Accounting
Invoicing and finance, built in
Integrated invoicing, payments, and financial reporting so billing and books stay in sync with the rest of your CRM.
Capabilities
What you get
Invoicing
Generate and send invoices automatically from subscriptions and deals.
Payments
Reconcile payments and track outstanding balances in real time.
Financial reports
Revenue, receivables, and cash-flow reporting out of the box.
Ledgers & vouchers
A proper chart of accounts with journals and credit memos.
Explore more
Related modules
Customer Management
Manage all your customer data in one centralized platform with detailed profiles and interaction history.
Lead Management
Track and nurture leads through your sales pipeline with automated scoring and follow-ups.
Sales Pipeline
Visualize your sales process with customizable stages and real-time deal tracking.
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