I recently tried out Insightly's servise and I absolutely appreciate it! It's extremely intuitive and user-friendly, making it easy for me to keep track of all my customer relationships as well as manage projects. Plus, the pricing is very affordable compared to some of the other similiar to this project management systems out there - a total win! I highly recommend Insightly.
Based on our record, Anaplan 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.
Anaplan (anaplan.com) is an option as you'll need to setup an integration via tray.io. They are not add-ons but separate applications that will take your Xero data and replicate a copy of the data into Anaplan. Once the Xero data is in Anaplan you'll be able to do the detailed Cash Flow. I don't work for any of the companies discussed here. Source: about 1 year ago
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.
Prophix Software - Prophix develops Corporate Performance Management (CPM) software that automates important financial and operational processes.
Zoho CRM - Omnichannel CRM for Businesses of all sizes
Oracle Hyperion Planning - Oracle Hyperion Planning is an Excel and web-based planning and management solution that integrates planning, forecasting and budgeting into one unified solution.
Copper - Copper (formerly ProsperWorks) is easy-to-use customer relationship management for small businesses. Capture contacts and sales leads direct from Gmail with our simple CRM.
Planful - Planful is an online development platform with different remarkable services and features that enable users to make a rolling forecast, helping their business meet with every change.