FINANCE

Payments &
Invoicing

Take payments and send invoices on auto-pilot. Chase non-payers automatically and connect seamlessly with Stripe, PayPal, Xero, and QuickBooks.

Invoice Sent
INV-2026-042 for £1,500
Payment Received
Via Stripe
Synced to Xero
Reconciliation complete

Get Paid Faster

Automate your cash flow. Stop chasing payments manually and let the CRM do the work.

AUTO-PILOT

Automated
Invoicing

Chase non-payers with the click of a button, from your mobile app, or set it on full auto-pilot.

Recurring Invoices

Set up subscriptions and let the system bill clients automatically.

Automated Chasing

Send polite email and SMS reminders when an invoice is overdue.

Animation demonstrating how our CRM automates professional invoicing and payment collection.

Invoice INV-2026-042

Pending
Web Design Package£1,500
INTEGRATIONS

Connect Your
Finance Stack

We connect with Stripe, PayPal, and other providers to make bringing revenue into your business a doddle. Plus, link it to Xero or QuickBooks so everything runs perfectly.

Payment Gateways

Accept credit cards, Apple Pay, and Google Pay via Stripe and PayPal.

Accounting Sync

Invoices and payments sync directly to Xero and QuickBooks.

Animation demonstrating how our CRM integrates payments and invoicing.
Stripe
Connecting
PayPal
Connect
Xero
Connect
QuickBooks
Connect
POST-PAYMENT

The Power of
Automation

What's more? We'll even ask for a review automatically post-payment. Now that's the power of our CRM.

Auto-Review Requests

Trigger a review request via email or SMS the moment an invoice is paid.

Seamless Workflows

Move the client to a new pipeline stage and trigger onboarding sequences automatically.

Animation demonstrating how our CRM automates payment reminders and follow-ups.
Awaiting Payment
Invoice INV-2026-042
Automations Triggered
DOCUMENTS & CONTRACTS

Secure Online
Signatures

Produce contracts and get online secured signatures instantly. Why pay £50/mo extra for DocuSign, when our CRM does it all?

Electronic Signatures

Send legally binding contracts and proposals directly to your clients.

Contract Templates

Create reusable templates for your most common agreements and proposals.

Animation demonstrating how our CRM handles secure online document signatures.

Service Agreement

Sent
Sign Here
GET PAID FASTER

Stop Chasing Payments

Automate your invoicing, connect your favorite payment gateways, and let the CRM handle the follow-up.

Unlock Payments & Invoicing