• Client CRM – Manage leads and contacts without bloat. Track notes, follow-ups, deal stages, and dollar values at a glance.
• Task Manager – Focus on your next right action instead of endless to-do lists.
• AI Assistants – Business-aware automation for cold outreach, lead generation, and email writing.
• Growth Tools – Smart lead finder, email templates, local SEO, and networking playbooks.
• Business Planning – Guided worksheets to turn ideas into money-makers.
Why Choose Stackedo?
Most CRMs are built for sales teams. Stackedo is built for you. It’s affordable ($89/year, or free to start), fast to set up, and focused on the three jobs you actually need—not a hundred features you’ll never use.
Perfect for coaches, consultants, freelancers, service providers, and any entrepreneur working from home.
SiteAnchor is construction management software that centralizes operations on one platform. It offers tools for leads management, estimates, scheduling, daily logs, crew time tracking, and invoicing. A job board tracks statuses and timelines, while client portals share photos, invoices, and messages. Role-based permissions manage data access, with owners controlling financial visibility. The platform streamlines estimates and invoicing with templates, e-signatures, and one-click document conversions. Geo-fenced crew tracking logs time, and weather-aware daily logs document field activities. Scheduling flags conflicts, and PDF/DXF tools allow on-site blueprint edits, with clients viewing read-only versions. Leads management includes source tracking, review requests, and material price alerts. QuickBooks Online integration syncs financial data. Additional features include subcontractor bid management, progress billing, work order dispatch, and IFC model viewing.
Care Plan Pro AI is chiropractic management software that simplifies creating, presenting, and collecting patient care plans. Practitioners can build plans in under 30 seconds using customizable templates, detailing diagnoses, treatment timelines, and costs through a guided visual walkthrough. This helps patients understand their condition, treatment duration, and financial commitment. The software integrates with Stripe for payment processing, offering options like pay-in-full, recurring payments, or memberships. Payments can be made in-office, via email links, or at the front desk. An AI voice agent, Karrie, follows up with patients who haven’t accepted their plans, answering questions and providing payment links. Practice Pulse tracks care plan acceptance rates, revenue, and doctor performance. The platform supports membership plans, recurring billing, and concierge services. Care plans can be exported as PDFs and emailed to patients.
MeetDrop is a lead capture app for people who meet buyers in person — at trade shows, conventions, expos and site visits.
After a conversation you tap the microphone and describe who you just met, in your own words. MeetDrop pulls out the name, company, email and what they actually wanted, reads their business card if you photograph it, and drafts a personalized follow-up email from the conversation rather than from a template. You press send.
A badge scan gives you a name and a job title. It cannot tell you what the person said, and the rental ends when the hall closes. MeetDrop keeps the conversation attached to the lead, works at every show, and pushes into your own CRM org on Pro.
Free for 15 leads, no credit card required. Event Pass $49 per show, Pro $99/month, Team $199/month.
PageTend is a managed website platform for small businesses, handling site creation, hosting, and maintenance. Business owners request updates via email instead of using dashboards. The platform offers design templates to match brand identities and builds fast-loading HTML sites served from edge servers. Business details like name, location, and contact info are structured for search engine visibility. PageTend also manages Google Business Profiles, keeping hours, services, and photos updated, monitoring unauthorized changes, and responding to reviews. Monthly reports provide performance insights in simple language. Domain registration stays in the owner"s name for portability. Technical maintenance, including software updates, security protocols, and SSL certificates, is fully managed, preventing issues like outdated plugins or expired certificates. Content updates are handled via email, typically completed within one business day.
Sully Booking is the flat-rate alternative to expensive reservation platforms like OpenTable, ResDiary, and SevenRooms. Built specifically for independent restaurants and pubs across the UK and Ireland, Sully gives you every feature you need to manage reservations professionally — without the per-cover charges, long contracts, or complex pricing that comes with the bigger platforms.
One plan. Every feature. £29/month.
Sully includes an embeddable booking widget that works on any website (WordPress, Squarespace, Wix, or custom-built), plus a shareable direct booking link for Google Business Profile, social media, and email signatures. The widget is fully customisable to match your brand colours and automatically adjusts to mobile, tablet, and desktop screens.
