Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Simple Invoice offers a comprehensive solution for crafting professional invoices and estimates tailored to your business needs. You can personalize invoices, estimates, and statements by incorporating essential information that reflects your brand. The software allows for the generation of detailed reports that help you monitor customer payments and overall sales revenue effectively. By simplifying the process of creating recurring invoices, it aids in optimizing your workflow and conserving valuable time. Additionally, you can export invoices and reports in PDF format for convenient emailing to clients, making your operations more efficient. The adaptable design ensures that you can also produce various other documents to fulfill your business requirements seamlessly. Enhanced functionality includes support for products, tax rates, and database backups, alongside payment tracking features that keep your records accurate. You can easily create tailored invoices, quotes, estimates, receipts, statements, and reports to suit any situation. This tool enables you to oversee payments for each individual invoice and keep tabs on outstanding amounts owed by customers, which is crucial for effective business management. Furthermore, the integrated database upgrades facilitate a smooth transition between software versions, ensuring that you always have access to the latest features.
API Access
Has API
No
API Access
Has API
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$9.99 one-time payment
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
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
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
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
BTS Software
Country
United Kingdom
Website
btssoft.net
Vendor Details
Company Name
Individual Software
Founded
1981
Country
United States
Website
www.individualsoftware.com/
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
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