Zoho Invoice

Zoho Invoice is one of the most rock-solid invoicing solutions available on the market today. It provides a stack of features for a reasonable price and has great integration with other Zoho solutions, including a really easy upgrade option for Zoho Books, which provides a level of scalability that is not found in other solutions on the market. Invoicing The critical feature in Zoho Invoice is the ability to create, manage, and track invoices. With Zoho Invoice, these can be sent directly to the payee or hard copies can be made for sending via post. If any invoices need to be created for recurring payments, such as ones used by subscription services, then they can likewise be created accordingly. As soon as an invoice has been created, it can be sent or saved, as required. All invoices are automatically stored and can be retrieved at any time for further use or duplication. Time Tracking and Expenses A great feature of Zoho Invoice is way that both managers and employees can create specific tasks associated with projects. Each task can be time tracked and billed accordingly. Any task can be created and assigned from either a desktop PC or from a mobile device. In this way an employee doesn’t have to stop working on a project, just because they are not in the office. Zoho Invoice also allows users to track expenses and attach receipts directly. This is a great time saving feature that shouldn’t be overlooked, as it can provide an easy record for reimbursements. Integrations Zoho Invoice integrates with a variety of apps for the purposes of making accounting and payments easier. The app integrates with online payment gateways such as Stripe, PayPal, PayPal Payflow Pro, Braintree, Authorize.Net, and 2Checkout. The integration with other Zoho apps such as Zoho CRM and Zoho Projects is, as you would expect, seamless. Pricing Zoho Invoice uses a freemium/subscription pricing model with a free trial available (no credit card required). There are three plans to chose from with Zoho Invoice, along with a free option. The free plan is for 25 Customers, 1 User, and Multi- currency support. The Basic plan is charged at $7 for 50 Customers, 1 user and Multi-currency support. The Standard plan is charged at $15 for 500 Customers, 3 users, unlimited projects, unlimited invoices and estimates. The Professional plan is charged at $30, for this price you receive unlimited customers, projects, invoices, estimates and users. Bottom Line Zoho Invoice is a robust solution to account invoicing. With Zoho Invoice you can create, send, and manage professional invoices. The system allows you to import and work with existing contact lists or you can add new contacts. With Zoho Invoice you can also issue cost estimates, which can later be converted to invoices. The client portal is also a neat feature that allows customers to login, view pending transactions, and even make payments. Zoho Invoice has support for multiple languages and various currencies as well.

Zoho CRM

Zoho CRM is a solid customer relationship management platform that provides a complete CRM solution. With it you can manage sales, marketing, customer support and service and inventory management via a single system. Zoho CRM is based in the cloud, so no setup is required. It can be accessed from anywhere, using both desktop or mobile device. Zoho CRM allows you to generate and track leads, manage tasks, and follow the entire sales pipeline directly from within the app. By utilizing the power of mobile applications utilizing the cloud platform, Zoho CRM allows team members to work collaboratively by giving them access to the most current information available. Workflows Zoho CRM’s customizable workflow management tools allow true automation of regular tasks. This is really useful because every time a new event occurs, Zoho CRM can be configured to automatically deploy a new task and assign it to a specific user, who will then be notified accordingly. Zoho CRM’s Workflows lets administrators set up actions to be executed when certain criteria are met. This, in turn, gives you greater control over how leads are handled. Email Integration A key feature of Zoho CRM is that it can integrate with your existing email environment. This is useful because it provides users with a universal platform of communication across your organization. By integrating an existing email system, users will be able to access new messages and reply them from directly within Zoho CRM. Mobile Integration The Zoho CRM mobile app on both iOS and Android, allows you to access contact details, edit accounts and leads, and view and work with reports. Zoho CRM also supports offline access, which is another extremely useful feature. Alongside the aforementioned email integration, Zoho CRM has the ability to connect to many third party app: including Microsoft Outlook, Microsoft Office, PhoneBridge, and QuickBooks. Zoho CRM for Google Apps also takes the software beyond simple email integration. It also integrates with MailChimp and Constant Contact for email marketing, Evernote for note-taking, ClickDesk for Help Desk service, Outlook for email and calendaring, Microsoft Office for documents, Quickbooks for accounting, and VWorkApp for job dispatching and tracking. Using Zoho's API, developers can customize Zoho CRM as required. Pricing Zoho CRM uses a subscription pricing model that starts at $12.00/month with a free trial available (No Credit Card required). For up to three users, a free plan includes all of the basic features of Zoho CRM, with up to 5,000 records. A standard plan that adds sales forecasting, reporting, and more, is available for $12 per user, per month; while a plan that includes email integration costs $20 per user, per month. An enterprise version for multi-level organizations is available for $35 per user, per month. Bottom Line Zoho CRM is particularly effective for organizations that already use the company's other products, such as Zoho Projects or Zoho Books. It makes good use of Google Apps integration, which also makes it a natural choice if your organization uses those tools for email and calendaring. It has comprehensive reporting tools, advanced CRM features, and good email marketing tools. It has seamless integration between pre-sales and post sales activities via the Inventory Management tool and great integration between Sales and Customer Support processes via the Cases and Solutions feature. Overall, Zoho CRM is a powerful solution for small and medium-size businesses that is available at an affordable price bracket.

