CRM Software with Billing & Invoicing

Create customized professional invoices and actively track open invoices to get paid faster.

Take your business to new heights with CRM with invoicing.

Invoicing Software

What is Invoicing Software?

Invoicing process involves creating your business’ invoices, notifying customers about their invoices, and subsequently tracking accounts receivables until the invoice is paid. CRM with invoicing is a great way to stay ahead of the competition.

Good invoice CRM software empowers your company’s sales and accounts people to quickly create accurate invoices, automate reminders to customers and actively track open invoices to enable payment collection.

Orgzit’s CRM billing software is built for small and medium businesses to help you become more efficient at generating more invoices and collecting payments faster.

With Orgzit, you can create beautiful & professional PDF invoices in a matter of minutes. Further, Orgzit automates invoice notifications and reminders helping you to speed up collections.

Create professional branded invoices and automatically share with customers with our customizable invoice software.

Create professional branded invoices and automatically share with customers.

Automate payment follow ups to reduce collection time.

Improve sales and accounts teams’ productivity so that they can focus on closing deals and serving customers.

Simplify your business invoicing and payments tracking

Create, Approve, and Track Invoicing with our customizable Invoice Software. CRM with invoicing simplifies your business processes.

dealer management
Create Invoices

Create Invoices in less than a minute

Stop creating invoices in Word/Excel and wasting hours to consolidate, analyze and follow up. Automate invoice creation to the maximum extent possible with Orgzit’s CRM billing software.

Customer Orders Information

Integrate with Customer Orders Information

Orgzit invoicing can pull in information from your customer orders / projects so that the invoice is accurate with the sales or operations data. Plus, it saves your team time by avoiding to copy/paste information across different systems.

Professional Quotes

Reduce Invoice Errors

Cut invoicing errors by automating CRM with invoicing.

Quotation Time

Create Professional Invoices

Create customized professional quotations that promote your brand everytime you collect payments.

Track Quotes

Actively Track Invoices to Get Paid Faster

Automated reminders and reports help you stay on top of every open invoice so that you don’t suffer delays in getting paid.

Tax and Discount

Automate Tax Computations

Save time and reduce errors by automating tax computations.

Real-Time Inventory

Integrate with Product Catalog

Orgzit invoices connect with your product catalogue so that you always use accurate pricing information in invoices. Have a multi-level nested product catalogue? We’ve got you covered!


Save Time Following up for Payments

Orgzit automates notifying and reminding customers about invoices so that you can focus on selling and closing deals.

customer lifecycle

Manage the entire customer lifecycle

Looking to manage the entire customer lifecycle, and not just invoicing? Our comprehensive CRM has you covered by tracking the complete customer journey from lead to quotation to order to invoice to customer support.

Fully Customizable

Invoice for Products and Services

Invoice for either products and services with the same ease-of-use. Want to include products and services in the same invoice? Not a problem!

Dynamic Pricing

Dynamic Pricing

Implement dynamic pricing models for different customer segments, regions, and more.

Maintain Data Privacy

Maintain Data Privacy

Maintain the privacy of your invoices by giving access to only people who need to know. Easily set up the access controls in accordance with your company’s rules and policies.

Work Smarter, Get Paid Faster

By creating professional Invoices

Create Invoices Faster

Generate and send professional invoices quickly to make a good impression on your customers and get paid faster with CRM and invoicing software

Create Invoices Faster
Workflow automation

Workflow automation

Now automate repetitive tasks, from invoicing workflows to payment follow-ups. Sit back while Orgzit’s invoice CRM software takes care of them automatically

Set up approval processes

Ensure incorrect invoices are never sent to your customers. Enforce systematic checks before they reach your clients with invoice CRM software. Allow anyone to create an invoice but only approved members to approve and share the invoice with your customers.

approval processes
Brand your invoices

Brand your invoices and annexures

Choose from a variety of beautiful templates or build something of your own. Orgzit invoicing software lets your create your invoices to fit your brand image

Create multi-currency invoices

Send invoices to your customers in their local currency, make forex adjustments and easily track the revalued balances.

multi-currency invoices
Streamlined Collaboration

Streamlined Collaboration

Print, e-mail, or WhatsApp invoices with ease. Communicate with your clients in real-time with our custom invoicing software. Close deals, discuss rates, and negotiate terms and conditions all in from a single screen.

Finance Reporting

Track and manage your revenues and accounts receivables with Orgzit’s custom invoicing software.

Finance Reporting
Automated Reminders

Automated Reminders

Never miss any invoice follow-up or overdue invoice unattended with the help of automated reminders with our CRM billing software.

Generate Invoices From Anywhere, Anytime

Mobile apps for Android & iOS for sales teams to generate and manage invoice based on real-time prices and inventory.

Generate Invoices
Integrate with CRM

Integrate with CRM, Project Management and other apps

Easily convert quotes to invoices or push your sales data into accounting or other software tools with customizable invoice software.

Orgzit with its CRM billing software, helped us streamline critical business information and within a short period made our leads-to-cash processes more organized leading to collaboration efficiency. The sales rep software helped us save time and gave everything to us at our fingertips.
Abhimanyu Sharma General Manager, KiPro Technologies
kipro Tech
kipro Tech

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