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Small Business CRM

Customer Billing Software – Infusion CRM

View standard sales and accounting reports or setup custom reports to keep tabs on the most important financial information. Automate all of your continuity programs and setup automated campaigns for failed credit cards or other important indicators. Export all of your orders into comma delimited format for integration with accounting-specific programs.

  • Customer-Specific Billing / Accounts Receivable
    • Create and send invoices; attach them to customer’s record
    • Set up automatic credit card charges
    • Set-up and track payment plans
  • Billing Management
    • View payment history
    • Pull reports; sales totals, sales by product, income, total outstanding receivables
    • Easily re-process and manage failed credit cards
    • Download order information to your accounting system
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