The tool Freshbooks not only enables you to create professional invoices on your Mac, but it can also collect payments from your clients since it supports credit card, PayPal and Google Checkout payments. It is one of the most popular accounting tools, and this speaks volume of its effectiveness.
- Free Invoice Software For Mac
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- Best Invoice Software For Mac
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- Best Crm Software For Mac
Create invoices, quotes or orders easily from professional templates. Streamline your billing process with Express Invoice Software. Bill by email. Access online. Zoho is online, free invoice software for Mac that has several modules to help users manage the ins and outs of billing and invoicing. The invoicing aspect of the program is specifically designed to manage all your customers and items to make it easy for users to create.
- Keap helps users acquire and manage leads. It is more expensive compared to other CRMs, with the basic plan starting at $79 a month for one user license.
- With this CRM software, you can track sales activities and traffic on your website.
- Keap provides automated reminders, emails, and texts to current clients.
- This article is for business owners and professionals who want a detailed breakdown of Keap, our choice as the best CRM software for ease of use.
Keap, is our best pick for easiest to use CRM because of its reasonable pricing, simple functionality and stellar sales automation features. Adding to its appeal are its full-featured marketing, sales and e-commerce tools. To understand how we selected our best picks, you can view our methodology, as well as a comprehensive list of CRM software solutions, on our best picks page.
Editor's note: Looking for the right CRM software for your business? Fill out the below questionnaire to have our vendor partners contact you about your needs.
Pricing
Keap offers three monthly subscription that vary based on the price and included features and tools. Each plan comes with one user per license and 500 contacts; each additional user is $30 per month. Here is a breakdown of each plan.
Keap Grow
- Price: $79 per month per user account
- Features: Client management; email marketing; business phone line and text messaging appointments; quotes, invoices, and payments
Keap Pro
- Price: $149 per month per user account
- Features: In addition to all of the tools in Keap Grow, Pro has marketing and sales automation features, recurring payments, a landing page builder, smart forms and reports.
Infusionsoft
- Price: $199 per month per user account
- Features: Includes everything in both Keap Pro, plus lead scoring, company records, advanced reporting and e-commerce.
Key takeaway: Keap offers three pricing options that range from $79 to $199 per month.
Features
Keap's straightforward, uncluttered interface houses a plethora of helpful tools and features. Here are a few tools that stood out to us.
Sales Automation
Through Keap's sales automation features, users can really take the reins when it comes to price quotes. They can create and share custom quotes, and clients can accept and convert those quotes to orders so they can be paid online.
Messaging
Keap sends out alerts when clients communicate with you, so you can respond quickly. It also offers an SMS feature that lets you instantly connect with contacts and get them the information they need as soon as possible.
Invoice and Payment
With its 'pay now' button, clients can pay invoices instantly. You can set up daily, weekly or monthly payments for clients and send automatic reminders to help get you paid faster. Keap offers other payment types like PayPal, WePay and Stripe.
Contact Manager
It's important to have a read on your clients, and Keap's contact manager section helps you do just that. It includes client portal tools, you can record every interaction with a contact and use data to create reports like timelines, sales activities, and track traffic on your website.
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Key takeaway: Keap's features include built-in e-commerce, sales automation and contact manager tools.
Keap Pros
Given everything it offers, Keap provides a linear system that isn't baffling. Its customization offerings are a big part of its simple and attractive design. Users can create quality marketing strategies and custom fields.
Keap also provides useful contact features like data points, form submissions, and a record of campaigns and purchases, which is a huge help to sales and marketing teams. Its automated sales correspondence messages move sales tasks along efficiently, and eliminate lulls in communication and action.
Key takeaway: Keap has a plethora of features and tools that make it a very accommodating and easy-to-use program.
Keap Cons
Keap's customer support is only available Monday through Friday between the hours of 6 a.m. to 7 p.m. However, their chat bot service is offered 24/7.
Key takeaway: Keap's phone support is not available on the weekends or after 7 p.m. on weekdays.
