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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Are you involved in freelancing, self-employment, or entrepreneurship? If so, creating offers and invoices, managing finances, and preparing tax returns are crucial aspects of your responsibilities. MonKey Office streamlines both order management and financial accounting within a single, user-friendly application. Its modular design allows for a flexible approach; even the basic version, which is available at no cost, lets you handle essential bookkeeping tasks, serving as a helpful resource for your tax advisor. Furthermore, you can enhance the software's capabilities by purchasing additional modules whenever necessary. This tool enables you to efficiently manage client and supplier relationships, record and track outstanding invoices, and reconcile payments with your accounts. You can also easily post your income, expenses, and cash transactions while benefiting from a collective receipt for all your digital documents. Additionally, the software offers various evaluations, including open items, journals, account statements, totals, balances, and cost centers, making it an invaluable asset for any self-employed individual. The preparatory bookkeeping feature includes DATEV import and export functions, ensuring seamless collaboration with your tax advisor.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Pricing Details

€90 one-time payment
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

ActionClient

Country

Canada

Website

actionclient.com/en/

Vendor Details

Company Name

ProSaldo

Country

Germany

Website

www.monkey-office.de/products/monkeyoffice/

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Product Features

Bookkeeping

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
Cash Management No 
Collections No 
Expense Tracking No 
Fixed Asset Management No 
General Ledger No 
Payroll No 
Revenue Recognition No 
Spend Management No 
Tax Management No 

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