Average Ratings 4 Ratings

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ease
features
design
support

Average Ratings 0 Ratings

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ease
features
design
support

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Description

Open Source ERP and CRM for business. One web suite to manage all aspects of your business. * Only enable the features you need : No matter what your needs are (customer relationship or sales, human resource, logistic, stock and invoicing, accounting, manufacturing marketing, foundation management, surveys, ), you can set up the application to meet your needs. * No more double entries in your Information System: Integration between features and modules is available "in-the box". Even without customization, users are ready to go immediately. * Upgrade at any moment : New versions can be upgraded by design. You can upgrade to the latest version at any time, regardless of your current version. This allows you to keep all your data intact. Users always benefit from the latest features, innovations. * An extensible and customizable application: This market place allows anyone to centralize hundreds of add-ons to improve the app.

Description

Integrate Stripe and CRM data to automate customer revenue recognition, invoicing, and accounts receivable aging. With ease, you can delve into and navigate through annual recurring revenue, net revenue retention, logo retention cohorts, SaaS profit and loss statements, as well as your GAAP financial reports. Collaborate with experts who grasp your challenges and can assist you in resolving them effectively. Let Rillet AI optimize your closing process and streamline tedious workflows by summarizing them in just a few sentences. Conduct data analyses in mere seconds, eliminating the need for multiple data exports, complex pivot tables, and extensive lookups. A real-time synchronization from your CRM generates a revenue waterfall and deferred revenue schedules automatically. You can also effortlessly adjust existing contracts and establish tailored revenue patterns. Moreover, connect seamlessly with over 11,000 banks and credit unions, while our advanced machine-learning algorithms achieve a remarkable 90% transaction matching accuracy. This innovative approach not only saves time but also enhances your overall financial management efficiency.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Stripe
Agicap
Avalara
Brex
Expensify
FastWebHost
GLPI
Google Calendar
Google Contacts
HubSpot Customer Platform
Justworks
MOCEAN
Mailchimp
PayPal
Rippling
Salesforce
Stackpack
Taxwire
The GlobalSolutions
YourPoS

Integrations

Stripe
Agicap
Avalara
Brex
Expensify
FastWebHost
GLPI
Google Calendar
Google Contacts
HubSpot Customer Platform
Justworks
MOCEAN
Mailchimp
PayPal
Rippling
Salesforce
Stackpack
Taxwire
The GlobalSolutions
YourPoS

Pricing Details

$0
Free Trial
Free Version

Pricing Details

$199 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

Dolibarr

Founded

2003

Country

France

Website

www.dolibarr.org

Vendor Details

Company Name

Rillet

Website

rillet.com

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

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

Contract Management

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

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

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

HR Employee File Management

Access Controls
Centralized Employee Files
Dashboard
Email Notifications
Paper & Digital
Regulatory Compliance
Retention Settings
Search
Sharing Spaces
Signature

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

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