FuseBase is a powerful project management tool with customization capabilities that lets you build your own project workflows to fit your needs. Its “Super Docs” feature lets you create resourceful and searchable pages that support embeddings and integrations.
However, you need considerable technical expertise to work a robust system. It also takes time to set up the pages and get things running.
If you don’t have the resources or time to use a complicated tool like FuseBase, going for ready-to-use software is the better option.
That’s why we compiled a list of FuseBase alternatives with collaboration and task management capabilities. Here’s a quick look!
Quick List of Top FuseBase Alternatives
- Agency Handy: Best alternative for services, clients, orders, tasks, and payment management in one place.
- Service Provider Pro (SPP): A white-label client portal with order management, billing, and CRM features designed for agencies.
- Notion: Features customizable databases, and collaborative wikis supporting media embeddings to support any workflow.
- ManyRequests: Offers a centralized client portal, customizable service catalogs, automated invoicing, and time-tracking tools.
- Monday.com: Customizable dashboards, automations, and time tracking to handle complex workflows.
- Trello: A simple, visual project management tool with Kanban boards, multiple view options, and over 200 integrations.
- Copilot: Integrated platform for client management, invoicing, and project tracking with a client-centric approach.
- ClickUp: Offers team and client collaboration feature with task management and white-labeling capabilities
- SuiteDash: All-in-one business management solution with CRM, client portals, project management, and invoicing.
- Moxo: Client interaction workflow platform designed for real-time messaging, document sharing, and secure client portals.
- Clinked: A beginner-friendly client portal focused on collaboration, file sharing, and group communication.
Why Should You Consider a FuseBase Alternative?
FuseBase has many useful features for collaboration and project management, but several issues have consistently surfaced that could make it less ideal for some users. Here are key concerns you should be aware of:
Takes Time & Technical Ability to Set Up
While FuseBase offers advanced features for project management and document collaboration, the platform requires significant technical expertise and setup time.
Customizing workflows and setting up “Super Docs” requires familiarity with the system, which can delay onboarding and increase dependency on technical support. For businesses without in-house tech resources, the initial setup can feel daunting and inefficient.
Account Cancellation Difficulties
One big issue with FuseBase is how difficult it can be to cancel an account. Instead of offering a straightforward process, the platform often requires emailing support, yet responses can be slow or nonexistent.
Users criticized the platform for using “dark pattern techniques,” making it challenging to find or complete the account deletion process. This results in unwanted charges and frustration when trying to move on.
Performance and Syncing Problems
FuseBase suffers from syncing delays and performance inconsistencies, particularly when working across multiple devices. Syncing between devices can take hours, and large files or databases often load slowly.
These performance issues can disrupt workflows, making the platform less reliable for teams needing real-time updates.
Bugs and Technical Limitations
Despite its wide range of features, it struggles with some frustrating technical bugs. You might run into issues like unreliable video uploads that just don’t work smoothly or a screenshot tool that fails when you need it most. These problems can seriously slow down your productivity.
Feature Limitations on Mobile Devices
FuseBase falls short when it comes to mobile functionality. If you often work on the go, you’ll probably find it frustrating that you can’t create or edit tables from your phone or tablet. This lack of features makes it harder to stay flexible and productive away from your desk.
For anyone who depends on the platform for advanced tasks or needs to use it heavily on mobile, these limitations can be a major letdown.
Quick Comparison Table of Top FuseBase Alternatives
Here’s a quick comparison of FuseBase and top alternatives, highlighting key features, user limits, free trials, and pricing.
| Platform | Invoices & Subscriptons | Multi-Package Service Catalog | Automatic Task Creation | Order Management | Roles & Permission |
| Agency Handy | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Service Provider Pro | ✔️ | ✔️ | ❌ | ✔️ | ✔️ |
| Notion | ❌ | ❌ | ✔️ | ❌ | ✔️ |
| ManyRequests | ✔️ | ✔️ | ❌ | ❌ | ✔️ |
| Monday.com | ✔️ | ❌ | ✔️ | ✔️ | ✔️ |
| Trello | ❌ | ❌ | ✔️ | ✔️ | ✔️ |
| Copilot | ✔️ | ✔️ | ❌ | ❌ | ✔️ |
| ClickUp | ✔️ | ❌ | ✔️ | ✔️ | ✔️ |
| SuiteDash | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Moxo | ✔️ | ❌ | ❌ | ❌ | ✔️ |
| Clinked | ❌ | ❌ | ❌ | ❌ | ✔️ |
Top 11 FuseBase Alternatives for Agency and Client Management
We shortlisted the FuseBase alternatives by focusing on ease of setup, smooth customization, client management features, efficient order and task tracking, and scalable pricing. Let’s get into the details of each tool.
1. Agency Handy
Agency Handy stands out as an excellent alternative to FuseBase, particularly for businesses looking to get started in minutes and streamline client management with advanced order and service management capabilities.
While FuseBase lets you build a knowledge base for projects and collaboration with its “Super Doc”, Agency Handy is an order and task management tool.
One of the key features that sets Agency Handy apart is its multi-package service catalog. You can create service listings with different pricing tiers and add-ons, offering more flexibility to match client needs.
And easily show various packages, upsell additional services, and let clients choose options directly from the catalog—a feature FuseBase lacks.
Plus, with customizable forms, you can get clients and order information from the get-go. You can customize each form for the services so that you get the exact information you need—features FuseBase does not emphasize.
Another major advantage is order management. Agency Handy’s built-in Kanban boards help you track every stage of client projects, ensuring that no task slips through the cracks. From assigning tasks to monitoring order statuses, this feature ensures a smooth workflow from start to finish.
Overall, Agency Handy excels in service customization, order management, and client onboarding, making it a complete solution for agencies.
Features of Agency Handy
Agency Handy simplifies client management for agencies and businesses of all sizes with the following features:
White-Label Customization
Agency Handy excels at white-label customization. You can add your own logo, adjust the color scheme, and even customize the domain to reflect your brand’s identity.
Beyond visual customization, Agency Handy lets you personalize client emails and notifications. Whether it’s sending proposals, invoices, or updates, you can ensure that every communication reflects your agency’s voice and branding.
Multi-package Service Catalog
The multi-service catalog feature allows you to create tailored service listings with up to 3 package options. You can list all your deliverables in different service tiers and share price ranges.
Additionally, the service catalog helps you set up a trial period for services. Let clients have a taste of your services and setup for the long term.
And in each service, you can add default tasks to automate tasks and get you up and ready in seconds once there is there.
Customizable Intake & Order Forms
Once services are ready, focus on client onboarding with customizable intake and order forms. These forms can capture essential client information upfront, including project details, objectives, timelines, and budgets.
Order forms can be just as detailed as intake forms. The upper hand is you’ll be able to include add-ons and upsell additional offerings. Plus, you can lay out your terms and conditions for the services to stay transparent.
Order and Task Management
When you have set up services and onboarded clients, it’s time to execute. If you’ve set default tasks previously, you can just go to orders and assign them accordingly.
Utilize Kanban boards to break down large orders into smaller tasks and get a complete view of what’s happening. You can set priorities and deadlines and track progress in real time.
Client and Team Collaboration
Collaboration between your team and clients is a breeze with Agency Handy. The platform allows you to create shared task lists and leave feedback on specific tasks, ensuring everyone stays updated on project developments.
Clients can also participate in the collaboration process by reviewing project progress and providing approvals. This two-way communication ensures that the project moves forward smoothly.
Integrated Ticketing System
Agency Handy’s integrated ticketing system allows you to handle client issues with ease. Clients can submit support tickets, which are then assigned to the appropriate team members. You can set priorities, add deadlines, and track the progress of each ticket.
The ticketing system keeps a detailed log of all communications, making it easy to track how an issue is progressing. This feature is particularly useful for maintaining a high level of client support.
