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Sales, invoicing and CRM software

Follow every customer from first enquiry to paid invoice. Quotes become orders, orders become invoices, and payments update balances and your books.

Included in: Free (sales and invoicing) · Pro (CRM)

Professional invoices, paid faster

Send branded quotes and invoices in Naira or other currencies, record receipts against them and see who owes what at a glance.

A pipeline you can actually see

Track leads and deals by stage so the team knows which opportunities need attention this week.

Credit control built in

Set credit limits, review customer ageing and send statements before balances get out of hand.

Features

What you get with Sales & CRM

Manage leads, quotations, sales orders, invoices, receipts and customer balances in one place, with stock and accounting updated as you sell.

  • Leads, deals and sales pipeline
  • Quotations and sales orders
  • Invoices, receipts and credit notes
  • Customer balances, credit limits and statements
  • Price lists and discounts
  • Customer portal for invoices and payments

FAQ

Sales & CRM questions

Does invoicing update stock automatically?

Yes. When you invoice stocked items, quantities and the cost of sales are updated, so inventory and accounts agree.

Can my customers see their invoices online?

Yes. The customer portal lets customers view their invoices and statements through a secure link.

See your business clearly, starting today.

Create a free account in minutes, or talk to our team about setting Finovia up for your business.