Alternatives to Easy CRM

Project management is as efficient as it gets. Zoho Projects, a cloud-based project management software, helps you plan and track your work efficiently. It also allows you to collaborate with your team from anywhere. To get things done on schedule, plan your project activities, assign work, manage your resources, and collaborate better with your team. Gantt charts can be used to create your project plan and track your tasks. Zoho Projects helps you keep track of your key tasks and their dependencies and shows you any deviations from your planned progress. Reduce time spent on repetitive tasks. Our project management software is easy to use, no matter how complex your process is. It has a drag-and drop interface that makes it easier to create and deploy new automations. The Projects timesheet module allows you to log both billable and unbilled hours. You can record every minute of your hardwork, manually or with timers. Our built-in integration with Zoho Invoice generates invoices.

GeoOp is job management software that small businesses use to streamline their day-today tasks. It's a complete toolkit that helps businesses save 14 hours a week on admin, win more jobs, and get paid faster. GeoOP can assign jobs, create invoices and quotes, fill out timesheets, and integrate with accounting software. GeoOp can replace tedious and time-consuming paper processes that hold back your business. GeoOp is the next-generation app for Trade and Home/Field Service businesses. It allows them to manage quotes, schedule jobs, track job completion, send in invoices, and get paid quicker. GeoOP job management software makes it easier to manage your manual processes online. You can enter client/job information once and manage your jobs from quote through payment, thereby reducing admin/paperwork by up to 14 hours per week

ProWorkflow is a web-based project management software that makes it easy to manage your teams and projects. ProWorkflow is a web-based project management tool for freelancers, startups, or enterprises. It offers a variety of powerful tools that can help you get the job done. ProWorkflow features include the ability to assign tasks, track time, and reschedule projects. ProWorkflow also provides easy quoting, invoicing, and reporting tools.

Enhancing customer experience is essential. Implementing a sales automation system can significantly streamline both marketing and sales efforts. You can create, track, and analyze your marketing and sales activities efficiently. With marketing tools, you can design and oversee your campaigns while effectively managing inquiries. Sales automation allows you to generate and handle leads through a fully automated CRM platform. Additionally, invoicing and inventory management can be accomplished with just a single click, enabling you to generate invoices and monitor stock levels effortlessly. You can create, print, and send quotations and invoices via WhatsApp, complete with customized reports. Furthermore, managing sales and purchase orders on an employee basis becomes easier with detailed tracking reports. For inventory management, monitor your material stock through an intelligent CRM system that offers real-time insights. The project management feature helps oversee projects while tracking progress live. Task management enables you to assign and monitor project tasks on an employee-by-employee basis, complete with tracking reports. You can also manage and track project milestones using a variety of reporting formats. Finally, a ticket generation system with a customer panel enhances service delivery, ensuring that clients receive exceptional support through automation. Overall, these tools provide a comprehensive solution for optimizing your business processes and improving customer satisfaction.

Introducing a customizable FileMaker template designed to serve as a foundational tool for your unique application. This versatile software solution excels in organizing your contacts, managing projects, processing job orders, generating estimates, handling project discrepancies, and overseeing leads, proposals, contracts, products, warehouses, income, expenses, payments, documents, as well as tasks and events through an integrated calendar and timesheet feature. It represents a smart approach to efficient business management! The application is particularly suited for enhancing business process management, allowing you to prepare sets of activities (whether events or tasks) and easily assign them to specific contacts, projects, or sales leads. The project management module enables you to define projects, outline tasks and roles, monitor project activities, allocate tasks to individuals or teams, generate purchase orders and estimates, swiftly create invoices, and keep tabs on project-related expenses. Additionally, you can efficiently track your leads and prospects, generate quotes or proposals promptly, and dispatch them to clients with ease. Once a lead is successfully converted, you can seamlessly create a project with a single click and continue to monitor its progress as needed.

Billbooks is a great tool for managing your invoices, expenses, and quotations. Eliminate sloppy-looking invoices and quotes made in Word, Excel or PDFs. With the new Billbooks App, you can securely store your data in the cloud and manage your invoicing from anywhere. With a single login, you can manage multiple clients and companies with ease. You can assign roles and restrictions to employees for each organization. Keep track of inventory, identify your top-selling products and receive low stock alerts. Keep track of all invoices, estimates and expenses. You can get e-approvals and set expiry dates. Customers can also view your estimates. Send beautiful invoices and set up auto-payment reminders. Then, relax and get paid faster. All data is encrypted using 256-bit SSL encryption, IDS, and AES.

