Many small business owners might not realize that using a CRM with invoicing can significantly automate billing processes while seamlessly managing leads and customer data—all within a single, integrated platform.

A CRM with invoicing combines essential Customer Relationship Management (CRM) features with user-friendly invoicing and payment functionalities. This integration allows businesses to streamline operations by centralizing customer interactions, sales data, and billing in one place.

It combines two essential aspects of business management:

  • CRM, which helps manage customer relationships and sales pipelines.

  • Invoicing, which enables creating, tracking, and managing payments.

Incorporating a CRM with invoicing enhances operational efficiency and provides a comprehensive view of customer interactions alongside financial histories.

CRM + Invoicing = Sales Management & Billing Automation

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Why a CRM with Invoicing Is a Game-Changer for Small Business Owners

Discover how this dual-purpose tool can save time, reduce errors, and support your growth.

Implementing a CRM with invoicing presents several benefits, efficiently streamlining workflows and enhancing profitability:

  • Automates follow-ups and payments: Payment reminders and recurring invoices ensure clients settle dues on time.

  • Improves financial tracking and reporting: Access real-time visibility over cash flow and overdue payments.

  • Saves time by centralizing data: Manage everything from customer interactions to billing within one platform.

  • Reduces costs: Avoid the need for separate CRM and invoicing tools, cutting software expenses.

  • Supports client retention: Tailor follow-ups with insights into customer purchase and payment histories.

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Tip

Using automation features, like recurring invoices, can help you reduce manual effort and improve cash flow management.

Must-Have Features in a CRM with Invoicing

Avoid overly complex systems—focus on essential features for a CRM with invoicing.

To select the best CRM with invoicing capabilities, aim for a platform that includes:

  1. Easy invoicing and payment integration: Simplify payment collection by offering multiple payment options.

  2. Contact and pipeline management tools: Keep customer data organized for tailored follow-ups.

  3. Customizable templates for invoices: Create branded and professional invoice layouts.

  4. Automated reminders and follow-ups: Reduce late payments with recurring alerts.

  5. Mobile accessibility for on-the-go updates: Manage invoicing and communication from anywhere.

  6. Reporting and analytics for sales and invoices: Access actionable insights to spot trends and improve strategies.

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Example

Platforms like Zoho CRM and QuickBooks provide user-friendly invoicing tools, customizable templates, and mobile accessibility.

Affordable CRMs with Invoicing Small Businesses Can Use

Worried that a robust CRM with invoicing will be too costly? Explore these affordable options that defy expectations.

  • Zoho CRM: Affordable plans with Zoho Invoice integration to handle streamlined customer management and invoicing.

  • FreshBooks: Great for small businesses with plans starting at $15/month. Offers easy invoicing and expense tracking.

  • QuickBooks Online: Cost starts at $25/month—ideal for accounting and invoicing features combined with CRM integrations.

  • HubSpot CRM (Free): A free option for startups with basic CRM capabilities and the ability to integrate invoicing tools.

  • Bitrix24: Available at no cost for basic features, includes invoicing, task management, and collaboration tools.

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Tip

Sign up for free trials with these platforms to test their features before committing long-term.

How to Choose the Best CRM with Invoicing for Your Small Business

Stop feeling overwhelmed—these steps will help you select the CRM that’s perfect for your business.

Follow these steps to choose a CRM with invoicing that’s perfectly suited for your small business needs:

  1. Assess your business needs: Set clear goals by analyzing your invoicing requirements, customer base, and sales process.

  2. List and prioritize key features: Identify essential features, like automation, payment tracking, and integration capabilities.

  3. Compare top tools: Consider pricing, user interface, and platform scalability to suit your growth.

  4. Sign up for demos or free trials: Test usability and functionality of shortlisted platforms.

  5. Read user reviews: Reviews and recommendations from peers can provide real-world insights into performance.

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Avoid tools loaded with unnecessary features that could increase costs without adding value to your workflow.

By following these steps, you can confidently select a CRM with invoicing that aligns with your operational needs and supports your business growth.