TopNotepad Review
What is TopNotepad?
TopNotepad is a cloud-based invoicing, accounting, and CRM solution that has created waves among small businesses and enterprises. The system proves to be a promising CRM solution based on its growing popularity in the small business sector as well as among freelancing professionals.
TopNotepad offers a variety of modules, including inventory management, invoicing, estimates maker, expense manager, accounting, and CRM. It is basically a compact yet reliable platform that has all the features and functionalities required by startups, freelancers, and SMBs. The software allows users to create invoices, manage inventory, track payments and business expenses, and manage business leads, among others. Aside from a throng of features, this powerful tool also offers a clean and straightforward UI and UX.
Show MoreOverview of TopNotepad Benefits
TopNotepad lets you stay on top of every facet of your business operations. You can easily manage leads, create an estimate, convert estimates into invoices, create invoices, process payments, issue payment receipts, and manage expenses and book-keeping, among other things. The system also offers you the option to flip across multiple templates and pick the best for invoicing, estimates, and payment receipts.
The software employs a minimalist approach, offering users a clean and simple user interface and workflows. TopNotepad is an exhaustive software designed and built with SMBs and freelancers in mind. With its integrated CRM, users have everything they need to manage leads efficiently and grow business. That means they do need not to acquire a separate CRM software. It’s an all-in-one solution as far as CRM goes.
With TopNotePad, users can easily create and send custom emails to clients directly from the application. This means you do not have to exit from the software and open an email application. The software maintains notes (memos) across each client and sets reminders to promptly follow upon client’s tasks. Inventory management becomes a breeze as you have total control of your inventory at all levels. You can set up re-order level to trigger alerts once the inventory level reaches a threshold.
Simply put, TopNotepad is loaded with the tools to help SMBs and freelancers manage their business.
Show MoreOverview of TopNotepad Features
- Create Invoice
- Register Payments
- Download PDF
- Send Emails
- Reminder
- Excel Export
- Invoice Dashboard
- Clients List
- Attachment
- Expense Category
- Expense Dashboard
- Log Expenses
- Import/Upload Leads
- Lead Status/Stage
- Lead Source
What Problems Will TopNotepad Solve?
Scenario 1: Companies maintain multiple software, one for CRM and other for invoicing/accounting. It becomes a challenge to move the data between the software or requires multiple data entry. With TopNotepad, you get to manage all at one place, reducing the usage of precious and scarce resource – time and money.
Scenario 2: All cloud-based applications are available and accessible from anywhere in the world as long as one has valid login credentials. Now, what if a company does not want to let the employee access business records from outside the office? It is tricky, as the software is hosted in the cloud and can be accessed with valid credentials. Now, TopNotepad has a unique feature to restrict user’s access from specific IP addresses. A business can lock the user to access the software from within the company premises by restricting the user’s access by configuring the IP. This feature is available only for multi-user subscriptions.
Scenario 3: What if a small business wants to restrict the access of a user to specific module?Example: An employee from invoicing department should not have access to data of expenses department. Now, TopNotepad has a unique feature of controlling rights to the module by user. This ensure people in origination have access to required information only.
TopNotepad Position In Our Categories
Bearing in mind businesses have distinct business-related wants, it is only sensible that they abstain from selecting a one-size-fits-all, ”best” software solution. Be that as it may, it is nearly futile to discover such application even among recognizable software systems. The sensible thing to undertake can be to narrow down the various major factors which entail research like major features, costing, skill aptitude of staff, company size, etc. After which, you must follow through the research fully. Browse over these TopNotepad analyses and check out each of the software options in your shortlist in detail. Such comprehensive research guarantees you stay away from poorly fit software products and buy the system that has all the benefits your company requires for optimal results.
Position of TopNotepad in our main categories:
TOP
200
TopNotepad is one of the top 200 Accounting Software products
TOP
50
TopNotepad is one of the 50 Online Accounting Software products
Enterprises have unique needs and requirements and no software platform can be just right in such a condition. It is futile to try to find a perfect off-the-shelf software system that meets all your business requirements. The smart thing to do would be to modify the application for your specific wants, employee skill levels, finances, and other elements. For these reasons, do not hurry and subscribe to well-publicized popular systems. Though these may be widely used, they may not be the perfect fit for your particular requirements. Do your groundwork, look into each short-listed platform in detail, read a few TopNotepad Billing and Invoicing Software reviews, contact the seller for explanations, and finally choose the product that provides what you need.
How Much Does TopNotepad Cost?
TopNotepad Pricing Plans:
Free Trial
Pond Plan
$12.5/month
Lake Plan
$25/month
Sea Plan
$37.5/month
Ocean Plan
$50/month
What are TopNotepad pricing details?
