Nifty vs. Zoho Invoice

I've found myself recommending Nifty to other business owners as well as for personal use. I've personally found it to be invaluable when it comes to:

• Daily / Weekly / Monthly / Quarterly recurring tasks
• Creating templates for company processes such as new product creation, marketing strategy, on-boarding, quarterly goals, content management
• Having forms zapped into a new task from multiple locations ensuring they're never overlooked
• Having clear milestones and timelines for projects
• Communicating on projects, tasks, and just in general
• Assigning different components of projects to different people
• Creating prior requirements that must be completed before completing the task

Incentivized

Zoho Invoice streamlines invoicing, payments, and customer interactions, improving financial health and saving time, money, and energy. It ensures billing accuracy, reduces errors, and streamlines client billing by tracking goals and streamlining invoice generation. Zoho Invoice focuses on automation and invocation management to efficiently complete multiple tasks. Zoho Invoice has all the features needed for an invoicing system, but it could be better at integrating with other CRM platforms and simplifying taxation.

• An overview of project timelines and milestones.
• One-on-one or group conversations.
• Tracking the status of projects and tasks.

Incentivized

• Multiple payment platforms integrated for ease of client payment.
• You can create different hourly rates for various tasks or individuals within an organization.
• You can attach files to your invoices.
• Clients get their very own log-in.
• Ability to create credit notes.

Incentivized

• Time Expense could be improved since we cannot edit the previous/past time logs entered.
• Lacks expense management and Purchase order management functionality
• Newest product updates are not always stable and I had to reach Nifty's support team a couple of times in the past to fix the issues with new updates e.g. our document management and meeting integrations had to be re-authorized

Incentivized

• Time tracking, though easy enough, could be simplified. Having the ability to change default settings when entering time could save a few keystrokes.
• The ability to automatically take unbilled hours and pull into a new invoice seems to be there, but it is a bit cumbersome. It also defaults to too much detail. Having the ability to customize would be great.
• The ability to auto-BCC yourself on all invoices sent out would be a nice feature.

Incentivized

There's no comparison. Nifty does what all of these do all in one place (with the exception of Slack's community aspect with hashtagging - not sure if Nifty can do this, never tried) Nifty even has the ability to import directly from many other platforms - I've personally imported projects from Trello and Asana, saving tons of time in migration.

Incentivized

Google Drive stored my invoices in one accessible location but required more time and maintenance. I didn't want to invest the time into building out sheet functions to carry over figures across sheets, so I researched invoicing options. I am already a fan of Zoho services, so it was an easy decision to try out their Invoicing site. Same login, the same level of support, free trial. No risk! I was pleased to find the solution on my first try.

Incentivized

• Consistent communications.
• Staying on project schedule.
• Aligned projects with business strategies.

Incentivized

• Zoho Invoice has created a positive impact by allowing us to successfully organize and track online payments and invoices.
• Zoho Invoice has saved us both time and money by making our invoicing business processes automatic and effortless.
• Zoho Invoice has created a positive return on our investment many times over. It's increased business functions to help generate more profits in shorter periods of time.

Incentivized