TopNotepad

TopNotepad

All-in-one software for managing small businesses

4.7/5 (74 avis)

TopNotepad - Présentation

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.

Prix

À partir de
12,50 $US/mois
Types de licence
version d'essai gratuite
Gratuit
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

Asie, Australie, Canada, Inde, Afrique et Moyen-Orient, Royaume-Uni, États-Unis

Langues

anglais

TopNotepad - Avis

Note globale
4.7/5
96% d'avis positifs
58
Excellent
13
Très bien
3
Moyen
0
Médiocre
0
Horrible
Loriana B.
Traduire avec Google Translate

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

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 01/04/2018
Provenance de l'avis : Capterra

Avantages

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.

Inconvénients

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

Note détaillée

Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Trang H.
Traduire avec Google Translate

A simple to manage your business

Logiciel utilisé tous les jours pendant Version d’essai gratuite
Publié le 16/12/2018
Provenance de l'avis : Capterra

Avantages

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.

Inconvénients

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

Note détaillée

Simplicité d'utilisation

Probabilité de recommander le produit

10.0/10
Jean hazel S.
Traduire avec Google Translate

Affordable choice for managing my invoices.

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 12/06/2018
Provenance de l'avis : Capterra

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Sarah E.
Traduire avec Google Translate

Awesome software: It just cannot get simpler than this!

Logiciel utilisé tous les jours pendant 1 à 5 mois
Publié le 23/08/2016
Provenance de l'avis : 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.

Avantages

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

Inconvénients

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

Réponse de Top Notepad

Thanks Sarah.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Elle M.
Traduire avec Google Translate

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

Logiciel utilisé toutes les semaines pendant plus d'un an
Publié le 23/03/2019
Provenance de l'avis : 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.

Avantages

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

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10

TopNotepad - Prix

À partir de
12,50 $US/mois
Types de licence
version d'essai gratuite
Gratuit
Abonnement
Rapport qualité-prix

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

TopNotepad - Fonctionnalités

  • Facturation
  • Gestion des factures
  • Importation et exportation de données
  • Suivi des frais

  • API
  • Analyse financière
  • Données en temps réel
  • Gestion de la comptabilité
  • Gestion de la conformité
  • Gestion des flux de travail
  • Intégration comptable
  • Intégration de tiers
  • Notifications automatiques
  • Paiements électroniques
  • Prise en charge de plusieurs devises
  • Rapports et statistiques
  • Rapports personnalisables
  • Réceptions
  • Tableau de bord d'activités
  • Traitement des factures

Plus d'informations sur TopNotepad

TopNotepad - Principales fonctionnalités

  • 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

Avantages

  • 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.

  • TopNotepad - FAQ

    Voici quelques-unes des questions fréquentes sur TopNotepad.

    Q. Quels sont les types de licence disponibles pour TopNotepad ?

    Types de licences disponibles pour TopNotepad :

    À partir de: 12,50 $US/mois

    Type de licence: Gratuit, Abonnement

    version d'essai gratuite: Non disponible

    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

    Q. Quelles sont les principales fonctionnalités du logiciel TopNotepad ?

    Fonctionnalités du logiciel 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

    Q. Qui utilise TopNotepad ?

    Utilisateurs habituels du logiciel TopNotepad :

    Auto-entrepreneurs, PME

    Q. Dans quelles langues TopNotepad est-il disponible ?

    Langues dans lesquelles TopNotepad est disponible :

    anglais

    Q. Quels sont les types de licence disponibles pour TopNotepad ?

    Types de licences disponibles pour TopNotepad:

    Gratuit, Abonnement

    Q. TopNotepad prend-il en charge les appareils mobiles ?

    Nous n'avons pas d'informations sur les appareils pris en charge par TopNotepad.

    Q. Avec quelles applications TopNotepad peut-il s'intégrer ?

    Nous n'avons pas d'informations sur les intégrations offertes par TopNotepad.

    Q. Quelles sont les ressources d'aide disponibles pour TopNotepad ?

    Ressources d'aide disponibles pour TopNotepad :

    FAQ, Support en ligne, Tutoriels vidéo