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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
API Access
Has API
Integrations
PayPal
TheEye
Pricing Details
$45 per month
Free Trial
Free Version
Pricing Details
$499 per 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
CiuisCRM
Website
ciuiscrm.com
Vendor Details
Company Name
Xubio
Country
Mexico
Website
xubio.com/mx/
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