invoices, estimates, proposals, contracts (e-sign), calendar, time tracking, client portal, custom domain. No card required. • Pro/Ultra: higher limits and seats for growing teams. Hosted SaaS. Secure (HTTPS). Baseqore never stores card data; SCA/3-D Secure handled by providers. Start free and upgrade anytime.
    Starting Price: $5/month (billed annually)
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    Clientjoy

    Clientjoy

    Clientjoy

    Clientjoy is an all-in-one crm to manage Sales Pipeline, Clients, Appointments, Mailbox, Create Proposals, Contracts, Invoices, collect Payments & run Email Sequences. It is popularly known to have the power of 8 tools in one without the overwhelm. Clientjoy CRM is designed & developed keeping small & medium businesses, typically agencies & freelancers in consideration. It is being actively used by 4000 Agencies & 9000 Freelancers in 90 countries. Clientjoy CRM has a 14 Day Pro Trial & has primarily put up its Lifetime Deal on Sale for just $129 Per User for Life.
    5.0 out of 5 stars 1 Rating for Clientjoy
    Starting Price: $149 one-time fee
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    ZynoLoop

    ZynoLoop

    ZynoLoop

    ZynoLoop is a client delivery and collaboration layer designed specifically for freelancers and agencies. It streamlines the project sign-off process by replacing messy email chains and login dashboards with frictionless, one-tap magic link approvals. By giving clients a secure, no-login portal to review and approve deliverables, ZynoLoop helps creative professionals eliminate scope creep, lock in project versions, and maintain momentum without administrative friction.
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    Indy

    Indy

    Indy

    Indy is an adaptive, all-in one management software that helps freelancers and small businesses track everything from proposals to payments. Indy makes organization and time management easy, letting its users focus on their work. This platform features a library of proposal, contract, and form templates to make getting clients easier. The task tracking system allows users to assign individual tasks to larger projects or categories. As users work on tasks, the time tracker tool logs and categorizes time spent on each task, making it easy to balance multiple projects and create invoices. When it’s time to get paid, use Indy to generate a detailed invoice to send right to clients: in return they get peace of mind knowing that Indy uses the web’s top payment methods, like PayPal and Zelle. With other tools like Profiles, Drive, and Client Contacts, Indy’s features make it a versatile and reliable addition to any creative team.
    4.0 out of 5 stars 1 Rating for Indy
    Starting Price: $19/month
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    Flowlu

    Flowlu

    Cloud22 LLC

    A comprehensive, all-in-one solution for business management and team collaboration. Streamline your workflow and propel business growth to new heights. Experience seamless integration of powerful features: CRM: Effectively manage customer relationships through contact management, lead generation, and sales pipelines. Project & Task Management: Plan, organize, and monitor projects using intuitive tools like Kanban boards, Gantt charts, and real-time progress reports. Document Builder: Easily create professional quotes, invoices, proposals, and other essential documents. Financial Management: Keep track of revenue, expenses, and cash flow with insightful financial reports. Knowledge Base & Mind Maps: Build a centralized repository of company knowledge, FAQs, and training materials for easy access and reference. Client Portal: Offer clients secure access to project updates, invoices, documents, and communication channels for enhanced collaboration.
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    5.0 out of 5 stars 9 Ratings for Flowlu
    Starting Price: $15 USD/mo
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    Olqan

    Olqan

    Olqan

    Olqan helps companies grow profitably. It is the Business Operating System for growing companies. As companies grow, they add clients, projects, people, invoices and admin. Revenue can rise while margins, cash and control slip. Olqan helps you grow without letting overhead grow at the same rate. Win more: track leads, pipelines, proposals and follow-ups, and send contracts for e-signature. Deliver profitably: track time and billable hours, set project budgets, compare budget against actual, and see utilization and capacity. Get paid faster: invoice from projects, milestones and retainers, track payments, send reminders and reconcile what you receive. Scale with less overhead: run approvals, attendance, leave and employee records, and give clients their own portal. Also included: support tickets, procurement, assets, forms, reporting, and integrations with Google, Slack, Stripe, QuickBooks, and webhooks. English and Arabic.
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    Kaliun