From the dashboard, restaurant owners and managers can view bookings across calendar, list, and timeline views. Create manual bookings for phone or walk-in reservations. Assign guests to specific tables. Confirm, modify, or cancel bookings with automatic email and SMS notifications to guests. Reply to customers directly through built-in two-way email messaging — their replies appear right back in the booking thread.
Deposit collection and no-show protection are built in. Venues connect their own Stripe account, so card holds and charges go directly to their bank — Sully never touches the money. If a guest no-shows, the venue can charge a fee with one click.
Menu management and pre-ordering allow venues to upload PDF or photo menus, which are automatically read and extracted using AI. Menus are organised into groups (e.g. "Sunday Lunch Menu", "Comfort Menu") with day and time availability, so customers only see relevant menus when pre-ordering. Large parties can be required to pre-order in advance, reducing kitchen surprises.
SMS notifications are supported via Twilio integration — each venue connects their own account and pays Twilio directly (roughly 4p per UK text). Automatic confirmation, reminder, cancellation, and modification texts can be toggled on individually, with fully customisable message templates.
Analytics and reporting give venues visibility into booking trends, peak times, average party sizes, revenue estimates, and month-over-month comparisons.
Additional features include custom booking fields (dietary requirements, special occasions, high chairs), special occasion/holiday hour overrides, message templates for quick replies, multi-venue management from a single dashboard, and Meta Pixel integration for tracking booking conversions from Facebook and Instagram ads.
Setup takes around 15 minutes. There are no contracts — cancel anytime from the dashboard. Every new customer is covered by a 14-day money-back guarantee.
ChaseDocs is a client document-collection tool for professional firms and agencies. You send one branded, no-login link; your client uploads files and answers questions from their phone; automated reminders chase them until everything is in; and AI reads every upload to check it is the right document, for the right period, readable and complete — then names it for you.
Most firms collect documents through an email thread, then a WhatsApp message, then another WhatsApp message. Files end up buried in chats, nobody is sure what is still outstanding, and someone on the team loses hours a week to chasing. ChaseDocs replaces that with a structured request and a single link. The message still goes over WhatsApp; the files never do.
How it works:
Build a checklist of documents to upload and questions to answer. Save it as a template and reuse it for every client.
Send it over WhatsApp or email, chosen per request. Your client gets a branded link that needs no account and no password.
They upload from their phone. Progress saves as they go, so they can stop and come back.
Reminders go out automatically until the checklist is complete, and stop when it is.
AI checks each upload and flags problems before you look. You accept it, or send it back with a note.
What makes it different:
Messaging-native. Requests and reminders go out over WhatsApp, the channel most clients actually answer. Email is a first-class channel too; choose per request.
AI validation on every upload. Each file is read and checked for document type, the period it covers, readability and completeness — including whether an ID or passport expires too close to the date you are collecting for — then auto-named. A human still approves; the AI does the first pass, so you are not opening twenty files to find the one that is wrong.
Your cloud, not ours. Uploads route into your firm's own connected Google Drive. ChaseDocs keeps the checklist, the validation result and a pointer to the file — never the documents themselves. It takes a transient, encrypted copy for the AI check and deletes it immediately after.
No-login client portal. A tokenised magic link, branded to your firm, built mobile-first. No account, no password, no app to install.
Who uses it: accounting firms and bookkeepers (bank statements, tax forms, KYC), corporate secretarial and compliance teams, corporate immigration and relocation firms (assignee passports, degree certificates, employer packs), education providers and study-abroad consultancies (student passports, transcripts, test results), digital agencies (copy, briefs, client photos), and travel agencies and tour operators (passenger passports, visas, health certificates).
Document types are data, not built-in country templates, so a firm in Kuala Lumpur, London or Chicago sets it up the same way.
Click2Export is a productivity add-on specifically designed for Dynamics 365 CRM and Power Apps. It streamlines the process of exporting data from the platform. It allows users to export various types of data with just a single click, including Dynamics CRM Reports, Word/Excel templates, and CRM Views data.
Click2Export offers the option to schedule exports to run at regular intervals, eliminating the need for manual intervention. After exporting the data, Click2Export lets you perform various actions with it, including downloading it for offline use, uploading it to SharePoint, attaching it to a note, or automatically sending it via email.
RosterMaker helps intramural sports managers save time and reduce chaos with automated team management tools.
