Enerpize: Cloud-Based Platform to Manage Your Business
Enerpize is a cloud-based platform that is built to help manage your business needs. It allows you to access six fully integrated modules to accelerate your workflow.
Features and Benefits of Enerpize
👉 Pre-filled Invoice Templates – This feature will help you load preset data into any invoice you create with just one click. This will help you get a brand new invoice ready to be sent to your client.
👉 Saved Items and Products – You can also add pre-defined products or services labeled with prices, taxes, and more. And then, you can create your invoice with ease and pick from saved items to make the process faster.
👉 Email Templates – This feature will help you customize your emails to suit different clients and payment processes and send them messages with attached invoices at speed.
👉 Invoice Preview – You will be able to see previews of invoices before sending them to clients. This will allow you to edit or fix invoices before saving them into the system or sending them to the clients without any delays.
👉 Deposit Payment – This feature will allow your clients to put down a deposit on any issued invoices and complete the final payment later.
👉 Automatic Reminders – You can also create a series of simple payment requests and email reminders, which the system can send at a predetermined time.
👉 Attaching Documents – This feature allows you to upload files to your document store and with a single click, you can attach them to your estimate or invoice. You can also keep all documents related to a specific transaction in only one place.
👉 Terms and Conditions – You can also upload your company’s “Terms and Conditions” documents that can be automatically attacked into invoices or written for specific invoices or clients to acknowledge those terms.
👉 Subscription Tracking – This feature allows you to track current subscriptions and view previous invoices and payments. You can also see future invoices and when they will be sent along with any reminders or documents already sent to the client.
👉 Create Estimates Instantly – You can also have a pre-filled estimate templates with different products and services with taxes or discounts set. This will also help you to use and create estimates for your clients any time.
👉 Follow Up Your Estimates – This feature will help you turn an estimate into a printable document, create a direct link or email it to your clients who are able to view, approve, and negotiate online. This means that you can freely convert those files into an invoice.
👉 Email Billing – You can also insert a secure online payment link into the invoice and make payment management simpler for your client.
👉 Accept Payment Online – This means that you can offer various online payment gateway options like Paypal, Paymate, Stripe, and etc. for simple and more secure online transactions.
👉 Accept Payment Offline – You can also give your clients the option to pay offline by cheque or direct bank deposit with an easy process for you to receive payments. You can confirm and set any of the invoices as paid.
👉 Deposits and Partial Payment – This feature allows you to enter deposits and partial payments for an invoice. You can also manage client accounts more efficiently with payment logos.
👉 Face-to-Face Credit Card – You can charge your clients in the store or face-to-face using a credit card payment.
👉 Multi-currency – This software caters to multiple currencies and taxes. You can set default currencies for specific clients, and invoices and then generate statements and reports related to each currency used.
👉 Invoice Custom Layout – This feature helps you create customized templates and a variety of other visual designs you could use when sending an invoice to your clients.
👉 Track Stock – This feature will give you updates about the current stock, and activate alarms in low stock when a critical level has been reached.
👉 Barcode – These will help you eliminate the possibility of human error.
👉 Salespersons Tracking – You can keep a record of salespersons’ activities, actions, opportunities, calls, and emails. This tracking will give you an idea about your sales team performance per individual.
👉 Reports – You will be able to communicate information which has been compiled as a result of research and analysis of data and issues.
👉 Support A4 and Thermal Printing – This feature will help you choose from a broad variety of material to print your business invoice on, such as A4 and terminal papers used in cashier receipts.
👉 Shipping Labels – You can also have shipping labels affixed to your packages. You will only have to pay the shipping cost or any services you choose with the signature confirmation.
👉 Group Prices – This feature will help you insert a specific selling or buying price which could be charged or paid into a unique client or vendor who is having special priced terms with your company.
Who is Enerpize for?
👉 Business owners who needs a tool that can help them do all the business management tasks efficiently.
👉 Sales teams looking to find the best all around tool to help them with their management tasks.
👉 Team leads who need help tending to their tasks and collecting payments from their clients.
Things to Note About Enerpize
👉 It needs to be integrated with more platforms and software.
👉 You won’t be able to configure your CNAME.You need to submit a request to the developers.
👉 Founded in 2018