HubSpot CRM is a cloud-based customer relationship management platform designed to help businesses manage and analyze customer interactions throughout the sales and marketing lifecycle. It provides tools for contact and lead management, email tracking, pipeline management, marketing automation, and performance analytics. The system is known for its user-friendly interface and seamless integration with other HubSpot tools, making it particularly popular among small to medium-sized businesses. HubSpot CRM is available in a free version with basic features, while more advanced capabilities—such as sales forecasting, custom reporting, and AI-powered insights—are accessible through paid tiers. The platform emphasizes ease of use, scalability, and centralized data, enabling teams to align their sales, marketing, and customer service efforts more effectively.
Key Features of HubSpot CRM
Contact Management
Deal Pipeline Management
Email Tracking and Notifications
Meeting Scheduling
Live Chat and Chatbots
Marketing Automation
Sales Automation
Custom Dashboards and Reporting
Lead Scoring
Price of HubSpot CRM
Free Tools – $0/month
Includes basic CRM, contact management, email marketing, forms, live chat, and reporting tools.
Starter – Starting at $20/month
Adds features like email marketing automation, simple conversation routing, and removal of HubSpot branding. Pricing varies depending on the number of contacts.
Professional – Starting at $500/month
Includes advanced marketing automation, custom reporting, sales sequences, lead scoring, and team collaboration tools.
Enterprise – Starting at $1,200/month
Offers enterprise-grade features such as custom objects, advanced permissions, predictive lead scoring, and more extensive analytics.
Note: Prices vary depending on whether you're purchasing individual Hubs (e.g., Sales, Marketing, Service) or bundling them as part of the CRM Suite.
Monday.com is a highly adaptable platform designed to streamline work and project management for teams of various sizes. Its user-friendly, visually organized interface, enhanced by color-coded elements, allows users to navigate effortlessly without needing technical skills. With over 200 ready-made templates and a straightforward drag-and-drop system, teams can quickly set up workflows and begin managing tasks efficiently. Additionally, its powerful dashboard builder and no-code automation tools help users visualize data clearly and eliminate repetitive processes, boosting overall productivity.
Key Features of monday
Visual Board Structure
Customizable Columns
Multiple Board Views
Automations
Integrations
Dashboards and Reporting
Time Tracking
Mobile App Support
Price of monday
monday.com offers a Free Plan for up to two users at no cost, ideal for individuals or small teams. The Basic Plan costs $12 per seat monthly and includes unlimited boards and prioritized support. The Standard Plan at $17 per seat monthly adds timeline and calendar views, guest access, and automation limits of 250 actions. The Pro Plan, $28 per seat monthly, significantly increases automation and integrations to 25,000 actions and introduces private boards and enhanced analytics. Enterprise pricing is custom and includes advanced security and premium support. A 14-day free trial of Pro is available.
Jotform stands out as a versatile online form builder software that caters to both individuals and organizations seeking efficient solutions for creating customized forms without needing coding skills. Its intuitive drag-and-drop interface, combined with a vast library of pre-designed templates, enables users to quickly produce professional-quality forms for various applications such as surveys, registrations, and payments. The platform’s strong integration capabilities with popular third-party tools streamline data management and automate workflows, while features like conditional logic personalize the user experience by adapting forms based on input. Additionally, Jotform prioritizes security with SSL encryption and offers collaborative tools and notification systems, making it a comprehensive choice that is accessible even to small users through its free plan.
Key Features of Jotform
Powerful User-Friendly Survey Builder Tools
Vast Library of Customizable Templates
Real-Time Comprehensive Reporting and Analytics
Seamless Embedded Website Form Integration
Innovative Optimized Mobile-Friendly Form Experience
Dynamic Conditional Logic for Customization
Extensive Integrations with Third Parties
Secure Payments Integration for Commerce
Price of Jotform
Jotform offers flexible pricing plans to suit diverse needs. The Free plan provides limited monthly submissions and basic features at no cost, ideal for testing new ideas. The Bronze and Silver plans, at $34 and $39 per month respectively, expand submission limits, payment capacities, storage, and form customization by eliminating branding. Advanced users benefit from the Gold plan at $49 monthly, combining extensive submissions, larger storage, and HIPAA compliance. For unlimited use and tailored solutions, the Enterprise plan invites direct inquiry for pricing details. Contact Jotform now for further information.
