{"id":483642,"date":"2025-10-18T08:18:35","date_gmt":"2025-10-18T15:18:35","guid":{"rendered":"https:\/\/clickup.com\/blog\/?p=483642"},"modified":"2025-10-18T08:23:01","modified_gmt":"2025-10-18T15:23:01","slug":"crm-and-invoicing-software","status":"publish","type":"post","link":"https:\/\/clickup.com\/blog\/crm-and-invoicing-software\/","title":{"rendered":"Top 8 CRM and Invoicing Software for [year]"},"content":{"rendered":"\n<p>When you\u2019re scaling fast, the last thing you need is a customer relationship management (CRM) system that doesn\u2019t talk to your invoicing system. <\/p>\n\n\n\n<p>Disconnected tools mean slower sales cycles, scattered customer data, and billing errors that cost money <strong>and <\/strong>trust.<\/p>\n\n\n\n<p>This blog post explores eight CRM and invoicing software tools built to grow with your business.<\/p>\n\n\n\n<p>Let\u2019s find the right tool for you! \ud83e\uddfe<\/p>\n\n\n<div class=\"wp-block-ub-table-of-contents-block ub_table-of-contents\" id=\"ub_table-of-contents-4538be25-baee-4a29-96ff-f94508f028c3\" data-linktodivider=\"false\" data-showtext=\"show\" data-hidetext=\"hide\" data-scrolltype=\"auto\" data-enablesmoothscroll=\"false\" data-initiallyhideonmobile=\"false\" data-initiallyshow=\"true\"><div class=\"ub_table-of-contents-header-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-header\" style=\"text-align: left; \">\n\t\t\t\t<div class=\"ub_table-of-contents-title\">Top 8 CRM and Invoicing Software<\/div>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t<\/div><div class=\"ub_table-of-contents-extra-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-container ub_table-of-contents-1-column \">\n\t\t\t\t<ul style=\"\"><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-and-invoicing-software\/#0-top-crm-and-invoicing-software-at-a-glance\" style=\"\">Top CRM and Invoicing Software at a Glance<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-and-invoicing-software\/#2-what-should-you-look-for-in-crm-and-invoicing-software\" style=\"\">What Should You Look for In CRM and Invoicing Software?<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-and-invoicing-software\/#3-the-best-crm-and-invoicing-software\" style=\"\">The Best CRM and Invoicing Software<\/a><ul><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-and-invoicing-software\/#4-1-clickup-best-for-all-in-one-project-management-crm-and-billing\" style=\"\">1. ClickUp (Best for all-in-one project management, CRM, and billing)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-and-invoicing-software\/#16-2-zoho-crm-with-zoho-invoice-best-for-automating-client-relationships-with-built-in-billing\" style=\"\">2. Zoho CRM with Zoho Invoice (Best for automating client relationships with built-in billing)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-and-invoicing-software\/#22-3-flowlu-best-for-task-planning-sales-management-and-finance-tracking\" style=\"\">3. Flowlu (Best for task planning, sales management, and finance tracking)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-and-invoicing-software\/#28-4-pipedrive-best-for-pipeline-management-client-follow-ups-and-invoice-generation\" style=\"\">4. Pipedrive (Best for pipeline management, client follow-ups, and invoice generation)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-and-invoicing-software\/#33-5-freshbooks-best-for-time-tracking-expense-logging-and-invoicing\" style=\"\">5. FreshBooks (Best for time tracking, expense logging, and invoicing)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-and-invoicing-software\/#39-6-hubspot-best-for-crm-automation-quote-creation-and-revenue-reporting\" style=\"\">6. HubSpot (Best for CRM automation, quote creation, and revenue reporting)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-and-invoicing-software\/#44-7-bitrix24-best-for-sales-tracking-and-payment-collection\" style=\"\">7. Bitrix24 (Best for sales tracking and payment collection)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-and-invoicing-software\/#50-8-odoo-crm-best-for-workflow-customization-and-customer-management\" style=\"\">8. Odoo CRM (Best for workflow customization and customer management)<\/a><\/li><\/ul><\/li><\/ul>\n\t\t\t<\/div>\n\t\t<\/div><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"0-top-crm-and-invoicing-software-at-a-glance\">Top CRM and Invoicing Software at a Glance<\/h2>\n\n\n\n<p>Here\u2019s a table comparing all CRM and invoicing software. \ud83d\udcca<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Tool<\/strong><\/td><td><strong>Best features<\/strong><\/td><td><strong>Best for<\/strong><\/td><td><strong>Pricing&nbsp;<\/strong><\/td><\/tr><tr><td><a href=\"https:\/\/app.clickup.com\/signup\"><em>ClickUp<\/em><\/a><\/td><td>Unified task + client management, AI-powered Docs and Automations, custom invoice workflows<\/td><td>All-in-one project, CRM, and billing workspace with integrated AI assistance<br><\/td><td>Free forever; customizations available for enterprises<\/td><\/tr><tr><td><em>Zoho CRM and Zoho Invoice<\/em><\/td><td>CRM-integrated invoicing, payment reminders, customer portals<\/td><td>Automating client relationships with built-in billing<\/td><td>Free trial; starts at $20\/month per user<\/td><\/tr><tr><td><em>Flowlu<\/em><\/td><td>Customer relationship management with built-in invoicing and estimate tools, automation for recurring payments<\/td><td>Task planning, sales management, and payment tracking<\/td><td>Free plan available; starts at $49\/month per user<\/td><\/tr><tr><td><em>Pipedrive<\/em><\/td><td>Deal-driven CRM, smart invoice creation from deals, integration capabilities with billing platforms<\/td><td>Pipeline management, client follow-ups, and invoicing capabilities<\/td><td>Free trial; starts at $24\/month per user<\/td><\/tr><tr><td><em>FreshBooks<\/em><\/td><td>Easy invoicing with time tracking, expense capture, and late fee automation<\/td><td>Time tracking, expense logging, and invoicing<\/td><td>Free trial; starts at $21\/month per user<\/td><\/tr><tr><td><em>HubSpot<\/em><\/td><td>Smart contact management, quote-to-cash tools, and Stripe\/QuickBooks integrations for paid plans<\/td><td>CRM automation, quote creation, and revenue reporting<\/td><td>Free plan available; starts at $15\/month per user<\/td><\/tr><tr><td><em>Bitrix24<\/em><\/td><td>CRM software with task tracking, client portal, telephony, and e-signature options<\/td><td>Team collaboration, sales tracking, and payment collection<\/td><td>Free plan, starts at $124\/month for 50 users<\/td><\/tr><tr><td><em>Odoo CRM<\/em><\/td><td>Modular CRM with invoicing\/quoting apps, pipeline automation, lead tracking<\/td><td>Workflow customization and customer management<\/td><td>Free plan available; starts at $31.10\/month per user<\/td><\/tr><\/tbody><\/table><figcaption class=\"wp-element-caption\">*Please check the tool\u2019s website for the latest pricing<\/figcaption><\/figure>\n\n\n<div style=\"border: 3px solid #000000; border-radius: 0%; background-color: #f6f6f6; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-1aaf2f5a-9160-4a45-ba71-8d08244fe33c\">\n<h3 class=\"wp-block-heading\" id=\"1-how-we-review-software-at-clickup\">How we review software at ClickUp<\/h3>\n\n\n\n<p>Our editorial team follows a transparent, research-backed, and vendor-neutral process, so you can trust that our recommendations are based on real product value.<\/p>\n\n\n\n<p>Here\u2019s a detailed rundown of <a href=\"https:\/\/clickup.com\/blog\/software-review-methodology\/\">how we review software at ClickUp<\/a>.<\/p>\n\n\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"2-what-should-you-look-for-in-crm-and-invoicing-software\">What Should You Look for In CRM and Invoicing Software?<\/h2>\n\n\n\n<p>Wondering <a href=\"https:\/\/clickup.com\/blog\/how-to-choose-a-crm\/\">how to choose a CRM<\/a> and invoicing software?