Software for Billing, Client, and Sales Rep Management

by 7 replies
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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!
#offline marketing #billing #client #management #rep #sales #software
  • 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.
  • WHMCS is for hosting companies.
    • [1] reply
    • 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.
  • Thanks I'll definitely check those solutions out. Is there anything else you guys recommend I take a look at?
    • [1] reply
    • 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
      • [1] reply
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  • 8

    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!