TopNotepad

TopNotepad

All-in-one software for managing small businesses

4.7/5 (75 avaliações)

Resumo do TopNotepad

TopNotepad is a cloud-based business management solution for small businesses and freelancers which covers accounting, invoicing, quotes and estimates, customer relationship management (CRM), lead management, expense management, and more.

TopNotepad’s billing and invoicing tools allow users to create branded invoices, with the system automatically populating the relevant fields with the company address, logo, and terms & conditions once the invoice particulars are entered. Custom quotations and estimates can be created in a similar manner, and once approved by clients can be converted into invoices with a single click. Invoices can be sent out to clients, with attached documents or folders, and reminders can also be sent for unpaid invoices. Payments can be logged against invoices, and payment receipts generated and sent out to clients. The client list allows users to track all payments and invoices at the client level. Expenses can also be recorded, linked to specific invoices, grouped into custom categories, and receipts can be uploaded and stored for future reference.

The customer relationship management (CRM) and lead management capabilities of TopNotepad allow users to import leads from CSV files, and either automatically or manually allocate leads to their colleagues. Custom lead pipelines can be set up to reflect the company’s business model, and users can track lead distribution across the pipeline. Users can set reminders to ensure that leads are promptly followed up with, and the built-in dashboard gives an overview of team performance.

Preços

A partir de
US$ 12,50/mês
Opções de preços
Avaliação gratuita
Gratuito
Assinatura
Relação qualidade/preço

Dispositivos

Porte da empresa

P
M
G

Mercados

Ásia, Austrália, Canadá, Índia, África e Oriente Médio, Reino Unido, Estados Unidos

Idiomas

Inglês

TopNotepad - Avaliações

Classificação geral
4.7/5
96% avaliações positivas
58
Excelente
14
Muito bom
3
Média
0
Ruim
0
Péssimo
Loriana B.
Traduzir com Google

This is the best Invoicing and accounting software I came across after trying 7 other tools

Usado Diariamente durante Mais de um ano
Avaliado em 01/04/2018
Fonte da avaliação: Capterra

Vantagens

I have finally settled for this software. I have been trying multiple tools, taking trial of every possible tool out there before I found TopNotepad. It is the simplest of all. No accounting jargon, simple and clean software for business invoicing, quotation making and accounting.

Desvantagens

Have not explored the software enough to do justice to this section. I am able to accomplish my tasks, no issues in that.

Detalhamento da qualificação

Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
Trang H.
Traduzir com Google

A simple to manage your business

Usado Diariamente durante Avaliação gratuita
Avaliado em 16/12/2018
Fonte da avaliação: Capterra

Vantagens

I'm trying to find a tool to manage expense for projects in my team and I found this website. By using its trial version I can see the benefits that it brings to me. I can add more clients, estimate expense, manage involves, payments and refunds. I also can add and import products. This website comes with 2 categories: Sales and Purchases so you can make your business very clear. The accounting function also helps you with cash book and bank book. I believe the functions of this website are enough for you to manage your business. You can use the trial version before purchasing for a paid account.

Desvantagens

I think it is good enough for me, so I have nothing to complaint.

Detalhamento da qualificação

Praticidade

Probabilidade de recomendação

10.0/10
Jean hazel S.
Traduzir com Google

Affordable choice for managing my invoices.

Usado Diariamente durante Mais de um ano
Avaliado em 12/06/2018
Fonte da avaliação: Capterra

Vantagens

Creating invoices in this application is easy, simple and intuitive. All my documents are safe and securely saved in my profile and I can access them wherever I go.

Desvantagens

Maybe to develop some more 3rd party integrations. Tax calculations could be improved. Aside from that, there is nothing more to dislike about this software.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Sarah E.
Traduzir com Google

Awesome software: It just cannot get simpler than this!

Usado Diariamente durante 1 a 5 meses
Avaliado em 23/08/2016
Fonte da avaliação: Capterra

The only reason I promoted myself to online invoicing is because of TopNotepad. I used to bill my clients using a word template and it was a nightmare to search for archived invoices and track payments. TopNotepad is a solution for not just the problems I stated but also a solution for many more aspects of book keeping, which I could never come to terms with earlier. Now I am not only using this simple tool for invoicing but also log all my expenses on a daily basis and am in complete control of my finances.

Vantagens

As my title clearly says, it is super simple to use
- Filter options let us pull any invoice, expense item in just few clicks
- A click of a button and you can download the entire data in simple to understand, neat and well structured excel sheets

Desvantagens

Can't thing of any, seriously.
Nope, still can't.

Resposta do Top Notepad

Thanks Sarah.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
Elle M.
Traduzir com Google

Our department has been using TopNotepad and it has helped organize our expenses

Usado Semanal durante Mais de um ano
Avaliado em 23/03/2019
Fonte da avaliação: Capterra

Our department has been TopNotepad for just over a year. I initially used it for personal use, and then decided to give it a try at the agency. It has been very helpful for keeping expense records organized. It has saved time in managing and recording expenses, and it also gives reports that are useful for helping decide if expenses are too high, or which expenses are waiting to be paid. We will be continuing to use TopNotepad.