<\/p>\n\n\n\n<p>Start by identifying where your current sales process breaks down, whether it\u2019s scattered client data, missed follow-ups, or delayed payments. Here are some additional features to prioritize:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Customizable pipelines and statuses: <\/strong>Look for CRM solutions that let you tailor sales stages, deal statuses, and lead workflows to match your business process<\/li>\n\n\n\n<li><strong>Automated invoicing and reminders:<\/strong> Choose tools that support recurring billing, automated invoice generation, and payment follow-up notifications to reduce manual work<\/li>\n\n\n\n<li><strong>Centralized client communication:<\/strong> Seek platforms that integrate with email or chat so all client conversations are stored and searchable within your workspace<\/li>\n\n\n\n<li><strong>Real-time reporting and dashboards: <\/strong>Consider systems that offer visual dashboards to track revenue, payment status, and sales performance at a glance<\/li>\n\n\n\n<li><strong>Integration with finance tools:<\/strong> Ensure the software connects easily with apps like QuickBooks, Stripe, or Harvest to streamline financial operations<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"3-the-best-crm-and-invoicing-software\">The Best CRM and Invoicing Software<\/h2>\n\n\n\n<p>These are our picks for the best CRM and invoicing software. \ud83d\udc47<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"4-1-clickup-best-for-all-in-one-project-management-crm-and-billing\">1. ClickUp (Best for all-in-one project management, CRM, and billing)<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-1417.png\" alt=\"ClickUp CRM and invoicing software to manage your sales team\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Manage CRM processes in ClickUp\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Manage CRM processes in ClickUp&quot;}\">Manage CRM processes in ClickUp<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Zoom into deals, tasks, or client progress using the Board View in ClickUp\u2019s CRM<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/\">ClickUp<\/a> gives you one connected workspace to handle leads, track client work, and manage payments.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"5-build-your-pipeline-using-clickup-crm\">Build your pipeline using ClickUp CRM<\/h4>\n\n\n\n<p>Start with <a href=\"https:\/\/clickup.com\/teams\/crm\">ClickUp CRM<\/a>, which turns client tracking into something that actually fits your process. You can log every inquiry or deal using <a href=\"https:\/\/clickup.com\/features\/tasks\">ClickUp Tasks<\/a>, then attach related files, tag teammates, and note key updates as the conversation evolves.<\/p>\n\n\n<div style=\"border: 3px dashed #2724b1; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-5a6ccb59-f2e0-49dc-bcb9-804e0d127c70\">\n<p id=\"ub-styled-box-bordered-content-\">Say you get a request from a retail client for a full rebrand. You create a task, add the discovery call notes, tag your design lead, and drop in the initial moodboard\u2014all in the same place.<\/p>\n\n\n<\/div>\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"621\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-1418-1400x621.png\" alt=\"ClickUp Tasks: Centralize customer interactions and details in an intuitive user interface\" class=\"wp-image-485203\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-1418-1400x621.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-1418-300x133.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-1418-768x341.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-1418-1536x682.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-1418-700x311.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-1418.png 1600w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>Track lead progress in ClickUp Tasks<\/em><\/figcaption><\/figure><\/div>\n\n\n<p>As the lead progresses, you update its stage using <a href=\"https:\/\/clickup.com\/features\/custom-task-statuses\">ClickUp Custom Task Statuses<\/a>, such as \u2018Proposal sent\u2019, \u2018Waiting for revisions\u2019, or \u2018Pending invoice\u2019, so it\u2019s always clear what\u2019s in motion and what needs a nudge.<\/p>\n\n\n\n<p>Then, layer in <a href=\"https:\/\/clickup.com\/features\/custom-fields\">ClickUp Custom Fields<\/a> to store project details like payment terms, client email, or estimated value. That way, when you need to sort high-value clients or check who\u2019s due for payment, you already have the info where you\u2019re working.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"6-use-a-ready-made-crm-system\">Use a ready-made CRM system<\/h4>\n\n\n\n<p>You can skip the setup, too.<\/p>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-1365.png\" alt=\"ClickUp CRM Template helps you build strong customer relationships\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-102457750&amp;_gl=1*1avk9ly*_gcl_au*MTg0MzE2ODU1OC4xNzQ4ODU3NjE2\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get Free Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Get Free Template&quot;}\">Get Free Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Manage your customer journey with the ClickUp CRM Template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/templates\/crm-t-102457750\">ClickUp\u2019s CRM Template<\/a> helps segment leads by sales stage using Custom Statuses, such as <strong>Need Approval<\/strong>, <strong>Qualified<\/strong>, or <strong>Scheduled<\/strong>. The built-in Custom Fields, like <strong>CRM Item Type<\/strong>, <strong>Industry<\/strong>, <strong>Contact Name<\/strong>, or <strong>Job Title<\/strong>, allow you to build context-rich profiles.<\/p>\n\n\n\n<p>Here, <a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/6310260883351-Intro-to-List-view\">ClickUp\u2019s List View<\/a> helps sort leads by value, due date, or contract status.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-102457750&amp;_gl=1*1avk9ly*_gcl_au*MTg0MzE2ODU1OC4xNzQ4ODU3NjE2\" class=\"cu-button cu-button--purple cu-button--improved\">Get free template<\/a><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"7-automate-repetitive-client-handoffs\">Automate repetitive client handoffs<\/h4>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1080\" height=\"721\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/10\/AD_4nXdEYqOJW04FWZpaeDXcLAntR1O5VCNhW4BjeAh_RrH-p-19Av0K3B3vLzV8adfdRCoF0_N5iyPg591Rb-9ZLyQmq0H9W6qmRClgwJ3cLYR3iBPK9KurS-MQrxkuo89UmI1pEytu.png\" alt=\"ClickUp Automations: Automate recurring invoices\" class=\"wp-image-540987\" style=\"width:753px;height:auto\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/10\/AD_4nXdEYqOJW04FWZpaeDXcLAntR1O5VCNhW4BjeAh_RrH-p-19Av0K3B3vLzV8adfdRCoF0_N5iyPg591Rb-9ZLyQmq0H9W6qmRClgwJ3cLYR3iBPK9KurS-MQrxkuo89UmI1pEytu.png 1080w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/10\/AD_4nXdEYqOJW04FWZpaeDXcLAntR1O5VCNhW4BjeAh_RrH-p-19Av0K3B3vLzV8adfdRCoF0_N5iyPg591Rb-9ZLyQmq0H9W6qmRClgwJ3cLYR3iBPK9KurS-MQrxkuo89UmI1pEytu-300x200.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/10\/AD_4nXdEYqOJW04FWZpaeDXcLAntR1O5VCNhW4BjeAh_RrH-p-19Av0K3B3vLzV8adfdRCoF0_N5iyPg591Rb-9ZLyQmq0H9W6qmRClgwJ3cLYR3iBPK9KurS-MQrxkuo89UmI1pEytu-768x513.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/10\/AD_4nXdEYqOJW04FWZpaeDXcLAntR1O5VCNhW4BjeAh_RrH-p-19Av0K3B3vLzV8adfdRCoF0_N5iyPg591Rb-9ZLyQmq0H9W6qmRClgwJ3cLYR3iBPK9KurS-MQrxkuo89UmI1pEytu-700x467.png 700w\" sizes=\"auto, (max-width: 1080px) 100vw, 1080px\" \/><figcaption class=\"wp-element-caption\"><em>Trigger billing and onboarding steps with ClickUp Automations<\/em><\/figcaption><\/figure><\/div>\n\n\n<p class=\"has-text-align-left\">To avoid losing time on repetitive follow-ups, set up <a href=\"https:\/\/clickup.com\/features\/automations\">ClickUp Automations<\/a> or configure an <a href=\"https:\/\/clickup.com\/brain\/agents\">AI Agent in ClickUp<\/a>. For example, when you mark a client as \u2018Ready to invoice\u2019, ClickUp can automatically create a billing task, tag your finance tool, and set a due date. You don\u2019t need to remind yourself to do it later.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"678\" height=\"635\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/07\/image-1315.png\" alt=\"ClickUp AI Agents with natural language understanding\" class=\"wp-image-497345\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/07\/image-1315.png 678w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/07\/image-1315-300x281.png 300w\" sizes=\"auto, (max-width: 678px) 100vw, 678px\" \/><figcaption class=\"wp-element-caption\">Use ClickUp AI Agents to automate tasks, answer questions, and get more done<\/figcaption><\/figure><\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"8-monitor-payments-and-client-health\">Monitor payments and client health<\/h4>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"897\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/10\/AD_4nXc7t1eJWWcB8WaNqdmqIsgSzAlhpClv3tLdiFmCGtQEFHPdZeIuUQYgp94joEmekgkiXCpLkfeq3OZQw4rArZHkTPP4H9ChxzdFrD_D2ht7fOxcFmOeHll35QH9OzR98V7hUL0F.jpg\" alt=\"ClickUp Dashboards: Track customer satisfaction and customer payments visually\" class=\"wp-image-540986\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/10\/AD_4nXc7t1eJWWcB8WaNqdmqIsgSzAlhpClv3tLdiFmCGtQEFHPdZeIuUQYgp94joEmekgkiXCpLkfeq3OZQw4rArZHkTPP4H9ChxzdFrD_D2ht7fOxcFmOeHll35QH9OzR98V7hUL0F.jpg 