Agentricks

Agentricks

Advait Software Solutions
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About

Agentricks is designed for business process automation of MPKBY Agents across India. Using Agentricks an Agent can operate monthly and day to day tasks much effortlessly. It not only allows you to create lot from Collection entries you have made, but also you can deposit first then receive from customers. It is so easy and fast to prepare a lot from previous lot with just a few clicks. Agentricks handles all the interactions with the DOP portal that requires so much time and patience. It is packaged with important reports and statistics that are essential to keep track of the money flow during monthly operations. It comes with trial version to evaluate. Agent can then choose an affordable plan. You have to first download Agentricks providing an email that actually exists. Because, you will get the download link delivered to your inbox. Downloading and installing it is just matter of minutes. Once you launch it first time, Click on New User button at bottom of login screen.

About

HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With their business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant. This all-in-one management platform streamlines business processes, from first inquiry to final payment, so business owners can spend less time on administrative work and more time focusing on what got them passionate about their business in the first place. With their proposals, invoices, contracts, payments, and scheduling at your fingertips, HoneyBook gives you everything you need to give clients an unforgettable experience.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

DOP Agents (MPKBY) in India seeking a solution to manage their operations

Audience

Graphic designers, DJs, photographers, business coaches, web designers, consultants, florists, caterers, videographers, calligraphers, business coaches, health & wellness professionals, and more!

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$19 monthly ($16 annually)
Try our Starter plan for $19/mo, or $16/yr.

Features included in starter plan:

Unlimited clients and projects
Invoices and payments
Proposals and contracts
Calendar
All professional templates
Client portal
Basic reports
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.3 / 5

Reviews/Ratings

Overall 4.6 / 5
ease 4.4 / 5
features 4.5 / 5
design 4.5 / 5
support 4.6 / 5

Pros & Cons from Real Users

Pros

  • For detailed information, please read other reviews. I am totally agree with them. What I find useful in this software is instant WhatsApp notifications with WhatsApp desktop. My customers are happy with the notifications and alerts about amount deposited and account status. I am using this software since more than a year. My customers are referring me to their contacts for post office investments. I am getting a never before growth. Since past three months they provide automatic updates within the software. This is very smoother experience. My Agentricks - Subscription management is very helpful to access the software subscription information and renewing it. You can get ASLAAS card numbers automatically from the portal. This software removes all that burden.
  • - 5 different methods of preparing lists/lots while other software support only 1 or 2 - accurate default fee and rebit calculations - extensive reports and settings - attractive user interface - secure access with username & password - user data on user's system only. - easy ASLAAS-5 management module - automatic short code support - Works on Windows as well as Ubuntu/Any Linux - No system specific licensing, you can easily move software to other systems - Separate collection module - Agent can send the account status to account holders using whatsapp desktop. Brilliant!!!! - Group collection to save time, - Preparing lot from previous e-banking reference no. is a great way to prepare lots - You will be generously notified about the update or any feature update comes.
  • - Easy Getting Started Wizard - Fastest Account Syncing - Easy collection entries by account name - Three ways of lot preparation - From Collection, Direct - Deposit & From prev. Month lot - Prevention of duplicate collection entries - One click upload unlimited lots - One click download lots - One click optimize lot for A4 size printable form - Predictable default fees and rebit calculations - If you help Agents in preparing lots, you can use Agentricks for Business - Lot and cash denomination preparation with currency notes qty suggestions. Not only cash, but also cheque and sb withdrawal details can be added to this report to match the lots' grand total. So helpful!!! - Hassle free password recovery. - Easy backups - Informative MIS reports - Submitted lots can be reverted to make change / modify and again resubmit. - Most affordable plans than similar softwares in market

Cons

  • This software works with DOP Portal for the accounts data. You can not manually create accounts in this. But from data safety and integrity point of view this is actually a plus point. If a measure change on portal, the automation part may stop working. But the developers provide solution for it with just 2-3 days. This is also both Pro and Con.
  • - Fixed screen size of software. It's ok for 1366x768 screens, for larger screens, it feels like some antivirus software. - You need to currently depend on Reports for Collection entries. No Android App yet for Collection. They said its coming... and... I am waiting.
  • Since default fee calculations for RD installments are complex in nature, calculations are correct at 90% of the times. For remaining 10% of times if the predicted default fees mismatches with final downloaded report, you can still manually adjust the default and rebit amounts of the lot to make the thing more accurate.