ROI 360 is an innovative, fully-customized platform that streamlines and enhances business operations. It was designed specifically for service industries. It provides a comprehensive set of tools for managing every aspect of your company. Key Features CRM: Manage customer relations, track interactions, optimize your sales funnel. Sales Management: Streamline the sales process from quotation to fulfillment by using accurate reporting. Invoicing: Automate billing with integrated payment processing and automated invoicing. Project Management: Manage projects by assigning tasks, tracking progress, and setting deadlines. Inventory Management: Manage stock levels and optimize inventory levels. Purchase Management: Automate the procurement process and manage vendor relationships. Manufacturing: Improve production with tools for planning, scheduling, monitoring, and more. Maintenance and Repairs Schedule and track maintenance to minimise downtime.

Utilize Workspace to streamline your workflow by crafting proposals, overseeing projects, and generating invoices all from a single platform. Enhance your client acquisition efforts with visually appealing proposals while categorizing leads into organized groups using personalized labels. Effortlessly generate proposals from pre-existing templates and store them for future use with different clients. Gather project requirements through custom forms that can be easily shared via email or messaging platforms. Oversee various projects through a unified dashboard that allows you to monitor progress, zoom in on specifics, and identify potential risks. Tailor the stages and attributes of your projects to align with your specific workflow. Invite team members and clients to collaborate and receive real-time updates, fostering better communication. Break down complex projects into manageable tasks and milestones for clearer organization. Define project scopes by creating tasks based on templates or prior projects, and delegate responsibilities by assigning tasks to team members, complete with sub-tasks and due dates. Keep track of your tasks using flexible views such as calendar, board, or list, with the ability to filter based on assignee or project. Finally, generate invoices, manage your financial tasks, and ensure timely payments with ease. This comprehensive tool not only simplifies project management but also enhances team collaboration and improves financial oversight.

The staff timer App is a time and task tracking tool for remote workers, both locally and globally. It maximizes productivity and minimizes operational costs. You can now manage all administrative tasks from your desk, and also manage projects and teams worldwide with the Staff timer app smart solutions. 1. Real-time screen monitoring. 2. Minute by minute screenshots 3. Daily work videos { 4).|4.} Time Sheets { 5).|5.} Monitor screens in real-time 6. 6 7.Automated Attendance

Generate invoices for your projects or sales and send them directly to your clients. Keep track of the accounts receivable for each customer with ease. Personalize the design of your invoices using our intuitive template builder, and conveniently email them to your customers. Our extensive inventory management system simplifies the process of monitoring stock levels, valuations, pricing, orders, quotes, and invoices. You can manage one or multiple warehouses from a single platform. Effortlessly pick, pack, and ship items as needed. Handle bill payments and incoming receipts with efficiency. Link your financial accounts and streamline your statement reconciliations with your banks. Access live cash balance updates and conduct transactions with just a few clicks. Create customized reports using your own company templates. Benefit from dedicated bookkeeping support, with an accountant available to provide unlimited assistance and guidance throughout the year. We meticulously gather, categorize, and log all your business transactions within our cloud accounting software, ensuring you maintain complete oversight of your financial health. With these tools at your disposal, you can confidently manage your finances and make informed business decisions.

Oversee various locations effectively while organizing both one-time and recurring classes. Develop and implement membership plans and facilitate online enrollment for customers. Assign staff members to classes as needed and manage the onboarding process for customer lists. Utilize one-click SMS and email notifications to keep customers informed and remind them of outstanding balances. Monitor customer attendance closely and proactively engage with inactive customers to boost sales. Automatically generate invoices for each transaction and maintain oversight of overdue, unpaid, and completed invoices, ensuring they are GST-compliant. Streamline notifications related to invoices and payments while utilizing an intuitive dashboard to assess your revenue, track invoices, and analyze customer acquisition data. You can also export essential data such as invoices, payments, enrollments, and time sheets, while granting staff access to applications according to their designated roles. Implement biometric integration for tracking attendance in classes and efficiently manage membership plans. Facilitate online payment options for customers, along with check-in and check-out features. Communicate with customers through in-app calls and automate the invoicing process with GST-ready invoices. Stay informed with payment alerts and reminders, and have the ability to export and print comprehensive reports using custom filters. Lastly, take advantage of in-built documentation and FAQs to enhance user experience and support.

