MENU
GET LISTED
GET LISTED
SHOW ALLPOPULAR CATEGORIES

Compare ActiveCollab vs Salesforce Financial Services Cloud

What is better ActiveCollab or Salesforce Financial Services Cloud? You have such a wide range of Accounting Software options in today’s state of that industry that picking the right product is often overwhelming. On our comparison page, you can actually compare the tool, terms and conditions, available plans, and more details of ActiveCollab and Salesforce Financial Services Cloud.

You can also examine their score (8.9 for ActiveCollab vs. 8.8 for Salesforce Financial Services Cloud) and user satisfaction level (100% for ActiveCollab vs. 83% for Salesforce Financial Services Cloud). The scores and ratings offer you an overall idea how these two software products perform. Moreover, check if the software can integrate with the company’s current business apps to guarantee greater productivity.

At the moment, the leading solutions in our Project Management Software category are: Smartsheet, monday.com, Wrike.

NOAWARDS
YET

SmartScore™

OUR SCORE 8.9

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $6.25

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Team Collaboration
  • Project Management
  • Task Management
  • Time and Expense Tracking
  • Invoice Management
  • Calendar
  • Email Integration
  • File Management
  • Collaborative Writing
  • My ActiveCollab
  • Unlimited projects
  • Unlimited tasks
  • Unlimited time records
  • Task dependencies
  • Recurring tasks
  • Desktop & mobile app
  • Client management
  • Budget vs cost tracking
  • Advanced reports
  • Invoicing
  • Time estimates
  • Online payments
  • Quickbooks & Xero integration

Pricing Info

You can get ActiveCollab’s web-based version on a monthly or yearly subscription basis. The self-hosted version is available for one-time and annual payment.

Web-based — $7/member per month ($6.25/member if billed annually)

  • Unlimited projects
  • Unlimited tasks
  • Unlimited time records
  • Task dependencies
  • Recurring tasks
  • Desktop & mobile app
  • Email integration
  • Client management
  • Budget vs cost tracking
  • Advanced reports
  • Additional bundle for $2.5 per member  per month (includes additional features: invoicing, time estimates, online payments, and Quickbooks and Xero integration)

Self-hosted $999 for one-time payment

  • Unlimited projects
  • Unlimited users
  • Unlimited storage
  • 1 year of support and upgrades
  • Support and upgrade renewal ($699/year)

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Apple, Honda, DHL

Integrations

ActiveCollab integrates with the following add-ons and applications:

  • Google Drive
  • Dropbox
  • Trello
  • Basecamp
  • Asana
  • Wrike
  • Slack
  • Client+App
  • Hubstaff
  • TimeCamp
  • Quickbooks
  • Xero
  • Authorize.Net
  • Braintree
  • PayPal
  • Stripe
  • Zapier
  • TestLodge

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

ActiveCollab is the project management software that gives you complete control over your work.

Company Email

support@activecollab.com

Contact No.

Company's Address

ActiveCollab, LLC
101 West Main St, Suite 101
23510 Norfolk, Virginia
USA

NOAWARDS
YET

SmartScore™

OUR SCORE 8.8

User Satisfaction

CUSTOMER EXPERIENCE 98%

Pricing

By quote

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Einstein Analytics
  • B2C Client Data Model
  • Client and Household Profiles
  • Financial Goal Management
  • Wallet Share Calculations
  • Client and Household List Segmentation
  • Needs Assessment Options
  • Alerts/Notifications
  • Advisor Home Page
  • Household and Relationship Groups
  • Relationship Mapping
  • Financial Account Management (Wealth and retail Banking)
  • Custom Financial Rollup Summaries
  • Wealth Reports and Dashboards
  • Referral Management
  • Banker Console
  • Banking Data Model Extensions
  • Flexible Integration Options
  • Account and Contact Management
  • Advanced Case Management
  • Case Email Auto-Response
  • Case Management
  • Chatter Options
  • Collaborative Forecasting
  • Configurable Profiles
  • Computer Telephony Integration (CTI)
  • Developer Sandbox
  • Email Integration
  • Enterprise Territory Management
  • Integration via Web Service API
  • Lead Management
  • Opportunity Tracking
  • Orders Management
  • Task Management
  • Workflow Automation

Pricing Info

Salesforce FInancial Services Cloud currently has three editions for you to choose from: Financial Services Cloud Professional, Financial Services Cloud Enterprise, and Financial Services Cloud Unlimited. These are bundled according to the types of features you need and the number of functionalities you want. However, the vendor does not offer their pricing details publicly, so be sure to get in touch with their representatives for more information.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Farmers Insurance, OneUnited Bank, United Capital, and Central Bank

Integrations

Salesforce Financial Services Cloud can be used alongside the other productivity tools in the Salesforce Suite. Moreover, it has a custom functionality to connect with DriveWealth, at third-party open API. This allows it to integrate with a multitude of applications, build Lightning components to extend the platform, and more. For more details about the integrations Salesforce FInancial Services Cloud can support, don’t hesitate to contact the vendor.

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Salesforce Financial Services Cloud is a wealth management platform that lets you manage your finances in line with CRM goals.

