Business challenges
Requests arrive from many channels, service teams need follow-up discipline, and invoices must be created quickly after work.
Service businesses need customer history, follow-ups, quotes, invoice records, payments, and simple reports across repeat work.
Requests arrive from many channels, service teams need follow-up discipline, and invoices must be created quickly after work.
Track customers, leads, tasks, calls, meetings, deals, and activity history for repeat service relationships.
Create quotes, invoices, payments, expenses, client records, and reports around service delivery.
Basic is the best starting point for active service businesses. Pro is recommended when roles, reports, and higher usage are needed.
Review PlansYes. CRM can track customer history, while Invoice tracks billing activity.
Happy2Invoice includes quote and proforma flows.
CRM and Invoice include permission-oriented controls for product workspaces.