Sunrise is extremely easy to set up and simplifies most accounting processes. We love how easy it is to upload receipts, even via mobile, and connect them to their relevant expense.

I love the simple design and customizability of this software. Very easy to use and is a joy to show off to clients.

The email receipts does not work effectively when trying to see the scanned receipts detail, making it difficult to match correctly. The monthly fee is to high if your needing a book keeper.

The inability to resize columns in the invoices.

Overall, this has been a remarkable software, and the support is outstanding.

I dislike that it has not been intergrated with PayPal yet.

The orientation and customer support are also outstanding.

Using Sunrise is very simple and has everything I need as a small business owner. I love how it integrates and matches my expenses and payments with my bank account, credit card and invoices.

The UX is made for non accountants which is great. You intuitively understand where to click and how to do the different processes and the customer support is fantastic.

This software immediately boosted my credibility and respect from my clients from the first one I sent an invoice to. Extremely user friendly and is a time saver for sure.

I love how easy it is to use. As a former quickbooks user, I was tired of how complicated they were for smaller businesses and just didn't like the look of it overall.

The cost of the program is very cheap which is good to keep track of where money is, creating invoices, uploading bills, and generating PDF's  to send to customers.

If you want they have a list of accountants and bookkeepers who use Billy and can help - but you won't need their help.). The other big PRO is that this software is rapidly and constantly improving.

Good softwareEasy to use easy to understand does not take much time to learn the ins and outs of the software to be proficient in the sport is top notch when you have a question.

Sunrise by Lendio is reliable and easy to use, definitely will help you save money.

It gets a bit frustrating. I also hate the double authentication because I do not always have my phone with me when I need to get on the software.

Salesforce is a really great product I loved the tools used and tips to help you create sales and serve better for customers.

Salesforce is the best customer relationship management tool in the market right now. The best thing I like about this software is the features.

There is little to be said about cons. I experienced minor trouble when accessing customer support at some point which would probably be the worst of it.

I love using Salesforce. It is very user friendly and helps me be able to track my progress and create a clean pipeline.

Ref IDs are my biggest pet peeve, they don't always work and I've lost emails this way from clients. This leads to a bad consumer experience for everyone involved.

Ease of use and works great for small (that's us) or large companies it blends well with other programs is customizable and tracking is good,  reach out is also very easy to use.

If you could get the innovative nature of Salesforce to your business you would get amazing talent collection to your organizations.

An awesome CRM platform with a plethora of information to use to become the best marketer you can be.

Overall Salesforce is great and can integrate with hundreds of other platforms which makes it an amazing tool to use company wide, not just for sales.

Like I stated before, I was happy about the switch to Salesforce Lightning, but it has turned out to be great. I like that my emails and Talkdesk are integrated into Salesforce as well.

My team members use it in delivering great sales and customer service experience and it has been a great help for all of us.

This software will help you to build your sales and marketing in the industry, salesforce is a great software and value for money, so therefore I recommend it to the user.

I like the fact that Salesforce is very flexible and customizable to my taste. It is very user friendly and the functionality is superb.

So popular and so powerful for small business  is contact management, task management, opportunity tracking, collaboration tools, customer engagement tools. Flexible and easy  to use.

The integration with gmail is awesome. Being able to automatically log emails to the appropriate account instantly is such a nice feature.

I like that this platform is easy (for the most part) to use. I also find that the customer support is amazing and always willing to help.

It's also supported by awesome community and the best documentation/support in the business. The Trailblazer community leads the tech industry in training and documentation.

US Dollar

Sunrise is a cloud-based accounting application for small businesses and freelancers in all industries. Primary features include billing, invoicing, quote management, contact management, accounting, expense management and financial reporting.


Other features include estimate creation, discount and refund processing, bank reconciliation, bank statement import, tax management and multiple-currency support. The software enables users to create customized invoices, mail them to clients and receive online payments.


Sunrise also has a recurring invoice feature that automatically sends invoices to clients and charges their credit card. The software can add discounts when applicable and processes refunds. The tax management module automatically adds taxes depending on the client’s location. The financial reporting module generates profit and loss reports, balance sheets, tax summaries, customer statements, accounts receivable and other reports.


Pricing is per month, and mobile applications for Android and iOS devices are available. Support is offered via phone and email.



