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What is Sofacto?

Sofacto is your dependable ally for daily billing tasks. With just a few clicks, you can manage everything related to billing, from modifying documents to efficiently tracking payments in a hassle-free manner. Built entirely on the Salesforce platform, Sofacto leverages the extensive security, performance, and features provided by this leading Cloud CRM provider. The platform offers a holistic and enhanced CRM experience that empowers you to unlock strategic insights through a complete 360° perspective on your customer relationships. By simplifying your daily operations, such as invoice creation and payment follow-ups, Sofacto becomes an essential part of your workflow. Your dashboards provide real-time updates, allowing you to consistently make well-informed decisions. Through the automation of billing management tasks, Sofacto enables you to reclaim precious time. Utilizing Salesforce.com's Cloud technology allows for seamless collaboration, free from constraints of time or geography. Furthermore, this cutting-edge platform guarantees that you retain agility and adaptability in a swiftly evolving business environment, ensuring you are always ready to meet new challenges head-on. With Sofacto, you can focus more on growing your business while it takes care of your billing needs.

What is OOTI?

The invoicing module automatically generates invoices as your production progresses, helping to mitigate payment delays by providing alerts for any overdue invoices. This functionality is complemented by OOTI's financial analytics, allowing real-time monitoring of budgets, expenses, and profitability. Furthermore, the automated financial projections derived from your projects enable you to identify trends and make strategic decisions. The integrated project and resource management system presents a detailed view of your company's scheduling and project timelines, along with in-depth assessments of time dedicated to each endeavor. Tailored to meet the specific needs of your industry, this comprehensive solution facilitates seamless management of vital components such as opportunities, projects, resources, invoicing, and finances. You will benefit from extensive financial analysis and forecasting, which will inform your decision-making for the future of your business. By streamlining the invoicing process, you not only guarantee compliance and efficiency but also ensure that invoices align with project milestones. This optimized method not only conserves time but also significantly boosts overall operational efficiency, allowing you to focus on growth and innovation. As a result, you can confidently steer your business towards success while keeping everything organized and on track.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$25 per user per month
Free Trial Offered?

Pricing Information

$14 per user per month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Sofacto

Date Founded

2015

Company Location

France

Company Website

www.sofacto.com

Company Facts

Organization Name

OOTI

Date Founded

2018

Company Location

France

Company Website

www.ooti.co

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Invoice History
Multi-Currency
Online Invoicing
Payment Processing
Project Billing
Recurring/Subscription Billing
Tax Calculator

Categories and Features

Architecture

Contact Management
Contract Management
Project Management
Quotes/Proposals

Billing and Invoicing

Contact Database
Customizable Invoices
Hourly Billing
Multi-Currency
Online Invoicing
Project Billing
Tax Calculator

Invoice Generators

Not specified

Project Management

Agile Methodologies
Budget Management
Client Portal
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

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