Invoicing CRM Software

Professional Invoicing + CRM for Client Management

BillMate Invoicing CRM Software helps you create professional invoices, manage customers, track payments and expenses, and recover unpaid invoices with built-in legal tools. Designed for freelancers, consultants, contractors, and SMBs.

Your Invoicing CRM Command Center

Everything you need to send invoices, manage clients, and track payments—professionally and efficiently

Multi-Business Management

Manage unlimited businesses in one account. Keep invoicing and CRM records separated and organized per entity.

Customizable Invoices

Create, style, and send professional invoices with branding, payment terms, taxes, and automatic status tracking.

Analytics Dashboard

Monitor revenue, unpaid invoices, cash flow, and expenses. Make data-driven decisions with real-time insights.

Client CRM

Build and maintain rich client profiles with interaction history, invoice activity, and repeat business tracking.

Quick Client Add

Add clients and send invoices in seconds. Track payments with live status updates and reminders.

Unlimited PDFs

Generate and download unlimited professional PDFs for quotes, invoices, and estimates—available on all plans.

BillMate Web Dashboard

Prefer a bigger screen? Access your entire business command center from any desktop browser with our fully synced Web App.

Centralized CRM Dashboard

Manage your client relationships with a bird's-eye view. The desktop dashboard gives you more room to analyze data and manage client details.

  • Complete client database management
  • Visual revenue graphs and metrics
  • Quick-add features for businesses and clients
  • Synced instantly with your mobile app
BillMate Web CRM Dashboard

Detailed Client Profiles

Drill down into specific client details. View history, add notes, and manage billing contacts efficiently on the big screen.

  • Comprehensive client histories
  • Edit business details easily
  • View associated invoices and quotes
Client Details Interface

Desktop Invoicing Suite

Create detailed documents with our powerful web editor

Web Invoices Dashboard
Invoice Management Dashboard
Create Invoice Screen
Advanced Invoice Editor
Invoice PDF Preview
Real-time PDF Preview
Quotes Dashboard
Quotes & Estimates Overview
Create Quote Interface
Quote Creation Tool

Web Expense Tracking

Don't let receipts pile up. Upload and categorize expenses directly from your computer for easier tax preparation.

  • Bulk expense entry
  • Download expense reports as PDF
  • Visual expense breakdown charts
  • Attach digital receipts
Expense Tracking Dashboard
Expense Reporting

Invoicing CRM Software for Every Business Type

BillMate connects your invoicing and client management in one platform. Here's how different businesses use it every day.

Trades & Contractors

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.

Freelancers & Creatives

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.

Consultants & Coaches

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.

Small Businesses

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.

Multi-Business Owners

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.

Self-Employed & Sole Traders

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.

Invoicing CRM Pricing

Choose the plan that fits your business. All plans include full Invoicing CRM features.

Weekly

£3.99 / week

Perfect for trying out BillMate or short-term projects.

  • Unlimited businesses
  • Unlimited invoices
  • Client CRM
  • Expense tracking
  • Professional PDFs
  • Legal support tools
  • Cloud sync
  • Priority support
Start Weekly ISO Plan Start Weekly WebApp

Monthly

£5.99 / month

Most flexible option for growing businesses.

  • Unlimited businesses
  • Unlimited invoices
  • Client CRM
  • Expense tracking
  • Professional PDFs
  • Legal support tools
  • Cloud sync
  • Priority support
Start Monthly ISO Plan Start Monthly WebApp
BEST VALUE

Annual

£49.99 / year

Best value – save over 30% compared to monthly.

  • Unlimited businesses
  • Unlimited invoices
  • Client CRM
  • Expense tracking
  • Professional PDFs
  • Legal support tools
  • Cloud sync
  • Priority support
Start Monthly ISO Annual Start Annual WebApp

Why Choose BillMate Invoicing CRM?

