CRM with invoicing

The CRM with invoicing built in

Quote, invoice and get paid — all from the same system that holds your customers. No more copying data between a CRM and a separate invoicing app.

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● One flow

From quote to paid, without re-typing

Win the work, raise the invoice and take payment in one joined-up flow — then let CRMit chase anything that’s late.

✓ Branded invoices, quotes & proformas
✓ Online card & GoCardless Direct Debit payments
✓ Automatic reminders & dunning for late payers
✓ Two-way Xero sync & live bank feeds

Money, handled

Everything around getting paid

A complete billing engine inside your CRM.

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Invoices & proformas

Raise from scratch, a quote or a completed job.

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Online payments

Card pay-by-link and Direct Debit collection.

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Auto-chasing

Escalating reminders recover cash without the awkward calls.

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Bank feeds

Reconcile payments against your bank automatically.

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Recurring billing

Retainers and subscriptions that invoice themselves.

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Xero & HMRC

Two-way Xero sync and Making Tax Digital VAT.

● Cashflow

Get paid weeks sooner

Live status on every invoice and automatic chasing mean you spend less time on admin and more time getting paid.

✓ Real-time paid / pending / overdue views
✓ Daily balances & aged-debt reporting
✓ Take payment on site or over the phone
✓ Receipts sent automatically

FAQs

Common questions

Most CRMs stop at sales. CRMit includes full invoicing — raise branded invoices, take online payments, chase late payers automatically and sync to Xero.

Yes. VAT can be filed digitally to HMRC through our Making Tax Digital integration, and invoices capture VAT automatically.

Yes — CRMit syncs invoices, payments and contacts two-ways with Xero, so you never re-key data.

Yes. Add a pay-now button for card payments via Stripe, and collect recurring Direct Debit via GoCardless.

Ready to see it for your business?

Book a friendly, no-pressure demo with our UK team — or start a free 14-day trial.

Book a demo See pricing