Company Email

Contact No.

Company's Address

The Landmark at One Market
Suite 300, San Francisco, CA 94105
United States

Popular Alternatives

Product Name
Score

FreshBooks

Partner

This product is our partner, which means they paid for being featured as one of the suggestions. Our team takes great care to ensure all sugested products are reliable, top-quality solutions.

SmartScore™

OUR SCORE 9.8

User Satisfaction

CUSTOMER EXPERIENCE 99%

Pricing

Starting from $15

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

Online Invoicing

  • Customizing your invoice
  • Tracking Invoice Views
  • Puting Business on Auto-Pilot
  • Getting paid with deposits
  • Getting paid with credit cards
  • Customizing due dates
  • Quick discounts
  • Estimates
  • Online Payments
  • Late Payment Fees
  • Recurring Invoices & Auto Payment
  • Multi Currency & Multi Language
  • Client Portal
  • Late Payment Reminders
  • Sales Taxes
  • Client Credit
  • Track Offline Payments
  • Send Emails or Snail Mail
  • Automated Tax Circulations
  • Invoice Previews
  • Knowing when the customer has seen the invoice

Expense Tracking

  • Automatic expense import
  • Snaps
  • Tracking spending per project
  • Remember vendors
  • Tax friendly categories
  • Easy-to-read categorization
  • Attach receipts (PDF or Image)
  • Expense Report Filters
  • File import
  • Recurring Expenses
  • Assign & Rebill Expenses

Time Tracking

  • Timer
  • Team timesheets
  • Clear breakdown of the day
  • Tracking against clients and projects
  • Detailed Time entry notes
  • Automated bills for tracked hours per project
  • Project Managers
  • Track Unbilled Time
  • Different Rates for each Project
  • Generate Invoices

Projects

  • Sharing images and files
  • Collaborating with clients, contractors, and employees
  • Project due dates
  • Centralized conversations
  • Current Project overviews

Payments

  • MasterCard, Visa, and American Express
  • Quick bank deposits
  • Automatically recorded payments
  • Fees recorded as expenses
  • Single-click setup
  • Safe & secure
  • Simple payment experience

Accounting Reports & Taxes

  • Accounts Aging
  • Profit & Loss
  • Balance Sheet
  • Expense Reports
  • Item Sales
  • Sales Tax
  • Export to CSV or Excel
  • Invoice Details Reports
  • Accounts Aging Reports
  • Filters for report customization
  • Summary of outstanding revenue
  • Clear spending breakdowns

Pricing Info

FreshBooks offers a flexible SMB and enterprise pricing scheme where plans are tailored to suit the needs of every business or small accounting team. What is more, the company offers a 30-day free trial where you can examine the features prior to choosing the most suitable plan. The difference between plans depends on the number of active clients you intend to bill, while functionalities remain the same allowing you to:

  • Customize and send unlimited invoices
  • Invoice status tracking and updates
  • Automatic late payment reminders and fees
  • Easily accept online credit card payments
  • Easily add and categorize expenses
  • Track your time by project and clients
  • Clear and simple reports and dashboards
  • Work on any device – computer, tablet or mobile
  • Data that’s 100% secured and automatically backed up

These are the pricing details for each available plan:

Lite – $15/month

  • Bill up to 5 active clients

Plus – $25/month

  • Bill up to 50 active clients

Premium – $50/month

  • Bill up to 500 active clients

Note that the company also offers discounts for annual payment.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Chocosol, Giant Robot Engine, InfluAds, Mimic Interactive

Integrations

FreshBooks integrates with the following business systems and applications:

  • Google Apps for Work
  • Gusto
  • OneSaas
  • Shopify
  • Stripe
  • Capsule
  • Acuity Scheduling
  • Partial.ly
  • hurdlr
  • You don’t need a CRM!
  • Yalla
  • 123 Form Builder
  • Revamp CRM
  • EazyBI
  • FUNDBOX
  • Zapier
  • HubSpot
  • Braintree
  • Solve
  • Zendesk
  • LiveChat
  • Automatic
  • MileIQ
  • ReceiptBank
  • Xpenditure
  • Wufoo
  • MailChimp
  • Authorize.net
  • PayPal
  • PAYMENTEVOLUTION
  • Basecamp
  • Citrix Podio
  • Bidsketch
  • Proposify
  • Blacktimer
  • Chrometa
  • ChronoMate
  • Hours
  • toggl
  • Avalara TrustFile
  • RightSignature

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

FreshBooks is the winner of our 2018 Best Accounting Software Award. It is a great cloud accounting app for small business that makes billing easy and effective.

Company Email

info@freshbooks.com

Contact No.

Company's Address

35 Golden Avenue, Suite 105
Toronto, ON M6R 2J5
Canada

The products examined on this page are only a small sample of our full Accounting Software category and you should take into account that there may be better services out there. If you would like to guarantee you make the optimal decision for your team we definitely suggest that you try out more solutions first. It may also be a good idea to consult our top 10 Accounting Software ranking to find out which software are now the best ones and leaders in the market.

Page last modified