Name: Fusion Invoice
Price: 99 USD
Author: Square Pig Interactive

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FusionInvoice is a self-hosted invoicing and simple CRM system designed for freelancers and small businesses. According to the vendor, it provides a solution for managing invoices, quotes, client information, and payments. With its customizable templates, recurring invoices, and online payment integration, FusionInvoice aims to streamline the invoicing process and improve efficiency. It is targeted at a wide range of professionals and industries, including web designers and developers, software consultancy agencies, computer programmers, computer repair shops, and small internet and communication providers.

## Key Features

**Customizable Templates**: According to the vendor, FusionInvoice offers a range of customizable templates for invoices and quotes. Users can modify the templates using standard HTML & CSS or configure them in the system settings.

**Recurring Invoices**: The vendor states that users can set up recurring invoices in FusionInvoice, automating the process of sending out invoices on a specified frequency. This feature aims to eliminate the need for manual invoice creation each month.

**Host on Your Own Server**: FusionInvoice is a self-hosted solution, allowing users to install it on their own server. The vendor claims that this eliminates the need for monthly fees and provides users with full control over the system.

**Online Payment Integration**: According to the vendor, FusionInvoice seamlessly integrates with popular payment gateways such as PayPal, Stripe, and Mollie. This integration enables clients to view and pay their invoices online, offering a convenient payment option.

**Client Information Management**: FusionInvoice provides a centralized place to manage client information, including invoices, quotes, contact details, payments, and notes. The vendor suggests that this feature streamlines the process of managing client interactions.

**Multiple Currency Support**: According to the vendor, users can invoice clients in their preferred currency, and FusionInvoice handles the conversion and payment process for different currencies. This feature aims to simplify international invoicing.

**Saved Item Lookups**: FusionInvoice allows users to save frequently invoiced items, making it easy to quickly select and add them to invoices. The vendor claims that this feature saves time on data entry and improves efficiency.

**Data Import**: The vendor states that FusionInvoice supports data import from other systems in CSV format, making it easy to migrate existing data and seamlessly transition to FusionInvoice.

**Customizable Reports**: According to the vendor, FusionInvoice provides customizable reports to track various aspects of the business, including profit and loss, sales by client, item sales, payments, and taxes owed. This feature aims to help users gain valuable insights into their financial performance.

**Expense Tracking**: The vendor claims that users can track their expenses in FusionInvoice and categorize them, making it easy to bill expenses directly to customer invoices. This feature aims to simplify expense management and ensure accurate billing.

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Teamgate CRM

PlanPlus Online is planning and organization software that integrates productivity tools into a complete customer relationship management solution.

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PlanPlus Online Business Edition

PlanPlus Online

Fusion Invoice

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Square Pig Interactive

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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Fusion Invoice

Overview

What is Fusion Invoice?