Agile CRM alternatives

Ranked alternatives

1. 1
   
   EssentialPIMPaid

   EssentialPIM is a multi-functional and multi-platform personal information manager designed to keep people updated all the time and allowing them easily manage their tasks, notes, appointments, contacts, passwords, and much more. The single version is enough for managing these complex areas of a hectic life.

   The main reasons behind using the management and tracking services of this tool are to keep all of the information in a centralized place, access to the unprecedented synchronization features, cross-linked and tagged data system, and securely storing data in an advanced AES security system. EssentialPIM is available in both free and paid versions with differences in the number of features and functions available to access. The unprecedented synchronization system contains support for all leading cloud services and lets users manage their tasks and to-do lists from all connected platforms.

   EssentialPIM alternatives
2. 2
   
   Todo.txtFree

   Todo.txt is a simple and fun to-do list manager platform for tracking projects and tasks of all kinds in a plain text file. This is a kind of software and operating system available in portable, searchable, and simple format. Dealing with task management activities and files is not an easy task, but this tool makes it simple and possible. It lets the users open the text files created by other to-do list-making platforms as well.

   Simplicity is the main advantage of using this platform as it ensures the users are not going to find too many drop-downs, checkboxes, reminders, and date pickers in it. Todo.txt focuses more on managing tasks with few keystrokes and taps. The synchronization of Dropbox will let you manage all the files on the touchscreen mobile devices and easily synchronize all of the changes to all connected devices.

   Todo.txt alternatives
3. 3
   
   Task CoachFree

   Task Coach is a simple and open-source task and to-do manager that lets people manage and keep track of their to-do lists and tasks efficiently. This platform is designed for dealing with composite tasks and tracking real-time performance. It is available for both desktop and smartphone devices. It is free for desktop devices, while the smartphone version is paid one.

   The features of Task Coach for desktop devices and smartphones are a little different; however, the basic purpose is the same, and that is to offer a simple to-do and task management system. Task Coach offers support for creating, editing, and deleting main tasks and subtasks. The users can assign a subject, description, start date, due date, completion date, and an optional reminder. It contains what needs to be included in an advanced tasks management platform.

   Task Coach alternatives
4. 4
   
   CherryTreeFree

   CherryTree is a multifunctional hierarchical note-taking application featuring different functions like syntax, storing data in multiple file formats, rich text, and much more. It also offers task management tools to its users in the shape of image handling, multi-level lists handling, simple tables handling, execution of codes, spell checking, alignment of text, printing, and saving in PDF format, and much more.

   The image handling system of CherryTree allows the users to insert an image in the text, edit it, and then save them as a PNG file. It is also possible to execute code for code boxes and code nodes as well. The command and terminal per syntax system are configurable in the preferences dialog area. Apparently, CherryTree seems to be a very simple and easy-to-use task management platform, but the fact is that it is designed for dealing with the complex nature of tasks and projects.

   CherryTree alternatives
5. 5
   
   StrikethruFree

   Strikethru is a to-do list notebook for managing work lists and staying updated with the important tasks. The unique part of this tool is the Live List system that only lists the user reference when it comes to working on their tasks. In addition, this live list contains important tools like a to-do list today and a rolling today list.

   The to-do today list system remains live just for the current day, and at the end of the day, the user needs to account for every task on the list. Therefore, this system is perfect for people dealing with many different tasks daily. Another option is a rolling to-do list for those tasks that need more time to do, and this list does not expire until it is fully marked.

   Strikethru alternatives
6. 6
   
   GTDNextFree

   GTDNext is one of the best ways to deal with unlimited projects and subprojects. This platform can also be used for getting full command control on the to-do list workflow as well. Before starting with, the willing users first need to create a free account, and after that, they can start managing their entire life in a more systemized way.

   Some advantages of using this tool are access to the outliner-style interface-containing tool, full compatibility with GTD rules, and ease of use. The user-friendly and simple interface of the platform will let you zoom in easily and collapse the outline to view all or just part of the projects. The active and vibrant community of GTDNext will assist you in managing all of the activities more professionally.

