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Zoho Books

Zoho Books is a solid, cloud based accounting platform that includes numerous tools, templates and features for all aspects of running a business, from creating clients and sending invoices, through to accepting payments and tracking expenses. Zoho Books has been designed specifically with freelancers and SMB’s in mind. It is a great choice for those who need an affordable, customizable solution for their accounting needs without compromising on features and capabilities. Create Invoices Automated invoice creation with easy-to-use custom branded templates is a great feature of Zoho Books. Variables such as tax and percentage discounts can be applied to the invoice, as well as custom data. With the use of Price Lists, you can input up to date information regarding current pricing for both internal and external users. As soon as invoices have been finalised, they can be emailed or printed for postage. Integrations Zoho Books app integration with 3rd party payment gateways such as Stripe, PayPal, PayPal Payflow Pro, Braintree, Authorize.net, and 2Checkout are all superb and work seamlessly, as do Zoho’s native apps such as Zoho CRM, Zoho Sheet, and Zoho Projects. Inventory The inventory module of Zoho Books includes invoices, price books, products, quotes, sales orders, vendors, and purchase orders. The ability to input and track purchase orders and sales orders is as simple as populating fields with data. The related accounts will then be updated accordingly. Pricing Zoho Books uses a subscription pricing model, with a free 14 day trial available (no credit card required). The service is available in 3 plans: Basic, Standard and Professional. The Basic plan is charged at $9 per organization, per month and for this you get features such as Invoices, Expenses, Time Tracking, Banking, 50 Contacts, 1 User and 1 Account, Multi-Currency and 5 Workflow Rules. Next up is the Standard plan, which is charged at $19 per organization, per month. For this you get the Basic Plan plus Bills, Vendor Credits, Recurring transactions, 500 Contacts, 2 Users and 1 Account, Custom Roles and 10 Rules per module. The Professional plan is charged at $29 per organization, per month. This comes equipped with all the features of the Standard plan, plus Purchase Orders, Sales Orders, Inventory, Unlimited Contacts, and Unlimited Users. With this plan you also have access to Zoho Inventory Basic Edition free. Bottom Line Zoho Books is best suited to Freelancers and SMB’s. It does have some really neat features, such as the ability to create and send trackable invoices. You can also track the status of bills, create estimates for new work, and track expenses and attach receipts. Overall, Zoho Books is a solid platform to work from. It has some useful tools, good task automation and you can gain increased functionality with several integrated apps.

