Related Products
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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.
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About
Create invoices, electronic invoices, notes, proformas, estimates, expense registration all in the cloud, without the need to install anything and in complete safety for your data. Create your first invoice in under a minute. Save time, organize your invoices and documents in one place. Log in directly to the Internet with your username and password. No need to install anything on your computer and access available wherever you are. Create an invoice in seconds thanks to the automatic filling and the exclusive “smart assistant” function. Monitor your customers' payments. With automatic reminders, issuing a recurring invoice is super easy. With the automatic recall of expired documents, you can speed up the management of receipts. myfoglio manages the electronic invoice to the public administration and between private individuals (B2B and B2C). The digital signature service, direct transmission and replacement archiving in accordance with the law is also available in myfoglio.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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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
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Audience
Companies and enterprises in need of a cloud management software solution to create invoices
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
Free
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCRMit
Founded: 2016
United States
crmit.app/
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Company Informationmyfoglio
Switzerland
www.myfoglio.com
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Categories |
Categories |
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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
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Integrations
No info available.
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Integrations
No info available.
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