   GTDNext alternatives
7. 7
   
   Things 2Free

   Things 2 is one of the best personal task management platforms for iDevices allowing its users to achieve their goals by simplifying them. Once you start using this tool, you will realize things never seems overbearing or messy, no matter the length of the task list, and these are managed professionally. This tool’s unfolding and lovely animations keep the users at the perfect place and give them access to the super-fast search tools if they get lost.

   The new version of this app is worth exploring because it has been completely rebuilt from the ground with delightful interactions, timeless new design, and powerful new features. In the new version of this app, you immediately get a sense of how it works. Using this tool, you can add as many details as you want if you are not happy with the default options.

   Things 2 alternatives
8. 8
   
   DropTaskFree

   DropTask (now known as Ayoa) is a visual task management tool designed to make everything simple to get maximum output from any activity. This visual task and day-to-day activity management platform is perfect for managing tasks, to-dos activities, and much more. It is available for PC and smartphone platforms and allows the users to enjoy the great benefit of synchronization among all connected devices. This tool lets you visualize the complete details including progress, status, and working on a specific task. It lets its users visualize their workflow by mapping out their project cycle using Kanban-style boards for different stages within the project.

   DropTask alternatives
9. 9
   
   FacilethingsFree

   Facilethings is the ultimate solution for getting things done perfectly. It is a perfect means for starting to live a more productive and surely less stressed life. This platform’s GTD system lets the people easily up and runs entire things from a very fast minute. The platform is not free; however, you can access all of its features and functions for the thirty-day trial period.

   Start using Facilethings and get your life under control with habits of stress-free productivity. Three key benefits of using this tool are keeping the mind free, turning chaos into calm, and feeling everything is under control. You will be given full control to define the stuff you capture and decide what you do with this platform. It will also allow you to put everything in its place, as there is a place for everything.

   Facilethings alternatives
10. 10
    
    Bitrix24Free

    Bitrix24 is a simple to-do list management tool. It is a kind of social enterprise platform that works as a note-taking and to-do list managing activities and works as a collaboration platform for CRM, projects, and tasks management. This unique and united-based workspace handles many areas of daily tasks and operations. It is available in both paid and free versions. However, the free version is only for personal and small businesses.

    Its main advantages are instant access for one dozen users at once, an advanced PM system, access to source code, easy access to mobile applications, and management of time and invoice. Moreover, in case of using it as a work and collaboration platform, users will get access to services like tasks and project management, CRM, chatting and video conferencing, social network usage, access to many open channels, documentation, email server, and email server availability, etc.

    Bitrix24 alternatives
11. 11
    
    FavroPaid

    Favro is a project management tool that helps marketers, developers, and executives to track plans and growth plans swiftly. Its main goal is to provide a simple but great project management solution for startups, game developers, agile enterprises, professional services, and many other organizations. It enables users to include features and famous integrations whenever they need them. The user can design the need and size of a project according to their need. It grants the flexibility to plan with the help of customizable boards and hierarchical backlogs. Other than this, it also offers visibility for teams and projects.

    To boost the efficiency of an individual or an organization, it authorizes users with a mobile app for both Andriod and iOS users. Teams can track their growth easily via smartphone, tablet, or laptop via the app. Also, it facilitates users by allowing them to share workspace and boards with other clients and partners. One of the most interesting facts about this solution is that it offers a personal to-do list feature that helps your employee create a more focused workflow to help them achieve their tasks with more perfection. Calendar, timesheet, board templates, time reporting, estimation fields, and dashboard are the solution’s core features.

    Favro alternatives
12. 12
    
    ForecastPaid

    Forecast is a project management and resource scheduling solution for organizations with integration, automation, and time tracking. With AI’s help, it learns from the user and automates the setup, scheduling, and management of projects. It offers tools for time tracking, estimating, workflow management, deadline tracking, reporting, and more. Using these features, a user can create projects within budget and on time.

