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Description
Invoices created within the Spin CRM platform are seamlessly transferred to the accounting software, while warehouse inventory levels are concurrently updated in the same system. The Spin CRM also facilitates complete email synchronization, enabling users to link messages via BCC and CC easily. Additionally, bank account integration with Spin CRM is available, enhancing financial tracking. Invoices are automatically generated based on received payments, streamlining the billing process. The platform simplifies the creation of commercial proposals and various documents, with automatic data population features that enhance efficiency. Real-time visibility of stock levels ensures accurate inventory management, while users can plan and place orders with suppliers directly through the system. Document signing is made convenient with Smart ID and mobile signature functionalities within Spin CRM. Furthermore, users have the option to invite customers to sign documents electronically. The system also provides the ability to monitor the sales progress for each customer, facilitating effective engagement. Task management, communication related to sales, and tracking of traffic are made straightforward, ensuring a cohesive workflow throughout the sales process. Overall, Spin CRM significantly enhances productivity and organization for its users.
Description
The EZ Trial Balance software is available in both Desktop and Cloud versions, providing a comprehensive solution that encompasses features such as trial balance import, chart of accounts management, and the categorization of types, sub-types, groups, and sub-groups, as well as the ability to record journal entries, cash receipts, and disbursements, alongside functionalities for general ledger maintenance, trial balance generation, working trial balance preparation, and the production of various reports. Do you recall the days when trial balance software was not only user-friendly but also budget-friendly? Remember favorites like Workpapers Plus and ATB, which we all cherished? EZ Trial Balance was developed with that nostalgia in mind! It offers straightforward trial balance capabilities that effectively meet your needs, facilitating easy client setup and a streamlined workflow while avoiding unnecessary complexities and costs that accountants often face. Testing out EZ Trial Balance is a breeze; simply download the free demo of our desktop version or enjoy a 7-day free trial of the cloud version, with no requirement for credit card or payment details! In this way, you can explore its features and decide if it’s the right fit for your accounting needs.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$19 per user per month
Free Trial
Free Version
Pricing Details
$299 per user per year
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
Empera LT
Founded
2015
Country
Lithuania
Website
www.spincrm.com/en/
Vendor Details
Company Name
TB Works Software
Founded
1999
Country
United States
Website
www.tbworkssoftware.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
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