1600w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/10\/AD_4nXc7t1eJWWcB8WaNqdmqIsgSzAlhpClv3tLdiFmCGtQEFHPdZeIuUQYgp94joEmekgkiXCpLkfeq3OZQw4rArZHkTPP4H9ChxzdFrD_D2ht7fOxcFmOeHll35QH9OzR98V7hUL0F-300x168.jpg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/10\/AD_4nXc7t1eJWWcB8WaNqdmqIsgSzAlhpClv3tLdiFmCGtQEFHPdZeIuUQYgp94joEmekgkiXCpLkfeq3OZQw4rArZHkTPP4H9ChxzdFrD_D2ht7fOxcFmOeHll35QH9OzR98V7hUL0F-1400x785.jpg 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/10\/AD_4nXc7t1eJWWcB8WaNqdmqIsgSzAlhpClv3tLdiFmCGtQEFHPdZeIuUQYgp94joEmekgkiXCpLkfeq3OZQw4rArZHkTPP4H9ChxzdFrD_D2ht7fOxcFmOeHll35QH9OzR98V7hUL0F-768x431.jpg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/10\/AD_4nXc7t1eJWWcB8WaNqdmqIsgSzAlhpClv3tLdiFmCGtQEFHPdZeIuUQYgp94joEmekgkiXCpLkfeq3OZQw4rArZHkTPP4H9ChxzdFrD_D2ht7fOxcFmOeHll35QH9OzR98V7hUL0F-1536x861.jpg 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/10\/AD_4nXc7t1eJWWcB8WaNqdmqIsgSzAlhpClv3tLdiFmCGtQEFHPdZeIuUQYgp94joEmekgkiXCpLkfeq3OZQw4rArZHkTPP4H9ChxzdFrD_D2ht7fOxcFmOeHll35QH9OzR98V7hUL0F-700x392.jpg 700w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><figcaption class=\"wp-element-caption\"><em>Visualize sales, revenue, and budgets in ClickUp Dashboards<\/em><\/figcaption><\/figure><\/div>\n\n\n<p>When you\u2019re ready to invoice, <a href=\"https:\/\/clickup.com\/teams\/finance\">ClickUp\u2019s Finance Software<\/a> helps you track payments, budgets, and project profitability inside the same workspace.<\/p>\n\n\n<div style=\"border: 3px dashed #2724b1; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-12af5ff1-6666-4b13-a4bc-6de701b1d977\">\n<p id=\"ub-styled-box-bordered-content-\">Let\u2019s say you\u2019re juggling three clients across branding, social media, and consulting. You can see who\u2019s paid, who\u2019s overdue, and what each project is worth in <a href=\"https:\/\/clickup.com\/features\/dashboards\">ClickUp Dashboards<\/a>.<\/p>\n\n\n<\/div>\n\n\n<p>It\u2019s also easy to track <a href=\"https:\/\/clickup.com\/blog\/client-management\/\">client management<\/a> metrics, such as average deal size, close rate, client health score, or sales representative performance, using over 50 cards, including charts, calculation cards, and time tracking blocks.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"9-surface-invoice-insights-instantly\">Surface invoice insights instantly<\/h4>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1124\" height=\"899\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/10\/image-269.png\" alt=\"ClickUp Brain: Ask AI for CRM and invoicing assistance\" class=\"wp-image-538760\" style=\"width:729px;height:auto\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/10\/image-269.png 1124w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/10\/image-269-300x240.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/10\/image-269-768x614.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/10\/image-269-700x560.png 700w\" sizes=\"auto, (max-width: 1124px) 100vw, 1124px\" \/><figcaption class=\"wp-element-caption\"><em>Generate custom invoice formats with ClickUp Brain<\/em><\/figcaption><\/figure><\/div>\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/login?product=ai&amp;ai=true\" class=\"cu-button cu-button--purple cu-button--improved\">Surface relevant insights with ClickUp Brain<\/a><\/div>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/ai\">ClickUp Brain<\/a> adds an intelligent layer to your CRM and finance workflows by surfacing key insights, creating invoices from scratch, and more, exactly when you need them.<\/p>\n\n\n<div style=\"border: 3px dashed #2724b1; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-ed951870-9de4-4588-9775-7a5d636686da\">\n<p id=\"ub-styled-box-bordered-content-\">For example, if you\u2019re preparing a new invoice for a returning client, you can simply ask ClickUp Brain to generate a custom invoice format based on your past entries. It reviews your existing templates, client preferences, and payment details to create a ready-to-use layout that fits your project type and billing cycle.<\/p>\n\n\n<\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"10-simplify-your-invoicing-process\">Simplify your invoicing process<\/h4>\n\n\n\n<p>ClickUp also connects to tools like QuickBooks and Harvest via <a href=\"https:\/\/clickup.com\/integrations\">ClickUp Integrations<\/a>, so when it\u2019s time to send an invoice, you can pull all your project data straight in.<\/p>\n\n\n\n<p>Alternatively, you can keep everything within ClickUp. Use the <a href=\"https:\/\/clickup.com\/templates\/invoice-template\">ClickUp Invoice Template<\/a> to create a task for each invoice, set due dates, track payment status, and link everything back to the original client task. It works great when you\u2019re keeping it simple and need a reliable system to stay on top of things.<\/p>\n\n\n<div style=\"border: 3px dashed #2724b1; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-1aefaf77-1955-4697-a793-8d4f3c5a6a6c\">\n<p id=\"ub-styled-box-bordered-content-\">If you\u2019re tracking multiple payments across different clients, the <a href=\"https:\/\/clickup.com\/templates\/invoice-tracking-template\">ClickUp Invoice Tracking Template<\/a> helps you log and filter them. And if you\u2019re sending out quotes often, <a href=\"https:\/\/clickup.com\/templates\/request-for-quote-template\">ClickUp\u2019s Request for Quote Template<\/a> helps you speed that up with consistency.<\/p>\n\n\n<\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"11-clickup-best-features\">ClickUp best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Organize client knowledge: <\/strong>Link onboarding plans, service outlines, or SOWs created in <a href=\"https:\/\/clickup.com\/features\/docs\">ClickUp Docs<\/a> directly to your Tasks so you never lose track of key information<\/li>\n\n\n\n<li><strong>Gather client details: <\/strong>Create <a href=\"https:\/\/clickup.com\/features\/forms\">ClickUp Forms<\/a> to collect quote requests and convert them instantly into trackable tasks in your workflow<\/li>\n\n\n\n<li><strong>Quickly access workspace data: <\/strong>Ask ClickUp Brain questions like \u2018show me outstanding invoices for Client X\u2019 or \u2018what\u2019s the renewal date for that retainer?\u2019 and get answers instantly<\/li>\n\n\n\n<li><strong>Crunch numbers effortlessly: <\/strong>Use dynamic <a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/6308656424983-Intro-to-Formula-Fields\">Formula Fields in ClickUp<\/a> to automatically calculate deal size, cost to close, or projected revenue<\/li>\n\n\n\n<li><strong>Collaborate with clients and sales professionals: <\/strong>Message inside your workspace using <a href=\"https:\/\/clickup.com\/features\/chat\">ClickUp Chat<\/a> and hold SyncUp calls with AI-generated summaries<\/li>\n\n\n\n<li><strong>Automate follow-ups and billing reminders: <\/strong>Activate <a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/31010910371991-What-are-ClickUp-Autopilot-Agents\">ClickUp Autopilot Agents<\/a> in your Chats, Lists, or Spaces to post weekly updates and answer client questions<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"12-clickup-limitations\">ClickUp limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Due to its extensive feature set, ClickUp can have a learning curve for new users as they get familiar with the platform\u2019s depth and flexibility<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"13-clickup-pricing\">ClickUp pricing<\/h4>\n\n\n<div class=\"pricing-wrapper\">\n<!-- hide toggle for now -->\n<div class=\"pricing-toggle-container\" style=\"display: none;\">\n    <div class=\"pricing-toggle isMonthly\">\n        <button class=\"pricing-toggle-item \" id=\"yearly-toggle\">\n            Yearly\n        <\/button>\n        <button class=\"pricing-toggle-item pricing-toggle-active\" id=\"monthly-toggle\">\n            Monthly\n        <\/button>\n    <\/div>\n<\/div>\n\n<!