Compare Simplifyd vs ALTO Exchange vs AddressTwo CRM

You May Also Like

Featured products that are similar to the ones you selected below.

Simplifyd

 0 ratings CRM

AddressTwo CRM

 49 ratings CRM
View Listing View Listing View Listing

Crozscore

80%
what is this?

Crozscore

87%
what is this?
interest falling
Simplifyd  screenshot view 3 more ALTO Exchange screenshot view 2 more AddressTwo CRM screenshot view 2 more

About Simplifyd

Generate invoices and estimates with Simplifyd. View your money dashboard to get an overview of the amounts coming in and going out. Use your Simplifyd calendar and schedule reminders to help keep all your payments on track.

Send files, messages, photos and PDF’s directly from your Simplifyd account. Integrate your documents from Drive and stay in control of your communications through your customer (and team’s) timeline.

Use the Simplifyd address book and pipeline tools to capture and monitor new opportunities, with a simple interface and real time sync it’s easy to access and keep up to date - even when you’re mobile.

About ALTO Exchange

Keep track of your project costs with electronic invoicing. Leverage dynamic discounting. Allow suppliers to manage invoice disputes, convert POs to invoices and the best part - it's free for suppliers.

Benefits:
Reduce invoice processing costs.
Take advantage of discounts and improve supplier relationships.
Improve accuracy and working capital management.

Track invoices on demand: Provide your suppliers with meaningful, clear and transparent information about their invoice status on demand. With ALTO Exchange, reduce time spent on calls, chats and email inquiries.
Convert POs to invoices: With just one click, your suppliers can receive and convert approved purchase orders to invoices.
Invoice compliance: Implement front end validation rules that fit your company's needs. Garbage in, garbage out. Receive only correct and valid information from your suppliers.

About AddressTwo CRM

Small business is about relationships. And not only customers...you have prospects, leads, partners, and more.

AddressTwo is a simple CRM that helps your business to generate new relationships, build existing relationships, and track your key relationships that matter most!

The key to success lives within your contacts. AddressTwo provides you with the tools to keep your prospects and clients organized and your communication history up-to-date. Bcc Addy on all outgoing emails, and let her auto populate your CRM with your email history for you. Use our Webforms, or integrate with your existing web or social media forms, to push all inquiries directly into the CRM.

Ever lost out on a deal or sale because you forgot to follow up? Our Task feature helps you remember important follow-ups so you are always on top of your game. Set a Task for calls, emails, administrative work and more, and have your to-do list ready and waiting for you every day. Complete a Task, and schedule a new Task within the same window, so you never forget again.

AddressTwo provides you with Simple CRM and Email Marketing in one solution! Simplify your Email Marketing with our drag and drop Templates and Automated Campaigns. Target each campaign with Lists and Queries, ensuring only relevant content is received by your audience. See which campaigns are successful by tracking your open and click rates for further benefits.

Easily customize your Pipeline with the desired fields relevant to your business processes. With the ability to see open opportunities at a glance, quickly review your proposals and quotes to make sure you are on track for your goals. Generate reports for company-wide and individual forecasting to better understand your successes…and not so successes.

Improve sales efficiency with our Lead Scoring feature within our Customer Relationship Accelerator plan. Anytime a prospect reacts to your email marketing, AddressTwo measures their level of engagement within the email, and on your website, updating their score in your CRM. Every time they return to your site outside an email, the scoring continues. Spend less time cold calling and more time contacting hot and warm leads!

Access free Video Tutorials online
View a list of Professional Training and Development Services
Wednesday Webinars!
Small Business blogs

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

Features

  • 2-Factor Authentication
  • Accounts Receivable
  • API
  • Balance Sheet
  • Billing/Invoicing
  • Budgeting
  • Calendar Management
  • Contact Management
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Inventory Tracking
  • Multi-Currency
  • Multi-User
  • Notifications
  • P&L
  • Payment Processor
  • Payroll
  • Scheduling
  • Supplier Management
  • Tax Management
  • BitCoin
  • PayPal
  • Stripe
  • SAP Integration

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

Summary

  • Create and send Invoices/ estimates

  • Scheduling/Calendar

  • Add Todos and assign tasks to individual team members

  • Message and send files or pictures to client in-app

  • Track sales or projects with a clear pipeline

Summary

  • Electronic invoicing

  • B2B

  • Cost reduction

  • Invoice compliance

  • Invoice tracking

  • Integration

  • Invoice submission

Summary

  • Simple CRM and Email Marketing for Small Business

Pricing

  • Credit card required: No
  • ALWAYS FREE TO SUPPLIERS

Pricing

Customer Relationship Management

$34.95
unlimited user(s) / month
Included in plan:
  • Unlimited Contact Storage
  • Record History & Schedule Tasks
  • Sales Pipeline

FAQs

    No FAQs associated with this application.

FAQs

    Does this service offer an API?
  • Yes

  • Does this service integrate with any other apps?
  • Yes, ALTO Exchange is just one of the ALTO family of systems :

    • ALTO Accounts Payable: Invoice approval workflow. Streamline complex invoice handling processes from receipt to payment.
    • ALTO eProcure: reverse bids , RFXs, , contracts, purchase orders

  • Who are the main user groups of this service?
  • Our systems are industry agnostic. Our solutions handle Order to Cash (billing) and Accounts Payables. We offer services in 70+ languages.

  • What is this service generally used for?
  • To automate the manual invoicing processes using artificial intelligence and robotic process automation

  • What platforms does this service support?
  • Our system is web responsive. (Works on any browser)

  • What are some applications this service is commonly used in tandem with?
  • Accounts Payables, credit and collections, accounts receivables, procurement, supply chain management .

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

  • Does this service offer guides, tutorials and or customer support?
  • Yes, we provide live online training and access to a knowledge base

FAQs

    Does this service offer guides, tutorials and or customer support?
  • Video Tutorials, Blogs, Weekly Classes

  • Does this service integrate with any other apps?
  • Quickbooks, Facebook Ads, Shopify, AttachTwo, CallRail, ShipStation

  • Does this service offer an API?
  • Yes

  • What are some applications this service is commonly used in tandem with?
  • Outlook, Google

  • What is this service generally used for?
  • Web App, Windows, Macintosh

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

  • What platforms does this service support?
  • iOS, Android

Vendor Information

Founded:
-
Based in:
Thame
Employees:
-
Likes:
Followers:
1.62k

Vendor Information

Founded:
-
Based in:
Calgary
Employees:
11-50
Likes:
Followers:

Vendor Information

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

Other

Regional Restrictions:
No restrictions.

Other

Who uses ALTO Exchange
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Spanish, French, Japanese, Chinese
Regional Restrictions:
No restrictions.

Other

Who uses AddressTwo CRM
  • Personal
  • Freelance
  • Startups
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
Back to top