Introducing CommodityRentals, a specialized rental software solution tailored for e-commerce ventures. We create software products for various rental businesses including car rentals, DVDs, books/eBooks, real estate, vacation homes, trade, video games, equipment, and beyond. Our bespoke and focused rental software meets the diverse needs of your online rental enterprise. Tracking assets and materials can often be a laborious and intricate process for any organization. CommodityRentals offers fully adaptable invoicing and inventory management tools that cater to all aspects of inventory oversight, no matter the scale of your operations. It streamlines invoicing and scheduling for equipment rentals, handles bookings, and manages goods, categories, stock levels, and staff sales records, among other functionalities. This tailored software features an intuitive interface that allows for personalization, enabling you to adjust your company logo, invoice numbers, tax codes, and more to align with your brand identity. With our solution, managing your rental business becomes significantly more efficient and straightforward.

Gain unprecedented control over your operations! Oversee all project types with up to three subproject tiers. Monitor your budget thoroughly, factoring in time, external expenses, freelancer fees, and perform cost analyses for each initiative. Each team member is aware of their responsibilities: they complete their tasks and log their hours. Billable amounts and expenses are aggregated automatically, ensuring nothing slips through the cracks, allowing your projects to progress smoothly while you maintain complete oversight of your team's efficiency. Once quotes are approved, they seamlessly transition into budgeted projects, and generating invoices takes mere seconds. Payments are received promptly, and you enjoy real-time insights into your organization’s profitability, fostering informed decision-making for future endeavors. This level of detail empowers you to optimize your operations like never before.

You can manage your pool business from the shop to the pool Jobs, staff, customers and invoicing. Pooltrackr allows you to automate everyday tasks, invoicing on the spot, and getting paid faster.

Still struggling to find a tool with all the features you need to manage your agile project? Gigsheets was developed by agile project managers, precisely with the aim of eliminating that frustration, so you can spend more time managing the project and less time managing the tool. Our aim is to make it easier to manage your team members, and to communicate effectively, with the built-in features tailored to your agile project management needs. The built-in timer and the various ticket options are designed to provide the best possible framework to support and improve your teams workflow. Easily track time and view progress, assign roles, and set permissions for team members within your organization on different projects. Have full transparency into your project and easily export timesheets and generate release notes for different sprints, projects and timelines. Be the Hero! Sign up for Gigsheets

Stafiz, a cloud-based software, allows you to manage service activities and staffing, as well as invoice projects. - One software that simplifies business management and forecasting. - Data is more reliable, available in real-time, visibility is increased tenfold. - Forecast the utilization rate and plan for your team's capacity. - Real-time monitoring of financial forecasts and project progress. - Track your margins to improve profitability. - Identify potential opportunities and profile requirements. - Incorporate opportunities into the forecast. - Search profiles by role, experience, and skills.

Thrive serves as an exceptional assistant, providing a sleek solution for managing your creative endeavors effectively. It allows you to stay informed about your tasks, evaluate your productivity, assess the percentage of deadlines you've met, and efficiently organize your time and responsibilities. By keeping everything in check, you can take on additional projects and boost your income potential. The platform offers easy-to-manage timesheets, and if you forget to start the timer, you can quickly input your hours manually. Furthermore, Thrive enables you to set hourly rates for different types of work, allowing you to charge more for specialized skills while also tracking both billable and non-billable hours. With its one-click invoicing feature, producing professional-looking invoices becomes a fast and straightforward task. The relevant fields auto-populate with all necessary information, enabling you to send them to clients with just a click, thus saving you valuable time and expediting your payment process. Additionally, the user-friendly interface ensures that even newcomers can navigate the software with ease, making it a versatile tool for anyone looking to enhance their project management experience.

Revolutionize your business operations with the online business suite from edifai.co, which offers a user-friendly, customizable, and robust platform for overseeing and organizing various aspects such as projects, tasks, invoices, and customer interactions. Eliminate the hassle and cost of ineffective website design that yields no results—your satisfaction is guaranteed! Instead of juggling multiple costly software solutions, streamline your operations with a comprehensive service that you can access at any time from anywhere. You can manage your accounts easily, even without prior accounting experience, and generate professional invoices while accepting online payments effortlessly. Keep track of your contacts with organized groups and a comprehensive customer portal, while also managing leads from various sources using a convenient kanban layout. Supervise different types of projects with clear milestones and efficiently oversee tasks by assigning them to your team members with the kanban view. Additionally, create compelling quotations to capture customer interest and communicate in real time with your staff, clients, and private groups, ensuring that everyone stays connected and informed. This all-in-one platform truly simplifies the complexities of managing a business, allowing you to focus on growth and success.

