Estimates & Invoices

Easily track your team's performance and sales with well designed reports.

industry1

Generate Invoice/Estimate Instantly

A deal is not closed until the money is not in your hands. FinCRM has in-built estimate & invoice generating tool to instantly share monetary details with clients. Instant estimate/invoice generation will not give the customer a single chance to reconsider. This quick process will put the deal in your pocket in no time.

Add Multiple Items in one Estimate/Invoice

There are chances that one customer can buy more than one item/service from you. Generating a separate invoice for every product/service is not convenient as it may take time. With FinCRM, you can add multiple products and reduce the time for preparing many quotes/invoices. You can’t spare a minute’s time on repetitive work because that can give space to the customer to rethink about the deal.

industry1
industry1

Track estimate at every stage

When you are generating quotes digitally then why to keep a record of estimate’s status manually. FinCRM allows you to update the status of every estimate in just a few clicks. From pending to accepted or rejected, at whatever is your quote, update it from a single screen, without ever leaving FinCRM. It will help you to instantly prepare a better quote, if required, and grab the opportunity in a moment.

Keep a Record of Every Payment

Manual payment recording and tracking can be very painful when you are looking up for an old payment. How will it be if you can record and track all your payments from the very start on one easy-to-use platform? Yes, FinCRM has the solution to all of your problems and in effect, it will help you to store all your payments on a single window. You can look up for even the oldest payment in a matter of minutes without struggling anywhere else.

industry1
industry1

Generate Invoice/Estimate Instantly

A deal is not closed until the money is not in your hands. FinCRM has in-built estimate & invoice generating tool to instantly share monetary details with clients. Instant estimate/invoice generation will not give the customer a single chance to reconsider. This quick process will put the deal in your pocket in no time.

industry1

Add Multiple Items in one Estimate/Invoice

There are chances that one customer can buy more than one item/service from you. Generating a separate invoice for every product/service is not convenient as it may take time. With FinCRM, you can add multiple products and reduce the time for preparing many quotes/invoices. You can’t spare a minute’s time on repetitive work because that can give space to the customer to rethink about the deal.

industry1

Track estimate at every stage

When you are generating quotes digitally then why to keep a record of estimate’s status manually. FinCRM allows you to update the status of every estimate in just a few clicks. From pending to accepted or rejected, at whatever is your quote, update it from a single screen, without ever leaving FinCRM. It will help you to instantly prepare a better quote, if required, and grab the opportunity in a moment.

industry1

Keep a Record of Every Payment

Manual payment recording and tracking can be very painful when you are looking up for an old payment. How will it be if you can record and track all your payments from the very start on one easy-to-use platform? Yes, FinCRM has the solution to all of your problems and in effect, it will help you to store all your payments on a single window. You can look up for even the oldest payment in a matter of minutes without struggling anywhere else.