    Kaliun

    Kaliun

    Kaliun is construction CRM and project management software for residential remodelers, general contractors, home builders and specialty trades. Manage contacts, sales pipelines, proposals, job costs, invoices and client decisions in one workspace. Build detailed estimates with scope, cost codes, markup and allowances. Compare budgeted costs, committed expenses and actual payments. Request subcontractor bids, manage milestone billing, collect electronic signatures and coordinate schedules, tasks and workflow automation. A client portal keeps proposals, invoices, contracts and selections accessible to customers. Kaliun is available on the web and iPhone. Founded by Tomer Amar, Kaliun launched in 2025 in Tampa, Florida. Request a guided demo to review your construction workflow. Pricing is $279/month, or $2,868 billed annually ($239/month equivalent).
    Starting Price: $239/month billed annually
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    EverGantt

    EverGantt

    Lightbound

    EverGantt is a web-based project management workspace for planning and coordinating team projects. It combines interactive Gantt timelines, task lists, Kanban boards, Scrum workflows, project calendars, milestones, and task dependencies so teams can organize work and track schedules in one place. Users can assign tasks, monitor progress, manage workloads and resources, and share project notes. The product is designed for project managers and teams that need visual scheduling alongside day-to-day task management, including small teams, freelancers, students, and nonprofit organizations. EverGantt offers a browser-based service with a free plan and paid subscription options; it is positioned as a tool without AI features.
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    AutoPMO

    AutoPMO

    TierPM

    AutoPMO is a cloud-based project and portfolio management application for project managers, PMO teams, program and portfolio leaders, and organizations coordinating multiple projects. It brings project plans, schedules, tasks, milestones, Kanban boards, RAID tracking, resource plans, budgets, and project documents into a shared workspace. Teams can use it to create project charters, user stories, weekly status updates, and AI-assisted plans and reports, while leaders review portfolio health, delivery stages, milestones, costs, capacity, and risks across projects. The platform supports day-to-day project execution alongside portfolio-level oversight, helping teams organize delivery information and communicate progress in a common view.
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    Monton

    Monton

    Monton

    Monton is agency management software for agencies and professional services firms that sell their team's time, including marketing, creative and digital agencies, software studios, IT services firms, consultancies and accounting firms. It brings projects, time tracking, staffing and resource planning, invoicing, and CRM into one place. It calculates project and client margins in real time from logged hours, each person's cost rate, and invoices. Project managers can monitor budget use and upcoming team availability, while owners can assess the profitability of clients and retainers. Pricing is per plan, not per user. All plans include core features, while member limits, storage, and support vary by tier. The free plan covers up to 5 people with no credit card required. Monton's official MCP server lets Claude, Cursor, and other compatible AI assistants check margins, create tasks, and log hours from chat. The product is available in English, Spanish, Italian, and Catalan.
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    Workplate

    Workplate

    Workplate

    Workplate is cloud-based business software for Indian professional services firms, including CA and CS practices, law firms, IT services companies, agencies, and consultancies. Its modules cover project delivery, CRM, e-signing, invoicing, and AI-assisted team chat on a shared account. Projects supports engagement plans, tasks, milestones, time tracking, approvals, and work reports. CRM manages leads, client records, deal stages, owners, and follow-ups. eSign handles engagement letters, NDAs, and statements of work, including Aadhaar-based signing in India, with signed PDFs and audit trails. Invoice supports GST-compliant retainer and milestone billing, payment links, receivables tracking, and exports to Tally and Zoho Books. Modules can be bought separately; deeper data links and automated time-to-invoice workflows are still developing.
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    ClientDeck

    ClientDeck

    ClientDeck

    ClientDeck is an all-in-one Client Operating System for freelancers, agencies, consultants, and service businesses. Manage your entire client lifecycle—from proposals and client portals to projects, invoices, payments, file sharing, time tracking, and AI-powered reports—in one streamlined platform. Instead of paying for multiple disconnected tools, ClientDeck centralises your workflow to save time and deliver a premium client experience. Connect your own Stripe, PayPal, or Razorpay account to accept payments directly with zero platform transaction fees, while native multi-currency support makes working with international clients effortless. Every plan includes branded client portals and professional invoicing, with no per-user pricing. Start for free, with premium plans from just $9/month, and run your entire client business from one powerful workspace.
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    fylt

    fylt

    fylt

    fylt is all-in-one client management software for service businesses. It combines a client CRM, appointment scheduling, project management, invoicing and billing, e-signature contracts, a white-label client portal and a support desk into one platform, with AI drafting assistance built in. Because every module shares the same client record, updating one thing updates the rest automatically. It is a direct alternative to running HoneyBook, Dubsado, Bonsai, Calendly and Monday side by side, and starts with a free 3-month trial with no credit card required.
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    PitchRoom

