It has been an excellent experience and  look forward to working with them for years to come.

I don't there is anything I actually dislike about Billy.

What I like about Billy the most is that it gives me a place where I can store vendors paperwork. The software is easy to navigate and helps promote organization in my office.

Their customer service is outstanding and very responsive. They develop features very quickly and they solve real problems that save us lots of headaches, time and make us that much more efficient.

We struggled for a while with finding one that would be a right fit, so far all of our vendors/consultants haven't had any trouble accessing the platform and loading documents.

I think the customer service is fantastic. Sensitive content hidden] has been with us since day one.

I don't like that the % complete does not remove any items that you have paused so the total complete figure is lower than the actual figure.

I have had an excellent experience with Billy to date.

I have been using Billly for insurance for over six months and I have had a great experience with using the program and collaborating with their team.

Sleek, functional, easy to use. Customer support is out of this world fantastic and responsive.

All in One and growing with the types of docs they are managing. Integration - They are working on integrating with different software.

The software is user friendly and Billy is adding different features that we can grow with to accomplish our goals for COI's and other vendor documents.

We were struggling with the volumne of emails regarding insurance. There was no easy way to track which subs needed insurance and which endorsements were missing.

Their professionalism and creating a program that makes my work duties so much easier has been a real lifesaver the past few weeks that we have been using it.

I found that the most useful aspect of Billy is that the information from the documents is automatically transferred over to the side navigation bar.

Once the integration took place from our old tracking system to Billy, it runs so smoothly and is so easy to use.

Easy to use, I love that our reps from Billy actually respond so quickly.

Good potential as long as you have some agency that helps you adapt it to your business and that keeps it updated to the new software developments.

I would rate it as a total garbage. The worst is that we are losing money every day because of it.

Often, formal replies come from her instead of solving problems. Tech support leaves its customers alone with problems.

They don't have birthday greeting features for leads, it is only possible when they have done deals this is just a weird example. Your email bounce back no reports.

The Mobile version does not include all features that reveal problems in my travel period.

The ability to share folders and secure files were very welcomed. Also, the fact that it is free is quite helpful.

The program has a very pleasant interface that is orderly and easy to work with. Entering customer is data is both easy to enter and then subsequently to access.

The customer service you keep on banging your head but their support is like if they want they will give else you keep on reminding.

Very poor customer service, most of functions are useless. So regretted that bought this shit.

Great features as a CRM software and phone system. The reports that can be pulled are helpful to analyze the success of your sales/program.

It was easy to learn how to use, they have multiple tutorials available for helping you understand and make a better use of the tools.

Inadequate technical support. Accumulation of fraudsters who sell pictures on the Internet for the price of sites.

We love the Bitrix24 as we just adopted this tool as CRM but then we explored the more features and started using them. Thanks for Bitrix24 team for making this brilliant tool.

And that could be the case, but the problem is that when onboarding a team and asking them to use it for a few simple tasks it causes information overload for them.

I love the fact that Bitrix24 makes collaboration easy with the team. It also makes Good use of accountability tools since your co-staff are also monitoring the company's general dashboard.

Ease of use, amazing user experience and short learning curve.

Bitrix24 is very friendly user overall and the basic features are really useful that help teams collaborate and follow up on one another's role. The advanced features require further training.

Too many integration options and features in Bitrix24 can sometimes get confused.

They can not call you and you can't call them. So when you have an issue your screwed.

We got a great deal on Black Friday and they have so many integrations and so many products that you will never end discovering new features.

We used the software in a test environment for 3 months and had problems all along the way. Adoption from our team was minimal as the software was clunky to use.

High level of options, great price, good usability.

I have informed you that we want to leave you and want the money back, but even after months still no answer I call the fraud.

Since during the event management and organizing period we use our telephones instantly, the feature of connecting to the phone number is an amazing feature.

The user interface is ugly. The learning curve is steep with poor documentation.

US Dollar

Billy is a risk management solution that helps reduce friction between businesses. You can automate the verification of insurance, licenses and compliance documents of your vendors, suppliers and tenants in minutes. 

Billy helps companies centralize compliance documents such as certificates of insurance, licenses, vaccines, training records, W9, vendor applications and tenant applications in one location. 

Billy works with all-sized businesses across the globe to build out a digital platform that transforms risk into opportunity.

