Top 3 Client Management Products in PROPOSAL SOFTWARE

1

Onigiri

• Stay on top of your payments - uickly see which invoices are paid, overdue, or sent for payment. Stay organized and take control of your invoicing process with clear status indicators. Start tracking now and ensure timely payments!
• Track your income - Effortlessly monitor your financial transactions and income. Get a clear view of earnings, pending payments, and overdue invoices. Streamline your financial management for better income tracking.
• Get paid easily - Send your invoice in a seconds: via email to several recipients, share as a link or a downloadable PDF.
• Create invoices in a breeze - Easily take the hassle out of invoicing with our swift invoice maker. Produce professional invoices in seconds using item templates. Select clients from your saved contacts, set tax rates, and include discounts effortlessly.
• Easy payment acceptance - Enable effortless payments through bank transfers or via Stripe integration. Simplify billing and enhance convenience, allowing customers to pay their way, smoothly.

#CRM #Proposal Management #Small Business

LeadExec

• User-Friendly Interface - LeadExec provides an intuitive and easy-to-use interface, making it simple for users to navigate and manage leads efficiently.
• Ping/Post and Ping Tree Routing - Support ping/post and ping tree lead routing workflows to maximize lead monetization and buyer matching.
• Buyer Management and Filtering - Manage buyers, delivery rules, filters, suppression logic, and lead preferences from one centralized platform.
• API-Based Lead Delivery - Deliver leads instantly using APIs, webhooks, HTTP post, and custom integration workflows.
• Automated Lead Monetization - Automate lead sales, buyer delivery, pricing workflows, and lead monetization from a centralized system.

#CRM #Sales #Lead Generation Featured

2

FileCurrent

• Zero Payment Fees - FileCurrent never takes a cut of your payments. Clients pay you directly and you keep 100% of every invoice.
• E-Contracts with E-Signature - Legally binding e-signatures compliant with the ESIGN Act. Full audit trail on every signed contract.
• Profession-Specific Contract Templates - 7 lawyer-style templates for photographers, web developers, designers, consultants, copywriters, marketers, and general freelancers.
• Automated Payment Reminders - Escalating follow-up reminders on your schedule with no daily cap. Auto-stop the moment the client pays.
• Milestone Billing - Split invoices into milestones with 50/50 and 30/30/40 presets. Collect deposits upfront automatically.

#Electronic Signature #Contract Management #Billing & Invoicing

3

Client Octopus

• Invoices - Unlimited
• E-Signatures - Yes - included on all plans
• Free plan
• Pricing - From $9.99/month
• Proposals - Unlimited

#Proposals #Client Portal #Client Management

Kechie

• Cloud-Based Solution - Kechie is a fully cloud-based solution, which offers scalability and accessibility from anywhere with an internet connection.
• Integrated Modules - It provides integrated modules like inventory, manufacturing, finance, CRM, and purchasing, which simplifies the management of various business operations in one platform.
• User-Friendly Interface - Kechie is designed with a user-friendly interface that is easy to navigate, even for non-technical users.
• Customizable - The platform offers a high degree of customization, allowing businesses to tailor the software to fit their specific needs.
• Real-Time Data - Kechie offers real-time data tracking and analytics, helping businesses make informed decisions quickly.

#ERP #CRM #Inventory Management Featured