We are thrilled that our system will be embraced by printers, which is why we do not feel the necessity to enforce lengthy contracts. It is designed to fulfill all your needs, whether they relate to estimating, production, catering to a major client, or streamlining your business operations. Be sure to explore our features page and read through the glowing reviews from our customers. With our templates, you can quickly create and send professionally designed, branded quotes tailored to your specifications in just minutes. Effortlessly track the time spent on various tasks and projects without burdening your staff. All your data is consolidated in one location, allowing you to easily access a variety of standard performance reports or even create customized ones. Our smart tools allow for straightforward job assignments, timeline tracking, and timely notifications for any projects that may be falling behind schedule. You can invoice jobs individually or in bulk, saving precious time and enhancing your cash flow with efficient paperless invoicing options. Embrace the advantages of cloud technology: collaborate seamlessly across different locations or access and modify your data directly from a client site, ensuring you stay connected and efficient at all times. This level of flexibility empowers you to manage your business more effectively and meet client expectations with ease.

Obtain stunning and customizable invoice templates that allow you to attach documents and process payments directly on the same page. You can receive payments seamlessly within the invoice, as Alto connects to your online accounts for quick and secure transactions. Monitor your project hours effortlessly, with the ability to bill on an hourly, daily, weekly, or monthly basis, generating invoices based on your logged hours. Access real-time reports to gather essential insights regarding your business operations and the performance of your team members. Create eye-catching invoices featuring your logo while choosing from five thoughtfully designed and customizable templates. Easily manage your clients by effortlessly assigning contacts through our integrated cloud contacts access view, streamlining your workflow and enhancing your productivity. This comprehensive invoicing system not only simplifies billing but also improves overall client relationship management.

AccountSight serves as a cloud-based Professional Services Automation (PSA) tool tailored to assist startups and expanding businesses. Its notable features encompass project management applications, time and expense tracking, as well as billing and invoicing capabilities. Users benefit from the convenience of automatically linking timesheets and expense receipts to project invoices, in addition to having tools for project planning, forecasting, and scheduling at their disposal. The platform efficiently monitors the discrepancies between planned and actual costs, alongside comparing scheduled hours with the actual time invested in projects. Furthermore, administrators are empowered to generate project estimates, forecast budgets, submit bids, and seamlessly convert estimates into invoices. To enhance accessibility, AccountSight also offers mobile applications compatible with both Android and iOS platforms, ensuring users can manage their projects on the go. Overall, this comprehensive solution is designed to streamline operations and foster growth for its users.

Coneix enhances the efficiency of your engineering firm, architectural practice, or professional services organization, allowing you to manage operations seamlessly from any location. It consolidates client relationships, tracks business opportunities, and merges the organization's contact database into one platform. By improving team communication, optimizing resource allocation, and carefully planning and overseeing tasks, it also allows for time tracking, budget monitoring, and document management. You can view project margins with just a single click. Additionally, CONEIX integrates Tableau as a business intelligence tool, providing personalized dashboards for every role and ensuring that decisions are made based on real-time, reliable data. The system also facilitates budget preparation and monitoring, allowing for the swift generation and dispatch of sales invoices while also tracking purchase invoices. Furthermore, it integrates financial data for accounting purposes, streamlining forecasting and oversight of collections, payments, and treasury management effectively. With its comprehensive features, Coneix not only simplifies business management but also empowers teams to work more collaboratively and efficiently.

Effortlessly monitor unpaid and partially settled invoices while actively engaging with clients to ensure timely payments. Analyze and document every expense to identify areas where your business spends the most. Our fixed expense feature seamlessly logs recurring costs, minimizing the risk of missing or duplicating entries, thereby enhancing budget management. Tailor your expense categories for more efficient searching and organization of financial records. Invoices Unlimited allows you to track billed hours effortlessly, enabling you to generate invoices for projects instantly. This creates a smooth, efficient workflow. Instead of manually tracking time, start the timer for each project, allowing you to keep tabs on both billed and unbilled hours at your convenience. After a project concludes, you can effortlessly incorporate unlimited billable expenses associated with it. Additionally, our proposal templates can be easily modified to suit the unique needs of each client, streamlining your documentation process even further. This adaptability ensures that you can present a professional image while maintaining comprehensive financial oversight.