Customer Support
When we contacted Keap, the agent we spoke with answered all of our questions about the program. The rep went through each feature in depth, and after the call, followed up with us to make sure we had a complete understanding of the software.
Keap's customer service is available, Monday through Friday, 6 a.m. to 7 p.m. PT, or you can email their sales department. Their chatbot is available 24/7.
Key takeaway: Keap's customer service representatives are very patient and take the time to explain the CRM's features in detail.
Ready to choose a CRM solution? Here's a breakdown of our full coverage:
Editor's note: Looking for the right CRM software for your business? Fill out the below questionnaire to have our vendor partners contact you about your needs.
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There are 28 million small business in the United States, accounting for 54% of sales in the country; and the trend is that the number of small businesses is growing, especially with startups cropping up left and right – not to mention freelancers who have registered their operations as small businesses.
If you’re a small business owner, then you’ll want tools to help you run your operations more smoothly. As you very well know, one of the most crucial aspects is invoicing.
After all, this is the part where you get revenue to come in. Without invoices, your business is dead in the water. For a small business with a handful of clients, it should be straightforward. You may even simply send emails on a weekly or monthly basis.
Crm Invoice Software For Mac Download
However, that is not the optimal system, especially once you acquire more clients. As such, it is a good idea to invest in small business invoicing software. With all the invoice app choices in the market, it may take you some time decide which software to use.
To help with that, we’ve compiled a list of the best small business invoicing software for Mac.
5 best small business invoicing software for Mac
1. Numbers
You may be surprised to see Numbers in this list, especially as the first option. Most people think Numbers as a “mere” spreadsheet software, but it has a lot of other features that makes it a useful invoice app. In fact, Numbers has a template specifically for invoicing. You can even customize it to include time tracking and other details you want to keep tabs on.
Related: Why Apple’s Productivity Apps Should Replace Microsoft Office for Mac Users
Don’t take Numbers for granted. The chances are that you already have it, so using the software for invoices will make you some savings.
Price: $19.99
2. Hiveage
Hiveage is a great cloud-based invoice app – and more. It can send invoices and estimates, as well as auto-bill clients. Additionally, it allows you to accept payments online via PayPal. More than that, it offers options for other payment gateways, which makes it attractive for clients who may not use PayPal.
Another useful feature of this platform is its time tracker, which contributes to overall efficiency. It also offers mileage tracking, detailed financial reports, and more.
They have a free plan, which is more than enough if you’re starting out. Their premium plans are priced reasonably, starting at $19 per month.
You can also look forward to their iOS app, which is coming soon.
3. Billings Pro
Billings Pro is mainly a Mac-based software but has iOS integration, making it convenient for you to create and send cost estimates to leads or new clients. You can choose from different templates.
Its invoicing feature also offers professional-looking templates that make invoices simple to understand.
Pricing: $5 per month for the Freelance package, $10 per month for the Professional package
4. ProfitTrain
Best Invoice Software For Mac
If you want it truly simple, then ProfitTrain is the app you want. Barebones but still powerful enough to power your small business’s invoicing needs with features like client default settings, to-do lists and time tracking, customizable invoice labels, HTML-based invoice templates, and business expenses tracking. It may not be the best-looking invoice app, but it certainly does the job.
Pricing: $49.95
5. Moon Invoice
For an integrated yet simple solution, Moon Invoice is an excellent choice. You can work mainly with the Mac app, but you can also use the invoice app on your iOS device, with its iCloud Sync.
Generate, manage, and track invoices; add payment options to the invoices; and set notifications for regular invoices. The learning curve may be a little longer, but its powerful features make it worth your while.
Free for limited data; $9.99 for iOS and $14.99 for Mac (one-time purchase)
Moon Invoice Subscription Plans: Try for 7 Days Free
Silver Plans – $4.17/M & Yearly $49.99
Gold Plans – $8.33/M & Yearly $99.99
Gold Plans – $8.33/M & Yearly $99.99
Streamline your small business processes as much as you can. This way, you can focus on other critical aspects which will bring in the revenue that you need.
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Still computing invoices manually? Try the above apps. You’ll be doing yourself a favor.