Are you running freelancing or small business ? If you are running your own business or a freelancer providing the services to your clients from different geographical location then you must have struggled to manage finance, invoice, and many other related kinds of stuff.
In this article I'll show you TopNotePad Review to solve all these problems.
What is TopNotePad ?
TopNotepad is a cloud-based invoicing, accounting and CRM software that helps you manage your business finances and other aspects of your business like client management like client management, invoice generation, expense tracking, billing and much more etc.
It is a simple and flexible cloud based tool for small businesses. It is their features and hard work that in the very less time, mostly business are now with TopNotePad.
- Create invoices & send it over to your client in one click.
- Integrate your favorite payment processor & get paid online.
- Manage and track inventory. Log all your business expenses.
- Accounting! Don't Sad...The software takes care of that.
- Only financial application, which has an inbuilt CRM tool.
- Invoice Billing
- Expense Management
- Lead Management
- Online Accounting
- Estimates & Quotations
- Free Invoice Template
- User Interface
#ExpenseManagement: It's well said that if one is keeping a track on their expenses, they can manage their budget brilliantly. TopNotepad is letting you do that very easily. Using this online expense management software, you can manage vendors, create custom expense categories, log and track expenses. You can also create your own custom category, upload receipt and even link to the invoices for better tracking.
#LeadsManagement: Every business needs a tool to manage leads. Managing leads are easy if your business is small, but with time it will grow larger and larger and hence you will get lots of leads which are very hard to maintain without a proper lead management software. The solution to manage huge number of leads is a CRM software, that are known to increase conversion rates, if used properly. So, ultimately if you want to grow your business, you need a lead manager software which is a part of CRM software. Here Lead manager of TopNotepad will do the job and will give you the below options - Leads, Notes, Status and Leads Dashboard.
At leads, you can add your leads, just click on add leads Fill the customer's details, save the details and send an email to your customer who is interested in your product. After this, you can add notes to your lead, you can also set the status of your leads. By default, you have 6 different types of statuses like, Fresh lead, contact, converted etc, and the best part is that you can add your own new statuses. The Final option is Leads dashboard, here you will find a small report about your leads sorted by statuses.
#OnlineAccounting: If you are doing transactions, then surely you will need to maintain your accounts. So, the next feature of TopNotepad is Accounting Manager where you can manage your financial transactions in easy way. At TopNotepad You will get 4 major features of accounting management: P&L Statement, Cash Book, Tax Report and Balance Sheet.
You don't need to know much about accounts, you can easily create Profit & Loss statements, you can maintain Cash Book, You can track your Tax report and balance sheet easily with do it yourself interface. With this Software you can generate your balance sheet within few minutes.
#Estimates&Quotations: Not all the clients are the same. Some people want a custom quote before starting the work. That’s why you should understand how to create different types of documents. Estimates & Quotations on TopNotepad provide you with all the options plus a unique function to convert a quote into an invoice.
#FreeInvoiceTemplate: This is the fully free Template for generating Invoices on the go, just fill all the details in the form and it will generate your invoice within seconds.
>> Click here to create TopNotePad FREE account now
#UserInterface: The Interface is quite good, it is fully responsive and also supports small display screens. It means you can use this website on your mobile easily. The colour scheme is good and you will see every setting on your screen. The usability is very good, See below screenshot, A quick UI helper is telling you how to use this software. It makes it easier to understand how to use this software in a more efficient way. All reports is generate less than 2minute.
Pricing: TopNotepad is very flexible in pricing and has come up with three kinds of pricing structure where you can get free as well. Depend on your business, you can select the one which suits you the most.