Armatic Review
What is Armatic?
Quote-to-cash — the entire billing and payment pipeline from quote to payment and even necessary followups — this is what Armatic manages, automates, and optimizes. At its core, Armatic is a software solution for payment processing, billing and invoicing, recurring billing, and subscription management. Yet the processes, dashboards, and tools within Armatic’s own ecosystem along with integrated third-party solutions practically extend the company’s SaaS from an end-to-end revenue lifecycle management platform to something more.
Armatic’s solutions impact revenue lifecycle management in a way that ripples outwards and also affects other, relevant parts of the business. Armatic may focus only on revenue lifecycle—from invoicing to contracting to accounting to receivable and payable—but the automation and insights gained from business data within these processes help its clients create business efficiencies and indeed, not only generate more revenue (or do so more efficiently), but also help other departments such as customer support and HR.
It’s plain to see how robust and comprehensive tools for billing, payment, invoicing, and related processes can increase efficiencies within finance and accounting. It also follows that these tools can improve productivity for departments that plug in to revenue lifecycle management, such as sales and HR. Beyond that, however, a well-integrated, streamlined solution can also offer customer insights and help resolve conflicts more quickly, leading to better NPS or eNPS (Net Promoter Score or Employee Net Promoter Score) for both customer experience agents handling external clients, and HR reps managing internal ones, i.e. employees.
At its best, Armatic’s approach to managing revenue lifecycles inadvertently stacks tangential benefits atop one another.
Ultimately, the revenue lifecycle management SaaS provided by Armatic exemplifies what modern businesses can potentially achieve with a comprehensive, coherent, and streamlined set of solutions. The essence of the process is simple: making money flow as smooth as possible from one end of the process to another. Armatic’s approach to this problem yields many benefits outside of just better efficiencies in accounting.
Show MoreOverview of Armatic Benefits
Armatic’s features are spread between its core product offerings each bundled for specific functions but nonetheless can be customized for various industries and sectors:
Armatic AR – automating Accounts Receivable
Armatic offers an AR module that brings together processes, best practices, and payment interfaces under one roof. Armatic AR automates much of the usually tedious process of Accounts Receivable through integrating with external ERP solutions. It also provides customer portals so customers can access self-help options, such as viewing invoices and changing subscription plans. Armatic users can leverage automated invoicing, fully synchronized ERP integration, and also provide several customer support functions by giving them their own portal.
Armatic AP – streamlining Accounts Payable
What Armatic AR does for Accounts Receivable, Armatic AP does for Accounts Payable. Armatic AP is a bundled module for bill pay options, Accounts Payable workflows, and approval rules intended to automate and improve as much of the process as possible. Automation is hardly possible without ERP integration, so like Armatic AR, Armatic AP also integrates and fully synchronizes with leading ERP providers. It also offers a vendor portal, with invoice viewing and bill payment options. Finally, to genuinely automate as much of the process as possible, Armatic AP also incorporates Optical Character Recognition (OCR) technology to generate invoices from emails without manual input.
Armatic Billing – all-in-one billing and invoicing
The Armatic Billing Software incorporates billing, invoicing, and subscription management and recurring billing solutions in one package. Like Armatic AR and AP, Armatic Billing integrates and synchronizes with third-party ERP systems so one-off, recurring, or subscription invoices can be pushed from one platform to another seamlessly. The invoice creation solution also provides coupon managers and payment plan options. Invoices can be created automatically with quotes or proposals, which also accepts eSign and can connect via API.
Armatic Sales (QTC) – end-to-end quote-to-cash engine
Armatic Sales provides templates and customization options for proposals, SOWs, quotes, and contracts with customer data from integrated third-party CRM and ERP systems. This template editor is also integrated and synced with the invoice and billing process. Armatic Sales also manages and automates quotes approval from sending to eSign to collection. Managers can view real-time status updates and reports, and the system automatically pulls pricing details and pushes necessary data like subscriptions and invoices into integrated ERP systems. This quote-to-cash engine also integrates with nearly every payment processor in the market.
