Eliminate revenue leakage and manual billing errors with Salesboom's Cloud CRM. Automatically generate invoices, track payments, and manage your complete Lead-to-Invoice cycle in one unified platform.
Forgetting to bill customers is essentially throwing away your hard-earned revenues. Manual billing processes create bottlenecks that cost businesses thousands in lost revenue, wasted time, and damaged client relationships.
Missed invoices that never get sent, resulting in direct revenue loss and cash flow problems.
Human errors in calculations, tax application, and data entry that damage credibility and cost money.
Hours wasted creating invoices manually instead of focusing on growth and revenue-generating activities.
Inconsistent billing cycles that confuse customers and delay payments, hurting cash flow.
Lack of visibility into overdue accounts until it's too late to recover the revenue.
Disconnected systems requiring double-entry between CRM and accounting software, causing errors.
Salesboom's Cloud CRM with Billing and Invoicing is designed to automate and enhance your billing processes while strengthening client relationships. Our platform eliminates manual work by automatically generating correct, up-to-date invoices.
Simply input the needed information into the automated billing system once, and the platform handles everything else. The system automatically generates invoices according to your billing cycle, applies the correct taxes and discounts, pulls product information from your database, and sends invoices via email or prepares them for print—all without manual intervention.
Our comprehensive Lead-to-Invoice approach connects marketing, sales, and billing in one unified system. This means every customer interaction, from first contact through final payment, is tracked in a single platform with complete visibility and accountability.
We understand that every business has different processes. That's why our automated billing software is flexible enough to adapt to any payment type, billing cycle, or business model you can imagine.
Salesboom's Cloud CRM Invoicing Management solution empowers you to automatically create invoices as part of your billing cycle, eliminating the manual work that drains productivity.
The system learns your billing patterns and automates the entire process, from invoice generation through delivery. Once you configure your billing rules, invoices are created automatically on schedule, ready for your review and approval with just one click.
Why rely on paper trails and worry about human error when Salesboom's automated billing system can handle everything for you? Free your team from repetitive billing tasks and redirect that energy toward revenue-generating activities.
Create custom invoices tailored to each account directly within the Cloud CRM. Once created, each invoice can be scheduled to generate automatically according to your corporate billing cycle.
The automated status tracking is particularly powerful for preventing revenue leakage. Instead of overdue accounts sneaking up on you, the system proactively alerts you when it's time to follow up, send reminders, or escalate to collections.
Change account statuses in real-time, helping you recover overdue payments before they become write-offs. Every invoice is stored permanently in the CRM, giving you instant access to complete billing history for each customer.
Salesboom's web-based CRM Billing and Invoice Management system integrates seamlessly with your Product Database to make invoice creation simple and error-free.
When creating an invoice, simply select product names from your Product Database—the system automatically populates pricing, descriptions, and associated tax rules. No more manually typing product names, looking up prices, or calculating totals.
Simply navigate through the Product Categories you've defined to find exactly what you need. The Salesboom billing software does all the calculation work so you don't have to. This integration eliminates pricing errors, ensures consistency, and dramatically reduces invoice creation time.
Your CRM and Accounting in Perfect Sync—Eliminating Double-Entry Forever
Bidirectional sync keeps both systems current automatically. Manage billing and invoices from either system with automatic updates to both platforms.
Customer records synchronized including contact details and history. Products and pricing updated across both platforms instantly.
Invoices created in CRM automatically appear in QuickBooks. Payment information recorded in QuickBooks updates CRM status.
Eliminate manual data entry that causes errors and wastes time. Your teams work in their preferred system while data stays synchronized.
Unified reporting across sales, service, and financial data gives you complete visibility into business performance.
Our open API allows integration with QuickBooks, Xero, Sage, or any other accounting platform for a unified financial ecosystem.
With Salesboom CRM Invoicing Software, you can run comprehensive reports that give you complete visibility into your billing operations and cash flow.
Get a list of all invoices awaiting review and approval. Each invoice must be reviewed before it can be sent, ensuring accuracy and preventing embarrassing errors. The approval workflow protects your reputation while maintaining quality control.
Run timely reports to check the status of all accounts. See which customers frequently pay late and which ones are always timely. Use this intelligence to adjust credit terms, require deposits, or implement early payment incentives.
Identify trends in payment behavior to predict cash flow and prevent revenue gaps. Understand seasonal patterns, customer-specific payment cycles, and potential collection issues before they impact your business.
Based on pending and scheduled invoices, forecast upcoming revenue with accuracy. This visibility helps with budgeting, resource planning, and strategic decision-making. All reports are exportable to Excel, PDF, or CSV formats.
Run instant reports to view all overdue accounts in the Cloud CRM with complete context about payment history and current status.
See at a glance which invoices are past due, by how many days, and the total amount outstanding. Sort by customer, amount, age, or status to prioritize collection efforts.
Track how long accounts have been overdue and what actions have been taken. The system provides the context you need to make informed decisions about next steps.
Configure automatic reminder emails that escalate based on how overdue an account becomes. Send gentle first reminders, more urgent second notices, and final warnings automatically.
Document all collection activities within the CRM. Record phone calls, emails sent, promises to pay, and payment arrangements. This audit trail protects you legally.
The system helps you balance firm collection practices with relationship preservation. Access complete customer history to understand if late payment is an anomaly or pattern.
When you store sensitive financial information like credit card details and bank accounts, security cannot be an afterthought. Salesboom's Cloud CRM is built with enterprise-grade security.
Your data is hosted in secure cloud facilities with 99.9% uptime guarantees, automatic backups, and disaster recovery protocols.
Your business doesn't stop when you leave the office, and neither should your ability to manage billing. Salesboom's Cloud CRM provides mobile access to your complete billing system.
For field sales teams and service technicians, mobile billing capabilities are game-changing. Create quotes on-site during customer visits, then convert them to invoices with one tap.
Collect payments immediately and email receipts before you leave the location. This immediate billing reduces the time between service delivery and payment, improving cash flow and customer satisfaction.
Whether you're traveling, working from home, or meeting clients on-site, you have complete access to your billing system. Never again will you need to wait until you're back at the office to send an urgent invoice.
Start your free 30-day trial today and discover how automated billing and invoicing can transform your cash flow. Join 3,500+ businesses that trust Salesboom to capture every billable moment and ensure every invoice gets paid.
Salesboom's Cloud CRM with Billing and Invoicing automates your entire Lead-to-Invoice cycle, eliminating manual billing errors and revenue leakage. Our unified platform seamlessly integrates with QuickBooks, provides automated invoice generation, secure payment processing, and complete visibility across your revenue cycle. With 22+ years of CRM innovation, we help businesses streamline billing operations, improve cash flow, and never miss another invoice.
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