Invoices + Estimates + Subscriptions + Proposals + eSigning
Get Paid Online + Subscription Payments + Membership Site.
A complete solution for sending invoices & receiving payments directly in the Portal + a fully featured Subscription Payment & Membership Site solution that provides powerful subscription management options for both you and the client.
Manage your business like a pro with SIM Software, the All-In-One Business Software that empowers collaboration with your team, and streamlines interaction with your clients.
Replaces...
Invoices + Estimates + Subscriptions + Proposals + eSigning
Get Paid Online + Subscription Payments + Membership Site.
A complete solution for sending invoices & receiving payments directly in the Portal + a fully featured Subscription Payment & Membership Site solution that provides powerful subscription management options for both you and the client.
Manage your business like a pro with SIM Software, the All-In-One Business Software that empowers collaboration with your team, and streamlines interaction with your clients.
Replaces...
A Complete Billing Solution
CRAFT AND SEND ESTIMATES AND INVOICES, INCORPORATING ITEMS, SUBSCRIPTIONS, AND DISCOUNTS. CLIENTS CAN CONVENIENTLY PAY ONLINE WITH OUR PAYMENT INTEGRATION.
- Build and send out estimates and invoices to prospects & clients, using 'Items', 'Subscription Plans'., 'Add-Ons', 'Packages', 'Taxes', and 'Discounts.'
- Clients can easily pay their invoices online using our convenient payment integration solution.
- Powerful installment payments lets you easily manage custom payment arrangements with your clients.
- You'll be notified as soon as a client makes a payment.
A Complete Billing Solution
CRAFT AND SEND ESTIMATES AND INVOICES, INCORPORATING ITEMS, SUBSCRIPTIONS, AND DISCOUNTS. CLIENTS CAN CONVENIENTLY PAY ONLINE WITH OUR PAYMENT INTEGRATION.
- Build and send out estimates and invoices to prospects & clients, using 'Items', 'Subscription Plans'., 'Add-Ons', 'Packages', 'Taxes', and 'Discounts.'
- Clients can easily pay their invoices online using our convenient payment integration solution.
- Powerful installment payments lets you easily manage custom payment arrangements with your clients.
- You'll be notified as soon as a client makes a payment.
Dynamic Digital Proposals
AUTOMATICALLY GENERATED AT THE PERFECT MOMENT, THESE INTERACTIVE PROPOSALS ALLOW REAL-TIME "SHOPPING" CHOICES, INSTANT ACCEPTANCE AND IMMEDIATE PAYMENT VIA CREDIT CARD OR BANK PAYMENTS.
- Build Proposals that can be auto-generated dynamically at exactly the right moment in your workflow.
- Dynamic Proposals allow interactive selections and choices made by your prospect.
- Clients can seamlessly pay online using our convenient, integrated payment solution Proposal signing.
- Automate the entire proposal to payment process and you've saved many hours of work every week.
Dynamic Digital Proposals
AUTOMATICALLY GENERATED AT THE PERFECT MOMENT, THESE INTERACTIVE PROPOSALS ALLOW REAL-TIME "SHOPPING" CHOICES, INSTANT ACCEPTANCE AND IMMEDIATE PAYMENT VIA CREDIT CARD OR BANK PAYMENTS.
- Build Proposals that can be auto-generated dynamically at exactly the right moment in your workflow.
- Dynamic Proposals allow interactive selections and choices made by your prospect.
- Clients can seamlessly pay online using our convenient, integrated payment solution Proposal signing.
- Automate the entire proposal to payment process and you've saved many hours of work every week.
Subscription Plans & Recurring Invoices
ENSURE ACCURATE BILLING, EASY PAYMENTS, AND STEADY CASHFLOW WITH SIM SOFTWARE'S SUBSCRIPTION PLANS AND RECURRING INVOICES.
- Set up a subscription plan to automatically charge clients on a recurring schedule, ensuring steady cashflow and reducing administrative tasks.
- Create initial invoices that include both one-time payments and subscription plans, tailoring billing to meet diverse client needs.
- Utilize a 'Recurring Generator' to automatically populate invoices for clients on a set schedule, streamlining your invoicing process and saving time.
Subscription Plans & Recurring Invoices
ENSURE ACCURATE BILLING, EASY PAYMENTS, AND STEADY CASHFLOW WITH SIM SOFTWARE'S SUBSCRIPTION PLANS AND RECURRING INVOICES.