Armatic Success – integrated NPS surveys and feedback components
Stepping outside the revenue lifecycle management zone, the Armatic Customer Success Module is all about collecting feedback, from integrating NPS surveys to providing clients with a 360-degree view of their customers with customer health scores as well as feedback components. Armatic Success also offers quarterly business review templates incorporating data from CRM and ERP systems.
Armatic HR – integrated eNPS surveys for employee advocacy and record keeping
Finally, the Armatic HR module does for internal customers what the Armatic Success module does for external ones: eNPS survey integration with feedback components focused on employee advocacy and with streamlined management of record keeping. The eSign and document management capabilities of Armatic can also be leveraged for internal documents and document signing processes. Armatic HR also offers an employee task manager for task tracking and transparency of activities.
Show MoreOverview of Armatic Features
- Invoices
- Subscriptions
- AR Automation
- AP Automation
- Payments
- Quotes & Proposals
- Quote to Cash
- eSign
- Documents
- Customer Manager
- Vendor Manager
- Employee Manager
- Customer NPS
- Employee NPS
- Employee Advocacy
- Tasks & Reminders
- Roles
What Problems Will Armatic Solve?
Problem: Late payments
Solution: Armatic automatically creates sequential notifications, follow-ups, and reminders before and after the due dates of invoices. These are sent through various communication channels: email, text, mail, and phone. Customers can expect up to a 50% decrease in AR with Armatic.
Problem: Issues with sales or finance contracts
Solution: Sales and Finance departments often coordinate with one another regarding who signs what on the client side, which in turn creates a multi-person chain that is prone to break. Armatic automates all the steps of the process—from initial proposal to signing the contract to getting paid—in a workflow process that ensures every participant has all the information they need to sign, pay, or start operating.
Problem: Payment limitations and payment issues
Solution: Customers rarely step outside their comfort zone, especially when it comes to money, so they often want to pay with a recognized payment method they already use. Armatic is payment agnostic and integrates with most payment processes and gateways in the market—it does not limit payment options for customers. Any unsuccessful payments will run through the Armatic payment engine for various checks and retries to optimize acceptance for each payment.
Armatic Position In Our Categories
Since companies have distinct business-related needs, it is only sensible that they abstain from choosing an all-encompassing, ideal system. Regardless, it is futile to try to find such application even among widely used software solutions. The correct step to do is to jot down the various major aspects which demand consideration including major features, budget, skill aptitude of staff, organizational size, etc. After which, you must follow through your product research comprehensively. Go over some of these Armatic review articles and scrutinize the other software systems in your list more closely. Such well-rounded product research guarantees you keep away from unfit apps and choose the system that includes all the benefits your company requires.
Position of Armatic in our main categories:
TOP
20
Armatic is one of the top 20 CPQ Software products
Every enterprise has its own characteristics, and might call for a specific Accounts Receivable Software solution that will be designed for their company size, type of clients and employees and even particular industry they cater to. It's not wise to count on getting an ideal solution that will work for every business no matter what their history is. It may be a good idea to read a few Armatic Accounts Receivable Software reviews first and even then you should pay attention to what the service is supposed to do for your business and your workers. Do you require an easy and straightforward service with only essential functions? Will you actually use the advanced functionalities needed by pros and big enterprises? Are there any particular tools that are especially beneficial for the industry you work in? If you ask yourself these questions it will be much easier to find a trustworthy service that will fit your budget.
How Much Does Armatic Cost?
Armatic Pricing Plans:
Free Trial
Standard
$25
Plus
$45
Pro
$65
What are Armatic pricing details?