    It grants tools to boost productivity and preparation like task cards, labeling, task delegation, project overviews with a budget, tracking, deadlines, and spending data on delivering projects profitably. This tool also facilitates users by offering features like commenting, labeling, and mentioning. Unlike most of the leading solutions, it also offers a drag and drop interface that allows you to manage work more quickly. Its other prominent feature includes resource scheduling, time planning, permission management, filtered views, employee management, collaborative forecasting, data import and export, capacity monitoring and much more.

    Forecast alternatives
13. 13
    
    MySurveyLabPaid

    MySurveyLab is online survey software that empowers all types of businesses, professionals, and non-government organizations for custom survey creation, provides real-time analytics & reporting, and automates the response process. It can be used for digital, sales, customer, market research, experience, or employee insights. This tool knows the strength of teamwork due to which a user can operate in a team, access rights for surveys, and assign different roles.

    Thanks to the HTTPS/SSL surveys encryption, all the information about any organization or individual is safe and sound. To ensure a high level of security, it also offers security policy management, password strength verifications, and even logs so that organizations can keep an eye on different accounts. The user can operate this software on any device, including PC, tablet, laptop, and mobile. This cloud-based app also grants a huge variety of languages to make things easier for the user.

    MySurveyLab alternatives
14. 14
    
    Qualcy QMSPaid

    Qualcy QMS is a comprehensive quality management system that allows the biomedical device, complex engineering, and pharmaceutical organization to maintain their assets, documents, records with audit trails, automated reminders, FDA and ISO compliance, e signature functionality, audit trails, traceability, and more within the single platform. It allows the user to fill the requirements for 21 CFR part 11 and 21 CFR Part 820. With the help of this tool, users can handle the training, records, NC, CAPA, files, documents, and control audits and complaints. It also offers a management system that allows the user to view and access their essential documents quickly.

    All documents act per AS and ISO standards as well as FDA regulations. The access control tools make sure that only the approved person has entrance to raw documents of an organization. To help streamline the user workflow, the software offers users a single place from which to check their notifications and projects. Qualcy QMS also enables users to attach as many files as they need to create a record that makes it better than others. One of the most interesting facts about this solution is that it supports PDF printing capabilities, data export, and task assignment tools to deliver a complete experience.

    Qualcy QMS alternatives
15. 15
    
    AthennianPaid

    Athennian is a solution to handle critical data and automate organizational documents. It is a cloud-based tool that enables users to handle legal items like LLCs, partnerships, corporations, and trusts in over 180 global jurisdictions. It automatically reminds the Stakeholders when they are needed to upload, consent, sign documents, confirm information, or financial statements. Users can now automate annual minutes and track filings via the recurring date reminders and automate document assembly.

    Securities can be maintained via the automatic issuing of resolutions, ledgers, consents, and stock certificates. The Streamline workflows authorize the users to keep addresses and manage identities over numerous companies and entities. It also permits complete tracking of managers, officers, directors, and governance rules. Governance matters require documents, AGMs, and various other tasks that can be automated through it. The best thing about this platform is that it comes with a complete template management library with some new tools to make it a comprehensive solution. Athennian also includes core features such as access control, filing forms library, e-signature capture, document assembly, securities management, collaboration, and much more.

    Athennian alternatives
16. 16
    
    Expiration ReminderPaid

    Expiration Reminder is a powerful solution that assists businesses by tracking the expiration dates for different things, including contracts, insurance, employee certifications, licenses, and more. Users can handle upcoming revisions in a single place and install a reminder to keep in touch with the things going to expire. The organization can enable workers with individual login for management and maintenance of items. It helps users to manage the expiration dates via guided processes by contacts, employees, and categories.

