Modern CRM With Billing And Invoicing
Unlimited CRM With Invoicing
Easily organize your billing with Bitrix24’s CRM and invoicing software. Perfect for large and small businesses, you get an all-round business tool that goes way beyond simply quoting and invoicing. Your CRM lets you grow your relationship with your customers, and quotes and invoices are just one part of that. With so many integrations, you can talk to your clients on whatever platform they want and keep a record of all interactions and billing in one place. When you’re ready to send the invoice, in just a click of a button, you can send it by email or print it as a PDF.
Bitrix24 is a cloud CRM with invoicing and quotes. Quote and invoice forms in Bitrix24 are fully customizable, so you can add your logo, custom fields and rearrange information as you'd like. Quotes can be converted to invoices with just one click, and invoices can be either printed out or emailed to clients. Most importantly, Bitrix24 professional plans comes with unlimited quotes and invoices.
One Central CRM
Keep records of all your contacts in your CRM. Bitrix24’s customer relationship manager allows all of your team members to track each contact, leaving important notes so no details fall through the gaps. With unlimited users and invoices, this CRM is perfect for small and medium-sized enterprises. With a joint system, any of your sales agents can jump into any client’s file and pick up the slack if a team member is off sick. This helps you keep your quote generation software running like a well-oiled machine as you send out punctual invoices.
Quotes and Invoices
Sending quotes should be a part of making money, not a business expense, so the best quoting and invoicing software should give you unlimited quotes and invoices. Bitrix24 offers all this as well as project management, communication, and task management tools. But not all of your quotes have to be the same. You can attach a range of special discounts to loyal or new customers, and watch the positive reviews come rolling in. If you have international clients, Bitrix24’s quote making software lets you apply the correct taxation procedures and currencies, cutting down on the monotonous work.
* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.
Basic Features
- Unlimited users
- Custom quotes and invoice
- 5GB free online storage
- Web based and on premise
- Unlimited CRM records
- CRM Import/Export
- Flexible access rights
- Free mobile apps for iOS and Android
- API and source code available
Unlimited CRM
- Leads/Contacts/Companies/Deals
- Custom sales stages
- Custom fields in CRM
- Quotes and Invoices
- Products and Product Catalog
- CRM activity stream
- Currencies and taxes
Import & Export
- Excel & CSV
- Email to lead
- Call to lead
- Web to lead (external web forms)
- Manual entry
- Mobile entry
Sales Automation
- Custom workflows (business processes)
- Email marketing
- Access rights
- Automatic lead assignment
- Sales funnel
- CRM reports
- Tasks and documents
- Calendar and scheduling
Call Center and Telemarketing
- Incoming calls
- Outbound calls
- Rent local number
- Rent toll free number
- Use your number
- Call recording
- Call forwarding