5 Best CRM and Invoicing Software

CRM (Customer Relationship Management) software is a tool that centralizes all customer information, tracks interactions, manages leads, and helps businesses nurture relationships to increase sales and retention. 

Invoicing software is a system that automates billing, generates professional invoices, tracks payments, and manages financial records to ensure faster and more accurate cash flow. 

Combined, CRM and invoicing software let businesses manage both client relationships and billing in one seamless platform. Here are the 5 best CRM and invoicing software solutions to help you streamline sales and finances efficiently.

Key Takeaways

• CRM and invoicing software streamline both customer management and billing in a single platform.
• Automation reduces manual work, minimizes errors, and speeds up cash flow.
• DepositFix stands out for its seamless integration, recurring billing, and user-friendly interface.
• Analytics and reporting provide valuable insights into sales performance and financial health.
• Choosing the right platform ensures scalability, improved client relationships, and long-term business growth.

What Is CRM and Invoicing Software

CRM and invoicing software is a tool for modern businesses, designed to streamline both customer management and financial operations. 

CRM (Customer Relationship Management) software is a platform that centralizes all customer information, including contact details, communication history, purchase records, and support interactions. Approximately 91% of companies with more than 11 employees use CRM systems. It allows businesses to track leads, monitor deals, segment customers, and automate follow-ups, ensuring that every interaction is meaningful and contributes to stronger relationships and higher sales. 

On the other hand, invoicing software focuses on the financial side of a business, automating the creation, delivery, and tracking of invoices. It can generate professional invoices, handle recurring billing, calculate taxes, manage payment reminders, and provide insights into cash flow and outstanding payments. 

When these two systems are combined or integrated, businesses gain a unified solution that connects sales, customer management, and billing. This integration reduces manual work, minimizes errors, ensures timely payments, and provides a comprehensive overview of both customer activity and financial health, allowing business owners to make smarter, data-driven decisions.

Why Is Having a CRM and Invoicing Software Important

A combined CRM and invoicing software helps businesses improve customer relationship and manage finances efficiently. Here are the key benefits:

• Centralized Customer Data: All client information is stored in one place, making it easy to track interactions and history.
• Improved Customer Relationships: Automated follow-ups and personalized communication help nurture leads and retain customers.
• Faster Invoicing and Payments: Invoices are generated and sent quickly, reducing delays in cash flow.
• Error Reduction: Automation minimizes manual entry mistakes in both customer records and billing.
• Sales and Financial Insights: Integrated analytics provide a clear view of sales performance, outstanding payments, and overall business health.
• Time and Resource Savings: Streamlined workflows free up time for strategic business activities.
• Scalability: Easily supports business growth and handles more clients and transactions without added complexity.

5 Best CRM and Invoicing Software

Choosing the right CRM + invoicing software means equipping your business with a platform that not only tracks and nurtures customer relationships, but also automates billing, payment collection, and cash‑flow management. Below are five strong options that bridge those two domains—starting with DepositFix, which leads the list.

DepositFix

DepositFix is a billing and invoicing platform built for CRM‑centric teams, specifically designed to integrate seamlessly with your CRM to automate invoicing, payments, and AR (Accounts Receivable) workflows.

Key features:

• Automated invoice generation based on CRM deal-stage or workflow triggers
• Integrated payment processing and reconciliation (multiple gateways supported)
• Recurring billing & partial payment support to improve cash flow
• Customer self-service portal for invoice view, payment history, and card updates
• Multi-currency, tax/VAT support, and seamless CRM/ERP data sync to reduce manual data entry

Zoho

Zoho CRM paired with Zoho Invoice gives you a unified sales + billing solution: manage contacts, deals and then invoice, track time/expenses, online payments, all from the same ecosystem.

Key features:

• Time-tracking and expense capture built into invoice creation
• Recurring invoices, multilingual & multi-currency support for global clients
• Automated payment reminders and online payments via multiple gateways
• Client portal where customers can view invoices, pay online, and download receipts
• Deep integration with Zoho CRM so sales and billing data lives together

Pipedrive

Pipedrive is primarily a sales-pipeline focused CRM, and offers invoicing features (often via integration) so you can tie deals directly to billing without switching platforms.

Key features:

• Invoice tab inside deal view: create and send invoices directly from Pipedrive
• Customizable invoice fields that map to contact/deal data to reduce duplication
• Workflow automation for sales tasks, reminders and notifications
• Integration with accounting tools (e.g., QuickBooks) for invoice sync and financial data
• Visual pipeline, activity-based sales tracking, and reporting to link sales process to revenue

ClickUp

ClickUp is an all-in-one workspace that offers CRM capability plus task/project management, with invoicing functionality via templates or integrations—ideal for teams wanting to combine sales, service delivery and billing in one system.

