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Description
Manage your emails seamlessly within Podio, as all correspondence is automatically logged to the relevant items for effortless tracking. With GlobiMail, you’ll have the ability to see when your customers have opened the emails you sent, ensuring you stay informed. Whether you're on a desktop, tablet, or phone, GlobiMail integrates flawlessly into your Podio experience. Interact with clients directly from Podio, allowing them to respond to your messages just like regular emails, with everything neatly organized and attached to the appropriate item. To truly grasp the efficiency and time savings that GlobiMail offers, consider taking advantage of their free trial to test it out for yourself. Simply install the browser extension, and an "Email" button will appear on every Podio item, allowing you to compose messages with just a click. It's designed to be incredibly user-friendly, making email communication a breeze. Additionally, GlobiMail will generate a comment containing a link for composing new messages, which can be easily accessed from the Mobile app, enhancing your productivity on the go.
Description
Experience a quick startup process by simply entering your personal information during Setup, allowing you to begin invoicing immediately. You can effortlessly add clients and products as needed, completing your invoice in just three straightforward steps. Sending invoices is a breeze, as you have the option to email them as plain text, in a universally readable format, as PDF attachments, or even both. This user-friendly invoicing software includes a fast item pick list and a template feature that lets you create new invoices based on previous ones, with convenient options for emailing or printing. Personalize your invoices by setting up your letterhead with your company logo, and take advantage of the auto billing schedule that automates the process for you. The system collaborates seamlessly with the credit manager to halt billing whenever the credit limit is reached. It is perfectly synchronized with all components of the program, including task management, email functionality, one-click invoicing, statistics, and much more. Additionally, it offers a multi-person appointment scheduler that works in conjunction with job and time billing, as well as a task manager. An extra To-do diary feature provides startup reminders, and you can easily generate quotes or estimates as needed. This comprehensive package ensures that managing your invoicing and scheduling tasks is efficient and straightforward.
API Access
Has API
API Access
Has API
Integrations
Podio
Pricing Details
$9 per month
Free Trial
Free Version
Pricing Details
No price information available.
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
Globi Web Solutions
Country
Canada
Website
www.globimail.com
Vendor Details
Company Name
The Scrambled Card Company
Website
www.invoiceit.com
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
