Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

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.

Description

Discover how your team can efficiently handle orders and requests, streamline marketing efforts, and evaluate performance metrics. All incoming orders are consolidated into a unified list that is then allocated to operators for processing. Every customer maintains a comprehensive communication history, regardless of the channel used. Automated triggers efficiently assign tasks to staff, send customer notifications, and update their information seamlessly. Operators benefit from a unified interface, eliminating the need to exit the CRM to check stock levels, generate invoices, or schedule deliveries. Aggregate customer information from various channels within the CRM system, enabling effective database segmentation based on this data. Implement automatic strategies designed to boost repeat sales while delivering personalized marketing campaigns to segmented audiences. Engage with customers through messaging apps directly within the CRM platform, and access past customer interactions with just two clicks. Additionally, create orders directly from CRM conversations and verify product availability using the integrated catalog. This comprehensive approach enhances operational efficiency and fosters stronger customer relationships.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Alfa-Track No 
Binotel No 
CS-Cart Free No 
Calltouch No 
Carrot quest No 
CoMagic No 
MeaSoft No 
PayPal Yes 
Ringostat No 
Roistat No 
Stripe Yes 
UseDesk No 
kpi.com Projects Yes 

Integrations

Alfa-Track Yes 
Binotel Yes 
CS-Cart Free Yes 
Calltouch Yes 
Carrot quest Yes 
CoMagic Yes 
MeaSoft Yes 
PayPal No 
Ringostat Yes 
Roistat Yes 
Stripe No 
UseDesk Yes 
kpi.com Projects No 

Pricing Details

$10 per user per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
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) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

KPI Software

Founded

2004

Country

United Kingdom

Website

www.kpi.com/en/best-business-management-software/accounts/

Vendor Details

Company Name

retailCRM

Country

Russia

Website

www.retailcrm.pro/

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 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

eCommerce

CRM No 
Catalog Management No 
Channel Management No 
Customer Accounts No 
Data Security No 
Email Marketing No 
Inventory Management No 
Kitting No 
Loyalty Program No 
Mobile Access No 
Multi-Store Management No 
Order Management No 
Product Configurator No 
Promotions Management No 
Returns Management No 
Reviews Management No 
SEO Management No 
Shopping Cart No 
Templates No 

Alternatives

Brisk Accounts Reviews

Brisk Accounts

Brisk Cloudware Inc.

Alternatives

Kommo Reviews

Kommo

QSOFT
kpi.com Accounts Reviews

kpi.com Accounts

KPI Software
Billcue Reviews

Billcue

Media Two Pty Ltd
WaFlow Reviews

WaFlow

WaFlow.io