CRM for Billing

Sales, invoicing & collections

Connect enquiries, quotations, proforma invoices, payments and customer communication.

Features

Track enquiries, follow-ups and proposal content.

Manage quotations, proformas and final invoices within the sales process.

Record receipts and track manually entered or percentage-based TDS.

Review company transactions and financial-year ledger reports with PDF export.

Capture supplier details and calculate GST from the taxable amount.

Keep communication history, send reminders and receive WhatsApp replies.

Offer Razorpay payment links with a disclosed fee breakdown.

Manage monthly repeat entries, partial payments and carried-forward balances.