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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

ShopBox Invoice Express is a sleek and efficient desktop application tailored for invoicing and billing, making it ideal for freelancers, small enterprises, retailers, and service providers. Users can effortlessly generate professional-grade invoices, quotes, receipts, and maintain customer records through its user-friendly design, all while ensuring that business information remains well-organized and secure. Designed for optimal performance and ease of use, ShopBox Invoice Express streamlines the invoicing process for businesses without the burdensome intricacies of comprehensive ERP software. This versatile application is compatible with Windows, macOS, and Linux, catering to businesses that operate on various operating systems. Noteworthy Features * Creation and printing of professional invoices * Management of quotations and estimates * Administration of customer and supplier records * Comprehensive product and service listings * Support for tax and VAT/GST calculations * Acceptance of various payment options * Tracking payments for invoices * Management of both partial and full payments * Monitoring of business expenses * Implementation of discounts and promotional offers * Support for barcode and QR code functionalities * Additionally, it integrates user feedback for continuous improvement.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

Free
Free Trial
Free Version

Pricing Details

$0
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

Livezen Technologies LLC

Founded

2017

Country

Sri Lanka

Website

shopboxcloud.com/products/invoice-express

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

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