-- Dynamic Pricing Cards -->\n    <div class=\"pricing-card-container\">\n                    <div>\n    <div class=\"pricing-card pricing-card-free-forever\" style=\"--primary-color: 0, 184, 132\">\n        <div class=\"pricing-tier\">\n            free forever\n                    <\/div>\n                <div class=\"pricing-price\">\n            <span class=\"pricing-price-wrapper\">\n                <span class=\"pricing-price-yearly\" data-price=\"Free\">\n                                            Free\n                                    <\/span>\n                <span class=\"pricing-price-monthly\" data-price=\"Free\">\n                                            Free\n                                    <\/span>\n            <\/span>\n            <div class=\"tier-foot-note\"><\/div>\n        <\/div>\n                        <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <button> for other tiers -->\n                <button class=\"cta-button cu-button button\"\n                        data-beta\n                        data-ga-click-tracking\n                        ga-event=\"click web\"\n                        ga-label=\"blog pricing table\"\n                        data-ga-tracking=\"ftmlead\"\n                        ga-category=\"get started - free forever\"\n                                                    onclick=\"showSignUpOverlay(undefined);\"\n                                                >\n                        Get Started\n                <\/button>\n                    <\/div>\n        <div class=\"list-title\">Key Features:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>60MB Storage<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Unlimited Tasks<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Unlimited Free Plan Members<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n                    <div>\n    <div class=\"pricing-card pricing-card-unlimited\" style=\"--primary-color: 250, 18, 227\">\n        <div class=\"pricing-tier\">\n            unlimited\n                    <\/div>\n                <div class=\"pricing-price\">\n            <span class=\"pricing-price-wrapper\">\n                <span class=\"pricing-price-yearly\" data-price=\"$7\">\n                                            $7\n                                    <\/span>\n                <span class=\"pricing-price-monthly\" data-price=\"$10\">\n                                            $10\n                                    <\/span>\n            <\/span>\n            <div class=\"tier-foot-note\">per user per month<\/div>\n        <\/div>\n                        <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <button> for other tiers -->\n                <button class=\"cta-button cu-button button\"\n                        data-beta\n                        data-ga-click-tracking\n                        ga-event=\"click web\"\n                        ga-label=\"blog pricing table\"\n                        data-ga-tracking=\"ftmlead\"\n                        ga-category=\"get started - unlimited\n                        \"\n                                                    onclick=\"showSignUpOverlay({ free_trial_plan: 'unlimited' });\"\n                                                >\n                        Get started\n                <\/button>\n                    <\/div>\n        <div class=\"list-title\">Everything in Free Forever, plus:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Unlimited Storage<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>ClickUp Chat<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Native Time Tracking<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n                    <div>\n    <div class=\"pricing-card pricing-card-business\" style=\"--primary-color: 31, 124, 255\">\n        <div class=\"pricing-tier\">\n            business\n                            <div class=\"popular popular-badge\">\n                    Popular\n                <\/div>\n                    <\/div>\n                <div class=\"pricing-price\">\n            <span class=\"pricing-price-wrapper\">\n                <span class=\"pricing-price-yearly\" data-price=\"$12\">\n                                            $12\n                                    <\/span>\n                <span class=\"pricing-price-monthly\" data-price=\"$19\">\n                                            $19\n                                    <\/span>\n            <\/span>\n            <div class=\"tier-foot-note\">per user per month<\/div>\n        <\/div>\n                        <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <button> for other tiers -->\n                <button class=\"cta-button cu-button button\"\n                        data-beta\n                        data-ga-click-tracking\n                        ga-event=\"click web\"\n                        ga-label=\"blog pricing table\"\n                        data-ga-tracking=\"ftmlead\"\n                        ga-category=\"get started - business\n                        \"\n                                                    onclick=\"showSignUpOverlay({ free_trial_plan: 'business' });\"\n                                                >\n                        Get started\n                <\/button>\n                    <\/div>\n        <div class=\"list-title\">Everything in Unlimited, plus:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><circle cx=\"9\" cy=\"9\" r=\"7.5\" fill=\"currentColor\"><\/circle><path d=\"M6.75 9L8.25 10.5L11.25 7.5\" stroke=\"#202020\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Google SSO<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><circle cx=\"9\" cy=\"9\" r=\"7.5\" fill=\"currentColor\"><\/circle><path d=\"M6.75 9L8.25 10.5L11.25 7.5\" stroke=\"#202020\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Custom Exporting<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><circle cx=\"9\" cy=\"9\" r=\"7.5\" fill=\"currentColor\"><\/circle><path d=\"M6.75 9L8.25 10.5L11.25 7.5\" stroke=\"#202020\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>5K Monthly Automations<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n                    <div>\n    <div class=\"pricing-card pricing-card-enterprise\" style=\"--primary-color: 44, 42, 65\">\n        <div class=\"pricing-tier\">\n            enterprise\n                    <\/div>\n                            <div class=\"pricing-explanation-enterprise\">Get a Custom Demo<\/div>\n                <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <a> for Enterprise -->\n                <a class=\"cta-button button\"\n                href=\"https:\/\/clickup.com\/contact\/contact-sales\"\n                target=\"_blank\"\n                rel=\"noopener noreferrer\"\n                data-ga-click-tracking\n                ga-event=\"click web\"\n                ga-label=\"blog pricing table\"\n                data-ga-tracking=\"ftmlead\"\n                ga-category=\"contact sales - enterprise\">\n                    Contact sales\n                <\/a>\n                    <\/div>\n        <div class=\"list-title\">Everything in Business, plus:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>White Labeling<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Live Onboarding Training<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>250K Monthly Automations<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n            <\/div>\n\n<div class=\"cta-see-more-button-wrapper\">\n    <a class=\"cta-see-more-button\"\n    href=\"https:\/\/clickup.com\/pricing\"\n    target=\"_blank\"\n    rel=\"noopener noreferrer\"\n    data-ga-click-tracking\n    ga-event=\"click web\"\n    ga-label=\"blog pricing table\"\n    ga-category=\"see more features\"\n    data-ga-tracking=\"ftmlead\">\n        See more features\n    <\/a>\n    <\/div>\n<div class=\"pricing-disclaimer\">* Prices when billed annually<\/div>\n<\/div>\n\n<div class=\"ai-pricing-callout\">\n    <div class=\"ai-pricing-callout__content\">\n        <div class=\"ai-pricing-callout__text\">\n            <div class=\"ai-pricing-callout__title\">The world's most complete work AI, starting at $9 per month<\/div>\n            <div class=\"ai-pricing-callout__subtitle\">ClickUp Brain is a no Brainer. One AI to manage your work, at a fraction of the cost.<\/div>\n        <\/div>\n        <a href=\"https:\/\/app.clickup.com\/signup?product=ai&ai=true\"\n           class=\"ai-pricing-callout__cta\"\n           data-ga-click-tracking\n           ga-event=\"click web\"\n           ga-category=\"Try for free\"\n           ga-label=\"blog pricing table\">\n            Try for free\n        <\/a>\n    <\/div>\n<\/div>\n\n\n\n<script>\ndocument.addEventListener('DOMContentLoaded', function () {\n    const monthlyToggle = document.getElementById('monthly-toggle');\n    const yearlyToggle = document.getElementById('yearly-toggle');\n    const pricingCards = document.querySelectorAll('.pricing-card');\n    const pricingToggle = document.querySelector('.pricing-toggle');\n\n    function togglePricing(isYearly) {\n        pricingCards.forEach(card => {\n            const monthlyPrice = card.querySelector('.pricing-price-monthly');\n            const yearlyPrice = card.querySelector('.pricing-price-yearly');\n\n            if (monthlyPrice && yearlyPrice) {\n                yearlyPrice.style.display = isYearly ? 