Alternatives to Wingmate

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

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    Pipedrive

    Pipedrive

    Pipedrive

    Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier.
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    HubSpot CRM
    HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.
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    BuildOps

    BuildOps

    BuildOps

    Are you a commercial contractor in the HVAC / Mechanical, Refrigeration, Electrical, or Plumbing industry? Get the #1 all-in-one Field Service Management Software for commercial MEP contractors. Streamline your dispatch, quoting/invoicing, service, projects, and reports. - All your metrics can be reported from one place - Monitor field tech success, identify trends, and make data-backed decisions - Attach photos, videos and PDFs easily to invoices and quotes. - From service to projects and everything in between Automate the flow of work orders and customer data, as well as invoices, from the office to the field and back again. Your office staff can see the status of each technician, their skill set, availability, and more with BuildOps. This makes planning, from emergency service to months ahead, as simple as "drag-and-drop". BuildOps boosts your revenue, maximizes profits, and improves communication between field and back-office.
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    LionO360

    LionO360

    LionOBytes

    LionOBytes is a growth-driven SaaS-based business solution provider, with a strong presence in both the USA and Indian markets. The company specializes in empowering small to mid-sized businesses with its cloud-based unified solutions, including LionO360 CRM, FSM, and ERP. These tools help businesses effectively manage customer relationships, optimize field service operations, and streamline enterprise resource planning, all while enhancing efficiency and reducing costs. LionOBytes is committed to driving business growth and enabling companies to thrive in the competitive digital landscape by offering scalable and effective solutions tailored to evolving business needs.
    Starting Price: $19 per month
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    Nutshell

    Nutshell

    Nutshell

    Nutshell is an all-in-one sales, marketing and engagement platform that helps B2B organizations work together to win deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tired of juggling separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. Launched in 2010, Nutshell is a top-rated CRM known for its affordability and user-friendliness, serving thousands of businesses globally. Every Nutshell subscription includes unlimited data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. Nutshell integrates with the software small businesses already use, including Google Workspace/Gmail, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers native iPhone and Android apps, allowing sales reps to create, search, and edit contact information in the field.
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    Starting Price: $13.00/month/user
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    Leap

    Leap

    Leap

    With Leap CRM and Leap SalesPro, our two signature software products, you can supercharge your organization with a digital process that reflects how your home improvement business sells and works. Leap helps you efficiently manage every lead, schedule every appointment, and create error-free estimates. You can also get accurate measurements, order materials, schedule your production, manage subcontractors and complete each job on schedule. When it’s time to complete the job, you can produce actionable reports, maintain your margins, and collect payments with simple online invoicing and payment processing. Leap also integrates with many of the industry-leading tools you already use, such as Quickbooks, CompanyCam, Angi, EagleView, and SRS Roof Hub. Plus, you can optimize your entire operations and access Leap’s industry-leading software on the go, whether you’re in the office, in the field, or at home on desktop, tablet, or mobile device.
    Starting Price: $79/month
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    Close

    Close

    Close

    Close is a sales customer relationship management platform (CRM) built to help you win more deals much faster. With built-in calling, SMS, and email—your team can reach leads wherever they are, with ease. Close is an “all-in-one” CRM which you can use standalone, no plug-ins or add-ons needed. Close is affordable and easy to learn. It's the perfect CRM for startups and small businesses looking to grow fast, who don't want to pay enterprise prices. Plans start at just $49/month. Close comes jam-packed with sales features to power your team, including an automatic inbox syncing, email/SMS messaging automation, Power Dialer, Predictive Dialer, call tracking and recording, VoIP, custom reporting and analytics, and so much more. Our templates are excellent for a number of fields, including real estate, B2B/SaaS, small business, finance, and beyond. Support is offered via email, phone, online FAQ documentation, and a self-service knowledge base.
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    Starting Price: $49.00/month
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    Repfabric

