Page 7 - Top Canopy Alternatives

TaxFlow

TaxFlow

TaxFlow is a tax workflow management app that helps users organize tax documents, ensure compliance, and optimize financial strategies for personal and business taxes.

Holistiplan

Holistiplan

Holistiplan is a tax planning software that analyzes tax returns to create customized reports and offers tools for insurance risk management, aiding financial advisors.

CustomBooks

CustomBooks

CustomBooks is an accounting and inventory management app for small to mid-sized businesses, offering real-time tracking and integrated financial operations.

Onexla

Onexla

Onexla is a cloud ERP that manages accounting, payroll, POS, HRM, CRM and related business processes for integrated operational and financial management.

vtenext

vtenext

vtenext is an open-source CRM software that integrates marketing, sales, and customer service, featuring a BPM engine for process automation and improved organizational productivity.

Inkle

Inkle

Inkle is an accounting and tax platform for U.S. startups, automating compliance tasks and providing bookkeeping support through chat with licensed professionals.

Ansarada

Ansarada

Ansarada is a secure platform for managing high-stakes financial projects, offering tools for data sharing, collaboration, and document management in M&A and fundraising.

Ontraport

Ontraport

Ontraport is a no-code software that automates marketing and sales processes for service businesses, offering features like CRM, email marketing, and campaign tracking.

Vendasta

Vendasta

Vendasta is an ecommerce platform for partners to sell digital products to SMBs, offering marketing automation, CRM, and project management tools.

ForceManager

ForceManager

ForceManager is a CRM app that helps sales teams track activities, manage territories, and optimize field operations for increased productivity.

SYDLE ONE

SYDLE ONE

SYDLE ONE is a corporate digital platform that integrates solutions for process automation, data management, CRM, analytics, and more for efficient business operations.

Pricefx

Pricefx

Pricefx is a cloud-based pricing optimization and management platform that helps enterprises analyze, plan, and execute pricing strategies effectively.

Tubular.io

Tubular.io

Tubular.io is a sales pipeline software that organizes leads, helps close deals faster, and generates reports quickly, tailored for collaborative teams.

PlanPlus Online

PlanPlus Online

PlanPlus Online is a productivity CRM that offers task management, calendar integration, contact management, and sales automation for improved organizational efficiency.

User.com

User.com

User.com is a marketing automation platform that enhances customer engagement through various communication tools and analytics for improved conversion rates.

Upwex

Upwex

Upwex is an AI browser extension for Upwork that automates proposal generation and provides analytics to enhance freelancing efficiency.

StarterCRM

StarterCRM

StarterCRM is a web-based CRM app for small businesses that helps manage customer data, track leads, and improve customer relationships.

Tall Emu CRM

Tall Emu CRM

Tall Emu CRM is a customer relationship management app that helps businesses manage contacts, automate sales and marketing, and improve customer service.

Platformly

Platformly

Platformly is a business management and marketing automation tool that tracks campaign performance, customer interactions, and provides customizable dashboards for data analysis.

Koban

Koban

Koban is a French CRM platform for SMEs to manage customer relationships, integrating sales, marketing, administration, and support on an easy-to-use, mobile-friendly software.

Pega

Pega

Pega is a low-code platform for process management and digital transformation, enabling automation and integration to improve business operations and customer engagement.

Keeper

Keeper

Keeper is an app that helps accountants and bookkeepers communicate with clients, manage receipts, and reduce month-end close time, integrating with QuickBooks Online and Xero.

Teknovate CRM

Teknovate CRM

Teknovate CRM is sales and marketing software that tracks activities, captures leads, automates communications, and helps manage customer relationships and business operations.

SellCRM

SellCRM

SellCRM is a CRM platform that helps businesses manage customer data, track sales opportunities, and automate tasks to improve sales efficiency.

Erpisto

Erpisto

Erpisto is a cloud-based ERP platform for midsize to large enterprises, offering features like accounting, CRM, HR, inventory and supply chain management across various industries.

ProPricer

ProPricer

ProPricer is proposal pricing software that helps create, manage, and analyze cost proposals efficiently for government contractors.

Setupad

Setupad

Setupad is a monetization platform for publishers that optimizes ad revenue through flexible tools, managed services, and real-time analytics.

GetAccept

GetAccept

GetAccept is a digital sales room tool that streamlines document workflows, enabling collaboration between buyers and sellers to close deals efficiently.

PipeRun

PipeRun

PipeRun is a CRM tool for managing sales processes, centralizing data, automating tasks, and analyzing performance for improved customer interactions and sales strategies.

Quick FPA

Quick FPA

Quick FPA provides free estimation tools for creating detailed project scopes quickly, helping to maintain budget compliance.

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Page 7 - Top Canopy Alternatives - WebCatalog