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It&#8217;s became our organization&#8217;s most frequently used app. It brings together task management, document creation, time tracking, goals, and collaboration tools in one unified interface which provides ease of implementation. The customization options are a standout, from custom views and statuses to automation and dashboards. It\u2019s highly scalable, making it suitable for individuals, small teams, and large organizations alike. The interface is sleek, and features like recurring tasks, integrations with different tools , and the \u201cEverything\u201d view really streamline workflow management.<\/em><\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\">G2 review<\/cite><\/figcaption><\/figure><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"16-2-zoho-crm-with-zoho-invoice-best-for-automating-client-relationships-with-built-in-billing\">2. Zoho CRM with Zoho Invoice (Best for automating client relationships with built-in billing)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1366\" height=\"763\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-28.jpeg\" alt=\"Zoho CRM with Invoice: Manage customer payment schedules with accurate billing\" class=\"wp-image-485204\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-28.jpeg 1366w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-28-300x168.jpeg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-28-768x429.jpeg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-28-700x391.jpeg 700w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.zoho.com\/crm\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Zoho CRM<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>Zoho CRM and Zoho Invoice work hand-in-hand to manage financial and <a href=\"https:\/\/clickup.com\/blog\/crm-workflow\/\">CRM workflows<\/a>. <\/p>\n\n\n\n<p>When sales closes a deal once a quote is approved, invoices are automatically generated, which cuts out the manual step of recreating customer information in your billing system. When a contact is added in Zoho CRM, the flow makes a copy of the details in Zoho Invoice, helping you create invoices and estimates more quickly.<\/p>\n\n\n\n<p>The CRM software also features Zia, an AI-powered assistant that takes care of repetitive sales tasks, provides performance insights, and even suggests next steps based on customer behavior.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"17-zoho-crm-and-zoho-invoice-best-features\">Zoho CRM and Zoho Invoice best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Score and sort leads with Zoho CRM\u2019s intelligent lead scoring system that helps you identify high-intent prospects at a glance<\/li>\n\n\n\n<li>Create structured sales workflows using the Blueprint feature to map out deal stages, follow-ups, and approvals<\/li>\n\n\n\n<li>Assign leads automatically with assignment rules that route prospects based on location, channel, or engagement<\/li>\n\n\n\n<li>Design and send quotes fast with <a href=\"https:\/\/clickup.com\/blog\/commercial-invoice-templates\/\">commercial invoice templates<\/a> and instant quote-to-invoice conversion<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"18-zoho-crm-and-zoho-invoice-limitations\">Zoho CRM and Zoho Invoice limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Missing or limited invoicing features in lower-tier plans, including usage caps and storage constraints<\/li>\n\n\n\n<li>Complex <a href=\"https:\/\/clickup.com\/blog\/crm-reporting\/\">CRM reporting<\/a> across multiple modules, making cross-functional insights difficult to extract<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"19-zoho-crm-and-zoho-invoice-pricing\">Zoho CRM and Zoho Invoice pricing<\/h4>\n\n\n\n<p><strong>Zoho CRM<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Free trial<\/li>\n\n\n\n<li>Free (for three users)<\/li>\n\n\n\n<li><strong>Standard: <\/strong>$20\/month per user<\/li>\n\n\n\n<li><strong>Professional: <\/strong>$35\/month per user<\/li>\n\n\n\n<li><strong>Enterprise: <\/strong>$50\/month per user<\/li>\n\n\n\n<li><strong>Ultimate: <\/strong>$65\/month per user<\/li>\n<\/ul>\n\n\n\n<p><strong>Zoho Invoice: <\/strong>Free<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"20-zoho-crm-and-zoho-invoice-ratings-and-reviews\">Zoho CRM and Zoho Invoice ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.4\/5 (50,000+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.7\/5 (800+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"21-what-are-real-life-users-saying-about-zoho-crm-and-zoho-invoice\">What are real-life users saying about Zoho CRM and Zoho Invoice?<\/h4>\n\n\n\n<p>Look at this <a href=\"https:\/\/www.g2.com\/products\/zoho-crm\/reviews\/zoho-crm-review-11284425\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 review<\/a> for the CRM and invoicing software:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>My day to day work is on Zoho CRM and handling customer support queries, for which it is very convenient and is used daily. The best thing that I find in Zoho CRM is that it has multiple in tools available to store data and run company&#8217;s customer support queries tracking, including saving of passwords, hosting, multiple integrations etc.<\/em><\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\">G2 review<\/cite><\/figcaption><\/figure><\/div>\n\n\n<div style=\"border: 3px dotted #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-df504ec9-530f-4084-a1ef-a875cd692c33\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udd0d Did You Know? <\/strong>Franklin D. Roosevelt had what some call the world\u2019s first CRM system: the<a href=\"https:\/\/politicaldictionary.com\/words\/farley-file\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"> Farley File<\/a>. His campaign manager, James Farley, kept detailed notes on everyone FDR met. FDR would casually bring up these details in later meetings, leaving people convinced he had a photographic memory. In reality, he just had great file management.<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"22-3-flowlu-best-for-task-planning-sales-management-and-finance-tracking\">3. Flowlu (Best for task planning, sales management, and finance tracking)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1396\" height=\"828\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-29.jpeg\" alt=\"Flowlu: CRM and invoicing software for your sales team\" class=\"wp-image-485206\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-29.jpeg 1396w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-29-300x178.jpeg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-29-768x456.jpeg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-29-700x415.jpeg 700w\" sizes=\"auto, (max-width: 1396px) 100vw, 1396px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.flowlu.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Flowlu<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>Flowlu works well when your billing ties directly to project deliverables. <\/p>\n\n\n\n<p>The platform uses a cloud-based system to generate invoices from anywhere and bill clients worldwide, pulling customer information automatically from your <a href=\"https:\/\/clickup.com\/blog\/customer-database-software\/\">customer database software<\/a>. You can automate recurring invoice generation for ongoing services, saving you from manually creating the same invoices every month.<\/p>\n\n\n\n<p>There&#8217;s a client portal in Flowlu where customers can access project updates, invoices, and files in one dedicated space, plus they can chat with your team through the built-in messenger. The system handles shipping and taxation calculations for all regions, which is particularly helpful when working with international clients.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"23-flowlu-best-features\">Flowlu best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Build multiple sales pipelines to tailor deal flows for different markets, products, or customer types<\/li>\n\n\n\n<li>Auto-capture leads from emails using dedicated inboxes that instantly convert sales emails into CRM entries<\/li>\n\n\n\n<li>Get paid faster online using popular payment gateways and auto-record incoming payments for accurate tracking<\/li>\n\n\n\n<li>Convert estimates to invoices instantly once approved, eliminating delays between quoting and billing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"24-flowlu-limitations\">Flowlu limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Core functions like proposals or recurring payments are absent<\/li>\n\n\n\n<li>Defaults back to Kanban view, losing user preference settings<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"25-flowlu-pricing\">Flowlu pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Free<\/li>\n\n\n\n<li><strong>Essential: <\/strong>$12\/month per user <\/li>\n\n\n\n<li><strong>Advanced: <\/strong>$22\/month per user <\/li>\n\n\n\n<li><strong>Ultimate:<\/strong> Custom pricing <\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"26-flowlu-ratings-and-reviews\">Flowlu ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.7\/5 (150+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.8\/5 (300+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"27-what-are-real-life-users-saying-about-flowlu\">What are real-life users saying about Flowlu?