Small Business Invoice CRM

Invoicing, Quotes & Client Management for SMBs

BillMate helps small businesses create professional invoices and quotes, manage clients, track payments and expenses, and recover unpaid invoices with built-in legal tools. Available on iOS and online CRM.

Why Choose BillMate?

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

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

Your Small Business Command Center

Everything you need to send invoices and quotes, 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 & Quotes

Create branded invoices and quotes with line items, taxes, payment terms, notes, and acceptance fields.

Quote-to-Invoice

Convert accepted quotes to invoices in one tap—carry over items, pricing, client details, and references automatically.

Client CRM

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

Analytics Dashboard

Track revenue, unpaid invoices, cash flow, and expenses with real-time insights for smarter decisions.

Unlimited PDFs

Generate 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

The Invoice CRM for Every Small Business

Whether you're a sole trader just starting out or a small business with a growing client base, BillMate keeps your invoicing, quotes, and client records connected and professional.

Trade Businesses

Plumbers, electricians, builders, and landscapers use BillMate to invoice on site, track materials costs, manage recurring clients, and keep clean records for self-assessment — all from a single app.

Freelancers & Creatives

Designers, developers, photographers, and writers use BillMate's small business CRM to manage retainer clients, convert proposals to invoices, and track expenses against every project to see their real profit.

Consultants & Coaches

Small consultancies and independent coaches use BillMate to send professional proposals, invoice milestone payments, and maintain a full CRM of every client engagement from first contact to final invoice.

Service Businesses

Cleaning companies, property maintenance businesses, and gardening services use BillMate to manage recurring clients, invoice immediately after every job, and keep records clean for year-end accounts.

Growing Businesses

Small businesses expanding into a second trading name or service line use BillMate's unlimited business profiles to keep each entity completely separate — different clients, different invoicing, one login.

Sole Traders Starting Out

BillMate makes a new sole trader look established from day one. Professional invoices, a proper client CRM, and expense tracking — all the tools of a larger business at a fraction of the cost.

Invoice CRM Pricing

Choose the plan that fits your business. All plans include full Invoice 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

Loved by Small Businesses

Real feedback from users who run and grow their business with BillMate

★★★★★
Fast invoicing, easy quotes

Perfect for my small plumbing business—super quick to send quotes and convert to invoices.

Sarah P. • Plumbing Services
★★★★★
Keeps clients organized

The CRM keeps customer records tidy and payments on track. Exactly what we needed.

Mark D. • IT Consultancy
★★★★★
Quote-to-invoice saves time

Converting quotes to invoices in one tap saves hours every week. Love the PDFs.

Alisha R. • Design Studio
★★★★★
Legal tools are a lifesaver

The legal support helped recover an overdue invoice—huge relief for our cash flow.

Tom B. • Contracting
★★★★★
Great iOS app + online CRM

Love the iOS app on the go, and the online CRM for the office—sync is seamless.

Jenny K. • Photography
★★★★★
Best invoicing app for sole traders

I run a one-man landscaping company and BillMate handles all my invoicing effortlessly. Clients love the professional PDFs.

Dan W. • Landscaping
★★★★★
No more chasing unpaid invoices

The payment tracking and reminders mean I spend less time chasing and more time working. Game changer for my small business.

Rachel F. • Virtual Assistant
★★★★★
Replaced my spreadsheets completely

Used to track invoices in Excel—BillMate replaced that entirely. Everything is in one place and I can invoice on my phone in seconds.

Chris M. • Electrical
★★★★★
Professional invoices in under a minute

My clients always comment on how professional my invoices look. Takes me less than a minute to send one after a job.

Priya N. • Interior Design
★★★★★
Expense tracking is spot on

I track all my business expenses through BillMate too. Makes tax time so much easier when everything's logged in one app.

Gary T. • Tiling & Flooring
★★★★★
Brilliant for freelancers

As a freelance copywriter I need quick, clean invoices. BillMate nails it—love the quote builder too for quoting new projects.

Sophie L. • Freelance Copywriting
★★★★★
Multi-business support is excellent

I run two separate companies and BillMate keeps everything completely separate. Switching between businesses takes one tap.

Neil H. • Property Services
★★★★★
Finally a CRM made for small business

Most CRM tools are too complex. BillMate is exactly the right size for my small business—client records, invoicing, and quotes all connected.

Lisa C. • Beauty Salon
★★★★★
Recovered a £1,400 overdue invoice

The legal support tools helped me formally chase a client who had ignored four reminders. Got paid within two weeks. Worth every penny.

James O. • Building & Renovation
★★★★★
Quotes look as good as the invoices

My win rate on quotes has improved since switching. Clients take the quotes more seriously when they look this professional.