Billing and Subscriptions
Agency Handy simplifies billing with automated invoicing and payment reminders. Once an order is placed, the system automatically generates a white-labeled invoice. This process works for both one-time services and subscriptions.
The platform supports multiple payment gateways, including PayPal, Stripe, and Wise, making it easy for clients to pay on time. You can also send automated reminders if payments are overdue.
Secure Access and Data Management
Security is a top priority with Agency Handy, which offers role-based access control for your team members. You can assign roles like Super Admin, Admin, Manager, or Assignee, ensuring that each team member only has access to the data and tools they need to perform their tasks.
In addition to access controls, the platform uses encryption to protect all data, ensuring that both client and project information is safe from unauthorized access. This focus on security provides peace of mind for both you and your clients.
Reporting and Analytics
Agency Handy’s reporting and analytics tools give you valuable insights into your agency’s performance. You can track key metrics such as project completion rates, team productivity, and client satisfaction. The platform visually presents this data in charts and dashboards.
These reports can also help you make data-driven decisions, whether it’s optimizing workflow processes or identifying which services bring in the most revenue. With these insights at your fingertips, you can continuously improve your agency’s efficiency and profitability.
Pros of Agency Handy:
- Fast load times offer a seamless user experience
- FAQs and trial periods can be added to service listings
- Multi-tier access control keeps client data secure
- Can set default tasks for specific services
- Supports over 100 currencies for payment
- Hide prices on service listings from specific clients
Agency Handy Pricing:
Agency Handy offers 3 tier pricing plans suitable for businesses of different sizes. Here are the details:
| Pricing Tiers | Monthly Billing | Yearly Billing | Users | Features | ||
|---|---|---|---|---|---|---|
| Solopreneur | $69/month | $49/month | 3 |
|
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| Teams | $149/month | $99/month | 10 | |||
| Pro | $199/month | $149/month | 30 | |||
What Do People Say About Agency Handy?
Rating on Capterra: 5 out of 5
“Agency Handy is an all-in-one solution that has streamlined our operations, improved client satisfaction, and boosted team productivity.” – Priyanka P.
Rating on G2: 5 out of 5
“It helps me sell my services with ease. Also, you can collaborate with your team in serving your customers within the platform.” – Franklin N.
Rating on Product Hunt: 5 out of 5
“If you are handling multiple clients or an agency, try it out. One of the best solutions to manage everything in one place.” – KH Sayed
Rating on Trustpilot: 3.8 out of 5
“I am extremely satisfied with Agency Handy. It has streamlined our client management process and has become an essential tool for our business operations.” – Vikas Patil
Why Should You Choose Agency Handy Over FuseBase?
Here’s a small table comparing the shortcomings of FuseBase and how Agency Handy addresses them:
| Lackings of FuseBase | How Agency Handy Addresses Them |
| No Service Catalog | Customizable multi-package service listings with upsell options. |
| Basic order management features | Orders auto-create on purchase, with task tracking and real-time updates. |
| Limited customizable order forms | Allows self-checkout, upsells, and tailored pricing for specific services. |
| Limited team roles and permissions | Offers four distinct roles for better team and access control. |
2. Service Provider Pro
Service Provider Pro (SPP) is a reliable client portal solution designed specifically for agencies and small businesses.
While FuseBase excels in page-building and search tools, SPP focuses on core needs for agencies, including advanced order management, client communication, and a fully white-labeled experience.
With SPP, you can customize every aspect of your client interface—branded invoices, personalized emails, and more.
Finances are also easy to handle with SPP’s billing automation, subscription management, and smooth payment processing. Both you and your clients can manage payments and financial details seamlessly.
SPP’s order management is also highly adaptable. You can create flexible order forms using features like conditional logic and multi-step checkouts. The built-in CRM lets you manage client data securely, track interactions, and maintain GDPR compliance.
Not to mention, for agencies, SPP stands out as a top client onboarding tool with its drag-and-drop form builder, allowing you to quickly create custom intake and contact forms, making onboarding seamless and tailored.
Overall, if you want an all-in-one platform that covers invoicing, branding, and robust client portal features, SPP delivers a complete solution that surpasses FuseBase in several areas.
Further Read: Top Service Provider Pro Alternatives
Features of Service Provider Pro:
Service Provider Pro is a white-label client portal with client management capabilities. Here are its key features:
White-Labeling
Service Provider Pro offers complete control over client-facing interfaces, allowing agencies to brand portals, invoices, and communications. This includes sending emails from their domain for a more personalized and professional client experience.
Client Portal
The platform provides a centralized space where clients can manage their orders, invoices, and communication, offering a seamless experience in one place.
Order Management
SPP offers customizable order forms that adapt to different services, featuring options like conditional logic, add-ons, and multi-step checkouts to streamline the process.
Comprehensive CRM
With custom fields and GDPR compliance, SPP’s CRM helps agencies manage client interactions securely while tracking relationships more efficiently.
Advanced Forms
Agencies can easily build custom intake, order, and contact forms using the drag-and-drop form builder, with support for advanced features such as multi-page forms and conditional logic.
Branded Billing & Invoicing
SPP allows agencies to fully customize invoices with their branding. Automated reminders help ensure timely payments and reduce the need for manual follow-ups.
Pros of Service Provider Pro:
- Flexible order forms to get customized info
- Automated payment reminders for invoices
- GDPR-compliant client management system
- Integrates with tools like Zapier, Mailchimp, ActiveCampaign, etc
Cons of Service Provider Pro:
- Complete white-labeling is limited to the top-tier plan
- Steeper entry cost
Service Provider Pro Pricing
Service Provider Pro (SPP) offers three pricing tiers, each catering to different agency sizes and needs:
| Pricing Tier | Annual Price | Monthly Price | Users | Features |
| Basic | $99 | $129 | 5 | Custom workspace domain White-label email domain Built-in Helpdesk Affiliate and referral tracking |
| Pro | $249 | $299 | 10 | All Basic features, plus: Editable client-facing pages Client-side teams Create a reseller program |
| Plus | $1500 | $1500 | 50 | All Pro features, plus: Custom rules & workflows Custom integrations Priority support via Slack Remove “Powered by” Uptime SLAAPI Access |
Further Read: Service Provider Pro Plans & Pricing
What Do People Say About Service Provider Pro?
Rate on Capterra: 5 out of 5
“SPP makes running my business so much easier
Overall: Their tool is stable, does what it needs to do, and makes regular updates which is great and their support is one of the best I’ve dealt with using any SAAS tool.
Pros: Just does, what it is meant to do, simple yet effective. It has all the features that you need without all the extra add-ons that you just never need. It makes dealing with my customer’s orders, quick, responsive, and easy for my team and my customers.
Cons: If I could improve anything, I would love to see more features added to make the order forms a little easier to customize and make them a little more unique without lots of coding.” – Robert K.
Is Service Provide Pro Better than FuseBase?
If your main focus is managing clients, SPP might be the better choice for you. It shines in areas like order management, invoicing, and white-label customization.
Agencies that rely on strong client portals will find SPP’s features super helpful. Its built-in CRM, automated billing, and customizable forms make managing clients smooth and efficient.
On the flip side, FuseBase is more about internal project management. If your team needs tools for building pages, handling complex search functions, or managing lots of documents, FuseBase is a strong option. It works well for teams focused on knowledge management and document-heavy tasks.
So, pick SPP if you need a powerful client-facing solution. But if you’re looking to organize your internal processes, FuseBase might be the way to go.
3. Notion
When you compare Notion and FuseBase, the key feature that stands out is Notion’s flexible “blocks” system. FuseBase offers a strong foundation for knowledge-based projects, but it lacks the dynamic adaptability that Notion provides.
With over 10,000 templates, Notion helps you jumpstart any project or documentation—from CRM systems to project roadmaps.
Notion’s multi-view databases let you switch between table, calendar, board, and gallery views effortlessly, making it easy to customize and visualize your information. While FuseBase has similar features, Notion’s extensive block options give you more flexibility for project customization.
