Compare FreeAgent vs Toolyt vs Planio

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Crozscore:

82%
what is this?
68%
46%
no significant changes

Crozscore:

67%
what is this?
100%
25%
interest falling

Crozscore:

89%
what is this?
89%
46%
interest falling
FreeAgent screenshot view 1 more Toolyt screenshot Planio screenshot view 2 more

Software Description:

More than 40,000 small businesses and freelancers are discovering an easy way to manage their books and invoicing. Say hello to FreeAgent.

FreeAgent is an award-winning online accounting system specifically designed to meet the needs of small businesses and freelancers. FreeAgent puts you in control by taking the jargon out of accounting and giving you real-time visibility of how your business is performing.

FreeAgent lets you manage your expenses and invoices, automatically chase payments, import bank statements and explain transactions and submit estimates/proposals. Any changes you make automatically update your accounts, giving you complete visibility of your income and expenses and showing your real-time profit position.

Software Description:

Toolyt SFA is intended to fit the necessities of numerous administration ventures. It is adaptable and simple to utilize. Field Force Tracker conveys a conclusion-to-end arrangement that addresses all features of Service Lifecycle Management. We field benefit organizations deal with their arrangements, dispatch portable representatives, and receipt for the administrations.

Toolyt SFA's answers are created with industry specialists to convey the usefulness you have to address the particular difficulties and novel business needs in your particular industry. Our demonstrated arrangement refreshments you're existing foundation and can convey quick advantages appropriate out of the crate. With unmatched broadness and profundity to upgrade your administration lifecycle, Toolyt FSA is the arrangement of the decision to enhance consumer loyalty, streamline and synchronize forms, and convey positive monetary effect to your association. Select your industry to take in more about how our industry driving programming can help your association.

Toolyt SFA offers field benefit administration arrangements fit for a scope of big business organizations. Whatever your industry, run it insightfully with Toolyt SFA.

Also, you can integrate with your:

  • Existing CRM & Lead Management Tools
  • HR & Team Management Software
  • Billing or order management Tools
  • Attendance or Leave Management Tools
  • Customer Support or Ticket Managment Tool
  • Existing website

Solutions:

  • Instant Notifications to Managers
  • Improved Operational Efficiency
  • Customizable forms for Data Collection
  • Improve efficiency by Enabling Offline Mode
  • Instant Approval for Expenses via Manager's App
  • Add Expenses & Monitor Claims
  • Schedule Visits and Get Approval
  • Report shows Visits Accuracy
  • Enable Document or Photo collection
  • Assign tasks or visits and Monitor
  • Automatic Daily, Weekly & Monthly Reports

Benefits:

  • Ensure Optimal Allocation of Leads & Jobs
  • Add Expenses and Bill on the go
  • Structures Work Flows as Per your Company
  • More Efficient Reporting
  • Daily Remainders & Morning Report
  • Gain Instant Visibility of Lead, Conversion etc.
  • Improve allocation of resources using field intelligence.
  • Realtime Monitoring field Officers
  • Custom Reports for CEO's or Top Level Managers
  • Instant Capture Customer Feedback
  • Access to product Information & Documents

Software Description:

Perfect for Software Teams

Software development teams use Planio for issue and bug tracking, agile workflows and handling customer requests.

Planio is a cloud-based project management suite. It includes issue tracking, Gantt charts, Kanban boards, a help desk, team chat and repository hosting.

Data Protection and Independence

Planio is built on open-source Redmine. That means you retain data independence, rather than being locked into one vendor. Your data is hosted on Planio-owned servers in Germany subject to world-leading data protection regulations.

We offer a free data migration carried out by our engineers for all paid plans to get you started quickly. Phone and email support is also included on all paid plans.

Thousands of Businesses Use Planio

Today, over 40,000 people in thousands of organizations in 98 different countries use Planio to work together effectively.

Features:

  • Balance Sheet
  • Billing/Invoicing
  • Dashboard
  • Expense Tracking
  • Forecasting
  • Multi-Currency
  • Payment Processor
  • Payroll
  • Project Management
  • Timesheets
  • Customer Management
  • History/Version Control
  • Notifications
  • Accounts Receivable
  • General Account Ledger
  • Tax Management

Features:

  • Sales Motivator
  • Task Scheduling/Tracking
  • Call Tracking
  • Click-to-Dial
  • Route Optimization
  • Contact Sharing
  • Inventory Tracking
  • Customer Management
  • External Integrations
  • Lead Management
  • Multi-User
  • Lead Scoring
  • Notifications
  • Travel Management
  • Project Management
  • Data Export
  • API
  • Contact Management
  • Data Import
  • Conversion Tracking
  • Data Visualization
  • Budgeting
  • Expense Tracking
  • Email Integration
  • Forecasting
  • Supplier Management
  • Dashboard
  • Scheduling
  • Calendar Management
  • File Sharing

