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Description
Chalmsy offers AI-driven business management software tailored for small service-oriented enterprises such as florists, event coordinators, venues, interior designers, consultancies, and various trades. The platform streamlines the process from initial inquiry to finalized payment, allowing users to describe a job in simple terms while Chalmsy automatically generates a customized, branded proposal using the user's own materials, labor rates, and multipliers. Clients can conveniently review, comment, and accept proposals online, transforming accepted work into a project, followed by invoicing and bookkeeping entries, ensuring that no information is redundantly entered across different tools. The software encompasses features like quoting and estimating, proposal revisions and change orders, online approvals, deposit management, payment schedules, automated follow-ups for quotes, a client relationship management system, project oversight, invoicing capabilities, receipt capture, ledger management, profit-and-loss analysis, and integration with QuickBooks. Additionally, it seamlessly connects with Gmail, Google Calendar, and Google Drive with just one click, enhancing overall efficiency. Notably, all documents reflect your brand identity rather than Chalmsy's, with pricing structured per business rather than per user, starting at just $15 a month, making it accessible for small businesses. This comprehensive solution empowers entrepreneurs to manage their operations effectively without the hassle of multiple software platforms.
Description
PeasyOrders is an advanced order entry software designed to assist small and medium wholesale distributors and manufacturer-wholesalers in the U.S. by integrating seamlessly with QuickBooks Online. This innovative tool extracts customer orders from emails and text-based attachments like PDF, XLSX, or CSV files, effectively matching them with the appropriate QuickBooks Customers and Items. It offers tailored pricing based on historical invoice data and established pricing rules, leading to the creation of a draft order that is easy to track. The operator has the opportunity to review, amend, and verify each line item prior to PeasyOrders generating an Estimate within QuickBooks Online. Additionally, operators can manually input telephone orders into the same system, ensuring all orders are processed uniformly. Furthermore, the confirmed order details can be exported effortlessly to Google Sheets or CSV formats, providing users with flexibility in managing their data. This comprehensive approach simplifies the order management process for businesses looking to enhance efficiency.
API Access
Has API
API Access
Has API
Screenshots View All
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Screenshots View All
No images available
Integrations
QuickBooks Online
Pricing Details
$15/month, seats included
Free Trial
Free Version
Pricing Details
$90/month
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
Chalmsy LLC
Founded
2026
Country
United States
Website
www.chalmsy.com
Vendor Details
Company Name
PeasyOrders
Founded
2026
Country
United States
Website
peasyorders.com
Product Features
Business Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
Product Features
Order Entry
Back Order Management
Customer Database
Inventory Management
Order Fulfillment
Order Management
Real Time Order Entry
Remote Order Entry
Shipping Management
Warehouse Management
Alternatives
No Alternatives