Audience
Organizations searching for an CRM solution that helps with quotations, invoices and payments
About CiuisCRM
Manage your business from Customer management, Quotations, Invoices and Payments, and much more. From customization to automation of your invoices and accounting, scale up your business. With recurring invoices, expense entries and other income entries, automate your workflow with just a click. Customized reports and dashboards that offer real-time data updates. Compare sales across months and create priorities based on consistent data. Customizes the data views depending on their roles in the organization. Create and send quotes or proposals to customers.
Other Popular Alternatives & Related Software
CRMit
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.
Learn more
BlinQ
BlinQ Software is a perfect tool for creating on-site accurate quotations for window furnishing. Create your quote in few minutes not in few hours. Leads & CustomersAttract, Retain and Manage More Customers & Leads. Grow your company into a customer-focused organization. Manage leads. Manage customers. Manage job locations. Search leads, customers & job locations. Staff & Appointments. Schedule appointments directly into Google Calendars and assign a preferred staff for the job. Manage unlimited staff. Manage unlimited calendars. Track by lead created. Assign a job for staff. Quotes & JobsDo better quotes, send your quotes instantly and give your customers the flexibility to click and accept your quote. Create quote on site. Email quote to customer. Quote status - Pending or Approved. Convert confirmed quotes into jobs. Invoices & Payments. Suppliers & PO's.
Learn more
BuildOps
Are you a commercial contractor in the HVAC / Mechanical, Refrigeration, Electrical, or Plumbing industry?
Get the #1 all-in-one Field Service Management Software for commercial MEP contractors. Streamline your dispatch, quoting/invoicing, service, projects, and reports.
- All your metrics can be reported from one place
- Monitor field tech success, identify trends, and make data-backed decisions
- Attach photos, videos and PDFs easily to invoices and quotes.
- From service to projects and everything in between
Automate the flow of work orders and customer data, as well as invoices, from the office to the field and back again. Your office staff can see the status of each technician, their skill set, availability, and more with BuildOps. This makes planning, from emergency service to months ahead, as simple as "drag-and-drop".
BuildOps boosts your revenue, maximizes profits, and improves communication between field and back-office.
Learn more
Karlia
Complete CRM software for customer monitoring, invoicing, accounting and projects. Need to save time and automate? Karlia: a software, adapted to all your needs, powerful functionalities but very simple. All-in-one CRM software, invoices, automated accounting, time and projects. CRM - Gain visibility on your pipelines. Manage your prospect and customer business cycles. Create custom fields. Add views to the directory. Edit quotes and invoices in one click. Create quotes in your opportunities. Turn them into invoices. Purchase order, delivery note and stock. Simplify your expense and supplier management. Add expenses with your receipts. Create recurring purchases. Manage your outstanding suppliers. Automate your accounting. Connect your bank accounts. Do the automatic bank reconciliation. Easily export accounting entries. Connect with your customers. Communicate with your customers. Share business documents. Have your proofs validated.
Learn more
Pricing
Starting Price:
$45 per month
Integrations
No integrations listed.
Company Information
CiuisCRM
ciuiscrm.com
Videos and Screen Captures
Other Useful Business Software
Save Up to 91% on Cloud Compute With Spot VMs
Run batch jobs at 60-91% off with Spot VMs. Long-running workloads get automatic discounts with sustained use.
Product Details
Platforms Supported
Cloud
Training
Documentation
Support
Online