<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.g2.com\/products\/flowlu\/reviews\/flowlu-review-7490662\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 reviewer<\/a> summed it up like this:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>Flowlu is really hard to describe. Think about an all in one business management tool, that is aimed at small and medium businesses but ports over incredible enterprise level features that you would otherwise find in top level CRMs, top level PM tools and such. [\u2026] For instance, their CRM has a round robin feature for leads. I worked at an enterprise using Salesforce and they couldn&#8217;t set that up. [\u2026] Some features can be a bit rigid, and the team could listen a bit more to the suggestions of their clients.<\/em><\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\">G2 review<\/cite><\/figcaption><\/figure><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-cb8d0304-e8d3-494f-b899-94e0ee13b7f4\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Closing a deal is just the beginning\u2014real growth lies in retention. Explore <a href=\"https:\/\/clickup.com\/blog\/customer-retention-software\/\">customer retention software<\/a> to build workflows that keep customers engaged and coming back.<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"28-4-pipedrive-best-for-pipeline-management-client-follow-ups-and-invoice-generation\">4. Pipedrive (Best for pipeline management, client follow-ups, and invoice generation)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"929\" height=\"562\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-30.jpeg\" alt=\"Pipedrive: CRM and invoicing solution to organize customer data\" class=\"wp-image-485207\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-30.jpeg 929w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-30-300x181.jpeg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-30-768x465.jpeg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-30-700x423.jpeg 700w\" sizes=\"auto, (max-width: 929px) 100vw, 929px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.pipedrive.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Pipedrive<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>Pipedrive is a sales-first CRM platform built to help you close deals faster. <\/p>\n\n\n\n<p>Its built-in AI Sales Assistant offers real-time suggestions on high-priority deals and next best actions. You can create invoices directly from the deal detail view, and if you have the Products catalog enabled, your invoice auto-fills with product details already added to the deal.<\/p>\n\n\n\n<p>Additionally, it helps monitor your <a href=\"https:\/\/clickup.com\/blog\/crm-process\/\">CRM process<\/a>, set financial goals, and automate reporting with the Insights<strong> <\/strong>feature. Since deal-specific insights and financial summaries are embedded into your workflow, you don\u2019t need to switch between tools to stay on top of revenue performance.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"29-pipedrive-best-features\">Pipedrive best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Draft and personalize outreach emails with the AI email generator, tailored to each lead\u2019s behavior and context<\/li>\n\n\n\n<li>Track invoice statuses in real time through the QuickBooks integration that updates payment information in your CRM<\/li>\n\n\n\n<li>Summarize client emails instantly using AI to reduce the reading time and respond faster<\/li>\n\n\n\n<li>Monitor financial performance with deal-specific value fields and visual sales goal tracking<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"30-pipedrive-limitations\">Pipedrive limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>No native email marketing, newsletter analytics, or lead capture forms<\/li>\n\n\n\n<li>Advanced analytics, forecasting, and automation often require upgrades<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"31-pipedrive-pricing\">Pipedrive pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Free trial<\/li>\n\n\n\n<li><strong>Essential: <\/strong>$19\/month per user<\/li>\n\n\n\n<li><strong>Advanced: <\/strong>$34\/month per user<\/li>\n\n\n\n<li><strong>Premium: <\/strong>$64month per user<\/li>\n\n\n\n<li><strong>Ultimate: <\/strong>$89\/month per user<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"32-pipedrive-ratings-and-reviews\">Pipedrive ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.3\/5 (2,500+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.5\/5 (3,000+ reviews)<\/li>\n<\/ul>\n\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-a25469a5-b15b-4915-b218-8272ec416490\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udcee ClickUp Insight:<\/strong> More than half of employees struggle to find the information they need at work. While only 27% say it\u2019s easy, the rest face some level of difficulty, with 23% finding it very difficult.\u00a0<\/p>\n\n\n\n<p>When knowledge is scattered across emails, chats, and tools, wasted time adds up fast. With <a href=\"https:\/\/clickup.com\/\">ClickUp<\/a>, you can turn emails into trackable tasks, link chats to tasks, get answers from AI, and more within a single workspace.<\/p>\n\n\n\n<p><strong>\ud83d\udcab Real Results:<\/strong> Teams are able to reclaim 5+ hours every week using ClickUp\u2014that&#8217;s over 250 hours annually per person\u2014by eliminating outdated knowledge management processes. Imagine what your team could create with an extra week of productivity every quarter!<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup\" class=\"cu-button cu-button--purple cu-button--improved\">Streamline business ops with ClickUp<\/a><\/div>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"33-5-freshbooks-best-for-time-tracking-expense-logging-and-invoicing\">5. FreshBooks (Best for time tracking, expense logging, and invoicing)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"746\" height=\"562\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-31.jpeg\" alt=\"FreshBooks: Make your billing process more efficient with this CRM and invoicing software\" class=\"wp-image-485208\" style=\"width:746px;height:auto\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-31.jpeg 746w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-31-300x226.jpeg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-31-700x527.jpeg 700w\" sizes=\"auto, (max-width: 746px) 100vw, 746px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.freshbooks.com\/invoice\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">FreshBooks<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>FreshBooks comes with customizable <a href=\"https:\/\/clickup.com\/blog\/crm-templates\/\">CRM templates<\/a>, tax-friendly expense categories, and a simple retainer setup. Plus, you can generate detailed client reports focusing on <strong>Revenue by Client<\/strong>, <strong>Payments Collected<\/strong>, and <strong>Retainer Summaries<\/strong> for complete visibility. <\/p>\n\n\n\n<p>Its mobile app and Chrome Timer extension ensure you capture every billable hour, whether you&#8217;re working from your desk or on the go.<\/p>\n\n\n\n<p>Beyond <span style=\"box-sizing: border-box; margin: 0px; padding: 0px;\">being just a&nbsp;<a href=\"https:\/\/clickup.com\/blog\/time-billing-software\/\" target=\"_blank\">time billing software<\/a>, FreshBooks also&nbsp;<\/span>functions as a lightweight client management system. It facilitates better collaboration with customer portals, project comments, and file sharing. <\/p>\n\n\n\n<p>The mobile app also provides real-time updates on expenses, time logs, and payments, so you\u2019re always a few taps away from understanding where your business stands.