Best CRM Software with Invoicing

In the dynamic landscape of business management, Customer Relationship Management (CRM) software plays a pivotal role in fostering efficient interactions with customers and streamlining various operational processes.

When combined with invoicing capabilities, these tools become indispensable for businesses seeking a comprehensive solution to manage customer interactions, sales pipelines, and financial transactions.

In this blog, we explore some of the top CRM software options equipped with robust invoicing features, providing a holistic approach to customer management and financial control.

Table of Contents

Top CRM with Invoicing Software

1. Refrens

Refrens is a best invoicing software innovative with CRM tailored for professionals, bringing together and simplifying crucial business functions in a unified platform. This advanced business operating system includes a robust Lead Management System, streamlined Quoting and Invoicing Suite, integrated Accounting Module, tools for Inventory and Expense Management, Profile Management features, and a potent Networking System.

Specifically crafted for the professional industry, Refrens offers a seamless and well-organized solution for CRM, invoicing, and various business operations. It empowers businesses to efficiently manage quotations, handle invoices, oversee finances, manage inventory, and build professional connections, enabling them to operate with enhanced efficiency and effectiveness

Features:

Quotations and Purchase Orders: Efficiently manage financial transactions related to projects, workshops, or equipment sales by seamlessly handling quotations and purchase orders.
Customizable Invoicing: Our billing software empowers you to craft invoices that showcase your distinctive brand identity. Infuse professionalism into each transaction by personalizing invoices with your company logo and including special messages.
Integration with IndiaMART: Refrens Sales CRM effortlessly integrates with IndiaMart, automating lead capture and enhancing sales management. Seamlessly manage deal progress, send personalized communications, and generate detailed salesperson-wise reports.
Flexible Payment Options: Enhance customer satisfaction by offering a range of payment choices. Our software supports various payment methods, including Google Pay, Phone Pay, Paytm, UPI, QR codes, and more, making it convenient for clients to pay in their preferred way.
Document Attachments: Simplify communication by easily attaching crucial documents like project details, order specifications, or warranty information directly to invoices. Ensure that all relevant information is readily available for both your company and your clients.
Tax Compliance and Reporting: Streamline tax management with features designed to handle TDS and GST. Generate comprehensive reports to ensure compliance with tax regulations and financial standards in the industry.
Terms and Conditions: Define business terms, such as payment deadlines or charges for overdue payments, fostering transparency and preventing misunderstandings in project transactions.
Recurring Invoices: Save time and reduce repetitive tasks by setting up recurring invoices with consistent details for each billing period, providing efficiency for your company’s financial processes.
Digital Signatures: Add a professional and authentic touch to your billing documents by personalizing them with digital signatures, ensuring the legitimacy of each transaction in the industry.
Customization Options: Tailor invoice layouts, change fonts and colors, add footers and letterheads, and adjust various visual elements to align with your company’s branding, providing a cohesive and professional image.
Expense Tracking: Keep meticulous records of expenses, from material purchases to operational costs, ensuring accurate financial tracking and streamlined expense management.
Multi-User Collaboration: Foster teamwork within your company by allowing multiple staff members to collaboratively manage financial processes. Maintain individual access and permissions for secure and organized teamwork.
Data Security and Portability: Prioritize the confidentiality and security of financial and project data. Our billing software ensures secure data storage and provides options for secure data download, offering peace of mind in your operations.

Pricing:

Free Plan: free plan for small businesses to create up to 50 documents/year
Premium Plan: Pricing starts from as low as ₹100/month or $2.5/month depending on the number of users & features

Rating:

Capterra 4.9⭐/05
G2 4.6⭐/05
Software suggests 4.8⭐/05

Explore the top CRM software you can integrate with IndiaMART, and follow a simple step-by-step guide on how to integrate IndiaMART with CRM

2.Flowlu

Flowlu is a cloud-based CRM software with in-built invoicing that offers customizing features. It’s user-friendly device software with unlimited CRM contacts where you can manage your sales funnels, interact with your customers, plan your future activities, and store all your emails in the same place.