ClickUp is introduced as a project management solution crafted to simplify team coordination and streamline workflow processes. The available overview hints at a platform that brings together various elements of project management into an integrated interface, potentially supporting task organization and team collaboration. Although the details remain minimal, the initial impression is that ClickUp may offer a flexible framework adaptable to different project needs, aligning well with customers looking for an all-in-one project management tool. This brief insight lays the groundwork for a deeper exploration of how ClickUp might serve as a strategic resource for modern teams.
ClickUp offers diverse pricing options catering to individuals and large teams. The Free plan provides essential collaborative features at no cost, appealing to small teams. For expanded functionalities, the Unlimited plan costs $7 per user monthly, while the Business plan at $12 per user elevates performance with additional tracking and automation tools. The Business Plus plan, priced at $19 per user per month, further enhances customization and admin controls. For comprehensive enterprise needs, pricing details are available upon contact, ensuring scalability and tailored solutions for growing organizations. Expert support available.
Calday offers a user-friendly platform that simplifies appointment scheduling for both individuals and businesses, enabling easy management of bookings, business hours, and customizable scheduling preferences. Its automation of reminders and notifications helps reduce no-shows and keeps clients and staff consistently updated. The solution integrates seamlessly with major calendar services like Google Calendar, iCloud, and Outlook, preventing scheduling conflicts and ensuring smooth coordination. Additionally, Calday supports features such as group bookings, recurring events, and personalized booking pages, making it suitable for solo professionals, teams, and service-oriented companies alike.
Automated, Customizable Appointment Reminders System
Effortless, Hassle-Free Appointment Rescheduling Process
Optimized Mobile Appointment Compatibility Interface
Efficient, Conflict-Free, Guaranteed No Double-Booking
Accessible 24/7 Online Appointment Booking
Price of Calday
Calday presents two pricing plans to suit diverse business needs. The Free plan, available at $0 per month, provides essential booking functionalities including calendar management and unlimited appointments, yet restricts service and integration options. Conversely, the $10 per month Premium plan offers a comprehensive feature set with unlimited services, integrations, and schedules as well as access to extra services. An attractive 7-day free trial for Premium access requires no credit card, allowing thorough exploration. Special discounts for non-profit and educational institutions boost affordability for forward-thinking companies, making Calday exceptional overall.
6
ConexED
4.65 / 5
Read more about ConexED
ConexED emerges as an integrated, all-in-one platform that marries appointment scheduling, video conferencing, and comprehensive reporting, effectively removing the hassle of juggling separate systems. Tailored for the mobile learner, it ensures that students can access essential services from anywhere, thereby sidestepping the complexity of multiple applications. By automating routine administrative tasks, the platform not only lightens staff workloads but also allows educators to devote more time to meaningful student engagement. Furthermore, its real-time tracking and robust reporting capabilities furnish institutions with the actionable insights needed to make sound, data-driven decisions that enhance overall educational outcomes.
Key Features of ConexED
Efficient Appointment and Event Scheduling
Comprehensive Virtual One-Stop-Shop
Robust CRM & Cohort Management
Timely Early Alerts and Case Management
Detailed Real-Time Analytics and Reporting
Prompt Email and SMS Alerts
Highly Customizable Intake Forms
Rapid Two-Week Product Innovation Cycle
Price of ConexED
ConexED does not currently disclose fixed pricing details online. Custom pricing solutions are offered based on each institution’s unique needs, with potential models possibly reflecting user count or usage. Prospective customers can also ask about a free trial or demo to experience the platform’s capabilities before committing. For precise plan structures and costs, it is best to reach out directly to ConexED and discuss your specific requirements.
7
Calendly
4.65 / 5
Read more about Calendly
Calendly emerges as a dynamic scheduling solution designed with simplicity at its core, aiming to transform the often cumbersome art of coordinating meetings into an effortless experience. It positions itself as an enabler for businesses, reducing the back-and-forth of appointment-setting by streamlining the entire process. With an interface that adapts easily to an organization’s workflow, Calendly provides a flexible platform that supports effective time management and operational efficiency. In essence, it serves as a robust business scheduling software option for those seeking to modernize their meeting and appointment management.