Armatic Pricing Plans:
Free Trial
Standard
$25
Plus
$45
Pro
$65
Armatic pricing is available in three plans, as follows:
Standard – $25 per user per month
- 250 Customers/Contacts
- $50k/mo Payments
- Online Invoicing & Payments
- Payment Plans
- Intelligent workflows (dunning)
- Accounting, Payment & Email Sync
- Email & Event Tracking
- Notes & Communication Logs
- SMS, VOIP, Mail*
- Customer Health Scoring
- MRR, Churn & AR Reporting
- Phone/Email/Chat support
Plus – $45 per user per month, with a minimum of five users
- All Standard features
- 1000 Customers/Contacts
- $100k/mo Payments
- 25 SMS/Mo
- 25 VOIP Min/mo
- Customer Statements
- User Roles
- Customer Portal
Pro – $65 per user per month, with a minimum of ten users
- All Plus features
- 5000 Customers/Contacts
- $200k/mo Payments
- 50 SMS/mo
- 50 VOIP Min/mo
- Custom Phone Number
- Custom Invoices
Add-ons – Additional Module $15 per user per month
- Billing Module – Subscriptions & Automatic Payments
- Sales Module – Quote-to-Cash – Documents, Proposals & eSign
- Customer Success Module – Integrated Net Promoter Scoring
- Employee Module – Employee NPS and Documents
Upgrades – Custom Pricing
- Unlimited Customers
- Unlimited Payments
- ERP Connections
- API/Webhooks
User Satisfaction
Positive Social Media Mentions
0
Negative Social Media Mentions
0
We realize that when you choose to purchase a Accounts Receivable Software it’s crucial not only to see how experts evaluate it in their reviews, but also to discover if the actual people and enterprises that purchased this software are actually happy with the product. That’s why we’ve designer our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and Armatic reviews across a vast array of social media sites. The information is then presented in an easy to understand format indicating how many people had positive and negative experience with Armatic. With that information available you should be prepared to make an informed business choice that you won’t regret.
Technical details
Devices Supported
- Web-based
Deployment
- Cloud Hosted
- Open API
Language Support
- English
Pricing Model
- Free
- Monthly payment
- Quote-based
Customer Types
- Small Business
- Large Enterprises
- Medium Business
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for Armatic?
Armatic integrates with most of the payment processors in the market today. Additionally, to create an integrated ecosystem around its core functionality, Armatic also integrates with several ERP, CRM, email, and marketing tools, among others. These integration partners include:
- Netsuite
- Oracle
- Intacct
- Sage
- Quickbooks
- Xero
- Freshbooks
- Salesforce
- Hubspot
- Gmail
- Office365
- MS Exchange
- SMTP
- Chartmogul
Armatic User Reviews
Armatic average rating:
5/5
Overall impression
5/5
Customer Support
5/5
Value for Money
4/5
Ease of Use
Write your own review of this product
ADD A REVIEWThe most favorable review
PROS: Armatic enables us to automate our invoice process through our QBO integration. This shortened the time we needed to finish creating invoices significantly.
CONS: I wish there was a way to automate the processes without having to log in on a regular basis.
The least favorable review
PROS: We trust only Armatic for managing our SOWs, subscriptions, and payments. It has played a large part in our company processes for so long. I don’t think our company would be where it is right now if it weren’t for their services.
CONS: They continue to add more and more features and it would be nice if they would help us learn the new ones.
More reviews from 14 actual users:
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Latest
- Latest
- Most useful
- Most positive
- Most negative
Makes the job easier for our AR team
Read full review >
5/5
Overall impression
4/5
Customer Support
5/5
Value for Money
5/5
Ease of Use
Published on: 23.10.2021
Company Size: More than 100 Employees
Industry: N/A
PROS: I appreciate that this sends payment reminders to our customers along with a link to the payment tab of their portals.
CONS: I would like this software better if task list management would be made more convenient.
