---
description: Review of Indy Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Indy | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [Proposal Management Software](/directory/4252/proposal-management/software) > [Indy](/software/323885/indy)

# Indy

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Page: 1 / 5\
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> Indy is the all-in-one admin solution for your independent business. With Indy, you can easily manage your business from proposal to payment and everything in between.&#10;&#10;Indy’s all-encompassing ecosystem is made up of Indy University, Indy’s tool suite, and the Indy Network, giving freelancers the educational resources and productivity tools they need to run a successful independent business.&#10;&#10;Take self-paced courses and browse through hundreds of help guides at Indy University, a place where you can learn everything you need to overcome the common pitfalls that cause 50% of freelancers to fail in their first year.&#10;&#10;Along with these educational resources, Indy’s robust tool suite gives you all the tools you need to manage your business.&#10;&#10;✅Forms&#10;&#10;Generate new leads, gather feedback, and conduct surveys with beautiful, professionally designed templates that can be customized in minutes. Just drag and drop the elements you need to create a form for any purpose, and share forms by copying the link or embedding it directly to your website.&#10;&#10;✅Proposals&#10;&#10;Proposals are the foundation of any healthy independent business, so it’s important to make them stand out. Indy’s proposal builder lets you embed anything you need to create engaging, eye-catching proposals that make clients take notice. Add videos, songs, images, social media profiles, and Calendly invites so prospects can book a meeting right from the proposal.&#10;&#10;✅Contracts&#10;&#10;Our legally vetted contracts keep your business, your time, and your money protected. The contracts wizard makes it easy to plug in your details and generate a personalized contract quickly. You can even add your own contracts into the system. &#10;&#10;✅Tasks&#10;&#10;Take charge of any assignment a client sends your way with powerful to-do lists and Kanban boards. Break down large projects into smaller tasks, or balance multiple projects at once.&#10;&#10;✅Files&#10;&#10;Upload, store, and share files with clients to get feedback and approval. With version control, clients can write comments directly on your files. Comments and suggestions are linked to the specific version, making it easy to track progress from one draft to the next.&#10;&#10;✅Time Tracker&#10;&#10;Track your hours automatically with just a click. Then view the total number of hours worked over the past days, weeks, and months with the time tracking widget, and quickly see which hours have been paid or still need to be billed.&#10;&#10;✅Invoices&#10;&#10;Wrap up with simple yet powerful invoicing. Accept multiple online and offline payment options like PayPal, Stripe, Zelle, Wire Transfer, and Direct Deposit, allowing clients to pay fast and flexibly. &#10;&#10;✅Calendar&#10;&#10;Get a bird’s-eye view of everything happening each day, week, and month, so that you’ll always have a clue of what’s due or overdue when it comes to tasks, invoices, proposals, and contracts.&#10;&#10;Indy’s Free plan gives you unlimited access to core tools that seamlessly manage your business admin, projects, and client communication.&#10;&#10;Indy Pro unlocks a suite of enhanced tools for just $9/month with an annual plan. Automate your daily tasks, connect Indy to over 5,000 popular apps through Zapier, showcase your branding with custom fonts and white labeling, set up a recurring invoice series, and create custom workflows that keep your business working even when you’re not.&#10;&#10;By signing up for Indy, you’ll also get access to the Indy Community, where you can connect with like-minded creatives and grow your network.&#10;&#10;Create a profile, list your services, and share your portfolio. Then browse through other members’ profiles, quickly connect with members, and send chat messages to your newfound collaborators and friends. You can even add them to your workspace and create virtual freelance teams to manage larger projects together.&#10;&#10;Indy is truly the one-stop shop for independent workers to get the education, tools, and network they need to make freelancing simple. We give you the power to build a better business, control your success, and pursue the life you
> 
> Verdict: Rated **4.7/5** by 103 users. Top-rated for **Likelihood to recommend**.

-----

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.7/5** | 103 Reviews |
| Ease of Use | 4.7/5 | Based on overall reviews |
| Customer Support | 4.9/5 | Based on overall reviews |
| Value for Money | 4.8/5 | Based on overall reviews |
| Features | 4.4/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: Indy

## Commercial Context

- **Starting Price**: US$12.00
- **Pricing model**: Flat Rate (Free version available) (Free Trial)
- **Pricing Details**: Our Pro tools are now more affordable than ever. Get unlimited access to Indy’s powerful tools and resources to market and grow your independent business.
- **Target Audience**: Self Employed, 2–10, 11–50
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English

## Features

- API
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Automatic Formatting
- Billable & Non-Billable Hours
- Billing & Invoicing
- CRM
- Calendar Management
- Client Portal
- Completion Tracking
- Contact Database
- Contact Management
- Contract Drafting
- Credit Card Processing
- Customisable Branding
- Customisable Forms
- Customisable Invoices
- Customisable Reports

