CloudBooks

CloudBooks

3.5 / 5 9 reviews

Who Uses This Software?

CloudBooks is the perfect invoicing tool for freelancers and small business owners. It's intuitive and quick so that business owners can complete their invoicing in no time.


Average Ratings

9 Reviews
  • 3.5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $10.00/month
  • Pricing Details
    Free $0 Team $10 Month Agency $20
  • Free Version
    Yes
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • CloudBooks
  • www.cloudbooksapp.com
  • Founded 2013
  • United States

About CloudBooks

CloudBooks is a web-based invoicing software that helps you craft beautiful invoices, automatically send payment reminders and get paid faster online. CloudBooks is a comprehensive suite of tools for small business owners. We help you take care of online invoicing, time tracking, payment tracking, sending estimates and client management. We're a service that saves you time and improves your client relationships.


CloudBooks Features

  • Contingency Billing
  • Customer Portal
  • Customizable Invoices
  • Hourly Billing
  • Invoice History
  • Mobile Payments
  • Multi-Currency
  • Online Invoicing
  • Online Payments
  • Project Billing
  • Recurring/Subscription Billing
  • Service Ticket Billing
  • Billing & Invoicing
  • Client Portal
  • Collaboration Tools
  • CRM
  • Document Management
  • Portfolio Management
  • Project Management
  • Proposal Generation
  • Quote Management
  • Resource Management
  • Time & Expense Tracking
  • Activity Tracking
  • Billable Hours Tracking
  • Billing Rate Management
  • Expense Tracking
  • Invoice Processing
  • Multiple Billing Rates
  • Project Tracking
  • Reimbursement Management
  • Time Tracking by Client
  • Time Tracking by Project

CloudBooks Reviews Recently Reviewed!

really bad. Took forever to disconnect from service. No refund. no support.

Sep 18, 2017
1/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Cons: Despite contacting service support numerous times, I received no service or help from anyone. All contacts went unanswered. I would never recommend this service to anyone and shared my experience with many of my peers and colleagues.

Customer support has been very responsive but software is not as easy to use as I would like

Jul 28, 2017
3/5
Overall
2 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Robust functionality - I can do almost everything I need.
Cloud based application allows for users to see invoices from anywhere

Cons: Not very user friendly.
-difficult to select names and items when processing invoices. Sometimes the wrong item is picked and we have to start over
-Requirements to enter email address even if I am not emailing an invoice
-Customer phone number does not appear on the invoice

Wanted to just do a quick trial. Liked it overall. Would use it in the future!!

Jul 26, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
Likely
Extremely
Likely

Pros: I like the intuitive interface. That made it very easy to use. I also liked that it was cloud based and accessible from anywhere.

Cons: I do not like how limited the free account is. Not very useful. Would much rather have limited extra features with unlimited number of invoices. Once it is embedded in my business then I would take a look at the additional functionality to determine whether it is worth the cost to upgrade. As is, I won't use it as I don't want to use up my revenue on paying for it. Therefore some other system will likely be put into place and make it harder to switch if I wanted to.

Overall: Not much. Just used the trial to see if it would work for me. It won't, free plan is too limited. Maybe sometime in the future I will decide to pay for something like this.

I think this is good software, and the support team was very friendly when testing out the app.

Jul 18, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: Great support team. Fairly straight-forward to use. Very nice looking front-end, which they did not have originally. Actually one of the better looking ones I have seen.

Cons: I'm not a big fan of the straight line timing of items, but it seems to work fine regardless. When I tested the app, they did not have in-line task creation when starting a timer. Have really enjoyed that on other apps like primaerp.com.

Overall: Not much since I used it in testing of different time-tracking & invoicing apps, but I would definitely applaud their support team.

Most features don't work, or don't work well.

Jul 18, 2017
2/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
1 / 5
Customer Support
3 / 5
Value for Money

Pros: Has a nice feature set (when it works) and it is cheap, since I only use it for a few clients I'm willing to put up with the bugs.

Cons: Most features beyond basic ones don't work at all or as well as it should. Base functionality is OK for basic invoicing. Support is absolute rubbish.

CloudBooks has made my consulting business much simpler to manage

Jul 18, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: I like that It is web based, very easy to quickly greatly invoices. I like that I can quickly get reports and a quick overview of my invoices.

Cons: The new invoice layout can be a bit confusing. I would also like to see an iOS app to edit and send invoices. I would like to see integration with Square for payments.

Overall: simplifying my billing

Why We Recommend CloudBooks

Jul 17, 2015
4/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Comments: CloudBooks slogan is "Send Invoices Online. Get Paid Faster", and this online billing and invoicing software offers a clean look that¿s complemented by pops of color. After a 30-day free trial, $2 per month for up to 25 customers and 3 users, next monthly subscription is $20 up to Unlimited customers and Unlimited users for unlimited invoices and estimates, time tracking and customer management, customizable invoices with a logo and much more.

Dashboard: Well designed dashboard with links to invoicing and time keeping tasks, a daily, weekly and monthly revenue overview and reporting for overdue, outstanding and paid invoices.

Reminders: Automatic late payment reminders via email.

Cost: CloudBooks offers many features with no limits for a really low monthly cost.

Mobile/Future plans : No mobile apps, although customers can pay invoices on their smart
phone and CloudBooks can be used via a web browser on tablets. Mobile apps are in future plans.

Gateways: Accepts payments from seven popular gateways, like Google Checkout and PayPal, which is enough for many businesses, but some others offer many more gateways.

Excellent Software

May 08, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I have been using this invoice and billing software for some months now and I can say that I am very satisfied. CloudBooks Invoice only charges you if you create more than 5 invoices per month. However, the pricing for more invoices is very reasonable. I managed to sign up in just a few seconds, which surprised me. The subscription to other invoicing applications is often much more time consuming. The dashboard that CloudBooks created is pretty intuitive. You just need to take some minutes to set up an invoice template and you can start invoicing right away.

Pros: Follow up on unpaid bills. It integrates with PayPal and its own products. The software is ready for multiple currencies

Cons: None so far.

Great app, just what we needed,.

May 07, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Needs a few tweaks to be perfect but overall a very good app, Hopefully Android apps are in the works. Very responsive customer service. A real Pleasure to deal with!!

Vendor Response

by CloudBooks on May 07, 2015

Thank you James. Android app in development and will be live soon.