item8 Review

Flexible feature-set

item8 is a highly-flexible CRM tool that is specifically targeted at advertising businesses. Using the solution, advertising firms can better manage the workflows of both their affiliates and clients, documents, contracts and legal entities. The solution has a wide array of features to help companies manage relationships with clients. It essentially simplifies relevant processes by providing control over both CRM and billing processes from a single interface.

Customized features

As could be expected, the platform is brimming with billing features, among which is the ability to create postpaid bills and invoices. These can be edited to your liking and if need be, you can add custom statistics. You can send these bills to parties concerned, which they can pay upon your approval. Aside from these, item8 enables you to analyze better with its advanced reporting capabilities.

Data in sync

With the software, data synchronization is a breeze as item8 has been integrated with leading performance marketing application HasOffers via API. In addition, it gives you absolute control over your work as you can customize system currencies, countries, documents and email templates.

Audit logs

In case you need something reviewed, the system keeps a record of logs, comments and action history that you can access anytime.

Capture leads

What makes it even better is that the product can help you capture leads from WordPress sites. This can greatly help your marketing efforts yield fruits. The system aids you in keeping track of relevant third parties as it manages contacts of your affiliates and advertisers. This way, you can determine who among them handles campaigns management, finance or other responsibilities. item8 can likewise automatically export lists of your affiliates and advertisers, enabling you to contact them through emails.

Rich templates

The platform allows you to create agreements and insertion orders with ease as the product comes with pre-defined templates for such documents, and manage the signing process all from a single console. You can even change bill and invoice requisites quickly if the need arises.

Huge storage

Storage is also a strength, with users being able to upload and store any file in the profiles of advertisers and affiliates, keeping all pertinent documents within your reach.

Visibility

You can likewise manage your leads using the solution. By checking sales reports, you are assured that no advertiser or affiliate slips off your hand. For billing and invoicing, item8 can automatically email bills and invoices to affiliates and advertisers, which can also be stored in their respective profiles. You also won’t have to miss payment collection as the software’s automatic reminders allow for faster collection of account receivables.

Integrated accounting

In case you need help in processing payments, item8 can generate mass payment orders in comma separated values, enabling you to process them with ease. And since the platform seamlessly integrates with Quickbooks, it can easily sync bills, invoices and payments, with balances reflected in profiles and reports. You also get to have better control over your clients, advertising campaigns and finances with the analytics that come with the solution.