Has a lot of great features for automation
Read full review >
4/5
Overall impression
4/5
Customer Support
3/5
Value for Money
4/5
Ease of Use
Published on: 17.10.2021
Company Size: More than 100 Employees
Industry: Marketing and Advertising
PROS: We trust only Armatic for managing our SOWs, subscriptions, and payments. It has played a large part in our company processes for so long. I don’t think our company would be where it is right now if it weren’t for their services.
CONS: They continue to add more and more features and it would be nice if they would help us learn the new ones.
Ideal for SMEs
Read full review >
5/5
Overall impression
4/5
Customer Support
4/5
Value for Money
5/5
Ease of Use
Published on: 04.10.2021
Company Size: 1-10 Employees
Industry: N/A
PROS: One thing that I love about this software is its eSign feature. I also highly appreciate the freedom and control that it gives its users over cadences and messages to customers. I have tried using similar products and nothing beats Armatic in this regard.
CONS: I haven’t encountered any major issues with regard to the use of this product. I only wish there were more options available for customizing quote forms.
Perfect for AR collection management
Read full review >
5/5
Overall impression
5/5
Customer Support
5/5
Value for Money
5/5
Ease of Use
Published on: 08.08.2021
Company Size: More than 100 Employees
Industry: N/A
PROS: Armatic has a lot of great features that make it a good choice for payment collection. It sends reminders to customers and lets us effectively communicate with them. It also has an awesome support team working behind. Overall, it is a solid and secure solution.
CONS: I am extremely satisfied with this software and haven’t encountered anything to dislike about it so far. It is a user-friendly and reliable solution.
Great tool for invoice processing
Read full review >
5/5
Overall impression
5/5
Customer Support
4/5
Value for Money
5/5
Ease of Use
Published on: 06.08.2021
Company Size: 1-10 Employees
Industry: Real Estate
PROS: Armatic enables us to automate our invoice process through our QBO integration. This shortened the time we needed to finish creating invoices significantly.
CONS: I wish there was a way to automate the processes without having to log in on a regular basis.
Great product for billing and finance management
Read full review >
4/5
Overall impression
3/5
Customer Support
4/5
Value for Money
4/5
Ease of Use
Published on: 24.06.2021
Company Size: More than 100 Employees
Industry: Financial Services
PROS: Armatic is a better choice than most of its competitors given that it offers outstanding service at a more affordable price. On top of that, they offered us months of free trial to be able to assess if their product will work for us. It did, and it has saved us a lot of resources.
CONS: We haven’t encountered any major technical issues while using their platform but we think it would be better if they would work on their desktop platform for it to be on par with their mobile version.
Reliable software
Read full review >
5/5
Overall impression
5/5
Customer Support
4/5
Value for Money
4/5
Ease of Use
Published on: 18.06.2021
Company Size: 1-10 Employees
Industry: N/A
PROS: Armatic has made us more efficient and generally better in the jobs that we do. We very much appreciate that their support team is responsive to our queries.
CONS: Apart from the slow load time at times, I would say there is nothing to dislike about this software.
Outstanding platform
Read full review >
4/5
Overall impression
3/5
Customer Support
3/5
Value for Money
4/5
Ease of Use
Published on: 17.04.2021
Company Size: 11-50 Employees
Industry: Security and Investigations
PROS: I like how easy it is to integrate QuickBooks Online. This is a seamless process that makes us more at ease with our subscriptions.
CONS: I would like the API feature of this software better if it would improve on documentation and make it more easily accessible and stable.
The only AR collection management tool that we trust
Read full review >
5/5
Overall impression
4/5
Customer Support
4/5
Value for Money
5/5
Ease of Use
Published on: 01.04.2021
Company Size: 11-50 Employees
Industry: Computer Software
PROS: Armatic has been our company’s choice for years now. While the initial focus of their service was AR collection management, they soon started to cater to a wide array of business operation and automation needs and added several new functionalities, including an eSign feature and customer feedback management tools.
CONS: It can take a while to learn how to fully navigate this system and use all of its features.
