Did you know that Invokit offers to attach barcodes to your products and services ?

Obviously, at first, you will think of “traditional” products equipped with a barcode, but the use of barcodes with Invokit can save time in almost all activities.

In fact, a barcode is useful when you sell products and services repetitively. Here’s how to take advantage of barcodes with Invokit.

How to create a barcode?

There are dozens of software to create barcodes, but the easiest way is to use an online service.

For example, we can suggest Barcode Generator, which allows you to create barcodes in many formats with just a few clicks .

You can create a barcode from a reference or even the name of the product/service.

Using barcodes to fill documents

Once the barcodes created and associated to your products and services, assemble them on an A4 sheet that you can store or display near your office

Once in place, when you create a document, you can simply switch to scanner mode and use your barcode scanner to complete your documents.

Keyboard shortcuts are available to save even more time.

Of course, you can also use your barcode scanner to search in your products and services or to add a barcode on a product.

But I don’t have a barcode scanner

Invokit barcode features will work with all barcode scanners. You’ll find dozens of models from Amazon or Ebay.

You don’t need to buy an expensive one, a $40 USB scanner will do the job nicely

Many of you have adopted our CRM Opportunities add-on. Following your feedback, we have greatly improved it. Discover the new features now available.

A pipeline view for efficient sales management

The new pipeline view allows you to see the status of your sales pipeline at a glance, step by step. It also allows you to change your opportunities stages by simply dragging and dropping!

Tasks monitoring: don’t let your opportunities without action

New icons appeared in your list of opportunities. They allow you to monitor the programmed tasks on your opportunities.

The principle is simple:

A green circle: A task has been defined and is in time
A red circle: a task has been defined, but it is late
A warning: no task has been defined

Save time with custom email templates

You can now create as many email templates as you wish and use them in the CRM, but also throughout Invokit (sending documents, emails sent from customer records…).

Of course you can use system variables, such as your company name, for example.

Associated with sending schedule, it’s a great tool to effectively manage your sales follow-up scenarios.

Link your estimates and invoices to your opportunities

You can now link your sales documents (invoices and quotes) to your opportunities.

This feature, apart from the obvious convenience, let you control what was really billed compared to the original opportunity potential.

Some other functions have also been added following your feedback:

• Source is now present when you turn the prospect into a customer
• Prospects can now have an address
• Several filters have been added to the list of opportunities

You didn’t have time to test the CRM module? If you enable the module, you will get a 7 days free trial.

Not a subscriber? Contact us for a new trial if you want to test the new features.

It is with great pleasure that we launch this new add-on, a very important addition for our users managing a trading activity.

An add-on to control and valuate your inventory

The inventory management module allows you to manage your inventory from your Invokit account.

With the ability to manage multiple warehouses and calculate the average value of your stocks, it’s a powerful tool to check the availability of your items and calculate your margins.

Easily manage your supplier purchases with stock alerts

The add-on is also designed to alert you in case of stock failure and generate purchase orders to suppliers when needed.

Fully automated operations workflow

Each product delivery triggers the corresponding stock exit. You can always access the history of your inventory movements and check your product availability, in real timz.

The Inventory management add-on is proposed for a US$20 monthly fee (£13 if you’re operating in the UK).

If you enable the add-on, you have 7 days free trial to test it.

Not a subscriber? Contact us for a new trial if you want to test the new features.

It’s with great pleasure that we launch this new add-on, much anticipated by our users

An add-on to help manage your sales more efficiently

The module allows you to easily manage business opportunities, for your customers or prospects.

A prospect is a simple contact (a name or email is sufficient), you can at any time convert into a customer.

The ideal tool to segment your potential customers

With opportunities management you can segment your prospects by marketing source. You can easily isolate visitors who filled out a form on your site from those met on a tradeshow.

Complete management of your sales pipelines

With the pipelines creation tool, you define sequences of steps for your sales cycle. Each stage is associated with a probability to close the deal.

A tool to forecast your sales

With filtering tools, you can easily estimate your revenue forecast based on the probability of closing deals. As always with Invokit, this information is available with a single click!

Available at a very competitive price

The CRM add-on is offered at price of 7,5$ / month per staff (4£ if you’re in the UK). You can choose which staffs use the module and you will have to pay only for the licenses you have allocated. At this price, this is probably the cheapest CRM tool on the market!

Import and API to supply your prospect base

CRM methods will be implemented in the API next week. With the API you can easily tranfer contacts to Invokit, for example from the contact form of your website. CSV Import module will also be available next week.

If you enable the add-on, you will have a 7 days free trial to try it.

Not a subscriber? Contact us for a new trial if you want to test the new features.

Our long waited Google Sync add-on is now available for every Invokit users !

If, like us, you like to work with GFoogle online tools, you’ll be happy to know that you can now sync your Invokit data with your Google Apps or Gmail account.

Here’s how it works

Sync your Invokit calendar with your Google account

When you activate the Google Sync add-on in your Invokit account, you can synchronize your Invokit calendar with your Google account.

Your Invokit calendar appear as a new calendar, that you can easily show or hide if necessary.

The sync is bi-directional: If you change an event on either interface, everything is automatically synchronized.

Sync your contacts too

Similarly, you can synchronize your Invokit contacts with your Google account.

You will then find an Invokit group in your Google contacts, as shown here.

Note that for contacts, only the changes made on Invokit are taken into account.

These new features can be activated for each employee in your account.

To activate the Google Sync add-on, go to Settings, then Add-ons.

We hope that this innovation will give you satisfaction and will continue to listen to your comments and suggestions.

You work with an external accountant to track your accounting? To enable you to share more effectively your sales and expenses data, Invokit offers your accountant a free login to your account.

This access login allows your accountant to connect to your account and interact with you.

Thus, your accountant can download your invoices or accounting books. Your account can also contact you with Invokit collaborative tools (discussion walls & shared agendas).

To give access to your accountant, click Settings, then click Accountant access and follow the guide!

Many of you use the Invokit Dropbox add-on to sync Invokit documents on their Dropbox account.

We added this morning a very expected feature : Dropbox auto-sync !

Now when you create or update any document, invokit will automatically update your Dropbox Invokit folder

To enable this feature, just go tol Settings, then Add-on modules, and updtae your dropbox add-on settings.