Features

Online CRM: You can get all the information of your customers with the help of records in CRM. Kanban board allows you to get an overview of your sales activities. Additionally, you can add a custom field, get notified when a customer interacts with your business, collaborate with teammates, and create invoices.
Invoicing: Flowlu enables crafting automated and recurring invoices with customized templates and assists in getting a clear picture with invoicing reports. It manages multiple businesses allowing online payment and keeps track of billable time.
Financial Management: With Flowlu, you can gain insight with financial reports, handle cash flow with ease, track expenses and payments, issue invoices, get paid online, create estimates, plan project budgets, manage multiple businesses, and collaborate with the team.
Client Portal: With a client portal, you can allow your clients to see what your team is working on. It allows you to store all the invoices and estimates in the same place to track the billing, provide payment and expense history, communicate with the client, and customize the portal.
Project management: Project management tool allows you to manage a project portfolio, evaluate project performance, create your own project workflow, record project issues, track time spent on projects, schedule events, manage project documents, store all emails at one place, track project workload, and helps being updated with the projects
Collaboration tool: With the help of the collaboration tool, you can stay in touch with your team anytime anywhere, and have a team chat, be updated through notifications and company feed, and request responses from teammates.
Task management: It allows you to gain control of your team’s tasks and gain productivity. It assists in focusing on the most priority things by crafting your task, you can use the subtask tool to beak your task, track time for individual tasks, create templates and link emails for each, get task automation, and message instantly to the team.

Pricing

Free Plan: 2 Users, 1GB Storage, Unlimited Projects & Tasks. -Features include CRM Automation, Invoicing & Online Payments, Expense Tracking
Team Plan: $29/month, 8 Users, 10GB Storage – Additional features like Client Portal and Task Automation
Business Plan: $59/month, 16 Users, 50GB Storage – Enhanced features such as Custom Fields and Time Tracking
Professional Plan: $119/month, 25 Users, 100GB Storage- Extensive capabilities, Including Advanced Reports and Custom Logo
Enterprise Plan: $199/month, Unlimited Users, 1000GB Storage- Full suite of features, Including Custom Domain and IP Whitelist
All plans include a start-free trial option and no credit card requirements or per-user fees.

Rating:

Capterra 4.8⭐/5
G2 4.7⭐/5
Get App 4.8⭐/5
Software Advice 5⭐/5
Software Suggest 5⭐/5

3.Bitrix24

Bitrix CRM software is designed for both large and small business which organizes your billing and manage your customers with various tools. You can interact with the client from any platform and keep records of all interactions and billing in one place. It has a customizable interface and quotes can be converted to invoices with just one click, and invoices can be either printed out or emailed to clients.

Features

CRM: It allows you to generate leads through various channels, manage them using the built-in lead scoring tool, and automate all the sales.
Collaboration: You can create conferences with up to 48 participants including chats and track the work time.
Task and Projects: It assists in setting the task, and managing visual projects with the help of Printable Gantt charts, customizable Kanban boards
HR and Automation: You can manage your team and the workflow. The feature includes clocking in and out via PC and mobile, you can manage employee attendance, and collecting work reports from the team.
Contact center: Bitrix24 brings all your customer communication channels into a single dashboard called the Contact Center. Integrated with CRM, it lets you easily track all your customer interactions and collect actionable marketing data.

Pricing:

Free Plan: Ideal for small teams or personal use. – No cost.- Limited features.
Basic Plan: Rs. 1,990/month, Includes 5 users, 24 GB storage. – Collaboration, tasks & projects, CRM, and more.
Standard Plan: Rs. 4,990/month, Including 50 users, and 100 GB storage. – Comprehensive features including marketing and online documents.
Professional Plan: Rs. 9,990/month, Includes 100 users, 1,024 GB storage. – Advanced features like Sales Intelligence, Automation, and HR.
Enterprise Plan: Starting from Rs. 19,990/month, Scales with users from 250 to 10,000, 3 TB storage.- Full suite of features for large organizations.

