Free online CRM and invoicing ??

7 replies
Hi Guys,

can anybody help me over here?? I have been looking for free CRM and online invoicing website/system from last couple of days but had no luck. I have been managing all that info. by using excel spreadsheet. Its hard to keep track of everything when you managing manually.

Please let me know if you have any thing.

thanks in advance
Jas
#crm #free #invoicing #online
  • Profile picture of the author kkecrm
    Hello Cooljazz!

    We are coming up with a Free CRM shortly (www.kkecrm.com ). Though the invoicing feature is not there at this moment, but we have "Quotation Management" in the system.

    The CRM software is cloud based and gives you all the advantages of the cloud.

    Please let us know your requirements, so we take those as an input if we have left out on something.

    Regards
    KKE CRM team
    www.kkecrm.com

    KKE Soteco
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  • Profile picture of the author seasoned
    MAN, INCREDIBLE! One of my first projects was working with a COMPLETE accounting package. You could buy any self contained part, and later expand to other parts. For invoicing, for example, you would get COP. It has invoicing(WORTHLESS ON ITS OWN), ORDER ENTRY(WOIO), COMMISSIONS(WOIO), etc...

    LATER, I wrote the course and manual for a commissions package. IT BLEW MY MIND! Commissions? ON WHAT? HOW? It came with an integration package that people(often a consultant like me) would have to use to integrate the commission package with ordering and reporting.

    So how were YOU planning on tying the invoicing into your existing system? How do you have online ordering tied into excel?

    Steve
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    • Profile picture of the author kkecrm
      Originally Posted by seasoned View Post

      MAN, INCREDIBLE! One of my first projects was working with a COMPLETE accounting package. You could buy any self contained part, and later expand to other parts. For invoicing, for example, you would get COP. It has invoicing(WORTHLESS ON ITS OWN), ORDER ENTRY(WOIO), COMMISSIONS(WOIO), etc...

      LATER, I wrote the course and manual for a commissions package. IT BLEW MY MIND! Commissions? ON WHAT? HOW? It came with an integration package that people(often a consultant like me) would have to use to integrate the commission package with ordering and reporting.

      So how were YOU planning on tying the invoicing into your existing system? How do you have online ordering tied into excel?

      Steve
      At this point of time we have Product / Service management. You can add prices for the products. Which is being used in the Quotations along with Local taxation, which the user needs to configure. Once The quote is complete, it is as good as an Invoice, only the name changes and the number needs to be generated.

      I'll post some snap shots soon.

      KKE CRM Team
      KKE CRM - Free Online CRM for Small and Medium Business - KKE Customer Relationship Management
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  • Profile picture of the author john andarson
    Few months ago i also was in the same condition , like working in excel spreadsheets and it's very difficult to maintain the data. I have many CRM earlier for my company but they failed at the time of data manipulation.But then i tried CRM from bpmonline and they done great work with data manipulation and maintaining their analysis report.
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  • What ever CRM you go with make sure you have a plan in case the company is dead next day and what you would do so have a backup plan (unless you are hosting the CRM)
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  • Profile picture of the author sofiasamuel
    Hi coolJazz,
    Apptivo CRM provides online invoicing, Install the starter plan, it's free to use.
    It can give solutions for your business.
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  • Profile picture of the author harryvent
    Many managing software is available in online to meet the customer's needs and accomplish. But choosing which software is adapt to our requirements that are very important. Here I mention some management software, Zoho, Apptivo, Hubspot, amo etc. Comparing this software pricing and integrated app, I think Apptivo aid to manage information. Try free plan then make your decision.
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