Estimates

Empower and streamline your business with an easy and quick invoicing facility!!

CRM Runner makes it easy to generate invoices, manage sales, collect and keep track of payments, do business accounting and calculate taxes, use comprehensive real-time reporting function to accurately measure business progress. With the Estimates/Invoices features, you can view business activity to any level, for easy follow up at any stage of any client, invoice, payment or staff.

How CRM Runner can help you manage your Estimates or Invoices?
  • The invoice can be generated by team members as well as contractors from anywhere be it office or road.
  • Create professional invoices and estimates that stand out and help your customers take your business as seriously as you do.
  • Keep track of payments and receive alerts when an invoice is overdue.
  • Print out your invoices and estimates at any time.
  • You can create and send branded estimates and invoices with professional and eye-catchy template design which is tailored as per your company’s branding in mind.
  • Choose from multiple templates to customize your invoice or estimate.
  • For your brand awareness, you can add your company brand pages in front or back of your estimate to make it more appealing to the clients or customers.
  • To streamline communication between the customer and team members, estimates and invoices can be attached to the tasks.
  • No need to worry about the invoices being misplaced or lost as it can be stored in the program for future use.
  • It allows you to accept secure payments from your customers online to get paid faster.
  • With the E-doc feature, documents or any approved estimates can be signed electronically for authentication purposes.
  • View at a glance, the amount of your open and overdue invoices and your total income.

CRM Runner makes estimates and invoice creation much easier and more streamlined. You will save time creating professional, well-designed estimates and invoices. And your customers will have an easy-to-read document that makes the work and pricing simple as well as clear.