Insight is designed to help you not only maintain but also expand your customer database effectively. With all customer transactions and pertinent information readily accessible, you can effortlessly create tailored databases to better understand your clients. You can link documents to both your clients and their transactions, ensuring that all relevant information is organized. This makes Insight an ideal solution for maximizing both new leads and the sales potential of your existing customers. By profiling your clients and having the necessary information at your fingertips in real time, you gain a competitive advantage in your industry. Additionally, Insight features a robust scheduling system that consolidates all company activities, including job details and staff leave, into various calendar and schedule formats. The software is fundamentally centered around task management, allowing you to log all business transactions as tasks so that everyone is clear about their responsibilities at all times. With the integrated use of statuses and task assignments, you can effectively oversee delegation within your team, ensuring that no detail is overlooked. Enhanced communication and organization through Insight will ultimately lead to improved productivity and client satisfaction.

Timebug is a comprehensive application that streamlines timekeeping, invoicing, and forecasting for small businesses. It offers easy time tracking, integrates with QuickBooks for seamless synchronization of labor, billing, and project data, and eliminates the need for complex spreadsheets. Additionally, Timebug provides insightful reports and analytics, helping businesses optimize labor costs and track revenue trends. Its customizable reporting features make it easy for business owners to generate tailored reports for audits and future planning, simplifying the overall workflow.

With the invoicing module, your invoices are created automatically as your production advances. This feature helps prevent delays in payments by sending alerts to monitor any outstanding invoices. Utilizing OOTI's financial analytics, you can oversee your budgets, expenditures, and profitability in real-time. Additionally, automated financial projections from your projects empower you to anticipate trends and make well-informed choices. The project and resource management system offers a comprehensive overview of your company's planning schedules and project timelines, along with a thorough analysis of the time allocated to each project. Designed specifically for your industry, this all-encompassing solution allows you to smoothly navigate essential modules such as opportunities, projects, resources, invoicing, and finances. You’ll gain insights from detailed financial analyses and forecasts, guiding you to make informed decisions for your business’s future. By automating your invoicing processes, you ensure compliance and efficiency, generating invoices in accordance with project milestones and progress. This streamlined approach not only saves time but also enhances overall operational effectiveness.

Log My Hours is a complimentary time tracking application designed to assist you in monitoring your hours, sharing reports and invoices with clients, and maintaining organization. With Log My Hours, you can effortlessly generate a timesheet in just a few seconds. You have the option to track time either manually or by utilizing timers for your ongoing projects. The user interface is designed to be straightforward, clean, and user-friendly. Since time equates to money, invoicing is made quick and seamless—allowing you to create invoices in less than a minute by directly importing data from your timesheets. After completion, you can conveniently email invoices to your clients straight from Log My Hours. Additionally, you can manage expenses by uploading receipts to the Cloud, ensuring instant access from anywhere. You can also attach receipts to invoices with ease, facilitating a smoother invoicing process. The platform enables you to create both basic and detailed reports, which can be exported in PDF, CSV, and XLS formats. Managing your projects has never been simpler, as you can set up tasks with budgets and receive email alerts that are billable by project, task, or employee. This tool ultimately streamlines your workflow and enhances productivity in managing time and resources effectively.

OroTimesheet is a web-based timesheet solution designed to monitor time allocated to various projects. Beyond simply tracking hours worked, this software also offers features for monitoring costs and billing as necessary. Users can set distinct rates for each project, client, employee, or activity type, and they can even establish complex calculation rules with various criteria. With just a few clicks, you can generate invoices tailored to specific projects or clients using the integrated billing module of OroTimesheet. Additionally, budgets can be assigned to projects or sub-projects, allowing you to observe real-time discrepancies based on timesheet entries. OroTimesheet is versatile, accommodating both hourly-rate and fixed-rate projects without the need for app installation, as it operates through any web browser. A handy timer feature is also available, enabling employees to log the time dedicated to projects, which is then automatically captured in their timesheets. This seamless integration enhances efficiency and accuracy in time management and billing processes.

Utilize online applications designed for managing projects, customer relationships, support, billing, tracking issues, and monitoring time, among other functionalities. These tools enable the integration of data and facilitate communication with colleagues, clients, and partners seamlessly. Work flexibly from any location and on any device within secure cloud-based workspaces. Your journey begins by establishing workspaces dedicated to Intranets, Client Extranets, CRMs, or particular projects. You have the freedom to invite co-workers, customers, freelancers, and other collaborators into these workspaces. Next, select applications tailored for each workspace, such as those for managing issues, tracking sales leads, handling deals, scheduling vacations, approving documents, maintaining a wiki, operating a help desk, managing time, organizing meetings and events, processing invoices, or even developing a custom app. Every application can be customized easily without needing IT assistance. Consequently, your entire team can leverage these applications to share files, edit documents, delegate tasks, oversee projects, and collaborate online within a unified workspace. The most successful companies recognize that true collaboration transcends mere file-sharing and data management, fostering a more integrated approach to teamwork.

