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features
design
support

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Description

Enable your teams to achieve consistent and measurable revenue growth by focusing on the most impactful activities with the help of the CRM system. BASCRM offers straightforward customization and integration to align with your business workflows seamlessly. Effortlessly send invoices online featuring your branding, ensuring that your clients can make timely payments with ease. This comprehensive online invoicing software is designed for savvy businesses aiming to dedicate their time to expanding their operations. Streamline your invoicing procedures and receive payments more swiftly and efficiently. By staying organized and presenting a polished image, you can save valuable time! Distinguish your brand by sending tailored, professional invoices that resonate with your customers. BASCRM provides a diverse selection of invoice templates suitable for various industries. You can easily incorporate your logo, company details, preferred customs, payment instructions, terms, and much more. Once your invoice template is established, generating invoices takes mere seconds, and they can be dispatched to your clients with minimal effort. With such capabilities, businesses can enhance their operational efficiency and maintain strong client relationships.

Description

CloudBooks simplifies the invoicing process, allowing you to generate invoices swiftly and effectively. Our user-friendly templating system enables you to select a design, create and tailor invoices, incorporate your logo, and customize your email communications effortlessly. You can automate payment reminders and craft personalized follow-up messages for your clients. By enabling online payment options, your clients can conveniently settle invoices using debit or credit cards. Additionally, you can bill clients in their local currencies, enhancing the likelihood of timely payments. With an array of themes to choose from, you can easily input your business details, add your company logo, and begin dispatching beautifully designed invoices to your clients. Streamline your business operations by automating processes such as late payment fees and reminders, allowing CloudBooks to manage client follow-ups while you focus on the essential aspects of your work. This way, you can ensure that your business runs smoothly and efficiently.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

2Subscribe No 
Basecamp No 
PayPal No 
SendGrid No 
Stripe No 

Integrations

2Subscribe Yes 
Basecamp Yes 
PayPal Yes 
SendGrid Yes 
Stripe Yes 

Pricing Details

$39 per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

BASCRM

Country

United Kingdom

Website

bascrm.com

Vendor Details

Company Name

CloudBooks

Founded

2013

Country

United States

Website

www.cloudbooksapp.com

Product Features

Business Management

Billing & Invoicing Yes 
CRM Yes 
Employee Management No 
Financial Management No 
Inventory Management Yes 
Marketing Management Yes 
Order Management No 
Point of Sale (POS) No 
Project Management No 
Purchasing No 
Scheduling No 
Time & Expense Tracking No 
Training Management No 
Vendor Management No 

Product Features

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing Yes 
Customer Portal Yes 
Customizable Invoices Yes 
Dunning Management Yes 
Hourly Billing Yes 
Invoice History Yes 
Mobile Payments Yes 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing Yes 
Service Ticket Billing Yes 
Tax Calculator Yes 

Professional Services Automation

Billing & Invoicing Yes 
CRM Yes 
Client Portal Yes 
Collaboration Tools Yes 
Document Management Yes 
Portfolio Management Yes 
Project Management Yes 
Proposal Generation Yes 
Quote Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 

Time and Expense

Activity Tracking No 
Billable Hours Tracking Yes 
Billing Rate Management Yes 
Expense Tracking Yes 
Invoice Processing Yes 
Multiple Billing Rates Yes 
Project Tracking Yes 
Reimbursement Management No 
Time Tracking by Client Yes 
Time Tracking by Project Yes 

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