Bookipi Overview
Bookipi is an all-in-one, AI-powered business management platform designed to streamline operations for freelancers and small businesses. It offers a 360-degree integrated suite of tools that cover everything from generating invoices and receiving payments to managing client relationships and automating administrative tasks, all within a single platform.
Bookipi Key Features
- AI-Powered Automation: Speed up your workflows with an AI Assistant for task creation, AI Contract for generating eSignature-ready documents, and Proposal AI for crafting professional proposals in seconds.
- Smart Invoicing & Payments: Easily generate and send invoices, estimates, purchase orders, and credit notes. Accept credit card payments and contactless "Tap to Pay" in person, plus set up recurring invoices and automatic overdue reminders.
- Comprehensive Template Library: Access a wide selection of customizable templates for invoices, estimates, receipts, proposals, and contracts, tailored for various jobs, business types, purposes, and formats like Excel, Word, Google Docs, and PDF.
- Secure eSignature Solutions: Upload and send documents for legally-binding electronic signatures online, simplifying your agreement processes.
- Client Relationship Management (CRM): Organize, manage, and interact with your customer base effectively using the integrated sales pipeline tool.
- AI Website Builder: Create a unique, multi-page business website in minutes with AI, with options to connect custom domains and set custom fonts and colors.
- Virtual AI Receptionist: Utilize an AI voice call agent that answers calls, handles inquiries 24/7, and provides valuable call insights.
- Time & Staff Management: Efficiently manage your team by creating timesheets, planning shifts, and organizing rosters.
- Appointment Scheduling: Let clients and co-workers book meetings with you instantly, making scheduling effortless.
- Expense Tracking: Connect seamlessly with the Bookipi Expense app to track and manage all your business expenses.
- Seamless Cross-Platform Sync: Enjoy real-time data synchronization across Bookipi's web and mobile apps, allowing you to work from anywhere.
- Gmail Integration: Send invoices directly from your Gmail inbox without switching applications.
