Indy

Indy is the best replacement I've ever found so far.

Pros:

I am living in a country where the dollar conversion is really huge. I used HelloBonsai before but I cannot keep up with its pricing. When I found Indy, I can say that this is the most affordable CRM I found. Also, it has the robust features that I love the most and looked for a CRM - creating proposals and contracts, adding contact, creating projects, time tracking, task tracking and file management. They also have a chat feature which I never used but can be an edge to any other CRM out there. For a freelancer/one-person agency, Indy saved my time from client management and organized everything for me.

Cons:

I can see that Indy is fairly new in the market. There are things that needs to be improved on such as currency localization. Right now, they only accept USD as currency for invoices. I hope they can globalize in the future. Also, I want to point out about automation. I hope we can add few more automations in the system.

Affordable and User-Friendly, Constantly Improving with User Feedback

Comments: Overall, I have not had issues with Indy and will continue to use it. I find it extremely helpful for me as a small business owner to find an all in one experience for my business needs without breaking the bank.

Pros:

I love how easy it is to create contracts and invoices on the fly. The customer service is pretty responsive in terms of timeliness and active listening.

Cons:

I would like to see the ability to link contracts and invoices together for the same client so they can have all of the information at once. I also would like to see the ability for automatic payments for remaining balances after deposits are paid.

Alternatives Considered: HoneyBook, PayPal and Wave Accounting

Reasons for Choosing Indy: Wave was similar but lacked contracts at the time. Honeybook was a little too robust for me. The learning curve was huge. I wish Indy would improve their features to compete with these platforms while retaining that low annual price. These other platforms are very expensive and that was another reason I switched.

Switched From: HoneyBook and Wave Accounting

Reasons for Switching to Indy: Ease-of-use pricing

It’s okay

Comments: It’s just okay…but I’ll need something more robust.

Pros:

It’s a place where creatives can organize and manage things/business aspects that are typically hard to manage all in one place. Also I like that they lowered the price because it doesn’t really offer ALL of the features of business management that other software offers.

Cons:

It’s too basic…lacks in important areas like accounting, exporting documentation, client management…these areas aren’t fully developed. Makes tracking difficult come tax time… can’t customize things… also you can’t integrate Indy with other business management tools

Best platform for small businesses!

Comments: My overall experience with Indy has been incredible. I worked with them when they were still known as Tispr, and even through their entire rebranding, they were super communicative and helpful. I think they're providing freelancers and small business owners with all of the tools they need to be successful. As a user, it's easy to see that the team genuinely cares about helping their customers succeed rather than just collect a subscription fee every month. Using Indy has made it easy to stay on top of the side of business that nobody enjoys (invoicing, contracts, proposals, etc.)

Pros:

This website really has everything you need in order to run your small business. From invoicing, to contracts, to project management — it's truly an all-in-one tool! Plus, the price is unbeatable. I still can't believe that they offer all these tools for such a low price. It's super easy to use on both the business and client's end. I've used it since I started my business in early 2020 and haven't had any clients encounter problems with paying invoices or signing contracts via Indy. I've recommended this tool to every small business owner I know because of it's affordability and ease of use.

Cons:

I would love to see more automation tools!

Alternatives Considered: HoneyBook, Quickbooks Online and Bonsai.io

Reasons for Switching to Indy: The pricing was unbeatable. Indy provided all of the tools and capabilities I was looking for in a product for a fraction of the cost.

I’ll be an Indy user forever!

Comments: I love it! I’ll be an Indy user forever!

Pros:

It’s so easy to use! Not only for me, but for my clients. It isn’t cluttered with random features I don’t need or excessive design elements that detract from functionality.

Cons:

Honestly, I really can’t think of anything! It meets all my needs, it’s reliable, and the customer service is incredible!

Alternatives Considered: HoneyBook and Trello

Reasons for Choosing Indy: I was looking for a platform that included everything I needed in one place. A lot of products are either geared specifically to photographers or specifically to designers. I needed something I could use for both my photography and design projects. Indy delivered!

Switched From: Dropbox Business, Wave Accounting and ShootProof

Reasons for Switching to Indy: I liked the simplicity as well as the functionality. It had everything I needed and it all works seamlessly! They never bring out features that they aren’t confident their users will love and utilize and I appreciate that so much.