Eliminate manual invoicing processes and legacy system integration headaches with Salesboom's fully integrated billing and invoicing solution built directly into your CRM platform.
Faster Invoicing
Fewer Billing Errors
DSO Improvement
Starting Price/User/Month
Most businesses struggle with disconnected systems where sales data lives in one platform, customer information in another, and billing in yet another system.
This fragmentation creates operational chaos, data entry errors, delayed invoicing, and lost revenue opportunities.
Traditional approaches force businesses to choose between using separate best-of-breed tools that require expensive integration or settling for limited functionality within a single platform. Salesboom eliminates this false choice by delivering comprehensive billing and invoicing capabilities within a unified CRM solution.
Salesboom's on-demand CRM platform includes fully integrated billing and invoicing capabilities that connect seamlessly with your sales, marketing, customer service, and support operations.
This wall-to-wall business solution eliminates the need to integrate with separate legacy systems or third-party billing platforms.
By consolidating billing and invoicing within your CRM, every team member gains instant access to complete customer financial information alongside sales history, service tickets, and communication records. Sales representatives can generate quotes that automatically convert to invoices. Service teams can view payment status before handling support requests. Finance teams can track receivables without leaving the platform.
Salesboom's workflow automation engine streamlines every aspect of your billing and invoicing operations. Configure automated rules that trigger actions based on specific conditions, eliminating repetitive manual tasks and ensuring consistency across your organization.
Every business has unique billing requirements. Salesboom provides extensive customization options that adapt to your specific processes, terminology, and workflows rather than forcing you to change how you operate.
Salesboom's integrated approach connects every stage of the customer revenue lifecycle within a single platform. This unified Revenue Lifecycle Management (RLM) ensures nothing falls through the cracks and provides complete visibility into your business operations.
Marketing campaigns capture leads and track ROI. Every prospect interaction is recorded, providing context for future sales conversations and establishing the foundation for customer relationships.
Sales teams manage opportunities, generate quotes, and track deal progression. When opportunities close, the system automatically initiates billing workflows based on configured rules.
Invoices are generated automatically from closed deals or service completions. Customers receive professional, branded invoices with multiple payment options. Payment status is tracked in real-time within the customer record.
Service teams access complete customer information including payment history and outstanding balances. This context enables more informed support conversations and identifies at-risk accounts requiring proactive attention.
Automated renewal reminders trigger based on subscription or contract end dates. The system identifies expansion opportunities based on usage patterns, enabling sales teams to proactively engage customers with relevant upsell offers.
Create branded, professional invoices with customizable templates, logos, and messaging. Support for line items, discounts, taxes, and multiple payment terms.
Automate subscription and retainer billing with flexible scheduling options. Handle prorations, upgrades, downgrades, and cancellations seamlessly.
Accept payments via credit card, ACH, check, wire transfer, and other methods. Integration with popular payment gateways for secure processing.
Native integration with QuickBooks Online and Desktop syncs invoices, payments, and customer data automatically, eliminating double entry.
Bill customers in their local currency with automatic exchange rate updates. Support for multiple languages and tax jurisdictions.
Track accounts receivable, aging reports, payment histories, and revenue forecasts with customizable dashboards and scheduled reports.
Send automatic payment reminders before and after due dates. Escalate overdue accounts through customizable workflows.
Customers can view invoices, make payments, update payment methods, and download statements through a branded portal.
Generate invoices, record payments, and view financial data from iOS and Android devices. Full functionality on the go.
Financial data requires the highest levels of security and compliance. Salesboom's cloud infrastructure provides enterprise-grade protection for sensitive billing and payment information.
Salesboom helps organizations maintain compliance with:
Salesboom delivers enterprise-grade billing and invoicing capabilities at small business pricing with no hidden fees or surprise costs.
Unlike solutions requiring separate CRM and billing systems with integration costs, Salesboom's unified platform eliminates:
Organizations across industries have transformed their billing and invoicing operations with Salesboom's integrated platform.
A professional services firm eliminated their separate billing system and reduced invoice generation time from 5 days to 3 days by automatically converting time entries to invoices within the CRM.
A field service organization eliminated manual data entry between their dispatch system and accounting software, reducing invoice errors from 15% to less than 2% of transactions.
A manufacturing company accelerated their cash conversion cycle by implementing automated invoicing immediately after shipment and electronic payment reminders for outstanding invoices.
A growing SaaS company eliminated 25 hours per month of administrative work by automating recurring subscription billing and payment processing workflows.
Experience the efficiency of integrated billing within your CRM. See how Salesboom eliminates manual processes, reduces errors, and accelerates cash flow with automated workflows and seamless QuickBooks integration.
Discover powerful CRM editions to scale your business efficiently.
A complete CRM suite with Marketing Automation, ERP integration, and Support tools — built for performance and value.
Explore ProfessionalFor large enterprises — automate workflows, unify data, and leverage analytics to drive strategic growth.
View EnterprisePerfect for small teams starting with CRM — manage leads, track sales, and boost productivity with simplicity.
Discover TeamManage invoicing and billing directly from CRM with the Invoice Tools.
Generate, manage and track quotes via the Web-based Quote Management Software.
Integrate CRM with external ERP systems like Epicor / Bistrack ERP for full enterprise workflows.
Sync CRM data with accounting using the QuickBooks Connector.
Track and manage sales opportunities from lead to close with Opportunity Management Software.
Same as above — Opportunity Management Software.
Make data-driven decisions using built-in analytics via Sales Intelligence Tools.
Automate workflows, follow-ups and pipelines with Sales Automation Tools.
