9 Best CRM With Invoicing Tools in 2026
A CRM with invoicing links your sales pipeline and your billing documents in one system, so a closed deal turns into a quotation or invoice without anyone retyping the customer's name, price, or payment terms into a second tool.
The term covers two different setups, though: some CRMs build invoicing straight into the deal record, others bolt on a separate app or an accounting connection like QuickBooks or Xero. This guide compares 9 of the best CRM with invoicing tools on the market, ranked by how they actually handle invoicing and what that costs.
What to look for in a CRM with invoicing
These are the features that actually matter once a CRM with invoicing is in daily use, well past the demo stage.
Native invoicing, not a bolt-on: Invoicing built into the CRM's own data model keeps a quote, an order, and an invoice linked to the same deal record. A separate connected tool works too, as long as it doesn't force you to re-enter line items by hand.
Quote-to-invoice without re-entry: Once a quote is accepted, the invoice should pull its price, quantity, and discount directly from that quote instead of starting from a blank form.
Payment gateway support: Look for direct links to processors like Stripe or PayPal so customers can pay from the invoice itself, rather than waiting for a separate payment request.
Accounting sync: If your books live in QuickBooks, Xero, or a similar platform, check whether invoice data pushes there automatically or needs manual export. This is also where billing software and accounting software start to overlap, and where it's worth knowing which job each one is actually doing.
Setup effort matched to your team: A five-person sales team and a 200-person one need very different amounts of configuration before a CRM with invoicing earns its keep, which is really the same question as what to look for in billing software built for a smaller organization.
Best CRMs with invoicing tools
The table below compares platforms that show up consistently in this category, based on how they handle invoicing rather than on price alone.
Platform | Invoicing | Starting price |
|---|---|---|
TeamsWork CRM | Native, via connected Billing app | Free trial, then per-org |
Salesforce | Add-on (CPQ) | From ~$200+/user/mo |
Zoho CRM | Native, Professional plan+ | Free (3 users), paid from $14/user/mo |
HubSpot CRM | Add-on (Commerce Hub) | Free CRM, invoicing from $15/user/mo |
Bitrix24 | Native, bundled in | Free (unlimited users), paid from $49/mo |
Pipedrive | Creates invoices in-app, sends via QuickBooks/Xero | No free plan, from $14/user/mo |
monday CRM | Native, via work platform | No free plan, from $12/seat/mo |
Freshsales | Native, needs CPQ license | Free (3 users), paid from $11/user/mo |
Flowlu | Native, on free plan too | Free (2 users), paid from $9/user/mo |
1. TeamsWork
CRM as a Service is TeamsWork's CRM for leads, opportunities, and contacts inside Microsoft Teams, and pairing it with Billing as a Service completes the invoicing side of that picture. A won Opportunity turns into a Quotation, Sales Order, and Sales Invoice automatically, referencing the same customer and deal data throughout.
Every other tool on this list either charges per seat or caps how many users a plan covers, so cost climbs with headcount. TeamsWork prices both apps per organization with unlimited users, so a 5-person sales team and a 50-person one pay the same to unlock the full setup. Both apps only pay off inside Microsoft Teams, though; a sales org running Slack, email, or a standalone CRM elsewhere won't see the same benefit.
2. Salesforce
Salesforce is the name most people already have in their head before this search even starts, and it's also the priciest entry on this list by a wide margin. Quoting and invoicing aren't part of the base CRM; they run through the CPQ add-on, and real invoicing on top of that pushes the total well past $200 per user per month once the underlying CRM license is included.
That kind of cost only makes sense for large sales organizations with a dedicated RevOps budget, not the SMEs most of this list is built for.
3. Zoho CRM
Zoho built its invoicing muscle into two sibling products, Zoho Invoice and Zoho Books, and the connection pulls quotes, invoices, and sales orders straight into the CRM record rather than bolting them on as an afterthought. For a business already living in the Zoho ecosystem, that depth is hard to match elsewhere.
None of it shows up on the free tier, though. Sign up expecting native invoicing and what you actually get is basic contact and deal management for up to three users; the real integration only unlocks on the Professional plan and above, around $23 per user per month.
4. HubSpot CRM
HubSpot runs a similar split to Zoho, just under a different name: the core CRM is free for up to two users and 1,000 contacts, but invoicing lives in a separate module called Commerce Hub. Payment links and Stripe checkout there start around $15 per user per month, and HubSpot takes a 0.75% platform fee on top of your existing Stripe rate, so the invoice itself costs more than the CRM did.
HubSpot bundles marketing automation, sales pipeline, and billing under one login, and that bundle, not the invoice screen, is the real reason to pick it. Paying for each layer adds up fast if invoicing is the only piece anyone actually needs.
5. Bitrix24
Bitrix24 takes the opposite approach from HubSpot and Zoho: invoicing isn't a separate paid module, it's folded straight into the same sprawling system as project management, chat, and a client portal. Unlimited users, even on the $0 plan, is the headline, alongside basic CRM pipelines, task management, and 5 GB of document storage.
That breadth is also the catch: one platform replacing several tools is real value for some teams, dead weight for anyone who only wants invoicing. Paid plans start at $49 a month for five users and climb to $399 for larger teams, mostly unlocking deeper automation rather than invoicing itself.
6. Pipedrive
Pipedrive lets a rep build an invoice from the same deal card they're already dragging across the pipeline, but the invoice itself is generated and sent through a connected app, QuickBooks or Xero, rather than by Pipedrive directly. That's less "native invoicing" than it first looks, and more a well-placed shortcut into an accounting tool you still need to have.
