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Capsule CRM

Capsule CRM
Manage all relationships All relationships, not just customers. Manage contacts, leads, customers, vendors and more. Manage your sales pipeline Track bids, deals, proposals and other opportunities. see where your future income is coming from. Organise your emails

integrates with Xero — OrderHarmony Invoice your customers automatically Take the work out of creating & tracking customer invoices. We'll create an accounts receivable invoice in Xero every time you dispatch a shipment in OrderHarmony. Jump into your Xero invoices (& back) 1 click takes you from your OrderHarmony sales order to your Xero invoice. Jump straight back into OrderHarmony, too. The top 10 customer relationship management services Businesses grow when they maintain healthy relationships with their customers. For your local deli, that might mean a quick chat to go with your pastrami sandwich. But for companies with more complex operations, customer relationship management (CRM) software is often essential. Every CRM solution comes in a different flavor — and at a different price.

Simple invoice reminders for Xero users Accounts Receivables Made Fun Do you love Xero but wish you could do more to streamline the process of chasing up overdue invoices? Reduce your average debtor days without spending hours each week on the phone or crafting individual follow-up emails to your aged debtors. xocashflow allows you to send emails to dozens or hundreds of recipients at once; each containing personalised information such as names, invoice amounts (and amount remaining), due dates and currencies. The system then gathers notes and feedback from your customers, including remittance advice, requests for information of proposed disputes. This is combined with reporting noting the number of emails sent each day and each month and the total value of those invoices (broken down by currency for those using the Xero Large multi-currency feature), to provide you with an at-a-glance Accounts Receivable dashboard.

Business Software, Business Management Software – NetSuite Bookkeeping in the aftermath of Sandy Guest post by Ean Murphy, Moxie Bookkeeping, New York Hurricane Sandy and its aftermath provided a stark reminder of just what a huge role technology plays in our lives – and how helpful it can be in times of crisis. Having grown up in California, where earthquakes happen with no warning, knowing the storm was coming felt like a luxury. I made sure my insurance was up-to-date, I safeguarded important documents and phone numbers (I keep originals in a mini fire/water proof lockbox and copies of docs in Evernote, for example), and made plans to contact and check in with staff post-disaster to make sure everyone was safe. Fortunately, this was a smaller job than it has been in the past because most of my data is now kept in the cloud – which is automatically backed up on a regular basis, storm or no storm.

GRC Contact - Logiciel de GRC - Logiciel de CRM pour les TPE et PME Accounts Payable Learn more about how you can save time, improve control and help the environment with Spendgate's payables management features. Your Payables Always Get to the Right Person Create your a simple workflow that suits your way of working and your invoices will always go to the right person at the right time. Create as many departments and approvers as you need in a way that suits your business. Implement single or multiple layers of approval too. Upload, Code & Review All Invoices Online

Magento inventory, stock, order management integration with OrderHarmony — OrderHarmony Start a Free Trial Reports Online stock control that’s perfect for small businesses Get instant inventory updates as sales & purchases are made.