Top 10 CRM with Invoicing

A CRM system might include invoicing or billing functionality, which not only helps your company get paid faster but also helps employees understand the customer better and build stronger connections.

Top 10 CRM with Invoicing

Customer relations management (CRM) is a critical tool for any business that wants to grow. CRM software can be defined as an organized approach for developing, managing and maintaining profitable relationships with customers.

A CRM system might include invoicing or billing functionality, which not only helps your company get paid faster but also helps employees understand the customer better and build stronger connections.

Top 10 CRM Software with Invoicing are listed below:

1. NetSuite CRM

NetSuite’s Customer Relationship Management (CRM) software is the only cloud solution that delivers a real-time, 360-degree view of your customers.

Trusted by more than 24,000 customers worldwide, NetSuite CRM provides a seamless flow of information across the entire customer life cycle— from lead all the way through opportunity, sales order, fulfillment, renewal, upsell, cross-sell and support.

Benefits

  • NetSuite CRM helps you manage global sales and services organizations.
  • It improves collaboration with your partners through joint lead and campaign management.
  • Drives sales, service, and marketing performance with real-time role based-dashboards.
  • Improves productivity across the organization with a 360-degree view of customers.
  • Elevates productivity across the organization with a 360-degree view of customers.
  • Streamlines the entire lead-to-cash process, as well as order management processes with complete integration across sales and finance.
  • Improves customer service through prioritized queues and customizable call scripts

2. Oorwin CRM

Oorwin is a San Francisco-based SaaS platform that offers an integrated ATS, CRM and HRMS to staffing firms. Our unique platform integrates across teams and geographies with ease of use for our customers.

Currently serving hundreds of businesses across the United States, UK, Singapore and India we are disrupting traditional practices in hiring, sales and customer experience.

Benefits

  • It helps businesses with the process of hiring and managing employees.
  • Provides a powerful suite for sales automation, marketing automation, and customer service.
  • Helps you manage global staffing firms more effectively by harnessing automations that accelerate your HR workflow and business intelligence tools to grow revenue.
  • Enables customers to automate their entire company from one platform.
  • Easy to use and offers the best customer experience for businesses in recruitment, sales, marketing, or customer service.
  • Allows you to create a personalized dashboard that provides insights into what is happening inside your business at any given moment with real-time data updates from across the board on one screen.

3. Bitrix24 CRM

Bitrix24 is a free collaboration platform. Bitrix24 serves users by providing tools such as CRM, document management, tasking, time management and project management integrated in social-style environment.

It incorporates user profiles, liking commenting instant messaging content sharing

Benefits

  • It is a single-platform solution that covers internal operations as well as external relations.
  • Offers unified search and human-facing advantages like the need only to acclimate to one user interface.
  • Provides technical advantages like unified search and human-facing advantages like the need only to acclimate to one user interface.
  • Allows you to create a personalized dashboard that provides insights into what is happening inside your business at any given moment with real-time data updates from across the board on one screen.
  • Provides technical advantages like unified search and human-facing advantages like the need only to acclimate to one user interface.
  • It offers powerful CRM system features, including lead management, contact management, opportunity management and customer service.

4. Zoho CRM

Zoho CRM is an omnichannel cloud-based customer relationship management platform that helps global businesses to take control of their business processes to build lasting customer relationships.

The web-based platform can be customized to suit industries of all types and sizes. Zoho CRM offers integration with over 40 Zoho products and extend its capacity with more than 300 third-party app extensions, including G Suite, Office 365, Salesforce, and other popular apps.

Benefits

  • The conversational AI sales assistant.
  • In-depth analytics for sales success
  • Process management for building and automating your sales process
  • Segment customers based on purchase patterns
  • Analyze webform statistics and conduct webform A/B tests
  • Identify marketing campaigns with the highest ROI
  • Discover sales trends with customizable quadrants and cohorts.

5. VOGSY CRM

VOGSY is a Professional Services Automation solution for Google Workspace that integrates your teams and Quote-to-Cash process together with Google's productivity tools like Gmail, Docs, Drive and Sheets.

Coupled with a powerful ERP engine VOGSY is uniquely capable of enhancing real-time collaboration, billability and visibility into the financial performance of projects and your business.

VOGSY helps you run your business profitably and predictably.

Benefits

  • Streamline sales activities with a single point of contact for customer management and support.
  • Create quotes in minutes to get proposals out faster.
  • Track the progress of your pipeline, project wins/losses and revenue by account or by opportunity.
  • Know which clients are profitable at a glance. Start planning, budgeting and preparing before an opportunity is won.
  • Access, update and share files from anywhere using Google Drive.