LongDescription

Invoice History

Status Tracking

Payment Processing

Activity Tracking

Bank Reconciliation

Mobile Payments

Approval Process Control

Customizable Invoices

Automatic Billing

Audit Trail

Hourly Billing

Online Payments

Online Invoicing

Compliance Management

Tax Calculation

Multi-Company

Client Portal

Data Visualization

Invoice Creation

Mobile App

Customizable Branding

Contact Database

Quotes/Estimates

Financial Reporting

Core Accounting

General Ledger

Income & Balance Sheet

Profit/Loss Statement

Web browser (OS agnostic)

Sunrise is free to get started.

You can also upgrade to Sunrise Plus to unlock additional discounts on merchant processing fees for invoicing, and machine learning to auto-categorize your business expenses, https://sunriseapp.com/pricing/.

Email/Help Desk

FAQs/Forum

Knowledge Base

Chat

Self-Employed

2-10

11-50

51-200

Lendio

Live Online

Webinars

Documentation

Videos

Grow your revenue and profits with intelligent sales automation with Sales Cloud. Help every rep be more efficient. Close more deals. Collect cash faster. Boost growth and profit with intelligent automation and integrated tools from Sales Cloud.

This Salesforce platform has CRM capabilities that include lead management, marketing automation, and contact management. These applications help organizations to manage customer accounts, track sales leads, conduct and monitor marketing campaigns and provide service post-sale. Salesforce Lightning Experience is upgraded CRM version of Sales Cloud that streamlines the sales process by allowing any sales rep to generate and follow-up on leads, manage account activity, track the status of each campaign, and create reports without hassle.

With Salesforce for Outlook, users can synchronize contacts, calendars, emails, and tasks in both applications without interrupting any business process. Salesforce Sales Cloud for small businesses allows users to manage contacts, track sales deals, manage tasks and events, harvest leads, and track performance. The sales cloud enterprise edition layers in call scripts, team-selling functionality, business workflow, setup approval and automation, custom applications, API integrations, and more.

The Salesforce CRM solution is available only for software-as-a-service (SaaS) deployment. In addition, this Salesforce app provides a technology stack that covers database and security as well as workflow and user interfaces.


Commenting/Notes

Engagement Tracking

Content Delivery

Cataloging/Categorization

Employee Management

Customer Surveys

Forecasting

Multi-Channel Marketing

Business Card/Badge Scanning

Quality Management

Purchase Order Management

Meeting Management

Safety Management

Internal Chat Integration

Product Catalog

Presentation Tools

Lead Capture

Performance Management

Document Storage

Proposal Generation

Access Controls/Permissions

Customer Service Analytics

Sales Pipeline Management

Referral Tracking

Contract/License Management

Ad hoc Reporting

Financial Management

Material Requirements Planning

Order Management

Calendar/Reminder System

Competitive Analysis

Project Management

Auto-Dialer

Lead Distribution

Projections

Knowledge Management

Multi-Campaign

Pipeline Management

Customer Database

Call Recording

Call Logging

Medical History Records

Audience Targeting

Goal Management

Call Management

Customizable Fields

Collaboration Tools

Assignment Management

Sales Trend Analysis

Call Center Management

Shipping Management

Client Tracking

Scheduling

Data Import/Export

Email Tracking

Call List Management

Campaign Planning

Customer Support

Graphical Data Presentation

Buyer Management

Lead Generation

Email Templates

Self Service Portal

Contact Management

Sales Approval

Version Control

XML/RSS

Opportunity Management

Content Management

Configurable Workflow

Bills of Material

Lead Management

Conversion Rate Optimization

Multi-Currency

Email Marketing

Statistical Analysis

Mobile Access

Sales Reports

Dashboard Creation

Performance Metrics

Routing

Territory Management

Channel Management

Dynamic Modeling

Training Management

Maintenance Management

Shared Contacts

Production Scheduling

Marketing Automation

Proposal Management

Landing Pages/Web Forms

Request Escalation

Social Media Integration

Lead Segmentation

Basic sales and marketing for up to 5 users
$25
/user/month*
(billed annually)

Complete CRM for any size team
$75
/user/month*
(billed annually)

Deeply customizable CRM for your business
$150
/user/month*
(billed annually)

Unlimited CRM power and support
$300
/user/month*
(billed annually)

Lendio vs Salesforce Sales Cloud

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

Popular Comparisons