Zoho One

Zoho One

Zoho
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About

BlueSnap's All-in-One Accounts Receivable Automation solution, formerly Armatic, is the highest rated software solution for Payment Processing, Billing/Invoicing, Recurring Billing and Subscription Management. Billing and Invoicing: Create beautiful invoices with our powerful invoice editor synced into your accounting system. Provide a customer portal, automatic charging, payment collection, and apply late fees. Recurring Billing & Subscription Management: BlueSnap provides enterprise-class subscription billing management for fast-growing businesses worldwide. Enable trial periods, manage plans, or prorate subscriptions. Payment Processing: BlueSnap is processor agnostic and provides integrations to all types of payment solutions from credit card payments, ACH, SEPA to wires. We handle partial payments, automatic failed payment retry, and automatic payment recovery.

About

Replace your patchwork of cloud applications, legacy tools, and paper-based processes with one operating system for your entire business. Zoho One gives you one integrated system to transform your business' disparate activities into a more connected and agile organization. Increase productivity across your business, deliver better customer experiences, and much more. Collect leads in one place, close deals quickly, create quotes and invoices, sign contracts digitally, get paid, and track every key metric along the way. Close deals, manage contracts and projects, track and bill for time and expenses, and keep on schedule and on budget. Centralize all your customer data, create segments, send targeted campaigns and surveys at the right time, and track performance with executive dashboards.

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

SMB, Mid-market and Enterprise companies automate billing and workflow processes with Armatic.

Audience

Companies that want a complete business management platform

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

$35/user/month
Monthly and yearly billing options. Free 14 day-trial, no credit card required.
Free Version
Free Trial

Pricing

$45.00/month/user
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 4.3 / 5
features 5.0 / 5
design 4.7 / 5
support 5.0 / 5

Reviews/Ratings

Overall 4.8 / 5
ease 4.8 / 5
features 4.8 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • It does so many things, billing, crm, nps, dashboards. One tool for everything, which is so much better than 7 tools for different things.
  • Armatic stands for accounts receivable automatic, and that's pretty much the core value prop. It starts with our Sales Team sending & getting esignatures on our SOWs. From there, Armatic is the billing solution that keeps us on top of all invoices, subscriptions, payments, and renewals. There's a lot of functionality here too, around Customer Lifecycle -- you can run Cadences, SAT Surveys, NPS surveys, etc.
  • Armatic delivers a powerful tool to my organization, solving process problems which once required oversight of many stakeholders. Armatic's ability to automate much of the customer journey allows for improved client satisfaction on top of improved invoice processing, cash flow (DSO).

Cons

  • Honestly, it’s a great tool and they are constantly listening to feedback.
  • There's a ton in the software. I don't like the feeling that I can't get to it all-- but that says more about me than the software. We're using like 1/3 of what the platform is capable of.
  • Armatic is often on the cutting edge of integrations and feature deployment, it can occasionally impact the ease of use. This is a small set back which their support more than makes up for.

Pros & Cons from Real Users

Pros

  • One of the biggest advantages of Zoho One is the sheer breadth of applications included under a single subscription. Having access to CRM, Books, Projects, Desk, Marketing Automation, Cliq, People, Sign and many other integrated apps allows businesses to reduce reliance on multiple third-party platforms and subscriptions. The native integrations between apps are a major benefit and help create efficient workflows across sales, marketing, finance, support and operations.
  • Zoho One prioritizes sales management from a single platform, promoting the entire commercial area through different tools: We can focus on our business funnel directly, paying attention to every detail. Marketing automation is perfect for avoiding manual work and making the entire process much faster, speeding up various activities in a totally efficient way. With the CRM system we have been able to promote business growth, connecting much more closely with each person involved with our services, with which we directly take part in how our clients interact with our product and we deal with it by promoting a better relationship with each one. from them. We can manage the entire productive area from Zoho One, reviewing the sales books, inventories, suppliers, payments and invoicing, viewing different receipts and commercial exchanges in a single line without having to search on different platforms, because everything will be organized there, it provides in addition, excellent tools to work everything directly from the platform, encompassing different actions in a single one, which undoubtedly contributes to our workflow. In addition to this, we wanted a platform that would help us with the management and organization of our work team, this platform has been the main reason that we have managed to get our team to work in a coordinated manner, having an optimal workspace adjusted to our needs. labor requirements. Overall, it is an easy tool to handle, its options are the necessary ones, and the interface is quite solid, together with this, the reports are complete and offer exactly what we need to see, specifying each point through dynamic diagrams. Another important point is the export of data, we automate the sending of weekly reports to our emails and in this way, we have obtained a complete study of all the work that we constantly carry out on the platform.
  • Zoho One provides high value for any business at an affordable price. It provides a decent alternative to each of Google and Microsoft's office productivity products. The great privacy features and customer service improve upon an already impressive suite.
  • Set of 40+ powerful Zoho apps Great data privacy - No tracking Supports Mobile apps Affordable pricing Great support 30 day free trial
  • Zoho One is a bundled form of all Zoho services. All services of Zoho are integrated with each other. It gives all in one solution for business needs. Customer Support gives very quick response.

