Simple Quote and Invoice Software with Sales CRM

Instantly create and share invoices & quotations, get paid faster with auto-reminders, get complete insights in your business finances - all in one place!

Invoice and Quote Software
Trusted by 150k+ businesses, entrepreneurs, agencies, and freelancers across 178 countries

The Only Quote & Invoice Software Your Business Needs

Create invoices & quotes in minutes, send them through WhatsApp/Email/PDF/Link, set up auto reminders to get paid faster, get complete insights into your business finances - All in one place!
Invoicing Software Dashboard
Rated ⭐ 4.8/5 based on 11700+ Ratings

Everything You Need in Invoice and Quote Software

Send WhatsApp and Email
1-click WhatsApp & Email Sharing Quickly share Quotations & Invoices over WhatsApp/email or schedule for later.
Track Invoices
Track Invoice ViewsTrack when your clients view your Invoices sent over email.
Auto Assistant
Auto-assistanceSystem will automatically fill 80% of the details for you based on your past documents. Reduce manual efforts & save time!
Easy Customization
Branding & CustomizationChoose from multiple templates, fonts, colors, etc. Completely customizable according to your business needs.
E- InvoicesCreate e-invoices instantly with multiple GSTINs, generate IRN & QR codes in bulk, and auto-validate data to ensure 100% compliance.
GSTR-1 ReportFile your returns in a few clicks with auto generated GSTR-1 reports.
1 Click Conversion
1-Click ConversionSave time & effort by auto converting a Quotation into an Invoice, an Invoice into a Credit/Debit note, and more!
Track Invoices
Automated Payment RemindersGet paid faster by sending automated reminders to clients over WhatsApp & email.
Multiple Business & Team Members
Multiple Businesses & Team MembersSeamlessly manage multiple business. Add your team members & accountant. Control access levels with Roles & Permissions.
Create GST Invoices
InvoicesCreate fully customised GST/Non-GST Invoices in seconds - assisted by automation.
Quotation & Estimate
Quotation & EstimatesCreate attractive quotations & estimates instantly - share & track when clients view them.
Payment Receipt
Payment Receipt Instantly create & issue Payment Receipt for advance or full payment received.
Send Quotations and Invoices
Credit/Debit NotesEasily rectify invoicing errors by creating credit or debit notes in seconds.
Sales/Purchase OrdersCreate, share, and track all your sales orders & purchase orders in one place.
Proforma Invoice
Proforma InvoiceProvide a clear estimate of cost to your clients without initiating the transaction.
Delivery Challan
Delivery ChallanInstantly create delivery challan for the transported goods.
Expense Management
Expense ManagementRecord & track all your expenses in one place - keep an eye on profitability.
Inventory Management
Inventory ManagementAuto-update inventory whenever you create an Invoice or expense. Track stock levels, avg. selling price, and more.
Essentials Reports
Comprehensive ReportsAutomatically generate reports for Invoices, Payments, Clients, TDS, GST, and more in one click.
Balance Sheet and P&L ReportGet a clear view of your business’s financial health & profitability.
Ledgers & Account GroupsRecord & categorize transactions, easily track individual account balances
Multi-currency Invoices
Multi-currency InvoicesCreate Invoices in different currencies. Easily track forex gain or losses.
Client Management
Client & Vendor ManagementEfficiently manage all your client & vendor information in one place.
Bulk Upload
Bulk UploadUpload your past Invoices & client details in bulk to save time & manual efforts.
Payment Gateway
Simple Payment GatewayCollect online payments with multiple payment options & multi-currency support.
Easy Access Anywhere
Access Anytime AnywhereEasy to use across any device & any place. Completely reliable with the highest up-time.
Live Support
24x7 Live SupportGet instant support over live chat, email, WhatsApp, and call.

Hear it directly from our users!

