Features

All the tools you need to run your business efficiently.

Invoices & Auto-Billing

  • Customizable Invoices: Add your logo to your invoices for a personalized and professional feel.
  • Attach Files to Invoices: Have a few documents your client may need? Simply attach them to an invoice.
  • Automatic & Recurring Invoices: Manage invoices with ease by scheduling them in advance, to be issued automatically, at a specified date and time, or at regular intervals.
  • Invoice Viewed Alerts: Chiggopay alerts you when your client has viewed your invoice.
  • Time, Mileage, & Expense Tracker: We include cost-to-completion monitoring, so you can track your time and have invoices created automatically.
  • Invoice Billable Expenses: : Include related expenses in the next invoice you send to your client.
  • Simplified Billing: Send statements, receive payments, and track balances all within one system.
  • Discounts: Add percentage or fixed discounts as needed.
  • Multi-Currency: There shouldn’t be a limit on the clients you take on. International waters, here we come.

Client Management Portal

  • Collaborate with Ease: Connect with clients in our Individualized Client Portals. Instantly create invoices and proposals, and view the entire journey on a user-friendly dashboard. The simple interface provides full transparency and visibility every step of the way.
  • Appointment Scheduling Feature: Manage your clients’ appointments, invoices, packages, account history, and more, all in one system — book meetings with clients in mere moments.
  • Internal Live Chat Integration: Easily make deals, discuss prices, and negotiate terms and conditions all in one place. Conveniently interact in real-time with clients, keeping conversations regarding proposals, invoices, or anything of relevance. Share files by including work-related attachments in your messages.
  • Invoicing & Billing: Send out detailed statements and invoices, track account balances, and charge your clients for services directly with a single click.
  • Feedback Management: Clients can provide feedback, so you can access testimonials about the services you provide whenever you need them.

Team Collaboration

  • Team Management: Your dashboard's features include assigning roles to team members and the ability to collaborate on a project.
  • Stay on Task & On-Time: Collaborate seamlessly in real-time. Keep everyone up-to-date on crucial information concerning projects. Make missed deadlines a thing of the past because team members are now in sync.
  • Smart ‘Heads-up’ Alerts: Get notifications if and when vital messages and tasks are viewed and completed.
  • Secure: Keep all invoices, proposals, statements, etc., under one roof, and grant access to team members as needed.

Proposals

  • Customizable Proposals: Create beautiful, customized proposals that sell ideas, win projects, and land new clients in a matter of seconds. Our in-design editor lets you add text, images, and videos.
  • E-Signature Included: : Streamline your deals with digital signing. Enable the e-sign feature and eliminate endless paperwork. Easily accept or decline proposals with the 'Approve Terms' checkbox.
  • Secure: Password protected proposals ensure only the people you approve gain access.
  • Smart ‘Heads-up’ Alerts: Get notifications when clients take a peep at your proposal or approve quotes. Track when they are opened and signed. Custom late-payment and auto-reminder emails keep you on point, too.

Business Portal

  • Customizable & Shareable Mini Website: You get a personalized micro-website that you can not only customize but share, too.
  • Team Management Tools: Get notifications when clients and team members take action on tasks. Engage in real-time conversations that you can save for later viewing.
  • Easily Categorize and Search Tasks: Easily list the clients and projects that are active. You’ll have access to proposals, invoices, and any other important documents, links, and conversations from anywhere and at any time. Chiggopay’s simple interface keeps things from getting cluttered.

Automation

  • Get Paid Faster: Ever forget to collect an invoice? Manage invoices with ease with our automated invoice approval system. Automate typically tedious recurring tasks like invoicing workflows and payment reminders. Swiftly get paid through a variety of payment methods like PayPal and Stripe.
  • Keep Your Coins Tidy: Our paperless solution helps with record-keeping, processing time, and cash flow management. That means less stress for you because your coins are organized on autopilot.
  • Constant Updates: Use Chiggopay to track unpaid invoices and send payment requests. Our integrated calendar helps you schedule and manage service appointments, as well as periodic meetings.