HouseCall Pro

HouseCall Pro is a field service management platform that covers job management, quotes/estimates, scheduling, dispatching, billing and invoicing, payment processing, customer management, electronic signature capture, and service history tracking. HouseCall Pro has been designed specifically for service contractors and professionals. It can be accessed and managed from anywhere; a web portal, in the office or from a smartphone out in the field. It’s an end-to-end automation platform, which covers the entire workflow; from job scheduling to dispatch, CRM to quotes and payment processing It comes packed with time saving, efficient features including contractor profiles, customer database, messaging, GPS tracking, live maps, mobile payment, automated invoicing, postcard marketing, Google Calendar integration, and email re-marketing. The service also integrates seamlessly with HouseCall, the free customer booking app. Customer Management A productive feature of HouseCall Pro is the Customer Management database. All customer records, jobs, invoices, and communications are stored in the cloud. This makes customer management a straightforward affair. All customer information regarding job tracking and histories are kept in an organized environment. Invoicing and Payment Processing A really useful feature of HouseCall Pro is the ability to invoice on the fly and receive payments in a variety of different ways. As soon as a job is marked as complete, HouseCall Pro allows the user to send automated email invoices immediately from a mobile device. The customer is then able to pay with a credit card online or they can send payment via other supported methods, such as with cash or via a bank transfer. HouseCall Pro processes payments at a flat rate of 2.69% + $0.30 whilst on site. All the user has to do is key in or scan the customer’s debit/credit card and then capture their e-signature. Because HouseCall Pro integrates with QuickBooks Online, the whole accounting process is simplified as well. Scheduling and Dispatch Managing schedules and dispatching contractors can be a tricky affair. With HouseCall Pro, as soon as a customer books a job order with your business via the HouseCall app, you are notified immediately. The booking app gives the customer various ways to provide key information regarding the job that needs undertaking. With it, they can send photos of the job site and provide written information on the requirements of the job. This is great for accurate estimation pricing. All jobs are stored in Google Calendar, which can be checked anytime via HouseCall Pro for daily, weekly, or monthly schedules. Jobs can be assigned to any available technicians in only a matter of a few clicks. All the information regarding the job is then sent to them. If there are any last-minute changes, these are pushed to their device in real time. Integrations HouseCall Pro has seamless integrations with popular accounting service, QuickBooks Online, and with Google Calendar. Pricing HouseCall Pro operates a subscription pricing model and has four plans; Free, Start, Grow, and Manage, starting at $0 per month, rising to $179 per month. The Grow and Manage plans have an additional one-time setup fee of $99. All plans include products and services, such as apps for iOS and Android devices, web services, real-time dispatching, QuickBooks Online and Google Calendar integration, GPS vehicle tracking, and a customer booking app as well. The Free plans is suited to one user and covers all the baseline features. The Start plan is priced at $35 per month for one user. Along with the baseline features, this plan comes with PostCard and Email marketing and Live chat support. Next up is the Grow plan, which is priced at $71 per month for ten users. You also get Company chat in-app, and QuickBooks Online integration (HouseCall Pro is also working on a custom SMS service). Finally the Manage plan is priced at $179 per month and is for an unlimited number of users. For this you get customizable reports, and Employee GPS map tracking (HouseCall Pro is also working on a Web booking widget). Bottom Line HouseCall Pro is a solid solution for business of all sizes, but particularly for those looking for a more comprehensive field service management tool, which covers everything, from scheduling and dispatching, though to GPS tracking, and invoicing and payment processing. With additional features for marketing, including customized cards, and mobile app integration for iOS and Android devices, HouseCall Pro is a quality solution that covers all the bases.

DocuSign

DocuSign is the ubiquitous e-signature solution, which gives you and your customers the ability to easily sign a full range of documents and forms online, without the need for further training or software to install. As the trusted leader in e-signature management solutions, DocuSign simplifies your existing workflow, making online signing an easy affair, whether that be on one page documents or on multi-party, multi-step transactions. Smart Envelopes A key aspect of DocuSign is Smart Envelopes. Smart Envelopes help you control document visibility and authentication workflow. Bulk Send A great feature of DocuSign is Bulk Send. With Bulk Send you can send forms to hundreds of recipients simultaneously. This secure, enterprise-class service ensures a completely reliable and tamper-proof signing process. Integrations DocuSign integrates with the following apps and services: DocuSign for SFDC, and DocuSign for Box.net. DocuSign also has an API available for use and supports Android OS powered devices, Mac OS, Windows OS, and Web-based services. DocuSign’s PowerForms and Connect API ensure easy, seamless integration with your existing system for total information exchange. ESIGN compliance also means eSignatures that are obtained via DocuSign are legally binding and court admissible. Pricing DocuSign uses a freemium, open-source, subscription pricing model, with plans starting from $10.00 per user, per month for DocuSign Individual. For this price you get 1 seat, and 5 sends per month, and basic features of the service. Next up, is DocuSign Pro. This is priced at $20 per user, per month, and you get up to 10 seats, unlimited sends, and some additional features. DocuSign Business is priced at $30 per user, per month, and for this you get up to 10 seats, unlimited sends, and some advanced features. DocuSign Business Premium is priced at $125 per user, per month for up to 10 seats, unlimited sends, and DocuSign’s power features. DocuSign Enterprise is custom priced (for tailored pricing contact DocuSign directly). Bottom Line DocuSign is fast, easy to use and comprehensive. As the trusted global leader in electronic signature management, DocuSign accelerates business transactions throughout your organization with electronic signatures that work how you need them to, without the time or expense of training , which is required with standard document management. Overall, with DocuSign you can access a range of high quality, secure features including DocuSign Advanced Envelopes, which feature in-person signing, signer attachments, recipient document visibility and optional multi-factor authentication. DocuSign also uses universal document formats, ‘Sign Here’ tabs and automated reminders that all deliver a consistent user experience for everyone. DocuSign provides a solid e-signature transaction management service including authentication, electronic forms, integration, and collaboration to automate any type of transaction your business uses.

