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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
Sumlino offers a web-based solution for invoicing and customer management, catering to freelancers, small enterprises, studios, educational institutions, and community organizations. Its users can generate customized invoices, quotes, and credit notes while efficiently managing customer groups, tracking hours and business trips, and converting documented work into preliminary invoices. Online acceptance of quotes is facilitated through an email code, enhancing user convenience. Additional features encompass receipt uploads, the ability to set up recurring invoices, stock management, imports of bank statements, bookkeeper access, and data export capabilities. Payment processing is supported by Mollie, which provides options for payment links and direct debit, although each collection period requires prior approval. The platform is accessible in both Dutch and English languages, ensuring a wider reach. New users are granted five complimentary documents before transitioning to a pay-per-document model or opting for an Unlimited subscription. An optional AI extraction feature aids in processing purchase invoices, which must be reviewed by users prior to import. Furthermore, Dutch calculators and useful guides can be accessed without needing an account, although direct tax filing and automatic bank feed functionalities are not part of the offering. The comprehensive nature of Sumlino makes it an ideal choice for those seeking efficient financial management tools.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$15/month, seats included
Free Trial
Yes
Free Version
No
Pricing Details
EUR 0.75/quote excl. VAT
Free Trial
Yes
Free Version
No
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
No
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
Chalmsy LLC
Founded
2026
Country
United States
Website
www.chalmsy.com
Vendor Details
Company Name
WebInferio
Country
Netherlands
Website
sumlino.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
Billing and Invoicing
Billing Portal
No
Contact Database
No
Contingency Billing
No
Customer Portal
No
Customizable Invoices
No
Dunning Management
No
Hourly Billing
No
Invoice History
No
Mobile Payments
No
Multi-Currency
No
Online Invoicing
No
Online Payments
No
Payment Processing
No
Project Billing
No
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
No
