CleverMemo Alternatives and Competitors

Scheduling, signature management, billing, forms automation, prospecting funnel and more. To ensure you don't have to fight with software or to juggle between multiple systems to make sense out of it. But rather make sure it just delivers the results to you and to your clients.

Work with our team of implementation experts to create a software solution aligned with your coaching process. Coaching management software is designed to empower your coaches while making it easy for you to measure how well each coaching relationship is working.

The software offers a simple drag and drop Program Editor to create varieties of program layouts for your clients. The software offers tools to customize each module by adding videos, text, and additional resources. Create interactive documents for your clients and track progress with a visual Kanban board. It integrates with Zoom. Small, Medium companies make use of the software.

Coachmetrix eliminates reliance on traditional paper workbooks, email communication, and anecdotal feedback. It adds depth and accountability to your program, offering executive coaching tools that measure your effectiveness and ROI. Quite simply, it allows you to keep up with tech-savvy, busy coachees and show your clients the proof of their investment. An online leadership development and executive coaching tool that combines the features you need to optimize your process and continually measure your coachees’ behavioral changes with ongoing pulse feedback.

Coaching that matters is coaching that challenges. You don’t want to babysit clients, but you don’t have to leave their follow-through to chance. There’s a better way to support your clients while keeping them on track, focused, and motivated. But coaching, made up of conversations that make a difference, is largely that: intangible. You know your coaching ability is the real deal, but how do you convince someone new to coaching that it’s more than a notebook and a phone call? Coaching doesn’t have to look “woo woo” from the outside; there’s a better way to show off what your clients get when they hire you.

Invite clients to create a secure client account portal to collaborate easily with you. Set goals and assignments, share resources and session notes. Build a deeper level of engagement with your coachees. CoachVantage helps you deliver impactful coaching results to transform the lives of those whom you coach. Manage your coaching workflow seamlessly from one platform. You won’t need to make annoying tweaks to your processes or juggle a bunch of different apps just to ‘make things work’. CoachVantage is purpose-built for coaches and designed with your workflow in mind. You’ll be better organized and more productive.

Satori gives you everything you need to start, grow, or streamline your online coaching practice in one beautifully simple package. We’ve designed it from the ground up to be perfect for coaches so you can relax knowing everything’s taken care of. See why thousands of coaches use Satori to automate admin, deliver stellar client experiences, and grow their coaching practice with confidence.

TheCUBE business coaching platform allows your coaches and clients to seamlessly connect in one single view to track and manage business performance, helping your clients achieve their true potential in work and in life. Schedule client meetings easily, set agenda, record notes, assign actions, and manage history in a secure space. Design your clients personal and business vision, business values and 90 day action plans assigned to business team members.

Simply.Coach is an online coaching management platform designed to help to streamline and simplify the coaching practice. Combining powerful features from across the entire client journey, Simply.Coach helps to create a beautiful and cohesive experience for each individual client. From tracking goals to getting stakeholder feedback, managing progress to integrating calendars, Simply.Coach provides all the tools necessary to run a successful coaching practice. With cutting-edge features such as a digital resource library, they have everything users need to keep information organized and easily accessible for both user and their clients. Simply.Coach makes it easier than ever before to build relationships with clients, outline clear strategies for success, and achieve long-term results by guiding them every step of the way. Its comprehensive suite of features simplifies the process of creating a professional and efficient coaching practice that not only looks good but feels great too – ultimately improving outcomes and increasing earnings! Experience the power of Simply.Coach today invests in the right platform now so that users can focus on delivering the best results possible tomorrow.

