Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Sofacto serves as your reliable partner for billing on a daily basis. With just a few simple clicks, you can efficiently handle all aspects of your billing, from editing documents to tracking payments in a quick and seamless manner. Fully designed and developed using Salesforce, Sofacto takes advantage of the robust security, performance, and capabilities of the leading Cloud CRM provider. This platform provides you with a comprehensive and enhanced CRM experience, empowering you to unlock your business strategies through a complete 360° view of your customer base. Sofacto supports you every day by streamlining your business processes, including invoice generation and payment follow-ups. Your dashboards reflect real-time updates, enabling you to consistently make informed decisions. By automating your billing management, Sofacto helps you save valuable time. Built on Salesforce.com's Cloud technology, Sofacto facilitates collaborative work organization without any limitations related to time or location. Additionally, this innovative platform ensures that you remain agile and responsive in a rapidly changing business landscape.
API Access
Has API
No
API Access
Has API
No
Integrations
2Subscribe
Yes
Basecamp
Yes
PayPal
Yes
SendGrid
Yes
Stripe
Yes
Integrations
2Subscribe
No
Basecamp
No
PayPal
No
SendGrid
No
Stripe
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$25 per user per month
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
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
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
CloudBooks
Founded
2013
Country
United States
Website
www.cloudbooksapp.com
Vendor Details
Company Name
Sofacto
Founded
2015
Country
France
Website
www.sofacto.com
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
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
No
Invoice History
Yes
Mobile Payments
No
Multi-Currency
Yes
Online Invoicing
Yes
Online Payments
No
Payment Processing
Yes
Project Billing
Yes
Recurring/Subscription Billing
Yes
Service Ticket Billing
No
Tax Calculator
Yes