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Description
ActionClient is designed specifically for small and medium-sized enterprises (SMEs) and self-employed individuals, allowing you to focus primarily on sales and prospecting efforts. This CRM caters to small businesses, freelancers, and sales representatives, making it straightforward and effective to enhance your sales performance. Crafted by sales professionals for their peers, this customer relationship manager stands out in its commitment to meeting the unique needs of its users. If you are part of a small business, SME, VSE, startup, or freelance operation aiming for growth, this tool will pique your interest. The success of any business hinges on its customers, which makes it essential to prioritize excellent service to retain existing clients while also attracting new ones. This solution is ideal for representatives and agents across various sectors, including insurance, real estate, financial advising, and brokerage. Additionally, customer service agents seeking to offer tailored support and expand their client base will find this tool particularly valuable. By using ActionClient, you can streamline your processes and ultimately foster stronger relationships with your clients.
Description
FreeAgent is a web-based accounting solution designed specifically for small business proprietors, freelancers, and their financial advisers. With a user base exceeding 60,000 companies, FreeAgent integrates a comprehensive suite of accounting features into a single platform, including invoicing, expense tracking, project management, and sales tax functionality, enabling business owners to devote less time to financial tasks and focus more on expanding their enterprises. Additionally, FreeAgent offers seamless synchronization with bank accounts, allowing for the automatic importing of transactions for enhanced convenience. This all-in-one approach not only streamlines financial management but also empowers users to make informed decisions for their businesses.
API Access
Has API
API Access
Has API
Integrations
9Spokes
Appointedd
AutoEntry
Basecamp
Capium
Cobalt
Cyclr
Cyfe
Dext
Expend
Integrations
9Spokes
Appointedd
AutoEntry
Basecamp
Capium
Cobalt
Cyclr
Cyfe
Dext
Expend
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$20.00/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
ActionClient
Country
Canada
Website
actionclient.com/en/
Vendor Details
Company Name
FreeAgent Central
Founded
2007
Country
United Kingdom
Website
www.freeagent.com
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Accounts Receivable
ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing
Billing and Invoicing
Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator