What is a CRM with invoicing?
A CRM with invoicing combines customer management and billing into one connected system. Sales teams track leads and deals, while finance teams generate invoices using the same customer and deal data.
When a deal moves forward, invoice details are already available. Customer names, pricing, taxes, and payment terms stay consistent across systems. This eliminates rework and reduces delays between closing a deal and sending an invoice.
For small businesses, this setup creates clarity. Everyone works from the same information, and revenue activity is easy to track from first contact to final payment.
Why small businesses need a CRM with invoicing
Small businesses face unique constraints around time, staffing, and cash flow. A CRM with invoicing helps address these challenges in practical ways.
Reduces manual data entry between sales and accounting tools
Speeds up invoice creation after a deal is closed
Improves cash flow by minimizing billing delays
Gives sales teams visibility into payment status
Helps owners track revenue without complex reports
These benefits compound quickly as deal volume grows.
Bigin acts as an ideal CRM with invoicing for small businesses!
Bigin by Zoho CRM is built for small businesses that want structure without complexity. It focuses on core sales workflows while integrating smoothly with invoicing, accounting, and inventory tools.
Bigin becomes the central system for customer and deal data, while specialized tools handle invoicing and payments. This keeps the CRM simple and scalable.
Lead and deal management in Bigin
Bigin captures leads, contacts, and companies in a clean pipeline view. Every deal stores key details such as deal value, expected close date, and owner.
This information becomes the foundation for invoicing. When a deal is finalized, billing data is already accurate and complete.
Invoicing and accounting integrations
Bigin integrates with leading invoicing and accounting platforms used by small businesses.
Zoho Books syncs customers and deals from Bigin, enabling invoice creation, tax handling, and payment tracking. Payment status is visible for better coordination.
Zoho Invoice supports fast invoice creation for service-based businesses. Deal details flow directly from Bigin, reducing setup time.
QuickBooks integration allows businesses to continue using their existing accounting system while syncing customer and deal data from Bigin.
Centralized customer and billing-ready data
Bigin stores contacts, companies, and deals in one place. Each deal includes value, expected close date, and owner, along with custom fields for billing terms, taxes, or payment frequency.
This structure ensures invoicing tools receive accurate data. Small businesses avoid mismatched customer names, incorrect amounts, and missing billing details.
Payment links for faster collections
Bigin integrates with popular payment gateways like PayPal, Stripe, Paytm, and more. Once an invoice is sent, you can share a secure payment link to collect payments online and track when the payment is completed.
Reporting that connects sales and revenue
Bigin provides deal-level reporting that aligns with invoicing outcomes. Owners can compare closed deals with billed and collected revenue.
This clarity helps small businesses forecast income and spot bottlenecks in the sales-to-payment process.
Bring Sales and Invoicing Together Without Complexity
A CRM with invoicing helps small businesses close deals faster and collect payments with fewer delays. By keeping customer data, deals, invoices, and payment status connected, teams avoid manual work and stay aligned.
With Bigin at the center and seamless integrations for invoicing, accounting, inventory, and payments, small businesses get a clear, reliable sales-to-payment journey that scales as they grow.