Quote and Invoice Software with CRM Integration

Many service-based businesses need to provide prospective clients with price quotes when sending a proposal. Using software tools to provide clients with sleek, professional-looking quotes can help improve your business's appearance. Easily organize your billing with Bitrix24’s free invoicing software. Perfect for large and small businesses owners, you get an all-round business tool that goes way beyond simply quoting and invoicing.

Why do you need Free Invoicing Software

Quotation software with a CRM integration offers numerous vital features that can help you streamline processes and ease numerous recurring tasks. By implementing such software integrated with a CRM platform, you can manage the entire process and take advantage of:

• Recurring Billing - automatically generate and send recurring invoices and customizable reminders for collecting payments.

• Mobile Accessibility - allows users to create, send, and manage quotes and invoices from a mobile app.

• Real-Time Payment Tracking -  instant visibility into invoices and price details that are sent, viewed, paid, or overdue.

• Time and Expense Tracking Integrations - to automatically convert billable hours and expenses into invoices without spending lots of valuable time on recurring processes.

• Data Security and Compliance Measures - data encryption and access controls to protect sensitive client information.

• Automatic Calculations - the system should automatically calculate totals, taxes, and discounts to ensure accuracy and minimize manual calculations.

• Automated Reminders - send automatic payment reminders for late or overdue invoices.

• A Client Portal - Bitrix24 comes with an integrated client portal that allows clients to view their history, access documents, and make payments.

• Integrated Online Payment Processing - allows clients to pay directly from the digital invoice in a few clicks via multiple payment gateways.

The Importance of CRM Integration

Most quoting software will allow users to convert approved quotes into invoices easily and provide customization options to match a brand's aesthetic. However, CRM integration takes such software to a completely new level.

Your CRM lets you grow your relationship with your customers, and quotes and invoices are just one part of that. The software should offer reporting and Analytics for real-time insights on revenue and expenses. Opt for free quote software that provides robust reporting and analytics features and helps in making informed decisions, like Bitrix24 CRM solution.

With so many integrations, you can communicate with clients on their preferred platforms while keeping a record of all interactions and billing in one place. Additionally, integration with existing systems ensures data consistency across platforms and prevents duplicate entry. When you’re ready to send the invoice, in just a click of a button, you can send it by email or print it as a PDF.

Bitrix24 - the Best Software for Professional Quotes and Invoices

Sending quotes should be a part of making money, not a business expense, so the best invoice and quotation software should give you unlimited quotes and invoices. Bitrix24 offers all this as well as project management, communication, and task management tools. Bitrix24 is a quoting software solution with user-friendly interfaces that enhance usability.

Create Professional Looking Quotes

Not all your quotes have to be the same. You can attach a range of special discounts to loyal or new customers, and watch the positive reviews come rolling in. If you have international clients, Bitrix24’s quote making software lets you apply the correct taxation procedures and currencies, reducing the monotonous work. Customize your quotes and invoices and create and send branded proposals with a single click.

Customize Price Quotes and Invoices

Whatever the size of your business, it’s always a good idea to include customizable elements to your business quotation software. Bitrix24’s online invoice and quote program comes with customizable fields and statuses that you can set up to make each quote unique to the needs of you and your clients.

You can add all your custom branding to make your quotes and invoices instantly recognizable, then get to filling in the rest of your document. Populate the fields of your quotes and invoices with products from your catalog or fill in those details manually - the choice is yours. Allow your clients to make their own quotes with Bitrix24 free tool.

Create Quote Templates and Invoice Templates

Using a quote template for your business is a great way to streamline your proposals. A quote template is a customizable document that helps you break down the estimated costs for goods or services. Customizable templates allow you to create professional-looking invoices with your company logo and branding, including company colors, and specific terms and conditions to invoices.

Set up Online Forms

Often, your clients aren’t quite committed enough to talk to your sales team about a quote, and your agents are probably too busy to deal with every request. But with Bitrix24’s all-in-one business tool, there are some clever ways of using your online price quote software. 

Set up a form on your website and encourage your customers to fill it out online, saving your team time. What’s more, you can integrate your form with your CRM and require an email address to send your clients their results. This is a fantastic way of getting marketing-qualified leads to your company.