    Repfabric

    Repfabric

    Repfabric is a customer relationship management (CRM) software designed specifically for multi-line sales teams (i.e. reps, distributors, wholesalers, dealers, and manufacturers). It streamlines and simplifies the sales process by providing deep integration with email, contacts, calendars, and deal tracking. The platform enables users to track commissions from CRM to sale, make updates directly from mobile devices, and document sales calls using voice-to-text features. In addition to these core functionalities, Repfabric offers features such as account activity and opportunity reviews, sales numbers and trend analysis by manufacturer, and a Nearby feature to find the closest client when a sales call is canceled. The platform is supported by a full-service customer care team and an experienced data team, ensuring a smooth transition for businesses and allowing you to focus on growing your business.
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    FieldPulse

    FieldPulse

    FieldPulse

    FieldPulse is an all-in-one business management solution specifically designed for field service teams. This software provides a comprehensive platform to help users manage various aspects of their operations, from scheduling and dispatching to customer relationship management (CRM) and financial documentation. By integrating essential functionalities into a single solution, FieldPulse streamlines workflows and enhances productivity for business owners, administrators, and technicians alike. FieldPulse stands out in the market with its robust feature set, offering not only standard field service management (FSM) capabilities but also advanced tools tailored to the needs of growing businesses. These include a flat-rate pricebook, lead management, customer management tools, timesheet tracking, booking portals, inventory management, and more.
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    GeoOp
    GeoOp is job management software for small businesses working in trades and services looking to simplify their day-to-day tasks. Its a complete toolkit to help businesses save 14 hours on admin time a week, win more jobs and get paid faster. Assign jobs, create quotes and invoices, fill out timesheets and integrate directly with accounting software - GeoOp does all this and more. With GeoOp, you can replace annoying and time-consuming paper processes that are holding your business back. GeoOp is our next-generation app that allows Trade and Home/Field Service business to manage quotes, schedule jobs to staff, track job completion, send invoices and get paid faster. The GeoOP job management software helps you feel more in control by bringing all your existing manual processes online into our easy to use apps and web console. Enter client/job information once, and manage your jobs from quote to payment, saving up to 14 hours a week in admin/paperwork.
    Starting Price: $17 per user per month
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    SMART Software
    Field service management software for every industry. From streamlining routes to in-depth reporting and analysis, SMART Software is with you side by side to help your service company thrive and expand. Our top-notch software support team constantly proves itself to be the best in the business and includes on-site training. Streamline your operations while keeping all of your important customer and business data in one place. Our inventory management, equipment tracking, time management, and reporting boosts your bottom line. Keep track of all aspects of Service Issues, from ticketing and technician routing to inventory control and vehicle maintenance. We forecast vault cash differently than any processor or ATM software on the market. Our customers are returning 20% of their vault cash using ATM SMART. SMART includes a fully integrated, powerful, and successful CRM solution to manage the relationships with your customers, vendors, and sales prospects.
    Starting Price: $74.99
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    360e

    360e

    360 Enterprises

    Originally created for electrical contractors, 360e is an all-in-one quoting, scheduling, tracking and billing software that is designed by contractors, for contractors. 360e bolsters efficiency and profit while eliminating the daily operational headaches that kill profits. Powerful, flexible and easy-to-use, 360e manages everything from service calls to larger bid jobs through a single system while seamlessly connecting office and field operations. Designed for small-medium sized companies.
    Starting Price: 100/month
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    SPOTIO

    SPOTIO

    SPOTIO

    Increase Activity, Set More Appointments, And Drive Revenue With Less Effort. The Spotio Mobile App Helps Your Reps Stay Productive And Organized In The Field. This Gives You The Visibility You Need To Improve Field Sales Performance And Get Real-Time Data. Keep your reps organized with appointments, tasks, routes, sales activities, and lead notes all in one place. Get automated data entry so your field reps can be more focused and productive in the field.
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    monday.com

    monday.com

    monday.com

    Simplify the way your team works with monday.com, a cloud-based project management platform that provides customizable no-code solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and more. monday.com allows businesses of all sizes to work in an efficient environment where every team member can assign tasks, automate repetitive work, collaborate in real-time, and share files. With this platform, you can manage everything from simple to complex projects and ensure seamless communication between team members. Customizable dashboards give quick high-level overviews of every project, visual boards help organize tasks, and thanks to integrations with third-party applications such as Outlook, Zoom, Gmail, Google Drive, Dropbox, Excel you can continue working with all your existing tools within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries and verticals.
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    Starting Price: $39/month for 5 users
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    Salesforce

