Quotes, invoices and e-signed contracts from inside the conversation
Short answer: ITC-CRM lets you create quotes, invoices, instalments and e-signed contracts from inside the customer's record, right after the conversation. Invoices carry your logo, currency and tax, overdue instalments get automatic reminders, and the customer signs the contract from their phone through a link.
The customer said yes on WhatsApp. Now comes an Excel file for the quote, a Word template for the contract and a notebook for the instalments. In ITC-CRM all of it lives in the customer's own record.
No credit card · Set up in under ten minutesWhich finance tools does the CRM include: quotes, invoices, instalments?
- Quotes and invoices with automatic numbering and your company's logo, currency and tax.
- Instalments with due dates, and automatic payment reminders.
- A service catalogue with prices, which the auto-reply also uses to know your prices.
- Reports on what has been collected and what is overdue.
How are contracts signed electronically?
Write the contract or use a template, send it to the customer as a link, and they sign it electronically from their phone; the signed copy is saved in their record.
Why keep messages, invoices and contracts in one record?
The customer's messages, quotes, invoices, contract, appointments and your team's tasks about them — all in one place, so nobody has to ask a colleague “where are we with this customer?”.
How it starts
- 1
Add your services and prices
Once, in the catalogue.
- 2
Create the quote from the customer's record
And send it to them as a link.
- 3
Turn it into an invoice and contract
And track instalments and collection.
FAQ
Can the amount be split into instalments?
Yes. In ITC-CRM you set the instalments and their due dates, and the system sends reminders for any that are overdue.
Does the e-signature need separate software?
No. ITC-CRM sends the contract as a link, and the customer signs it directly from their phone.
Do invoices show my company logo?
Yes. ITC-CRM invoices carry your logo, your company details, your currency and the tax rate you set.
Are quotes and invoices numbered automatically?
Yes. ITC-CRM numbers quotes and invoices automatically and adds your company's logo, currency and tax.
Can I see which payments are overdue?
Yes. ITC-CRM has reports on what has been collected and what is overdue.
Does the auto-reply use my service prices?
Yes. The service catalogue with prices in ITC-CRM is also what the auto-reply uses to know your prices.
Try it on your real customers
Seven full days, no credit card. And if it is not for you, your data leaves with you in one click.