An all-in-one application to meet every requirement. While Google Sheets and Excel may suffice for casual endeavors, serious professional tasks demand a more efficient solution. It's time to move past the era of jotting down tasks on post-it notes and carrying them around. Reflect on what you accomplished this week, last week, or even last month. Take a look at your latest data—how many hours have you dedicated to each client? Are you aware of which projects yield the highest profits? Embracing a paperless lifestyle enhances your efficiency. We offer a designated space to organize your tickets, receipts, and invoices, all meticulously detailed and generated automatically. You can easily download these documents as PDFs or Excel files to attach to your invoices. Streamlining your organization not only saves you valuable time but also increases productivity. You can create and assign projects, clients, or labels, as well as filter and export your data. Additionally, enjoy the most sophisticated and customizable Pomodoro timer available online, ensuring you stay focused and effective in your work.

Consolidate Your Entire Business Operations in One Location. Eliminate the hassle of toggling between multiple applications to oversee your business. Begin utilizing Agiled to streamline your operations in a single hub. This comprehensive platform includes CRM, invoicing, contracts, finances, and employee management all in one application. With Agiled, you gain access to an integrated business management solution designed to facilitate employee oversight, project management, task tracking, time monitoring, the creation of professional contracts, expense tracking, and sending out invoices that ensure quicker payments. Receive notifications on Slack for every action taken on your account, and easily tailor Slack settings to fit your requirements. Enjoy real-time updates through push notifications about activities even if your tab is closed. If our default theme doesn't suit your style, you can personalize Agiled’s appearance through various available theme choices. Additionally, it’s possible to delegate tickets, whether generated by customers or yourself, to any of your colleagues or employees through the ticketing settings. By centralizing all these features, Agiled empowers businesses to operate more efficiently and effectively.

Monitor your time. Oversee your projects. Assess valuable insights. Bill your clients effectively. Ideal for agencies and consultancies eager to enhance their financial performance, Trigger offers a built-in time tracking feature that enables team members to log their hours against specific tasks, whether they do so immediately or retroactively. This eliminates the risk of recording fictitious time and excuses for unlogged hours. Project managers can effortlessly track the total hours worked on each project and by each individual, ensuring that no client is overserviced, thereby preventing financial losses. Trigger guarantees meticulous tracking of time spent on every client, eradicating any need for late-night inquiries regarding hours logged. All recorded hours are monitored in real-time, linked to tasks, projects, and client accounts. With a highly visual and color-coded team schedule, Trigger provides a comprehensive view of your team's capacity and workload, aiding in the identification of critical gaps and minimizing unexpected challenges. This streamlined approach fosters better project management and enhances overall efficiency.

To expand your business, prioritizing sales and customer support is essential, as administrative duties do not contribute to value creation. Let Merang streamline your administrative responsibilities, allowing you to monitor commission sales and receivables in real-time, which helps ensure timely and accurate payments from clients or travel suppliers. Agents have the ability to access, generate, and manage their invoices from any location, with everything organized centrally for enhanced oversight. You can create customized invoices specifically designed for the travel sector, which can be emailed or sent as PDF files for a more polished presentation. The invoicing module enables agents to produce professional invoices from anywhere, and these can be easily emailed, printed as PDFs, or exported to Word documents. Finding existing customer profiles and their corresponding invoices is effortless, given that all information is centrally stored. You can view and manage all your invoices in one location, and TravelOffice takes care of organizing your invoicing data, allowing you to effortlessly track sales, commissions, and payments in real-time while simplifying your accounting processes. By reducing the burden of administrative tasks, your team can invest more time into growing your client base and enhancing customer satisfaction.

Projektron BCS, a web-based project management program, allows you to plan, organize, execute, evaluate, and invoice projects. The end-to-end solution includes additional tools that complement the classic project tasks. BCS allows you to view the status of your project at any moment. Based on the recording of effort, you can monitor project progress and get a reliable forecast for key indicators. Projektron BCS can be purchased in seven languages and is used by over 850 customers in 16 countries.