Pros & Cons from Real Users

Pros

  • HoneyBook is where it’s at. I love HoneyBook for all of its features, including contracts with digital signing options, invoicing, scheduling, workflows, and also knowing where each client is at in the booking process.
  • I love how it helps me manage all my projects in one place. It keeps my clients emails, brochures, invoices, Etc all organized in their project which is all accessible with a client web link too.
  • I like how it's easy to use and very efficient when doing business fast and easy.
  • Seamless experience for the client. Easy to receive payments. I feel more organized as a business owner.
  • I love how everything is in one place and I can easily access information from my phone. I am constantly using the app and the email features, which I love!

Cons

  • I don’t like that you can’t schedule and then automate a project and file. I wish my clients could schedule and then book all at the same time. I would also like to see a sales page option!
  • There could be a few more customization options when it comes to fonts and font color. But they listen to their customer feedback and frequently update features.
  • Sometimes it's stops working and I don't know why.
  • Hard to first learn how to use SmartFiles. They take out a credit card fee, which is understandable.
  • I wish I could customize my files a little more to make them fit my brand.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Advait Software Solutions
Founded: 2017
India
www.advaitss.co.in/products/agentricks

Company Information

HoneyBook
Founded: 2013
United States
www.honeybook.com

Alternatives

Alternatives

Houzz Pro

Houzz Pro

Houzz
Acuity Scheduling

Acuity Scheduling

Squarespace

Categories

Categories

Business Process Management Features

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Appointment Scheduling Features

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management

Billing and Invoicing Features

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

Bookkeeping Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management

Business Management Features

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

CRM Features

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

Contract Management Features

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Florist Features

Automated Card Printing
Customer Account Profiles
Delivery Tracking
Order Management
Production Tracking
Stem Counting

Payment Processing Features

ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture

Photography Studio Features

Appointment Scheduling
Billing & Invoicing
Client Management
Contract Management
Event Management
Marketing Management
Order Management
Project Management
Proposal Management

Project Management Features

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

Proposal Management Features

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
RFP Management
Task Management
Templates
Version Control

Scheduling Features

Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Class Scheduling
Employee Scheduling
Facility Scheduling
Group Scheduling
Interview Scheduling
Meeting Room Booking
Multi-Location
Online Scheduling
Payment Processing
Real-time Scheduling
Reservations
Resource Scheduling
Room Booking Management

Venue Management Features

Attendee Management
Billing & Invoicing
Contract Management
Customer Management
Event Management
Food & Beverage Management
Multi-Facility
Reservations Management
Resource Booking
Sales Management
Staff Management

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Integrations

ActiveCampaign
Asana
Basecamp
ClickUp
Dropbox
FreshBooks
Gmail
Google Calendar
Great Question
Kit
Mailchimp
MeisterTask
QuickBooks Online
Slack
Square POS
Stackreaction
TeamOhana
Teamwork.com
WordPress
Zapier

Integrations

ActiveCampaign
Asana
Basecamp
ClickUp
Dropbox
FreshBooks
Gmail
Google Calendar
Great Question
Kit
Mailchimp
MeisterTask
QuickBooks Online
Slack
Square POS
Stackreaction
TeamOhana
Teamwork.com
WordPress
Zapier
Claim Agentricks and update features and information
Claim Agentricks and update features and information
Claim HoneyBook and update features and information
Claim HoneyBook and update features and information