Key Features of Calendly
Automated Scheduling Enhancing Time Efficiency
Multiple Event Options For Meetings
Seamless Integrations With Popular Calendars
Accurate Time Zone Detection Feature
Customizable Availability With Blackout Options
Automated Notifications To Reduce No-Shows
Advanced Workflow Automation And Follow-ups
In-depth Analytics And Reporting Tools
Price of Calendly
Calendly’s pricing structure is adaptable for diverse business sizes. The Free Plan empowers individuals with basic scheduling, offering one event type and key features at no cost. The Standard Plan, at $10 per seat monthly when billed annually, supports small teams with multiple calendars and integrations. Meanwhile, the Teams Plan at $16 per seat monthly enhances collaboration through reporting and team management. The Enterprise Plan, starting at $15,000 per year, provides robust security and control. A trial for Standard and Teams plans lets businesses evaluate core functions before fully committing.
HoneyBook positions itself as a streamlined solution for managing invoices, tailored to help businesses simplify their financial operations. The platform is designed with an emphasis on user-friendly navigation and efficiency, aiming to reduce the administrative burden often associated with invoice tracking. Its approach focuses on delivering clear, manageable tools that address the key challenges faced by professionals in the realm of invoice management. Ultimately, HoneyBook offers prospective customers a straightforward yet robust way to keep their invoicing processes both organized and under control.
Key Features of HoneyBook
Robust Invoicing and Billing with Customizable Templates
Seamless Online Payment Processing System
Automated Payment Reminders and Schedules
Robust Detailed Downloadable Financial Reports
Comprehensive Financial Dashboard Integration
Centralized Client Management Solutions
Integrated Comprehensive Email Communication Tools
Customizable Notification Settings for Invoices
Price of HoneyBook
HoneyBook offers three pricing plans tailored for independent business owners focused on invoice management. The Starter plan at $19 per month (annual billing) provides essential invoicing, payments, and contract capabilities. The Essentials plan, costing $39 monthly (annual), adds customization, automated workflows, and expanded reporting. For larger operations, the Premium plan at $79 per month (annual) delivers comprehensive invoicing functions, unlimited team support, priority service, and advanced reports. Additionally, a 7-day free trial is available for users to experience all features without a credit card. Simplified pricing truly makes decision-making effortless.
9
CallPage Meetings
4.6 / 5
Read more about CallPage Meetings
CallPage Meetings revolutionizes client interaction by integrating directly into your website, meaning prospects can effortlessly schedule appointments without navigating away from your page. This tool is engineered to work around the clock—its automated scheduling feature accommodates appointments outside standard business hours, ensuring no potential lead slips through the cracks. Moreover, with real-time notifications and seamless integrations with popular CRMs like HubSpot and Pipedrive, your team is always in the loop and primed for timely follow-ups. Enhanced by customizable widgets and insightful analytics, CallPage Meetings empowers businesses to fine-tune their engagement strategies and boost conversion rates effectively.
Key Features of CallPage Meetings
Integrated Scheduling for Online and Offline Meetings
CallPage Meetings offers flexible pricing options designed to suit a range of business needs. The Essentials plan is available from 99 PLN monthly, providing core features ideal for small businesses and startups. For those requiring advanced functionalities like call recording and virtual call center services, the Pro plan starts at 249 PLN monthly. Larger organizations benefit from a tailored Enterprise plan featuring custom pricing and dedicated support. All plans include a 14‑day free trial, enabling potential customers to test the platform before committing. Flexible, scalable options make it really great.
10
Skedda
4.5 / 5
Read more about Skedda
Skedda streamlines desk booking by consolidating reservations into one centralized hub, eliminating scheduling overlaps and ensuring employees have up-to-date visibility on desk availability. The platform automates routine administrative tasks, allowing organizations to conserve valuable time and shift focus to strategic priorities. Its tailored access settings empower larger teams to designate specific zones, fostering an organized workspace that adapts to hybrid environments. Additionally, data-driven insights into booking trends enable companies to optimize space usage and reallocate resources for greater operational efficiency.
