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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Generate a professional invoice, quote, or challan and deliver it to your client in mere seconds. You can promptly send payment receipts along with a personalized thank you note, ensuring you never misplace another receipt again. Our expense management solution simplifies the tracking and management of business expenses to an extraordinary degree. Additionally, you can log payments received against issued invoices effortlessly. With our robust reporting and analytics capabilities, you'll be equipped to make more informed business decisions. Enhance your cloud security and prevent unauthorized access by activating the Whitelist feature. Accept online payments directly to your wallet or bank account by incorporating a QR code into your invoices. Our fully responsive design allows you to monitor your business activities from any tablet without hassle. You won't need to be concerned about managing multiple user accounts and their access permissions, as 'Handy Invoice' offers you the tools to efficiently oversee user access and rights management. Moreover, this platform is designed to streamline your overall financial processes, contributing to a more organized and productive business environment.

Description

Kool CRM simplifies the management of your mailbox, allowing you to effortlessly view and send emails with just a few clicks. This functionality enables you to categorize your contacts into different groups and contexts according to your preferences. Administrators have the ability to add activities for the current day or the following day, as well as edit or mark activities as completed. With Kool CRM, managing events becomes a straightforward task; users can create, view, and delete events with minimal effort. Additionally, by analyzing historical data from previous campaigns, you can develop more effective sales strategies for the future. Kool CRM also streamlines the process of maintaining quotes; you can easily create new quotes and access all previous quotes from a dedicated section. The platform includes a payment section that allows for proper management of your transactions, where new payments can be created with relevant information. In the invoice section, generating invoices is a breeze, and you can view all invoices from this location as well, including the option to set up recurring invoices for ongoing billing needs. By utilizing these features, Kool CRM enhances your overall productivity and efficiency in managing various aspects of your business.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Kool Invoice No 

Integrations

Kool Invoice Yes 

Pricing Details

$64.31 per user per year
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
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) Yes 
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 No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Handy Invoice

Country

India

Website

www.handyinvoice.in/

Vendor Details

Company Name

BTS Software

Country

United Kingdom

Website

btssoft.net

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 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
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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