BillMate is a CRM with invoicing and billing built in. Raise and send invoices, keep a full client CRM record against every one, track billing history and payments, and recover unpaid invoices with built-in legal tools. Built for freelancers, consultants, trades and small businesses across the UK.
CRM invoice software combines two jobs that most businesses run in separate tools. The CRM side holds the client record: who they are, how to contact them, what you have agreed and everything you have ever sent them. The invoicing side raises the bill, applies VAT, generates the PDF and tracks whether it has been paid. In most software stacks these two systems never speak to each other, so answering a simple question like "what has this client been billed this year" means opening two applications and cross-referencing by hand.
A proper CRM invoice system removes that step. Every invoice is attached to a client record, and every client record carries its full billing trail. You open the client, and you see the contact details, the notes, the quotes, the invoices, what is outstanding and what has been settled. That single view is what separates CRM invoicing software from a plain invoice generator with a contacts list bolted onto it.
The two terms get used interchangeably, but they are not the same thing. Invoicing software is transactional: it creates a document, sends it, and marks it paid. CRM billing software is relational: it treats billing as one part of an ongoing client relationship, alongside contact history, quotes and repeat work.
The difference matters most for anyone with recurring clients. If you invoice the same twenty customers every month, transactional invoicing software forces you to rebuild context each time. CRM billing software already knows the client, their rates, their payment terms and their history. The invoice is generated from the relationship rather than from a blank form.
It matters again when something goes wrong. When a client disputes an invoice or simply stops paying, you need the whole picture: what was quoted, what was agreed, what was sent, when they opened it, what reminders went out. A CRM with billing keeps all of that in one thread. Standalone invoicing software leaves you reconstructing it from your email archive.
Not every product marketed as CRM and invoicing software actually delivers both properly. Most fall down on one side. Full CRM platforms treat invoicing as an afterthought or push you to a paid add-on. Invoicing tools bolt on a flat contacts list and call it a CRM. The test is whether the two halves genuinely share data.
A CRM invoice system worth using should cover the following as standard:
BillMate was built as CRM invoicing software from the start rather than as an invoice tool with contacts added later. Clients are first-class records. Invoices, quotes and expenses all attach to them. Opening a client shows you the relationship and the billing position at the same time.
The multi-business model runs deeper than a logo switcher. Each business you add keeps its own client list, its own invoice numbering, its own templates and its own expense records, all under one login. Nothing crosses over between them.
On the recovery side, BillMate sends automated reminders on overdue invoices, and where those are ignored the built-in legal support tools produce formal correspondence to escalate the debt properly. That is the piece most CRM billing software leaves you to solve yourself.
It runs as a full web CRM in the browser and as an iOS app, with the two syncing instantly, so you can raise an invoice from a client site and have the CRM record updated before you have driven home.
Clean interface designed for efficient invoicing and customer management
Everything you need to send invoices, manage clients, and track payments—professionally and efficiently
Manage unlimited businesses in one account. Keep invoicing and CRM records separated and organized per entity.
Create, style, and send professional invoices with branding, payment terms, taxes, and automatic status tracking.
Monitor revenue, unpaid invoices, cash flow, and expenses. Make data-driven decisions with real-time insights.
Build and maintain rich client profiles with interaction history, invoice activity, and repeat business tracking.
Add clients and send invoices in seconds. Track payments with live status updates and reminders.
Generate and download unlimited professional PDFs for quotes, invoices, and estimates—available on all plans.
Prefer a bigger screen? Access your entire business command center from any desktop browser with our fully synced Web App.
Manage your client relationships with a bird's-eye view. The desktop dashboard gives you more room to analyze data and manage client details.
Drill down into specific client details. View history, add notes, and manage billing contacts efficiently on the big screen.
Create detailed documents with our powerful web editor
Don't let receipts pile up. Upload and categorize expenses directly from your computer for easier tax preparation.
Reduce the burden of chasing debtors. Access dedicated legal tools to recover unpaid invoices and protect your business.
Get Protected TodayBillMate connects your invoicing and client management in one platform. Here's how different businesses use it every day.
Plumbers, electricians, and builders use BillMate as their invoicing CRM to quote on site, invoice the moment a job is done, and keep a full client history per property. Parts, labour, and VAT handled automatically on every PDF.
Designers, developers, and writers use BillMate's invoicing CRM to manage retainer clients, track project milestones, and send invoices the moment a deliverable is approved — all from the same platform as their client records.
