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.

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.

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.

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