Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Enhancing customer experience is essential. Implementing a sales automation system can significantly streamline both marketing and sales efforts. You can create, track, and analyze your marketing and sales activities efficiently. With marketing tools, you can design and oversee your campaigns while effectively managing inquiries. Sales automation allows you to generate and handle leads through a fully automated CRM platform. Additionally, invoicing and inventory management can be accomplished with just a single click, enabling you to generate invoices and monitor stock levels effortlessly. You can create, print, and send quotations and invoices via WhatsApp, complete with customized reports. Furthermore, managing sales and purchase orders on an employee basis becomes easier with detailed tracking reports. For inventory management, monitor your material stock through an intelligent CRM system that offers real-time insights. The project management feature helps oversee projects while tracking progress live. Task management enables you to assign and monitor project tasks on an employee-by-employee basis, complete with tracking reports. You can also manage and track project milestones using a variety of reporting formats. Finally, a ticket generation system with a customer panel enhances service delivery, ensuring that clients receive exceptional support through automation. Overall, these tools provide a comprehensive solution for optimizing your business processes and improving customer satisfaction.
Description
Generate invoices for your projects or sales and send them directly to your clients. Keep track of the accounts receivable for each customer with ease. Personalize the design of your invoices using our intuitive template builder, and conveniently email them to your customers. Our extensive inventory management system simplifies the process of monitoring stock levels, valuations, pricing, orders, quotes, and invoices. You can manage one or multiple warehouses from a single platform. Effortlessly pick, pack, and ship items as needed. Handle bill payments and incoming receipts with efficiency. Link your financial accounts and streamline your statement reconciliations with your banks. Access live cash balance updates and conduct transactions with just a few clicks. Create customized reports using your own company templates. Benefit from dedicated bookkeeping support, with an accountant available to provide unlimited assistance and guidance throughout the year. We meticulously gather, categorize, and log all your business transactions within our cloud accounting software, ensuring you maintain complete oversight of your financial health. With these tools at your disposal, you can confidently manage your finances and make informed business decisions.
API Access
Has API
No
API Access
Has API
No
Integrations
PayPal
No
Stripe
No
kpi.com Projects
No
Pricing Details
$40 per user, per year
Free Trial
Yes
Free Version
No
Pricing Details
$10 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)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Salestack
Founded
2010
Country
India
Website
www.salestack.in
Vendor Details
Company Name
KPI Software
Founded
2004
Country
United Kingdom
Website
www.kpi.com/en/best-business-management-software/accounts/
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
No
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Product Features
Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
Yes
CPA Firms
Yes
Cash Management
Yes
Cryptocurrency Support
No
Expense Tracking
Yes
Fixed Asset Management
Yes
Fund Accounting
Yes
General Ledger
Yes
Government
No
Multi-Currency
Yes
Nonprofits
Yes
Payroll Management
No
Project Accounting
Yes
Purchase Orders
Yes
Tax Management
Yes