Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Billmatic is a cloud-based solution designed for invoicing, e-invoicing, and accounting, catering specifically to freelancers, small businesses, agencies, founders, and self-employed individuals in Germany. This platform streamlines the process of generating quotes, invoices, ZUGFeRD e-invoices, payment reminders, and DATEV exports through a unified web-based interface. Billmatic also offers features such as customer and company management, product oversight, incoming invoice processing, tracking invoice history, dunning management, CSV export capabilities, automated email imports for incoming invoices, and API access for seamless integration with external systems. Tailored for those seeking a straightforward alternative to cumbersome accounting or ERP systems, it provides an efficient way to handle billing, accounts receivable, documentation, and preparation for accounting tasks. Additionally, its API allows users to connect with internal tools and tailor custom workflows, including solutions like PageBot for creating invoices through chat. Developed by ujamii GmbH in Dresden, Germany, Billmatic represents a modern approach to financial management for small to medium-sized enterprises. This innovative software not only simplifies financial operations but also enhances productivity by allowing users to focus more on their core business activities.
API Access
Has API
No
API Access
Has API
Yes
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
Yes
Pricing Details
$10/month
billmatic offers five monthly plans. All prices are excluding VAT. Users can switch plans at any time, and annual billing saves 20%.
Standard Package – €10/month: Includes the core features for customer management, invoice creation, and company management.
Starter Package – €10/month: Includes customer management, invoices, quotes, dunning management, and company management. Designed for users who need simple invoicing plus quotes and reminders.
Controlling Package – €10/month: Includes customer management, invoices, company management, CSV export, and trial balance reporting for basic controlling and accounting overview.
Business Package – €15/month: Includes customer management, invoices, quotes, dunning management, company management, product management, and automated email import for incoming invoices.
All-in-One Package – €20/month: Includes all available modules, including subscriptions, customer management, invoices, product management, automated email import, CSV export, trial balance, incoming invoices and vendors, dunning management, quotes, and company management.
Standard Package – €10/month: Includes the core features for customer management, invoice creation, and company management.
Starter Package – €10/month: Includes customer management, invoices, quotes, dunning management, and company management. Designed for users who need simple invoicing plus quotes and reminders.
Controlling Package – €10/month: Includes customer management, invoices, company management, CSV export, and trial balance reporting for basic controlling and accounting overview.
Business Package – €15/month: Includes customer management, invoices, quotes, dunning management, company management, product management, and automated email import for incoming invoices.
All-in-One Package – €20/month: Includes all available modules, including subscriptions, customer management, invoices, product management, automated email import, CSV export, trial balance, incoming invoices and vendors, dunning management, quotes, and company management.
Free Trial
Yes
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
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
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
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
ActionClient
Country
Canada
Website
actionclient.com/en/
Vendor Details
Company Name
ujamii GmbH
Founded
2014
Country
Germany
Website
billmatic.de
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
Billing and Invoicing
Billing Portal
Yes
Contact Database
Yes
Contingency Billing
No
Customer Portal
No
Customizable Invoices
Yes
Dunning Management
Yes
Hourly Billing
No
Invoice History
Yes
Mobile Payments
No
Multi-Currency
No
Online Invoicing
Yes
Online Payments
No
Payment Processing
No
Project Billing
No
Recurring/Subscription Billing
Yes
Service Ticket Billing
No
Tax Calculator
No