Aniket - Refrens Invoice Software User
Tally was too complicated for me. Zoho? too expensive. Refrens just hits that right sweet spot - It’s simple, It’s feature-rich, and it’s value for money.
AniketOwner, Spaceplexx, Coworking Space
Nayan
Collecting USD payments was always a headache. With Refrens' online invoicing software, it’s a breeze.
NayanFounder, Sugoi Labs, Software Services Agency
Snehal
Finding a good invoice software for my small business was a challenge. But then I found Refrens, and it's been a game-changer.
Snehal BhattOwner, Nexait LLC, Agency
Linkee
As a freelancer, Refrens' free invoicing software has been a blessing. Pretty smooth & easy to use.
LinkeeFreelancer, Content Writer
Sunaina
Refrens' online invoice software has made my billing process a lot more streamlined and less time-consuming. Highly recommend it!
SunainaDigital Marketer
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Creation, Sharing, Tracking - All Powered By Automation

Get started in minutes, zero training needed
Professional Invoice
Look Professional
Impress your clients with custom-branded invoices & quotes. Choose from a variety of professional templates, and customize it completely to align with your brand identity.
Share Invoice via Email, WhatsApp and PDF
Easy Sharing Options
Our official WhatsApp API integration lets you send invoices & quotes over WhatsApp in a single click! You can also share it via email, links, PDF, or print.
Easily Convert Quote to Invoice
Effortless Conversions
With a single click, convert a quotation/proforma invoice into an invoice, an invoice into a credit note, a purchase order into an expense record, and more! Embrace automation and bid farewell to manual copy-pasting.
Automate Invoice and Quote
End-to-end Automation
Our auto-assist feature populates most details for you, enabling you to generate invoices & quotes in seconds! No more manual entry of client addresses, terms & conditions, item prices & tax rates, logos, signatures, and other information - let our intelligent system handle it.
e-Invoicing Software with Security and Data Backup in Malaysia
Security and Data Backup
Get secure cloud storage and backup, role-based access control and permissions, regular software updates, and up-to-date security patches on Refrens.
e-Invoicing Software with Realiable Ease To Use Feature in Malaysia
Reliable & ease-to-use
Around-the-clock responsive customer support via chat, email, or phone, a comprehensive knowledge base, an intuitive interface, regular updates, and a public roadmap for user convenience.
Accounting Reports
Advanced Accounting & Reporting
Create and manage ledgers, vouchers, and account groups. Generate Income Statements, Balance Sheets, and Trial Balance reports. Monitor Account Receivable & Payables. Generate GST, TDS, HSN, and other reports.

The smartest investors in the room are backing our vision.

People who understand money, match-making and all things Internet.
Vijay Shekhar SharmaFounder, Paytm
Anupam Mittal
Anupam MittalFounder, Shaadi.com
Kunal Shah founder of CRED
Kunal ShahFounder, CRED
Founders of AngelList, DailyNinja, Voonik.com, Park+ and many more.

Frequently Asked Questions (FAQ)

What is the best Invoice and Quote Software for businesses?

Refrens' Invoice and Quote Software is a great option for businesses of all sizes looking for an easy-to-use, comprehensive, and affordable solution.

Can I accept payments online with Refrens accounting software?

Yes, you can accept payments both domestically & internationally. Multiple payment methods like IMPS, NEFT, RTGS, UPI, Debit Cards, Credit Cards, Net Banking, etc. are available.

Will my data be secure?

We take utmost care of data security & privacy. Our systems are frequently updated with the latest security updates to ensure that your data is safe and secure. Do check out our detailed privacy policy here.

Do you provide customer support?

Yes, we provide instant & reliable support over chat, email, and phone. We will also provide a dedicated account manager to help you out whenever required.

Can the software adapt and scale as my business grows?

Absolutely! Our software is designed to seamlessly adapt and scale alongside your business, ensuring that it meets your evolving needs at every stage of growth. We are also committed to continuously enhancing the software by rigorously adding new features, functionality, and improvements so that your business can always stay ahead of the curve.

As your business expands, our software can accommodate an increasing number of users, manage larger volumes of data, and handle more complex tasks without compromising on performance or efficiency. We regularly update our software to incorporate new technological advancements, industry best practices, and customer feedback, ensuring that you always have access to the latest and most innovative solutions.

Additionally, our cloud-based infrastructure offers unparalleled scalability and reliability, with the ability to adjust resources on-demand to cater to your business's specific needs. This means that you can be confident that our software will support your growth without any disruption or downtime.