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"34-freshbooks-best-features\">FreshBooks best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Connect your bank or credit card to automatically import, categorize, and update business expenses<\/li>\n\n\n\n<li>Use automatic receipt scanning to log physical and digital receipts instantly and capture merchant details<\/li>\n\n\n\n<li>Bill clients for expenses by marking costs as billable and pulling them directly onto invoices with optional markup<\/li>\n\n\n\n<li>Track client credits and prepayments through the <strong>Credits <\/strong>feature and auto-apply them to future invoices<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"35-freshbooks-limitations\">FreshBooks limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Lacks a clear ledger-style interface, making reconciliation less intuitive for some users<\/li>\n\n\n\n<li>Some users report issues with syncing, duplicate entries, or confusion in feed management<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"36-freshbooks-pricing\">FreshBooks pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Free trial<\/li>\n\n\n\n<li><strong>Lite: <\/strong>$10.50\/month per user<\/li>\n\n\n\n<li><strong>Plus: <\/strong>$19\/month per user<\/li>\n\n\n\n<li><strong>Premium: <\/strong>$32.50\/month per user<\/li>\n\n\n\n<li><strong>Select: <\/strong>Custom pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"37-freshbooks-ratings-and-reviews\">FreshBooks ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.5\/5 (900+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.5\/5 (4,500+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"38-what-are-real-life-users-saying-about-freshbooks\">What are real-life users saying about FreshBooks?<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.capterra.in\/software\/142390\/freshbooks\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">quick snippet<\/a> about this CRM and invoicing software from a user:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>FreshBooks allocates a wide range of online accounting tools which saves time and leads to high productivity. Invoicing, billing and general ledger are some of the tools which I like most on FreshBooks.<\/em><\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\">Capterra review<\/cite><\/figcaption><\/figure><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-28bd29a4-f09a-4e07-9ed7-a1c3a2cfe96a\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udca1 <strong>Pro Tip: <\/strong>Use <a href=\"https:\/\/clickup.com\/blog\/freelancer-templates\/\">freelance templates<\/a> in ClickUp to instantly generate project proposals, invoices, and client onboarding tasks without any delays.<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"39-6-hubspot-best-for-crm-automation-quote-creation-and-revenue-reporting\">6. HubSpot (Best for CRM automation, quote creation, and revenue reporting)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"881\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-32-1400x881.jpeg\" alt=\"HubSpot: CRM tools with seamless integrations\" class=\"wp-image-485209\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-32-1400x881.jpeg 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-32-300x189.jpeg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-32-768x483.jpeg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-32-1536x967.jpeg 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-32-700x441.jpeg 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-32.jpeg 1600w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.hubspot.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">HubSpot<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>HubSpot connects invoicing with marketing and sales activities, which helps when you want billing integrated into your broader customer journey. Use it to <a href=\"https:\/\/clickup.com\/blog\/ask-for-payments\/\">ask for payment<\/a> with branded digital invoices directly through Stripe or HubSpot Payments.<\/p>\n\n\n\n<p>The automation capabilities enable you to set up workflows that send follow-up emails for overdue invoices without requiring manual intervention. Through QuickBooks integration, you can sync invoice and payment data between HubSpot and your accounting system. <\/p>\n\n\n\n<p>HubSpot also allows you to create invoices directly from deals or quotes, embed payment links, and automatically track what\u2019s been paid or what\u2019s overdue.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"40-hubspot-best-features\">HubSpot best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Track unpaid invoices and trigger reminders using automation connected to your pipeline<\/li>\n\n\n\n<li>Ask Breeze Copilot<strong> <\/strong>to summarize records, prep for calls, and research companies in seconds<\/li>\n\n\n\n<li>Create shared <a href=\"https:\/\/clickup.com\/blog\/invoice-templates-word\/\">invoice templates<\/a> powered by AI to help your team respond faster and consistently<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"41-hubspot-limitations\">HubSpot limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Interface elements like pipeline layout or design can\u2019t be tailored deeply without workarounds<\/li>\n\n\n\n<li>Lacks a dedicated in-house onboarding team; setup often requires third-party support<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"42-hubspot-pricing\">HubSpot pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Free tools<\/li>\n\n\n\n<li><strong>Starter Customer Platform: <\/strong>$15\/month per user<\/li>\n\n\n\n<li><strong>Smart CRM Professional: <\/strong>$1450\/month for 6 users<\/li>\n\n\n\n<li><strong>Smart CRM<\/strong> <strong>Enterprise: <\/strong>$4,700\/month for 8 users<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"43-hubspot-ratings-and-reviews\">HubSpot ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.4\/5 (29,000+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.5\/5 (4,000+ reviews)<\/li>\n<\/ul>\n\n\n<div style=\"border: 3px dotted #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-b7eae7d8-4a51-49aa-a61a-9528a9b5661d\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83e\udde0 Fun Fact: <\/strong>In the 1950s, the CRM concept began with<a href=\"https:\/\/learn.g2.com\/history-of-crm\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"> physical Rolodexes<\/a>. Invented in 1956 by Danish engineer Hildaur Neilsen, these rotary card files were once the ultimate symbol of a salesperson\u2019s network.<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"44-7-bitrix24-best-for-sales-tracking-and-payment-collection\">7. Bitrix24 (Best for sales tracking and payment collection)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"764\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-1420-1400x764.png\" alt=\"\" class=\"wp-image-485211\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-1420-1400x764.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-1420-300x164.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-1420-768x419.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-1420-1536x838.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-1420-700x382.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-1420.png 1600w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.bitrix24.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Bitrix24<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>Bitrix24 is designed to help teams streamline communication, project management, CRM, and operations. <\/p>\n\n\n\n<p>If you need to configure required fields, payment systems, and client types in your invoices, this tool is particularly helpful. Plus, you can create templates in different languages for customers from different countries. The invoicing system automatically handles multiple currencies, taxes, and discounts based on the client&#8217;s location.<\/p>\n\n\n\n<p>You can integrate with PayPal for payment processing and Xero for accounting synchronization. Once customers approve quotes, you can convert them into invoices with one click. <\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"45-bitrix24-best-features\">Bitrix24 best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Track sales metrics and performance through BI reports, funnel analytics, and CRM dashboards<\/li>\n\n\n\n<li>Draft offers, transcribe calls, and <a href=\"https:\/\/clickup.com\/blog\/how-to-bill-a-client\/\">bill clients<\/a> in an intuitive user interface with the AI assistant<\/li>\n\n\n\n<li>Turn any message into a lead across email, chat, phone, or social via the omnichannel contact center<\/li>\n\n\n\n<li>Manage product catalogs and taxes with built-in support for multi-currency and localized tax compliance<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"46-bitrix24-limitations\">Bitrix24 limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Only the super admin can make key setting changes, limiting workflow flexibility for general users<\/li>\n\n\n\n<li>Many basic functions, like clock-in\/out and advanced task tools, are locked behind higher-tier plans<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"47-bitrix24-pricing\">Bitrix24 pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Free<\/li>\n\n\n\n<li><strong>Standard: <\/strong>$124\/month (includes 50 users)<\/li>\n\n\n\n<li><strong>Professional: <\/strong>$249\/month (includes 100 users)<\/li>\n\n\n\n<li><strong>Enterprise: <\/strong>$499\/month (includes 250 users)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"48-bitrix24-ratings-and-reviews\">Bitrix24 ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.1\/5 (500+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.2\/5 (900+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"49-what-are-real-life-users-saying-about-bitrix24\">What are real-life users saying about Bitrix24?