Geekzone: technology news, blogs, forums
Guest
Welcome Guest.
You haven't logged in yet. If you don't have an account you can register now.


553 posts

Ultimate Geek
+1 received by user: 150

Trusted

Topic # 185858 8-Dec-2015 11:00
Send private message

Hi Guys,

Helping a friend set up a start up and we're looking for a solution for credit card payment and crm,

had a look at anz fast pay but want to avoid the significant start up costs.

Also paypal payments but payments don't automatically go into business bank account.

also looking for mobile CRM, customer management and invoicing,

I'm a little green. Are these seperate apps or is there a good solution that has everything included.

The situation is he is selling products and services from his car and wants to be paperless.

Has a business bank set up with anz

Has email set up with google apps for business.

All help will be appreciated.




Voice gives context

View this topic in a long page with up to 500 replies per page Create new topic
 1 | 2
BDFL - Memuneh
60776 posts

Uber Geek
+1 received by user: 11664

Administrator
Trusted
Geekzone
Lifetime subscriber

517 posts

Ultimate Geek
+1 received by user: 155

Subscriber

  Reply # 1442551 8-Dec-2015 11:07
Send private message

I would recommend a combo of Xero and Payment Express. That'll take care of all invoicing, and customers can pay via Xero/Payment Express when they receive an email invoice.

I'm not sure how it would work with face-to-face payments on the spot, perhaps Payment Express have an option to manually enter credit/debit card info but I'm not 100% sure.

I do know that Stripe will be launching as a private beta in New Zealand "in the next few weeks" so that might be something to keep an eye out for.

Can't help with the CRM side of things sorry, but again I know there are several solutions that tie in directly with Xero.

47 posts

Geek
+1 received by user: 4

Trusted

  Reply # 1442606 8-Dec-2015 12:25
Send private message

Up until a few weeks ago I would have recommended SwipeHQ and their K1 mobile payment device as a great credit card / eftpos payment solution. More recently I'm getting concerned about numerous service outages they have had. In any case check them out at swipehq.co.nz and decide if they fit the bill yourself.




M

Awesome
4799 posts

Uber Geek
+1 received by user: 1060

Trusted
Subscriber

  Reply # 1442622 8-Dec-2015 12:51
Send private message

Have a look at Zoho CRM. It's not the best in the world, but their basic CRM is free for up to 10 users. These also have some other useful apps for small businesses many with a free tier.




Twitter: ajobbins


What does this tag do
953 posts

Ultimate Geek
+1 received by user: 193

Subscriber

  Reply # 1442666 8-Dec-2015 13:16
Send private message

Braintree are fairly new on the scene in NZ but pretty cool

12589 posts

Uber Geek
+1 received by user: 5908

Trusted

  Reply # 1442674 8-Dec-2015 13:22
Send private message

Xero, however cash flow is vital to startups, try to make it as close to cash as possible.

The other killer of startups is the second year tax burden, be aware of it and plan for it. It does not take prisoners.




Mike
Retired IT Manager. 
The views stated in my posts are my personal views and not that of any other organisation.

 

 It's our only home, lets clean it up then...

 

Take My Advice, Pull Down Your Pants And Slide On The Ice!

 

 


603 posts

Ultimate Geek
+1 received by user: 208


  Reply # 1442676 8-Dec-2015 13:25
Send private message

For CRM I use www.nutshell.com. Not expensive and decent functionality.




Amanon

6314 posts

Uber Geek
+1 received by user: 380

Moderator
Trusted
Lifetime subscriber

  Reply # 1443384 9-Dec-2015 10:30
Send private message

You're not going to be able to find one product that will fit the bill for everything, so it's a matter of finding a suite of products that plug into each other.

Definitely use Xero for accounts.  That's a no brainer.

There's a few good CRM suggestions here already.  

For payments, Paypal is fine, you just need to withdraw the money manually once you hit $150.  Alternatively, buy/lease a mobile EFTPOS unit.

24 posts

Geek
+1 received by user: 2


  Reply # 1462278 6-Jan-2016 13:04
Send private message

A couple of our customers use eWay as their payment gateway, and while they do't use it for stock control, I think it can be done in conjunction with the likes of woocommerce. 

389 posts

Ultimate Geek
+1 received by user: 55


  Reply # 1462314 6-Jan-2016 13:37
Send private message

Martin_NZ: Up until a few weeks ago I would have recommended SwipeHQ and their K1 mobile payment device as a great credit card / eftpos payment solution. More recently I'm getting concerned about numerous service outages they have had. In any case check them out at swipehq.co.nz and decide if they fit the bill yourself.


From what I understand they went bust recently? Their website still functions but it does have in nice big red font "we are not accepting any new customers"

1109 posts

Uber Geek
+1 received by user: 227

Subscriber

  Reply # 1477691 24-Jan-2016 09:48
Send private message

I've been running an IT business using Freshbooks.com and paypal

 

 

 

freshbooks:

 

  • Allows you to track time
  • Allows you to send invoices to clients
  • Allows yo to see when clients have logged in and seen invoices
  • Allows you to email clients and keep basic info (address, multi contacts, phone, email etc)
  • Awesome service.
  • It is not a full GL ledger.
  • It has android, ios and obviously html based access - all good.
  • invoices can have paypal links to them which auto sign off an invoice as paid
  • Can have repeating invoices and auto late penalties, remniders etc
  • Faster to use than xero - which I am rapidly going off for the business which does use it (slow to enter into, lots of glitches and bad work flow).