Workflow Max

WorkflowMax is a project management solution that has been designed to take care of all your business management needs, including project tracking, timesheets, reporting, invoicing, job monitoring, and all other aspects of project management. As WorkFlowMax has been acquired by Xero, is has a seamless integration with Xero’s business software and systems, such as Xero Accounting software. WorkflowMax has a powerful set of project management tools, which works well with companies from across various industries. It allows you to produce complex quotes and invoices in a matter of minutes and then deliver them electronically to your clients. WorkflowMax harnesses the power of the cloud, so you can be anywhere and still be able to manage your business. WorkflowMax has quality integration with more than 25 other systems, including Xero accounting; meaning all invoices created in WorkflowMax are seamlessly pushed into Xero. Lead Manager WorkflowMax gives managers a great way to track leads, proposals, and sales from an integrated pipeline. It uses a Sales Pipeline Management Dashboard that lets you view current leads either by category or by staff. The levels of data that can be gleaned from this tool shouldn’t be underestimated. With insightful tools like these, WorkflowMax lets you see exactly which employees are bringing the most new business into your company. Managers are able to track how well their sales teams are performing, and via integrated email conversations, they can also have a clearer insight into which leads are turning into sales. Generating Quotes WorkflowMax has superior quoting tools that are customizable and have been designed to be formatted how you see fit. The templates can be customized to include your logo and the markup percentages can be altered to let you have better control. The quote can be populated with the lead’s details and designed using WorkflowMax’s tools. This information will then serve as a template for generating additional quotes in the future. If the quote is successful WorkflowMax can transform the data into a job, which can be time tracked. Xero Integration Xero and WorkflowMax work seamlessly together. By creating sales invoices in WorkflowMax, you can easily push the data across to Xero. As the integration between the two is flawless, any payments in Xero are automatically synced with the corresponding invoice in WorkflowMax. This gives you a more accurate view of job productivity. Another really cool feature of WorkflowMax is the ability to send purchase orders and receipt supplier invoices. These are then accordingly pushed to Xero for payment. Because data transfers between the two systems automatically, it eliminates any double-handling, and will enable you to get an accurate view of your business from either WorkflowMax or Xero. Pricing WorkflowMax uses a subscription pricing model with rates starting from $15.00/month for 1 User, with a Free Trial Available (No Credit Card required). For 5 Users the price point increases to US$49/month. For 10 Users US$99/month, and for 20 Users US$149/month. If your company required an unlimited number of users the price hits US$199/month. If you also require the Lead Manager (CRM) module, then you are looking at adding $15 extra per month on top of your rate. All plans come with numerous features including a Client Manager, Quoting/Estimating, Time Sheets, Xero Integration, Document Management, Job Management, Job Costing, Invoicing and Reporting. Bottom Line WorkflowMax is a solid, compact package; meaning you do not need to launch applications from multiple systems, thereby ensuring that you work faster, effectively, and efficiently. As a SaaS product, you can access WorkflowMax and all the data stored within it, easily, anytime and from anywhere. WorkflowMax’s real time data means you have utmost transparency and visibility. It is a powerful, fast, and accurate reporting tools, which means you can instantly gather reliable data, analyze it, and make intelligent plans of action.