That said, Notion closely resembles FuseBase since both tools are designed to help you build a knowledge base for project management. Compared to that, Agency Handy provides a complete client journey experience, covering everything from onboarding to project management and payments.
However, Notion does come with some limitations. Beyond its steep learning curve, its free plan includes a block limit, and AI features require a separate purchase.
Overall, if you need a highly customizable platform to create databases and manage projects, Notion is a powerful option that can support nearly any workflow.
Features of Notion
Notion is a versatile tool that combines note-taking, project management, and database-building with endless customization options.
Blocks and Customization
The platform’s blocks system allows users to build customizable pages by adding various types of content, such as text, images, tables, and more. Each block can be dragged and rearranged. You can also add checkboxes, code snippets, and embed external content like Google Docs or Figma.
Database Creation
Notion excels at creating customizable databases with multiple views like tables, lists, Kanban boards, and calendars. These databases can hold structured data such as project tasks, goals, or resources, offering flexibility in how information is organized and displayed.
Templates Library
It offers over 10,000 pre-built templates across various categories like project management, CRM, and personal tracking. These templates help users get started quickly, allowing them to choose layouts for specific use cases like roadmaps, sales pipelines, or meeting notes.
Collaboration Tools
With shared workspaces, Notion makes collaboration easy by allowing team members to comment, tag others, and work on projects simultaneously. This feature enhances communication and streamlines teamwork by keeping everyone on the same page.
Wikis for Knowledge Management
Notion allows users to create and manage wikis, which serve as a central hub for storing company knowledge, policies, and guidelines. This feature is ideal for building internal knowledge bases or employee onboarding resources, easily shareable across teams.
Task and Project Management
The software provides built-in task management tools, including Kanban boards and to-do lists, enabling users to track progress, set deadlines, and assign tasks. This feature helps keep projects organized and ensures accountability within teams.
Public Pages and Sharing
Notion allows users to publish pages on the web with a simple link, making it easy to share content with external parties. This is particularly useful for public-facing documentation, portfolio pages, or shared resources without requiring additional software.
Integration with Other Tools
It integrates with over 80 third-party apps like Slack, Google Drive, and Jira, making it easy to connect with your existing workflows. Zapier can also be used to integrate apps that aren’t natively supported.
Notion AI
Notion’s AI helps automate tasks such as summarizing notes, drafting emails, and identifying action items from meetings. While it’s available as an add-on, this feature significantly boosts productivity by handling repetitive tasks and assisting with content generation.
Version History and Backups
The platform offers a version history feature, allowing users to track changes made to pages and restore previous versions if needed. This provides an extra layer of security and ensures important data isn’t lost.
Pros of Notion:
- 10,000+ ready-to-use templates to choose from
- Easy drag-and-drop interface for organization
- Real-time collaboration and seamless teamwork
- Integrates well with Google Drive, Slack, Zapier
- Rich content blocks for diverse use cases
Cons of Notion:
- Slow performance with large databases or pages
- Limited offline access and functionality issues
Notion Pricing:
Notion has a 3-tier pricing plan as well as a free version for individuals. Here are the details:
| Plan | Monthly Pricing | Annual Pricing | Page History | Guest Limit | Features |
| Free | $0 | $0 | 7-day | 10 | Collaborative workspace Basic page analytics Integrate with Slack, GitHub, and more |
| Plus | $12 per seat | $10 per seat | 30-day | 100 | Everything in Free: Unlimited blocks Unlimited file uploads Synced databases Custom websites Automations, charts & dashboards. |
| Business | $18 per seat | $15 per seat | 90-day | 250 | Everything in Plus: SAML SSO Private teamspaces Bulk PDF export Advanced analytics Advanced automations, charts & dashboards. |
| Enterprise | Contact Sales | Contact Sales | Unlimited | No Limit | Everything in Business: User provisioning (SCIM) Advanced security controls Audit log Customer success manager Workspace analytics Security integrations. |
| Notion AI | $10 per member | $8 per member | N/A | N/A | Add to any plan |
What Do People Say About Notion?
Rate on G2: 4.5 out of 5
“The best way to stay organized and systematic.”
What do you like best about Notion?
I love using notion because it helps me organise my business, all my other ventures and even my personal calendar. The various number of options to categorise and systemize my information is a god-send. It helps me save so much time.
What do you dislike about Notion?
I wish there were more styles and themes that I could use. I also wish it’s tables and sheets could be more like Excel so that I don’t have to switch between both so much. I also don’t like that I have to use two different apps for calander and note taking. To get calender feautres I have to use Notion Calander. It would be nice if Notion itself had the features instead of 2 different applications.” – Deepika D.
Is Notion Better Than FuseBase?
Yes, Notion is better than FuseBase for several reasons. First, Notion offers more extensive customization options with its blocks system, allowing users to create databases, documents, and wikis in one platform. This flexibility is unmatched.
Additionally, Notion provides unlimited file uploads, while FuseBase has storage limits, making Notion more suitable for teams with larger storage needs. Notion’s robust integrations with popular tools like Slack, GitHub, and Google Drive also give it an edge.
Finally, Notion’s user-friendly design and comprehensive templates make it easier to adopt for teams of all sizes, offering better overall functionality.
4. ManyRequests
ManyRequests offers a comprehensive client portal designed specifically for creative agencies. It provides features that FuseBase lacks: service cataloging, design feedback tools, automated payment reminders, and time-tracking capabilities.
These features make it an excellent choice for agencies managing creative workflows. The platform also excels at project management, allowing you to handle tasks, get client feedback, and oversee project progress from one centralized place.
The service catalog feature is especially useful for agencies who may not have a dedicated website and want to appear professional. It improves your chances of closing the deal, and with intake forms and a dedicated client portal, the onboarding experience is effortless.
You can further benefit from its white-label customization, enabling them to personalize client interactions, making the entire process feel branded and cohesive.
ManyRequests offers great client communication tools. You can send clients direct messages or interact through contextualized task discussions through comments. It’s great for keeping all necessary information in one place for your team to view.
Another standout advantage is its Zapier integration which lets you automate actions so your team doesn’t lose energy on repetitive tasks.
Overall, if you’re looking for a client-facing platform to manage creative operations, ManyRequests offers the specialized tools you need.
Further Read: Top ManyRequests Alternatives and Competitors
Features of ManyRequests:
ManyRequests is a powerful client portal platform designed for creative agencies. Here are some of its standout features:
Customizable Client Portal
ManyRequests offers a highly customizable client portal, enabling agencies to personalize every aspect of the client-facing interface. You can change the branding, add your logo, set up custom domain names, and modify the portal’s layout to ensure clients experience a fully branded.
Design Feedback Tools
It’s easy for your clients to give direct, in-context feedback on your design files. They can add comments and make real-time annotations right on the designs, so nothing gets lost in translation. It’s simple, clear, and helps everyone work together to get revisions right the first time.
Time Tracking
With ManyRequests, agencies can track the time spent on individual projects or specific tasks. This feature allows for live time tracking and manual time entry, offering insights into productivity and profitability. Detailed reports make it easy to review billable hours and improve time management across projects.
Automated Invoicing and Billing
ManyRequests simplifies billing with automated invoicing for both one-time and subscription-based services. Agencies can set up recurring billing schedules and send automated payment reminders to clients, minimizing manual work and ensuring payments are processed on time.
Service Catalogs
You can create fully customizable service catalogs that display their range of offerings. This feature allows clients to browse, select, and purchase services directly from the portal. You can define each service, add descriptions, and set up pricing.
Project Management Tools
ManyRequests includes powerful project management features that allow agencies to manage client requests, assign tasks to team members, set due dates, and track progress. The platform’s Kanban board view gives a clear visual overview of tasks.
Customizable Intake Forms
ManyRequests allows agencies to create fully customizable intake forms, ensuring that they capture all necessary client information right from the start. You can design these forms to match your specific needs, incorporating custom fields, conditional logic, and file upload options.