 

 

I personally dont like paying through the nose just to have a credit card system via the banks then getting hit for a good percent of each transaction. The two - three day wait is worth it for me to use paypal.

 

 

 

Try the freshbooks 30 day trial. It changed my business.

 

As for a CRM - either freshbooks will work for you or it wont (logical hey?)

 

Be careful jumping into a CRM - as you often spend more time managing them than using them.

 

What do you want from a CRM?

 

Names and addresses? Freshbooks, shared contacts in gmail or office365 or outlook or an exchange service like digiwebs or... all do that.

 

Notes on visits? Then a basic access Db will do that.

 

Other like sales pipes etc? The you may need a CRM. Zoho is meant to be good.

 

 

 

 

 

 





nunz

3206 posts

Uber Geek
+1 received by user: 613

Trusted

  Reply # 1480089 27-Jan-2016 17:38
Send private message

We use eway. Quite good.





Ray Taylor
Taylor Broadband (rural hawkes bay)
www.ruralkiwi.com

There is no place like localhost
For my general guide to extending your wireless network Click Here




894 posts

Ultimate Geek
+1 received by user: 271

Trusted

  Reply # 1480144 27-Jan-2016 18:41
Send private message

I have used payment express. They are good. Easy to integrate with as well.

 

Yes Xero is by far the best accounting solution.

 

As for CRM that would depend on what you need to record/manage about your clients. Look at the xero addons and see what crm's are suited to your business model. 






24 posts

Geek
+1 received by user: 2


  Reply # 1480258 27-Jan-2016 21:30
Send private message

I now have to revise my comments on eway. My clients are no longer using this service, as there was an issue with the eway payment plugin, which is provided by a third-party. This could not be resolved and we've had to take a different route.


2770 posts

Uber Geek
+1 received by user: 448


  Reply # 1480276 27-Jan-2016 22:14
Send private message

Be careful with Paypal. They can, at the drop of a hat, decide to place a significant reserve on your Paypal account, if they decide our business has some risk associated with it.  

 

The risk may take several forms, type of product you sell, time to delivery, a sudden increase in turnover, and increase in refunds etc. This means they hold onto the money for up to six months before releasing it.  I've heard of rolling reserves of 20%. Can you afford to have 20% of your turnover locked away for several months. 

 

Do some googling of Paypal reserves.

 

Having said that Paypal is easy to set up and is a well known and accepted payment system.

 

Long term I'd look at a system that pays directly into your bank account.





Sony Xperia X running Sailfish
Jolla C
Nokia N1
Dell Inspiron 14z i5


 1 | 2
View this topic in a long page with up to 500 replies per page Create new topic

Twitter »

Follow us to receive Twitter updates when new discussions are posted in our forums:



Follow us to receive Twitter updates when news items and blogs are posted in our frontpage:



Follow us to receive Twitter updates when tech item prices are listed in our price comparison site:





News »

Microsoft Dynamics 365 Business Central launches
Posted 10-Jul-2018 10:40


Spark completes first milestone in voice platform upgrade
Posted 10-Jul-2018 09:36


Microsoft ices heated developers
Posted 6-Jul-2018 20:16


PB Technologies charged for its extended warranties and warned for bait advertising
Posted 3-Jul-2018 15:45


Almost 20,000 people claim credits from Spark
Posted 29-Jun-2018 10:40


Cove sells NZ's first insurance policy via chatbot
Posted 25-Jun-2018 10:04


N4L helping TAKA Trust bridge the digital divide for Lower Hutt students
Posted 18-Jun-2018 13:08


Winners Announced for 2018 CIO Awards
Posted 18-Jun-2018 13:03


Logitech Rally sets new standard for USB-connected video conference cameras
Posted 18-Jun-2018 09:27


Russell Stanners steps down as Vodafone NZ CEO
Posted 12-Jun-2018 09:13


Intergen recognised as 2018 Microsoft Country Partner of the Year for New Zealand
Posted 12-Jun-2018 08:00


Finalists Announced For Microsoft NZ Partner Awards
Posted 6-Jun-2018 15:12


Vocus Group and Vodafone announce joint venture to accelerate fibre innovation
Posted 5-Jun-2018 10:52


Kogan.com to launch Kogan Mobile in New Zealand
Posted 4-Jun-2018 14:34


Enable doubles fibre broadband speeds for its most popular wholesale service in Christchurch
Posted 2-Jun-2018 20:07



Geekzone Live »

Try automatic live updates from Geekzone directly in your browser, without refreshing the page, with Geekzone Live now.



Are you subscribed to our RSS feed? You can download the latest headlines and summaries from our stories directly to your computer or smartphone by using a feed reader.

Alternatively, you can receive a daily email with Geekzone updates.