- Set up a subscription plan to automatically charge clients on a recurring schedule, ensuring steady cashflow and reducing administrative tasks.
- Create initial invoices that include both one-time payments and subscription plans, tailoring billing to meet diverse client needs.
- Utilize a 'Recurring Generator' to automatically populate invoices for clients on a set schedule, streamlining your invoicing process and saving time.
Stored Payment Information
CLIENTS CAN UPDATE THEIR PAYMENT INFO DIRECTLY IN THEIR BILLING DASHBOARD. ALL PAYMENT DATA IS ENCRYPTED IN TRANSIT AND STORED SECURELY VIA A 3RD PARTY & PCI-COMPLIANT VAULTING SERVICE.
- Send a request to clients to enter their payment details through a bank-level encryption process - it's secure and convenient.
- Clients can authorize your company to make payments on their behalf, simplifying the payment process and ensuring timely transactions.
- To ensure data is fully protected, payment information is stored and secured by a PCI-Compliant third-party processor.
- Clients can easily update their stored payment information directly in their billing dashboard, maintaining accuracy and convenience.
Stored Payment Information
CLIENTS CAN UPDATE THEIR PAYMENT INFO DIRECTLY IN THEIR BILLING DASHBOARD. ALL PAYMENT DATA IS ENCRYPTED IN TRANSIT AND STORED SECURELY VIA A 3RD PARTY & PCI-COMPLIANT VAULTING SERVICE.
- Send a request to clients to enter their payment details through a bank-level encryption process - it's secure and convenient.
- Clients can authorize your company to make payments on their behalf, simplifying the payment process and ensuring timely transactions.
- To ensure data is fully protected, payment information is stored and secured by a PCI-Compliant third-party processor.
- Clients can easily update their stored payment information directly in their billing dashboard, maintaining accuracy and convenience.
My Billing Dashboard
EMPOWER CLIENTS TO MANAGE THEIR BUSINESS INTERACTIONS, VIEW SUBSCRIPTIONS, OUTSTANDING INVOICES, AND PROPOSALS AT A GLANCE. EASILY ADD/REMOVE PAYMENT INFORMATION, CHANGE PAYMENT METHODS, AND PAY INVOICES, OR APPROVE ESTIMATES.
- Each of your clients have their own billing dashboard where they can see everything related to their business with you.
- At-a-glance summary of your client's current subscriptions, outstanding invoices, and current estimates & proposals.
- Your clients can easily add/remove stored payment information, or change the payment method for their current subscriptions.
- Clients can pay invoices, approve estimates, and proposals right from the dashboard.
My Billing Dashboard
EMPOWER CLIENTS TO MANAGE THEIR BUSINESS INTERACTIONS, VIEW SUBSCRIPTIONS, OUTSTANDING INVOICES, AND PROPOSALS AT A GLANCE. EASILY ADD/REMOVE PAYMENT INFORMATION, CHANGE PAYMENT METHODS, AND PAY INVOICES, OR APPROVE ESTIMATES.
- Each of your clients have their own billing dashboard where they can see everything related to their business with you.
- At-a-glance summary of your client's current subscriptions, outstanding invoices, and current estimates & proposals.
- Your clients can easily add/remove stored payment information, or change the payment method for their current subscriptions.
- Clients can pay invoices, approve estimates, and proposals right from the dashboard.
Time Tracking & Billing
TEAM MEMBERS CAN TRACK TIME SPENT WITH A SIMPLE TIMER, PERFECT FOR CLIENT CALLS OR ON-THE-GO TASKS. CONVERT TRACKED HOURS INTO INVOICES WITH EASE, AND SET DEFAULT RATES (WITH THE OPTION TO KEEP THEM HIDDEN). SIM SOFTWARE ENSURES YOU CAPTURE EVERY BILLABLE MINUTE FOR MAXIMUM PROFITABILITY.
- Internal users can track time spent on particular tasks or projects, then convert those completed timers into billable hours.
- Timers provide an easy and intuitive way to keep track of time spent on 'on-the-go' tasks like client conference calls and work lunches.
- Set default hourly rates for each user, and optionally hide it if you don't want them to know your billing amount for their work.
- Easily convert tasks from projects directly into billable items, and add them directly to invoices.