Key Features of Skedda
Interactive Customizable Venue Floor Plans
Configurable Custom Rules and Roles Management
Comprehensive Multi-View Booking Calendar System
Seamless Calendar Integration with Major Platforms
In-Depth Detailed Reporting with Utilization Insights
Price of Skedda
Skedda's pricing plans empower organizations with versatile features that adapt to varied space management needs. Starter, starting at $99 monthly, includes 15 spaces, interactive floor plans, unlimited users and bookings, a basic rules engine, and limited insights. The Plus plan, at $149 monthly, covers 20 spaces with enriched insights and a limited rules engine, offering savings on multi-year contracts. Premier, for $199 monthly, supports 25 spaces with full scheduling features and a comprehensive rules engine, combined with attractive discount incentives. A hassle-free free trial is available. Explore now for details.
Overview
Choosing the right enterprise performance management (EPM) software can be challenging, especially when you’re already familiar with a solution like Toast EPM but feel it might not fully meet your needs. Many prospective customers struggle with finding alternatives that offer better customization, scalability, or user-friendliness without sacrificing essential features.
This article is designed to help you navigate those challenges by presenting a clear overview of viable Toast EPM alternatives tailored for your industry. You’ll gain insight into what to look for in a new solution to ensure it aligns with your business goals and operational requirements.
By reading further, you’ll discover how to identify software that can improve your financial planning, budgeting, and reporting processes while enhancing overall efficiency. This knowledge empowers you to make informed decisions and avoid costly mistakes when selecting the right EPM platform.
Ultimately, this guide will save you time and effort by spotlighting key factors and benefits to consider, helping you find a solution that truly supports your growth and success.
What is toast EPM?
toast EPM is a robust web-based platform tailored for enterprises handling complex projects. It consolidates essential project management capabilities such as task scheduling, resource distribution, Gantt chart visualization, time and budget tracking, risk assessment, and document control into a single interface. This integration reduces fragmentation from multiple systems, promoting streamlined project oversight and consistency across operations.
The software excels in unifying diverse project tools, offering collaboration features, milestone monitoring, reusable project templates, and comprehensive reporting and analytics. These components are vital for managing intricate project workflows efficiently and maintaining clear visibility on progress.
Customizable dashboards provide users with tailored views, while dependency and issue tracking ensure that interrelated tasks and problems are monitored effectively. Mobile accessibility expands usability across distributed teams, and role-based permissions secure sensitive information by regulating access according to user roles.
Workflow automation and third-party app integration further enhance productivity by simplifying routine processes and connecting with existing business tools. For those exploring enterprise solutions, examining a broader list of the top customer service softwares may provide additional context on selecting complementary software that aligns with organizational needs.
What to look for in toast EPM alternatives?
When selecting alternatives to toast EPM software, it is essential to examine core project management features alongside extended enterprise capabilities to find the best fit for your organization's unique demands.
Begin with evaluating task management tools that facilitate seamless delegation, prioritization, and progress tracking across teams. The ideal solution offers clear visibility into task statuses and supports smooth collaboration.
Resource allocation deserves close attention. Effective software should allow dynamic assignment and tracking of personnel, time, and materials, providing real-time data to avoid resource conflicts and maximize efficiency.
Visualization tools like Gantt charts and milestone tracking play a pivotal role in mapping project timelines and dependencies. Confirm that the alternative delivers strong support for monitoring phases, key deliverables, and potential delays.
Integrated time tracking and budget monitoring are indispensable for maintaining control over projects. Choose solutions that enable precise recording of work hours and expenses, coupled with up-to-date reporting for better decision-making.
Security remains a cornerstone. Implementations with role-based permissions ensure sensitive information is protected and that users only access appropriate data.
Integration capabilities with other enterprise systems—such as document management and calendars—help streamline workflows and reduce manual tasks, enhancing overall productivity.
Modern project environments demand collaboration and automation. Favor platforms promoting communication through shared spaces, instant notifications, and automated task routing to boost team coordination.
