CRM + quotes + invoices in one place

CRM With Invoicing Alternative To Zoho Books + CRM that helps you see your pipeline clearly

To succeed with CRM with invoicing alternative to Zoho Books + CRM, your team needs fast routing, clear next steps, and a pipeline that stays accurate. Replace scattered spreadsheets with a single system for lead capture, follow-ups, and clear pipeline ownership. Generate quotations and invoices right from the deal timeline.

Easy to use Quotations + invoices
Get Started Free See Pricing

Trusted by fast-growing teams

4.9/5
Based on 500+ reviews
Revenue
+24%
Tasks Done
12/15
Deals5
Value$12k
Win %45%

Why teams search for “CRM with invoicing alternative to Zoho Books + CRM”

When people look for CRM with invoicing alternative to Zoho Books + CRM, they usually want one place to capture enquiries, assign ownership, and follow up on time. A good CRM keeps the timeline, tasks, and deal stages visible so nothing slips through.

Generate quotes and invoices from deals
Send invoice reminders without switching tools
Measure pipeline health and conversion by stage
Track deals across pipeline stages with clear ownership
Explore features See use cases View pricing

Results you should expect with CRM with invoicing alternative to Zoho Books + CRM

Designed for speed and consistency with CRM with invoicing alternative to Zoho Books + CRM: fewer missed follow-ups, cleaner pipelines, and better visibility for managers.

See it in action
“Field visits are hard to verify, and outcomes aren’t logged.”
— Sales team lead
“We respond late, and prospects go with whoever answers first.”
— Sales team lead
“We lose leads because nobody knows who is supposed to call back.”
— Sales team lead
“Managers can’t coach because there’s no visibility into daily activity.”
— Sales team lead
Turn every enquiry into a tracked process

With CRM with invoicing alternative to Zoho Books + CRM, your team gets clarity on who owns what, what happens next, and which deals need attention today.

Better visibility

Dashboards reflect real activity so managers can coach and forecast confidently.

Less manual work

Capture data once, reuse it everywhere, and stop copy-pasting between tools.

Faster follow-ups

Automated reminders and notifications help reps respond quickly and stay consistent.

Faster billing

Move from quote to invoice without breaking the sales workflow.

Why CRM with invoicing alternative to Zoho Books + CRM matters for growth

If your process depends on memory, WhatsApp threads, or scattered sheets, CRM with invoicing alternative to Zoho Books + CRM becomes a daily bottleneck. The right CRM turns every enquiry into a repeatable workflow with ownership, timelines, and reporting.

Mobile-first access

Update deals, log calls, and capture notes from anywhere—especially useful for teams on the move.

Centralized data

Keep every contact, note, and activity in one shared timeline so context doesn’t get lost.

Automation that sticks

Use rules for assignment, reminders, and workflows so follow-ups happen even on busy days.

Features built for CRM with invoicing alternative to Zoho Books + CRM

A complete set of CRM capabilities for CRM with invoicing alternative to Zoho Books + CRM focused on speed, ownership, and daily adoption.

Lead capture & profiles

  • Unified customer timeline and context
  • Tags, owners, and custom fields
  • Import from CSV and connect sources

Pipeline & follow-ups

  • Custom stages and deal health
  • Next-step tasks and due dates
  • Activity-driven updates and reminders

Automation & assignment

  • Auto-assign leads by rules
  • Follow-up sequences and nudges
  • Triggers for tasks and notifications

Quotations & invoicing

  • Create quotes from deals
  • Generate invoices and receipts
  • Automate reminders and due follow-ups

Reporting that’s usable

  • Pipeline dashboards by stage
  • Conversion and response time metrics
  • Performance insights by rep/team

Email & calendar sync

  • Email templates and snippets
  • Calendar integration for meetings
  • Track replies and follow-ups
Try it free

A simple 4-step workflow

A repeatable workflow for CRM with invoicing alternative to Zoho Books + CRM that scales from 2 users to 50+.

1

Capture

Bring leads from calls, forms, ads, or imports into one place with source tracking.

2

Assign

Route leads to the right rep automatically and notify them instantly.

3

Follow up

Use tasks, reminders, and sequences so every lead gets timely next steps.