    Salesforce

    Salesforce

    Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.
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    Starting Price: $25.00/month/user
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    FieldPie

    FieldPie

    FieldPie

    FieldPie is a cloud-based software platform designed to boost field sales and improve cost efficiency in field service operations. Trusted by businesses of all sizes, it helps increase revenue, streamline operations, improve productivity, reduce costs, and deliver a better customer experience. As an all-in-one field management solution, FieldPie brings scheduling, task management, real-time communication, inventory tracking, digital forms, invoicing, and reporting together in one platform. Mobile-friendly by design, it gives field teams instant access to job details, forms, signatures, photos, documents, and payments—securely and on the go. Our solutions cover merchandising, in-store execution, image recognition, route optimization, field audits, field sales, and field service — all in one integrated platform. FieldPie helps your teams stay organized, keeps customers satisfied, and runs your business more efficiently.
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    Starting Price: $19 per user per month
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    TeamHaven

    TeamHaven

    TeamHaven

    Manage mobile workers using project KPIs, collect information from field activities and create a range of powerful data and photo reports to share internally or with clients. With over 28 years’ experience in field sales, TeamHaven provides a tailored, affordable solution for a range of field force and campaign needs, however simple or complex. Request a free 30-day trial and start using TeamHaven with no set-up costs or monthly subscriptions. Deploy jobs to field teams within minutes using TeamHaven’s flexible, cost-effective solution. Whether you employ your own field team, use an outsourced agency or have both full and part-time staff, TeamHaven helps you manage projects and staff all in one place. Collect data and brief teams using the intuitive TeamHaven Mobile app, available on iOS and Android. Field staff can be up and running in their local language within minutes and can complete activities without internet access.
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    B2Field

    B2Field

    SquareGPS

    B2Field helps companies in any industry around the world manage their mobile workforce operations efficiently, effectively, and pain-free. Enjoy automatic job scheduling, route optimization, managing field operations in real-time, communicating with employees and customers, and analyzing the most important business data. At B2Field we work hard every day to create the most intuitive, easy-to-use, cloud-based mobile workforce management solutions that help your business thrive.
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    C3FIELD

    C3FIELD

    Crisro Solutions

    If you are looking for a comprehensive solution with easy to use interface at an economic cost, then would suggest you to check out the product C3FIELD - The Field Force Management App. The key product features are Selfie and Geo based attendance, Team Management, Task Management, Route/Beat Plan, Product Catalogue and Inventory Management, Order Management, Shipment Delivery Management, Warehouse Inventory Management, Expense Management, Real Time Tracking, Comprehensive Reporting etc. Create sales order from the field and send them for fulfillment. Ready stock orders can be completed by Sales person on the spot and closed. Orders can be dispatched with notifications sent to sales team. Dispatched data can also be fetched from your current software.
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    FieldAssist