Zapier Integration
ManyRequests integrates seamlessly with Zapier, allowing agencies to connect with over 1,000 third-party apps. This integration automates routine tasks such as sending notifications, updating spreadsheets, syncing CRM data, and managing client communications.
Pros of ManyRequests:
- Centralized client portal for easy request tracking
- Automated payment reminders sent to clients
- Customizable intake forms for smooth onboarding
- Clear service catalogs with pricing options
- Zapier integration for workflow automation
Cons of ManyRequests:
- Limited advanced reporting tools
- Basic customization for team collaboration
ManyRequests Pricing:
ManyRequests offers four pricing tiers designed to cater to agencies of different sizes and needs. Here’s an overview of the available plans:
| Pricing Tier | Price (Monthly) | Price (Annually) | Users | Key Features |
| Starter | $99/month | $79/month | 2 | Unlimited clients all basic modules custom domain |
| Core | $149/month | $119/month | 5 | Unlimited clients Time-tracking module Design annotation Zapier integration Custom domain |
| Pro | $399/month | $319/month | 10 | All Core features: White-label portal Affiliate module Remove ‘Powered by’ branding |
| Enterprise | Custom | Custom | 25+ | Bulk seat pricing Priority support API access Dedicated account manager |
Note: All plans offer unlimited storage, but files are limited to 10GB per upload.
Further Read: ManyRequests Pricing & Plans: Worth It or Overvalued?
What Do People Say About ManyRequests?
“A Secure Client Portal
What do you like best about Manyrequests?
We have been using manyrequests for almost a year now for our client projects and its one of the best project management system and a client portal we have used so far, it has almost all the customization options we require, time tracking, checklists, ticketing and feedback from our clients, which helps us to combine everything in one place.
What do you dislike about Manyrequests?
It’s a bit costlier compared to other options, because to remove the branding on the portal we have to remove a lot per year as we want to fully whitelabel the client portal, it would be great if we have the same option in the core plan.”- Sharon J
Is ManyRequests Better than FuseBase?
ManyRequests is great for handling client-facing tasks. You get a customizable client portal, built-in design feedback tools, time tracking, and automated billing. If you run a creative agency and want to simplify how you manage clients and projects, ManyRequests could be a perfect fit.
FuseBase, on the other hand, is designed for internal project management. It offers page-building features and advanced search tools. If your team deals with a lot of documents and needs strong internal workflows, FuseBase might work better for you.
So, think about your top priorities. Choose ManyRequests if you’re focused on smooth client management. Pick FuseBase if your main goal is organizing internal processes.
5. Monday.com
Monday.com is a powerful project management tool with intuitive features that cater to teams of all sizes. Unlike FuseBase, which focuses on document automation and collaboration, Monday.com excels in managing projects, tasks, and workflows with ease.
Its intuitive drag-and-drop interface allows users to create custom dashboards, automate processes, and visualize data through Gantt charts, Kanban boards, and more. This flexibility makes it a great fit for both small teams and large enterprises, offering tools that are easy to adapt to different project needs.
Moreover, Monday.com supports task dependencies, workload views, time tracking, and integrations with over 200 apps like Slack and Google Drive.
One key differentiator is Monday.com’s extensive automation, which simplifies repetitive tasks and allows teams to set up rules for workflows. FuseBase, on the other hand, focuses more on automation related to document management.
Furthermore, Monday.com is built to handle multiple types of projects, from marketing campaigns to product development, whereas FuseBase has a more niche focus on document collaboration.
Overall, Monday.com provides more versatility, making it a better option for organizations needing comprehensive project and task management capabilities.
Features of Monday.com
Let’s look into the features of Monday.com:
Customizable Dashboards
Monday.com lets you create custom dashboards to fit your unique project needs. You can track key metrics, monitor progress, and visualize your data with ease. These dashboards are fully customizable, allowing you to add widgets like progress bars, calendars, or project overviews..
Automation
With Monday.com’s automation capabilities, you can eliminate repetitive tasks and boost efficiency. Customizable workflows allow you to automate actions like task assignments, status updates, or sending notifications when a deadline is near.
Multiple Views for Task & Project Visualization
Whether you prefer Kanban boards, Gantt charts, calendars, or timeline views, Monday.com offers multiple ways to manage your work. Kanban boards are perfect for visual task management, while Gantt charts give you a timeline-based view of your projects.
Task Dependencies
Linking tasks and setting dependencies is crucial for keeping complex projects on track. Monday.com allows you to set task dependencies, ensuring that certain tasks can’t begin until others are completed.
Integrations
Monday.com integrates seamlessly with over 200 popular apps, including Slack, Google Drive, Zoom, and many more. This means you can pull in data from other tools, centralize communication, and manage everything from one place.
Time Tracking
The built-in time tracking feature allows teams to track how much time is spent on each task or project. This feature is perfect for project managers who need to manage budgets and ensure that team members are meeting deadlines.
Collaboration Tools
Monday.com enhances team collaboration with real-time updates, file sharing, and threaded comments. You can leave feedback directly on tasks, upload relevant documents, and tag team members to keep the conversation organized and in context.
Pros of Monday.com:
- Highly customizable boards for specific workflows
- Clear visibility into project progress and timelines
- User-friendly interface, easy for non-tech users
- Real-time collaboration with document sharing and tasks
- Seamless integration with Google Drive, Gmail, etc
Cons of Monday.com:
- Easy to clutter without proper guidance
- Occasional server outages disrupt project workflows
Monday.com Pricing:
Monday.com offers the following pricing plans:
| Pricing Plan | Monthly Price | Annual Price | Features |
| Basic | $9 per seat | $12 per seat | Unlimited items 5GB file storage Prioritized customer support Create a dashboard based on 1 board Unlimited free viewers |
| Standard | $12 per seat | $14 per seat | Timeline and Gantt views Calendar view Automations (250 actions/month) Integrations (250 actions/month) Create a dashboard that combines 5 boardsGuest access |
| Pro | $19 per seat | $24 per seat | Private boards Time tracking Formula column Chart view Automations (25K actions/month) Integrations (25K actions/month) Create a dashboard that combines 20 boards |
What Do People Say About Monday.com?
Rate on G2: 4 out of 5
“Monday.com is our Process MVP
What do you like best about monday.com?
The integration and synchornization with other programs are quite effective on their own . it look very little time to integrate it into our workflow. it is far easier to monitor and complete duties with than any other tool we have used and the responsive help ensures that there are very few technical concern .
What do you dislike about monday.com?
The primary problem i have with Monday.com is that a lot of its most alluring features rely on third-party material, which frequently calls for extra fees . This may result in a considerable increases in platfornm costs, particularly for individuals users or small enterprises.” – Ashley M.
Is Monday.com Better than FuseBase?
Yes, Monday.com is a more comprehensive tool than FuseBase for managing projects and workflows. It offers a wider range of features, including customizable dashboards, time tracking, and automations, which make it highly adaptable to different business needs.
In addition to its flexibility, Monday.com integrates with over 200 apps, including Slack, Google Drive, and Zoom, making it easier to streamline workflows and keep all tools connected. FuseBase lacks this level of integration support.
6. Trello
Trello is a straightforward and visual project management tool that helps teams of all sizes organize tasks and track progress effortlessly. It’s a simpler alternative to FuseBase’s knowledge-based project management set up.
Trello offers multiple views beyond its classic Kanban board, including timeline, calendar, map, and dashboard views. These options provide flexibility for teams to manage tasks visually, track deadlines, and gain insights into project progress from various perspectives.
Moreover, it also supports 200 integrations that are called “Power-Ups”. They allow you to add features like time tracking and reporting, and customize boards to enhance workflow and task management efficiency.
Teams can easily connect Trello with apps like Miro, Mailchimp, Integratedly, and more, extending its capabilities to fit different workflows.