LongDescription

Document Storage

Access Controls/Permissions

Activity Tracking

Risk Management

Process/Workflow Automation

Audit Trail

Version Control

Compliance Management

Real Time Data

Workflow Management

Activity Dashboard

Reporting & Statistics

Customizable Templates

Audit Management

Alerts/Escalation

Real Time Reporting

Compliance Tracking

Archiving & Retention

Task Management

Subcontractor Management

Operational Risk Management

Real-Time Monitoring

Contract/License Management

Legal Risk Management

Policy Management

Risk Assessment

Risk Analysis

Multiple Projects

Risk Reporting

Contact Management

Reputational Risk Management

Configurable Workflow

Risk Scoring

Risk Alerts

Real-Time Notifications

Real-Time Updates

Email Management

Alerts/Notifications

Contractor Management

Contractor Database

Reporting/Analytics

Monitoring

Business Process Control

Third-Party Integrations

Document Management

Dashboard

Please contact Billy directly for pricing details.

Email/Help Desk

Phone Support

24/7 (Live Rep)

2-10

11-50

51-200

201-500

501-1000

Billy

In Person

Live Online

Webinars

Documentation

Videos

Bitrix24 is an online workspace for small, medium, and large businesses. It features over 35 cross-integrated tools, including CRM, tasks, Kanban board, Gantt chart, messenger, video calls, file storage, workflow automation, and more!

Switching to Bitrix24 eliminates the need to be subscribed to a bunch of different SaaS solutions. You get all you need in a single package — all at a flat rate.

With over 12 million users, Bitrix24 is one of the most popular business software solutions in the world.

Bitrix24 is a client management solution that provides a platform for businesses to organize and track interactions with potential or existing clients and partners. The software allows users to log and manage client interactions, capture and store lead data, generate sales reports and perform segmentation of target audiences.

Leads received from a user’s website (for example, from an order or feedback form) can be fed directly to the CRM. Users can then create message templates, send individual or group emails to leads and contacts, capture notes on client interactions, schedule meetings and assign tasks.

Users can create personalized invoices for clients by automatically inserting client information and sending them directly to the client's email address.

Bitrix24’s sales funnel functionality offers an overview of sales transactions in progress and their respective stages. With the sales dashboard, sales agents can see how many deals they’ve won, how many clients haven’t been invoiced yet and an agent’s rating in comparison with other sales team members.



File Management

Commenting/Notes

Third-Party Integration

Support Ticket Management

Milestone Tracking

Job Board

Content Delivery

Bar Chart

Cataloging/Categorization

Multi-board

Employee Management

Call Transfer

Lead Notifications

Sales Analytics

Case Management

Leave Tracking

Online Voice Transmission

Multi-Channel Marketing

Messaging

HR Management

Surveys & Feedback

Personalization

Invoice History

Status Tracking

Social Marketing

Visual Workflow Management

Billable & Non-Billable Hours

Meeting Management

Caller Profiles

Internal Chat Integration

Committee Management

Payment Processing

Idea Management

Two-Way Audio & Video

Recurring/Subscription Billing

Product Catalog

Time Tracking

Online Forms

Lead Engagement

Lead Capture

Performance Management

Mass Texting

Proposal Generation

Data Storage Management

Vacation/Leave Tracking

Process Change Tracking

SEO Management

Transfers/Routing

Data Synchronization

Customer Segmentation

Activity/News Feed

SMS Messaging

Templates

Progress Tracking

Drip Campaigns

Task Board View

Employee Directory

Customer Service Analytics

Responsive Web Design

Sales Pipeline Management

Social Media Management

Workflow Configuration

Task Scheduling

Financial Management

SSL Security

Real Time Editing

Marketing Calendar

Pre-built Templates

Electronic Signature

Product Configurator

Guided Selling

IVR/Voice Recognition

Client Database

Group Scheduling

Confirmation/Reminders

Automatic Call Distribution

Variable Workforce

Calendar/Reminder System

Relationship Tracking

Applicant Tracking

Invoice Management

For Nonprofits

Voice Mail

Project Planning/Scheduling

Attendance Tracking

Timesheet Management

Project Management

Approval Process Control

Customizable Invoices

Gantt/Timeline View

Rules-Based Workflow

Auto-Dialer

Data Extraction

Lead Distribution

A 15-day free trial is available, and a free plan for starter business tools, after which pricing is as follows:

Cloud 
Basic: $61/mo 
Standard: $124/mo
Professional: $249/mo

On-premise
Business: $2990 (one-time license)
Enterprise: $24990 (one-time license)

Billy vs Bitrix24

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

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