Zoho Meeting

Zoho Meeting is an affordable and easy-to-use online web conference and remote assistance app, which can provide both single users and SMBs with a rapid way to host and conduct secure, and cost effective online meetings. Zoho Meeting is able to save time, travel and resources by providing high quality, real-time virtual meetings. Although face-to-face meetings are still necessary in some circumstances, Zoho Meeting provides a powerful way to engage with clients and employees in a cost effective, virtual environment. Meet Now With the Meet Now feature of Zoho Meeting, the logistics of hosting meetings have been drastically simplified. Simply click a button and host meeting instantly. Meet Now lets you create and start instant meeting to share desktop and have remote training presentations with clients or employees in a matter of seconds. Integration Zoho Meeting is able to integrate with Zoho Chat and Zoho Show to help you provide better collaboration service to your participants. Support Zoho provides a number of different ways to ensure you are fully prepared in using Zoho Meeting to its maximum potential. The developers provide a Meeting Resource Center, which includes demo videos, a meeting wiki page, forums, and meeting blogs. These resources will provide users with the necessary tools to troubleshoot any issues they may have. Additionally, Zoho also provides support via email and telephone. Pricing Zoho Meeting uses a freemium subscription pricing model. It has a free 30 day trial available (no credit card required), which provides a fully functional service based upon features of the Professional edition. Aside from the free option, which allows a single user to conduct 1-to-1 meetings (limited to 1 hour), pricing plans begin at $12.00 per month (or or $115 per year). For this price you can have 1 host and 5 participants. If you need 10 participants, this is priced at $18 per host per month. For 25 Participants, the price is $24 per host per month. If you need 50 participants, the price is $35 per host per month, and for 100 participants, the price is $49 per host per month. Bottom Line Zoho Meeting is a quality utility that allows you to conduct web meetings and organize online training in a professional manner. With Zoho Meeting you can organize sales and marketing presentations online, arrange personalized product demonstrations, and provide online presentations to prospects. The platform is easy to use and can be navigated by users of all levels of expertise. This makes Zoho Meeting a good choice for teams that are spread across various geographical locations as they can still collaborate despite the distance.