Moreover, Trello has built-in automation features. You can automatically update cards, move tasks, or notify team members by setting up triggers and actions.
Trello stands out for its ease of use, making it a go-to solution for small teams or non-technical users. From starting a project to managing tasks, everything is intuitive and streamlined.
What truly sets Trello apart, and where FuseBase falls short, is this simplicity—allowing teams to get up and running in minutes with minimal effort.
Features of Trello:
Trello is a flexible project management tool known for its user-friendly interface and powerful features. Below are some key features that make Trello a favorite for teams of all sizes:
Kanban-Style Boards
Trello uses a visual Kanban board system that allows teams to track tasks with ease. Each task is represented as a card, and users can move cards across columns to signify progress, making project tracking simple.
Multiple Project Views
Beyond Kanban boards, Trello offers additional views like calendar, timeline, dashboard, and map views. These options provide users with different ways to visualize tasks and deadlines, depending on project needs.
Power-Ups (Integrations)
With Trello’s Power-Ups, users can integrate third-party apps like Google Drive, Slack, or time-tracking tools. These integrations enhance the platform by adding more functionality based on the team’s specific needs.
Customizable Workflows
The platform allows users to create and customize boards, lists, and cards to fit unique workflows. This flexibility makes it easy to adapt Trello to different project styles or industries.
Built-in Automation (Butler)
Trello’s Butler automation helps reduce manual tasks by setting up custom triggers and actions. Users can automate card movements, reminders, and notifications to keep their workflow running smoothly.
Collaborative Task Management
It makes collaboration seamless by allowing multiple users to work on the same board, with easy task assignments and comments. Team members can share attachments, checklists, and updates in real-time.
Mobile and Cross-Platform Support
Trello is available on desktop, mobile, and web, offering a consistent experience across all devices. This makes it easy for teams to stay connected and manage projects on the go.
Pros of Trello:
- Flexible Kanban Board layout to match any workflow
- Generous free plan for smaller teams
- Powerful in-built automation with easy set-up
- Supports over 200 integrations
- Custom fields available on premium versions
Cons of Trello:
- Managing multiple projects can be challenging
- Lacks built-in task dependencies
Trello Pricing:
Trello has 4 different pricing plans including a free plan that works well for small teams. Here are the details:
| Pricing Tier | Monthly Pricing | Annual Pricing | Features |
| Free | $0 | $0 | Unlimited cards Up to 10 boards per Workspace Unlimited Power-Ups per board 250 Workspace command runs/month 10MB/file storage OS/Android apps |
| Standard | $6 per user/month | $5 per user/month | Unlimited boards Custom Fields 1,000 Workspace command runs/month Advanced checklists Single board guests 250MB/file storage |
| Premium | $12.50 per user/month | $10 per user/month | Timeline, Calendar, Table, Dashboard, and Map views Unlimited command runs Workspace-level templates Admin and security features Simple data export Observers |
| Enterprise | $17.50 per user/month (50+ users) | $210 per user/year | Unlimited Workspaces Organization-wide permissions Multi-board guests Public board management Power-Up administration 24/7 Enterprise admin support |
What Do People Say About Trello?
Rate on G2: 4 out of 5
“Project Planning for the 21st Century
What do you like best about Trello?
The structure of Trello is seamless and easy to understand. The format of the boards and template make project planning intuitive for new users. It allows easy collaboration when you share it with others. It can be used daily to support tasks large and small.
I found their client help and customer support to be attentive and well-structured.
What do you dislike about Trello?
If you try to dive too deep into the project design, the amount of content can quickly become unwieldy and confusing. Often, the descriptions and details make the boards hard to read and/or interpret.
What problems is Trello solving and how is that benefiting you?
The organization of daily tasks at an individual and team level”. – David C.
Is Trello Better Than FuseBase?
Trello offers a visual, user-friendly project management tool that’s great for team and client collaboration, simplifying task-based communication. FuseBase, on the other hand, focuses on building layered project pages with strong search functionality, though it’s less visually intuitive.
If you prefer visual task tracking, Trello is ideal, while FuseBase suits those who need detailed, searchable project organization. Your choice depends on your preferred workflow style.
7. Copilot
Copilot is a client-focused platform that provides branded client portals, direct messaging, and in-depth customer profiling to ensure effective client management.
These tools with user-friendly collaboration features to fill gaps left by FuseBase’s document-oriented approach, that’s not ideal for client communication.
Its client portal provides an intuitive space to interact with clients, manage projects, and securely share files. Clients can converse with the team in a contextualized, task-specific channel or through the Message App. You can send mass messages or direct messages with this feature.
Moreover, the platform lets you create any number of customized forms that allow you to gather all the information you need. This information is stored in the customer profile.
For customer support, you can create and add pages to your HelpDesk app to help customers with a knowledge-base to solve issues that may appear.
Additionally, the platform excels at internal team management. Copilot has in-depth role customization, and you can adjust permissions for each role. Moreover, it’s super easy to invite members to your team.
Integrated with apps like Calendly and Airtable, Copilot also supports scheduling and workflow automation, enabling more efficient collaboration.
Compared to Copilot, Agency Handy has an integrated ticketing system for quick client support, service listing, and order form features. What’s more interesting is you can list services with multiple packages, which you can’t do in Copilot.
Features of Copilot Features
Here’s a look at the top features that Copilot offer:
Messaging App
You can use the Messaging App for secure, real-time communication with your clients. It’s flexible—clients can either message through Copilot or respond to email notifications directly. This setup keeps conversations organized and easy to follow, no matter the preferred method of communication.
File Sharing and Document Management
The Files App makes it simple to share and manage files securely. Both you and your clients can upload, download, and organize important documents, links, or folders, so everything you need is always within reach.
Contract Management
The Contracts App offers end-to-end contract management, including the creation, signing, and storage of e-signature contracts. It makes managing legal documents easy and gives your clients a professional, seamless experience.
Customizable Client Forms
Gathering client information is easy with the Forms App. You can design custom forms with different question types, simplifying the onboarding process and helping you collect the details you need for projects.
White-label Client Portals
Copilot lets you set up branded client portals. Clients can log in to view documents, check project updates, and manage their accounts. This creates a professional, secure space for clients to interact with your agency, boosting engagement and giving them more control.
Project and Task Tracking
You can manage tasks and projects smoothly. Assign tasks, set deadlines, and monitor progress—all in one interface. This feature helps you stay organized and ensures your team stays on top of deliverables, especially when projects get complex.
Billing App
The Billing App simplifies billing and invoicing management. Clients can view invoices, make payments, and manage their billing preferences, creating a smooth, self-service billing experience that reduces administrative overhead for agencies.
Pros of Copilot:
- Customizable user permission settings
- Easy link sharing of custom forms
- Responsive customer support team
- Allows creating a knowledge base for customers’ self-help
- Ready-to-go workplace templates
Cons of Copilot:
- File preview requires downloading
- Custom domains only on premium plans
Copilot Pricing:
Copilot offers 4-tiered pricing plans to fit the needs of businesses at different stages of growth. Here are the details:
| Pricing Tier | Annual Pricing | Monthly Pricing | Clients | Features |
| Starter | $29 per user | $39 per user | 50 | 50GB storage Custom branding Messaging Billing Files Contracts Forms Helpdesk Apps |
| Professional | $69 per user | $89 per user | 500 | 500GB storage Custom domain API & webhooks Automation via Zapier & Make Suppport for Partner & Custom Apps |
| Advanced | $119 per user | $139 per user | 5000 | 5TB storage Remove ‘Powered by Copilot’ HIPAA compliance Client Access permissions Onboarding assistance Priority support |
| Supersonic | Custom | Custom | 10,000 | 10TB storage Increased API limits Lowest payment processing fees Distribute users across portals Dedicated success manager & training |
What Do People Say About Copilot?
Rate on G2: 5 out of 5
“Impressive software!
What do you like best about Copilot?