Coaches Console is an efficient practice management system that automates and organises a wide range of coaching practices within a unified portal. It is a feature-rich solution that caters to helping professionals such as coaches, nutritionists, fitness consultants, wellness providers and more. Coaches Console provides new and established functionalities helping professionals develop their brand and related services for individual clientele in an efficient manner. Also, this professional services automation software comes laden with a variety of features enabling seamless business. Coaches can depend on the same to build professional coaching websites of their own and promote their services in an instant. They can even add contact forms, additional pages and lead magnets as per requirements. Moreover, private client portals offered by the same let professionals maintain detailed notes and client information including appointment schedules and workout plans accordingly, without compromising on the data part. Also, packed with a variety of client management features, it enables seamless client wise progress tracking, updated goals and organised customer-professional relationships. Bonus features like scheduling, billing, email promotions, reporting, content delivery, technical support and virtual assistant make Coaches Console a highly sought after software.

Nothing in your business works in isolation, so it’s important that the software from different parts of your business works together. This is what IFTTT (which stands If This Then That) can deliver for your business. Sometimes apps and programs can seem to be incompatible, and it’s difficult to share data between them, which can make collaboration and connecting all the different areas of your business a serious challenge. IFTTT is a free tool that aims to help build those connections so that your apps and devices will share data in a seamless way. One of the main parts of IFTTT is its applets. This is a chain of simple conditional statements, which are triggered by things that change in other popular web services. This can include programs such as Gmail, Instagram, and Facebook. It also provides services, which are the apps and devices that people use every single day.

Qashboard is the financial management platform today's professionals need to efficiently monitor their finances. With Qashboard, users can link all their financial accounts in one secure dashboard that provides a comprehensive overview of income, spending, investments, debt, and net worth. The intelligent platform utilizes powerful AI to analyze transaction data and identify spending trends over any timeframe. Users gain precise insights that allow for smarter budgeting, planning, and optimization of cash flow. The easy-to-use interface prioritizes key analytics while still giving access to granular details on demand. Users can set custom budgets, project future scenarios, and receive personalized tips that support their financial goals. Qashboard also enables seamless automation for tasks like bill pay and transfers. Whether planning for retirement, managing business finances, or simply gaining control of their money, professionals can have confidence in Qashboard as a versatile tool for taking charge of their financial world. With industry-leading data security and 24/7 support, Qashboard has the features and reliability today's professionals need.

Online Checkwriter is a cloud-based software which prints checks online for any bank, on any blank check paper using any printer. It helps in cutting costs by allowing a business to use blank check paper vs. stocking pre-printed checks. Online checkwriter also detects fraudulent checks and supports multi banks and multi checks. It can accept payments by phone, email, and fax and can facilitate sending of checks via postal service. They are experts in expense log, printing multi-bank deposit slips and making cheque drafts. The infrastructure is secure after rigorous security checks and is upgraded to integrate with Quickbooks online and with most of the mainstream banks. Essentially, online checkwriter is a simple and secure on-demand platform for check printing software, keeping your finances secure and in order. It integrates seamlessly with any bank, thereby effectively blocking any unauthorized or forged checks from hitting into your account. They also offer services for routinely reconciling your cleared and uncleared checks, printing deposit slips online for any bank, connecting to QuickBooks, and also printing QuickBooks checks on Blank Check Paper.

Drag links to Gmail and turns it into a collaborative workspace providing a single inbox to manage projects, sales, marketing and customers. Users can, for example, manage shared emails like "sales@" and "support@" from inside Gmail. The team can easily use such accounts as they use their own. The software also has features such as internal team chat, due dates, tasks, calendar integrations and a drag board which is in a Kanban Layout for production scheduling. Users can switch between the default list view and a Kanban view with no loss in functionality. They can also sort emails under different columns for better visual organisation. There are a lot of colour-coding options for different time-zones, urgency levels and other factors. The software can also sync with the user's Google Calendar for smoother data flow, and users can view at a glance what their team members are working on and assign tasks accordingly.