Zoho Docs

Zoho Docs is a comprehensive document management solution, which can be used for creating, collaborating, storing and sharing a variety of documents. With support for Zoho CRM, Zoho Projects, and Zoho Mail as well, Zoho Docs provides a comprehensive and flexible way to share files, and edit and track documents. Not only can you store all your files securely in a centralized location, Zoho Docs also becomes the homepage for all your documents, spreadsheets, presentations, pictures, music, and videos. Zoho Docs acts as an online collaboration tool, where you can share documents and files with team members. Shared files are easy to access and it is straightforward to collaborate with colleagues who are situated elsewhere. With Zoho Docs; you can also undertake numerous tasks with stored files, such as archiving, attaching files to email, and importing/exporting documents etc. Document Sharing and Collaboration Sharing files with Zoho Docs is very similar to Google Drive. Here, you can enter email addresses and set permissions by selecting a file and sharing it (documents have perma-links for sharing outside of Zoho Docs). Entire folders, as well as individual documents can be shared with whoever you choose; from single users to multiple groups. A really great secure feature is that you can share a document, password-protect, and set an expiration date as well. This ensures all users who have access, will be denied access upon its expiration. Mobile Apps Zoho Docs also provide an Android and iOS app to enable mobiles access for users. The app has a matching interface and users can access, create, and edit files in the same manner you would via a desktop computer. The app also allows you to view all of your folders, sort them by name or date, and search for files. Pricing Zoho Docs uses a freemium, subscription pricing model, with a free 15 day trial available (no credit card required). Zoho Docs provides three plans to choose from; Free, Standard, and Enterprise. The Free plan allows you to have 25 users, with 5GB free per user. The Standard plan is priced at $5 per user, per month, with 50GB storage per user. Finally the Enterprise plan is priced at $8 per user per month, with 100GB storage per user. The free plan includes unlimited file and folder sharing, desktop sync, editing tools, user management, and version history. The Standard plan adds tasks, password-protected documents, and role-based access. The Enterprise plan includes all Standard's features plus the ability to email documents directly to a Zoho account, restore deleted documents, and transfer ownership of files. Bottom Line Zoho Docs is geared towards SMBs, however it is scalable and can provides businesses of any size an affordable solution to their document management needs. The platform us is very easy-to-use and offers a professional suite of features for business users. These include file sharing and collaboration, project management, and document retention. Getting started is relatively easy, and the learning curve is shallow. Demo videos and start up guides are also available in case you need them and support is also available by phone and email.

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.

ManageEngine ServiceDesk Plus

ManageEngine ServiceDesk Plus is a help desk platform and asset management tool that allows you manage your IT in an effective way. With it you can troubleshoot IT service requests faster in order to keep your company running at optimal pace. Its customizable and easy-to-implement software has more than 10,000 users worldwide and is available in 23 different languages. ManageEngine ServiceDesk Plus is web-based, easy to use, and offers multiple customizable features, such as contract management, purchasing, and knowledge management functionalities, as well as an ITIL-ready version. ManageEngine ServiceDesk Plus can help you maintain a complete product catalog based on product type in order to keep up with all of the assets owned by your organization. It will generate purchase orders on demand then send them via email and keep track of outstanding POs & completed purchases. It also can provide reports of requesters and assets in various formats. Inventory Tracking A great feature of ManageEngine ServiceDesk Plus is inventory tracking, which is available for both Windows and Linux workstations. It can also keep up with your software licenses and let you know the number of over-utilized or under-utilized licenses across your organization. Flexible Tickets One of the most task-oriented time savers is the software’s flexible ticket management with multi-channel support. Its automated tool means your tickets are distributed among your team members based on their workload. Self-Service Coupled with its self-service portal that lets users efficiently find the information they need and its ability to add to an unlimited knowledge base, it’s the ideal tool for self-service help requests. The automated password reset tool is designed to keep the workflow moving without having to engage valuable manpower for small fixes. Multiple SLA and Support Options ManageEngine ServiceDesk Plus even offers multiple service level agreements and mobile support with native iOS and Android apps to keep your service running at all times. ServiceDesk Plus lets you create SLAs and provide quality services in real time to your end users. It offers your users the ease of a web portal to submit their service requests and report any incidents. Even better, any emailed help requests can automatically be converted to tickets so that no request gets overlooked or ignored. Pricing ManageEngine ServiceDesk Plus uses a freemium subscription pricing model, with a free 30 day trial available (no credit card required). ManageEngine ServiceDesk Plus Standard Edition is free, with no restrictions. The next tier is ManageEngine ServiceDesk Plus Professional Edition, which starts at $195 per year, and the top tier is ManageEngine ServiceDesk Plus Enterprise Edition, which starts at $495 per year. Bottom Line Thanks to ManageEngine ServiceDesk Plus you can access your help desk anytime, anywhere, using the ServiceDesk Plus iOS or Android app. Features such as agent-based scanning, which gives you access to any system from a remote network, and the auto-assign feature, which automatically distributes help tickets based on existing workloads, are only a couple of the many time saving tools, which this solution has to offer. With ManageEngine ServiceDesk Plus you can integrate your company’s ticketing, asset tracking, purchasing, service catalog, contract management, and knowledge base into one low-cost, easy-to-use package.

