Ratio

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This extensive deal-to-cash management system integrates lead tracking, proposal creation, invoice generation, payment processing, and collection management within a unified workspace, streamlining the entire sales and payment lifecycle for service-oriented businesses. It offers key features such as a visual pipeline to monitor prospects through each sales stage, automated follow-up workflows to ensure timely payments, seamless online payment options via credit card or ACH transfers, and natural language interaction with integrated chat capabilities, effectively addressing problems related to disconnected tools, manual follow-up, delayed payments, and scattered data, making it ideal for service providers, consultants, agencies, and freelancers seeking an efficient, all-in-one solution to improve cash flow, boost productivity, and simplify client relationship management.

Ratio kann gefunden werden in Invoicing & Payment Processing Kategorien.

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Screenshots

Details

Ratio Hauptfunktionen

• Dashboard
  The dashboard shows your open proposals, invoices, appointments, calendar, and action items in one place.
• CRM with Chat
  Ask the system questions about your business in simple words, like 'Who owes me money?' and get instant answers.
• Online Payments
  Clients can pay invoices online easily, so you get your money faster and avoid manual work.
• Invoices & Payments
  Send invoices quickly, and your clients can pay online with credit card or bank transfer.
• Pipeline Management
  You can see and manage your leads, clients, contacts, and communication history on a visual pipeline.
• All-in-One Workspace
  Keep track of your entire deal-to-cash process in one system, so you don’t need many tools.
• Follow-up Automation
  Set up reminders to follow up on overdue invoices, and the system will send emails and track responses.
• Proposals & Contracts
  You can create, send, and get proposals and contracts accepted online by your clients.

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Ratio-Alternativen

Centripe Befördert

This comprehensive platform streamlines sales, marketing, and customer succes...

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