Close the loop between what you sold and what you were paid.
What you get
Invoices from the agreement
Line items carried through from the quote, so the invoice matches what the customer signed.
Orders
Track what was ordered separately from what was invoiced, for businesses where those are not the same event.
Payments against the record
Record full and partial payments where they belong. Outstanding balance is derived, not maintained by hand.
Tax handling
Tax calculated on the document rather than added afterwards in a spreadsheet.
Multiple currencies
Exchange rates applied when a deal is not in your home currency.
Overdue escalation
Unpaid invoices escalate on a schedule — finance first, then the salesperson, then a manager — so chasing happens without anyone remembering to start.
Closing the loop
Billing is where most connected-record claims quietly stop. The CRM knows about the deal, the accounting package knows about the invoice, and the join between them is a person exporting a CSV on a Friday.
Keeping invoicing on the same record means the pipeline can report on what was actually collected rather than what was optimistically forecast — and a salesperson opening a customer can see that they are ninety days overdue before promising them anything else.
Chasing that does not depend on remembering
Overdue invoices escalate on a defined schedule rather than when somebody notices. The first stage notifies finance, the next brings in the person who owns the relationship, and the last involves a manager.
The point is not automation for its own sake. It is that the awkward second reminder is the one that most reliably does not get sent, and it is usually the one that works.
And back round: a paid customer is the best signal for who to look for next. See Prospecting →
The rest of the platform
Marketing
Run outreach without exporting a list, and without a second tool that never syncs back.
Read more →Sales documents
Produce the paperwork from the deal, not from a template someone re-typed.
Read more →