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.

FreshDesk

Freshdesk is a completely customizable set of tools that offers all the features and functionality which a modern help-desk requires. From robust multichannel capabilities, smart automations and advanced ticketing through to integrated game mechanics, Freshdesk is a forward-thinking solution that provides quality cloud based customer support. Freshdesk provides a streamlined and well structured help-desk solution that is both productive and easy to manage. It uses a smart ticketing system that sorts through all incoming tickets and organizes, prioritizes and sorts client requests and assigns them accordingly. Freshdesk also makes good use of a company knowledge base, which auto updates to include data from archived emails, conversations and ticket resolutions. Freshdesk’s knowledge base feature works very well, with a comprehensive article archive that is streamlined, simple and easy to navigate from both the agent’s and customer’s side. This is a really useful feature of Freshdesk as a support department with a wealthy knowledge base usually receives less customer requests. Advanced Ticketing Freshdesk provides an automated ticketing system that sorts through all incoming tickets and assigns them accordingly. By using standard SLA’s that have pre-defined parameters for service workflows or custom SLA’s for priority customers with specific needs and requirements, all of your customers can be given the highest level of customer service available. This can be customized and configured via the Ticket tab. From there it is easy to set all your ticketing rules and workflows that you need. Multi-Channel Support Freshdesk has been designed to automate tasks and save on ticket resolution time via multiple platform integration. The main avenue is through configurable email integration. This very useful Freshdesk tool allows agents to manage, update, reply to and assign tickets directly from their company email accounts. Freshdesk allows you to configure these requests so all emails sent to company accounts are logged as tickets. These, in turn, can be categorized, prioritized and assigned to the correct agent, and because you can define behavioral rules for requests, tickets will always go to the correct support agent. One very handy feature of Freshdesk is ‘Email to Knowledge base’. This tool can be set to automatically convert email threads or ticket replies into articles for the Knowledge base archive. This data is saved as draft information that can be edited before publicising it in the Knowledge base. Social media platforms such as Facebook and Twitter are also supported by Freshdesk. This is a very useful tool, as you have the means to reply to urgent requests from these channels in real-time. Freshdesk also has a live-chat solution called Freshfone, Freshdesk’s integrated voice telephony system. With Freshfone you are able to track tickets from multiple sources and provide further support channels to your clients. Gamification A really cool feature worth mentioning is Freshdesk’s gamification tool. With integrated game mechanics, team leaders and managers can keep all members of their team motivated. With this tool, support tickets become stepping stones to advance up the leaderboard. Freshdesk Arcade turns normal tasks into game missions. You can create Quests to make sure the tickets that are the highest priority get done quickly. The system rewards agents with a selection of badges for the best performers. these badges are then displayed on their help desk profiles. Integrations Freshdesk offers an ever expanding number of both native and 3rd party integrations. Native integrations include Facebook and Twitter; Saleforce, Highrise, Zoho CRM, Sugar CRM and Capsule; Freshbooks and Harvest; Atlassian from Jira; Google Analytics, Google Calendar, Gmail Gardets, Google Hangouts and Google Drive; HelpOnClick and Snap Enagae; MailChimp, Campaign Monitor and Constant Contact; Olark, Survey Monkey, Dropbox, Zapier and Shopify, among others. Third party integrations include Magento, Talkdesk, Kipfolio, Pipeliner, OneSky, Userlike, Woo Themes, Timecamp, and Fromcrafts. Custom integration are also available as Freshdesk provides a service called Freshplugs. Conveniently, Freshdesk also has a mobile help-desk plugin called MobiHelp, which is available for Android and iOS platforms. Pricing Freshdesk uses a subscription pricing model with a Free Trial available (No Credit Card required). It is well suited to all users from freelancers through to mid sized businesses. Freshdesk is priced per support agent per month, and has 4 different plans to choose from; Sprout - $15 per agent per month (first 3 agents free). Blossom - $29 per agent per month. Garden - $49 per agent per month. Estate - $79 per agent per month. The Blossom plan includes social support, community forums and game mechanics. The Garden plan includes live chat, multiple products and multiple locations. The Estate plan includes enterprise reports, portal customization and custom agent roles. Bottom LineFreshdesk is a well managed service desk solution that offers a streamlined and intuitive web interface. It has a good online help section, native and custom integrations, and a mobile help-desk plugin. With cool features like Freshdesk Arcade, automated IT tasks and ticketing, and multi language support, Freshdesk is a great choice for businesses of all shapes and sizes.

