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SoftBillo
$45/moStarting price
0Popularity
About SoftBillo
SoftBillo consolidates invoicing, customer management, project tracking, bookings, documents and financial oversight into a single workspace. The platform is designed for freelancers, consultants, coaches, salons, tradespeople, creators and small businesses, adapting its interface and workflows to match each user’s needs. Core modules include SoftBook for financial tracking, SoftCRM for client relationships, SoftProjects for task management, SoftCale for scheduling, SoftDocs for proposals and contracts, and SoftCampaigns for marketing. Vio, an integrated AI assistant, helps draft communications, summarise data, prepare follow-ups and highlight overdue items across the system. The software supports direct payment processing through Stripe, PayPal and Wise without holding funds, and provides real-time cashflow visibility, profitability metrics and business health scores. Users can connect existing tools like Slack and manage leads, quotes, invoices, deposits and reviews within unified customer profiles.
Key features
- Invoicing with recurring payments and deposits
- Customer relationship management with unified profiles
- Project and task tracking with progress monitoring
- Appointment scheduling with public booking pages
- Document creation and e-signature support
- Marketing campaigns with audience segmentation
- AI-powered drafting, summarising and follow-up suggestions
- Cashflow forecasting and profitability analysis
Use cases
- Freelancers managing invoices, expenses and client communications in one place
- Consultants tracking billable hours, projects and client relationships
- Small businesses handling sales, inventory and team scheduling
Pros
- Unified workspace combining invoicing, CRM, projects, bookings and finances
- AI assistant (Vio) for drafting communications and summarising business data
- Direct payment processing via Stripe, PayPal and Wise without holding funds
- Real-time cashflow tracking, profitability metrics and business health scores
- Adapts workflows and language to different business types and roles
Cons
- No free tier beyond Solo plan with limited invoices and customers
- Requires paid plans for advanced features like API access and team scheduling
- No explicit mention of mobile app availability
Frequently asked questions about SoftBillo
What is SoftBillo and who is it designed for?
SoftBillo is an all-in-one business operating system designed for freelancers, consultants, coaches, salons, tradespeople, creators, and small businesses. It consolidates invoicing, customer management, project tracking, bookings, documents, and financial oversight into a single workspace.
How does SoftBillo help with invoicing and payments?
SoftBillo allows users to create invoices, track expenses, and process payments directly through integrated gateways like Stripe, PayPal, and Wise. It provides real-time cashflow visibility and profitability metrics without holding funds.
What is Vio, and how does it assist users?
Vio is an integrated AI assistant that helps draft communications, summarize data, prepare follow-ups, and highlight overdue items across the system. It works across all SoftBillo modules to streamline administrative tasks.
Can SoftBillo integrate with other tools I already use?
Yes, SoftBillo supports integrations with existing tools like Slack, allowing users to connect their workflows and centralize operations within a single platform.
How do I get started with SoftBillo?
Users can start for free without a credit card required. The setup process is designed to be quick, with the option to upgrade plans as the business grows.
What kind of security and privacy measures does SoftBillo have?
SoftBillo prioritizes security and privacy, using enterprise-grade encryption and trusted infrastructure to ensure business data remains secure and under user control.
