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Description
xpdCrm is an integral component of a holistic professional services automation software solution designed to empower your organization in managing sales data effectively. This all-encompassing tool is a valuable addition to the xpdOffice suite of enterprise-level on-demand solutions, offering an intuitive interface that enables businesses to oversee opportunities and facilitate deal closures. With xpdCrm, you can dedicate more time to nurturing customer relationships rather than getting bogged down in administrative tasks. The software adapts to your specific lead and customer management styles, providing real-time analytics that help you evaluate your business performance and make informed choices. Employees require tools that streamline their workloads and enhance productivity, rather than create additional challenges; simplicity is key. Moreover, xpdCrm ensures that you have quick access to customer information, and since xpdOffice operates on a web-based platform, you can retrieve data from anywhere globally, including on your mobile device through xpdWireless. Additionally, xpdOffice seamlessly integrates with other widely-used applications such as Microsoft Word, further enhancing its functionality and user experience. This level of connectivity and ease of use makes xpdCrm an invaluable asset for any organization looking to optimize its sales processes.
Description
Invoicing systems play a crucial role in maintaining a healthy cash flow for any organization. It's essential to avoid systems that are sluggish, cumbersome, overly reliant on paper documents, or isolated from other financial and business tools. Unfortunately, such inefficiencies are common, leading to diminished business performance and cash flow challenges. However, xpdInvoice billing software offers a solution, allowing you to turn a problematic invoicing process into a powerful revenue-generating asset. With its user-friendly, menu-driven interface accessible via a secure web portal and seamless integration with vital business applications like timesheets, human resources, and project management, xpdInvoice proves to be an invaluable ally in boosting productivity and enhancing revenue, thereby delivering a swift return on investment. By adopting xpdOffice’s billing software, you can eliminate obstacles that hinder your ability to generate invoices promptly and ensure timely payments, ultimately streamlining your financial operations. This transformation not only improves cash flow but also enhances overall organizational efficiency.
API Access
Has API
API Access
Has API
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
xpdoffice
Country
United States
Website
xpdoffice.com/crm/
Vendor Details
Company Name
xpdoffice
Country
United States
Website
xpdoffice.com/invoice-billing/
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
Billing and Invoicing
Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator