Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Oversee various aspects of your business, including customer relations, quotations, invoicing, and payment processing, while also exploring additional features. Enhance your operations by personalizing and automating your invoicing and accounting processes to drive growth. Effortlessly streamline your workflow with automated recurring invoices, as well as expense and income entries, all achievable with a simple click. Gain insights through tailored reports and dashboards that provide real-time data updates. Analyze sales trends across different months and prioritize tasks based on reliable data. Adapt the presentation of data to align with individual roles within the organization. Additionally, you can create and dispatch quotes or proposals directly to your clients, ensuring a smooth communication process. This comprehensive management system empowers you to make informed decisions and optimize your business operations effectively.
Description
Everything your business requires is conveniently located in a single platform! Generate invoices without the hassle of re-entering your clients' details each month, and effortlessly dispatch them via mail through our service. Enhance the professionalism of your invoices by adding your company's logo. All your quotes can be easily accessed in one centralized location, where you can also monitor total accounts receivable, individual customer debts, and invoice due dates. Additionally, all of your inventory data is consolidated, updating automatically with each transaction, be it a purchase or sale. You have the option to manage these calculations internally or grant your accountant access to your account for necessary updates. This access enables them to keep your records current or manage them directly within your premises. Understanding your income, expenses, and overall earnings is crucial; thus, we provide essential reports detailing your company’s financial status. You can track total sales, individual customer purchases, and the quantity of each product sold. Furthermore, you can also check the status of your bank accounts, MercadoPago, and PayPal, ensuring you remain informed about your financial landscape at all times. With everything organized in one place, managing your business finances has never been easier!
API Access
Has API
No
API Access
Has API
No
Integrations
PayPal
No
TheEye
No
Pricing Details
$45 per month
Free Trial
No
Free Version
No
Pricing Details
$499 per month
Free Trial
Yes
Free Version
Yes
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
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
CiuisCRM
Website
ciuiscrm.com
Vendor Details
Company Name
Xubio
Country
Mexico
Website
xubio.com/mx/
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
No
Contact Database
No
Contingency Billing
No
Customer Portal
No
Customizable Invoices
No
Dunning Management
No
Hourly Billing
No
Invoice History
No
Mobile Payments
No
Multi-Currency
No
Online Invoicing
No
Online Payments
No
Payment Processing
No
Project Billing
No
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
No