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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 software is designed for ease of use and intuitive navigation, specifically tailored for small to medium enterprises, accountants, bookkeepers, and CPAs. You can kickstart your accounting journey without incurring any initial setup fees. Enjoy a plethora of essential features that save time and cater to your business requirements, all provided at no cost. You will find more than just the basic functionalities; try out a test drive to experience the capabilities of TreezSoft firsthand. Effectively manage sales transactions such as sales quotations, sales orders, delivery orders, and invoices. You can handle journal entries and ledgers seamlessly, while also generating comparative profit and loss statements and balance sheets across various periods, branches, or departments. Additionally, manage all your purchase-related activities, including purchase orders, goods received notes, and supplier invoices. The software supports multiple currencies with live exchange rates, automatically detecting any forex gains or losses. Keep track of income and expenses for specific events or projects using customizable tags, and benefit from the ability to manage multiple locations and terminals that are fully integrated with both accounting and inventory systems. With TreezSoft, your business can streamline its financial processes effortlessly.
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
$40 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
Empera LT
Founded
2015
Country
Lithuania
Website
www.spincrm.com/en/
Vendor Details
Company Name
TreezSoft
Founded
2011
Country
Malaysia
Website
www.treezsoft.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
