Top 7 CRM with Invoicing Integration to Simplify Billing Processes

A CRM with invoicing integration isn’t just a tool to speed up your payments — it also helps to build strong relationships with your clients and your internal finance team.

In their simplest form, these apps connect your customer management and finance processes to streamline your billing. However, the best CRM with invoicing integrations comes with a range of extra features you need to be aware of:

• Centralized data management keeps all your customer details, interactions, and transaction histories in one place for all of your team members to access.

• Automated invoicing fills in your invoice with a customer’s personal and purchase information, saving you considerable amounts of time every month.

• Customizable invoice templates allow you to produce professional-looking, branded documents with just a few clicks of a button.

• Time and expense tracking registers billable hours in your CRM and automatically populates your invoices with the same data.

• Multiple currencies and tax details accommodate partners, suppliers, and customers across the globe.

• Integration with accounting software facilitates data flow across your organization and improves the accuracy of your reports.

• Integration with payment apps ensures you get paid on time and lets you monitor payment status from one central dashboard.

With these factors in mind, let’s explore the top 7 CRMs with invoicing integration.

1. Bitrix24 — A unified platform for seamless management and billing

Bitrix24’s free CRM with invoicing offers businesses a database with an unlimited number of contacts. As you climb to the paid tiers, you pay per organization rather than user which allows you to scale up your operation without breaking the bank.

Unlimited automated invoices mean you’ll never hit a crisis point halfway through the month. Instead, go to your deal and create an invoice that includes the client details, invoice number, rates, and tax information from the deal itself. With one more click, send the invoice via email or SMS and view an immediate record in your CRM. The whole process takes less than a minute.

Get a little more creativeby choosing from ready-made invoice templates and customizing your own fields. From different currencies and meeting times to data taken from internal task time-tracking apps, you can curate your invoices to whatever you or your client require.

Receiving payment couldn’t be easier through Bitrix24’s integrations with the most popular payment systems. Your deal timeline shows whether your invoices are sent or delivered, checks if your customer has viewed the payment page, and sends a notification when the invoice has been paid. All of this information is saved in company analytics tools that produce reports on who your biggest payers are and how quickly they pay.

Take the guesswork out ofinternational invoices with in-built currency and local tax options. Not only will this save research time for your finance department, but it also gives you peace of mind that you’re staying compliant and professional.

Bitrix24 doesn’t just simplify billing processes, it takes care of the wider context too. You can create an e-commerce website with products linked to your inventory, sign client documents and contracts electronically, and run comprehensive sales and customer service teams from the same CRM.

2. HubSpot CRM —Optimizing sales and invoicing for better customer relationships

To manage your contacts and send invoices with CRM, HubSpot CRM links up with HubSpot Invoicing for a seamlessly integrated experience. Both tools constantly sync with each other, making it easy for even non-technical minds to manage their billing. HubSpot’s well-established product works just as well for small businesses as it does for enterprises that want to handle extensive transactions investing excessive time in the process.

Much more than a simple CRM with invoicing, HubSpot provides a range of industry-specific templates that you can customize to maintain brand consistency across all your communications. The platform is famed for its easy-to-use automations that send invoices at specific stages of the customer journey or upon completion of certain actions.

By integrating invoicing within the CRM, HubSpot ensures every customer interaction is documented, which has a dual benefit. Primarily, it helps to create accurate invoices while keeping a record to check back on in case of client queries. Secondly, information is fed directly into your CRM analytics, giving you a clear idea of which accounts are most profitable and which may be holding you back.

Users value the scope of features that HubSpot offers, which also allows them to create webpages, launch email marketing, and track and receive payments. This makes it ideal for ambitious companies on a tight budget who want to concentrate their business processes on one app. With one handy dashboard tracking all your invoices and payments, you can save a considerable amount of time every month.

3. Zoho CRM — Customizing CRM and invoicing for complex needs

Zoho CRM has earned its reputation as a trusted CRM software with invoicing that integrates several closely associated activities. From multi-channel lead communication and sales pipeline management to order management and, of course, invoicing, Zoho CRM is a broad, yet powerful billing tool.

Zoho Invoice syncs with Zoho CRM to help you automatically fetch contact details to include in your invoices. Similarly, you can connect it with your inventory and deals to combine all your key invoicing information in one place.

However, it is fair to say that the syncing process is not at all intuitive and the user interface leaves a lot to be desired. So while businesses who already use Zoho can benefit from familiar tools, there are many more simple options on this list. What’s more, although three users can use it as a free CRM with invoicing, the paid version charges per user, making you susceptible to budget creep when your team expands.

It’s not all doom and gloom though. Zoho prides itself on having a wide variety of customization features for organizations of all kinds to create invoices with highly specific information. Real-time analytics allow you to monitor sales and invoicing activities, identify your best customers, and prioritize relationships with your most lucrative contracts.

Zoho also boasts an impressive list of payment gateways that serve the English-speaking world, Europe, South America, and many more niche countries that aren’t always available to standard invoicing platforms.

4. Salesforce CPQ — Advanced integration for enterprise-scale invoicing solutions

Perhaps the most recognizable name on our list of CRM with invoicing, Salesforce is a safe bet for large organizations — as long as they’re prepared to go through an extensive learning curve. Enterprise-level packages come with a dedicated consultant to you set up the intricacies of this vast ecosystem, so it’s not the kind of tool you can test in your free time.

