From first message to paid invoice,
all in one dashboard
Stop separating your sales chats from your payment systems. Close deals and secure revenue on a single screen.
No credit card required
Close deals without changing tabs
crm.software bridges the gap between customer communication and your bank account by letting your team chat, quote, invoice, and collect payment from one workspace.
Accelerated cash flow
Convert open conversations into paid orders instantly from the dashboard.
Integrated payments
Send secure payment links directly inside your customer message timelines.
Zero billing admin
Track client histories, active balances, and incoming revenue automatically.
One screen, full revenue context
Quote, chat, invoice, and collect payment without splitting the sales process across separate tools.
Bridge sales conversations and payments
Omnichannel Messaging
Keep Email, SMS, WhatsApp, quotes, balances, and incoming revenue connected so your team can move from conversation to cash without friction.
Professional Email
Full synchronization for your team.
Two-way SMS
Direct notifications that get seen.
WhatsApp Business
Instant, high-conversion chat.
Alex Thompson
Active now
Hi, I'm interested in the Scale plan for my team of 15.
Great! I've sent a quote to your email. Would you like to chat on WhatsApp?
WhatsAppverifiedYes please, this is much easier. The quote looks perfect!
Shared Timeline
Every call, message, and payment is automatically logged in a single vertical audit trail for total team transparency.
Accelerated cash flow
Turn active customer conversations into quotes, paid orders, and secured revenue from the same dashboard.
Integrated payments
Send secure payment links inside customer timelines so the path from interest to payment stays fast and visible.
See how it works
Chat
Chat with prospects through Email, SMS, or WhatsApp without separating the conversation from the sale.
Quote
Send a professional quote from the same workspace while the customer conversation is still active.
Collect
Collect payment, track balances, and monitor incoming revenue automatically without chasing unpaid invoices manually.
Transparent pricing for scaling teams
No hidden fees. No complex contracts. Cancel anytime.
Growth
- check_circle 50,000 Leads
- check_circle 10,000 Emails
- check_circle 100 SMS Messages
- check_circle 1,000 WhatsApp
Scale
- check_circle 100,000 Leads
- check_circle 20,000 Emails
- check_circle 200 SMS Messages
- check_circle 2,000 WhatsApp
Ultimate
- check_circle Unlimited Leads
- check_circle 50,000 Emails
- check_circle 500 SMS Messages
- check_circle 5,000 WhatsApp
Faster cash collection
Integrated payment flow
Less billing admin
Ready to stop chasing unpaid invoices?
Stop chasing unpaid invoices. See how crm.software moves your team from first message to paid invoice in one dashboard.
14-day free trial. No credit card required.