Features:
• Automated game reminders via email and SMS
• Player availability tracking with simple YES/NO/MAYBE responses
• Season-based pricing (not per-game)
• Integrated payment processing with Stripe
• Schedule imports from TeamSideline and Plano Parks
• Multi-team support with customizable communication templates
• Real-time response tracking and weekly summaries
Perfect for recreational sports leagues, intramural coordinators, and team managers who want to spend less time on logistics and more time on the field.
TRooInbound is a progressive HubSpot development agency with the right mix of marketing gurus and web development professionals, who are highly devoted to every task they take, applying insights from their in-depth experience of working with diverse clientele across different industry concerns. We excel at different HubSpot services not only marketing material development such as blog development, landing page development, email template development, infographic development, but also website development and migration services too! We ensure you get the most quality leads and that too organically so, that your business prospers.
Notiflows replaces the notification system you'd otherwise spend months building and forever maintaining. Every message your app sends to its users - in-app, email, push, SMS, web push, and chat - orchestrated through visual workflows and triggered with a single API call.
Design notification scenarios visually: steps, delays, conditions, digests, batching, throttling. Ship a real-time in-app notification inbox with production-ready React components - WebSocket-powered and drop-in ready. Let non-engineers own templates and messaging. Swap providers without touching code. All of your user communication, one platform, zero notification code in your codebase.
Buiiild combines a salon's own website and its management software. In a few minutes, a hair salon, barbershop, beauty institute, nail salon or spa picks a template, enters its name and gets a real website on its own domain, connected to the Studio: team calendar, 24/7 online booking, client records, point of sale, stock management, SMS and email reminders sent in the salon's name, gift cards and an online shop. No commission on appointments, and the price does not change with team size: EUR 49.90 per month or EUR 499 per year, with a 30-day free trial and no credit card required. Available in 11 languages.
Machtask runs repeatable team work as structured requests.
The form, required steps, team handoffs and deadlines defined once, then applied to every request.
The right team gets the work, workers see what to do next, and everything is done correctly, visibly, on time.
Best for finance; HR; procurement; claims; risk/governance; contact-centre; and shared-services teams running high-volume repeatable work with frequent handoffs.
Machtask is for teams whose processes live in email templates, spreadsheets, SOP documents, and the heads of experienced people. It turns any process into a structured and automatic process with an SLA.
Put your business on rails today with Machtask.
Jemalys Plume is a French-language AI writing assistant for small businesses. A delicate e-mail, a reply to a customer review, an announcement: say the tone, the recipient and the idea, and Plume writes a clean text ready to send, then keeps it in the history. Ten templates (payment reminder, reply to a review, refused quote, announcement, official letter and more); an editing chat to rework the text (shorter, firmer); full history found in one click. Works with your own AI key (Claude, Mistral, Gemini, ChatGPT) or with Ollama running locally. Installed on your own Windows PC: no subscription, no cloud, a one-time licence. Free online demo on jemalys.fr.
EveryTask helps professionals and small teams move client documents from first draft to final sign-off without losing context in email threads.
Edit, annotate, fill, organize, redact and sign PDFs in the browser. Keep documents in projects, create reusable templates, invite clients to review through a link, and collect comments, approvals or signatures in one place. Clients can review and act on a document without needing an EveryTask account.
It is built for agencies, consultants, real-estate teams, field-service businesses and other client-facing teams that need a clearer way to manage proposals, contracts, reports, forms and other important documents.
Movidmo is a free browser-based video and image maker built for small businesses making marketing videos and social ads.
Its free AI image and video generators feed into editable projects — instead of re-prompting for every change, you open the AI output in the editor and adjust it directly. That workflow is Movidmo's core difference from pure prompt-based AI video tools.
You can also start building content from ready-made templates (including restaurant promos, daily specials, happy-hour spots, grand openings, catering, and customer reviews) or from a blank canvas. Everything runs in the browser — no downloads, no installs.
Experian's Email Validation and Verification service is designed to help organizations ensure the accuracy and deliverability of their email communications. By validating email addresses in real-time at the point of entry or through batch processing, this solution enhances customer engagement and optimizes marketing efforts.
Key Features and Functionality:
- Real-Time Validation: Instantly checks email addresses during data entry, ensuring they are correctly formatted and deliverable.
- Syntax and Domain Verification: Identifies and corrects common errors in email addresses, such as typos and misspellings, and verifies the validity of domains.