What I love about this product is the design and ease of use. Within a few hours I was able to customize the portal to reflect my brand and even add essential apps for my team and clients to use.
What do you dislike about Copilot?
The fees vary based on the plan chosen, which considering the price of the plans the fees could be simplified at a lower rate.
What problems is Copilot solving and how is that benefiting you?
Its provides me with a single touch point to manage and communicate with all my clients. I’ve even been able I streamline my client onboarding process to collect all forms, content, and data in one location.” – Taresa S.
Is Copilot Better than FuseBase?
Copilot and FuseBase serve different needs. Copilot excels in client communication with its intuitive messaging, invoicing, and client portal features, making it ideal for client-focused agencies.
FuseBase, however, specializes in document management and workflow customization, better suited for teams needing detailed project documentation.
The choice depends on whether client interaction or internal documentation is a higher priority.
8. ClickUp
ClickUp is a versatile project management platform that combines project management, team collaboration, and client management in one space.
It offers a high level of customization, allowing users to tailor workflows with custom statuses, fields, and automation rules to match various industries. Teams can manage projects using multiple views such as lists, boards, Gantt charts, and calendars. Its customizable dashboards offer a quick overview of key metrics, making it easier to track progress and make informed decisions.
Collaboration is simplified with ClickUp’s task comments, document sharing, and built-in chat, helping teams stay connected without needing extra tools.
It also supports client management with private folders and tasks that can be shared selectively, giving clients access to relevant information without exposing internal data. The platform integrates with popular tools like Slack and Google Drive, further enhancing workflow efficiency.
While FuseBase offers useful project and team management capabilities, it doesn’t match the range of customization and task views that ClickUp provides. ClickUp excels in adaptability and advanced features like white labeling, workload management, and time tracking, making it a better fit for growing organizations.
Features of ClickUp:
ClickUp combines project management and client management tools, making collaboration both within your team and with external clients more streamlined.
Task & Project Management
ClickUp simplifies task and project organization by enabling users to create detailed tasks, set priorities, and group them into larger projects. This gives you an overall view of your workload and milestones, ensuring that all project elements are aligned.
Customization
ClickUp’s extensive customization options allow you to tailor statuses and fields to match your specific workflow. This flexibility makes it adaptable to various industries and working styles, providing a personalized experience.
Diverse Views
ClickUp offers a variety of views, such as lists, boards, calendars, and Gantt charts, catering to different preferences. This allows you to visualize tasks and projects in the format that best suits your needs.
Dashboards
Customizable dashboards in ClickUp let you track key metrics and goals in one place. This provides an at-a-glance view of your progress, making it easier to make quick, informed decisions.
Collaboration Tools
ClickUp supports teamwork with features like task comments, document sharing, and collaborative wikis, centralizing communication and reducing the need for additional tools.
Client Management
ClickUp helps you manage client work by organizing private folders, lists, and tasks, which can be selectively shared. Clients can be invited as guests with limited access, ensuring they only see relevant information, while status updates and email integration simplify communication.
White Labeling
ClickUp allows you to personalize your workspace with your branding, including logos, colors, and a custom URL. This extends to email notifications and public links, creating a branded experience for both internal and external users.
Powerful Integrations
ClickUp integrates with popular tools like Slack and Google Drive, synchronizing your workflow and reducing the need to switch between platforms, making work more efficient.
Pros of ClickUp:
- Quick load times and responsive interface
- Seamless task syncing across multiple devices
- Automates repetitive tasks to save time
- Integrates smoothly with Slack and Google Drive
- Offers a free plan for individuals and small teams
Cons of ClickUp:
- Performance issues when handling large datasets
- Customer support speed varies depending on the plan
ClickUp Pricing:
ClickUp offers 3-tiered subscription plans and has a free forever version that is useful for individuals and very small teams. Here are the details:
| Pricing Tier | Monthly Pricing | Annual Pricing | Features |
| Free Forever | Free | Free | 100MB storage Unlimited tasks Kanban boards Collaborative docs Real-time chat |
| Unlimited | $10 | $7 | Unlimited storage Integrations Dashboards Gantt charts Advanced project management tools |
| Business | $19 | $12 | Everything in Unlimited, Plus: Google SSO Advanced automation Time tracking Workload management |
| Enterprise | Custom pricing | Custom pricing | Everything in Business, Plus: White labeling Advanced permissions Custom roles Dedicated customer success manager support |
What Do People Say About ClickUp?
Rate on Capterra: 5 out of 5
“No nonsense AIO project management tool
Pros: Ease of use and how we can collaborate with other team members.
Cons: Sometimes it’s confusing to find pages and go search for items, and there is a limitation to prefix use cases.” – Amiya S.
Is ClickUp Better than FuseBase?
ClickUp and FuseBase each have their strengths. FuseBase is a solid knowledge base tool, ideal for organizing project documentation and managing information efficiently.
On the other hand, ClickUp excels in team collaboration, task management, and workflow automation, making it a great option for teams working together on various projects.
However, FuseBase faces limitations in its client portal, which is quite restricted across all plans. In contrast, ClickUp offers more comprehensive tools for both team collaboration and client management.
9. SuiteDash
SuiteDash is a feature-rich, all-in-one business management platform that allows you to conduct customer management, marketing campaigns, learning management, etc. FuseBase doesn’t cover such extensive functions.
The client portal in SuiteDash is fully customizable, allowing businesses to create a branded experience for their clients. This portal facilitates secure file sharing, client collaboration, and access to project updates.
Although it lacks real-time messaging, SuiteDash provides an integrated email-like communication system, which works well for task-specific interactions.
SuiteDash excels with automation and workflows, where businesses can automate repetitive tasks and set up trigger-based workflows. It also features comprehensive project management tools, including Kanban boards, time tracking, and task dependencies, making it easy to manage complex projects.
For client relationship management (CRM), SuiteDash organizes client data efficiently, with features like sales pipelines, contact categorization, and deal tracking. Its invoicing and billing system simplifies financial transactions, offering branded invoices and integration with multiple payment gateways.
SuiteDash’s learning management system (LMS) is ideal for businesses offering online courses. It supports course creation, progress tracking, and certificate issuance which. You can set up learning resources with Notion as well and embed videos from online resources, tables, and other forms of content.
Overall, the platform is a great alternative for businesses with complicated workflows that have the resources to hire a tech expert to set up the system. But for smaller teams, Copilot may be a better tool for client management and team handling.
Further Read: Top 11 SuiteDash Alternatives and Competitors
SuiteDash Features:
Here’s a look at the top features that SuiteDash offers:
Client Relationship Management (CRM)
SuiteDash’s CRM organizes client data, manages sales pipelines, and facilitates targeted communication. You can categorize contacts, track deals, and monitor client interactions in one streamlined system, enhancing client relationship management.
Project Management
The project management tools include Kanban boards, task dependencies, and time tracking. These features help teams stay organized, monitor progress, and ensure projects are completed on time, making task management efficient and transparent.
Client Portals
SuiteDash offers secure, white-labeled client portals where clients can access project details, share files, and collaborate. This customized space improves client engagement, providing a seamless, professional experience for project updates and communication.
Invoicing & Estimates
With SuiteDash’s invoicing system, you can create branded invoices, automate recurring billing, and offer various payment options. This simplifies the billing process, ensuring timely and accurate payments while reducing administrative tasks.
Automation & Workflows
SuiteDash’s automation features let you automate repetitive tasks and set up trigger-based workflows. This saves time and increases efficiency, allowing your team to focus on higher-value activities.
Learning Management System (LMS)
The LMS feature allows you to create, sell, and manage online courses. It includes progress tracking, certificate issuance, and a drag-and-drop course builder, perfect for businesses offering educational content.
White-Labeling
SuiteDash offers full customization, including logos, colors, and a branded mobile app. This white-label functionality provides a cohesive brand experience, reinforcing your professional image across all client interactions.
