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.
Use it when early sales conversations need lead records before a final contact or company record exists.
Use it when opportunities need owners, stages, values, probabilities, and expected close dates.
Use it when activities, contacts, companies, invoices, quotes, balances, and revenue history should stay connected.
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 quotes and estimates with line items, tax, validity dates, custom fields, public links, attachments, email delivery, and invoice conversion.
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 billing workflow, and keep related client work connected.
Use these grouped links to move from this feature into payment, preparation, client, and operations workflows.
Send invoices, collect payments, automate reminders, and support repeat billing.
Quote the job, track time, manage project billing, and capture expenses before invoicing.
Keep CRM, portal access, public sharing, and referrals connected to client billing.
Organize tasks, inventory context, and exports around invoice and client records.
