Track potential customers as leads, move opportunities through deals, schedule CRM activities, and keep sales work connected to invoicing history.
Create lead records for people or companies that are interested but not yet active customers, then qualify or disqualify them as conversations progress.
Use deal records, pipeline stages, expected close dates, values, probabilities, and the sales dashboard to keep revenue opportunities visible.
Schedule calls, meetings, emails, or tasks and relate each activity to a lead, deal, contact, or company so follow-up does not live in scattered notes.
Add a lead with source, status, owner, notes, and the company or contact details you already know.
Turn a qualified lead into the right contact and deal records without retyping the same customer information.
Track activities, move the deal through the pipeline, and keep the final customer record connected to quotes, invoices, balances, and revenue history.
Combine Client Management CRM with these workflows inside Invoice Master.
Create professional quotes and estimates with clear line items, expiration dates, public links, and one-click conversion to invoices.
Give invited clients a dedicated portal to review shared invoices and quotes, manage membership access, use familiar regional formats, and download branded PDFs.
Run end-to-end invoicing for small business with quotes, recurring billing, payment collection, reminders, and connected client records.
A lead is a potential customer or opportunity that is not fully converted yet. It lets you track early sales conversations before creating final customer records.
Yes. You can create deals, move them through pipeline stages, assign owners, and review value, probability, and expected close dates.
Yes. CRM activities can be related to leads, deals, contacts, or companies, and can also be left unrelated when the follow-up is more general.
Yes. Contacts and companies stay connected with financial documents, open balances, statements, and revenue history.
Open your account, configure your workflow, and keep everything connected in one platform.
