What is an invoice in CRM?

An invoice in CRM is just a regular invoice — request issued by the vendor to the customer — that is integrated into your CRM software.

What is the best free invoice app?

UUse the free quotes & invoice app within monday.com to create invoices directly in your CRM software. Some other great free invoice apps Invoice Nijnja, Zoho Invoice, and Invoiceable.

Does CRM include invoicing?

Not all CRMs include invoicing, but it's important to pick one that does, like monday.com, so you can keep all your client interactions including organized in one place.

A CRM with invoicing to centralize all customer communication

Simplify your billing processes by using a CRM software with built-in invoicing.

What would you like to manage on monday.com?

Sales pipeline

Billing & invoicing

Lead management

Sales task management

Account management

Sales operations

Email tracking

Lead scoring

Reporting & analytics

Save time by billing customers directly from your CRM

Create an automated sales invoice workflow with monday sales CRM

Build and send customized invoices in the same platform you use for all your other customer relationship needs.

monday.com features to power your CRM with invoicing

Quotes & Invoices app

Easily generate quotes and invoices within your monday.com workflow and send them off to clients in no time.

CRM workflow Automations

With our no-code custom automation recipes, easily trigger a notification when a new invoice is ready for review.

Seamless integrations

Stop sifting between tabs to manage the many CRM tools you need on a daily basis. We offer hundreds of integrations so you can connect your CRM platform with the tools you already use.

Email capabilities

Sync your email account to send and receive invoices, get automatic notifications when you receive a new invoice, and centralize all email communication in your CRM platform.

Invoice templates

Create consistently formatted invoices with our customizable invoice template. Enter your client bill-to and ship-to information, the date, and invoice number details, as well as descriptions and totals per item.

Centralized reports

Generate powerful reports with all your integrated data and gain crucial insights into your pipelines, targets, and team performance.

Templates to use within your CRM with invoicing

Finance requests

Easily collect your team's finance requests. Keep all employees informed by tracking statuses, updates, and more.

Contacts

Ensure one source of truth for client details and history with our contacts CRM template.

Basic CRM

Bring deadlines, stakeholders, budget, and more together in one place. Plan, manage, and track every aspect of your project so nothing slips by.

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Based on 10,000+ customers

Frequently Asked Questions

Questions?

What is an invoice in CRM?
An invoice in CRM is just a regular invoice — request issued by the vendor to the customer — that is integrated into your CRM software.
What is the best free invoice app?
UUse the free quotes & invoice app within monday.com to create invoices directly in your CRM software. Some other great free invoice apps Invoice Nijnja, Zoho Invoice, and Invoiceable.
Does CRM include invoicing?
Not all CRMs include invoicing, but it's important to pick one that does, like monday.com, so you can keep all your client interactions including organized in one place.