Invoice Software with Quotation and Sales CRM

You know, just having invoicing software that handles invoices and payments isn't enough for businesses. Different departments need specific software to manage their work.

Let's take the sales team, for example. They need sales CRM software to keep track of potential customers (leads), connect with them, follow up, and schedule meetings. All this information needs to be recorded so both the sales reps and their manager know what's happening with the sales pipeline.

When a sales rep convinces a potential customer (prospect) to make a deal, they need to send a quote to the prospect. The quote shows the price of the product or service and helps the prospect decide if they can afford it. And when the customer finally pays for the product or service, the sales rep has to process an invoice for the payment.

Now, here's the thing. Many businesses use three different software for all these tasks, and it takes a lot of time and money to manage them all separately.

But having invoicing software that includes quotes and CRM all in one is a great way to manage your business more efficiently. It's like a Swiss army knife for your business tasks!

Let me give you an example of how invoice and quote software with CRM integrated can make life easier for a sales rep:

Imagine a lead pops up in your system, and your manager assigns it to you. When you open the lead, you can see all the details about the prospect, like where they came from (maybe an ad or social media). You can even track the stage of the lead like if you've contacted them, lost them, or closed a deal.

When you connect with the prospect, you can easily set a follow-up date and schedule a meeting for later. And when you close the deal, the prospect asks for a quote. With this software, you can create a quote with just a few clicks and send it to the prospect.

And once the quote is approved, you need to create an invoice for the customer. Again, the software comes to the rescue, making it super easy to generate an invoice with all the details pre-filled. No need to start from scratch each time!

Now, let's talk about the benefits of this integrated software:

Improved Efficiency - With just a click, you can complete tasks that used to take a lot of time. No more starting from scratch or filling in information manually. Everything is pre-filled, and you're good to go!

Reduce Manual Work - As the software does most of the work, you won't have to spend too much time inputting details or sending documents. You can even schedule future invoices or quotes, and the system will automatically send them to your clients.

Better Data Accuracy - Since the system handles most of the work, there's less room for errors. Your data will be more accurate and reliable, making your work smoother.

Increased Productivity - With all these time-saving features, you can get more work done in less time. Plus, having all customer data and documents in one place means easy access to information, less searching, and better communication with your team and clients.

So, having integrated invoicing software with quotes and CRM can be a game-changer for your business. It'll save you time, reduce manual work, improve accuracy, and boost productivity. It's a win-win situation for everyone!

Key features of Invoice and Quote Software with CRM

Lead Management

With this software, you can easily keep track of your sales process, from finding potential customers to turning them into actual clients. It helps you monitor sales pipelines, spot potential prospects, and identify any obstacles in your way. You can also view purchase history, contact details, and communication logs with your prospects. If you are specifically looking for lead management or sales pipeline software, you can check out Refrens lead management system.

Convert to Quotation

When a prospect asks for a quote, you can quickly turn their interest into a formal quotation. This saves you time on manual work. The software allows you to create detailed quotes with itemized pricing, making the process smoother and increasing the likelihood of closing deals. You can check out Refrens quotation software to specifically create quotations and to use quotation templates you can click the link.

Convert to Invoice

Similar to creating quotes, this software lets you generate invoices with just a click. You can directly convert a quote into an invoice, automating the process and reducing manual effort. And if you need to make any changes to the invoice, you can add or remove details as needed.

Customization

The invoice and quote software offers various customization options. You can change templates, create custom lead forms, add multiple fields, include branding, and adjust the color of the invoice and quote. You can even use custom formulas and more to suit your needs.

Automate Reminders

You can set up reminders for following up with leads and sending payment reminders. This feature helps you get paid on time and improves your business's cash flow.

Email and WhatsApp Integration

You can communicate with clients through emails and WhatsApp directly from the system. This improves communication and you can also set up reminders via email and/or WhatsApp.

Multi-Currency

Even if you have clients outside India, the software lets you create invoices and quotes in different currencies. It even provides a rough currency conversion estimation within the documents. You can also mark payments in different currencies.

Status & Reporting

Easily keep track of the status of your leads, quotations, and invoices. You can see if leads are closed, whether quotations were won or lost, and if invoices have been paid or not. All this information can be viewed on the dashboard of the quote and invoice software.

