Compare Shuttle vs Zoho Books vs CoffeeSender

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Crozscore:

55%
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20%
interest falling

Crozscore:

87%
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83%
65%
interest rising
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Software Description:

Shuttle provides real-time client onboarding for many sectors including P2P lenders, challenger banks, lawyers, accountants, business incubators, insurance companies and advertising agencies.

When you onboard clients it is the first time they touch your service. It is an opportunity to create a great impression and increase advocacy. Many companies fall short due to manual processes to process identity documentation, customer agreements and checklists. Shuttle solves this problem - we’ve made onboarding a smooth process all the way from sale to account opening, saving our clients time, money and effort.

Software Description:

Zoho Books allows you to create, manage and edit sales and purchase transactions like invoices, estimates, PO, SO, credit notes, bills and expenses and more. You can connect your bank and credit card account in Zoho Books and categorize transactions instantly. The dashboard and reports section give you the insight to make smart decisions instantly.
Zoho Books streamlines business processes and you can create custom workflows to automate these processes. You can invite your customers to the client portal, so they can make online payments and view all transactions as well.

You can also invite more users and your financial advisor to Zoho Books. Create a custom role and invite these users with restriction to specific modules if you desire.

Software Description:

We are a b2b engagement tool, that makes it easy to build a relationship with a customer or prospect if you cant meet in person. We simply allow you to send them a coffee that you can track via email or one of our other 30 integrations.

The system is free to use you only pay for the coffees.

Features:

  • Data Export
  • Password & Access Management
  • Electronic Signature
  • Notifications
  • Multi-User
  • History/Version Control
  • Dashboard
  • Chat

Features:

  • Analytics
  • API
  • Chat
  • Inventory Tracking
  • Marketing Automation
  • Batch Permissions & Access
  • Notifications
  • Attendance Tracking
  • Timesheets
  • File Transfer
  • Data Import

Features:

  • A/B Testing
  • Contact Management
  • Marketing Automation
  • External Integrations
  • Email Integration

Summary:

    No key features associated with this application.

Summary:

  • Invoicing: create, manage and send customer invoices and accept online payments.

  • Bills: manage vendors and keep track of the bills to be paid.

  • Expenses: upload expense receipts and track business expenses

  • Banking: connect online bank and credit card feeds.

  • Workflows: trigger email notification and field updates in Zoho Books with custom workflows

  • Reports: access more than 40+ reports in Zoho Books including Balance Sheet, P&L

Summary:

  • Account based marketing tool.

  • Engagment tool.

  • Sales and marketing engagement,

  • Sales and marketing connection tool.

  • Promote your survey.

Standard

Free
Included in plan:
  • Upto 20 applications a month
  • Real-time document collection
  • Electronic document signing
  • Version control
  • Security
  • White Label
  • Admin rights options
  • Online Training
  • Email Support

Professional

$124.00
for 21-100 applications per month
Included in plan:
  • 21-100 applications a month
  • Real-time document collection
  • Electronic document signing
  • Version control
  • Security
  • White Label
  • Admin Control Options
  • Dedicated Customer Success Manager
  • Email support

Pricing:

  • Starting from: $9.00/month
  • Credit card required: No
  • Basic: $9/month
    Standard: $19/month
    Professional: $29/month

FAQs:

    Does this service offer guides, tutorials and or customer support?
  • Online training module for all packages
    Dedicated Customer Success Manager for Professional Package
    Email and chat support for all

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes multi-user capable.
    Different administrator options

  • Who are the main user groups of this service?
  • Challenger Banks, P2P Lenders, Finance Brokers, Advertising Agencies, Lawyers, Accountants, Incubators, Investment Clubs.

  • What platforms does this service support?
  • All Web apps

  • What is this service generally used for?
  • When you’ve just secured a new client, it’s vital to establish trust. You want to make a great first impression, and showcase the quality, efficiency and professionalism of your service.

    Opening a new account is often complex and time consuming, but it doesn’t have to be that way. We’ve made client onboarding a smooth process all the way from sale to account opening, saving you time, money and effort.

    The Shuttle platform is used to collect documentation and contract signatures that you require before you can start doing business with a SME or business client.

FAQs:

    No FAQs associated with this application.

FAQs:

    Does this service offer guides, tutorials and or customer support?
  • We have an entire walk through when you get it set up.

  • Does this service offer an API?
  • We do have an open rest API.

  • Does this service offer multi-user capability (e.g. teams)?
  • We do have a team function where you can have your entire team under an admin user.

  • What platforms does this service support?
  • Starbucks coffee applications.

  • What are some applications this service is commonly used in tandem with?
  • Surveymonkey, salesforce, zendesk, eloqua, marketo, hubspot, slack,

  • Who are the main user groups of this service?
  • Marketing and sales and Customer success

  • Does this service integrate with any other apps?
  • Yes - Surveymonkey, salesforce, zendesk, eloqua, marketo, hubspot, slack,

  • What is this service generally used for?
  • Sales and marketing outreach.

Publisher:

Founded:
-
Based in:
Croydon
Employees:
2-10
Likes:
Followers:

Publisher:

Founded:
-
Based in:
Pleasanton
Employees:
-
Likes:
172k
Followers:

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
2.39k

Other:

Who uses Shuttle
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • WinPhone
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Zoho Books
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
Languages:
Japanese, French, Spanish, Swedish, Chinese, English, Italian, Dutch, Portuguese
Regional Restrictions:
Exclusive edition of Zoho Books is available in US, UK, Canada. We also have a global edition for rest of the world.

Other:

Who uses CoffeeSender
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
USA, Canada, UK, Australia
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