    PitchRoom

    PitchRoom

    PitchRoom helps freelancers and small agencies turn client quotes into shareable proposal rooms. Sellers can enter a client’s name, scope, and three priced options, or paste existing proposal text, then send one link that clients can open in a browser to compare options and select one. Email alerts notify sellers when a client opens the room or picks an option. In paid rooms, clients can sign off with their name and email, then view the seller’s deposit payment link or bank-transfer instructions; PitchRoom does not process client payments. Paid plans also support PDF and PPTX exports. PitchRoom focuses on proposal sharing and approval rather than full e-signature, CRM, or accounting tools.
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    ClientRamp

    ClientRamp

    ClientRamp

    An All-in-One Project Management and Client Relationship Tools for your business. Stay on track and keep up to date with all of your projects and clients in one convenient place. Our project management tool allows you to create projects, and create invoices and manage quote manage quotes, assign projects and tasks to team members, monitor project progress, and ensure that everyone stays in the loop and can collaborate to deliver quality work on time, every time. With this tool, you can set project deadlines and milestones and manage workload on both a company-wide and individual level. Our interface is easy to navigate and simple to customize so that it works for your business when you need it to. You can log every action your team takes on a project and keep track of whether or not you're making the progress you need to.
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    Milestones PM+

    Milestones PM+

    Passage Technology

    Cross-industry, native, project and process management solution for Salesforce. Project management isn’t one-size-fits-all. That’s why there’s Milestones PM+ for Salesforce. Free Salesforce project management app on AppExchange, Milestones PM+ is easy to use for simple task management and flexible to customize for complex business programs. No matter how broad or granular, Salesforce project management is great for any business. Save time on repeatable tasks and efforts like onboarding and meetings with preset templates. Instantly update clients about progress on their contracts and orders. Transform ad hoc planning and notes into organized, actionable projects. Clearly detail framework and roadmaps for proposal presentations. Smarter Task assignments with our comprehensive Resource Finder.
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    ExecCortex

    ExecCortex

    ExecCortex

    ExecCortex is a cloud business-management platform that brings customer relationship management, project management, invoicing, HR, marketing, e-commerce, asset management, accounting, and point of sale into one workspace. Teams can activate apps as needed, while enabled tools share customer, company, staff, and document records with workspace-level roles and permissions. CRM supports lead capture, pipelines, quotes, e-signatures, messaging, calling, meetings, and web-form/API intake. Project tools provide Kanban boards, templates, goals, and resource planning. Invoicing covers payments, expenses, and payslips. E-commerce tools sync orders, products, inventory, customers, and returns from online stores. AI features assist with drafting and analysis, with users reviewing suggestions. It serves businesses seeking connected tools for sales, delivery, finance, people, and operations.
    Starting Price: $3/app/workspace/month
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    Graysync

    Graysync

    Graysync

    Graysync is an agency management platform for coordinating client work and agency operations in one workspace. It brings together project planning, task and timeline tracking, resource capacity, budgets, expenses, invoices, payments and project profitability. Teams can share briefs and files with clients, collect feedback and approvals, and manage calendars alongside project activity. Reporting dashboards present operational and financial information for business oversight. The platform also includes Gracie, an AI assistant that helps automate repetitive administrative steps. Graysync is intended for creative, digital, social, media, public relations and event agencies, as well as in-house marketing teams and professional services firms. Its workflows support work from initial client briefs through delivery and financial review.
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    DigitalDesk

    DigitalDesk

    DigitalDesk Solutions

    Service desk software built for digital agencies and freelancers. DigitalDesk provides you with the tools to deliver great customer service to your clients, so they can get help quickly.
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    Anfold Software Timesheet Portal
    Timesheet Portal has two distinctive online back-office HR products: Project and Recruitment. Project edition puts you in control of your project spend, providing you with real-time data of labour costs and project expenses by providing online timesheets and expenses wherever your workforce is located. Bill your clients faster and export your invoices directly into your accounting software. Perform in-depth analysis across projects, sectors, track project activities, worker roles and time tracking. Timesheet Portal Recruitment is for your agency, your workforce and your clients. Easy recording of time & expenses, approval of time on different devices on the move, and a simple process for you to generate your client invoices and contractor pay runs, whether you're working with limited companies or payroll workers. Timesheet Portal automates the jobs you hate.
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    Studio Designer

    Studio Designer

    Studio Designer

    Manage your interior design projects from start to finish with fully integrated project management, time billing, product sourcing, and proprietary accounting tools. Propose, order, invoice all project items, track team activities, and much more. Digitally source items from all your vendors. Track and bill your clients for your time. Collaborate and accept payments from your clients all in one place. Manage your finances with fully integrated tools created specifically for interior designers. Run unlimited reports on financials and projects. Our cloud-based application is available wherever you are. Assign tasks to your team, collaborate on projects, and place orders with vendors on your desktop or the mobile app. With one-on-one training, online video tutorials, and an extensive library of knowledge articles, you can get up and running in no time. Studio Designer provides you with the tools to manage the execution process of your projects.
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    ezyPMS

    ezyPMS

    White Digital

    Free Project Management System for Agencies, Digital Marketers, Consultants and Start-ups. The new age platform built exclusively for digital marketing agency start-ups, individuals and consultants by a 18 year old award winning digital marketing agency. Ease of Use, specially designed for Digital Marketing Agencies. Create Projects in less than 5 minutes with start and expected end date, allot time, add tasks, assign Project Manager and Staff / Freelancers / Remote Workers for every task. Provide access to clients as and when needed. Add or remove access to staff/client as you wish. Set priority with color to identify tasks at a glance. Waiting for Your Approval. Allot and track time for every task. Time trackers for every staff. Progress bar and task status. File uploads and sharing. Rich text messaging and real time notifications.
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    ActionAtlas

    ActionAtlas

    ActionAtlas

    We are dedicated to empowering organizations with innovative project and people management tools, streamlining workflow, and fostering a culture of productivity and collaboration. Elevate your creative projects to new heights with our cutting-edge project management component. Seamlessly connecting freelancers and creative agencies, this dynamic tool revolutionizes collaboration. Enjoy centralized project details, real-time communication, and streamlined resource management, all in a user-friendly interface. Empower freelancers with project insights and provide agencies with unparalleled oversight. Within the sphere of project management, ActionAtlas emerges as a pioneer of progress and efficiency, specifically tailored for freelancers and those overseeing creative projects. Our platform revolutionizes how creative endeavors are managed, equipping users with a comprehensive set of tools aimed at simplifying each stage of project delivery.
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    RabbitWork

    RabbitWork

    Rabbiit Software

    RabbitWork is a web-based time-tracking and project-management tool for freelancers and service teams, including consultancies, agencies, and professional-service firms. Users can record hours with a timer or manual timesheet entries, organize clients, projects, and tasks, and review or approve weekly timesheets. Project and person billing rates and internal costs support reports on billable hours, budget use, costs, revenue, and margin. The product also includes capacity planning, task lists and Kanban boards, PDF reports, and exports to Excel and CSV. A Chrome extension lets users record time while working in Trello, and a REST API and webhooks connect RabbitWork data and events with other systems. A free tier supports up to two users and five projects; paid plans are available.
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    Hubnity

    Hubnity

    Fenstrade FZ-LLZ

    Hubnity is a time tracking and team management platform for freelancers, agencies, software companies, and distributed teams. It brings working hours, project budgets, activity insights, and client billing into one workspace, helping businesses connect daily work with project costs and billable services. Teams can track time automatically, assign hours to projects and tasks, approve timesheets, and review attendance. Configurable screenshots, application and website tracking, and activity timelines provide context for recorded work. Reports and exports help managers review workloads, investigate budget overruns, and prepare records for internal reporting. Hubnity also connects billable time with client invoicing, reducing the need to compile hours manually across separate tools. Organizations can tailor tracking settings to their workflows and use a shared view of time, activity, and costs to support project planning, team coordination, and accurate customer billing.
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    taskblitz

    taskblitz

    taskblitz

    Organize your work and projects into tasks and collaboratively work on them. Get rid of email chaos and use the built-in chat for fast, easy and though powerful real-time communication. Get a powerful visualization of all your tasks, milestones and appointments. Share files with your team and use a shared space for project documentation. Take notes and write project documentation together with your team. Track your work time based on tasks or projects and always have team or project reports at your fingertips. Create effectively invoices and proposals semi-automatic based on your projects and timesheets.