Time Tracking & Billing
TEAM MEMBERS CAN TRACK TIME SPENT WITH A SIMPLE TIMER, PERFECT FOR CLIENT CALLS OR ON-THE-GO TASKS. CONVERT TRACKED HOURS INTO INVOICES WITH EASE, AND SET DEFAULT RATES (WITH THE OPTION TO KEEP THEM HIDDEN). SIM SOFTWARE ENSURES YOU CAPTURE EVERY BILLABLE MINUTE FOR MAXIMUM PROFITABILITY.
- Internal users can track time spent on particular tasks or projects, then convert those completed timers into billable hours.
- Timers provide an easy and intuitive way to keep track of time spent on 'on-the-go' tasks like client conference calls and work lunches.
- Set default hourly rates for each user, and optionally hide it if you don't want them to know your billing amount for their work.
- Easily convert tasks from projects directly into billable items, and add them directly to invoices.
Time Tracking Widget
PERSISTENT, REAL-TIME TRACKING RIGHT FROM YOUR WORKSPACE. MANAGE ALL TIMERS FROM THE WIDGET, REGARDLESS OF LOCATION WITHIN THE PLATFORM. CUSTOMIZE ITS PLACEMENT AND VISINILITY FOR YOUR TEAM, ENSURING EVERYONE STAYS FOCUSED AND BILLABLE HOURS ARE CAPTURED EFFORTLESSLY.
- Have full control and manage all timers right from the widget, from anywhere in the platform.
- Use a persistent on-screen widget that tracks in real time in both the widget and browser tab.
- Click and drag the widget vertically to ensure nothing on the page is obscured.
- Turn the widget on or off, and configure which roles can see the widget in their account.
Time Tracking Widget
PERSISTENT, REAL-TIME TRACKING RIGHT FROM YOUR WORKSPACE. MANAGE ALL TIMERS FROM THE WIDGET, REGARDLESS OF LOCATION WITHIN THE PLATFORM. CUSTOMIZE ITS PLACEMENT AND VISINILITY FOR YOUR TEAM, ENSURING EVERYONE STAYS FOCUSED AND BILLABLE HOURS ARE CAPTURED EFFORTLESSLY.
- Have full control and manage all timers right from the widget, from anywhere in the platform.
- Use a persistent on-screen widget that tracks in real time in both the widget and browser tab.
- Click and drag the widget vertically to ensure nothing on the page is obscured.
- Turn the widget on or off, and configure which roles can see the widget in their account.
I really like how it is an all-in-one platform that can handle many of the tasks that you would normally need separate tools to do the same job. The CRM is really handy for managing my contacts all in one place as well as being able to manage the contacts' projects and tasks all in the same dashboard.
- Christian C.
I really like how it is an all-in-one platform that can handle many of the tasks that you would normally need separate tools to do the same job. The CRM is really handy for managing my contacts all in one place as well as being able to manage the contacts' projects and tasks all in the same dashboard.
- Christian C.
Consolidate Your Processes & Save BIG On Software Costs
SIM Software is the ultimate All-In-One Business Software multi-tool, perfect for small to medium sized businesses seeking to streamline and automate their systems & processes. Essential business tools are elegantly consolidated into a single pre-integrated and inter-automated platform. Say goodbye to expensive & inefficient jumbles of "One-Trick Pony" software.
Consolidate Your Processes & Save BIG On Software Costs
SIM Software is the ultimate All-In-One Business Software multi-tool, perfect for small to medium sized businesses seeking to streamline and automate their systems & processes. Essential business tools are elegantly consolidated into a single pre-integrated and inter-automated platform. Say goodbye to expensive & inefficient jumbles of "One-Trick Pony" software.
Automated CRM
Onboarding
Client Portal
Your Branding
Digital Marketing
Appointment Scheduling
Digital Dynamic Proposals
Billing + Packages
Contracts & eSignature
Project & Task Management
Payments & Subscriptions
File Exchange
Learning Management
Support Tickets
Interactive Community
Secure Messaging
Automated CRM
Onboarding
Client Portal
Your Branding
Digital Marketing
Appointment Scheduling
Digital Dynamic Proposals
Billing + Packages
Contracts & eSignature
Project & Task Management
Payments & Subscriptions
File Exchange
Learning Management
Support Tickets
Interactive Community
Secure Messaging
For more information on SIM Software click on the 'Book Now' link to book a demo on the software. Or to start your free trial, click on the link to start your 30-day free trial now.
For more information on SIM Software click on the 'Book Now' link to book a demo on the software. Or to start your free trial, click on the link to start your 30-day free trial now.