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Description
Customer Contact Management allows you to oversee all customer interactions from a single, centralized platform, and this information can be leveraged for marketing purposes. Additionally, this system enables the organization of all supplier contact details, streamlining supplier management from one location. When it comes time to place new orders, you can do so efficiently. Effective inventory management is crucial for any business, which is why we've created an intuitive inventory management system that simplifies this process. Moreover, the Kool Invoice includes a built-in quotation management feature that allows you to send quotes to potential clients and track their progress. You can easily generate invoices from these quotes by converting them or create invoices directly within this module. At the core of the Kool Invoice system lies the accounts module, which handles all financial operations of the business, including accounts payable, ensuring that all financial aspects are efficiently managed. This comprehensive approach not only enhances operational efficiency but also supports better decision-making for future growth.
Description
Rather than relying on various subscriptions, we have developed a single, cohesive solution: a comprehensive and automated financial platform tailored for self-employed professionals like you. Our advanced invoicing feature is crafted to simplify your tasks, allowing invoice data to effortlessly integrate with your bank and credit card transactions, which in turn flows directly into your tax planner to keep you informed about your tax obligations. Furthermore, we automatically calculate sales tax within the system, ensuring compliance for those who sell products or goods. By streamlining your accounting processes, we eliminate the need for managing Accounts Payable or Receivable, journal entries, and tracking accrued income or expenses. Our unique accounting system is specifically designed for the self-employed, setting us apart from other offerings that cater to small and medium-sized businesses. With our solution, you can focus more on your work and less on financial management.
API Access
Has API
API Access
Has API
Integrations
Kool CRM
Pricing Details
$299 one-time payment
Free Trial
Free Version
Pricing Details
$5 per user, per 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
BTS Software
Website
btstech.net/kool-invoice/
Vendor Details
Company Name
Namu
Founded
2018
Country
United States
Website
namu1099.com
Product Features
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
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
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
Financial Management
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management