+
+

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

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.

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

Companies and enterprises in need of a cloud management software solution to create invoices

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

myfoglio
Switzerland
www.myfoglio.com

Alternatives

BlinQ

BlinQ

BlinQ Software

Alternatives

Qui Fattura

Qui Fattura

Buffetti
eConnect

eConnect

eVerbinding
Easy CRM

Easy CRM

Shoppias
FinKoper

FinKoper

Alfa Solution spol. s.r.o.

Categories

CRM

Categories

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

Integrations

No info available.

Integrations

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