Amy G. • Events & Catering
★★★★★
Syncs perfectly between phone and browser

I invoice on my phone on site and review everything on the web dashboard in the evening. The sync is instant and reliable.

Paul R. • Heating Engineer
★★★★★
Saves me hours every month

Between invoicing, quoting, and tracking what's been paid, I used to lose half a day each week on admin. Not any more.

Natalie B. • Accountancy & Bookkeeping
★★★★★
Cash flow is so much clearer now

The dashboard shows exactly what's paid, what's outstanding, and what's overdue. I can see my cash flow position at a glance every morning.

Mike S. • Carpentry
★★★★★
Perfect for a growing small business

Started with just a handful of clients. Now I have 80+ and BillMate handles them all without feeling cluttered or slow.

Zoe A. • Social Media Management
★★★★★
My clients pay faster

Since sending polished PDF invoices through BillMate my average payment time has dropped. I think professional presentation just gets results.

Lee P. • Painting & Decorating
★★★★★
Client records save so much back-and-forth

Having full client histories means I never have to ask a customer to repeat their details. Everything's already saved and ready to go.

Fiona M. • Dog Grooming
★★★★★
Invoice app that actually makes sense

I tried three other apps before BillMate. They were either too basic or way too complicated. This one hits the sweet spot perfectly.

Rob K. • General Builder
★★★★★
Annual plan is superb value

Paid for the annual plan and it works out at less than a pound a week for fully professional invoicing software. Honestly ridiculous value.

Diane H. • Cleaning Services
★★★★★
The PDF invoices impress every client

Every single new client has commented on how professional my invoices look. It makes a huge difference to how they perceive my business.

Connor J. • IT Support
★★★★★
Brilliant for service businesses

I run a childminding business and BillMate makes it easy to invoice parents, track what's been paid, and keep records organised.

Becky T. • Childcare
★★★★★
Perfect for contractors

As a self-employed contractor I move between clients constantly. BillMate keeps all my invoicing and client notes in order wherever I am.

Stuart V. • Civil Engineering
★★★★★
No accounting background needed

I was worried invoicing software would be complicated. BillMate is the opposite—completely straightforward and I was up and running in minutes.

Hannah W. • Tutoring
★★★★★
Unlimited invoices is a big deal

Other apps limit how many invoices you can send. BillMate doesn't. For a busy business that matters a lot.

Ian D. • Roofing
★★★★★
Makes running two businesses manageable

I have a day job and a small side business. BillMate keeps the side business completely professional without taking up loads of my time.

Claire N. • Jewellery Maker
★★★★★
Quote acceptance built right in

Customers can accept quotes directly, and then I convert to invoice in one tap. The whole workflow from quote to payment is really smooth.

Wayne F. • Window & Door Installation
★★★★★
Outstanding customer support

Had a question about the multi-business setup and got a helpful reply very quickly. It's rare to get that kind of support from an app this affordable.

Tanya S. • Nutritionist
★★★★★
Sends invoices from the job site

I invoice the moment a job is done, right from my van. By the time I get home the client has already seen it. Payment comes much quicker.

Owen C. • Drainage & Groundworks
★★★★★
Worth it for the PDF quality alone

The invoice PDFs look genuinely premium. I used to apologise for my invoices—now I'm proud of them. Completely transformed how I present my business.

Mel A. • Wedding Planning
★★★★★
Real-time business performance insight

The analytics dashboard shows me exactly how my business is performing—revenue, expenses, outstanding payments. I check it every morning with my coffee.

Pete O. • Pest Control
★★★★★
The all-in-one tool I was looking for

Invoices, quotes, client records, expenses, and legal recovery tools—all in one app. I don't need anything else to run my small business admin.

Karen L. • HR Consulting
Read More Reviews

Small Business FAQs

Answers to common questions about invoicing, quotes, and client CRM

An Invoice CRM combines invoicing and quoting with client management, payment tracking, and expense control in one system.

Yes. Manage unlimited businesses with separated invoicing and CRM records per entity.

Yes. Accepted quotes convert to invoices in one tap—line items, pricing, taxes, and client details carry over automatically.

Use status tracking, reminders, analytics, and legal tools to reduce overdue invoices and recover payments.

Yes. Sign up to the online CRM and manage your invoicing from the web: signup.html.

Weekly: £3.99/week, Monthly: £5.99/month, Annual: £49.99/year (best value). All plans include invoices, quotes, client CRM, expense tracking, professional PDFs, legal tools, cloud sync, and priority support.

Weekly: £3.99
Monthly: £5.99
Annual: £49.99 BEST VALUE

Get Started with BillMate

Download the iOS app for on-the-go invoicing or sign up to the online CRM to manage your business from the web