CRM with invoicing

Win the work. Send the invoice. Same place.

Clients, deals and invoices together in one system, with a Pay online button on every invoice and everything synced to Xero.

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Sound familiar?

Your CRM knows the deal. Your invoicing tool doesn’t.

Two systems

Sales in one tool, invoices in another, and nothing joined up.

Typing it again

The client’s details and the price, copied from one to the other.

No full picture

You can’t see what a client is worth, or what they owe, in one place.

From deal to invoice

Won it? Invoice it.

Every client record shows their deals, projects and invoices together. Invoice from the record, with their details already filled in.

  • Clients, deals and invoices in one place
  • Recurring fees drafted for you
  • What each client is worth a year
Getting paid

A Pay online button on every invoice.

Connect your own Stripe account and clients pay by card or Apple Pay straight from the invoice. The money goes to you, and Doodali takes no cut.

  • Card and Apple Pay
  • Marked paid automatically
  • Overdue invoices on your dashboard
Accounts

Synced to Xero.

Invoices and payments go to Xero automatically, and payments recorded in Xero mark invoices paid in Doodali.

  • Contacts matched in Xero
  • VAT as you set it
  • Your own invoice numbering

Questions,
answered.

Anything else, ask, a real person replies.

Do I still need accounts software?

Yes, for your books. Doodali handles clients, sales and invoicing, and syncs invoices and payments to Xero.

Does Doodali take a percentage of payments?

No. Card payments go through your own Stripe account at Stripe’s usual fees, with nothing added by Doodali.

Can I send contracts before I invoice?

Yes. Send contracts for e-signature from your templates, and invoices can wait until they’re signed.

How much does it cost?

CRM and invoicing are both included in Doodali’s £19.99 a month plus VAT, with unlimited users.

One system, from enquiry to paid.

Bring one business across and see how it feels. If it isn’t better than what you have now, nothing’s lost.

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