Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Billbooks is a great tool for managing your invoices, expenses, and quotations. Eliminate sloppy-looking invoices and quotes made in Word, Excel or PDFs. With the new Billbooks App, you can securely store your data in the cloud and manage your invoicing from anywhere. With a single login, you can manage multiple clients and companies with ease. You can assign roles and restrictions to employees for each organization. Keep track of inventory, identify your top-selling products and receive low stock alerts. Keep track of all invoices, estimates and expenses. You can get e-approvals and set expiry dates. Customers can also view your estimates. Send beautiful invoices and set up auto-payment reminders. Then, relax and get paid faster. All data is encrypted using 256-bit SSL encryption, IDS, and AES.
Description
CRMit is a comprehensive business management and CRM solution designed to simplify essential small business functions, encompassing everything from managing customer relationships and organizing tasks to handling invoicing and tracking time, all within one cohesive platform. By providing a holistic 360-degree view of customer data, it allows users to efficiently oversee contacts, monitor purchasing and supplier details, and keep thorough records of jobs and tasks along with associated time entries. Users can swiftly generate professional invoices, proforma invoices, and quotes, while also benefiting from contract management that includes recurring billing and a user-friendly sales opportunity pipeline. The system enables the logging, prioritization, and assignment of jobs and tasks to team members, complete with features for notes, attachments, and real-time updates on status. In addition, CRMit provides customizable dashboards and staff management tools that feature GPS tracking and leave calendars, along with a detailed management system for product catalogs, ensuring that businesses have everything they need to succeed. Overall, CRMit not only enhances operational efficiency but also fosters better collaboration among team members.
API Access
Has API
API Access
Has API
Integrations
2Checkout
Authorize.Net
Braintree
PayPal
Stripe
Pricing Details
$7.95 per month
Free Trial
Free Version
Pricing Details
Free
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
Billbooks
Founded
2010
Country
Australia
Website
www.billbooks.com
Vendor Details
Company Name
CRMit
Founded
2016
Country
United States
Website
crmit.app/
Product Features
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
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