Microsoft 365

Microsoft 365 is Microsoft’s cloud collaboration suite (formerly known as Office 365), which provides a secure space to store, edit and share files and documents. It has a vast array of tools that can help to connect dispersed teams using shared calendars, messaging and conferencing tools. The business class email provides 50 GB of storage per user, and is able to send messages up to 25 MB in size. This is great for sending images and applying custom formatting. With Microsoft 365 you can customize inbox rules and notifications, and update your calendar and to-do list, in order to help you prioritize your tasks. The online chat and instant messaging tools let you communicate with colleagues more effectively along with one-to-one, or one-to-many voice and video calling. Some great features of Microsoft 365 are the collaboration and knowledge sharing tools for both internal and external purposes. Documents can be accessed and viewed by clients, and you can also create project-specific mailboxes and websites that can be tailored for specific teams, complete with automatic policies. Instant Messaging With Microsoft 365 you can use your computer for video calls and are able to conduct online meetings or connect with your co-workers via instant messaging. File Sharing The ability to share your work with others, and be able to collaborate together, is a must-have feature of today’s modern office. Microsoft 365 lets you store and organize your most important documents easily, with 10GB of overall storage to work with, you'll never run out of space to store what you need. Calendars and Email You no longer have to be tied to your desktop in order to view emails and organise your calendar. With Microsoft 365 and a smart device, you carry your email and calendar with you, wherever you go. Calendars and Email can be accessed from any supported computer or smart device that has an Internet connection. Multi Language Microsoft 365 supports the following languages: Arabic, Chinese (Simplified), Czech, Danish, Dutch, English, Finnish, French, German, Hungarian, Indonesian, Irish, Italian, Japanese, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Turkish, and Ukrainian. Supported countries include Australia, Canada, Europe, India, Latin America, Middle-East and Africa, United Kingdom, United States. Pricing Microsoft 365 uses a subscription pricing model, with plans starting from $4.00 per month. Microsoft also provides a free trial to test out the software (no credit card required). Bottom Line Microsoft 365 is a secure way to create, store and edit your documents online. Using Microsoft 365 you can run your business with powerful cloud services that don´t require any in-depth IT expertise. You can access your emails, and attend meetings virtually, along with sharing files or creating a professional website. No matter what it is you need, Microsoft 365 helps you be productive on the go. It works with mobile devices such as Windows Phone, iPhone, iPad, Android, Symbian and Blackberry, and can be accessed via Mac OS or Windows OS.

TeamSupport

TeamSupport is a customer support solution that uses collaboration features and real-time data in order to better understand customers. This pro active methodology results in being able to deliver support to customers before they're even aware that it's needed. TeamSupport dies not focus exclusively on one-on-one customer communications, rather it encourages full team collaboration in order to resolve ongoing problems. TeamSupport has developed a powerful user interface that puts all relevant customer data in one place. It supports a flexible process flow, and the platform itself is designed in a way that is very intuitive and easy to use. Custom Customer Service Portals Customer Support doesn’t just work between the houses and 9AM and 5PM. With TeamSupport, your organization are able to create self-service portals where customers can help themselves—or each other, no matter what the time of day or night. Custom self-serve customer service portals canoe made very easily and then dropped into your company website. As soon as integration has been completed, customers are able to submit and then follow up on their tickets. They also have access to a knowledge-base, so they can try to answer their own query, along with a community forum, and a collaborative wiki feature. Group Ticketing A cool feature of TeamSupport is group ticketing. When tickets are assigned to a group, rather than to an individual, all members of that group are notified. Your organization can create as many groups as required, and individual users can belong to multiple groups. A great feature of Group Ticketing is the ability to assign it to a group when the creator is unsure of what individual to assign the ticket to. Instead of guessing or selecting the wrong individual, the ticket creator can assign the ticket to a Group. For instance, Support Team, Product Development or QA team. As with all group ticketing, all members of that group will receive a notification, and any of those members are able to take ownership of the ticket. Integrations TeamSupport provides advanced native integrations with a variety of apps and services, including Beanstalk, Dropbox, Highrise, Jira, Mailchimp, NiceReply, Oracle Fusion, Salesforce, and Zoho. TeamSupport is also on the Zapier platform, which allows customers to connect the various web apps they use on a daily basis. TeamSupport also has a robust REST API that has been designed for users who need custom workflow functionality between multiple apps. Pricing TeamSupport offers two plans, starting at $40 per user, per month. Free trials are also available, (no credit card required). Customers can pay monthly by credit card, or they can opt to be invoiced for 6 or 12 months in advance, in order to receive a discount. Plans start from $40 per user, per month for Support Desk. The Enterprise plan is priced at $55* per user, per month. All plans include unlimited support & training, and no implementation charges Bottom Line TeamSupport has been designed and built specifically for B2B software and tech companies. It provides customer support by enhancing real-time internal collaboration and utilising advanced customer service portals, integrated screen recordings, built-in reporting tools, and multi-channel support. The collaboration features help multiple departments work together to build customer relations. With an array of tools to help you gain deeper insight into your customers' needs, you can see why TeamSupport is the CRM of choice for many IT organizations. *Annual Billing.