    FieldAssist

    FieldAssist

    Eliminate manual orders and paperwork automating sales pipeline to let your field staff add more hours to their day. Plan sales itineraries and track sales staff visits to points of sales in real time to effectively gauge sales force performance. Capture secondary sales data in real time with automated reports to assess performance and competition. Gain deeper insights, mine new sales opportunities and create personalized reports to make smarter business decisions. Improving productivity with top sales force automation software is just one part of the job. The rest is about going beyond sales force automation, making sales smarter with decisions based on accurate data measured against the right KPIs. Go live and derive results in a matter of days with lightning fast deployment and extensive orientation for field staff and sales operations managers.
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    Mobile Resource Manager
    Job Cost Inc.'s Mobile Resource Manager is a robust field service management platform that streamlines workflow by reducing data-entry and physical paperwork. Built on Microsoft SQL, this fully scalable solution features drag-and-drop scheduling, customizable color-coded status, one-click service call detail, equipment and location tracking, and service call history. Available for iOS and Android, Job Cost Inc.'s Mobile Resource Manager delivers real-time, 2-way communication that allows users to leverage existing resources (subcontractors, people, and equipment) more effectively and efficiently.
    Starting Price: $25.00/month/user
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    HubSpot Customer Platform
    Put your customers first and grow better with HubSpot’s AI-powered customer platform. Connect your front office teams through a complete view of the customer journey. Use AI-powered tools to deliver a seamless customer experience Easily adapt to emerging industry trends and technologies. Traditional CRMs alone aren't enough to drive growth. Most aren’t designed for customer connection, which is critical in an AI-driven world where customers can explore, evaluate, and buy with efficiency. HubSpot’s customer platform is so much more. It’s powered by Smart CRM that combines customer data with AI to help you adapt, products for engaging customers across the entire journey, and an ecosystem of integrations, education, and community. It’s built for businesses to connect with customers, and grow better.
    Starting Price: Free
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    SalesDiary

    SalesDiary

    SalesDiary

    A smart app for front-line salespeople to achieve set targets for them by Regional Sales Manager and track their attendance and route through smart tracking system. The retailers can avail schemes and promotions exclusive for them. The app can help to get the market surveys done and analyse the in-store shelf conditions of the retailers through photos captured on the app. With retailers distributed across regions, the distributor can plan efficient inventory allocation, stock scheduling and primary sales order booking. Payment dues and collections are well managed through the app too. Regional Sales Managers or middle management in general can immediately revise strategy to meet daily, weekly or monthly targets derived from actionable insights from the app. Classify outlets on the basis of type, business potential and profiling the outlets through survey questionnaire.
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    LogiNext Field
    LogiNext Field™ is a Comprehensive Mobile Field Workforce Management software Which Schedules and Optimizes Tasks as Per Priorities for The Dynamically Improvising Mobile Field Services Like Field Sale Agents, Field Technicians, HVAC Field Staff, Medical Reps and More Utilizing Patented Field Workforce and Work Order Management Algorithms. Dynamic mobile services and field workforce management software with load distribution and re-routing of service requests based on customers time preferences or nearest available field force agent. Cash and card management, vis-à-vis, Cash on Delivery (COD) at point of sale, electronic proof of service as image, signature, timestamp and geo-coordinates of customers.
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    FIELD FORCE CONNECT

    FIELD FORCE CONNECT

    Nimap Infotech

    Track and manage your employees by real-time location tracking. Manage your product inventory and get in-depth analysis based on sales. Communicate and collaborate with your team-mate for the project. On the spot addition of expenses reimbursement and tracking. Forms can be filled once or multiple times by any user. You can capture the location where the form has been submitted. Field Force Connect application allows you to monitor your employee’s check-ins checkouts and attendance from anywhere and at any place and time. Leads are the details gathered about an individual or representative of an organization. Field Force Connect allows creating a roster plan for employees to assign tasks and to align the entire work structure. Field Force Connect suit the business process of the Manufacturing industry by enabling Field Officers, Delivery personnel, Managers and the company benefit with Sales order placements, delivery confirmation and product movement.
    Starting Price: $5 per month
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    MobiWork

    MobiWork

    MobiWork

    MobiWork® award winning mobile workforce software solutions are a perfect fit for any business with employees and contractors that are working in the field on a regular basis. Each turnkey solution is crafted for a specific industry vertical or use cases, ready for immediate deployment, configurable and available all around the world in multiple languages for a broad range of company size (small, mid-size and large enterprises). Each MobiWork® turnkey software solution is crafted for a specific industry vertical or use cases based on industry best practices, many successful deployments worldwide and the wealth of knowledge we have acquired over the past 10 years helping companies of all sizes worldwide.
    Starting Price: $39/month/user
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    SimpliField

