Business Management Software with Client Portal

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vCita Business App   

134
Own your time. Master your business.
All-In-One Business App. Turn your business into a self-managing unit. Read more about vCita Business App
Own your time. Master your business.
All-In-One Business App. Turn your business into a self-managing unit. Read more about vCita Business App

MINDBODY   

1,279
Health & Wellness Business Management Software
Web-based business management software tailored to businesses that need scheduling and business management systems. Read more about MINDBODY
Health & Wellness Business Management Software
Web-based business management software tailored to businesses that need scheduling and business management systems. Read more about MINDBODY

Virtuagym   

60
All-in-One Club Management Software
Virtuagym is a unique, all-in-one fitness solution tailor made for personal trainers and fitness businesses of all sizes. Read more about Virtuagym
All-in-One Club Management Software
Virtuagym is a unique, all-in-one fitness solution tailor made for personal trainers and fitness businesses of all sizes. Read more about Virtuagym

Thryv   

65
All-in-one management software built for small business
Thryv is an all-in-one, cloud-based management software specifically designed for small businesses. Thryv integrates contact management, CRM, text (SMS) and email marketing, online listings and reputation management, online appointment booking, social media scheduling, payment processing, and more. Read more about Thryv
All-in-one management software built for small business
Thryv is an all-in-one, cloud-based management software specifically designed for small businesses. Thryv integrates contact management, CRM, text (SMS) and email marketing, online listings and reputation management, online appointment booking, social media scheduling, payment processing, and more. Read more about Thryv

Ecount ERP   

26
Web-based ERP & CRM for small & mid-sized businesses.
Ecount ERP is a fully integrated, web-based accounting, inventory, sales, purchasing and production management software for small and mid-sized businesses. The enterprise resource planning (ERP) tool allows users to manage all aspects of their business, both front and back office, from one platform. Read more about Ecount ERP
Web-based ERP & CRM for small & mid-sized businesses.
Ecount ERP is a fully integrated, web-based accounting, inventory, sales, purchasing and production management software for small and mid-sized businesses. The enterprise resource planning (ERP) tool allows users to manage all aspects of their business, both front and back office, from one platform. Read more about Ecount ERP

Accelo   

27
Automation software for all Professional Service Businesses
Accelo makes it easy to manage all of the client work in your business - from prospect to payment and everything in between, all in one easy-to-use cloud-based app. With powerful features like automatic email capture, calendar and phone sync for automatic time sheets and powerful automated business rules, Accelo lets you focus on more important thin… Read more about Accelogs like growing your business. Try it now for free!
Automation software for all Professional Service Businesses
Accelo makes it easy to manage all of the client work in your business - from prospect to payment and everything in between, all in one easy-to-use cloud-based app. With powerful features like automatic email capture, calendar and phone sync for automatic time sheets and powerful automated business rules, Accelo lets you focus on more important thin… Read more about Accelogs like growing your business. Try it now for free!

WellnessLiving   

112
Business management for the health & fitness industry
WellnessLiving is an all-in-one online booking, resource scheduling, lead generation, and reporting solution for health and wellness focused businesses. Read more about WellnessLiving
Business management for the health & fitness industry
WellnessLiving is an all-in-one online booking, resource scheduling, lead generation, and reporting solution for health and wellness focused businesses. Read more about WellnessLiving

Booker Software   

809
Spa and Salon Business Management Software
Manage your appointments-based business with Booker's complete set of features, such as employee scheduling, CRM, inventory management, and real-time reporting. Read more about Booker Software
Spa and Salon Business Management Software
Manage your appointments-based business with Booker's complete set of features, such as employee scheduling, CRM, inventory management, and real-time reporting. Read more about Booker Software

Housecall Pro   

1,335
Field Service Management App
Manage every aspect of your business, from invoicing and payments, to CRM and marketing. Manage employee permissions, GPS tracking, and clock in/out features. Read more about Housecall Pro
Field Service Management App
Manage every aspect of your business, from invoicing and payments, to CRM and marketing. Manage employee permissions, GPS tracking, and clock in/out features. Read more about Housecall Pro

HarmonyPSA   

13
The next generation of professional services automation.
Manage every part of your business, from anywhere, with HarmonyPSA. Automated billing, integrated service desk, advanced BI reporting. Read more about HarmonyPSA
The next generation of professional services automation.
Manage every part of your business, from anywhere, with HarmonyPSA. Automated billing, integrated service desk, advanced BI reporting. Read more about HarmonyPSA

CoConstruct  

751
#1 Highest Rated Custom Builder & Remodeler Software
CoConstruct helps builders and remodelers coordinate their projects seamlessly, communicate with their clients, crew, and trade partners effortlessly, and have worry-free control over all the financials of each and every job that integrates completely with QuickBooks. Read more about CoConstruct
#1 Highest Rated Custom Builder & Remodeler Software
CoConstruct helps builders and remodelers coordinate their projects seamlessly, communicate with their clients, crew, and trade partners effortlessly, and have worry-free control over all the financials of each and every job that integrates completely with QuickBooks. Read more about CoConstruct