Pivotal Tracker

Pivotal Tracker has set out to change the way that teams are building software. This is a proven project management tool which can help your workforce deliver more consistent and frequent achievements. It does this by creating a shared view of team priorities and a process that uses a wealth of tools and collaboration to analyse progress. The program’s shared backlog will mean that team priorities are crystal clear. Therefore, work can easily be visualised and organised. Tools like guided iteration planning will also help you to adapt and evolve, while breaking down and prioritising projects. One of the best things about Pivotal Tracker is that there will no longer be any surprises during project work. Everyone will have a real-time transparent view of proceedings, with one quick scan telling them who is responsible for what, were they are with it and what they’re doing next. It all starts with a story Pivotal Tracker helps your team better plan and develop their work by turning your objectives and tasks into notecards, or ‘stories’. You can then select an array of features to help you achieve your goals and complete the story. Thanks to Tracker you can also estimate and prioritise the different stories, depending on their complexity and urgency. After choosing several point scales you can then prioritise by iteration, just by simply dragging and dropping them. Get organised Automatic planning, available through an array of Tracker features, will allow your team to stay in rhythm. Managing timelines and unrealistic expectations will be no more, as velocity steps in to run the show. These interactive workspaces will also put your projects into complete order. Multi-project settings can help you view different tasks side-by-side, allowing you to juggle various responsibilities on just one screen. Analytics management will also help you gauge how well your team is functioning. It will illustrate the overall project health, just by examining the both the nitty-gritty details and broad trends. This visual representation will instantly give you a bird’s-eye-view of performance, a handy microscope for all your projects. Clicking on any of the reports will show you your project health, in terms of iterations, epics, releases and more. There’s lots more Pivotal Tracker really does offer a litany of features. From story blockers and a powerful, easy-to-use API to a new GitHub integration and project history logs – it has all bases covered. It’s pretty simple to go cross-functional, with Tracker providing everything you need to ship your best product. File sharing, tasks, labels, search, notification and mentions/following tools are also available to revolutionise your workflow. Pricing Pivotal Tracker say that teams up to three are always free, and teams of all sizes can try Tracker for 30 days free of charge. It is also free for public projects, educators and non-profit groups. Payment plans vary for both versions of Pivotal Tracker. A Startup plan can cost, at the time of typing, $12.50 per month when paid annually for five collaborators, five private projects and 5GB of storage. For ten collaborators, ten private projects and 25GB of storage the Startup plan will cost $29.17 per month when paid annually. Meanwhile Pro options include unlimited file storage and unlimited private projects. It is $62.59 per month when paid annually for 15 collaborators, $125 per month when paid annually for 25 collaborators and it will cost $250 per month when paid annually for 50 collaborators. If you have a larger team Tracker’s Enterprise features are also available. Bottom Line Overall, Pivotal Tracker is a simple but powerful program which can change workforce efficiency and deliver big profit. Already working for teams like the BBC, Groupon and IGN this is an application that comes with trust and workability already proven. Simply put, with a shared view of your team’s priorities – combined with the user-friendly and useful tools on offer – Pivotal Tracker will help your team deliver more frequently and consistently.

