Manage Your Customers Without the Complexity
Looking for a simple CRM with invoicing? Invoice & CRM Manager helps small businesses manage customers, create professional quotes and invoices, and keep track of every opportunity without complicated software or monthly subscriptions.
Most small businesses don’t need an enterprise level CRM.
They simply need an easy way to keep track of customers, follow up on opportunities, create quotes and invoices, and stay organised.
The CRM & Invoice Manager brings all of those everyday tasks together in one simple Windows desktop application.
It runs on your own computer, keeps your business data private, and helps you spend less time on admin and more time looking after your customers.
What You Can Do
Manage Your Sales Pipeline
Track every opportunity from your first conversation through to a paid invoice so you always know where each customer stands.
Prioritise the Right Leads
Lead Heat automatically helps you identify which opportunities deserve your attention, while inactive leads gradually cool over time.
Never Miss a Follow-Up
See overdue follow-ups and upcoming tasks at a glance so potential customers don’t slip through the cracks.
Create Quotes & Invoices
Generate professional quotes and invoices, then track them through Draft, Quote, Invoice and Paid.
Generate Professional PDF Documents
Create polished PDF quotes and invoices ready to email or print with a single click.
Automatic VAT & Tax Calculations
Calculate VAT and tax automatically, helping reduce manual work and minimise errors.
One-Click Email Drafts
Open pre-written follow-up emails in your default email application, making it quicker to stay in touch with customers.
Work in Your Local Currency
Configure the application to use your preferred local currency, including USD, ZAR, EUR and many others.
Use Your Own Branding
Add your logo, business information, banking details and payment terms to every quote and invoice.
Keep Your Data Private
Everything stays on your own computer. No cloud storage. No third-party servers. No monthly subscriptions.
Who It’s For
- Freelancers
- Consultants
- Coaches
- Tradespeople
- Service businesses
- Small businesses
- Anyone who wants a simple CRM without ongoing subscription costs
Why Choose the CRM & Invoice Manager?
- One-time purchase
- No monthly subscriptions
- Manage leads, quotes and invoices in one place
- Built-in follow-up reminders
- Works offline after activation
- Runs on Windows 10 & 11
- Your data stays on your computer
System Requirements
Windows 10 or Windows 11.
Runs locally on your computer and works offline after activation.
Requires a default desktop email application (such as Outlook or Windows Mail) if you want to use the one-click email draft feature.
An internet connection is required for one-time product activation.