TopNotepad Pricing Plans:
Free Trial
Pond Plan
$12.5/month
Lake Plan
$25/month
Sea Plan
$37.5/month
Ocean Plan
$50/month
Pond Plan – $12.5/month
- 1 User
- Unlimited Storage
- Unlimited Invoicing
- Unlimited Expenses
- Manage Unlimited Leads
- Manage Unlimited Clients
Lake Plan – $25/month
- 5 Users
- Unlimited Storage
- Unlimited Invoicing
- Unlimited Expenses
- Manage Unlimited Leads
Sea Plan – $37.5/month
- 10 Users
- Unlimited Storage
- Unlimited Invoicing
- Unlimited Expenses
- Manage Unlimited Leads
Ocean Plan – $50/month
- Unlimited Users
- Unlimited Storage
- Unlimited Invoicing
- Unlimited Expenses
- Manage Unlimited Leads
User Satisfaction
Positive Social Media Mentions
0
Negative Social Media Mentions
0
We realize that when you make a decision to buy a Billing and Invoicing Software it’s vital not only to see how experts score it in their reviews, but also to find out if the real users and enterprises that use these solutions are genuinely satisfied with the service. Because of that need we’ve designer our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and TopNotepad reviews across a wide array of social media sites. The data is then displayed in an easy to digest way revealing how many users had positive and negative experience with TopNotepad. With that information available you should be prepared to make an informed business choice that you won’t regret.
Video
Technical details
Devices Supported
- Windows
- Mac
- Web-based
Deployment
- Cloud Hosted
Language Support
- English
Pricing Model
- Free
- Annual Subscription
Customer Types
- Small Business
- Freelancers
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for TopNotepad?
TopNotepad integrates with PayPal and plans to add more popular payment processors across the globe.
TopNotepad User Reviews
TopNotepad average rating:
5/5
Overall impression
5/5
Customer Support
5/5
Value for Money
5/5
Ease of Use
Write your own review of this product
ADD A REVIEWThe most favorable review
PROS: Great program. I just need to do the things that I have to do any which way i.e., create invoices and key in my expenses but I spend much lesser time now. It also saves me time in book-keeping because most of the stuff would auto populate, I have the reports I need, pretty smooth. The ease, I like the way the roll-up things in right heads, easy to understand, like all these modules i.e., the invoicing manager, payments tracking, expense manager.
CONS: Not enough documentation of FAQs. Should create a more exhaustive knowledge base.
The least favorable review
PROS: Great program. I just need to do the things that I have to do any which way i.e., create invoices and key in my expenses but I spend much lesser time now. It also saves me time in book-keeping because most of the stuff would auto populate, I have the reports I need, pretty smooth. The ease, I like the way the roll-up things in right heads, easy to understand, like all these modules i.e., the invoicing manager, payments tracking, expense manager.
CONS: Not enough documentation of FAQs. Should create a more exhaustive knowledge base.
More reviews from 4 actual users:
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Latest
- Latest
- Most useful
- Most positive
- Most negative
Perfect book-keeping solution for a freelancer
Read full review >
5/5
Overall impression
5/5
Customer Support
5/5
Value for Money
5/5
Ease of Use
Published on: 14.07.2021
Company Size: 1-10 Employees
Industry: Health, Wellness and Fitness
PROS: Straightforward and simple billing templates. It allows me send automatic payment reminder to my clients before the due date. I have not missed collection of single payment ever since I started using TopNotepad. I would say these two features invoicing, payment reminder, expenses tracking are the best.
CONS: Nothing glaring so far. Need to get into details of each feature to be able to comment.
Truly simple!
Read full review >
5/5
Overall impression
5/5
Customer Support
5/5
Value for Money
5/5
Ease of Use
Published on: 01.05.2021
Company Size: 1-10 Employees
Industry: Real Estate
PROS: Simplicity of the software is what I liked the most. I can seamlessly create e-invoice and enable payment link within the invoice. There is also an option to create estimates/quotations which can be converted into invoices later. I can track and manage my business expenses as well within the application.
CONS: Integration with third party application could be better.
Now I manage my books without support
Read full review >
5/5
Overall impression
4/5
Customer Support
5/5
Value for Money
5/5
Ease of Use
Published on: 21.11.2016
Company Size: 1-10 Employees
Industry: Marketing and Advertising
PROS: Great program. I just need to do the things that I have to do any which way i.e., create invoices and key in my expenses but I spend much lesser time now. It also saves me time in book-keeping because most of the stuff would auto populate, I have the reports I need, pretty smooth. The ease, I like the way the roll-up things in right heads, easy to understand, like all these modules i.e., the invoicing manager, payments tracking, expense manager.
CONS: Not enough documentation of FAQs. Should create a more exhaustive knowledge base.
5/5
Overall impression
Fantastic small business owner invoicing solution providing excellent user experiences. If you are a Quickbooks user, try TopNote Pad to bring more ease to your day to day invoicing and A/R management. I have been using this product now for about 7 months and I am not looking back.
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TopNotepad user reviews
Perfect book-keeping solution for a freelancer
Read full review >
5/5
Overall impression
5/5
Customer Support
5/5
Value for Money
5/5
Ease of Use
Published on: 14.07.2021
Company Size: 1-10 Employees
Industry: Health, Wellness and Fitness
Truly simple!
Read full review >
5/5
Overall impression
5/5
Customer Support
5/5
Value for Money
5/5
Ease of Use
Published on: 01.05.2021
Company Size: 1-10 Employees
Industry: Real Estate
Now I manage my books without support
Read full review >
5/5
Overall impression
4/5
Customer Support
5/5
Value for Money
5/5
Ease of Use
Published on: 21.11.2016
Company Size: 1-10 Employees
Industry: Marketing and Advertising
5/5
Overall impression
Fantastic small business owner invoicing solution providing excellent user experiences. If you are a Quickbooks user, try TopNote Pad to bring more ease to your day to day invoicing and A/R management. I have been using this product now for about 7 months and I am not looking back.
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