Built for entrepreneurs, consultants, contractors, and SMBs who need reliable invoicing and client management

All Plans
Include Everything
Multi-Business
Support Included
Legal Tools
For Unpaid Invoices
Priority
Customer Support

Trusted by Smart Businesses

AJ

Alex Johnson

Freelance Designer

★★★★★
"Creating professional invoices used to take me hours. With BillMate, I send them out in seconds from my phone, and clients pay much faster. A total game changer."
SM

Sarah Miller

Consultant

★★★★★
"The payment tracking is brilliant. I get a notification the moment a client views the invoice, so no more 'I didn't receive it' excuses. My cash flow has never been better."
DR

David Ross

Construction Business

★★★★★
"I run three different companies and being able to switch profiles and invoice from the correct brand instantly is invaluable. The legal support feature is great peace of mind too."
EP

Emma Patel

Marketing Agency

★★★★★
"The automated reminders are my favorite feature. I don't have to have awkward conversations about money anymore; the app handles the chasing politely and effectively."
MJ

Mike Jones

Plumber

★★★★★
"Sending an invoice before I even drive away from the job site is amazing. The templates look professional and it makes my small business look like a big corporation."
LW

Lucy White

Copywriter

★★★★★
"I love that I can track expenses against my invoices to see my real profit. The dashboard gives me a perfect snapshot of my business health every morning."
TB

Tom Baker

IT Contractor

★★★★★
"The multi-currency support is flawless. I invoice clients in the UK, US, and Europe, and BillMate handles the conversions and formatting perfectly every time."
RC

Rachel Clark

Event Planner

★★★★★
"Best invoicing app on the App Store. Simple, clean, and fast. The ability to download PDF reports for my accountant saves me days of admin work at tax time."
KP

Karen Price

HR Consultant

★★★★★
"I tried four invoicing CRM tools before BillMate. This is the only one where invoicing and client management genuinely connect. I can see a client's full history alongside every invoice in seconds."
JF

James Ford

Web Developer

★★★★★
"Having invoicing and CRM in one piece of software has completely transformed how I run my business. I no longer need separate tools and everything I need is in one place."
NW

Natalie Webb

Marketing Consultant

★★★★★
"The invoicing CRM software is exactly what I needed for managing retainer clients. Every client's billing history, contact details, and invoice trail are all connected and instantly accessible."
GH

Gary Holt

Tiling Contractor

★★★★★
"I switched from two separate tools — one for invoicing, one for client records — to BillMate. Having it all in one CRM software has saved me hours every week and nothing falls through the cracks."
SH

Sophie Hughes

Strategy Consultant

★★★★★
"Most invoicing software has no real CRM. Most CRMs have no real invoicing. BillMate does both properly and the integration between them is seamless. It's the only software I've found that actually works as a true invoicing CRM."
OT

Oliver Thomas

IT Consultant

★★★★★
"The CRM side of BillMate is what sets it apart from plain invoicing software. Full client profiles, invoice histories, notes, and contact details all in one place. Exactly what a proper CRM should be."
LB

Laura Bennett

Freelance Trainer

★★★★★
"I deliver services to multiple organisations and needed software that combined invoicing with proper client management. BillMate is the only tool I've found that does both well enough to replace everything else."
CM

Charles Moore

Operations Consultant

★★★★★
"The legal support tools in the software are a genuine differentiator. I recovered a £3,200 invoice using the formal letter feature. No other invoicing CRM I've used has anything like it."
ZF

Zoe Franklin

Social Media Manager

★★★★★
"I manage retainers for six clients and BillMate's invoicing CRM software keeps everything clean. Every client has their own record, their own invoice history, and their own contact trail. Nothing gets mixed up."
PV

Paula Vincent

Change Management Consultant

★★★★★
"Long client engagements mean lots of invoices over months. BillMate's CRM keeps every invoice tied to the right client and I can see the full billing picture for any engagement in seconds."
DS

Daniel Shaw

Recruitment Consultant

★★★★★
"I switched from a clunky accounting platform to BillMate and the difference is huge. The invoicing is faster, the CRM is cleaner, and everything is connected the way it should be in proper invoicing CRM software."
FO

Fiona O'Brien

Health & Safety Consultant

★★★★★
"The expense tracking alongside invoicing is what makes BillMate genuinely useful as CRM software. I can see the real profit on every client engagement — not just what I invoiced, but what it actually cost me."
BH

Ben Halliday

Digital Transformation Consultant

★★★★★
"I advise businesses on their software stack. It would look odd if my own invoicing CRM software was messy. BillMate is clean, connected, and professional — it reflects exactly the standard I set for clients."
MK

