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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 SAASTEPS?

Salesforce offers its customers enhanced optimization features through fully Native and Lightning-managed packages that are straightforward to implement and utilize immediately. By engaging closely with our clients, we facilitate smart decisions in software and processes that drive revenue enhancement. Establishing open lines of communication is key to fostering robust relationships, and this foundation is where our journey begins and evolves. Users can seamlessly integrate with existing solutions through a pre-configured connector; all it takes is entering your login details to establish a connection. With just one click, users can manage pro-rate adjustments and co-terms effortlessly. Additionally, teams can work together effectively to handle the sales of upcoming renewals. The platform ensures competitive pricing and profitability while delivering an excellent user experience that is quick, precise, and user-friendly. Moreover, Salesforce empowers businesses to process payments from anywhere across the globe, enhancing operational flexibility and customer reach. This comprehensive approach solidifies Salesforce's commitment to enabling growth and success for its clients.

Media

Media

Integrations Supported

Authorize.Net
Avalara
Cybersource
QuickBooks Online
Sage Intacct
Salesforce

Integrations Supported

Authorize.Net
Avalara
Cybersource
QuickBooks Online
Sage Intacct
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

$25 per user per month
Free Trial Offered?
Free Version

Pricing Information

$35 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

Sofacto

Date Founded

2015

Company Location

France

Company Website

www.sofacto.com

Company Facts

Organization Name

SAASTEPS

Date Founded

2017

Company Location

United States

Company Website

www.saasteps.com

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

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

eCommerce

CRM
Catalog Management
Channel Management
Customer Accounts
Data Security
Email Marketing
Inventory Management
Kitting
Loyalty Program
Mobile Access
Multi-Store Management
Order Management
Product Configurator
Promotions Management
Returns Management
Reviews Management
SEO Management
Shopping Cart
Templates

Order Management

Back Order Management
Catalog Management
Inventory Management
Order Entry
Order Fulfillment
Order Tracking
Recurring Orders
Returns Management
Shipping Management
Special Order Management

Revenue Management

Competitor Analysis
Dynamic Pricing
For Airlines
For Hospitality Industry
Forecasting
Inventory Control
Price Optimization
Recommendation Engine
Yield Management

Subscription Management

Cancellation Management
Discount / Coupon Management
Dunning Management
Enrollment Management
Product Catalog
Recurring Billing
Revenue Recognition
Revenue Recovery Tools
Self Service Portal
Subscription Plan Management
Tax Management
Trial Management
Usage Tracking/Analytics

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