Each plan includes collaboration tools, CRM, Bitrix24 Sign, Drive, Contact Center, Website builder, Online store, and more. The Enterprise plan also offers scalability options, multiple branch support, and an Enterprise pack with enhanced customer support and administration features.

Rating:

Capterra 4.1⭐/5
G2 4.1⭐/5
Get App 4.2⭐/5
Software Suggest 4.4⭐/5

4. Monday Sales CRM

Monday sales CRM software enables the control the whole sales cycle from lead capturing to sales pipeline management and post-sales management at the same place. This software is for any small or large business offering customizable features to manage their contacts’ information, track every deal’s status, grow lasting customer relationships, and more.

Features

CRM workflow automation: With the no-code customizable automation recipes you can easily trigger a notification when a new invoice is ready for review.
Quotes and invoice app: Quotes and invoices are crafted easily and sent off to clients in no time.
Centralized reports: Reports are generated with the entire integrated data and can gain insights into your pipelines, targets, and team performance.
Email capabilities: You can sync your email account to send and receive invoices, get automatic notifications when you receive a new invoice, and centralize all email communication in your CRM platform.
Seamless Integration: It offers hundreds of integrations so you can connect your CRM platform with the tools you already use without sifting between tabs.

Pricing:

Free Plan: $0/month, Up to 2 team members, Up to 1,000 contacts Basic features: Store contacts, web forms
Basic Plan: $12/seat/month, Includes Free Plan, Unlimited pipelines, contacts, board – Templates for lead, contact, and deal management, Mobile apps included
Standard Plan:$17/seat/month, Includes Basic Plan- Advanced account, contact, deal management, Email integration, AI email generator, Quotes, invoices, automation
Pro Plan: $28/seat/month, Includes Standard Plan- Sales forecasting, advanced email features, Google Calendar sync, sales analytics, Custom automation and integrations
Enterprise Plan: Contact for pricing, Including Pro Plan- Lead scoring, team goals, advanced analytics, Enterprise-level features, security, compliance, Multi-level permissions, HIPAA Compliance

Rating:

Capterra 4.8⭐/5
G2 4.6⭐/5
Get App 4.7⭐/5
Software Advice 4.5⭐/5

5. Orgzit

Orgzit CRM software is a comprehensive solution designed to streamline information management for small businesses. Instead of relying on multiple disjointed tools, Orgzit offers a unified platform for ultra-efficient data organization, seamless collaboration with both internal and external partners, and robust analytics capabilities. This all-in-one tool simplifies users’ lives by providing a cohesive and integrated solution for managing diverse business information.

Features

CRM: Orgzit CRM streamlines your business by combining sales, support, and operations in one platform. It automates processes, centralizes customer data, and offers real-time analytics for efficiency. Easy customization and integration with other apps enhance productivity.
Invoicing: It enables the quick creation of professional invoices, automated follow-ups for payment reminders, and seamless integration with other business data. Offers customizable features, such as dynamic pricing and data privacy controls, ensuring flexibility and security in invoicing. Its user-friendly interface facilitates easy collaboration and communication with clients, while mobile apps provide flexibility for invoice generation and management. Additionally, it seamlessly integrates with CRM and other applications, enhancing overall business efficiency.
Lead management: It facilitates efficient lead tracking, captures leads from multiple sources, and automates distribution based on configurable rules. With features like role-based access, lead scoring, and real-time collaboration, it ensures a clear sales process and maximizes productivity.
Quotation management: It streamlines quote creation. With features like automated reminders and real-time inventory checks, it aims to save time and enhance productivity. The tool integrates seamlessly with CRM systems and offers customization options for business needs.
Dealer management: It streamlines dealership operations, automates tasks like lead tracking and sales forecasting, and ensures standardized processes for efficiency. It promotes transparent sales performance, top-notch service, and rapid network growth.