Avast Endpoint Protection Suite

Avast Endpoint Protection Suite is an antivirus solution for businesses that protects file servers and endpoint workstations. It comes in four editions; Avast Endpoint Protection, Avast Endpoint Protection Plus, Avast Endpoint Protection Suite, and Avast Endpoint Protection Suite Plus. Each of the suites available provide differing levels of protection. Avast Endpoint Protection comes with standard protection that is based on Avast Pro Antivirus for small office/home office networks of up to 200 computers, however, it is not suitable for servers. Avast Endpoint Protection Plus provides enhanced protection that is based on Avast Internet Security for small and medium-sized business networks of up to 200 computers, again it is not suitable for servers. Avast Endpoint Protection Suite provides standard protection that is based on Avast Pro Antivirus and Avast File Server Security for more complex company networks, optimally between 5 and 1000 computers and/or servers in any combination. Avast Endpoint Protection Suite Plus provides maximum protection, based on Avast Internet Security, Avast File Server Security, and Avast Email Server Security. This is ideally for complex company networks of any size up to 1000 computers and/or servers in any combination. This particular set of Avast products have been designed for an array of company networks, form SMBs through to large corporations. Avast Endpoint Protection Suites provide you with web-based remote deployment/management, real-time security alerts, and scheduled automatic scanning. This saves both time and costs of traditional deployment at individual endpoints. The service furnishes you with comprehensive reporting options that provide you with granular control over what data is reported on and how often. Avast Endpoint Protection Suite has a central management component that comes in two variants: Small Office Administration; for basic networks and Enterprise Administration; for more complex networks. The system administrator is able to schedule scans, patch updates and run tasks during off-time hours or when employees are away from their PCs. This also aids productivity, as any maintenance requirements will not affect workloads. Avast Endpoint Protection Suite ensures your endpoints are secured by certified, award-winning antivirus engines and your servers by award-winning Avast File Server Security, which is bale to scan all the traffic your servers can handle. Cloud-based features such as real-time streaming virus-database updates and file-reputation warnings have been designed to both secure and accelerate the flow of data within your business. Avast Endpoint Protection Suite also provides your businesses with a constant streaming antivirus updates, and utilizes the data gathered from Avast’s global threat detection network. Avast Endpoint Protection Suite also goes further than traditional, signature-based antivirus products, using tools such as Avast’s Behavior Shield, which is able to analyze processes for unusual behavior. In the meantime attacks can be isolated and contained in the virtual environment of the Avast Sandbox. Avast Endpoint Protection Suite is available as an on-premise solution, and it is suited for all modern Windows-based systems.

Pixlr Image and Photo Editor

Pixlr is a free online photo editing suite that is split into three different apps that have been built from the same engine. Simply pick the one best suited for what you need and away you go. As Pixlr is a web service it provides a solid platform to work from. You can combine image design and paint tools with photo editing. The interface is intuitive with a gentle learning curve, so users of all levels of expertise will be able to navigate it with few issues. If you want to create an image, layer one image over another or use a variety of effects, filters and level adjustments to transform photographs, Pixlr can do it all. Key Features include: Variety of filters and effects. Custom Brushes. Customizable user-friendly interface with movable and scalable windows. History window for quick undo/redo. Fee-hand crop, move, super-impose and interpolate images and rotate and remove entire canvases. Pixlr Editor mimics native photo editing apps such as Photoshop. The structure and design of this technical editor allows you to seriously edit images. The interface looks familiar with toolbars along the left hand side and top. Along the right hand side you have a Navigator, Layer Controller, and History. The top bar is equipped with layers, adjustments and a stack of filter options. Pixlr Express gives you an simple service with some neat features. You can start from four points; Browse, Open URL, Webcam, or Collage. The interface is simpler than the Pixlr Editor. You have six different editing tools to choose from: Adjustment, Effect, Overlay, Border, Sticker and Text. Next up is Pixlr-O-Matic. This is the simplest version of the app. It has the least amount of features, but, is arguably the most fun to use. You start by selecting your image, then you change the effect/distortion of the picture by choosing from a massive range of effects. Then you can change the border to finish. All three parts of these apps are well developed and have been designed with a specific purpose. If you need to edit your next masterpiece or even make a great cover photo, Pixlr is a great choice because no matter what platform you access the web app from, you still get the same standard, uniformed Pixlr experience. Overall, Pixlr is a very functional photo editing suite, with everything you could possibly need. The interface is easy to use and the tools are are varied as your imagination. Pixlr really is a perfect example of an app which hits all the right notes and provides a great, free service.