<\/h4>\n\n\n\n<p>This is how <a href=\"https:\/\/www.g2.com\/products\/bitrix24\/reviews\/bitrix24-review-11235804\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">one user<\/a> described their customer experience:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>Bitrix24 lies in its versatility. It significantly reduces the need for third-party apps, streamlining workflows and improving team productivity. [&#8230;] The platform has so many features that it can take a bit of time to figure out how everything works. Users may feel overwhelmed by the sheer amount of customization options, especially if they\u2019re new to project management tools.<\/em><\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\">G2 review<\/cite><\/figcaption><\/figure><\/div>\n\n\n<div style=\"border: 3px dashed #8ed1fc; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-e24b2e91-25c7-4fdd-87e1-50d345808222\">\n<p id=\"ub-styled-box-bordered-content-\">\ud83d\ude80<strong> The ClickUp Advantage: <\/strong>Ask ClickUp Brain to create tasks for each lead mentioned in a ClickUp Chat thread. It will analyze the conversation and suggest new tasks, which you can add to your workspace with a click.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"978\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-1421-1400x978.png\" alt=\"ClickUp Brain's AI assistance\" class=\"wp-image-485212\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-1421-1400x978.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-1421-300x210.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-1421-768x537.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-1421-1536x1073.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-1421-700x489.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-1421.png 1600w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>Craft detailed task descriptions and set smart priorities instantly with ClickUp Brain<\/em><\/figcaption><\/figure><\/div>\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup\" class=\"cu-button cu-button--purple cu-button--improved\">Optimize your sales funnel with ClickUp Brain<\/a><\/div>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"50-8-odoo-crm-best-for-workflow-customization-and-customer-management\">8. Odoo CRM (Best for workflow customization and customer management)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"967\" height=\"755\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-33.jpeg\" alt=\"Odoo: CRM and invoicing software to boost business growth across ecommerce platforms\" class=\"wp-image-485213\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-33.jpeg 967w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-33-300x234.jpeg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-33-768x600.jpeg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/image-33-700x547.jpeg 700w\" sizes=\"auto, (max-width: 967px) 100vw, 967px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.odoo.com\/app\/crm\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Odoo CRM<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>Odoo is a <a href=\"https:\/\/clickup.com\/blog\/crm-software-examples\/\">CRM software example<\/a> that simplifies lead management and speeds up billing with a modular setup built for flexibility. <\/p>\n\n\n\n<p>You can use it to instantly track revenue forecasts, schedule follow-ups, and automate sales activities based on pre-defined scripts. The platform automatically creates all the underlying journal entries for accounting transactions, such as customer invoices, vendor bills, and expenses.<\/p>\n\n\n\n<p>The Invoicing app is ideal for basic billing needs, or you can add the full Accounting app for comprehensive financial reports, bank reconciliation, and asset management. The system includes invoice digitization using OCR and AI technologies to automatically encode paper invoices into digital forms. <\/p>\n\n\n\n<p>Odoo works well when you need invoicing to integrate with inventory, manufacturing, or other business operations.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"51-odoo-crm-best-features\">Odoo CRM best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create personalized sales pipelines with Kanban-style views that show deal value, contact info, and stage in one place<\/li>\n\n\n\n<li>Automatically schedule next steps like calls, emails, or meetings based on your sales playbook with automation capabilities<\/li>\n\n\n\n<li>Handle subscriptions and recurring invoices seamlessly using built-in frequency settings and auto-renewals<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"52-odoo-crm-limitations\">Odoo CRM limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Complex setup for small teams; too many detailed configurations across domains can feel overwhelming and unnecessary<\/li>\n\n\n\n<li>Some user workflows aren\u2019t easily editable or flexible without developer help<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"53-odoo-crm-pricing\">Odoo CRM pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Free<\/li>\n\n\n\n<li><strong>Standard: <\/strong>$31.10\/month per user<\/li>\n\n\n\n<li><strong>Custom: <\/strong>$46.80\/month per user<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"54-odoo-crm-ratings-and-reviews\">Odoo CRM ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.1\/5 (140+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.2\/5 (1,200+ reviews)<\/li>\n<\/ul>\n\n\n<div style=\"border: 3px dotted #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-b1a3eb81-3c64-4cf1-895e-d8e74aa4b5b9\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udd0d Did You Know? <\/strong>Luca Pacioli\u2019s 1494 treatise introduced<a href=\"https:\/\/maa.org\/math-values\/2019-4-26-how-double-entry-bookkeeping-changed-the-world\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"> double-entry bookkeeping<\/a>, embedding debits and credits into invoicing. This remains the backbone of how invoices work today.<\/p>\n\n\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"55-seal-the-deal-with-clickup\">Seal the Deal With ClickUp<\/h2>\n\n\n\n<p>Choosing the right CRM and invoicing software means finding a solution that goes beyond tracking financial transactions.<\/p>\n\n\n\n<p>While each tool on this list brings something valuable to the table, ClickUp stands out as the everything app for work that connects your sales, finance, and project teams without the chaos.<\/p>\n\n\n\n<p>With ClickUp\u2019s CRM, you can customize pipelines, automate follow-ups, and manage client communication seamlessly. Pair it with the ClickUp Finance Software to track budgets, streamline recurring payments, and generate smart dashboards that give you a clear picture of cash flow and profits.<\/p>\n\n\n\n<p><a href=\"https:\/\/app.clickup.com\/signup\">Sign up for ClickUp<\/a> today!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>When you\u2019re scaling fast, the last thing you need is a customer relationship management (CRM) system that doesn\u2019t talk to your invoicing system. Disconnected tools mean slower sales cycles, scattered customer data, and billing errors that cost money and trust. This blog post explores eight CRM and invoicing software tools built to grow with your [&hellip;]<\/p>\n","protected":false},"author":117,"featured_media":485201,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"ub_ctt_via":"","cu_sticky_sidebar_cta_is_visible":true,"cu_sticky_sidebar_cta_title":"Start using ClickUp today","cu_sticky_sidebar_cta_bullet_1":"Manage all your work in one place","cu_sticky_sidebar_cta_bullet_2":"Collaborate with your team","cu_sticky_sidebar_cta_bullet_3":"Use ClickUp for FREE\u2014forever","cu_sticky_sidebar_cta_button_text":"Get 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