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What is Easy CRM?

Viewing transactions from your customer's perspective significantly improves their experience and fosters deeper brand loyalty. By leveraging intuitive CRM software, you can integrate data from multiple departments, creating a holistic, real-time overview of each customer’s journey. This system also empowers you to manage and invoice projects efficiently, thanks to its advanced project management features. Furthermore, it allows for meticulous tracking of the time spent on tasks, ensuring that clients are billed accurately for services rendered. The software facilitates collaboration by enabling several team members to be assigned to different tasks while keeping track of individual timers to maintain accountability. You can generate professional, visually striking invoices, attach pertinent documents, and send them directly to clients, enhancing convenience. Additionally, the platform streamlines both subscription and audience management, automating essential processes like accounting and fulfillment. It also kickstarts the sales process by identifying potential leads and swiftly generating sales forecasts, allowing for quick deal closures. This innovative approach ultimately ensures that you secure more business while expediting payment processes, thus alleviating the challenges of prolonged sales cycles. By focusing on customer insights and experiences, your business lays the groundwork for sustained success and growth in the competitive marketplace. In doing so, you create a more responsive and adaptive organization that can thrive in changing environments.

What is AccountSight?

AccountSight, a cloud-based Professional Services Automation tool, primarily targets emerging businesses and startups by offering a range of essential features. These include project management, time tracking, billing, invoicing, expense management, resource allocation, and comprehensive billing solutions. Users have the ability to attach receipts for expenses and timesheets to their project invoices, facilitating effective project planning, forecasting, and scheduling. Moreover, AccountSight enables the tracking of both actual and anticipated costs, as well as comparing hours worked on a project against the time allocated. Administrators can generate estimates, project budgets, and competitive bids, with the added functionality of transforming estimates directly into invoices. Additionally, AccountSight provides mobile applications for both iOS and Android, enhancing accessibility and usability for users on the go. This multi-platform availability ensures that businesses can manage their operations seamlessly, no matter where they are.

Media

Media

Integrations Supported

Foxit eSign
Microsoft Excel
Microsoft Outlook
OnSched
PayPal
QuickBooks Online
QuickBooks Online Advanced

Integrations Supported

Foxit eSign
Microsoft Excel
Microsoft Outlook
OnSched
PayPal
QuickBooks Online
QuickBooks Online Advanced

API Availability

Has API

API Availability

Has API

Pricing Information

$5 per month
Free Trial Offered?
Free Version

Pricing Information

$8.00/month/user
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

Shoppias

Date Founded

2016

Company Location

Argentina

Company Website

www.easycrmsystem.com

Company Facts

Organization Name

AccountSight

Date Founded

2012

Company Location

United States

Company Website

www.accountsight.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

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Resource Management

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

Time and Expense

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project

Time Tracking

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

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