BillMate Quote Management CRM helps you create professional quotes and estimates, track approvals, manage customers, and convert accepted quotes into invoices. Designed for freelancers, consultants, contractors, and SMBs.
Create quotes and estimates faster, track approvals, and convert to invoices
Everything you need to create quotes, manage approvals, and convert to invoices—professionally and efficiently
Manage unlimited businesses under one account. Keep quotes, estimates, invoices, and CRM records separated per entity.
Create branded quotes and estimates with line items, taxes, payment terms, notes, and acceptance fields.
Convert accepted quotes into invoices in one tap—carry over items, pricing, client details, and references automatically.
Maintain client profiles with full interaction history, quote activity, approvals, and revenue tracking.
Monitor quote statuses (sent, viewed, accepted) and send reminders to speed up approvals.
Generate unlimited professional PDFs for quotes, estimates, and invoices—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.
Protect your business from delayed payments. Access dedicated legal tools to recover unpaid invoices and reduce chasing.
Get Protected TodayAny business that sends quotes before doing the work benefits from a proper quote management CRM. Here's how different industries use BillMate every day.
Building quotes involve materials, labour, stages, and variations. BillMate structures every element clearly on a professional PDF, tracks whether it's been accepted, and converts to invoice in one tap when the job is signed off — no re-entering anything.
Consulting proposals that look polished convert at a higher rate. Send a detailed scope document as a quote, track whether the prospect has opened it, and convert to a retainer or milestone invoice the moment they say yes.
Plumbers, electricians, and landscapers use BillMate to quote on site, track pending quotes from the CRM, and convert to invoice the moment work is complete. Customers who receive a professional PDF quote commit faster and dispute less.
Photography packages, production briefs, and creative proposals all need to land as a polished document. BillMate quote PDFs include licensing terms, delivery notes, and deposit splits — converting to invoice in one tap when accepted.
High-value landscaping projects need detailed quotes that stand up to comparison. BillMate keeps every outstanding quote tracked in the CRM so you always know which jobs need a follow-up call and when to make it.
Freelancers who send proposals and scope documents use BillMate to track acceptance and know exactly what's pending. A clear pipeline view and one-tap conversion to invoice keeps billing tight and cash flow predictable.
Choose the plan that fits your business. All plans include full Quote Management CRM features.
Perfect for trying out BillMate or short-term projects.
Most flexible option for growing businesses.
Best value – save over 30% compared to monthly.
Built for entrepreneurs, consultants, contractors, and SMBs who need reliable quote, estimate, and invoice management
Freelance Designer
Consultant
Construction Business
Marketing Agency
Plumber
Copywriter
IT Contractor
Event Planner
Roofer
Strategy Consultant
Plumber
Marketing Consultant
Tiler
Carpenter
Event Caterer
Drainage Specialist
EV Charger Installer
Building Renovations
Social Media Manager
Architect
Conservatory Builder
Electrician
IT Consultant
Loft Conversion Specialist
Bookkeeper
Scaffolding Contractor
Executive Coach
Concrete Contractor
Interior Designer
Hard Landscaper
Change Management Consultant
Bathroom Fitter
Tiling Contractor
Business Development Consultant
Carpentry Contractor
Research Consultant
Garden Designer
Window Installer
Heating Engineer
Cleaning Contractor
Technology Consultant
Freelance Video Editor
Garden Landscaping
Flooring Contractor
Leadership Consultant
Window Installer
Insulation Contractor
Strategy Consultant
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 quotes, manage approvals, convert to invoices, and sync across devices