AuditFile is a secure, cloud-based solution that helps CPA firms and internal audit teams perform efficient audits, reviews, and compilations.
Easy to use and I got a training with them online when I got stuck with my password. It was nice to see my staff could just pick it up no problem.
Based on our record, Copper seems to be more popular. It has been mentiond 1 time since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
I've seen Copper CRM work quite well for contractors (assuming that your team is using or open to using Google Workspace - if you're not using Google Workspace, I'd probably ask why not? But then recommend you to use Pipedrive if you're not willing to switch to Google Workspace). Source: over 1 year ago
Hubdoc - Hubdoc gets your key financial docs in one place, automatically.
Zoho CRM - Omnichannel CRM for Businesses of all sizes
AdvanceFlow - Financial Audit
Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.
Funding Gates - Funding Gates provides credit screening, monitoring and collection tools that enable small businesses to better manage their receivables.
Freshsales CRM - A full-fledged CRM for high-velocity sales teams.