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ease
features
design
support

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Description

Successful management of an accounting firm should not be hindered by inadequate infrastructure. Equip your firm with the essential tools by investing in specialized CRM solutions from GreatSoft, which focuses on delivering top-tier CRM services tailored specifically for accountancy practices. Our cloud-based CRM systems provide optimal security, speed, and functionality to meet the diverse needs of our clients. With a dedicated team of experts continuously enhancing and supporting our software, you can be assured that your firm is always utilizing the most effective tools available. Recognizing that each accounting firm has unique requirements, we develop customized solutions to address various aspects such as tax management, document handling, and secretarial duties. This personalized approach ensures that we can meet every specific demand you may have. Our knowledgeable team is not only hands-on but also deeply understands the nuances of the accounting industry, making us a reliable partner in your firm’s growth and success. Ultimately, investing in the right CRM software can significantly enhance your firm's overall efficiency and service delivery.

Description

Manitou provides seamless connectivity and ease of use, ensuring that all your information is effortlessly gathered, organized, and utilized through a versatile array of tools. This enhances communication, not only within specific teams but also across various departments, illustrating the advantage of fully integrating and refining the logistical backbone of a contemporary business. To offer you the most effective guidance, it's essential for us to understand your needs and operations better. Therefore, Manitou provides a complimentary one-hour business analysis to evaluate your company and outline a framework of your operational processes. This initial assessment will enable you to grasp how Manitou can streamline your workflows, identify which modules are most suitable for your unique circumstances, and clarify the potential impact of implementing such solutions from both logistical and financial perspectives. By taking this crucial first step, you pave the way for enhanced efficiency and growth within your organization.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ATOmate
CAS 360
FuseDocs
FuseSign
Virtual Cabinet

Integrations

ATOmate
CAS 360
FuseDocs
FuseSign
Virtual Cabinet

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$30.00/month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

GreatSoft

Website

www.greatsoft.co.za/

Vendor Details

Company Name

Manitou

Founded

2003

Country

Canada

Website

manitousolution.com/en/discover/

Product Features

Professional Services Automation

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

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Applicant Tracking

Assessments
Background Screening
Candidate Management
Collaboration Tools
Internal HR
Interview Management
Interview Scheduling
Job Board Posting
Job Requisition
Onboarding
Recruiting Firms
Reference Checking
Resume Parsing
Resume Search
Self Service Portal
Workflow Management

Billing and Invoicing

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

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Human Resources

360 Degree Feedback
Applicant Tracking
Attendance Management
Benefits Management
Career Development Planning
Compensation Management
Compliance Management
Employee Database
Employee Lifecycle Management
Onboarding
Payroll Management
Performance Management
Recruiting Management
Self Service Portal
Succession Planning
Time & Attendance Management
Time Off Management
Timesheets
Training Management

Professional Services Automation

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

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Time and Expense

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project

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