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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Your sales team can be empowered in the field. Real-time reporting makes it easy to manage your sales team from the office. The mobile app allows customers to sign estimates and invoices in the field. Invoices and estimates can include unlimited photos. Photos can be attached to invoices and estimates for proof of delivery, work done, or before and after. A complete customer summary is available on one screen. Balance due, invoice aging, and customer notes can all be viewed from the office or field. Real-time sales reports for customers, reps and items in the field. Report by day, week or month. You can quickly and easily manage all unpaid invoices. Mark invoices as paid and make edits.

Description

InvoicifyAI combines invoicing and a streamlined CRM system, featuring integrated AI voice agents that assist small enterprises in managing leads, estimates, and overdue invoices. Users can create estimates, seamlessly convert them into invoices, process payments through shareable links, and monitor expenses using receipt capture along with OCR technology. The platform’s Invoice Reminder/Collections agent can proactively reach out to customers, document the outcomes of those calls, and outline subsequent actions, such as scheduling follow-ups, recording promised payment dates, or marking requests to avoid future contact. Additionally, InvoicifyAI comes equipped with features for pipeline management (including leads and opportunities), activity timelines, comprehensive reporting (such as profit and loss statements), and a Document Hub that allows for efficient searching and communication regarding company and customer documents. It is specifically tailored for service-oriented businesses that aim to reduce the need for repetitive follow-ups while achieving enhanced visibility into their cash flow and financial health. This holistic approach ensures that users can focus more on delivering quality services rather than getting bogged down by administrative tasks.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

QuickBooks Online
QuickBooks Online Advanced
Xero

Integrations

QuickBooks Online
QuickBooks Online Advanced
Xero

Pricing Details

$3.99 per month
Free Trial
Free Version

Pricing Details

$14.99/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

InvoiceASAP

Country

United States

Website

invoiceasap.com

Vendor Details

Company Name

InvoicifyAI

Founded

2025

Country

Canada

Website

www.invoicifyai.com

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

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

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