Pros of SuiteDash:
- Custom forms can be seamlessly integrated into the client portal
- Secure logins are enhanced with two-factor authentication
- Generous storage options, offering up to 2 TB
- All plans include unlimited internal members
- Offers lifetime purchase of plans
Cons of SuiteDash:
- Initial setup can be lengthy and complex.
- Users may experience occasional slow performance.
SuiteDash Pricing:
SuiteDash provides a lifetime plan that is a valuable investment, especially if your team can make the most of its vast array of features. Here are the plans to choose from:
| Plan | Monthly Pricing | Annual Pricing | Lifetime Pricing | Features |
| Start | $19 | $15 | $2240 | Unlimited users branded workspace basic project management 100GB storage CRM white-labeling |
| Thrive | $49 | $40 | $3,940 | Everything in START: Autoresponder drip marketing Dynamic proposals 500GB storage Client live chat |
| Pinnacle | $99 | $80 | $6,840 | Everything in THRIVE: Task dependencies Flow automation LMS 2TB storage Support tickets |
Further Read: SuiteDash Pricing and Plans: Should You Get It?
What Do People Say About SuiteDash?
Rate on G2: 5 out of 5
“The perfect tool for business owners”
What do you like best about SuiteDash?
SuiteDash is a turn-key solution for business owners who are serious about their business. I’ve had SuiteDash for over 4-years and it just keeps getting better. I still haven’t exhauted all of the features. What is even better is they are continually adding new features and responding to requests. The training on the platform is outstanding.
What do you dislike about SuiteDash?
I honestly cannot think of anything that I don’t like. After 4 years of using SuiteDash I am completely satisfied. Anytime that I have needed help or guidance that I couldn’t find in their academy, I was able to get an answer quickly.
What problems is SuiteDash solving and how is that benefiting you?
SuiteDash has enabled me to save money by having all of the tools that I need in one place. This has also saved me time by having everything integrated in one place.” – Anthony L.
Is SuiteDash Better than FuseBase?
Yes, SuiteDash can be better than FuseBase if you need a highly customizable, all-in-one platform with CRM, project management, and client portals.
SuiteDash offers more extensive features and branding flexibility, making it ideal for businesses seeking comprehensive solutions. However, for those prioritizing simplicity and ease of use, especially for client portal setup, FuseBase may be a better fit.
10. Moxo
Moxo stands out compared to FuseBase with its advanced client interaction features. While FuseBase limited client portal, Moxo goes further by offering a Client Interaction Hub that includes secure messaging, video meetings, and document sharing.
Embedded Workspaces in Moxo simplify project management for both internal and external teams. You can easily set up automated approvals, eSignatures, and file requests, making collaboration flexible and efficient.
The drag-and-drop workflow builder automates routine processes and creates reusable templates. Detailed reporting dashboards offer visibility into task performance, helping you optimize workflows and manage projects more effectively.
However, compared to Service Provider Pro (SPP), Moxo lacks advanced custom forms and onboarding features. SPP excels in providing tailored client forms and streamlined onboarding, making it a better choice for agencies focused on client service management.
Overall, Moxo is a strong contender for businesses focused on automating client workflows and maintaining secure, branded communication.
Further Read: Best Moxo Alternatives & Competitors to Try
Key Features of Moxo:
Moxo provides an all-in-one client interaction hub designed to simplify workflows and streamline communication. Here’s a look at its standout features:
Workflow Automation
Moxo’s drag-and-drop builder allows you to automate tasks like file requests, approvals, and eSignatures. You can save time by creating reusable templates and setting up automatic notifications to keep workflows moving efficiently.
Client Interaction Suite
Engage with clients through secure messaging, video meetings, file sharing, and annotations—all integrated into one platform. This centralizes communication, making it easy to manage projects and maintain context for every interaction.
Embedded Workspaces
Use SDKs to embed Moxo’s workspaces into your existing app or website. This keeps your branding consistent while adding powerful workflow and collaboration tools to your own platform.
Document Collection & Management
Automate the collection of files and approvals, securely store documents, and track every interaction with an audit trail. You can preview files without downloads, making document handling efficient and organized.
Custom Branding & Client Portal
Create a fully branded experience with custom logos, colors, and URLs. Clients can access their workflows and files in a streamlined portal that reflects your brand’s identity, available on both mobile and web.
Notifications & Reminders
Stay on top of tasks with timely email or app notifications. Custom reminders ensure that projects stay on track and deadlines are met, with “magic links” that take users directly to their assigned tasks.
Reporting & Insights
Get real-time visibility into task completion rates, workflow efficiency, and team performance. Moxo’s reporting dashboard provides insights to optimize processes, with options to export data for further analysis.
File Annotations
Collaborate directly on documents by adding annotations within the platform. This keeps feedback centralized and eliminates the need for external tools, making it perfect for teams needing quick, efficient revisions.
Custom Integrations
Moxo integrates seamlessly with tools like Salesforce, HubSpot, and DocuSign. Use APIs and Zapier to automate actions across platforms, ensuring your existing tech stack works harmoniously with Moxo.
Pros of Moxo:
- Vast template gallery saves your setup time
- Version control lets you retrieve previous versions
- Integrates with CRM platforms like Hubspot and Salesforce
- You can send files to clients in direct messages
- Video conferencing with internal team available
Cons of Moxo:
- Complex workflow setup is challenging
- Pricing is comparatively higher than other Moxo alternatives
Note: Read Ageny Handy VS Moxo to find out which stands out the best.
Moxo Pricing:
Moxo has a 3-tier pricing plan, and here’s a detailed breakdown:
| Pricing Tier | Price | Features |
| Business | Quotation-Based | Workflow builder & templates Collaboration suite (messaging, video meetings, file sharing) Approvals & Acknowledgments Signatures File requests Meeting scheduler Tasks Basic automations & integrations Content library Personal productivity dashboard 100 GB/user storage |
| Business Pro | Quotation-Based | All Business features, plus: Advanced automations & integrations Forms Management reporting dashboard Branching & 7-year audit history SAML SSO Custom onboarding Dedicated Customer Success Manager Portal add-on (client dashboard, branding) Private labeled app (iOS, Android) Custom URL & email domain 50 GB/user storage |
| Enterprise | Contact Sales | All Business Pro features, plus: Enterprise REST API & SDKs (iOS, Android, JavaScript, etc.) Webhooks (incoming/outgoing) Custom Business Actions Dedicated Technical Account Manager Enterprise Support & deployment options Private Cloud and On-Premises options available 1 TB/user storage |
Further Read: Moxo Pricing and Plans 2024: Is Moxo Worth the Cost?
What Users Say About Moxo?
Rate on Capterra: 4.1 out of 5
“Communicate Better with Moxtra
Overall: With our large team of construction workers, we can use Moxtra to effectively keep up with each job that we are working on. Being in the pool industry, we work on up to 10 jobs at a time. By being able to add pictures, files, and chat with the team, we can effectively relay everything needed to everyone without having to use multiple channels of communication” – Brittany H.
Is Moxo Better than FuseBase?
Determining whether Moxo is better than FuseBase depends on your organization’s specific needs.
Moxo offers secure client portals and workflow automation, making it suitable for larger organizations. FuseBase provides customizable collaboration tools and is more cost-effective, appealing to smaller businesses.
Therefore, the choice between Moxo and FuseBase should be based on your organization’s size, budget, and specific requirements.
11. Clinked
Clinked is a powerful client and partner portal solution designed for seamless collaboration. Unlike FuseBase, it offers advanced features like file approvals, version control, group event calendars, and audit trails, making team and deliverable management efficient and straightforward.
Its Client Portal is fully customizable, allowing you to white-label with your logo, custom URLs, and personalized home pages. Clients can easily share files, collaborate on tasks, and engage in discussions with real-time updates, @mentions, and a notification system for smooth communication.
Moreover, project management is simplified with customizable workspaces, task assignments, and performance tracking. Real-time activity streams and mobile access keep everyone updated and connected, whether in-office or on the go.