Salesforce CPQ (configure, price, quote) product shows you how to send invoices with CRM, as well as set up recurring payments, discounts, and order management. Attach multiple quotes to a single opportunity before sending the final invoiceand keep a detailed paper trail of your deals.

The complexity of Salesforce is countered by extensive automation which can really make life easy if set up correctly. This allows you to create invoices based on sales data, update customer records automatically, and even send out payment reminders. Automations minimize human error and free up valuable time for more strategic activities.

If the wide-reaching capabilities and impressive reputation of Salesforce have piqued your interest, you should at least be aware of the cost. No level of Salesforce could be considered affordable when compared with other apps on this list, and the more add-ons you go for, the higher that price will be.

5. Clio —The best CRM with invoicing for legal professionals

It’s not uncommon to find CRM software with invoicing for specific industries, such as the legal field. Clio is a great example of these dedicated tools, integrating case management with billing and invoicing. You can also connect key documents such as contracts, and link your invoicing to your appointment calendar to keep every aspect of your business in one place.

Confidentiality is paramount in the legal sphere, so Clio offers a secure client portal for invoicing and payments. This helps to build trust with stakeholders, which translates into excellent reviews and a more professional reputation.

Billable hours are especially important for lawyers, and Clio’s time and expense tracking provides a transparent copy of the services you are providing. Of course, this data automatically connects to the invoice creation tool, streamlining billing processes for legal services. Regarding payment, Clio provides its own system to cut down on moving parts and make tracking just a little easier.

Clio is one in a long list of more niche CRM with invoicing software options. While the other products discussed here are ideal for all kinds of organizations, it is worth looking at tools like Clio that focus on a certain sector, geography, or business size.

6. HoneyBook —Simplifying client and financial management for small businesses

HoneyBook has worked hard to produce a CRM with invoicing that covers everything that freelancers and small agencies need in their billing process. From one platform, you can book meetings with customers, run projects, and manage the entire payment process.

A wide range of invoice templates is great for individuals and teams who are nervous about getting all the details correct. Once you’ve sent out your invoices, HoneyBook will automatically track payment schedules, reservations, and leads, then throw up analytics on metrics such as the total value of your sales, success rates, and client breakdowns.

HoneyBook’s proprietary payment system is aimed at giving small businesses confidence around client disputes, security of transactions, and confidence in their cash flow. The platform accepts credit cards, bank transfers, and autopay, and will deposit the money in your account within minutes. HoneyBook will also send automatic reminder emails so you don’t have to manually chase up payments on top of your busy schedule.

Like Bitrix24, HoneyBook offers e-signature technology to complement their CRM with invoicing to save you a last-minute panic when it comes to signing contracts. With additional scheduling and project management functions, HoneyBook equips small businesses and freelancers with capabilities that you don’t often see at this price point.

7. NetSuite —Comprehensive solutions for global enterprises

NetSuite, by Oracle, is another large-scale CRM with invoicing tools, making one of its main advantages the fact that it is an all-in-one platform for complex operations.

The company is proud of the connection between its invoicing software and enterprise resource planning (ERP) systems. Users get a unified view of their operations, directly connecting invoicing and financial operations to customer interactions and internal processes. With this bird’s-eye view, you can see which customers are beneficial for your business, and which are holding you back. Real-time financial data keeps you up-to-date at all times, which is invaluable for making important decisions quickly and confidently.

As a large platform, NetSuite covers companies with a global outlook. It handles multiple currencies, tax requirements, and language options to stay compliant and build strong customer relationships with much less effort than traditional tools.

Scalability is another area where NetSuite excels, as it is designed to grow alongside your business. Small companies can therefore expand operations without outgrowing their software infrastructure. As the number of invoices you issue increases, NetSuite analytics allows you to keep a handle on your performance through financial reports and customer analytics. With these insights, you can optimize your processes, improve customer satisfaction, and drive revenue growth.

Finding the best CRM with invoicing for you?

A CRM with invoicing integration is more than a fancy gadget— it’s a time-saver, relationship-builder, and business booster. Each of the CRM tools discussed here serves a different purpose, from law-focused Clio and beginner-friendly HoneyBook to ultra-complex Salesforce and the super-scalable NetSuite.

However, unless you’re looking for something specific, Bitrix24 is the ideal all-rounder, providing a CRM with invoicing capabilities that allows you to:

• Streamline your entire sales pipeline from initial lead capture to final payment

• Enhance customer relationships with integrated communication tools

• Generate detailed financial reports to track sales and monitor invoicing activities

• Improve billing accuracy by syncing data from your sales and customer data

• Cut out needless steps and unnecessary integrations to increase operational efficiency

Sign up for Bitrix24 and see firsthand how the best CRM with invoicing can take the stress out of billing.

FAQs

Many CRM platforms offer invoicing services, but not all. If your business involves a lot of online transactions, be sure to opt for a customer relationships management tool that allows you to manage clients and process payments from one place.

The best way to send an invoice is electronically via email or a digital invoicing system, ensuring fast delivery and easy tracking. Some platforms also offer options to send invoices via SMS to accommodate differing client needs.

You can send an invoice to a new client with the click of a button on the best CRM platforms. Algorithms gather client and transaction data and compile the invoice, allowing you to send the final document to your main contact.

A CRM billing system is a platform that integrates invoicing and payment processing with customer management, streamlining financial operations and enhancing customer data analysis.