CRM with document management

Quotes and invoicing inside CRM

  • Quotes
  • Invoicing
  • Recurring invoicing
  • Online payments (PayPal, Stripe, Braintree, more)

Document builder inside CRM

  • Custom documents
  • Automatic numbering
  • Pre-installed templates
  • Create own templates
  • Stamps and electronic signatures

Taxes, currencies, product catalog

  • Product catalog
  • Taxes (sales tax, VAT, etc)
  • Multicurrency support
  • Invoices
  • Recurring invoices

Integrations with accounting software

  • Xero
  • Quickbooks
  • Freshbooks
  • More