CRM with Invoicing Software: Top 10 for 2024
Sep 19, 2024
We tried every CRM and invoicing tool on the market to compile this list of the best CRM with invoicing software. Read on to learn more.
Top 10 CRM and Invoicing Software
Here are the 10 best CRM and invoice software in 2024:
1. Bitrix24
Bitrix24 is a versatile CRM platform that combines customer management with a variety of collaboration tools, including project management and communication features. It supports both cloud and on-premise deployment.
Key Features:
Built-in invoicing capabilities
Document management and project management tools
Integrated telephony for communication
Task and time management features
2. Bigin by Zoho CRM
Bigin by Zoho CRM is a streamlined, pipeline-centric CRM designed for small businesses to manage their sales processes efficiently. It is user-friendly and focuses on simplicity and ease of use.
Key Features:
Pipeline management for small businesses
Integrated task management and follow-up scheduling
Easy customization and automation options
Simple, intuitive interface
3. ClickUp
ClickUp is primarily a project management tool that also offers CRM functionalities, making it a comprehensive solution for managing tasks, goals, and customer interactions in one place.
Key Features:
Project and task management with CRM integration
Customizable workflows and dashboards
Goal tracking and resource management
Collaboration and communication tools
4. Dynamics 365
Microsoft Dynamics 365 is a robust ERP and CRM solution tailored for midsize and larger enterprises. It offers extensive customization and integration capabilities, making it suitable for complex business needs.
Key Features:
CRM with built-in invoicing and ERP integration
Advanced analytics and reporting tools
Multi-language and multi-currency support
Highly customizable and scalable
5. Subsync.ai
Subsync.ai is a cutting-edge CRM and sales automation platform designed specifically for home service businesses. It offers powerful tools for outreach, lead generation, and communication, all in one integrated system. While Subsync.ai excels in sales engagement and CRM, it does not have a built-in invoicing feature, but it can be seamlessly used alongside invoicing software like QuickBooks for a complete solution.
Key Features:
Advanced email, phone, and physical mail outreach tools
Centralized inbox for all client communications
Personalized messaging for prospects
Comprehensive funnel management from inquiry to payment
End-to-end marketing automation
6. Smartsheet
Smartsheet is an online work execution platform that combines project management with CRM functionalities. It is known for its ease of use and powerful automation features.
Key Features:
CRM with invoicing capabilities
Real-time Gantt charts and dashboards
Work automation and collaboration tools
Customizable templates for various projects
7. Flowlu
Flowlu is a CRM platform with built-in invoicing, designed to provide businesses with a comprehensive tool for managing customer relationships, tasks, and financials in one place.
Key Features:
CRM with integrated invoicing and billing
Kanban board for lead and task management
Multiple sales pipelines and financial analytics
Web forms for lead generation
8. HoneyBook
HoneyBook is a client management platform designed for freelancers and small businesses, offering robust CRM and invoicing tools in one intuitive interface. It simplifies the entire client process from inquiry to payment.
Key Features:
CRM with built-in invoicing and payment processing
Contract management and proposal templates
Client scheduling and task management
Automated workflows for client onboarding
9. Monday CRM
Monday CRM offers a flexible CRM solution with invoicing capabilities built into its workflow. It allows businesses to customize their sales processes and integrate various tools within a single platform.
Key Features:
CRM with integrated invoicing and quotes
Customizable automation workflows
Centralized email and invoice tracking
Seamless integrations with other tools
10. NetSuite
NetSuite is a comprehensive cloud-based ERP solution that includes CRM functionalities with invoicing. It is highly scalable, making it suitable for businesses of all sizes.
Key Features:
CRM with integrated invoicing and ERP
Financial management and reporting tools
Multi-currency and multi-language support
Customizable dashboards and workflows
Comparison of the Best CRM with Invoicing
Here is a comparison of the best CRM software with invoicing that you can consider:
What is a CRM and Invoice Software?
A CRM software with invoicing is a tool that combines customer relationship management features with integrated invoicing capabilities, allowing businesses to manage client interactions and bill customers within a single platform. This streamlines sales processes by centralizing client data and financial transactions in one place.
Example: A small marketing agency uses HoneyBook to manage 200 client relationships and send invoices directly from the platform, reducing their billing time by 30%. This integration allows the team to track client interactions and payments in one streamlined system.
We hope that our home remodeling CRM list has helped you choose a solution for your business. Think, we missed a software? We would love to hear your opinion!
If you enjoyed this article, you might also like our article on the best CRM tool with dialer and best CRM for remodelers.