Our retail solution provides seamless automatic invoicing, discount management, integrations with MYOB, XERO, and Quickbooks, as well as features for promotional packages, delivery services, electronic ordering, and a VIP loyalty program, all while ensuring security, fast billing, and efficient inventory oversight, complemented by built-in eCommerce capabilities. This point of sale system doubles as a comprehensive management tool, allowing you to oversee and optimize every aspect of your business, from the cash register to the back office. It simplifies tracking the performance of your inventory, finances, employees, and clientele, making it an indispensable asset for your operations. Our dedicated programming team continuously embraces new challenges and seeks to enhance our offerings. When you compare our point of sale solution with others on the market, you'll understand why it stands out as the premier choice in point of sale technology. Every element is designed with your business's success in mind, ensuring you have the tools necessary to thrive in a competitive environment.

Consolidate all your contacts, including individuals and organizations, into a single accessible location. Ensure your entire team has a unified view of this contact information by sharing it effectively. Maintain a record of your communication history through notes, messages, files, and photos, fostering collaboration among team members to address issues collectively. Manage and oversee deals from the initial interaction to the final payment, while also linking tasks and contacts for better organization. Analyze the reasons behind your successes and failures in previous deals. Collaborate with your team to assign and complete tasks, ensuring that nothing falls through the cracks. Monitor both pending and assigned tasks using shared calendars for better visibility. With smart email and in-app alerts, you'll be promptly informed of any significant developments. Centrium will keep you informed and engaged. Organize various tasks into milestones and projects, delegating specific responsibilities to different team members to enhance efficiency and ensure everyone remains updated. This streamlined approach not only improves productivity but also strengthens teamwork and communication across your organization.

Nexvia is a cloud-based, project management system that can be used by construction, fitout, speciality contractors, and fabrication companies. The software offers tools for sales, estimating, tendering, project management and customer relationship management. It also includes financial forecasting and financial forecasting. Nexvia makes sure that all critical information is easily accessible for you and your team. You can manage multiple projects and collaborate with transparency and accountability across all departments.

Streamline and oversee various facets of your business, including marketing, sales, services, and projects, all from one comprehensive CRM platform. This ensures that your clients' private information remains secure. With the Quiddity mobile application, you can provide essential information to your customers even while on the go. Having CRM software on your mobile device allows you to manage numerous functions without being confined to your office. Utilize the Quiddity timesheet report to monitor how much time your employees dedicate to specific tasks, while also keeping an eye on the leave taken by your staff. Review the reports generated by Quiddity to gain insights into all operational processes. You’ll uncover valuable data regarding your marketing efforts, time allocated to task completion, lead statuses, invoice counts, and much more. Implementing Quiddity CRM into your organization is straightforward, requiring no technical know-how. The clear and concise user guides are designed to be easily navigable, facilitating a smooth integration into your business operations. This allows for better efficiency and informed decision-making across your entire business.

Discover an intuitive task management application that you'll truly enjoy using. Remoty simplifies the process for both teams and individuals by enabling efficient task tracking, payroll management, and invoice generation. It seamlessly integrates with popular project management platforms such as Click-Up, Jira, Trello, and Asana, making it ideal for those looking to optimize their workflow. Whether you're an individual aiming to organize tasks or a dynamic team focused on fostering growth, Remoty caters to your needs. Active users are defined as those within your workspace who utilize the check-in command more than twice monthly, and your invoice is calculated based on the number of these active users in your organization. With Remoty, you gain comprehensive insights into each task created, including the time each employee dedicates to their assignments, which can help assess overall employee efficiency. Additionally, it provides thorough timesheets that allow you to keep track of employee punctuality. Currently, our desktop and web applications are in development, and for now, a Slack account is required to access Remoty’s features. This makes it essential to stay connected and engaged with your team as you navigate through your tasks effortlessly.

Exceptional customer service tools encompass a variety of elements such as activities, communications, statuses, and sales history. Utilizing shared calendars ensures that your team remains aligned on related transactions, task management, and activity logs. The platform features a leading webstore that offers secure processing for credit card and on-account payments. You can easily review and request project quotes, employ a Product Information Management (PIM) system to oversee rich product content, and create a cohesive shopping journey for customers. Access essential sales tools through your smartphone or tablet with touch-screen capabilities, enabling you to retrieve ERP data from virtually anywhere at any time. You can modify orders and quotes, add new customers or products, check on open or settled receivables, and accept invoice payments online. Inform ERP acts as a comprehensive solution tailored for wholesale distributors, providing superior tools designed to enhance forecasting and precision. With the industry's fastest POS system, your sales counter can operate with increased efficiency. Furthermore, you gain full control and visibility over your warehouse operations, allowing for streamlined management and improved productivity. The integration of these tools not only boosts operational efficiency but also elevates the overall customer experience.