Professional service businesses use BillMate to send proposals, invoice retainers, and maintain a full CRM of every client engagement. The invoicing and CRM are genuinely connected — not bolted together as an afterthought.
Growing businesses that have outgrown spreadsheets use BillMate as their first proper invoicing CRM. Unlimited invoices, unlimited clients, expense tracking, and analytics — all the tools a small business needs without the enterprise price tag.
Business owners running multiple companies use BillMate to keep each entity completely separate — different invoicing, different CRM records, different expenses — all from a single account and a single login.
When you're the invoicing department, the CRM, and the accounts team all in one, you need software that handles all three without demanding hours of your time. BillMate's invoicing CRM is built for exactly that.
Choose the plan that fits your business. All plans include full Invoicing CRM features.
Most flexible option for growing businesses.
Best value – save over 30% compared to monthly.
Built for entrepreneurs, consultants, contractors, and SMBs who need reliable invoicing and client management
Freelance Designer
Consultant
Construction Business
Marketing Agency
Plumber
Copywriter
IT Contractor
Event Planner
HR Consultant
Web Developer
Marketing Consultant
Tiling Contractor
Strategy Consultant
IT Consultant
Freelance Trainer
Operations Consultant
Social Media Manager
Change Management Consultant
Recruitment Consultant
Health & Safety Consultant
Digital Transformation Consultant
Executive Coach
Financial Consultant
Brand Consultant
Risk & Compliance Consultant
Sustainability Consultant
Business Development Consultant
Technology Consultant
OD Consultant
Project Management Consultant
Leadership Consultant
Supply Chain Consultant
Sales Consultant
PR Consultant
General Builder
Freelance Researcher
Electrician
Executive Coach
A CRM with invoicing is a single system that combines client relationship management with billing, so every invoice you raise sits against a permanent client record. Instead of running a contacts app and a separate invoice tool, you keep contact details, quotes, notes, invoices and payment history in one place. BillMate is a CRM with invoicing built in: open any client and you see who they are and exactly what they have been billed, paid and still owe.
Invoicing software creates and sends a bill. CRM billing software treats that bill as part of an ongoing client relationship, so every invoice sits against a client record alongside their contact details, quotes, notes and full payment history. The practical difference is that a CRM with billing can answer questions about the relationship, not just the transaction.
BillMate is a genuine CRM invoice system. Clients are persistent records with their own profile, notes, contact details and complete billing trail. Invoices and quotes attach to those records rather than the other way around, so a client's history survives independently of any single invoice.
Yes. Opening any client shows every invoice raised, every quote sent, what has been paid, what is outstanding and how overdue it is, in one view. No exporting and no cross-referencing between systems.
BillMate is £9.99 a month or £79.99 a year. Both plans include the full CRM, unlimited invoices, unlimited businesses, expense tracking, legal support tools and cloud sync. There are no per-user charges and no feature tiers.
Yes! You can add your logo, choose from multiple professional templates, change colors to match your brand, and customize payment terms and footer notes.
When you send an invoice link, BillMate tracks when the client opens it. You'll receive a notification instantly, so you know they've received it.
Absolutely. You can set up custom tax rates (like VAT) and apply them to specific items or the entire invoice. The app calculates totals automatically.
Yes. BillMate supports multi-currency invoicing. You can select the currency for each client, and the system handles the formatting and symbols correctly.
BillMate sends automated reminders first. If payment is still overdue, our built-in Legal Support feature helps you escalate the issue and recover unpaid funds professionally.
Yes, BillMate is built for multi-business owners. You can create separate profiles for each business, with unique logos and invoice sequences, all under one account.
Your data is encrypted with bank-level security and stored in the cloud. It's automatically backed up, so you can access your invoices from any device safely.
Yes, you can export all your invoice data to CSV, PDF, or Excel formats, making it easy to share with your accountant or import into other software.
Create invoices, manage clients, track payments, and protect your cash flow
How real UK businesses moved to a CRM with invoicing built in
A six-person maintenance team replaced paper invoices and SMS notes with on-site digital invoicing, cutting average payment time from 21 days to 9.
A 12-person London consultancy standardised its invoice branding across every team and accelerated month-end close with unified tracking.
A Liverpool creative agency replaced a confusing mix of paper and ad-hoc PDFs with clean emailed invoices, boosting first-week payments by 32%.
A solo Leeds contractor swapped handwritten invoices and a shoebox of receipts for on-site digital invoicing and a clean self-assessment picture.