Product

Quotation And Invoicing Software With CRM Integration

Bitrix24 #1 web-based CRM and omni-channel marketing hub with unlimited quotes and invoices. Integration with Xero and PayPal for online payments. Multiple Currencies, Taxes and Discounts. Cloud, open source (PHP), Mobile (Android and iOS).
Easily organize your billing with Bitrix24’s quoting and invoicing software. Perfect for large and small businesses, you get an all-round business tool that goes way beyond simply quoting and invoicing.

Your CRM lets you grow your relationship with your customers, and quotes and invoices are just one part of that. With so many integrations, you can talk to your clients on whatever platform they want and keep a record of all interactions and billing in one place. When you’re ready to send the invoice, in just a click of a button, you can send it by email or print it as a PDF.

Sending quotes should be a part of making money, not a business expense, so the best quoting and invoicing software should give you unlimited quotes and invoices. Bitrix24 offers all this as well as project management, communication, and task management tools.
But not all of your quotes have to be the same. You can attach a range of special discounts to loyal or new customers, and watch the positive reviews come rolling in. If you have international clients, Bitrix24’s quote making software lets you apply the correct taxation procedures and currencies, cutting down on the monotonous work.Customize your quotes and invoices with a click

Whatever the size of your business, it’s always a good idea to include customizable elements to your business quotation software. Bitrix24’s online invoice and quote program comes with customizable fields and statuses that you can set up to make each quote unique to the needs of you and your clients.
You can add all your branding to make your quotes and invoices instantly recognizable, then get to filling in the rest of your document. Populate the fields of your quotes and invoices with products from your catalog or fill in those details manually—it’s up to you.Allow your clients to make their own quotes

Often, your clients aren’t quite committed enough to talk to your sales team about a quote, and your agents are probably too busy to deal with every request. But with Bitrix24’s all-in-one business tool, there are some clever ways of using your online price quote software. 

Set up a form on your website and encourage your customers to fill it out online, saving your team time. What’s more, you can integrate your form with your CRM and require an email address to send your clients their results. This is a fantastic way of getting marketing-qualified leads at no cost to your company.

* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.

Basic Features

  • 5 GB free
  • Unlimited quotes and invoices
  • Recurring invoices
  • Print, Email, PDF
  • Quote To Invoice
  • Taxes, Discounts, Currencies
  • Company Logo
  • Bank account information
  • Free mobile apps for iOS and Android
  • API and source code available

Register Free

Unlimited Quotation

  • Company information/logo
  • Numbering
  • Products & product catalog
  • Taxes
  • Discounts
  • Currencies
  • Email, PDF, print

Register Free

Unlimited Invoices

  • Quotation to Invoice
  • All quotation features plus
  • Due date
  • Payment details
  • Custom fields

Register Free

Sales Team Communications

  • Social intranet 
  • Video conferencing
  • Bitrix24.Mail
  • Business phone system
  • IM chat and LAN messenger
  • Push notifications

Register Free

Fully Featured CRM

  • Leads/Contacts/Companies/Deals
  • Custom sales stages
  • Custom fields in CRM
  • Products and Product Catalog
  • Import & Export
  • Email marketing

Register Free

For more information about Bitrix24, head over to our training courses.
We also have a great YouTube channel that covers every aspect of Bitrix24, from sales and planning to document management and company internal communication tools.
To download the self-hosted edition of Bitrix24 that can be installed on your own server and give you access to open source code, please visit the Bitrix24 Self-Hosted page.
Be sure to check out other Bitrix24 tools:
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