    Moreover, the user can import expiration dates and contacts through the CSV file or excel spreadsheet. Users are given the invitation through email after being included in the system. All the users, including customers, employees, vendors, etc., will get an automated notification through mobile alerts or email when some expiration date is about to come. It also comes with a contract management system that makes it better than others. Expiration Reminder core feature includes filtered views, custom fields, attachments, custom reminders, categorization, auto-renew acknowledge, file upload, email invitations, contact management, etc.

    Expiration Reminder alternatives
17. 17
    
    Process StreetFree

    Process Street is the perfect software that enables businesses to automate and develop forms, workflows, standard operating procedures, and workflows. It offers businesses the easiest method to handle teams recurring workflows and processes. Users can develop different process documents and can add different files, including videos, sub-tasks, images, email templates, and more in those documents. It works as collaborative workflows and checklists and offers secure data protection.

    Businesses can cooperate on different processes for various devices, share various templates with their customers privately or openly with the world. The user can automate tasks, gather form fields, and transfer data to various other applications with Process Street. There is also a complete workflow management system with some new tools that make it better than others. It also includes core features such as process management, approval process control, dynamic workflow, simple dashboard, and much more. Process Street offers three different price plans; each plan has its own cost and owns specific features.

    Process Street alternatives
18. 18
    
    BynderPaid

    Bynder is digital file management and secure transfer soliton for various organizations. It allows sharing, A-powered search, customizable branded portals, and more. It grants the ability to store documents, videos, files, pictures, filtering, custom branding, search functionality, easy sharing, and integrations. Its main motive is to grant organizations space to share and store their essential data safely.

    It doesn’t have any user limit, specially designed for businesses, which means that you can welcome your whole team members or even the complete organization to collaborate and inspect files or documents. Not only it manages files, but also it the user to organize as well as share files with other individuals. It also entitles team members to comment on files and collaborate in real-time. Filters and tags make it easier for a user to locate the content within seconds.

    Bynder alternatives
19. 19
    
    PushCrewPaid

    PushCrew (now known as VWO Engage) is an online push notification platform that online content publishers use, SaaS and B2B marketers, and eCommerce store owners. It is also known as a marketing automation solution that helps users reach out to their subscribers, website visitors, and customers by sending push notifications to whatever browser or mobile device they are using. It comes intending to help them get higher click-through rates and expand their email marketing list. With the help of this push notification platform, users will communicate better with their clients.

    The best thing about this platform is that it allows its users to add images, emoticons, and call-to-action buttons to their push notifications that make it more interesting and enable them to send targeted and personalized alerts. A tracking and reporting feature enables users to know how effective their push notifications marketing strategy is. Like most web-based solutions, PushCrew also offers a simple yet powerful dashboard where users can easily access all tools and features. Its most prominent feature includes segment subscribers, send multiple calls to action, the latest notification status, metrics and reporting, a simple interface and send expiry notifications, etc.

    PushCrew alternatives
20. 20
    
    Weclapp Cloud CRMFreemium

    Weclapp Cloud CRM is an easy cloud-based customer relationship management software that allows companies to gain new customers and retain them. The platform helps companies in identifying customers and generating leads while maintaining a long-term relationship with them. It also provides comprehensive information to the brands about their new customers, which increases customer satisfaction.

    The platform offers a communication platform also, which enables the companies to interact with their customers and enables them to check old conversation of them with the customers. Weclapp Cloud CRM provides users with campaigns through different channels that attract prospects to their services and products. It enables sales teams to convert their contacts into sales through the systematic lead management feature of the platform. Moreover, for customer retention, the platform allows users to stay in touch with their customers and inform them whenever the client sent them an email.

    Weclapp Cloud CRM offers companies an effective collaborative platform that allows employees to chat with each other and enables managers to distribute tasks anytime from anywhere to everyone. Furthermore, it provides secure online storage for all documents which can be accessed from anywhere by the whole team. It comes with a German company certified security service of ISO 27001, which offers the storing of data in an audited FFM computer center. Weclapp Cloud CRM comes with a free trial and a paid version, while customer support is available through email and phone.