For partners, Clinked provides a dedicated Partner Portal to streamline collaboration. You can customize access, set up workflows, and integrate with Google Docs or Zapier. Partners can manage shared projects and stay organized in a fully branded environment.
Compared to ManyRequests, Clinked falls short in service listing features but excels in secure client collaboration. ManyRequests offers more robust tools for setting up service catalogs and handling client orders, making it ideal for agencies focused on service listings and streamlined client management.
Overall, Clinked’s versatile setup combines a branded client portal, powerful partner collaboration tools, and effective project management.
Further Read: 6 Best Clinked Alternatives & Competitors for Agencies
Features of Clinked:
Whether you need smooth onboarding or secure document sharing, Clinked provides an intuitive platform with a range of powerful features:
Custom Branding
Completely white-label your portal by adding your logo, custom fonts, and personalized domain. You can also tweak the interface by renaming navigation items and adding shortcuts to better fit your brand.
Secure File Sharing
Share files up to 5GB and utilize 1TB of storage space, with protection provided by 256-bit SSL encryption and AES encryption for secure file storage and transfers.
Document Approval and Version Control
Facilitate easy document collaboration with Clinked’s approval process and version control. Users can review, approve, and track document versions, as well as restore older versions when needed.
Task Management
Streamline project workflows by creating tasks, setting deadlines, and assigning them to team members. With built-in reminders and progress tracking, Clinked keeps everyone accountable and projects on schedule.
Mobile App (iOS and Android)
Stay connected on the go with Clinked’s mobile app. It lets you share files, chat in real time, and get notifications instantly, ensuring your team stays in sync, whether on mobile or desktop.
Audit Trails
Monitor user activity with comprehensive audit trails. Track uploads, downloads, edits, and deletions to maintain transparency and ensure compliance, making it easy to review all actions.
Client Onboarding
Simplify client onboarding with automated workflows and integrations like Zapier. Set up custom forms and triggers to collect information and sync data efficiently, enhancing the client experience and reducing manual tasks.
Group Workspaces
Organize projects by creating customized workspaces for different teams, clients, or tasks. Each workspace can have its own files, task lists, and communication tools, with permissions tailored for secure collaboration.
Real-Time Activity Streams
Stay informed with real-time activity streams showing updates, changes, and notifications. You can filter the stream to focus on the most relevant project information.
Virtual Data Room (VDR)
Clinked’s Virtual Data Room provides a secure platform for sharing and managing sensitive documents, featuring audit trails and controlled access to ensure data confidentiality.
Pros of Clinked:
- Quick and straightforward setup process
- Smooth integration with Google tools for easy syncing
- Event Calendar helps keep the team organized and informed
- Strong encryption and access controls for enhanced security
- Clients can add comments directly to shared files
Cons of Clinked:
- Limited offline accessibility
- Costs increase with additional storage or more users
Note: Read Agency Handy VS Clinked to find out which one is the better fit.
Clinked Pricing:
Clinked offers 4-tiered pricing plans that are fit for small to large businesses with even 1000+ employees.
| Pricing Tier | Annual Pricing | Monthly Pricing | Features |
| Lite | $95 | $119 | White-label Portal for Small Businesses Files and Notes Full-Text Search 100 Members 100 GB Storage Unlimited Guests |
| Standard | $239 | $299 | All Lite features: Tasks Shared Calendar Discussions Realtime Group and 1 to 1 Chat 100 Members 1 TB Storage Your Own Domain (URL) Audit Trail Unlimited Guests |
| Premium | $479 | $599 | All Standard Features: 250 Members 3 TB Storage White-label email notifications Custom domain file upload Document Watermark Kanban board for Tasks Unlimited Guests |
| Enterprise | Custom pricing | Custom pricing | All Premium features: 1000+ Members 5 TB+ Storage White-label mobile app Active Directory & Single Sign-On Response and uptime SLAs Choice of data center locations (US/EU/Row) Customer Success Manager |
What Do People Say About Clinked?
Rate on Capterra: 5 Out of 5
“A professional portal
Overall: I am very much enjoying using Clinked, and my clients have commented on how they like it too, a great tool for client management.
Pros: Clinked is a fantastic app for freelancers. It provides a really well organised and professional workflow which will save you time and effort.
Cons: The notifications have quite a large delay, though I feel this is due to an issue with my setup.” – Alex P
Is Clinked Better than FuseBase?
Yes, Clinked may be better than FuseBase if your priority is secure file sharing and simple, effective collaboration tools.
Clinked focuses on group communication and secure document management, making it ideal for teams that need a straightforward, secure platform.
On the other hand, FuseBase is preferable for businesses needing highly customizable client portals, advanced project management, and AI-powered features.
Key Features to Consider While Choosing a FuseBase Alternative
When searching for a FuseBase alternative, it’s important to focus on the specific features that FuseBase lacks to ensure a better collaboration and project management experience.
Customizable Service Catalog
One of the key limitations of FuseBase is the lack of a customizable service catalog. Look for platforms that allow you to create detailed, multi-tier service listings. This helps you professionally showcase your offerings, making it easier for clients to understand and select the services they need.
Fully Customizable Client Portals
Unlike FuseBase, many alternatives offer fully customizable client portals, allowing you to personalize branding, layouts, and domain names. This creates a cohesive, branded experience for your clients, enhancing professionalism and engagement from the start.
Streamlined Onboarding with Custom Order Forms
Customizable order forms that streamline the onboarding process with direct purchase, self-checkout options, even upselling opportunities, and showcase add-ons. These forms give you the chance to boost revenue as well as improve customer service.
Flexible Billing and Invoicing
FuseBase doesn’t emphasize billing flexibility, which can be a drawback for businesses handling various payment structures. Look for tools that offer automated invoicing, split payments, and recurring billing, and support multiple payment gateways.
What’s The Best FuseBase Alternative?
If you’re searching for a strong alternative to FuseBase, Agency Handy stands out for a good reason. It’s packed with features designed to simplify your client management and boost efficiency, all while offering competitive pricing.
Here’s what makes Agency Handy shine. It offers powerful service catalogs and customizable order forms that make client onboarding smooth and effortless. With a user-friendly interface, you can streamline order management and tailor intake forms to your specific needs.
Plus, its white-label customization helps you deliver a professional and personalized experience that impresses your clients.
Managing projects is easier too. With built-in Kanban boards, you can keep tasks organized and your team focused. Every feature works together seamlessly to enhance project flow and client interactions, making Agency Handy an efficient and effective choice.
While there are other reliable platforms like ManyRequests and SPP, Agency Handy’s comprehensive features and flexibility put it a step ahead. If you want a solution that prioritizes ease of use and customization, Agency Handy is ready to deliver.
Conclusion
When choosing a FuseBase alternative, first consider what your business truly needs. Identify FuseBase’s shortcomings, like weak client onboarding or poor support. Then, assess how alternatives handle key areas such as client management, order tracking, and team collaboration.
Focus on flexibility, integration, and workflow efficiency. Also, think about cost, ease of use, and room for growth. The right tool should fix your current issues and support your business as it expands, boosting efficiency now and into the future.
FAQs
How does Agency Handy compare to FuseBase for order management?
Agency Handy excels in order management with built-in Kanban boards, automated order creation on purchase, and real-time task tracking. Unlike FuseBase, it offers a customizable service catalog, upsell options, and direct payment processing through self-checkout forms, making workflows more efficient.
Which is the most budget-friendly alternative to FuseBase?
Yes, alternatives like Trello and ClickUp offer budget-friendly options. Trello provides simple task management and collaboration, while ClickUp offers more robust project management with free forever plans. Both are more affordable than FuseBase’s pricing.
Can I try these FuseBase alternatives for free?
Yes, most of the FuseBase alternatives, including Agency Handy, Monday.com, and ClickUp, offer free trials or free starter plans for you to explore their features.