CosmoLex  

160
Web Based Legal Practice Management & Accounting Software
By combining practice management, billing, & accounting in one package, CosmoLex gives you an insightful view of both work efficiency and financial performance. Read more about CosmoLex
Web Based Legal Practice Management & Accounting Software
By combining practice management, billing, & accounting in one package, CosmoLex gives you an insightful view of both work efficiency and financial performance. Read more about CosmoLex

Avaza  

209
All-in-one, client-focused project management for teams.
Manage client projects by scheduling resources, assigning tasks, tracking time and expenses and billing in one place. Available in the cloud, from any device. Read more about Avaza
All-in-one, client-focused project management for teams.
Manage client projects by scheduling resources, assigning tasks, tracking time and expenses and billing in one place. Available in the cloud, from any device. Read more about Avaza

ProWorkflow  

217
Project Management & Time Tracking For Teams Of Any Size.
Keep on top of projects and deadlines with ProWorkflow - a collaboration solution for your team's tasks, time tracking & billing. Supporting business of all sizes with friendly and knowledgeable service & top-of-the-line technology. Try A Free Trial Today!… Read more about ProWorkflow
Project Management & Time Tracking For Teams Of Any Size.
Keep on top of projects and deadlines with ProWorkflow - a collaboration solution for your team's tasks, time tracking & billing. Supporting business of all sizes with friendly and knowledgeable service & top-of-the-line technology. Try A Free Trial Today!… Read more about ProWorkflow

Kickserv  

223
Field service management and online CRM
Manage your field service businesses using Kickserv's job scheduler, employee calendar, invoicing tools, contact management, and comprehensive reporting. Read more about Kickserv
Field service management and online CRM
Manage your field service businesses using Kickserv's job scheduler, employee calendar, invoicing tools, contact management, and comprehensive reporting. Read more about Kickserv

BookSteam  

87
Smart Online Appointment Scheduler
Online Business Management made easy! Read more about BookSteam

Pike13  

116
Client management software for fitness & arts instruction
Mobile-friendly, cloud-based all-in-one software for recurring appointments/classes. Check-in, billing, merchant processing, reporting, payroll and more. Read more about Pike13
Client management software for fitness & arts instruction
Mobile-friendly, cloud-based all-in-one software for recurring appointments/classes. Check-in, billing, merchant processing, reporting, payroll and more. Read more about Pike13

Reservio  

21
Online booking & appointment scheduling software
Reservio is an online booking & appointment scheduling platform for client-serving businesses of all sizes - with features for performance tracking & promotion. Read more about Reservio
Online booking & appointment scheduling software
Reservio is an online booking & appointment scheduling platform for client-serving businesses of all sizes - with features for performance tracking & promotion. Read more about Reservio

mHelpDesk  

718
Win more jobs and grow your business with mHelpDesk!
Manage your field service business with mHelpDesk's job scheduling and tracking, work order management, billing & invoicing, service request tracking and more. Read more about mHelpDesk
Win more jobs and grow your business with mHelpDesk!
Manage your field service business with mHelpDesk's job scheduling and tracking, work order management, billing & invoicing, service request tracking and more. Read more about mHelpDesk

Karbon  

111
Workstream collaboration that maximizes your team's output.
Karbon is a new approach to practice management for high-performing accounting firms. Scale with confidence, get Karbon. Read more about Karbon
Workstream collaboration that maximizes your team's output.
Karbon is a new approach to practice management for high-performing accounting firms. Scale with confidence, get Karbon. Read more about Karbon

WORKetc CRM  

87
All-in-one business management system. CRM + Social + Projects + Billing
WORKetc is an all-in-one solution to manage all areas of the business, from CRM & sales, to project management, billing & invoicing, quoting, reporting & more. Read more about WORKetc CRM
All-in-one business management system. CRM + Social + Projects + Billing
WORKetc is an all-in-one solution to manage all areas of the business, from CRM & sales, to project management, billing & invoicing, quoting, reporting & more. Read more about WORKetc CRM

OfficeTools  

149
Practice management, time & billing software
OfficeTools is a practice management system which provides users with tools for time tracking, billing & invoicing, document sharing, payment processing & more. Read more about OfficeTools
Practice management, time & billing software
OfficeTools is a practice management system which provides users with tools for time tracking, billing & invoicing, document sharing, payment processing & more. Read more about OfficeTools

Clubworx  

45
Gym management software for fitness studios
Clubworx is a scalable club management solution - and professional website provider - for gyms, fitness studios, golf clubs, martial arts centers & bootcamps. Read more about Clubworx
Gym management software for fitness studios
Clubworx is a scalable club management solution - and professional website provider - for gyms, fitness studios, golf clubs, martial arts centers & bootcamps. Read more about Clubworx

1CRM  

54
Doing Business, Better
Manage your entire business from one integrated app with 1CRM. Including full order & project management, sales & marketing and service case management. Read more about 1CRM
Doing Business, Better
Manage your entire business from one integrated app with 1CRM. Including full order & project management, sales & marketing and service case management. Read more about 1CRM

Actionstep  

51
Complete Legal Practice Software with Powerful Workflow
Actionstep is unique - it's a workflow centric solution that allows you to build your processes into the system and save you time managing your firm. Read more about Actionstep
Complete Legal Practice Software with Powerful Workflow
Actionstep is unique - it's a workflow centric solution that allows you to build your processes into the system and save you time managing your firm. Read more about Actionstep
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Business Management Category Leaders Q1 2019

GetApp's quarterly ranking showcases the leading 10-15 Business Management apps based in the cloud. Each app is scored using five factors, worth 20 points each, for a total possible score out of 100. These factors include user reviews, integrations, mobile app availability, functionality, and security. Each app's score is independent of commercial interests and existing relationships that GetApp has with app vendors.

