Bitrix24 offers the best customizable quote and invoice templates. In fact, you can nail not just the generation of quotes and invoices, but also taxes, different currencies, automatic numbering and product catalog. In addition, the platform can support several online payment system integrations. Bitrix24 can offer a full offline and online store selling facilities, if you want to.
Bitrix24 comes with a free unlimited CRM and in-built Contact Center. That means you can store your client database in one place and process it from early lead generation stages till final payments and marketing campaigns later.
Every CRM element is equipped with a customizable and flexible card with relevant information and an automatic timeline of interactions. Communication channels, that you connect in Contact Center can be used to communicate with clients and partners directly from their card. All these communications will be recorded in the timeline. Agents also can leave personal comments, record calls, attach files. The system instantly records actions with the card too, such as moving the card to the next stage of the adjustable sales funnel. Who did it, when. It is handy when you have several people working simultaneously.
Bitrix24 CRM can help you working with leads and deals more effectively with automation and workflows. For example, if you make important CRM fields in the cards obligatory to fill at a certain sales funnel stage, the system will make sure that agents did fill them. They will not even need to think of it, Bitrix24 will remember for them. The software can also manage automatic generation and sending invoices and quotes, SMS notifications for clients and so on.
Bitrix24 is the best quote and invoice software that comes in the cloud and self-hosted. There are mobile and desktop applications. The account also can be accessed from any internet browser. Bitrix24 has tools for remote work, collaboration, internal communication, HR and task management as well. Work in your CRM with your colleagues.
* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.