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Description
Chalmsy offers AI-driven business management software tailored for small service-oriented enterprises such as florists, event coordinators, venues, interior designers, consultancies, and various trades. The platform streamlines the process from initial inquiry to finalized payment, allowing users to describe a job in simple terms while Chalmsy automatically generates a customized, branded proposal using the user's own materials, labor rates, and multipliers. Clients can conveniently review, comment, and accept proposals online, transforming accepted work into a project, followed by invoicing and bookkeeping entries, ensuring that no information is redundantly entered across different tools. The software encompasses features like quoting and estimating, proposal revisions and change orders, online approvals, deposit management, payment schedules, automated follow-ups for quotes, a client relationship management system, project oversight, invoicing capabilities, receipt capture, ledger management, profit-and-loss analysis, and integration with QuickBooks. Additionally, it seamlessly connects with Gmail, Google Calendar, and Google Drive with just one click, enhancing overall efficiency. Notably, all documents reflect your brand identity rather than Chalmsy's, with pricing structured per business rather than per user, starting at just $15 a month, making it accessible for small businesses. This comprehensive solution empowers entrepreneurs to manage their operations effectively without the hassle of multiple software platforms.
Description
Rock Paper Coin serves as a comprehensive client management solution designed to enhance the efficiency of proposals, contracts, invoicing, lead tracking, and secure online payment processing for event professionals and small business owners. Users can effortlessly generate polished, branded proposals in a matter of minutes by utilizing either templates or personalized designs, and they receive real-time notifications upon sending these proposals. Additionally, the platform allows for seamless integration of inquiry forms on websites, facilitating straightforward lead capture and management. It features digital contracts that include e-signature capabilities, flexible invoicing options with installment plans and automatic reminders, as well as secure payment processing through Stripe, ensuring bank-level security, prompt deposits, and adaptable fee management. Users have the ability to embed branded lead forms, organize and view submissions, and efficiently convert leads into clients directly within the platform. Offering extensive customization, Rock Paper Coin allows for personalized branding across proposals, contracts, invoices, and emails, and it also integrates with Google Drive for easy document access while providing robust functionality on both desktop and mobile devices. This multifaceted platform is designed to meet the diverse needs of users, making it an invaluable tool for those in the event management and small business sectors.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Apple Pay
No
Google Drive
No
Google Pay
No
QuickBooks Accountants
No
Stripe
No
Integrations
Apple Pay
Yes
Google Drive
Yes
Google Pay
Yes
QuickBooks Accountants
Yes
Stripe
Yes
Pricing Details
$15/month, seats included
Free Trial
Yes
Free Version
No
Pricing Details
Free
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
Yes
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
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
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
Chalmsy LLC
Founded
2026
Country
United States
Website
www.chalmsy.com
Vendor Details
Company Name
Rock Paper Coin
Founded
2019
Country
United States
Website
rockpapercoin.com
Product Features
Business Management
Billing & Invoicing
No
CRM
No
Employee Management
No
Financial Management
No
Inventory Management
No
Marketing Management
No
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
Event Booking
Attendee Management
No
Confirmation/Reminders
No
Discount/Coupon Management
No
Event Calendar
No
Marketing Management
No
Online Payments
No
Online Registration
No
Social Media Promotion
No
Wait List Management
No
Website Management
No
