Simple and easy invoice creation to collect money faster
Effortless job-to-invoice conversion
Seamlessly convert completed jobs into professional invoices with a simple click. Our platform streamlines the process, enabling you to generate accurate invoices quickly and efficiently, improving your billing workflow.
Email invoices instantly
Dispatch invoices to customers’ emails effortlessly. Our platform enables quick and convenient delivery, ensuring prompt and efficient billing communication with your valued customers.
Monitor invoice payments efficiently
Easily track payments made against invoices in real-time. Our platform provides a seamless tracking system, allowing you to stay updated on payment statuses and ensure accurate financial records.
Instant Setup. No credit card required.
Automate contract invoicing
Generate regular invoices against contracts automatically
Regular invoicing
Streamline invoicing with automated generation of regular invoices based on contracts. Our platform simplifies the process, saving time and ensuring consistent billing for contractual agreements.
Perfect for monthly services
Simplify billing for regular services or retainers on a monthly basis. Our platform is designed to streamline the invoicing process, ensuring accurate and hassle-free billing for recurring services.
Flexible adhoc billing
Easily complement regular invoicing with our flexible adhoc billing feature. Our platform allows you to handle additional or one-time billing needs alongside regular invoicing, ensuring comprehensive financial management.
Instant Setup. No credit card required.
How we helped
Explore the positive impact of CRMit from our glowing customers
Tiffin Group
Tiffin Group operate a chain of cafes & restaurants situated across the South West.
Problem
Previously, our customer data was scattered across different platforms such as Excel, emails, and notes, making it challenging to locate and analyze how our customers engaged with us and their spending patterns.
Outcome
Following the transition to CRM, we established a centralised repository for customer data and contact information, simplifying the process of updating these details for our team. Additionally, we successfully integrated a loyalty program that enabled venues to effortlessly track customer spending and accumulate loyalty points.
Instant Setup. No credit card required.
OUR GOAL
Get things done effortlessly and efficiently, making progress one click at a time.