All-in-one solution
Read full review >
5/5
Overall impression
4/5
Customer Support
4/5
Value for Money
5/5
Ease of Use
Published on: 17.03.2021
Company Size: More than 100 Employees
Industry: Outsourcing/Offshoring
PROS: Armatic is an all-in-one platform. It has a lot of great features to serve your business needs.
CONS: I encountered very few issues while using this software and they have all been dealt with soon after I reported them.
Best eSign solution
Read full review >
5/5
Overall impression
5/5
Customer Support
4/5
Value for Money
4/5
Ease of Use
Published on: 28.04.2020
Company Size: 11-50 Employees
Industry: Food Production
PROS: Armatic comes with a number of great integrations. It is also the best eSign solution. It is user-friendly and is extremely cost-efficient as mistakes are less likely to happen when performing tasks with it.
CONS: This product has worked really well for us. It has never caused us any problem, as such, I would say there is nothing to dislike about it.
User-friendly and trouble-free software
Read full review >
5/5
Overall impression
5/5
Customer Support
4/5
Value for Money
5/5
Ease of Use
Published on: 26.04.2020
Company Size: 11-50 Employees
Industry: Marketing and Advertising
PROS: I love that this software provides us with real-time updates, lets us edit contracts, and enables us to automate quotes. Their support team is also quick to respond whenever we encounter issues or have questions.
CONS: I have been using this software for more than half a year now and I am still extremely satisfied and have no complaints about it so far.
Works well as a CRM tool
Read full review >
5/5
Overall impression
4/5
Customer Support
4/5
Value for Money
5/5
Ease of Use
Published on: 16.04.2020
Company Size: 1-10 Employees
Industry: Financial Services
PROS: We very much appreciate how their support team worked with us to configure their platform for it to best fit our company’s billing automation needs. We were also able to eliminate the need for another CRM tool and now use this platform as our central database.
CONS: We use this mainly for customer relations and it has exceeded our expectations for the said function. There is nothing more that I could ask for on a platform. The support team has been really helpful in achieving the results that we want from this product.
Excellent platform paired with excellent support service
Read full review >
4/5
Overall impression
4/5
Customer Support
3/5
Value for Money
3/5
Ease of Use
Published on: 06.04.2020
Company Size: More than 100 Employees
Industry: N/A
PROS: Armatic has a well-designed UX that lets me get easy access to the information that I need for business decision-making. Access to documents also improves the flow of ideas and allows for more effective communication between different departments in our company. This software empowers me with the knowledge that I need to be able to navigate the business arena with confidence. Its automation features are a powerful tool for increasing our company’s productivity. It enables us to quickly edit documents and move swiftly to the next stages once the eSigning step is completed.
CONS: This platform would fit our business needs better if customization options would be available for its dashboards and widgets.
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Armatic user reviews
Makes the job easier for our AR team
Read full review >
5/5
Overall impression
4/5
Customer Support
5/5
Value for Money
5/5
Ease of Use
Published on: 23.10.2021
Company Size: More than 100 Employees
Industry: N/A
Has a lot of great features for automation
Read full review >
4/5
Overall impression
4/5
Customer Support
3/5
Value for Money
4/5
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Published on: 17.10.2021
Company Size: More than 100 Employees
Industry: Marketing and Advertising
Ideal for SMEs
Read full review >
5/5
Overall impression
4/5
Customer Support
4/5
Value for Money
5/5
Ease of Use
Published on: 04.10.2021
Company Size: 1-10 Employees
Industry: N/A
Perfect for AR collection management
Read full review >
5/5
Overall impression
5/5
Customer Support
5/5
Value for Money
5/5
Ease of Use
Published on: 08.08.2021
Company Size: More than 100 Employees
Industry: N/A
Great tool for invoice processing
Read full review >
5/5
Overall impression
5/5
Customer Support
4/5
Value for Money
5/5
Ease of Use
Published on: 06.08.2021
Company Size: 1-10 Employees
Industry: Real Estate
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