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Description
Kool CRM simplifies the management of your mailbox, allowing you to effortlessly view and send emails with just a few clicks. This functionality enables you to categorize your contacts into different groups and contexts according to your preferences. Administrators have the ability to add activities for the current day or the following day, as well as edit or mark activities as completed. With Kool CRM, managing events becomes a straightforward task; users can create, view, and delete events with minimal effort. Additionally, by analyzing historical data from previous campaigns, you can develop more effective sales strategies for the future. Kool CRM also streamlines the process of maintaining quotes; you can easily create new quotes and access all previous quotes from a dedicated section. The platform includes a payment section that allows for proper management of your transactions, where new payments can be created with relevant information. In the invoice section, generating invoices is a breeze, and you can view all invoices from this location as well, including the option to set up recurring invoices for ongoing billing needs. By utilizing these features, Kool CRM enhances your overall productivity and efficiency in managing various aspects of your business.
Description
With Swipe, you can accomplish a variety of tasks efficiently and effectively, including:
1. Generate invoices, purchases, and quotations in under 10 seconds.
2. Choose from a range of customizable invoice templates with ease.
3. Distribute invoices to clients through WhatsApp and Email seamlessly.
4. Accept payments using UPI (QR Codes) and a payment gateway while monitoring their status.
5. Produce GST, Profit & Loss statements, and over 30 reports for immediate tax filing on a monthly or quarterly basis.
6. Manage your inventory in real-time for optimal stock control.
7. Easily record and track your expenses.
8. Analyze your business performance with comprehensive metrics and analytics.
9. Set up your online store in just 5 minutes for quick access to e-commerce.
10. Add multiple users with varying roles for collaborative work.
11. Generate E-way bills effortlessly as needed.
12. Create E-Invoices with a single click to streamline billing.
13. Produce Export invoices to facilitate international transactions.
14. Run SMS marketing campaigns to reach your audience effectively.
15. Access multilingual customer support in various languages, including Assamese, English, Hindi, Tamil, Telugu, Kannada, Bengali, Malayalam, and Gujarati.
16. Upload an unlimited number of products, customers, and vendors in bulk for efficient data management.
17. Create recurring invoices, manage multiple price lists, and handle POS billing with barcode functionality.
18. The versatility of Swipe makes it an all-in-one solution for businesses looking to enhance their financial management and customer engagement.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$16
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
BTS Software
Country
United Kingdom
Website
btssoft.net
Vendor Details
Company Name
Nextspeed Technology
Founded
2021
Country
India
Website
getswipe.in/
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
GST
GST Accounting
GST Billing & Invoicing
GST Compliance
GST Inventory Management
GST Reporting
GST Tax Credits
GST Tax Filing