    SimpliField

    SimpliField

    SimpliField is an all-in-one, fully integrated mobile platform for retail operations, communications, and advanced performance analytics. We open the door for real-time, end-to-end analysis and business process optimization in a way that's never been possible before. Today, over 130 leading international brands and retailers spanning 400K stores in 65 countries trust SimpliField to help them deliver on the promise of providing their customers and their teams with an excellent experience, every day and in every store. To learn more, visit simplifield.com.
    Starting Price: $30.00/month/user
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    Sterison SFA

    Sterison SFA

    Sterison Technology

    Turn every store in to the perfect store through in-app visit management. merchandisers collect in-store data and managers control their workflow, review data and produce reports. Automate field data collection and in-store reporting with basis! Best Sales Force Automation And Retail Execution Solutions For FMCG/CPG Industries. Full visibility of tasks, sales goals, and transactional data, Orders Tracking, Accounts Receivables etc. Provides quick access to delivery plans and visibility of inventory. Full visibility into sales reps activities with monitor sales orders in real-time, measures KPI’s. Provides a high level overview of their sales targets and KPI’s. Provides with various contents about selling products in the marketplace. Supports real-time orders and stock counts, invoices, accounts settlements. Discounts, Promotions on products with perceptibility. Collecting maximum data regarding customer demand of products.
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    Pocketbiz

    Pocketbiz

    Entersoft

    Entersoft Pocketbiz® is a complete suite of Android mobile apps (Pocketbiz Sales, Pocketbiz Field Service, Pocketbiz Pharma, Pocketbiz Track & Trace, Pocketbiz Business Intelligence) that equips sales and customer service executives on filed to optimize their performance. Integrated Industrial Unit tracking with full product lifecycle and detailed cost image depiction. Interconnection of factory parts and production phases, starting with product design (R & D) and recipe definition (ready and semi-finished), keeping a detailed account of production and quality control operations and recording costs. Entersoft offers solutions tailored to the specific needs of each factory site (eg touch screens, tablets, etc.) for easy entry of movements and time and phase stamping.
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    OctopusPro

    OctopusPro

    OctopusPro

    OctopusPro is a powerful field service management software designed to streamline scheduling, booking, invoicing, and workforce management for mobile and home service businesses. Whether you operate in cleaning, landscaping, pest control, healthcare, or automotive services, OctopusPro automates operations, improves efficiency, and enhances customer satisfaction. With online booking, real-time tracking, automated notifications, and secure payment processing, OctopusPro simplifies business management, reducing admin workload and increasing revenue. Its customizable features make it perfect for businesses of all sizes. Join thousands of service professionals who trust OctopusPro to optimize workflows, enhance client experience, and grow their businesses.
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    Starting Price: $10 per month
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    COINS

    COINS

    Construction Industry Solutions

    COINS Construction Cloud is enterprise software for the construction industry, including contracting, home building and property development, engineering, service and facilities management, and equipment/plant management. COINS offers a full range of desktop and mobile applications for construction, managing opportunities, supply chain, operations, projects, accounting and financials, asses, human capital, service and customer care. It is designed for midsize to large firms and can be used by nearly any construction division or trade, from MEP to general to industrial. COINS works in partnership with its customers in the core areas of winning and performing work, managing projects, maximizing job profitability, improving employee performance, eliminating inefficient processes, controlling cash flow and managing overall company financial performance. COINS supports over 62,000 users in 21 countries from its headquarters in the UK and offices in the US, Ireland, Australia and Dubai.
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    FORM MarketX
    Sell more with FORM MarketX, the market execution app that guides, tracks, and improves performance in real-time. Create & assign dynamic tasks in a drag-and-drop builder. Guide task completion on mobile with context for teams. Gain actionable insights with real-time reporting. Schedule and send the right task to the right person at the right time—every time— using our no-code task builder. Choose from 12 task types, including image recognition, and use conditional logic to save teams time responding. Configure push notifications and alerts to track results and resolve issues in real-time. Assign photo tasks to your field sales teams and capture live images of execution from any location. See real-time execution of merchandising and SOPs with data and images geo-stamped by location, time, and user. View and export photos in PDF, Powerpoint, or shareable links for easy distribution.
    Starting Price: $25 per user per month
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    LeadPlotter

