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What is MergeWare CRM?

Manage client information efficiently through a user-friendly interface that helps maintain a log of all interactions, including phone calls, emails, and actions undertaken. You can track both incoming and outgoing payments effortlessly while creating invoices without any hassle. Detailed reports, such as Aging in/out, Invoices, and Client History, are easily accessible, along with any customized reports you might need, ensuring that all client information is meticulously organized. Additionally, there is an Insurance Module that allows for the tracking of QuickQuotes linked to existing or customized QuickQuote systems, ensuring you have immediate access to vital data. This system is also built to integrate seamlessly with existing TIFA applications or any other software you may use, enhancing overall functionality. Ultimately, this solution not only optimizes your client management process but also significantly boosts both efficiency and precision. With these features, staying organized while managing client relationships becomes a more straightforward task.

What is InvoiceQuick?

InvoiceQuick is an innovative digital solution designed for invoicing and billing, specifically catering to freelancers and small businesses. The platform empowers users to create invoices and estimates, easily convert estimates into finalized invoices, manage client information, and track invoice visibility, payment statuses, and overdue balances. Additionally, it offers recurring invoicing capabilities, automated payment reminders, customizable late fee structures, and a dedicated client portal for clients to view their invoices and payment histories. Supported payment methods include Stripe, PayPal, ACH transfers, checks, and external payment links. Users also gain access to features that enhance expense and income tracking, tax setup, detailed financial reporting, personalized invoice templates, multiple currency support, and the option to export data in CSV, XLS, and XLSX formats. The service is accessible through both web and mobile applications, and users can utilize a free invoice generator and a 30-day trial for the subscription service to familiarize themselves with its functionalities. By providing an extensive range of tools, InvoiceQuick is dedicated to simplifying the financial management experience for its clientele while ensuring they have all the resources they need at their fingertips. Through its user-friendly interface, InvoiceQuick seeks to enhance productivity and efficiency in billing and invoicing tasks.

Media

Media

Integrations Supported

Integrations Supported

PayPal
Stripe

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$19/month
The monthly plan is $19/month; the annual plan is $170/year, billed in advance. Both include all features and up to 10 account users. A 30-day trial requires no credit card. A free account plan and a no-sign-up invoice generator are also available.
Free Trial Offered?

Supported Platforms

Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub

Company Facts

Organization Name

J&J Technology Consulting

Date Founded

2007

Company Location

United States

Company Website

www.jjtechnologyconsulting.com

Company Facts

Organization Name

InvoiceQuick

Date Founded

2015

Company Location

United States

Company Website

invoicequick.com

Categories and Features

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Segmentation
Social Media Integration
Task Management

Categories and Features

Billing and Invoicing

Not specified

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