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TopNotepad Review

TopNotepad
Our score: 8.0 User satisfaction: N/A

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.

Overview 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.

Overview 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

Because companies have special business demands, it is only logical they avoid adopting an all-in-one, ideal software product. Needless to say, it is almost impossible to try to chance on such application even among well-known software products.
The correct step to undertake can be to narrow down the various major functions which call for a scrutiny like important features, price plans, skill capability of staff members, company size, etc. The second step is, you must do the research comprehensively. Read these TopNotepad reviews and check out each of the applications in your list in detail. Such comprehensive research makes sure you keep away from mismatched apps and select the one that has all the tools your company requires in growing the business.

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

TopNotepad is also listed in the following subcategories:

Each organization has different needs and requires an application that can be customized for their size, kind of staff members and buyers, and the particular industry they are in. For these reasons, no software can offer perfect features off-the-shelf. When you search a software product, first be sure what you need it for. Read some TopNotepad Billing and Invoicing Software reviews and ask yourself do you desire basic functionality or do you want complex functionality? Are there any industry-specific features that you are searching for? Obtain the answers to these queries to help your search. There are lots of aspects that you need to mull over and these include your budget, particular business wants, your company size, integration requirements etc. Take your time, try out a few free trials, and finally zero in on the system that presents all that you require to enhance your company efficiency and productivity.

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

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 Billing and Invoicing Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and TopNotepad reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with TopNotepad. With that information at hand you should be equipped to make an informed buying decision 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?

  • email
  • phone
  • live support
  • training
  • tickets

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TopNotepad Comparisons

TopNotepad user reviews

Perfect book-keeping solution for a freelancer

Read full review >
Robert Peterson
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 22.12.2016 Company Size: 1-10 Employees Industry: Health, Wellness and Fitness

Truly simple!

Read full review >
Loriana Criniti
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 05.12.2016 Company Size: 1-10 Employees Industry: Real Estate

Now I manage my books without support

Read full review >
Anonymous Reviewer
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
Anonymous Reviewer
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.

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

What integrations are available for TopNotepad?

TopNotepad integrates with PayPal and plans to add more popular payment processors across the globe.

TopNotepad average rating:

Average score
5/5 (3 user reviews)
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 REVIEW

The most favorable review

Anonymous Reviewer

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.

Reviewed 3 years ago

Read full review >

The least favorable review

Anonymous Reviewer

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.

Reviewed 3 years ago

Read full review >

More reviews from 4 actual users:

Sort by:

Latest
  • Latest
  • Most useful
  • Most positive
  • Most negative

Perfect book-keeping solution for a freelancer

Read full review >
Robert Peterson
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 22.12.2016 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.

What do you think about this review? Great Poor

Truly simple!

Read full review >
Loriana Criniti
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 05.12.2016 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.

What do you think about this review? Great Poor

Now I manage my books without support

Read full review >
Anonymous Reviewer
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.

What do you think about this review? Great Poor
Jon Barhorst
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.

Reviewed By Nestor Gilbert
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