Atfinity Alternatives

Rocketlane is a purpose-built customer onboarding and professional services software that helps you shorten time to value, delivers a 5-star customer experience, and maximize margins. Rocketlane brings project management, resources, financials together i...Read more about Rocketlane

Motion.io is client onboarding software that enables your business to automate information collection, streamline project communication, and elevate your customer experience. Motion.io's perfect blend of project management and client portal software prov...Read more about Motion.io

Travitor makes it easy to create, deliver, and track training. Plus get hundreds of top-rated courses in Compliance, Business, Safety, and Personal Development included. Help your teams do great work with featured courses like Harassment Prevention for E...Read more about Travitor

Designed for small to large pet care businesses, Time To Pet is a pet care software that helps manage client databases, appointment scheduling, customer invoices, employee payments and more. It allows managers to create, manage and track services for staff...Read more about Time To Pet

Bigin by Zoho CRM is a pipeline-centric CRM that is built and priced for small businesses. Minimal by design and focused on greater ease-of-use, Bigin brings spreadsheets-like simplicity to CRM and allows anyone to get started in under 30 minutes without a...Read more about Bigin by Zoho CRM

Pipefy is the AI-enhanced process automation platform that conserves IT resources and empowers business teams to build and deploy up to 85% of workflows — no coding knowledge or third-party specialized services firms required. Standardize, streamline, and...Read more about Pipefy

Digemy is a cutting-edge adaptive learning solution that takes a fresh approach to traditional training methods. By leveraging the latest advancements in technology, Digemy offers a highly engaging and effective learning experience that is tailored to the ...Read more about Digemy

Onboarding Suite is a customer onboarding solution, offering various tools to manage the entire customer onboarding process, from identity verification to account setup. The customer onboarding suite provides you with Aadhaar-based KYC, DigiLocker integrat...Read more about Digitap

HoneyBook is the centralized clientflow management platform that empowers independent businesses to deliver remarkable client experiences and operate with confidence. Use one platform to see what’s happening with all projects. Manage each stage, from inq...Read more about HoneyBook

ClientPoint is a cloud-based document and proposal generation solution that allows users to create, send, manage and track documents, proposals, contracts, brochures and more. It’s suitable for sales, business, marketing and client success teams in almost...Read more about ClientPoint

Process Street is the world's first Process Management Platform powered by AI. We help teams share their core processes, then transform them into powerful no-code workflows. Start with employee onboarding to set up new hires for success, then build all so...Read more about Process Street

ShareFile is a cloud-based file sharing and content collaboration solution for businesses of all sizes. Key features include virtual data rooms, client portal and on-premise storage options. Securely send, share, get feedback, approvals and even e-signatu...Read more about ShareFile

Plaid is a cloud-based financial solution that helps users establish a connection between applications and bank accounts to access banking data. It allows to authenticate accounts, check balances, verify identity, validate income, verify assets and more. ...Read more about Plaid

ChurnZero is a cloud-based customer success management platform, which helps subscription businesses to understand their product reception among customers, predict the likelihood of subscription renewals and automate the processes of enhancing customer exp...Read more about ChurnZero

SmartKarrot allows Customer Success and Account Management teams to handle their Customer Growth (Expansion & Retention) and Scaling Growth operations efficiently (through Intelligence & Automation). 1. Built on a foundation of Augmented Intelligence, Sm...Read more about SmartKarrot