Cons

  • That said, Zoho One does come with a learning curve. Because there are so many applications and configuration options, implementation and optimisation can take time, especially for businesses without internal technical knowledge or an experienced Zoho partner. Some apps feel more polished and mature than others, and certain advanced integrations or automations may require custom development or Zoho Creator to achieve the desired outcome.
  • I wish I could have better and bigger integrations to share my business development reports, this way I could store them in a much safer place instead of having them emailed and then to another platform. Since the time I've been using Zoho this has been the best update, and with the passing of the updates the support team has improved their customer service a lot more. The price packages are very well encompassed, but they could have new and better prices that allow offering variety to new companies, and they can access this platform that does everything and in everything. It would be ideal to be able to access Zoho without an internet connection, an idea that has arisen is the need to advance work in budget loads or organization of work in a non-online way, but it does not give this option, it would be ideal to be able to do it and then Charge when you have internet connection. This function would give us room and space to take much more advantage of our work time outside the office and advance pending issues on the platform. Although Zoho offers this new interface with a new and detailed look at all the CRM marketing and management functions, it can become too complex to manage the tasks to be done, without a doubt it is what we needed, to converge all the dynamics in one, but it could adjust to a lighter experience, with this platform the work is not very fluid and quite dense, we have to take a lot of time to dedicate to the platform and that everything goes as we wish, it takes time to adapt to how abrasive it can be to handle so many things in one but I think that so far we have been achieving very well.
  • We cannot ask any more from Zoho at this point. Even though a few apps are not at par with the top most competition Zoho One is a respectable office suite with plenty of great apps.
  • It's an entirely new ecosystem and for new users it may take for transition from G Suite or Office 365.
  • Many tools are of no use for me but I need to pay because of the bundle limitation.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BlueSnap
Founded: 2002
United States
home.bluesnap.com/accounts-receivable-automation/

Company Information

Zoho
Founded: 1996
India
www.zoho.com/one/

Alternatives

Alternatives

BlueCamroo

BlueCamroo

BlueCamroo Inc.
Stax

Stax

Stax Payments
Accountri

Accountri

Dividant Business Solutions
Conga CPQ

Conga CPQ

Conga

Categories

Categories

Accounts Payable Features

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management

Accounts Receivable Features

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

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

Billing and Provisioning Features

Billing & Invoicing
Carrier Access Billing
Contract Management
Customer Accounts
Customizable Billing
Flexible Rate Tables
Internet
Order Management
Post-Paid Systems
Pre-Paid Systems
Provisioning
Rating
Self Service Portal
Service Order System
VoIP

CPQ Features

2D Drawing
3D Modeling
Approval Workflow
eCommerce
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal

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

Purchasing Features

Catalog Management
Compliance Management
Contract Management
Inventory Management
Invoice Processing
PunchOut
Purchase Order Management
Requisitions & Approvals
Sourcing Management
Spend Management
Supplier Management

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Recurring Billing Features

Customer Portal
Deferred Billing
Discount Management
Dunning Management
Invoice History
Multi-Currency
Multi-Period Recurring Billing
Payment Processing
Recurring Donations
Subscription Billing

Subscription Management Features

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

Vendor Management Features

Audit Management
Contact Management
Customer Database
Self Service Portal
Supplier Master Data
Transaction History
Vendor Maintained Profiles
Vendor Managed Inventory
Vendor Performance Rating
Vendor Qualification Tracking

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

Integrations

Google Workspace
Salesforce
Adobe Marketo Engage
AppHelp
BigCommerce
Chargebee
ChartMogul
DaySchool
Drupal
IBM Targetprocess
Jira
Jotform
JustCall
Lucidchart
MangoApps
Opsgenie
Periscope S2G
Pipedrive
Quick License Manager (QLM)
Zapier

Integrations

Google Workspace
Salesforce
Adobe Marketo Engage
AppHelp
BigCommerce
Chargebee
ChartMogul
DaySchool
Drupal
IBM Targetprocess
Jira
Jotform
JustCall
Lucidchart
MangoApps
Opsgenie
Periscope S2G
Pipedrive
Quick License Manager (QLM)
Zapier
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