- Spam Trap and Profanity Detection: Filters out harmful email addresses, including spam traps and those containing inappropriate language.
- Disposable Email Address Removal: Detects and removes temporary or disposable email addresses that may become inactive over time.
- Flexible Deployment Options: Offers integration through APIs for real-time validation and batch processing for cleansing existing email lists.
Primary Value and User Benefits:
By implementing Experian's Email Validation and Verification service, organizations can significantly improve the quality of their email data, leading to higher deliverability rates and more effective communication with customers and prospects. This solution helps maintain a positive sender reputation, reduces bounce rates, and enhances the overall return on investment for email marketing campaigns. Additionally, it supports compliance with data quality standards and minimizes the risks associated with inaccurate or harmful email addresses.
DocSender Pro is a document collection platform built for professional services firms — accountants, bookkeepers, and law firms — who need to gather documents from clients without endless email threads and lost attachments.
Staff create reusable Bundle templates (e.g. "Annual Tax Return Documents") once, then assign them to any client in seconds. Clients receive a secure magic-link invite — no password, no app download — and upload documents from a mobile-first portal. Staff track progress in real time: what's uploaded, what's outstanding, what's been reviewed and approved or sent back for changes.
Key features:
Reusable document request bundles, assigned per client
Magic-link client authentication (no accounts or passwords for clients)
Mobile-first upload portal
Automatic PDF merging of multi-file uploads
Approve/reject individual documents with client-facing feedback
Automated reminder emails with client-controlled pause
In-app discussion thread per request for quick clarifications
Full English and Hebrew support (UI + client-facing emails)
Multi-tenant workspace isolation, per-firm branding
Lead Outreach Agent is an AI lead generation and prospecting tool that turns your target audience into reachable prospects — each with a public email or phone number and a ready-to-edit outreach message.
• Contactable-only leads — every result is verified against its public source; entries without a usable email or phone are removed
• Targeted search — define your audience by niche, country, and company type
• Clean public data — scans websites, social media, and directories, dropping duplicates and invalid profiles
• Context + draft — each lead includes why it fits and an editable cold email you can personalize
• Use-case templates — client acquisition, sponsorships, SaaS prospecting, and coaching outreach
• Send from your own inbox — no separate cold-email tool to set up
• Fair credit model — searches that return no contactable leads are refunded automatically
• Built for agencies, founders, and sales teams running cold outreach — with privacy
CadenceCX is a command center built specifically for Customer Success and Customer Experience leaders at small to mid-size SaaS companies. It consolidates the tools, workflows, and intelligence that CX leaders rely on daily into a single workspace, eliminating the constant tab-switching between spreadsheets, Google Docs, and disconnected platforms that fragments attention and slows execution.
It's designed around how the work actually happens: preparing for a QBR, tracking account health before a renewal conversation, pulling together metrics for an executive update, capturing customer feedback before it gets lost in Slack.
Key capabilities include:
Strategic Accounts — Track account health, renewal timelines, and customer activity in one place. Walk into every conversation fully informed without reconstructing context from scratch.
Meeting Manager — Syncs with Google Calendar to surface what's coming up, apply structured agenda templates, and generate AI-powered meeting prep. Drops the average prep time from 45 minutes to under 10.
VoC Hub — Organize customer feedback by theme, tag by sentiment and source, and generate executive briefs that translate scattered signal into strategic evidence.
AI Tools — Generate QBR prep packets, renewal plans, executive updates, churn analyses, and playbooks using structured inputs and your documented framework. Outputs are ready to use, not just a starting point.
Cadence AI — A context-aware AI assistant that pulls from your framework, account data, meeting history, and business context to give advice specific to your situation.
Metrics — Calculate and track NRR, GRR, CLV, churn rate, and CSAT with built-in calculators, goal tracking, and shareable dashboards.
Framework & Knowledge Base — Document your operating model, principles, and playbooks. Powers every AI output and creates institutional knowledge that scales beyond one person.
Planner — Connect daily tasks to quarterly goals with structured plans, templates, and a visual task board.
Team Development — Log 1:1 notes, track performance evidence, and generate review summaries with accumulated context.
Pricing is a flat monthly rate with all features included. No per-seat fees, no feature gates. It is built for the CX leader who is managing a revenue-critical function and needs tools that match the strategic weight of that work.