Pricing

Starter Plan: $29/user/month Features include 1 Application, 50,000 Records, Workflow Automation, Reports & Dashboards, Mobile App, and more.
Super Teams Plan: $49/user/month Includes all Starter features, plus 3 Applications, 200,000 Records, Role-based Permissions, Advanced Workflow Automation, API Access, and more.
Premium Plan: $69/user/month Encompasses all Super Teams features, along with 10 Applications, 500,000 Records, BI Integration, Webhook Integration, Dedicated Support, and more.
Enterprise Plan: Contact for pricin Offers custom solutions, Dedicated Server, Ongoing No-code Consultation and Development, and other enterprise-grade features.

Rating

Capterra 4.1⭐/5
G2 4.8⭐/5
Get App 4.2⭐/5
Software Suggest 4.5⭐/5

6. Converge Hub

Converge Hub offers CRM with in-built invoicing with sales and marketing automation for small and mid-size businesses. It allows you to collect the list of contacts which can be exported into Excel and PDF format. It enables to manage of leads and sales activities and offers users access to email templates.

Features

CRM with marketing automation: Efficiently manage campaigns, convert leads, and analyze marketing performance using CRM tools. Utilize customer data for targeted cross-selling, access real-time reports, and track campaign metrics.
Sales: Efficiently manage leads, streamline sales pipelines, and automate communication to accelerate deal closure.
Billing: Manage expenses, create invoices, and track payments easily. Accessible from anywhere, it streamlines tasks for efficient business control. Customize invoices, request multiple payments, and save time on paperwork. Focus more on your work without the complexity of accounting.
Collaboration: Centralize files in the Library, manage partner communications, and stay updated with the notifications System. Simplify workflows for lead generation, sales, service, and marketing, fostering efficient teamwork.
Platform: Tailor with its customizable platform and open APIs. Efficiently manage leads and deals, automate workflows, and easily customize fields. ConvergeHub offers flexibility and tools to streamline sales, marketing, and customer service.

Pricing

Starter:
- $9/month, 500 Leads, Accounts, Contacts, Deals, Cases, Events, Tasks, and Notes
Pro:
- $29/month, 5000 Leads, Accounts, Contacts, Deals, 2500 Cases
Premium (Most Popular):
- $59/month, Unlimited Leads, Accounts, Contacts, Deals, Cases, Events, Tasks, and Notes
Industry Edition:
- Contact for Pricing, Customized for your industry and requirements

Rating:

Capterra 4.8⭐/5
G2 4.8⭐/5
Get App 4.8⭐/5
Software Advice: 5⭐/5

7. Jetpack CRM

Jetpack CRM software, created by the team behind WordPress.com, distinguishes itself as a solution specifically designed to assist WordPress users. It goes beyond being just another CRM, presenting itself as a finely crafted tool that effortlessly integrates with the WordPress ecosystem.

Features:

Customizable Quote Templates: Tailor-made quote templates empower businesses to customize their quotes, reflecting their brand identity and ensuring each communication is distinctive and professional.
Instant Quote Acceptance Notifications: Immediate notifications for accepted quotes empower sales teams with timely information, facilitating a smooth transition to the next phase.
Integrated Payment Gateways: Seamless integration with leading payment gateways ensures businesses can effortlessly accept payments, eliminating any potential disruptions.
Recurring Invoicing: Simplified management of recurring invoices enables companies to easily establish and oversee invoices regularly, catering to subscription models or retainer-based services.
Tax and Discount Handling: Automatic handling of taxes and discounts minimizes the risk of errors, streamlining the invoicing process for enhanced efficiency.

Pricing:

Free: Core modules. – Contacts, Quotes, Invoices, Tasks, Forms.
Freelancer: $11/month – Adds Invoicing Pro, Gravity Forms, PayPal, and Stripe Connect.
Entrepreneur: $17/month, All 30+ extensions. – Single site license, Slack access, 12 months support, priority support. – Automation, lead nurturing, sales funnels.