Vantagens

I like that it saves my department time in recording and managing expenses, ultimately making us more efficient and productive.

Desvantagens

It takes a little time to learn how the system works, but I think that is because we are only using a subset of its large feature set, so it is not really a negative.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10

Preço do TopNotepad

A partir de
US$ 12,50/mês
Opções de preços
Avaliação gratuita
Gratuito
Assinatura
Relação qualidade/preço

Free - 1 user, limited to 5 estimates, invoices, expenses, clients & leads.

Pond - 1 user: $12.50/month or $120/year

Lake - 5 users: $25/month or $240/year

Recursos do TopNotepad

  • Cobrança e faturamento
  • Controle de despesas
  • Gerenciamento de faturas
  • Importação/exportação de dados

  • API
  • Análise financeira
  • Criação de relatórios personalizável
  • Dados em tempo real
  • Gestão da contabilidade
  • Gestão de conformidade
  • Gestão do fluxo de trabalho
  • Integração da contabilidade
  • Integração de terceiros
  • Múltiplas moedas
  • Notificações automáticas
  • Pagamentos eletrônicos
  • Painel de atividades
  • Processamento de faturas
  • Recebimento
  • Relatórios e estatística

Mais informações sobre TopNotepad

Principais recursos do TopNotepad

  • Automated reminders
  • Balance sheet
  • Cash book
  • Client list
  • Custom expense categories
  • Custom lead pipelines
  • Customer relationship management (CRM)
  • Data export to PDF & Excel
  • Email integration
  • Estimate & quote creation
  • Expense assignment
  • Expense dashboard
  • Expense management
  • File attachments
  • Invoice & payment summary
  • Invoice dashboard
  • Invoicing
  • Lead allocation
  • Lead import
  • Lead management
  • Payment gateway integration
  • Payment logging
  • Profit & loss statement
  • Receipt upload

Vantagens

  • TopNotepad automatically populates the company logo, address, and terms & conditions in the relevant fields of invoices, allowing users to create custom invoices with minimal data entry.

  • Expenses can be logged and assigned to invoices, grouped into custom categories, and apportioned to different branches.

  • Lead data can be imported from CSV files, and once leads are uploaded into the system users can manually or automatically allocate them between colleagues, set follow-up reminders, and more.

  • A balance sheet, profit and loss statement, and cash book are built into the system, allowing users to manage their business’ accounting needs.

  • Quotations and estimates can be created and sent out to clients, and converted into invoices once approved by the client.

  • Perguntas frequentes sobre o TopNotepad

    Abaixo estão algumas perguntas frequentes sobre o TopNotepad.

    P: Que tipo de planos o TopNotepad oferece?

    O TopNotepad oferece os seguintes planos de pagamento:

    A partir de: US$ 12,50/mês

    Modelo de preços: Gratuito, Assinatura

    Avaliação gratuita: Não disponível

    Free - 1 user, limited to 5 estimates, invoices, expenses, clients & leads.

    Pond - 1 user: $12.50/month or $120/year

    Lake - 5 users: $25/month or $240/year

    P: Quais são os principais recursos do TopNotepad?

    O TopNotepad oferece os seguintes recursos:

    • Automated reminders
    • Balance sheet
    • Cash book
    • Client list
    • Custom expense categories
    • Custom lead pipelines
    • Customer relationship management (CRM)
    • Data export to PDF & Excel
    • Email integration
    • Estimate & quote creation
    • Expense assignment
    • Expense dashboard
    • Expense management
    • File attachments
    • Invoice & payment summary
    • Invoice dashboard
    • Invoicing
    • Lead allocation
    • Lead import
    • Lead management
    • Payment gateway integration
    • Payment logging
    • Profit & loss statement
    • Receipt upload

    P: Quem costuma usar o TopNotepad?

    Os clientes habituais do TopNotepad são:

    Autônomos, Pequenas empresas

    P: Em que idioma o TopNotepad está?

    O TopNotepad está nos seguintes idiomas:

    Inglês

    P: Que tipo de planos o TopNotepad oferece?

    O TopNotepad tem os seguintes planos de preços:

    Gratuito, Assinatura

    P: O TopNotepad é compatível com disponíveis móveis?

    Não temos informações sobre os dispositivos compatíveis com o TopNotepad.

    P: O TopNotepad se integra com quais outros aplicativos?

    Não temos informações sobre quais integrações o TopNotepad oferece.

    P: Que nível de suporte o TopNotepad oferece?

    O TopNotepad oferece as seguintes opções de suporte:

    FAQs, Suporte online, Tutoriais em vídeo