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What is CRMit?

CRMit serves as an all-encompassing business management and CRM platform tailored to streamline vital functions for small businesses, integrating aspects like customer relationship management, task organization, invoicing, and time tracking into a single user-friendly interface. It offers a comprehensive 360-degree perspective on customer data, enabling users to effectively manage contacts, track purchasing activities, and maintain detailed records of jobs and tasks alongside time entries. The platform allows users to quickly create professional invoices, proforma invoices, and quotes, while also facilitating contract management that incorporates recurring billing and a straightforward sales opportunity pipeline. Additionally, it supports the logging, prioritization, and delegation of jobs and tasks to team members, equipped with features for notes, attachments, and real-time status updates. CRMit also includes customizable dashboards and staff management functionalities, such as GPS tracking and leave calendars, alongside a robust product catalog management system, ensuring businesses have all the tools they need to thrive. Ultimately, CRMit not only boosts operational efficiency but also enhances collaboration within teams, promoting a more productive work environment. Its comprehensive features make it an invaluable asset for small businesses aiming for growth and success.

What is Billbooks?

Billbooks serves as an excellent solution for overseeing your invoices, expenses, and quotes effectively. Say goodbye to the disorganized invoices and quotes often created in Word, Excel, or PDFs. With the innovative Billbooks App, your data can be securely stored in the cloud, allowing you to handle your invoicing tasks from any location. A single login provides the ability to manage numerous clients and businesses effortlessly, while you can also assign specific roles and permissions to employees for each organization. Stay on top of your inventory, pinpoint your best-selling items, and receive alerts when stock is running low. It’s easy to monitor all invoices, estimates, and expenses, and you can request electronic approvals and set expiration dates for your documents. Additionally, your customers have the option to view your estimates. Create stunning invoices and establish automatic payment reminders to streamline your cash flow. Finally, enjoy the peace of mind that comes with knowing all your data is protected by robust 256-bit SSL encryption, IDS, and AES technology for added security. By utilizing Billbooks, you can simplify your financial management and enhance the efficiency of your business operations.

Media

Media

Integrations Supported

2Checkout
Authorize.Net
Braintree
PayPal
Stripe

Integrations Supported

2Checkout
Authorize.Net
Braintree
PayPal
Stripe

API Availability

Has API

API Availability

Has API

Pricing Information

Free
Free Trial Offered?
Free Version

Pricing Information

$7.95 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

CRMit

Date Founded

2016

Company Location

United States

Company Website

crmit.app/

Company Facts

Organization Name

Billbooks

Date Founded

2010

Company Location

Australia

Company Website

www.billbooks.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and 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

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