    LeadPlotter

    Lead Plotter

    Crush Your Quota. Takes the pain out of sales. LeadPlotter contains all the tools you need to run a smarter business in a streamlined, easy-to-use package. Keep reading to learn why it’s the better option for your organization. LeadPlotter is your Personal CRM and ABM that easily manages all your leads and clients, quickly plans and maps your day based on your destinations, improves customer satisfaction: all from any of your devices, anytime anywhere. Use LeadMapper to search, locate and uncover leads in your industry and turn them into clients: medical and dental offices, firms, organizations and more. Close more deals and minimize busy work throughout the sales process. LeadMapper helps sales reps and techs be more efficient and effective in the field by tracking your potential leads and paying customers on a visual map.
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    Platformax

    Platformax

    Platformax

    Use your existing contacts database, in either Excel spreadsheet or CSV format, and let the system store your contacts securely for all your future work. Apply filters to your contacts and segment them by country, company, position or any custom field. Save segments for future campaigns, too. Select your target segment, create your first automated email sequence with behavioral and time-based triggers, and include snippets to make it sound natural. With your campaigns in full swing, track their performance with Reports and start turning leads into opportunities and opportunities into closed deals. Platformax is an inside sales CRM built on more than 40 years of our co-founders’ experience in sales. We created it as a modular sales platform designed to optimize all steps of your sales process, from prospecting, lead nurturing and opportunities tracking, to sales fulfillment, order delivery and after-sales support.
    Starting Price: $9.99 per month
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    PSA

    PSA

    Canam Systems

    PSA software is designed specifically for the property restoration industry. We provide accounting, job management, CRM, field operations and data analytics in a single package for restoration contractors looking to streamline their performance and maximize profits. PSA continues to provide new and innovative solutions to eliminate duplication and provide real time updates and integrations across the insurance ecosystem. Today, over 1,500 contractors, including a number of franchise groups, across North America are using PSA solutions to advance their business. At PSA, we provide à la carte web based options, for medium to large size businesses, with everything they need to scale and grow. We aim to create a unique customer experience by giving our users a voice and the ability to drive the direction of PSA to better suit the needs of each business.
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    FieldInsight

    FieldInsight

    FieldInsight

    FieldInsight (previously Scheduleflow) is a complete scheduling and job management software solution for field service businesses. With FieldInsight, small to medium-sized HVAC businesses can quickly keep track of recurring jobs, call-backs, and service jobs through the platform's live calendar and runsheet. FieldInsight also offers a simple to use invoicing and quoting solution to help field service businesses get paid sooner and faster.
    Starting Price: $50.00/month/user
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    Shark Byte Sales and Estimating CRM
    Shark Byte was an idea dreamed up by the creators of Perfectware, industry consultants, and other service contractors. A group that has over 50 years of experience in the Mechanical Service Industry working in sales and management positions. We identified a need to create an integrated sales tool designed specifically for the Mechanical Service Contractor. As we talked with contractors it became clear there is not a solution that meets all the needs. The available options include single disconnected tools, add-ons to service management software, or customizing other commercial CRM packages. So, we designed a solution that encompasses a customer and sales tracking CRM, mobile surveying tool, contract and project estimating, and electronic proposal generation. Throughout the design and programming process, we surveyed contractors to validate Shark Byte methodology and tools and, to create the best Sales Relationship Manager for the industry.
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    Dynamics 365 Field Service
    Resolve customer issues the first time, every time. Dynamics 365 for Field Service provides clarity and transparency at every step of the process when a customer calls for help. From letting customers know their request for service has been received, to providing specific details on which technician is being dispatched and when his or her arrival can be expected, to follow-up details, and to providing confirmation when the problem is resolved. Ensure consistent and dependable operations by predicting, detecting, and resolving service issues before your customers even know there’s a problem. Build customer trust and loyalty by giving technicians and service managers the right tools and the information they need to resolve problems the first time. Deliver exceptional onsite customer experiences while optimizing resources and costs by dispatching technicians when and where they’re needed most.
    Starting Price: $95 per user per month
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    Knowify