Scalability and adaptability are vital. Customizable dashboards and flexible reporting functions should accommodate evolving requirements, while mobile accessibility keeps teams effective regardless of location.
Pricing transparency and reliable support services are crucial for sustained success and operational stability. Look for pricing models that scale with your needs and responsive technical assistance.
For those interested in exploring a broader scope of software solutions, reviewing a list of the popular customer success software might provide valuable insights into complementary tools that enhance client engagement alongside project management.
Frequently Asked Questions about toast EPM
What are the top alternatives to Toast EPM?
The leading alternatives to Toast EPM include Trello, Smartsheet, Slack, monday Work Management, and Asana, each known for distinct strengths in managing projects and coordinating teams.
How do Toast EPM alternatives compare in terms of ease of use?
Tools like Trello and monday.com stand out for their intuitive interfaces and quick setup processes, making them accessible even to teams with limited technical skills.
Are Toast EPM alternatives suitable for both small and large teams?
Yes, options such as Asana and Smartsheet offer scalable solutions that cater to both small groups and large enterprises, with adaptable pricing and feature sets.
Do these alternatives support integration with other business tools?
Most alternatives, including Slack and monday.com, feature strong integration capabilities with widely used business software, facilitating smooth workflows and data exchange across platforms.
Is customer support available for Toast EPM alternatives?
Top alternatives provide extensive support channels like live chat, email assistance, and comprehensive knowledge bases to help users with onboarding and problem resolution.
How do pricing models for Toast EPM alternatives differ?
Pricing structures vary widely: many offer free tiers, trial periods, or tiered subscription plans, enabling businesses to select options that align with their budgets and required features.
Are Toast EPM alternatives cloud-based?
Most prominent alternatives, such as Epos Now and Smartsheet, operate on cloud platforms, ensuring convenient remote access, collaboration, and real-time updates for teams spread across locations.
Do alternatives offer reliable performance and uptime?
Reliability is emphasized by leading providers, who focus on delivering stable performance, frequent updates, and secure data handling to reduce downtime and service interruptions.
Can Toast EPM alternatives help manage both projects and daily tasks?
Yes, solutions like Trello and Asana are designed to handle everything from routine daily tasks to complex project workflows, making them versatile tools for various operational needs.
What should I consider when choosing a Toast EPM alternative?
Key factors to evaluate include ease of use, integration options, scalability, customer support, and user feedback to ensure the selected tool aligns effectively with your organization's objectives and processes.
In evaluating SaaS software, a comprehensive and structured methodology
ensures a fair and accurate comparison across key metrics.
This approach focuses on the most critical aspects that affect user
experience, functionality, and business value.
The following metrics—general features, cost, customer service, integrations,
and mobile support—are evaluated to provide a holistic
view of each software solution’s strengths and weaknesses. These metrics
are selected based on their direct impact on software
usability, scalability, and long-term effectiveness for businesses.
General Features (40%)
This metric evaluates the core functionalities and tools the software offers.
It involves assessing the comprehensiveness of
the features, their relevance to the target users, and the ease of use.
This is important because robust and well-designed
features determine the software’s overall utility
and efficiency in solving user problems.
Cost (15%)
Cost analysis focuses on pricing models, value for money, and scalability.
It’s crucial to evaluate whether the software’s
features justify its price, considering different plans for small and
large organizations. This is vital for businesses to
ensure they invest in cost-effective solutions that fit their budget.
Customer Service (15%)
This evaluates the responsiveness, quality, and availability of customer
support, including channels like chat, email,
or phone. Good customer service is essential for troubleshooting and
ensuring smooth software usage, which reduces downtime
and frustration for users.
Integrations (15%)
This examines how well the software integrates with third-party tools
(e.g., CRM, payment systems, collaboration apps).
Seamless integrations are key for creating a unified workflow and
enhancing productivity by connecting multiple systems,
which is crucial for operational efficiency.
Mobile Support (15%)
Mobile support assesses the software’s functionality and performance on
mobile devices, including apps and mobile web versions.
With increasing remote work and on-the-go usage, strong mobile
support is critical to ensure users can access and utilize
the software effectively, regardless of location.