Supermetrics is a performance management tool that offers solutions to bring all marketing metrics in one place. Relevant data sets can be pulled from several sources using integrations with Google Analytics, Google Ads, Facebook, Bing, Twitter, Linkedin, and other marketing platforms. Supermetrics for Google Sheets allows users to report, monitor effortlessly, and analyze in Google Sheets and provides all the metrics and dimensions users may need. Users can even automate manual data transfer and save time with automated reporting. Supermetrics for Google Data Studio lets users build world-class marketing reports and dashboards in Google Data Studio. Users can connect to PPC, SEO, social, analytics, and other marketing platforms and compare Google Ads, Facebook, Instagram, Twitter, Linkedin, and Bing campaigns in the same charts. Marketing reports can be created quickly using built-in templates. The software integrates with AdRoll, Stripe, Yandex, Metrica, MailChimp, Quora Ads, Optimizely, Searchmetrics, Criteo, Instagram, Pinterest, Reddit, Tumblr, Vimeo, VKontakte, and many more.

Ecanvasser is an outreaching, organizing and analytics application for political campaigns that functions as an efficient way to win more votes. Users can leverage it to receive intuitive insights about their electorates through a connected digital infrastructure. It helps organizations to connect their regional offices under a single campaigning infrastructure and streamline their voter contact and relationship management efforts. With smarter insights, users can realize better consultancy results with immediate and higher impact on the campaigns of their clients. It empowers users to reach out to their target audience on their doorstep and in the community right through the mobile canvassing app. Other outreach features include survey builder, casework manager, and email blasts. The Analytics Feature sifts through the campaign stats to view even the activities of individual team members. Advanced features such as map view and database filters further help to visualize data sets.

OneSaaS is made up for two different solutions for two different audiences. OneSaas Hub is designed for use by web developers. There is also OneSaas Apps, which allows you to connect your business apps together so they can share data back and forth, seamlessly, and automatically between your key business systems. These systems include ecommerce, CRM, email marketing, accounting, billing and invoicing, and fulfilment. OneSaas Hub allows web developers build what the company calls a Spoke. This is the between your own app and the OneSaas Hub. This then enables you to connect to everything else on the OneSaas Hub immediately. This data automation platform can help you improve the user experience you provide to customers on your website. You can also use OneSaas to do things like delivering your integrations as a feature of your app, using iFrame, SSO, auto-provisioning and your global stylesheet.

ScreenScape offers simple plug-and-play solutions to turn televisions and other display devices into dynamic digital signs. To begin with, the provided hardware is connected to a display device. Content tools are provided to allow users to create content and publish it on-screen for awareness and engagement. The connected screens can be monitored using the internet by all the team members and stakeholders, using ScreenScape's website. The content on the screen can be updated and managed with ease. There's a lot of information accessible to the user regarding their screens. They can view statuses like CPU usage, memory, and storage. Viewing of hardware details is possible, and users can also set up a playlist of content that they want to showcase. ScreenScape accounts can be connected with leading platforms such as Dropbox, Google Drive, Instagram, Facebook, and other data sources for the user's screens. There's also a comprehensive media library, themes and control sharing options available.

Voicea is a voice collaboration platform provided by EVA, a language assistant of the company. EVA keeps notes, identifies important moments in the conversation, and then activates them in each cooperation system used. EVA accepts voice commands, and summaries of meeting all it requires is to tell EVA what to do and see how it works. Voicea is the leader in the development of a language assistant exclusively dedicated to working and designed to meet the requirements to increased productivity. It combines meeting events with the rest for a collaborative workflow, expresses notes and actions, and - mail, salesforce and uses basic voice commands to perform certain actions. EVA platform is suitable for any meeting: teleconferences, direct calls and face-to-face meetings. You can see a live speech and all minutes from previous sessions at any time from your desktop or mobile application; individuals can use the platform, medium-sized businesses and small businesses.

myPOS is an integrated payment solution that provides a number of ways to take payments from customers. myPOS’s mini card readers allow you to take card payments via a mobile terminal that you can take anywhere. The myPOS Online service allows your business to take card payments through websites and mobile apps, as well as by email or phone. You can accept payments online through a customized link that you can email to customers, and use the myPOS virtual terminal to process phone, fax and post orders from your myPOS account through any computer with an internet connection. You can also add a myPOS payment button to your website that affects single transaction, fixed amount payments.