    Knowify

    Knowify

    Knowify is a robust job costing and project management software designed for commercial subcontractors and residential remodelers. Accessible always and from anywhere, Knowify helps increase construction efficiency by offering a wide range of tools covering job costing and estimating, bids, contracts, service work, time tracking and scheduling. Know and grow your business with Knowify.
    Starting Price: $149.00/month
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    inSitu Sales

    inSitu Sales

    inSitu Sales

    Insitu Sales is a company that specializes in providing innovative sales solutions for businesses in the wholesale, distribution, and manufacturing industries. inSitu Sales provides a comprehensive mobile sales application that features route management, order taking, inventory management, other tools to streamline the sales process. Equip your sales teams with mobile devices and access to real-time data, enabling them to efficiently manage customer interactions, track inventory, and process orders on the go. Providing an all-in-one cloud based mobile order management system with ERP integration (QuickBooks®, Xero, SAP and Excel). Insitu Sales offers B2B eCommerce solutions designed to facilitate online transactions between businesses. Our B2B eCommerce platform provides a user-friendly interface where businesses can create their online catalogs, showcase their products, and enable customers to place orders directly through the platform.
    Starting Price: $34.99/month/user
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    SalesRabbit

    SalesRabbit

    SalesRabbit

    SalesRabbit is a sales enablement service that’s built around a mobile app. The app helps sales teams assign areas, track their progress, make the best decisions in the field, and constantly get better at their craft. It has all the tools salespeople want, from lead tracking to DataGrid, which enables them to target the best prospects and know everything about a potential customer before they even knock on the door. Most importantly, they work personally with your company to make sure you’re getting the results you need.
    Starting Price: $25 per user per month
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    MarketSharp

    MarketSharp

    MarketSharp Software

    MarketSharp is a simple-to-use, web-based customer relationship management (CRM) software solution designed specifically for contractors, remodelers, and home improvement professionals. With mobile accessibility and enterprise-level features that include task scheduling, project estimation, lead management, and project management capabilities, MarketSharp helps create satisfied referral-giving customers, generate more qualified leads, close more profitable sales, and increase production volume.
    Starting Price: $70.00/month/user
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    Appify

    Appify

    Appify

    No-code apps that IT and developers will love. Build robust, secure, enterprise-grade apps that connect to your existing systems with the Appify no-code app platform. Choose from an ever-expanding list of pre-built Appify Apps to digitize any business process. With our no-code platform, easily update an app to make it your own. The Appify no-code platform gives IT team the power to digitize any process — and integrates with existing systems. To go faster we need to deliver tools to our teams faster. The technology to do that is No-Code. Appify is an enterprise-grade no-code platform that makes it easy to deliver sophisticated mobile apps to your employees and customers. At Appify, the people on our team are like family so making sure we all believe in the same values is important to us. A platform that abstracts from the backend code so that you can quickly drag-and-drop your apps into being.
    Starting Price: $25 per user per month
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    RapidStart CRM

    RapidStart CRM

    Forceworks

    RapidStart CRM is the most Simple CRM solution on the Microsoft Stack. Purpose-built with feedback from thousands of users. You can be up and running in minutes. You can have RapidStart CRM integrated into your Outlook or Microsoft Teams environments in a few more minutes and at no additional cost. RapidStart CRM is completely “unlocked” for further customization by you, your partner, or with our help. You can build solutions to almost any business challenge on our foundational data model. RapidStart CRM includes exclusive features like our quick steps buttons for “one-click” record creation, record hashtagging, our RapidStart settings app, full documentation dashboards and our how to integrated video user training toolset! These capabilities and much more can be added to RapidStart CRM, with just a few clicks.
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    Bella FSM

