Kafeo logo

Kafeo

by Apiris · Since 2004
No reviews yet
ActiveAvailable globallyCloud
Quick facts
VendorApiris
Year launched2004
StatusActive
LocationKafeo SAS 3 Rue du Bâtonnier Jacquet 69009 Lyon France
Countries servedGlobal
Languages2
Integrations
Free tier
Free trial
Contact salesYES

About Kafeo

Kafeo is a management software from Apiris that supports the creation and management of quotes and invoices for individual entrepreneurs. It combines document creation and editing, document visualization and printing, and backup and archiving of quotes and invoices so users can maintain accurate financial records. Additionally, Kafeo allows for the generation of documents in PDF format for online delivery and the one-click change of a quote into an invoice. This functionality helps to simplify the invoicing process, saving time for users. Key capabilities: creation and editing of quotes and invoices document visualization and printing backup and archiving PDF generation one-click quote to invoice change Best for: individual entrepreneurs that need efficient invoicing and quoting solutions.

**Kafeo by Apiris** is a feature-rich billing and invoicing software designed to simplify financial management for small to medium-sized enterprises (SMEs). The platform is tailored to assist businesses with creating and managing invoices, quotes, and client relationships while streamlining billing follow-up and financial reporting. With its comprehensive feature set, user-friendly interface, and reliable performance, Kafeo positions itself as a valuable tool for businesses looking to optimize their operations. One of Kafeo’s standout qualities is its **user interface**, which combines simplicity and functionality. The dashboard is intuitively designed, offering quick access to critical features like invoice creation, client management, and financial reporting. The clean, modern layout enhances usability, ensuring that even users with limited technical expertise can navigate the system with ease. Unique design elements, such as drag-and-drop customization for invoices, add to its appeal by allowing users to tailor documents to their specific branding and operational needs. The logical flow of menus and features further reduces the learning curve, making the software accessible to new users while still being powerful enough for experienced professionals.

Pros & Cons

What users like
  • +Focus on Core Billing Needs:
  • +Specifically designed for entrepreneurs, it likely focuses on essential features like creating quotes, generating invoices, and tracking payments.
  • +May have features tailored to the specific needs of small businesses.
  • +Potential for Ease of Use:
  • +As a specialized billing software, it could have a user-friendly interface, making it easy for entrepreneurs to navigate and use.
  • +May Include Scheduling Features:
  • +The mention of a schedule suggests potential integration with scheduling tools or the ability to schedule recurring invoices, which can be a valuable time-saver.
What users flag
  • Limited User Reviews: Having no reviews on Capterra makes it difficult to assess real-world user experiences.
  • This lack of feedback could indicate a relatively new or less popular software.
  • Unknown Pricing: The lack of pricing information makes it challenging to compare Kafeo with competitors and determine if it fits within your budget.
  • Limited Features: As a niche software, it might lack advanced features found in more comprehensive billing and invoicing solutions.
  • This could limit its usefulness for businesses with complex needs.

Features

Key features

1. Simple and User-Friendly
Easy to learn and use, even with minimal computer knowledge.
2. Offline Access
Your data is stored locally on your computer, not in the cloud, ensuring data security and privacy.
3. Comprehensive Solution
Manages all aspects of your business, including quotes, invoices, customer relationships, and scheduling.
4. Affordable
Available in different versions to suit your specific needs and budget.
5. Excellent Support
Provides helpful tutorials, online documentation, and responsive customer support.

Additional features

1. Creation & Editing
Easily create and edit quotes and invoices.
2. VAT Handling
Supports various VAT rates, including exemptions for micro-businesses.
3. Viewing & Printing
Conveniently view and print documents.
4. Backup & Archiving
Securely back up and archive all your documents.
5. PDF Generation
Export documents as PDFs for easy sharing and storage.
6. Quote-to-Invoice Conversion
Seamlessly convert quotes into invoices with a single click.
7. Purchase Order Integration
Convert purchase orders into invoices effortlessly.
8. Automated Numbering
Automatic numbering of quotes and invoices for efficient organization.
9. Logo Integration
Add your company logo to professionalize your documents.
10. Document Duplication
Quickly duplicate existing documents to save time.
11. Invoicing Monitoring & Reminders
Track invoice payments and set up automated reminders.
12. Invoice History
View the history of all quotes and invoices for each customer.
13. Contact Customization
Define custom contact families (customers, prospects, suppliers, etc.).
14. Personalized Communication
Manage various communication channels (phone, email, mail, meetings).
15. Contact File Creation
Create and manage individual and company contact files.
16. Document Attachment
Attach relevant documents to customer files.
17. CRM Integration
Track all customer interactions (phone calls, emails, meetings) for improved relationships.
18. Contact History
View the complete history of interactions with each contact.
19. Task Scheduling
Schedule recurring tasks (appointments, reminders, mailings).
20. Priority Setting
Set priorities and alarms for important tasks.
21. Kafeo Contact Management
For contact management only.
22. Complete Kafeo
For comprehensive business management (contact management + quotes & invoices).
23. Kafeo Auto-entrepreneurs
Specifically designed for auto-entrepreneurs with features like simplified accounting.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
2
Interface languages
3
Billing currencies

Interface languages

FrenchEnglish

Billing currencies

🇪🇺EUR🇺🇸USD🇬🇧GBP

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