Scroll down for more details about inclusion criteria and scoring.

Score
ReviewsIntegrationsMobileFunctionalitySecurity
83
83
Reviews 19/20
Integrations 16/20
Mobile 19/20
Functionality 15/20
Security 14/20
82
82
Reviews 18/20
Integrations 16/20
Mobile 20/20
Functionality 16/20
Security 12/20
71
71
Reviews 19/20
Integrations 15/20
Mobile 18/20
Functionality 19/20
Security -/20
65
65
Reviews 14/20
Integrations 3/20
Mobile 19/20
Functionality 14/20
Security 15/20
61
61
Reviews 17/20
Integrations 8/20
Mobile 20/20
Functionality 16/20
Security -/20
56
56
Reviews 17/20
Integrations 7/20
Mobile 16/20
Functionality 16/20
Security -/20
56
56
Reviews 12/20
Integrations 12/20
Mobile 17/20
Functionality 15/20
Security -/20
53
53
Reviews 11/20
Integrations 2/20
Mobile 16/20
Functionality 12/20
Security 12/20
53
53
Reviews 15/20
Integrations 6/20
Mobile 18/20
Functionality 14/20
Security -/20
48
48
Reviews 14/20
Integrations 0/20
Mobile 20/20
Functionality 14/20
Security -/20
46
46
Reviews 11/20
Integrations 4/20
Mobile 19/20
Functionality 12/20
Security -/20
19
19
Reviews 7/20
Integrations 2/20
Mobile 0/20
Functionality 10/20
Security -/20

Who is the ranking for?

GetApp's Category Leader ranking is for business owners and decision makers looking for a comprehensive list of the leading cloud-based software products in the industry.

The ranking serves as a point of reference highlighting key factors that small businesses should look at when assessing a piece of software. These factors include user perception (reviews), compatibility (integrations and mobile compatibility), market presence (media presence), and security features (security).

How are the scores calculated?

An app's score is calculated using five unique data points, each scored out of 20, giving a total score out of 100. The ranking and scoring methodology ensure complete impartiality and independence from any relationships that GetApp has with app vendors.

User Reviews *

Review scores are calculated using reviews collected from GetApp and its sister sites, Software Advice and Capterra. Scores are calculated based on the total number, average rating, and recency of reviews.

The number of reviews and average user rating are scaled against the category average. A weighting is then applied to reward recency of user reviews: reviews written in the last 6 months score up to 10 points, those written between 6 and 12 months ago score up to 6 points, and those more than 12 months old score up to 4 points. These numbers are added together to give a total maximum score of 20.

Integrations

Integration scores factor in a number of variables. Up to 16 points are awarded based on the number of integrations an app has; the first 10 points are awarded based on the number of integrations relative to the category average, while 4 points are awarded based on the number of integrations relative to the leaders in the category. An additional 5 points is awarded for an integration with Zapier, a widely used software integration platform, while an extra point is given for having an open API. The total possible score for integrations is 20 points.

Mobile Platforms *

Mobile scores are calculated based on the availability of an iOS and Android app. 5 points are awarded for the presence of each app, with an additional 10 points being awarded for the number and average rating of reviews in both the App Store and Google Play. These review scores are calculated and scaled against the competition for a maximum of 5 points per platform and an overall maximum score of 20.

If there isn't a native iOS or Android app, the product's website is assessed using Google's PageSpeed Insights to measure mobile usability. The score is returned out of 100, then scaled to a score out of 5 for a maximum of 5 points.

Media Presence

Media presence is calculated using the number of Twitter followers and Facebook fans that an app has. The number of fans and followers are added together, and each app is scored based on this overall number, compared with others in the category. The first 15 points are awarded for the combined number of followers and fans scaled against the category average, while the final 5 points are awarded for the combined number of followers and fans scaled against the top leaders in the category. These two scores are added together for a total out of 20 points.

Security

Security scoring is calculated using answers from a vendor-completed survey. The questions in the survey are based on the Cloud Security Alliance self-assessment form as part of the Security, Trust & Assurance Registry. With 15 questions, each answer is assigned a point value based on vendor response, with additional points given for security certifications, for a maximum possible score of 20.

In the event of a tie, each data point is weighted for importance, with security taking precedent, followed by reviews, integrations, mobile apps, and media presence, respectively.

* All data points combining calculations for both ratings and reviews are calculated using a Bayesian estimate, which is a weighted average that includes the number of reviews and the rating of an app, benchmarked against others in the category.


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