Armatic is an end-to-end revenue lifecycle management system which supports all-in-one accounts receivable management, billing, payments, subscriptions, proposals, plus eSignatures, late fee management, multiple communication and process workflows, customer portals, and more, for finance, sales and customer success teams. As a cloud-based solution, Armatic gives users the flexibility to manage the revenue lifecycle anytime, anywhere, via any internet-enabled device.
Designed to help users manage the entire revenue lifecycle, Armatic provides users with the tools to manage everything from quotations through to contract signatures, invoice creation and automated customer follow-ups. Armatic allows users to connect their accounting system and add their finance, sales and support teams, as well as view all of their email and phone communications, invoices, and customer contracts, from the same centralized platform.
Armatic synchronizes seamlessly with accounting systems such as Xero and QuickBooks, allowing users to create invoices and subscriptions easily from their accounting connected price tables. Armatic supports customizable invoice reminders which users can personalize to their needs, so that customers receive reminders about invoice due dates and payment options automatically. Customers can view and download invoices or make payments on their own from Armatic’s customer portal.
Dynamic assignment rules and triggers help ensure efficient customer communication, enabling users to create and send communication automatically by email, phone, mail, chat or notification. Other Armatic features include tasks, roles, and document management. Document management tools allow users to upload, share and store customer documents such as marketing documents, eSigned contracts, product guides, and more.
Software by Armaticarmatic.io