Rating:

Capterra 4.6⭐/5
G2 4.4⭐/5
Get App 4.6⭐/5
Software Advice 4.6⭐/5
Software Suggest 5⭐/5

8. Keap

Keap CRM software, formerly recognized as Infusionsoft, has transformed into a powerful solution for small business CRM, sales, and marketing requirements. Adapting to the evolving needs of businesses, Keap provides a diverse set of tools designed for customer relationship management, email marketing, automation, and sales processes. Targeting primarily small businesses, Keap empowers them with features crafted to convert leads, ensure customer satisfaction, and stimulate repeat sales as they grow.

Features

CRM: It stores and manages all the contact information in one system where all team members can interact which leads to more sales.
Small business automation: You can automate tasks like lead generation and convert it with automated follow-up, use automation for sales and marketing, get automated appointment reminders, and more.
Tailored quotations: Create custom quotes that match the unique details of each deal and meet the specific requirements of clients.
Seamless invoice generation: Effortlessly transform quotes into invoices, reducing manual efforts and minimizing the risk of errors.
Payment integration: Link with payment gateways, enabling clients to make direct payments through the invoice and streamlining the sales process.
Simplified recurring payments: Perfect for services with subscription models, easily establish and oversee recurring billing arrangements.
Comprehensive reports: Access detailed insights on sales, invoicing, and payments to make well-informed decisions and enhance overall business understanding.

Pricing:

Pro Plan: $159/month
- Core features: Email marketing, automation, CRM, pipeline, quotes & invoices, landing pages, text marketing
Max Plan: $229/month
- Everything in Pro, plus: Advanced lead optimization, enhanced landing pages, e-commerce tools, advanced reporting
Ultimate Plan: $279/month
- Core features, plus: Premium CRM, customizable CRM, affiliate management, advanced marketing & sales tools

Rating:

Capterra 4.1⭐/5
G2 4.2⭐/5
Get App 4.1⭐/5
Software Advice 4⭐/

9. Freshworks

Freshsales CRM software, a product developed by Freshworks, stands out as a robust CRM solution designed to meet the diverse needs of businesses. Originating from the necessity for a unified tool to handle various aspects of the sales process, Freshsales combines an intuitive interface with powerful features. Tailored for businesses emphasizing lead conversion and customer retention, Freshsales is dedicated to delivering actionable insights to boost sales.

Features:

CRM: You can connect with your customers through emails, chat with campaigns, handle voice integration with high-quality calls, interact on Messenger, schedule Zoom, and interact through SMS.
Effortless quote generation: Users can swiftly create quotes with a few clicks, simplifying the proposal process.
Personalized templates: Craft quotes that align with the brand identity, providing a consistent experience for potential clients.
Automatic invoice generation: Upon deal closure, invoices can be promptly generated, reducing delays in the process.
Seamless product catalog integration: Facilitates quick addition of products or services to quotes and invoices, enhancing accuracy.
Live analytics: This feature provides real-time insights into invoice statuses, enabling businesses to monitor payments efficiently.

Pricing:

Free Plan: ₹0 for up to 3 users
- Kanban View for Contacts, Accounts, and Deals, Contact Lifecycle Stages, Built-in Chat, Email, & Phone, Email Templates, Custom Fields, Sales Dashboard, Mobile App
Growth Plan: ₹999 per month
- Everything is Free, plus, AI-powered Contact Scoring, Sales Sequences, Workflows, Custom Sales Activities, Product Catalog
Pro Plan: ₹2,799 per month
- Everything in Growth, plus, Multiple Sales Pipelines, Time-based Workflows, Auto-assignment Rules for Contacts, Accounts, Deals, Sales Teams & Territory Management, AI-powered Deal Insights & Next Best Action
Enterprise Plan: ₹4,999 per month
- Everything in Pro, plus, Custom Modules, AI-based Forecasting Insights, Audit Logs, Field-level Permissions, Dedicated Account Manager, Sandbox

Rating:

G2 4.5⭐/5

10. Apptivo

Apptivo stands out as a comprehensive CRM solution suitable for businesses across diverse sizes and industries. With a suite of integrated apps, it addresses a wide range of CRM functions, spanning from lead management to post-sales support.

