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features
design
support

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Write a Review

Description

ChargeOver is a web-based, standalone billing and invoicing solution that can be used by businesses of all industries. This recurring billing and payment platform is affordable and features rich. It offers a self-service customer portal and standard or customized reporting. There are also options to set up billing or invoicing. You can also brand your billing-related communications. ChargeOver automates recurring subscriptions and payments, which can help you improve customer service, save time, increase cash flow, and reduce costs. Other features include automated dunning, phone, chat and email support, fully searchable databases, customer payment portal, custom payments links, and many more.

Description

Established in 2001, E123 has become a recognized leader in the marketplace for both insured and non-insured product platforms. The company enables more than 250,000 agents to offer an impressive array of over 14,500 distinctive products to a dynamic base of 1.6 million active members. E123's comprehensive platform facilitates every aspect of the process, from the initial member enrollment and policy lifecycle management to streamlined recurring billing that aligns with your organizational requirements and product plans, as well as effective management of agents and members. Moreover, the adaptability of the E123 Platform allows for tailored solutions that best fit your business model and specific needs, ensuring that every client receives personalized support and resources. This commitment to customization and efficiency is what sets E123 apart in the competitive landscape.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ActiveCampaign Yes 
Avalara Yes 
Braintree Yes 
Constant Contact Yes 
Mailchimp Yes 
Mailchimp Transactional Email (Mandrill) Yes 
Mailgun Yes 
PayPal Yes 
Peaka Yes 
Pin Payments Yes 
QuickBooks Online Yes 
Salesforce Yes 
Stackreaction Yes 
StarfishETL Yes 
Stripe Yes 
Windcave Yes 
Wufoo Yes 
Zapier Yes 
Zendesk Yes 

Integrations

ActiveCampaign No 
Avalara No 
Braintree No 
Constant Contact No 
Mailchimp No 
Mailchimp Transactional Email (Mandrill) No 
Mailgun No 
PayPal No 
Peaka No 
Pin Payments No 
QuickBooks Online No 
Salesforce No 
Stackreaction No 
StarfishETL No 
Stripe No 
Windcave No 
Wufoo No 
Zapier No 
Zendesk No 

Pricing Details

$0
Offers smart pricing for modern sales teams. Pricing is based on the number of customers billed.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
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) No 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

ChargeOver

Founded

2010

Country

United States

Website

chargeover.com

Vendor Details

Company Name

Enrollment123

Founded

2001

Country

United States

Website

sales.enrollment123.com

Product Features

Accounting

Accounts Payable No 
Accounts Receivable Yes 
Bank Reconciliation No 
Billing & Invoicing Yes 
CPA Firms Yes 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger Yes 
Government No 
Multi-Currency Yes 
Nonprofits Yes 
Payroll Management No 
Project Accounting No 
Purchase Orders Yes 
Tax Management Yes 

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
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 

Bookkeeping

Accounts Payable No 
Accounts Receivable Yes 
Bank Reconciliation No 
Billing & Invoicing Yes 
Cash Management No 
Collections Yes 
Expense Tracking No 
Fixed Asset Management No 
General Ledger Yes 
Payroll No 
Revenue Recognition Yes 
Spend Management No 
Tax Management Yes 

Currency Exchange

Analytical Reporting Yes 
Client Management Yes 
Custom Account Statements Yes 
Data Backup Scheduling Yes 
For Money Exchanges No 
Margin Management No 
Market Data Access No 
Position Management No 
Real Time Currency Quotes No 
Real Time Tracking No 
Transaction Management Yes 

Payment Processing

ACH Check Transactions Yes 
Bitcoin Compatible No 
Debit Card Support Yes 
Gift Card Management No 
Mobile Payments Yes 
Online Payments Yes 
POS Transactions Yes 
Receipt Printing Yes 
Recurring Billing Yes 
Signature Capture No 

Recurring Billing

Customer Portal Yes 
Deferred Billing Yes 
Discount Management Yes 
Dunning Management Yes 
Invoice History Yes 
Multi-Currency Yes 
Multi-Period Recurring Billing Yes 
Payment Processing Yes 
Recurring Donations Yes 
Subscription Billing Yes 

Subscription Management

Cancellation Management Yes 
Discount / Coupon Management Yes 
Dunning Management Yes 
Enrollment Management Yes 
Product Catalog Yes 
Recurring Billing Yes 
Revenue Recognition Yes 
Revenue Recovery Tools Yes 
Self Service Portal Yes 
Subscription Plan Management Yes 
Tax Management Yes 
Trial Management Yes 
Usage Tracking/Analytics Yes 

Product Features

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal No 
Customizable Invoices No 
Dunning Management Yes 
Hourly Billing No 
Invoice History No 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments No 
Payment Processing Yes 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator Yes 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

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