Michelle King

Executive Coach

★★★★★
"Having client records and invoicing in the same software means I never have to switch between apps to answer a client's billing query. Everything is in one place and always up to date."
RP

Richard Park

Financial Consultant

★★★★★
"As a financial consultant my own invoicing software needs to be impeccable. BillMate's CRM and invoicing are both genuinely excellent and the PDF quality matches the professional standard I hold myself to."
AT

Anna Taylor

Brand Consultant

★★★★★
"I run two consulting brands through BillMate. The software keeps them completely separate — different CRM records, different invoicing, different everything. All from one account."
WB

Will Brooks

Risk & Compliance Consultant

★★★★★
"Compliance clients expect every piece of software they interact with to produce flawless output. BillMate's invoicing does exactly that — correct format, correct references, nothing to chase or correct."
IL

Isla Reid

Sustainability Consultant

★★★★★
"I work with charities, councils, and private firms all with different invoicing requirements. BillMate's CRM software handles all of them cleanly and I maintain a consistent professional standard across every client."
GN

Gareth Nash

Business Development Consultant

★★★★★
"The combination of invoicing, CRM, and expense tracking in one piece of software has completely replaced three separate tools I used before. BillMate is the only software I need to run my business admin."
NK

Neil Kerr

Technology Consultant

★★★★★
"I evaluate software for a living. BillMate's invoicing CRM is genuinely well built — the UX is clean, the data is connected intelligently, and it does exactly what it promises without unnecessary complexity."
CF

Claire Fox

OD Consultant

★★★★★
"Tax time used to mean reconstructing months of expenses from statements. Now everything is logged in the software as I go. Self-assessment is straightforward because the data is already there."
PW

Paul Warren

Project Management Consultant

★★★★★
"Project billing involves different rates, different phases, and different contacts. BillMate's CRM software keeps it all organised and I've never had a disputed invoice since I switched from my old system."
JM

Jane Morris

Leadership Consultant

★★★★★
"I went from emailing Word documents as invoices to using BillMate's CRM software. The difference in how quickly clients respond and pay has been significant. Professional software produces professional results."
AD

Andrew Doyle

Supply Chain Consultant

★★★★★
"I work across multiple long-term client engagements simultaneously. BillMate's CRM software means every contact, every invoice, and every project note is exactly where I need it when I need it."
TC

Tom Clarke

Sales Consultant

★★★★★
"I'm always between client meetings. BillMate's invoicing CRM software means I can send a professional invoice from my phone the second a meeting ends. Billing stays tight and cash flow stays predictable."
ZP

Zara Park

PR Consultant

★★★★★
"The software syncs between my phone and the web app perfectly. I use both daily and they're always in sync. For invoicing CRM software that works across devices it's the best I've used."
MB

Mark Burns

General Builder

★★★★★
"I didn't think I needed CRM software — I just wanted invoicing. BillMate showed me what I was missing. Having full client histories connected to invoicing has completely changed how I manage repeat customers."
HG

Helen Grant

Freelance Researcher

★★★★★
"I invoice universities and research organisations with strict procurement processes. BillMate's invoicing CRM software produces the right output every time and my invoices go through their systems without revision."
EP

Ed Price

Electrician

★★★★★
"I used spreadsheets and a separate notes app before BillMate. The invoicing CRM software replaced both and connected everything. I have a full record of every client and every invoice in one system."
LT

Lisa Trent

Executive Coach

★★★★★
"The annual plan costs less per week than a coffee for software that handles invoicing, CRM, expenses, and legal support. I genuinely cannot think of better value software for running a professional service business."

Invoicing FAQs

Can I customize the invoice design? +

Yes! You can add your logo, choose from multiple professional templates, change colors to match your brand, and customize payment terms and footer notes.

How do I know if an invoice is viewed? +

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.

Does it support VAT and tax calculations? +

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.

Can I send invoices in different currencies? +

Yes. BillMate supports multi-currency invoicing. You can select the currency for each client, and the system handles the formatting and symbols correctly.

What happens if a client doesn't pay? +

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.

Can I use this for multiple businesses? +

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.

Is my data secure and backed up? +

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.

Can I export my invoices for accounting? +

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.

Empower Your Business with Invoicing CRM

Create invoices, manage clients, track payments, and protect your cash flow