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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Streamline your management processes by utilizing online software that automates tasks and saves you valuable time. Fully compliant with the 2018 VAT anti-fraud legislation, it ensures your invoices are accurate and lawful. Embrace the shift from viewing accounting as a burden to recognizing it as a chance for growth and improvement. Your management system allows for real-time oversight alongside your accountant, and you have the option to collaborate with a partner accountant without any commitment. With Je Pilote, you can easily create professional invoices that reflect your brand's identity while adhering to legal requirements. This software simplifies your accounting management, granting your accountant complete access to your financial information, which enhances the auditing process significantly. By using Je Pilote, you can minimize accounting errors and ensure compliance with French regulations. Our dependable data servers are located in France, and our customer support is also based locally to assist you whenever needed. With just a few clicks, generate and customize quotes and invoices that truly represent your company, while tracking payments in real-time to ensure you never overlook a transaction. This way, you can maintain a clear financial overview and focus on growing your business.

Description

Maximize efficiency by accessing the data you've gathered within your CRM system without needing to re-enter it! Utilize third-party synchronization to seamlessly integrate a quote into your sales management platform directly from the opportunity sheet of your customer management software, establishing a clear connection between opportunity statuses and quote statuses. Additionally, the General Data Protection Regulation (GDPR) seeks to create a unified framework for data protection across Europe, reflecting advancements in technology. Understanding your prospects and clients is crucial for effective follow-up and business growth. With your CRM software, you can archive all commercial interactions, including emails, phone calls, and letters. This allows you to track the progress of sales opportunities and design targeted marketing initiatives that resonate with your audience. By leveraging these tools, you can enhance your overall business strategy and improve customer relationships.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Agicap
My DSO Manager
OrderScan
Smart Inventory Manager

Integrations

Agicap
My DSO Manager
OrderScan
Smart Inventory Manager

Pricing Details

€12.90 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

JePilote

Founded

2014

Country

France

Website

www.jepilotemonentreprise.com

Vendor Details

Company Name

ebp

Founded

1984

Country

France

Website

www.ebp.com/logiciel-crm

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

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

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