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Average Ratings 0 Ratings
Description
Efficiently handle client data through an intuitive interface that allows you to keep a record of all interactions, including phone calls, emails, and actions taken. You can also monitor both incoming and outgoing payments while generating invoices seamlessly. Comprehensive reports are readily accessible, such as Aging in/out, Invoices, and Client History, along with any tailored reports you require, ensuring everything remains well-organized for each client. Furthermore, there is an Insurance Module that enables the tracking of QuickQuotes linked to existing or personalized QuickQuote systems, providing instant access to this information. This system is also designed to integrate smoothly with current TIFA applications or any other platforms you may use. Overall, this solution streamlines your client management process, enhancing both efficiency and accuracy.
Description
VendorMode is a job management platform designed specifically for small B2B teams seeking an efficient solution for handling quotes, contracts, invoices, and customer interactions all in one centralized location. Rather than relying on spreadsheets and various disconnected applications, teams benefit from a streamlined workflow that ensures jobs are managed systematically from inception to completion. The integrated catalog allows for the consistency of products, services, fees, and taxes across the organization. Information seamlessly transitions from quotes to contracts and invoices, minimizing the need for manual data entry and reducing the likelihood of mistakes. Clients can receive quotes and invoices in PDF format, with a comprehensive send history automatically recorded. Additionally, a dashboard provides insights into billing activities, including total billed amounts, payments received, leading customers, and overdue invoices. All customer contacts, vendors, documents, and communication records are maintained in an organized manner, ensuring easy access and retrieval. This holistic approach not only enhances productivity but also fosters better collaboration within the team.
API Access
Has API
API Access
Has API
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Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$29/month
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
J&J Technology Consulting
Founded
2007
Country
United States
Website
www.jjtechnologyconsulting.com
Vendor Details
Company Name
VendorMode
Founded
2025
Country
United States
Website
vendormode.com
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