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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.
Description
Bid farewell to the hassle of complicated accounting software. Stop wasting time with endless spreadsheets and paperwork. Empower your business finances with a straightforward system that eliminates confusing jargon, allowing you to focus on what truly matters - managing your business. While some might relish the idea of re-entering the same information repeatedly or slogging through extensive training materials, Digital Invoicing offers an intuitive solution that gets you up and running in minutes, without needing an accounting degree. Whether you need to swiftly bill for your services and hours worked, handle quotes, track mileage and expenses, or monitor your invoices (especially the ones that are overdue), dedicating a few moments to explore Digital Invoicing will let you spend the remainder of your free trial actually generating revenue. Record your working hours and sales on the go, and with just a click, you can generate an invoice whenever you're prepared—say goodbye to the frantic search for notes when it's invoicing time! With Digital Invoicing, you can streamline your financial processes and focus on growing your business effortlessly.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
Free
Free Trial
Free Version
Pricing Details
No price information available.
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
CRMit
Founded
2016
Country
United States
Website
crmit.app/
Vendor Details
Company Name
Digital Invoicing
Country
United Kingdom
Website
www.digitalinvoicing.co.uk
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
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