Invoicing & Smart Billing Module for Concord CRM

Bridge the Gap Between Your Deals and Your Bank Account

Are you tired of the clumsy workflow between closing a deal in Concord CRM and actually getting paid? Manually creating invoices in separate software wastes time, invites errors, and delays your cash flow. The Invoicing & Smart Billing Module for Concord CRM is the powerful, integrated solution you need to fix this broken process.

This module seamlessly embeds a complete billing system directly into your CRM dashboard. You can generate professional invoices from your deals with a single click. It empowers your sales team to manage the entire customer lifecycle, from lead to paid invoice, without ever leaving Concord CRM.

Stop juggling spreadsheets and third-party apps. Start automating your billing, accepting online payments, and gaining a crystal-clear view of your company’s financial health today.

Key Features at a Glance

• Seamless Concord CRM Integration: Manage invoices directly from deals, contacts, and company profiles within your CRM.
• One-Click Invoice Creation: Convert any ‘won’ deal into a professional invoice instantly, pulling all relevant data automatically.
• Multiple Payment Gateway Support: Accept payments quickly and securely via major gateways like Stripe and PayPal.
• Professional PDF Invoices: Generate and send beautifully branded, customizable PDF invoices to your clients automatically.
• Detailed Financial Dashboard: Get a real-time overview of your revenue, outstanding payments, and paid invoices with insightful reports.
• Automated Payment Reminders: Set up automatic email reminders for overdue invoices to reduce manual follow-up and get paid faster.
• Tax & Currency Management: Easily configure multiple tax rates and manage transactions in different currencies for global clients.

Transform Your Sales and Billing Workflow

Dive deeper into the features that make this module an indispensable tool for any business using Concord CRM. We’ve highlighted the three most impactful functionalities that will revolutionize your financial operations.

Automate Your Entire Billing Process

Imagine a world with no manual data entry for invoices. The Invoicing & Smart Billing Module makes this a reality. When you mark a deal as ‘won’ in your sales pipeline, the module can automatically generate a corresponding invoice.

It intelligently pulls the client’s information, deal value, and line items directly into a new invoice. This not only saves countless hours but also eliminates the risk of human error, ensuring your billing is always accurate. This level of automation streamlines your entire sales workflow from start to finish.

Accept Online Payments with Unmatched Ease

Waiting for checks or manual bank transfers is a thing of the past. By integrating directly with trusted payment gateways like Stripe and PayPal, this module allows your clients to pay their invoices online with a credit card or their PayPal account.

Each invoice you send includes a secure payment link, making the process effortless for your customers. This convenience drastically reduces payment friction, accelerates your cash flow, and provides a modern, professional experience that clients appreciate.

Gain Clear and Actionable Financial Insights

Knowledge is power, especially when it comes to your finances. The module includes a comprehensive financial dashboard that gives you a bird’s-eye view of your billing operations. Track total revenue, see outstanding balances, and monitor which invoices are paid or overdue at a glance.

These powerful analytics help you make informed business decisions. You can easily identify payment trends, forecast revenue more accurately, and manage your financial health proactively, all without leaving your CRM.

Who is This Invoicing Module For?

This powerful billing tool is designed to support a wide range of business models. If you use Concord CRM to manage your sales, this module is your missing piece for efficient financial management.

Perfect for Freelancers and Consultants

Stop wasting time on administrative tasks. Generate invoices for projects and billable hours instantly. Present a professional image and make it incredibly easy for clients to pay you on time.

A Must-Have for Digital Agencies

Manage multiple client accounts, project milestones, and recurring retainers with ease. Integrating your billing into your CRM means your account managers and sales team have a complete 360-degree view of every client relationship.

Ideal for Small to Medium Businesses (SMBs)

Connect your sales and accounting departments seamlessly. Reduce the administrative burden on your team, improve billing accuracy, and gain the financial oversight needed to grow your business effectively.

Why Download From Us? The Smart GPL Advantage

You’re looking for the best tools to grow your business, and that includes making smart financial decisions. Here’s why our version of the Invoicing & Smart Billing Module for Concord CRM is the right choice for you.

• Unbeatable Economic Value: Get the exact same powerful, feature-rich module at a significantly lower price point. Invest the savings back into other critical areas of your business.
• The Freedom of the GPL License: The General Public License gives you the freedom to use this software as you see fit. Use it on multiple personal or client websites without the burden of per-site license fees.
• Authentic and Unaltered Code: We provide you with the original, untouched files directly from the developer. Our code is 100% free from malware or intrusive advertising, ensuring your system’s security.
• Consistent Updates: You get access to regular updates for the module. This ensures compatibility with future versions of Concord CRM and keeps your billing system secure and running smoothly.

Frequently Asked Questions

Is this module compatible with the latest version of Concord CRM?

Absolutely. We ensure that our plugins and modules are tested and compatible with the latest stable releases of their core software. We provide regular updates to maintain this compatibility as new versions of Concord CRM are released.

Which payment gateways does the Invoicing Module support?

The module comes with built-in support for the world’s most popular payment gateways, including Stripe and PayPal. This allows you to offer flexible and secure online payment options to your clients right out of the box.

How do I receive updates for this module?

Once you complete your purchase, you gain access to your personal account dashboard. We upload new versions of the module there as soon as they are available. You can download the updated file and install it on your site to get the latest features and security patches.

Can I customize the invoice templates with my company’s branding?

Yes, you can. The module offers robust customization options, allowing you to add your company logo, adjust colors, and modify the layout of your PDF invoices. This ensures your billing documents are professional and consistent with your brand identity.

Is the file I’m downloading safe and original?

Your security is our top priority. The files we distribute are 100% original and have not been altered in any way. They are the same files the developer provides, offered under the GPL, ensuring they are clean and secure for your use.

Does this module support different currencies and tax rates?

Yes, it is designed for global business. You can easily configure and apply different tax rates (like VAT or GST) to your invoices. The module also supports transactions in multiple currencies, making it easy to bill international clients accurately.

Why is this module so much more affordable here?

We can offer this pricing because the software is licensed under the General Public License (GPL). This license allows for the redistribution of the original software. We simply charge a small fee to cover our costs for acquiring, maintaining, and providing ongoing updates for these powerful tools, passing the incredible savings on to you.