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Software for Billing, Client, and Sales Rep Management

by Dan B Rusu
7 replies
What software are you guys using for billing, client and sales rep management? We're considering using WHMCS - The Complete Client Management, Billing & Support Solution, but the only sales rep management option they have is an affiliate setup, and we need something a bit more flexible.

Thanks!
#billing #client #management #rep #sales #software
  • Profile picture of the author Headfirst
    I used to use Curdbee and still think it is a great option for small shops, but recently I switched to Zoho.

    I'm really impressed with it. I use a combination of Zoho CRM and Zoho Invoice to manage A/R A/P and my sales team. I can coordinate 16 sales reps without a problem.

    It may be overkill for what you are doing, but I like it.
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  • Profile picture of the author Headfirst
    Originally Posted by Daniel7rusu View Post

    What software are you guys using for billing, client and sales rep management? We're considering using WHMCS - The Complete Client Management, Billing & Support Solution, but the only sales rep management option they have is an affiliate setup, and we need something a bit more flexible.

    Thanks!
    WHMCS is for hosting companies.
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    • Profile picture of the author ctadvert
      Hi i use SAGE accounts this is one of the best invoice and billing software i've ever encountered albeit i have'nt encountered alot i believe they currently offer a trial its defo worth trying out i'm sure you will be happy with it.
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      OK, so I did it, I finally got over myself.

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  • Profile picture of the author Dan B Rusu
    Thanks I'll definitely check those solutions out. Is there anything else you guys recommend I take a look at?
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    • Profile picture of the author jimbo13
      Sage are very good. There is nothing they can't put together for you.

      Not sure how well represented they are in the US though as I see you are in Seattle.

      Seems a slightly different product line.

      Give them a call and they will advise.

      Dan
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      • Profile picture of the author BaySocial
        Why not just use QuickBooks, which then makes it easy for your accountant? Although I have not used it yet to pay a sales rep, which I want to eventually do.
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        • Profile picture of the author Morphius
          Originally Posted by termn8er View Post

          Why not just use QuickBooks, which then makes it easy for your accountant? Although I have not used it yet to pay a sales rep, which I want to eventually do.

          I use Quickbooks, it is awful.
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