6. Trello CRM

Trello is the easiest way to organize anything, together. From simple projects to complex enterprises, Trello is the tool for managing teamwork.

It allows you to create a personalized dashboard that provides insights into what is happening inside your business at any given moment with real-time data updates from across the board on one screen.

Trello is a powerful CRM system features including lead management, contact management and opportunity management

Benefits

  • Trello backs up your data so it is retrievable, preventing permanent loss of data after the accidental deletion of a board, card or list.
  • Your data is sent over a SSl/HTTPS connection so it is always as private and secure as bank data.
  • Trello automatically scales to match the screen you are working on.
  • Search Trello using filters and advanced search to easily pull up boards, cards and members.
  • Trello has an iPhone and Android app for on-the-go use.
  • Use the open API to create you own plugins and extensions ­for Trello acclimate to one user interface.

7. ClickUp CRM

ClickUp is one app to replace them all. It's the future of work. More than just task management - ClickUp offers docs, reminders, goals, calendars, and even an inbox.

Fully customizable, ClickUp works for every type of team so all teams can use the same app to plan organize and collaborate.

Benefits

  • A built in calendar and reminders system so you can stay on top of your tasks.
  • Live chat with visitors who land on your site. Track which pages they visit, when they sign up for a demo or download an eBook ­and more.
  • Email notifications to keep track of what's happening with leads and customers.
  • Unlimited boards, lists, and sub-lists. Make as many or as few projects you like powerful filters to bring important tasks to the top of your board.
  • Customizable team members so all tasks can be assigned evenly without any arguments ­or overlooked work.
  • Collaborate with teammates on shared documents in real time from anywhere ­using your phone, tablet or computer.

8. Monday.com CRM

Monday.com is a cloud-based Work OS, where teams create workflow apps in minutes to run their processes, projects, and everyday work.

Teams shape their workflows and projects, code-free, with a platform that adapts to shifting needs quickly, liberates teams from manual grunt work, and connects teams in a collaborative space

Benefits

  • Get visibility into your projects, team and business with a simple dashboard.
  • Manage everything from one place - tasks, time tracking, approvals.
  • Monday.com integrates invoicing to make billing more efficient.
  • Create custom workflow apps that hold all of your teams processes in one place ­from sales to customer service management­ so that you can run your business the way you want to, with a Work OS that adapts to shifting needs.
  • Get company wide adoption and transparency by making all of your work on Monday.com visible to everyone in the organization ­allowing for better collaboration across teams ­and empowering every employee while increasing productivity

9. Marketing 360 CRM

Marketing 360 is a technology company that provides business management and marketing software and services for SMBs and franchises.

The Marketing 360 platform gives SMBs everything they need to manage and grow their business from a singular platform, including the ability to — build a professional website, accept and manage payments, manage leads and customers, book appointments, monitor reviews, manage social media, syndicate business listings, manage content marketing, run multi-channel digital advertising campaigns and more.

Marketing 360 was founded in 2009 with the goal of eliminating the need for multiple software programs to be used across an entire company.

Benefits

  • Website Builder. With Marketing 360 you can create a professional, mobile responsive website that looks great on any device.
  • Payment Processing. Accepting and managing payments is simpler than ever with the new payment module. Automatically connect to your preferred merchant account or add one of our preconfigured providers.
  • Lead Management. Learn more about your leads, track their interest and contact them at the right moment by assigning rules.
  • Appointment Management. Schedule appointments with ease using a responsive appointment booking widget that integrates in your website or on any page of your choice.
  • Review Monitoring. Monitor reviews for each business profile and respond quickly to negative feedback while promoting good content from customers and prospects.
  • Syndicated Business Listing Management. Keep your business profile up to date with a single click.

10. HoneyBook CRM

HoneyBook is a cloud-based CRM solution designed for small businesses and freelancers that helps users to manage business processes, from consultation to billing.

The platform enables users to manage projects, book customers, send invoices, sign online contracts and manage payments.

Benefits

  • Invoicing. HoneyBook provides users with powerful tools to automatically track payment schedules, reservations and leads.
  • The reporting feature allows users to monitor analytics on key metrics including the combined value of all events, success rates, percentage of posting etc. ­­­­
  • Email reminders that are automatically sent to customers when payments are due which increases conversion rates.
  • Live chat with visitors to the website which is beneficial for business development and customer service.
  • All information saved on HoneyBook can be accessed from anywhere using any device ­­­­ crm, invoicing or marketing software.
  • It's a cloud solution so you don't need internet access to use it but if your internet is down, you can still access the data offline.