Known for its user-friendly interface, Apptivo has become a preferred choice for numerous organizations seeking a comprehensive approach to managing customer relationships.

Features:

CRM: It is mobile-friendly with App integration which fosters seamless communication, streamlined processes, agent productivity, and efficient data sharing across omnichannel and cross-functional tools.
Tailorable quotes: Tailor quotes to align with specific business branding, products, or services offered.
Invoice generation: Effortlessly convert quotes into invoices, minimizing repetitive tasks.
Payment gateway integration: Enable clients to make direct payments through the invoice, expediting transaction processes.
Automated reminders: Establish reminders for outstanding payments, ensuring prompt revenue collection.
Extensive reporting: Extract valuable insights from detailed invoice and sales reports, crucial for strategic decision-making.

Pricing:

Lite:$20/month18 Apps,100 Custom Fields Per App,25 Workflows,8 Custom Dashboards,3rd Party Service Integration,24×7 Support
Premium:$30/month 46 Apps,250 Custom Fields Per App,75 Workflows,25 Custom Dashboards,3rd Party Service Integration, 24×7 Support
Ultimate:$50/month 57 Apps,350 Custom Fields Per App,150 Workflows,50 Custom Dashboards,3rd Party Service Integration,24×7 support
Enterprise: Contact for the pricing 65 Apps,500 Custom Fields Per App,300 Workflows,100 Custom Dashboards, Custom Integration,24×7 + SLA, Account Manager

Some basic features including CRM and Invoicing that most businesses must have for smooth business operations

CRM:

Contact and Lead Management: Efficiently organize and track customer information and potential leads.

Interaction Tracking: Monitor and record customer interactions across various communication channels.

Task and Calendar Integration: Seamlessly manage tasks, appointments, and follow-ups within the CRM system.

Invoicing:

Create and Send Invoices: Generate professional invoices for products or services provided.

Invoice Tracking: Keep tabs on invoice status, payments, and outstanding balances.

Payment Gateway Integration: Enable easy and secure online payments through integrated gateways.

Financial Tools:

Expense Tracking: Monitor and categorize business expenses for effective financial control.

Financial Reporting: Generate reports for in-depth analysis of business performance and cash flow.

Budgeting: Set and manage budgets to control spending and allocate resources efficiently.

Inventory Management:

Stock Tracking: Keep an accurate record of inventory levels and receive alerts for low stock.

Order Processing: Streamline the process from order placement to delivery.

Communication Tools:

Email Integration: Integrate email systems for seamless communication with customers and partners.

Internal Messaging: Facilitate smooth internal communication among team members.

Document Management:

Cloud Storage Integration: Store and manage documents securely with cloud storage.

Version Control: Keep track of document versions to avoid confusion and errors.

Analytics and Reporting:

Business Intelligence: Utilize analytics tools for insights into customer behavior and sales trends.

Custom Reporting: Generate customized reports tailored to specific business requirements.

Human Resource Management:

Employee Information: Maintain a database of employee details, roles, and responsibilities.

Attendance and Leave Tracking: Monitor employee attendance and manage leave requests.

Security Measures:

Role-Based Access Control: Define access levels and permissions for different roles.

Data Encryption: Ensure the security of sensitive information through encryption measures.

Mobile Accessibility:

Mobile Apps: Provide mobile applications for convenient access to key business functionalities on the go.

Conclusion:

Choosing the right CRM software with invoicing capabilities is crucial for businesses aiming to enhance customer relationships, streamline sales processes, and manage financial transactions efficiently. The options mentioned in this blog cater to various business sizes and requirements, offering a range of features and pricing plans. Consider the unique needs of your business, the scalability of the software, and user satisfaction ratings to make an informed decision that aligns with your goals.