Work collaboratively with your team to finalize the next meeting agenda using the robust web-editor for drafting minutes and promptly assigning tasks. AgreeDo seamlessly integrates with Microsoft Teams and various other platforms, allowing for features such as comments, follow-ups, attachments, customizable task lists, automatic history tracking, and advanced search capabilities. By utilizing AgreeDo, you can effortlessly create meeting minutes, delegate responsibilities, and share key decisions. Additionally, crafting your agenda with AgreeDo enables you to distribute it among your team members, allowing attendees to contribute their input prior to the meeting, which significantly reduces the overall meeting duration. You can efficiently monitor your project’s progress and prepare the agenda for the subsequent meeting with a single click. Every participant has the opportunity to add topics, ideas, and outcomes to the agenda for the next meeting, enhancing productivity and minimizing unnecessary meeting times. Moreover, a timer feature helps manage the remaining time during the meeting, ensuring that discussions remain focused and efficient. Embracing these tools can transform your team's approach to meetings and project management.

Essential business data, including dealer inventories and stock shortages, are often absent from ERP or CRM systems, hindering effective decision-making regarding production, forecasting, and resource distribution. It's important to track both to- and in-market sales to gain insights into market behaviors. Keeping an eye on changes in dealer inventories is crucial for managing stock levels effectively. By integrating with ERP systems, businesses can automate order fulfillment, thereby eliminating potential operational delays as they expand. The advantages of cloud computing facilitate the rapid implementation of complex systems like DMS in just weeks rather than months. Many companies grapple with multiple systems for managing customer-related information, leading to increased complexity for IT teams and making it difficult for sales teams to access data promptly. To counter this, it's vital to develop a comprehensive view of your sales and marketing strategies. By implementing DMS integration, organizations can obtain swift market feedback on new initiatives. It is also beneficial to consolidate all customer-facing teams onto a unified platform. This integration helps maximize opportunities for information sharing across various sectors of the business, ultimately fostering a more cohesive operational environment. Consequently, adopting these strategies can lead to improved responsiveness and agility in meeting market demands.

Your sales team can be empowered in the field. Real-time reporting makes it easy to manage your sales team from the office. The mobile app allows customers to sign estimates and invoices in the field. Invoices and estimates can include unlimited photos. Photos can be attached to invoices and estimates for proof of delivery, work done, or before and after. A complete customer summary is available on one screen. Balance due, invoice aging, and customer notes can all be viewed from the office or field. Real-time sales reports for customers, reps and items in the field. Report by day, week or month. You can quickly and easily manage all unpaid invoices. Mark invoices as paid and make edits.

Professionals juggling multiple tasks can effortlessly and precisely log the time dedicated to client projects with Clockk. This tool’s automatic time tracking functions seamlessly in the background, allowing you to monitor your work without interruption. At the conclusion of your day or week, you can easily confirm your tasks and submit them for review. With Clockk, you can have peace of mind knowing that your billing is accurate, avoiding the pitfalls of undercharging or overcharging clients. By revealing the time you may have inadvertently overlooked while switching between projects or neglecting to start the timer, you can enhance your profitability. Traditional start and stop timers fail to reflect the true nature of your day, as they don’t account for the constant movement between tasks and projects. Clockk empowers you to remain fully engaged in your work while still tracking your time accurately. You’ll gain insights into how long it took to finish previous projects, and leverage this information to craft more lucrative proposals that support steady business growth. You maintain complete control over who has access to your data. Unlike employee monitoring platforms, Clockk aims to make the process of time tracking more enjoyable and less burdensome. In essence, it helps streamline your workflow while ensuring that your time is valued and accounted for.

MobiPOS is a specialized point of sale system designed for the iPad, catering specifically to the needs of the retail and food service sectors. It allows businesses to provide product information and pricing to customers using a secondary iOS device, enabling signature capture without needing to turn the POS screen toward the customer. This innovative hybrid system can operate without an internet connection or cloud support, ensuring that functionality remains intact even with unstable internet access. Whether you prefer to manage operations online or offline, your service will continue uninterrupted. The system also offers the flexibility to customize various table layouts according to the unique floor plan of your restaurant, enhancing efficiency with features like a table timer that helps staff manage tables more effectively. Additionally, it allows for easy management of customer details such as email addresses, birthdays, and physical addresses, while also tracking spending habits and assigning different tiers of membership. You can effortlessly split bills by item, portion, or percentage, with the added convenience of automatically retrieving previous bills, which eliminates the need to restart the splitting process. Furthermore, MobiPOS stands out for its user-friendly interface, making it an ideal choice for businesses aiming to streamline their operations.