    Bella FSM

    Bella FSM

    Bella FSM (Field Service Management) is a powerful, cloud-based software solution built for small to medium-sized service businesses. It provides everything a service company needs to manage daily operations in one easy-to-use platform. With tools for scheduling and dispatching, work orders, estimates, invoicing, inventory tracking, and customer relationship management (CRM), Bella FSM helps businesses reduce paperwork, eliminate inefficiencies, and improve communication across teams. The software is fully mobile-friendly, allowing technicians and staff to access job details, capture customer signatures, and process payments in the field. Business owners benefit from real-time reporting, QuickBooks integration, Stripe payment processing, and customizable features that adapt to their unique workflows.
    Starting Price: $59.00/month/user
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    Followup CRM

    Followup CRM

    Followup CRM

    Followup CRM is a simple sales and project management CRM built for construction companies that will give you visibility into your team’s activity, allow you to report your progress internally, and open up channels for transparent collaboration across teams. In other words, exactly what you need to take the next step as a successful business. Convert won opportunities to projects seamlessly without losing any data. Track milestones, manage processes, and integrate with external systems to ensure on-time delivery and happy customers. As every business knows, winning a client is only the beginning. Keeping everyone involved aligned in delivering the product or service, is the most important part of any customer relationships.
    Starting Price: $55/user/month
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    Verizon Field Force Manager
    Verizon Field Force Manager is a workforce management solution that encompasses everything from mobile timesheets and barcode scanning to remote scheduling and geofencing. It provides the visibility needed to drive efficiency in the field and the data needed to streamline processes for all types of organizations. Small businesses that rely on efficient, customer-oriented field team performance to succeed. Medium-sized and large enterprises with either large field services or remote employees requiring back-office connectivity. A wide range of Public Sector agencies with mobile workforces and teams in the field. Monitor worker hours with mobile timesheets and use digital verification for faster billing. Record reimbursable mileage, parking and tolls, and digitally send data to the office. Track inventory, productivity, payroll costs, job performance and service satisfaction.
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    2GO Mobile

    2GO Mobile

    2GO Mobile Solutions

    2GO Mobile Solutions’ goal is to provide mobile software solutions for small- to medium-sized business where mobile solutions were typically too expensive. Industries serviced by 2GO Mobile Solutions include: heating/ventilation/air conditioning (HVAC), food and beverage distribution, wine and spirits distribution, produce delivery, plumbing, and in-home healthcare. Often these industries are driven by smaller companies with field employees (technicians or delivery drivers) who work remotely from the main office and may not have direct access to inventory or customer information. 2GO Software Solutions’ products run on mobile phones, allowing field employees to stay connected to their office while working remotely.
    Starting Price: $69.00/month/user
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    Pointman

    Pointman

    Pointman

    The team over at Pointman have created a native application supported by desktops, tablets, and smartphones on iOS or Android. Virtually a 'dream come true' solution for teams that operate with inside and outside members that work together to serve customers. Back-office teams and management have a full suite dashboard which keeps field staff and customer data organized, and efficiently queued to reap maximum performance results. Field team members can utilize the mobile-friendly version to communicate, guide, and check on customer data. Owners and leaders can make better business decisions using the highly customizable automated reports that will identify improvement opportunities. A perfect 360-degree solution for the entire team.
    Starting Price: $90 per user per month
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    ClientTether

    ClientTether

    ClientTether

    ClientTether’s leading franchise management software was designed and built by franchisors to fundamentally change their system’s ability to scale growth, provide customers with an incredible experience, and to create meaningful engagement to boost retention and bolster their online reputation. It has grown to be the #1 Franchise Software in 2024 and the leading Franchise Sales CRM in the industry. Because we’ve been in our clients’ shoes, we made our franchise platform incredibly easy to use, simple to deploy, and powerful, so they can spend their time running their business and not letting their business run them. We help service businesses and FranDev teams optimize their lead response, sales, quoting, online reputation management, and operations processes through natively integrated automation tools including text, phone, email, chat, and internal communication. This is all tied to a CRM platform designed to support franchising and multi-site service companies with Data.