Client Management

Managing client details and prospect information is straightforward with this software. You can check the latest communication with clients, view purchase history, and access email and contact details for marketing purposes.

How to Use Invoice Software with Quote and CRM?

User Signup and Business Setup

Users need to sign up for an account to access the system. After signup, you have to set up the business profile, providing essential details like business name, address, contact information, and any other relevant information.

Dashboard Overview

Upon logging in, you are presented with the personalized dashboard, which consists of two main sections: "Clients and Leads" and "Accounting".

Clients and Leads Section

In this section, you can manage your leads and clients effectively. You can do the following:

  • View and manage leads generated through various sources.
  • Assign leads to specific sales reps for follow-up.
  • Schedule follow-up reminders to stay on top of lead interactions.
  • Track the sales process for each lead, updating the stage as progress is made.
  • Manage client details, including contact information, notes, and interactions.
  • View the entire lead history to gain insights into the client's journey.

Accounting Section

This section is dedicated to invoicing and quotation management. You can:

  • Create quotations for potential customers directly from lead details which save you time.
  • Customize the quotation by adding itemized names, descriptions, and prices.
  • Generate professional invoices from the existing quotations with just one click.
  • Automatically populate customer details from the lead into the invoice.
  • Send invoices and quotes to clients via email or WhatsApp for quick delivery.
  • Track the status of invoices, including whether they have been opened by clients.
  • Schedule email reminders for future follow-ups on outstanding invoices.
  • Mark payments received against invoices to keep track of account receivables.

Lead to Quotation to Invoice Conversion

Refrens quote and invoice software simplifies the workflow for sales representatives and streamlines the process of converting a potential lead into a paying customer. Let me break down the steps involved in this conversion process:

1. Lead Generation and Management

  • Leads are potential customers who have shown interest in your product or service.
  • When a new lead is generated, it appears in the "Clients and Leads" section of the dashboard.
  • You can view and manage leads from this section.

2. Assigning Leads to Sales Reps

  • You can assign specific leads to sales reps to follow up on and convert into customers.
  • Assigning leads ensures that the responsibility for nurturing the lead is clear, and nothing falls through the cracks.

3. Follow-Up and Engagement

  • Sales reps engage with the leads, reaching out via email, phone calls, or other communication channels.
  • You can schedule follow-up reminders to stay on top of the interactions with each lead.

4. Creating a Quotation from a Lead

  • Once a sales rep believes the lead is ready for a formal proposal, they can create a quotation directly from the lead details.
  • The quotation will contain all the essential information about the product or service being offered, along with pricing and terms.

5. Customizing the Quotation

  • The sales rep has the flexibility to customize the quotation based on the specific needs and requirements of the lead.
  • They can add itemized names, descriptions, and prices to make the quotation more detailed and tailored to the client's needs.

6. Approval of the Quotation

  • After receiving the quotation, the lead reviews the proposal and decides whether to proceed with the purchase or not.
  • If the lead approves the quotation, they are effectively transitioning from being a potential customer to a paying client.

7. Converting Quotation into an Invoice

  • Once the quotation is approved, the sales rep can easily convert it into an invoice with just one click.
  • The system automatically pulls the relevant details from the quotation, including customer information and itemized pricing.

8. Sending the Invoice to the Client

  • The sales rep can send the invoice to the client through various channels, such as email or WhatsApp.
  • The invoice contains all the necessary payment details and instructions for the client.

9. Invoice Payment and Follow-Up

  • The client receives the invoice and processes the payment.
  • If required, the sales rep can schedule email reminders for future follow-ups on any outstanding invoices.

10. Closing the Lead

  • Once the payment is received and the invoice is marked as paid, the lead is successfully converted into a paying customer.
  • The lead is considered closed, and the customer's details are now managed in the "Clients and Leads" section as a client.

By having a streamlined lead-to-quotation-to-invoice conversion process, Refrens system simplifies the sales journey and reduces the manual effort needed to generate quotes and invoices from scratch. This automation enhances the efficiency and productivity of sales representatives, ensuring a smoother and more effective sales process.