What it is
ClickBalance One is the new app from ClickBalance, a Mexican company with more than 25 years in business software. It brings together sales and invoicing, inventory, CRM, point of sale, meetings, talent and a knowledge base, with AI assistants that work on your company's real data. It installs on Mac or Windows and runs on servers inside your own network rather than at a public URL.
How to use it
- Quote, log orders and invoice from the commercial module.
- Track stock in real time with barcodes and traceability.
- Ring up sales on the touchscreen POS, even offline.
- Record and transcribe meetings from Zoom, Teams or Google Meet and let AI qualify the lead.
- Build AI agents without code to check inventory or draft quotes.
What it's good for
- A trading company in León that wants sales, inventory and invoicing in one system installed at its office.
- A store with several registers that has to keep selling when the internet goes down.
- A sales team in Monterrey that records client calls and wants AI to log agreements in the CRM.
Pros
- Nine modules, from sales and inventory to CRM and POS, in a single app
- Point of sale that keeps working offline
- Built-in AI that reads and records your company's real data
- Backed by a Mexican company with 25+ years in ERP
Cons
- Installs only on Mac or Windows; the site mentions no web or mobile version
- Running on servers in your network means you need infrastructure and someone to maintain it
- No advertised free trial; access starts with a demo
