Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

NeerSoft CRM is a cloud-hosted customer relationship management system tailored for small businesses, agencies, consultants, and service providers. This tool aids teams in organizing their contacts, overseeing sales pipelines, tracking deals, scheduling follow-ups, monitoring renewals, assigning tasks, and producing business reports, all through a user-friendly interface. In contrast to complicated enterprise CRMs, NeerSoft CRM prioritizes ease of use, rapid onboarding, and enhanced productivity, allowing businesses to consolidate their customer data and replace inefficient spreadsheets with a single, centralized platform. Its design encourages collaboration and efficiency, making it a valuable asset for teams looking to streamline their operations.

Description

ScaleXP is a financial automation solution designed to enhance and modernize key processes like revenue recognition, billing, subscription management, and reporting on SaaS metrics. By automating the management of deferred and accrued revenue sourced from invoice data, it creates revenue recognition schedules and journals that can be easily posted into accounting systems with minimal clicks, effectively reducing reliance on error-prone spreadsheets. The platform enables users to generate invoices from CRM deal records, effortlessly track renewals and contracts, and oversee subscription billing without the need for manual inputs. Additionally, it provides real-time dashboards and analytics to monitor critical SaaS metrics such as churn rates, retention statistics, and revenue growth, thereby promoting consistency across different teams. ScaleXP seamlessly integrates with various accounting and CRM systems, including popular options like Xero, QuickBooks, HubSpot, Pipedrive, Salesforce, Stripe, and Exact, ensuring a cohesive workflow. Beyond its primary accounting capabilities, it also supports advanced features like financial consolidation and the recognition of prepaid expenses, making it a comprehensive tool for financial management. As businesses evolve, ScaleXP adapts to meet their growing needs in financial operations.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Brevo
Exact
Google Calendar
HubSpot CRM
HubSpot Customer Platform
Hunter
Kit
Pabbly Connect
Pipedrive
QuickBooks Online
Salesforce
Stripe
Xero
Zapier
Zoho CRM

Integrations

Brevo
Exact
Google Calendar
HubSpot CRM
HubSpot Customer Platform
Hunter
Kit
Pabbly Connect
Pipedrive
QuickBooks Online
Salesforce
Stripe
Xero
Zapier
Zoho CRM

Pricing Details

$15/month
Free Trial
Free Version

Pricing Details

$134.85 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

NeerSoft Techonology

Founded

2024

Country

India

Website

app.neersoft.com

Vendor Details

Company Name

ScaleXP

Founded

2021

Country

United Kingdom

Website

www.scalexp.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

Recurring Billing

Customer Portal
Deferred Billing
Discount Management
Dunning Management
Invoice History
Multi-Currency
Multi-Period Recurring Billing
Payment Processing
Recurring Donations
Subscription Billing

Subscription Management

Cancellation Management
Discount / Coupon Management
Dunning Management
Enrollment Management
Product Catalog
Recurring Billing
Revenue Recognition
Revenue Recovery Tools
Self Service Portal
Subscription Plan Management
Tax Management
Trial Management
Usage Tracking/Analytics

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