+
+

Related Products

  • Zoho Projects
    1,820 Ratings
    Visit Website
  • Contractor Foreman
    1,259 Ratings
    Visit Website
  • Pipedrive
    9,703 Ratings
    Visit Website
  • CallTools
    494 Ratings
    Visit Website
  • Pocomos
    45 Ratings
    Visit Website
  • P3Source
    16 Ratings
    Visit Website
  • Pipeliner CRM
    748 Ratings
    Visit Website
  • Regpack
    386 Ratings
    Visit Website
  • Incredable
    9 Ratings
    Visit Website
  • Portfolio Manager
    3 Ratings
    Visit Website

About

CRMit is a simple, all-in-one business management and CRM platform built to streamline core small business operations from customer relationship management and task organization to invoicing and time tracking within a single system. It centralizes customer data in a 360-degree view so users can effortlessly manage contacts, track purchase and supplier information, and maintain detailed job and task records with linked time entries. It lets you quickly create professional invoices, proforma invoices, and quotations, supports contract management with recurring billing, and helps monitor sales opportunities through an intuitive pipeline. Jobs and tasks can be logged, prioritized, and assigned to staff, with features for notes, attachments, and real-time status updates. CRMit also offers customizable dashboards, staff management tools including GPS tracking and leave calendars, and detailed product catalog management.

About

Offeris is the online information system for easy creating and managing Business proposals, Sales Orders, Purchase Orders, Invoices, Warehousing and other business documents. Calculation of profit based on a number of parameters. Simple to generate an order or an invoice. Choice from different template designs for PDF output. Tracking issued items and order status. Quick creation of purchase orders for suppliers to items that are not in stock. Track dates for required delivery and delivery confirmation. Received and issued invoices. Creation of proforma invoices with the possibility of creating a tax receipt for the received payment. Collection invoices from delivery notes. Tracking issued items and order status. Quick creation of purchase orders for suppliers to items that are not in stock. Track dates for required delivery and delivery confirmation.

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

Small business owners, professionals, sole traders, and small teams who want an all-in-one platform to manage customers, jobs, invoicing, time tracking, tasks, and sales workflows in one central system

Audience

Businesses searching for an online information system for easy creating and managing Business proposals

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

Free
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CRMit
Founded: 2016
United States
crmit.app/

Company Information

Offeris
Founded: 2008
Slovakia
www.offeris.com

Alternatives

BlinQ

BlinQ

BlinQ Software

Alternatives

TESI SCM

TESI SCM

TESISQUARE
Easy CRM

Easy CRM

Shoppias
FinKoper

FinKoper

Alfa Solution spol. s.r.o.

Categories

CRM

Categories

Quoting Features

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

Integrations

No info available.

Integrations

No info available.
Claim CRMit and update features and information
Claim CRMit and update features and information
Claim Offeris and update features and information
Claim Offeris and update features and information