Features:

  • External Integrations
  • Multi-User
  • Notifications
  • Data Import
  • API
  • Data Export
  • Calendar Management
  • Scheduling
  • Dashboard
  • Data Visualization
  • Video Courses
  • Personal Learning
  • Corporate/Business
  • Employee Training
  • Gamification

Summary:

  • Create beautiful, customisable invoices straight from your FreeAgent account, add payment links and set up automated invoice reminders and thank you notes.

  • Automated bank feeds import your transactions daily and you can explain 'money in' and 'money out' in an intuitive interface. FreeAgent then builds up your real-time accounts for your company and gives you a live view of your business cash flow.

  • Effortless expense and time tracking

  • Send beautiful estimates and proposals

  • FreeAgent's Dashboard brings together your invoices, expenses, bank accounts and more, helping you keep your business on the right trajectory.

  • Clear project profitability so you can keep an eye on project income and expenses.

Summary:

  • Increase Field Force Productivity by 40% by Automating Workflow

  • Track your field team Live (Optional)

  • Expense approval & Reimbursement

  • Schedule Visits (meetings), Remainders and Tracking

  • Realtime Task Management

  • Daily, Weekly & Monthly Performance Reports

  • Product Catalogues - Share with clients over SMS & Email

  • Jobs/Service Management

  • Claim Management

  • Attendance for Field / Sales Officers

Summary:

  • Issue Tracking

  • Project Management

  • Version Control

  • Help Desk

  • Wikis

  • Chat

Premium

$9.00
1 user(s) / month
Included in plan:
  • Attendance
  • CRM
  • Jobs/Services
  • Delivery Tracker
  • Task Manager
  • Expense Manager
  • Visits Manager
  • Order and Payment
  • Unlimited Hosting

Silver

$19.00
5 user(s) / month
Included in plan:
  • 3 Projects
  • 2 GB Storage

Gold

$39.00
10 user(s) / month
Included in plan:
  • 7 Projects
  • 15 GB Storage

Diamond

$59.00
20 user(s) / month
Included in plan:
  • 15 Projects
  • 30 GB Storage

Platinum

$99.00
45 user(s) / month
Included in plan:
  • 40 Projects
  • 50 GB Storage

FAQs:

    No FAQs associated with this application.

FAQs:

    Does this service offer guides, tutorials and or customer support?
  • Yes we provide 24x7 support via email,ticket and call.

  • Does this service integrate with any other apps?
  • You can integrate with any tool which has API exposed or hosted online. If you need support in integrating with existing tool such as Zoho, Salesforce etc. we can help you integrated

  • What platforms does this service support?
  • Android, Web and iOS

  • What is this service generally used for?
  • Toolyt is generally used for companies with sales guys or field officers on the road. You create or customise your field workflow and start using Toolyt in 20 minutes.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yeah, you can customise the whole hierarchy as per your companies structure

  • Does this service offer an API?
  • Yeah we do provide an API

  • Who are the main user groups of this service?
  • Pharma Companies, Insurance companies, Banks, FMCG, Telecom, Hardware, Online/ecommerce, Manufacturing, Equipments, Mutual funds, Banks

FAQs:

    What platforms does this service support?
  • Planio is a web-based platform with iOS and Android mobile apps.

  • What is this service generally used for?
  • Software development teams use Planio for issue and bug tracking, agile workflows, version control and responding to customers via the help desk.

  • Who are the main user groups of this service?
  • Software development teams use Planio to work internally or with clients.

  • Does this service integrate with any other apps?
  • Planio provides integrations with Bitbucket, Github, most chat services and more.

  • Does this service offer an API?
  • Planio has a a well documented REST api.

Publisher:

Founded:
2007
Based in:
Edinburgh
Employees:
51-200
Likes:
Followers:

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
5.68k
Followers:
19

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other:

Regional Restrictions:
No restrictions.

Other:

Who uses Toolyt
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Planio
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
Arabic, Bulgarian, Hebrew, English, German, French, Japanese, Spanish, Chinese, Czech, Persian, Greek, Danish, Estonian, Hungarian, Italian, Korean, Dutch, Norwegian, Portuguese, Catalan, Lithuanian, Polish, Romanian, Russian, Serbian, Slovak, Slovenian, Swedish, Thai, Turkish, Ukrainian, Vietnamese
Regional Restrictions:
No restrictions.
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