    Weclapp Cloud CRM alternatives
21. 21
    
    OntraportPaid

    Ontraport is an online marketing platform that allows businesses to create and launch automated marketing campaigns and promotional pieces, such as pop-up forms. The platform helps the companies to store the clicks and purchases of the customer through their campaigns to manage further dealings with them. Moreover, businesses can design their specific emails and enable them to deliver these emails to the right person.

    It allows the businesses to send appointment reminders, and product offers and purchases confirmations directly through text messages. Moreover, it also allows the companies to create their attractive landing pages to get the required attention of the visitor to join their list.

    Ontraport also provides complete data to users to help them in understanding which campaigns and offers are generating more conversions. The in-depth insights into this platform help the users in creating more relevant marketing campaigns, which helps the businesses in converting leads into sales more.

    Ontraport alternatives
22. 22
    
    ProofPaid

    Proof or UseProof is a personalization software for the users to personalize their website for every visitor separately. This feature enables the website owners to increase the conversion rate and provides an exclusive user experience. Its Experiences feature allows the users to personalize every single text or image for each user without writing code.

    Proof has extra content adding a feature that allows the developers to add more content to their websites to keep the users engaged. The dashboard provided by the software enables the users to view how well their personalization is working in the form of reports.

    It allows the website owners to segment their content according to the people visiting the site. Users can add social proof to their website, which helps them in increasing their credibility. Proof offers a live visitor count feature, which also increases customer engagement and builds trust. It offers integrations with other platforms to enhance productivity.

    Proof alternatives
23. 23
    
    MyHubPaid

    MyHub is a communication and engagement solution that drives the efficiency of teams to help them in collaborating with each other. The solution is cloud-based, which requires no software hassle and no technical experience, and teams can create interactive intranet in minutes. Teams can create pages, images, and logos into their intranet pages and offers a wide range of pre-built templates for various purposes.

    The solution helps the teams in adding different modules such as forums, blogs, forms, or file storage places along with the private or group messaging feature. The best thing is that it provides a dedicated customer manager that helps teams in setting up their intranet projects. MyHub comes with site permissions, including individual pages and modules which could be assigned according to the job roles. Manages to get the right to allows users to create and edit any content or synchronize them with other platforms such as Google, Okta, etc.

    MyHub alternatives
24. 24
    
    SweetProcessFreemium

    SweetProcess is a platform that is famous for making documenting standard operating procedures efficient and easy to help the clients stay focused on their business. The platform allows businesses to empower their teams to do their job accurately by documenting tasks in a single place to avoid repetitive emails. It helps businesses to create and ensure the correct adoption of business policies.

    Users can share these policies with the employees to ensure that essential maintaining standards are in place to protect the business. It provides a platform for users to craft and refine their processes to keep their business growing.

    SweetProcess enables managers to manage tasks and view where their employees are and which tasks they are working on. Moreover, they can look back in the history of any task or procedure to see how it was done. Lastly, users can set up teams through it to see how their company is following the policies.

    SweetProcess alternatives
25. 25
    
    KeapPaid

    Keap is a reputable customer relationship management and marketing automation platform that allows enterprises to grow business via enhancing their brand. The platform permits you to take an automated approach to streamline the business operation via proper optimization of a customer life cycle, e-Commerce, and lead capture. The software allows you to make more informed decisions at the spot of your sales that can improve your customer service and enhance sales.

    Keap benefits you with the email message whenever a new lead is made, and existing clients can receive reminders, emails, and text, and your’s all the interaction is at the same place. The software allows you to build a campaign, invoicing clients, tracking, and managing leads that provide ideal scenarios to grow your business. The vital features include client management, email marketing, appointments, marketing automation, invoices and payments, integrations, reporting and insights, quotes, and more to add. Keap can be valuable for your business productivity and all the business services available for your comfort to lift business at home.

    Keap alternatives