Why Choose a CRM invoicing Software? - Kapture CRM

For small and large businesses alike, accurate invoicing is a critical step towards getting paid. As it’s the penultimate step before completing a purchase, this means that you are missing one substantial step before purchasing every purchase. A CRM invoicing Software helps you overcome limitations of traditional CRM system, guiding you towards a more-poignant sales process.

Automate Professional Invoice Creation

As mentioned small and large businesses needs to have professional invoicing, especially small businesses. An invoice informs the recipient about professionalism and accurate knowledge about each aspect of current invoicing.

In normal process, an in-depth invoice requires collaboration between multiple departments and activities. When the invoicing carries low-reception rates, this could turn-out to be large volume of wasted work.

CRM software connect, collaborates between different organizational parts, creating a totally integrated invoice flow. This allows you raise custom invoices to a large number of customers, affording flexibility and customer drop-off ratio towards better sales figures.

Manage Multiple Templates

Ever been in a situation, where your default template couldn’t possibly attract your core buyer. You could also feel changing customer preferences and the need to implement more flexible templates. This ends-up with your customer facing template saturation. With a set of inbuilt selected templates, you can overcome the template-saturation issues.

No Export or Import

CRM invoicing normally doesn’t involve any importing. You also need not import any data. It’s also free from contacting different departments to create a comprehensive invoice. It’s because all services are provided based-on an integrated CRM system. All services rendered to a customer, goes specifically entered into a CRM system. This allows you to instantly create complete invoices adding all activities. This protocol also simplifies managing customer accounts.

Faster Invoice Management

For maximum response, your invoice needs to be received within an optimal time-window for every customer. The concerned time-limit is based upon decision making time and processing time for each invoice. CRM integration adds a significant faction of speed to your order processing, that affect your sales cycles and increases efficiency.

Manage Variable Pricing Package

For every business, you are constantly facing clients requesting order-oriented cost renewal. When customer may request changes depending on current order, conventionally multiple persons needs to be notified and approved about the changes. Your regular and loyal customers may also demand a differentiated pricing rate than your regular customer. Under this situation, a CRM gives you the option to add varying discount % to every order or customer. You can also release invoices considering allocated discounts for every client.

Receive and Collect Payments

Kapture CRM invoices embed a safe link for your customers to visit an integrated payment gateway and complete payments. This makes your payment collection an easy and straightforward way. Your collected payments also get streamlined to a single interface and sends E-mail/SMS intimations to a concerned number.