Key features:

• Custom CRM space using ClickApps: contacts, deals, statuses, relationships
• Workflow automation: automate tasks, follow-ups, status changes across sales & service
• Embedded email, document and collaboration features in one workspace
• Invoice template support or integration with external invoicing tools via API/automations
• Time-tracking & relationship mapping: connect deliverables, tasks and billing in one view

Bitrix24

Bitrix24 offers a comprehensive CRM with quoting, invoicing, and payment capabilities built-in—especially strong for businesses that want their sales engine and billing engine in one unified platform.

Key features:

• Create invoices or convert from quotes directly within the CRM, linking them to deals and contacts
• Customizable invoice templates and custom fields for unique business needs
• Unlimited invoices & quotes (in certain plans) to support scaling without billing limits
• Built-in CRM database tracks contacts, deals, communication history, linked to billing status
• Automations and workflows around invoicing and payments (e.g., triggers when payment is received or overdue)

What Features to Look for When Choosing a CRM and Invoicing Software

When selecting a CRM and invoicing software, it’s important to choose a platform that not only manages customer relationships effectively but also streamlines billing and payment processes. The right features can save time, reduce errors, and improve cash flow. Key features to look for include:

• Contact and Lead Management: Store all customer and lead information in one centralized place, including contact details, interaction history, and notes. Track the progress of leads through the sales pipeline and prioritize follow-ups to ensure no opportunities are missed.
• Invoice Automation: Automatically generate professional invoices based on deals, projects, or service milestones. Schedule invoice delivery, send reminders, and track payment status to reduce delays and improve cash flow.
• Payment Processing: Accept payments via multiple methods such as credit cards, ACH transfers, and digital wallets. Integrated payment gateways simplify reconciliation and reduce the need for manual entry.
• Recurring Billing and Subscriptions: Set up automated recurring invoices for subscription-based services or repeat clients. This reduces administrative work and ensures consistent cash flow without manual intervention.
• Customer Portal: Provide a self-service portal where clients can view their invoices, check payment history, update billing information, and make payments securely, improving transparency and convenience.
• Analytics and Reporting: Generate detailed reports on sales performance, outstanding invoices, customer behavior, and revenue trends. Use these insights to make informed business decisions and identify areas for improvement.
• Integration Capabilities: Connect the software seamlessly with other tools, including accounting systems, marketing platforms, or additional CRMs. This ensures data consistency across your business and minimizes duplicate work.
• Workflow Automation: Automate repetitive tasks such as follow-up emails, reminders, approval processes, and internal notifications. This saves time and reduces the chance of errors in both sales and billing processes.
• Multi-Currency and Tax Support: Manage clients across different countries with ease. Automatically calculate taxes, VAT, or GST, and display invoices in the customer’s local currency to simplify international transactions.
• Scalability: Choose a platform that can grow with your business. It should handle increasing numbers of clients, invoices, and users without performance issues, ensuring long-term efficiency and reliability.

Why DepositFix Is the Best Choice for CRM and Invoicing Software

DepositFix stands out as a top choice for businesses looking for a seamless solution that combines CRM functionality with powerful invoicing capabilities. Unlike many other platforms that require multiple tools or complex integrations, DepositFix provides an all-in-one system designed to streamline both customer management and billing. 

Its intuitive interface and automation features save time, reduce errors, and improve cash flow, making it ideal for service-based businesses, agencies, and teams of all sizes. Key reasons why DepositFix excels include:

• Automated Invoice Generation: Create and send invoices automatically based on CRM deal stages or project milestones, ensuring timely billing without manual effort.
• Integrated Payment Processing: Accept payments through multiple gateways directly within the platform, making reconciliation and cash collection faster and easier.
• Recurring Billing and Subscription Support: Set up automatic recurring invoices for repeat clients or subscription-based services to maintain steady cash flow.
• Customer Self-Service Portal: Allow clients to view invoices, track payment history, and update billing information independently, improving transparency and satisfaction.
• Seamless CRM Integration: Keep all customer and deal information connected with billing data, reducing duplicate work and providing a complete overview of your business performance.

With these features, DepositFix not only simplifies day-to-day operations but also empowers businesses to focus on growth, client relationships, and strategic decision-making—making it the best choice for integrated CRM and invoicing software.

Conclusion

Platforms like DepositFix, Zoho, Pipedrive, ClickUp, and Bitrix24 offer powerful tools to unify sales, client management, and billing in one system. 

Among them, DepositFix stands out for its seamless integration, automation, and user-friendly interface, making it an ideal choice for businesses of all sizes. With these platforms, companies can reduce manual work, minimize errors, accelerate payments, and gain valuable insights into both customer interactions and financial performance. 

Ultimately, the right CRM and invoicing software empowers businesses to save time, increase revenue, and focus on growth, turning complex processes into streamlined workflows.

FAQs