Phone.com

Phone.com is a robust cloud-based phone service that is tailored to entrepreneurs and small businesses. The end-to-end system is easy to setup and manage and is scalable to suit numerous types of businesses of varying sizes. Phone.com has some really useful services, such as a native iOS and Android app. With Phone.com apps there is no longer a need to carry around multiple devices in order to manage your business successfully. Phone.com is capable of managing several telephone numbers on a singular mobile phone. This service is great as it allows you to separate your professional and personal profiles whilst only carrying around one handset. Online Fax The Phone.com service allows you to send and receive faxes. This is a great feature that is included with all plans, although it is worth noting that you will have to pay more if you are on a pay-per-minute plan. For every fax page sent or received, your account will be debited in value equal to 1 minute. If you are on an unlimited plan though, then you can send/receive unlimited faxes. Sending faxes is a fairly simple affair; navigate to the extensions page and choose the extension that you want to send the fax from. There is a menu bar on the left hand side, from here you will see an option to ‘Send a Fax’. The service lets you type the message directly or upload a document file. Auto Attendant Phone.com lets you truly personalize your business communications. With Phone.com you can set up a custom greeting when users call your number, in much a similar way to standard customized outgoing voice message. One really cool feature of Phone.com however, is the ability to set up a menu for callers to direct themselves to the department or employee which they attempting to reach. Setting up a greeting on your account is easy; you can record a greeting from your phone, input text and have it read by an auto voice, or upload an audio file. This is then followed by creating a ‘menu’ that will enable callers to route their call by pressing a corresponding keypad button; 1 for Sales, 2 for Administration etc. Once configured, Auto Attendant is easy to manage. Integrations Phone.com is able to be connected to numerous different CRMs via a 3rd party service called Callinize. Supported services include Insightly, Salesforce, REthink, SugarCRM and Zoho. Pricing Phone.com uses a subscription pricing model with a free trial available (no credit card required). Plans start from $9.99 per month for the base plan. This includes 100 minutes, (no extra charges for toll-free minutes) all 40+ features, a toll-free or local phone number and 24x7 Support in the U.S. There are also two options for additional minutes; 1) Pay-Per-Minute above 100 minutes as low as 2.5¢ and 2) Unlimited Extensions as low as $19.99/month. Bottom Line Phone.com is a simple service that can be setup and running in no time at all. The service is scalable with packages including a single phone line with basic functions to a more advanced system that can have multiple users.

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