4

Quote → invoice

Generate quotations and invoices from deals and keep billing tied to the timeline.

Privacy-first CRM operations

Your CRM should help teams move fast without compromising data safety. ZniCRM focuses on access control, accountability, and operational visibility.

  • Secure account practices for team members
  • Controlled visibility for sensitive fields
  • Export options and clear data organization
  • Role-based access for teams and managers

Clear ownership

Know who created, updated, and moved a deal or ticket.

Safer collaboration

Share context internally without sharing the raw file everywhere.

Fewer data leaks

Reduce forwarding spreadsheets and screenshots by working in one system.

Compliance ready

Activity logs and structure make reviews easier when needed.

Built for your workflow

Examples of how teams apply CRM with invoicing alternative to Zoho Books + CRM in real operations.

For Sales Teams

Stop wasting time on data entry. Focus on calls, follow-ups, and closing.

Never miss reminders
Tasks and nudges keep deals moving even on busy days.
Quote → invoice
Generate quotations and invoices without leaving the CRM timeline.
Auto-assign new leads
Route enquiries instantly so response time stays low.
Standardize follow-ups
Every rep sees the same process and the next step is always clear.

For SMBs & Founders

Simple enough to start today, powerful enough to scale.

  • Start fast with a clean pipeline and simple fields
  • Reduce manual entry with templates and imports
  • See today’s follow-ups without complex dashboards

For Customer Success

Make renewals and support predictable with reminders and context.

  • Reduce back-and-forth with shared timelines
  • Automate renewal and check-in reminders
  • Spot risks early with simple health signals

Integrations your team already uses

Connect the tools you already use to reduce manual work.

View all integrations
Gmail
Outlook
Slack
Calendar
Zapier
Sheets
Forms
API

Pricing for CRM with invoicing alternative to Zoho Books + CRM

Choose a plan that matches your team size and ROI goals. Start small, then scale with confidence—no hidden implementation fees.

Free Trial
Monthly/Yearly Options
Volume Discounts

Find your perfect plan

Compare features and calculate your cost in seconds.

View Pricing & Plans Start Free Trial

Why teams choose ZniCRM for CRM with invoicing alternative to Zoho Books + CRM

A quick comparison to help you evaluate fit.

Feature Spreadsheets Legacy CRM ZniCRM
Follow-up Consistency Manual Complex setup Automated
Pipeline Accuracy Fragile/Broken Often Stale Activity Driven
Adoption Speed High Months Days

Related pages

More CRM pages you might find useful.

All In One CRM Vs Separate Invoicing Software

Explore all in one CRM vs separate invoicing software with ZniCRM.

AC Repair CRM With Visit Verification And Invoicing

Explore AC repair CRM with visit verification and invoicing with ZniCRM.

All In One CRM With Invoicing And Employee Tracking

Explore all in one CRM with invoicing and employee tracking with ZniCRM.

Best CRM Features For Small Business Invoicing

Explore best CRM features for small business invoicing with ZniCRM.

Best CRM Like Zoho But Cheaper India

Explore best CRM like Zoho but cheaper India with ZniCRM.

Cleaning Service CRM With Scheduling And Invoices

Explore cleaning service CRM with scheduling and invoices with ZniCRM.

CRM Cost In India Per User Vs Flat Pricing

Explore CRM cost in India per user vs flat pricing with ZniCRM.

CRM Invoice Reminders For Customers

Explore CRM invoice reminders for customers with ZniCRM.

Common questions on CRM with invoicing alternative to Zoho Books + CRM

Still evaluating? These answers help you compare options.

Contact Support

Yes—if you need fast lead capture, clear ownership, and consistent follow-ups. You can start small, then add workflows and reporting as your process matures.

Yes. You can keep billing tied to deals so quotes, invoices, and reminders follow the same timeline as your sales process.

Yes. CSV imports are supported so you can move from spreadsheets without losing ownership, tags, or timeline context.

Prioritize daily adoption, fast follow-ups, simple reporting, and the integrations you already use. A CRM only helps if your team keeps it updated.

Make your pipeline predictable

Start with a demo or try it for CRM with invoicing alternative to Zoho Books + CRM—then scale processes with automation and reporting.

Start Free Trial Contact Sales
No credit card required for trial