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Chat

## Category

- [Proposal Management Software](https://www.softwareadvice.co.nz/directory/4252/proposal-management/software)

## Related Categories

- [Proposal Management Software](https://www.softwareadvice.co.nz/directory/4252/proposal-management/software)
- [Forms Automation Software](https://www.softwareadvice.co.nz/directory/4223/forms-automation/software)
- [Task Management Software](https://www.softwareadvice.co.nz/directory/1412/task-management/software)
- [Contract Management Software](https://www.softwareadvice.co.nz/directory/4157/contract-management/software)
- [Billing and Invoicing Software](https://www.softwareadvice.co.nz/directory/263/billing-invoicing-software/software)

## Alternatives

1. [Clockify](https://www.softwareadvice.co.nz/software/355240/clockify) — 4.8/5 (9235 reviews)
2. [Office 365 Timesheet App](https://www.softwareadvice.co.nz/software/311326/office-365-timesheet-app) — 4.5/5 (935 reviews)
3. [Connecteam](https://www.softwareadvice.co.nz/software/109560/connecteam) — 4.6/5 (5058 reviews)
4. [Jibble](https://www.softwareadvice.co.nz/software/102182/jibble) — 4.8/5 (1643 reviews)
5. [Bonsai](https://www.softwareadvice.co.nz/software/396436/bonsai) — 4.6/5 (95 reviews)

## Reviews

### "I am very satisfied about INDY because it has helped me to grow my online business." — 5.0/5

> **Mohamed** | *27 April 2023* | Internet | Recommendation rating: 10.0/10
> 
> **Pros**: Indy is a perfect business partner for me because it helps me a lot with contracts . So far the experience is very good \!
> 
> **Cons**: To be honest i am satisfied so far with all INDY features. Keep going well \!
> 
> Overall i am very satisfied with Indy services \!

-----

### "VERY responsive customer service" — 5.0/5

> **Nathan** | *2 March 2022* | Marketing & Advertising | Recommendation rating: 7.0/10
> 
> **Pros**: Very friendly to use, very easy to integrate forms with my Squarespace website with a block of code
> 
> **Cons**: Integrations. Very few integrations (as yet). You would use a lot of this INSTEAD OF Google Workspace.
> 
> I loved their forms and their project proposals. I hit a wall with their integrations and the chat platform. They're US-centric at the moment but they told me they're rolling out international currency support in a few weeks.

-----

### "Affordable for freelancers" — 3.0/5

> **Felicia** | *7 October 2021* | Graphic Design | Recommendation rating: 10.0/10
> 
> **Pros**: Affordability and ease of use. I really appreciated the templates. I used mostly for proposals.
> 
> **Cons**: Clients didn't seem to want to communicate via the software and even though I sent them billing options via software, I ended up having to send an invoice via bank software for direct deposit of funds.
> 
> Ease of use for most part, but wasn't seamless with clients.

-----

### "Great for my business needs" — 5.0/5

> **Jenn** | *4 October 2021* | Retail | Recommendation rating: 10.0/10
> 
> **Pros**: I use the file hosting feature mostly. I joined back when it was called Tispr and find it easy to use, especially for the cost.
> 
> **Cons**: There's really not anything I dislike. However, the two things I would add to the functions are&#10;1. link tracking (how many times was a public link opened/accessed?&#10;2. ability to create links from multiple uploaded files at once.
> 
> Customer service has been great the few times I reached out to them. They've continued to add new features (that I don't really use). It's been easy to use generally.

-----

### "Indy takes care of business" — 5.0/5

> **Ryan** | *3 March 2022* | Design | Recommendation rating: 9.0/10
> 
> **Pros**: Many logistical aspects of preparing proposals and contracts are difficult for freelance workers to learn on the go. Indy makes it easy for people like me to take care of these necessary professional aspects without the steep learning curve of learning to draft contracts.
> 
> **Cons**: There are a number of aspects in the proposal drafting that lack flexibility. When including an estimate, sometimes it is helpful to have a line item with quantity zero (0) to present the client with optional add-ons. Additionally, a "discount" line item appear and cannot be removed; it's a bad optic to show a client "hey, some people get a discount but not YOU. Discount is ZERO DOLLARS."
> 
> I'll use Indy over Bonsai and the other competitors because there is a free model that suits my needs for now, along with room to grow into paid models when I pick up more work.

-----

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Next: [Next page](https://www.softwareadvice.co.nz/software/323885/indy?page=2)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/323885/indy)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/323885-Indy/> |
| en-AU | <https://www.softwareadvice.com.au/software/323885/indy> |
| en-GB | <https://www.softwareadvice.co.uk/software/323885/indy> |
| en-IE | <https://www.softwareadvice.ie/software/323885/indy> |
| en-NZ | <https://www.softwareadvice.co.nz/software/323885/indy> |

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