There's no free plan to test that on, either, only a 14-day trial, with paid seats running from $14 per user per month on the annual Lite plan up to $79 on Ultimate. If invoicing depth is the only thing being weighed here, without needing a pipeline-first CRM around it, Pipedrive is priced for more than most will use.
7. monday CRM
monday CRM doesn't really have its own billing engine. Invoicing and automation come from the broader monday.com work platform, so sales and billing wind up sitting on the same boards as whatever project work is already tracked there. That makes sense for a team layering CRM onto monday, and much less sense for one adopting monday purely to invoice customers.
Price-wise, there's no permanent free tier, only a trial, and every paid plan carries a 3-seat minimum: around $12 per seat per month on Basic, climbing past $28 on Pro.
8. Freshsales
Freshsales has the most fragmented pricing of the group. Quoting comes from a single CPQ license bundled into the Growth plan, around $11 per user per month, but actually generating an invoice past that point needs a second license, billed separately from the base plan and not publicly priced.
The free plan, limited to three users, doesn't help much either; even the activity dashboard sits behind a paid tier. Where Freshsales genuinely wins is for a support desk already running on Freshworks, since billing then shares a login with customer support instead of adding a new one. Anyone shopping for invoicing specifically should budget for that extra license rather than assume it's bundled in.
9. Flowlu
Flowlu sits at the opposite end of the price scale from Salesforce, and it's one of the few tools on this list where the free plan actually includes invoicing instead of gating it behind a paid tier, the way Zoho, HubSpot, and Freshsales all do. Quotation, invoicing, and payment processing come built into the same cloud CRM, even for the two users the free plan allows.
What limits that free tier is scale, not features: 1 GB of storage and 100 contacts run out fast for a growing team. Essential starts at $9 per user per month billed annually, still the cheapest paid entry point here, rising to $17 on Advanced. Flowlu moved from flat, bundle-style pricing to per-seat billing in late 2025, so it's worth checking the live plan page rather than assuming older pricing still holds.
Native invoicing vs. connected billing app
Native invoicing means the CRM itself generates the invoice, using the same database as your deals and contacts. A connected billing app is a separate application, built specifically for quoting, ordering, and invoicing, that stays linked to the CRM record instead of merging into it.
Neither approach is automatically better. A single native system can be simpler for straightforward sales that go straight from deal to invoice. A connected billing app tends to hold up better once your billing needs get more specific: multiple sales documents per deal, approval steps before invoicing, or tax rules that a generic invoice field wasn't built to handle. The difference between a quotation, a sales order, and an invoice becomes more relevant here, since a connected billing app is more likely to support all three as distinct documents instead of collapsing them into one.
How to choose a CRM with invoicing
Run through these five checks before signing up for anything.
Count your invoice volume. A handful of invoices a month rarely justifies a complex setup; that's usually a sign you haven't outgrown invoicing software or a spreadsheet yet. Dozens per week make native, quote-to-invoice automation worth the switch.
Check where your team already works. If sales conversations happen in Microsoft Teams, Slack, or another hub, a CRM and billing setup native to that hub cuts down on tab-switching.
Confirm tax and pricing flexibility. Some invoices need tax shown separately from the price, others need it included. Not every CRM's invoicing module supports both.
Test the full quote-to-invoice path. Create a sample quote, approve it, and see whether the resulting invoice pulls those line items automatically or asks you to rebuild it.
Ask about accounting sync early. If your finance team already uses QuickBooks or Xero, confirm the sync works before rolling the tool out company-wide.
Most of this ties back to the same idea running through the full quote-to-cash process: a deal, a quote, an order, and an invoice are stages of one record, not four separate documents that happen to describe the same sale.
Connecting CRM and invoicing in Microsoft Teams
If lead qualification and the lead-to-cash process already happen inside Microsoft Teams, quoting and invoicing don't have to break away to a separate app. Once an Opportunity in CRM as a Service reaches the sales stage, Billing as a Service can generate its Quotation, Sales Order, and Sales Invoice from that record directly, with both apps referencing the same customer and deal data.
FAQ
What is a CRM with invoicing?
A CRM with invoicing is a customer relationship management system that also creates and sends invoices, either natively within the same record used for deals and contacts, or through a connected billing app tied to that record.
Is native invoicing better than a separate invoicing app connected to the CRM?
It depends on the sale. Native invoicing keeps everything in one database, which suits simple, high-volume, low-complexity sales. A connected billing app, built specifically for quoting and invoicing, handles multi-step approvals, distinct sales documents, and tax variations more precisely.
Do I need a CRM if I only need to send invoices?
No. If your business doesn't track a sales pipeline, contacts, or opportunities, a dedicated invoicing tool or accounting platform is usually simpler than adopting a full CRM. A CRM with invoicing earns its cost once leads and deals are part of the picture alongside billing.
Can I add invoicing to a CRM I already use?
Often yes, either through the CRM's own add-on, a marketplace integration, or a connected billing app built for that purpose. Check whether the connection pulls quote or deal data automatically before assuming it will save you re-entry work.
Does CRM as a Service include invoicing?
No, CRM as a Service only manages leads, opportunities, and contacts. Invoicing lives in Billing as a Service, a separate app that generates the Quotation, Sales Order, and Sales Invoice from that same Opportunity record, so the two work together without manual data transfer between them.
TeamsWork is a Microsoft Partner Network member, and their expertise lies in developing Productivity Apps that harness the power of the Microsoft Teams platform and its dynamic ecosystem. Their SaaS products, including CRM as a Service, Ticketing as a Service and Checklist as a Service, are highly acclaimed by users. Users love the user-friendly interface, seamless integration with Microsoft Teams, and affordable pricing plans. They take pride in developing innovative software solutions that enhance company productivity while being affordable for any budget.
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