CRM with Invoicing — Manage Clients and Get Paid in One Tool
Stop juggling separate CRM and invoicing tools. Corcava handles the entire client lifecycle — from first contact to final payment — in one platform.
The Problem with Disconnected Tools
When your CRM and invoicing live in separate apps, you waste time, lose data, and pay more than you should.
Copy-Paste Between Apps
Manually copying client details from your CRM into invoicing software wastes hours every week.
No Project–Billing Link
Projects finish but invoices lag behind because there's no connection between delivery and billing.
Manual Time Entry
Re-entering tracked hours into a separate invoice tool introduces errors and delays payment.
3+ Subscriptions
Paying for a CRM, invoicing tool, and time tracker adds up fast — especially per-user pricing.
One Platform, Complete Client Lifecycle
From lead capture to getting paid — every step happens in Corcava.
Capture Lead
CRM captures contacts from web forms, email, or manual entry — no lead slips through the cracks.
Manage in CRM
Track deals, log communications, and move prospects through your pipeline stages.
Create Project
When the deal closes, create the client and project from the same contact record — scope and client details carry over without re-typing into another app.
Track Time
Built-in timer with optional screenshots and per-task tracking — no separate time-tracking app needed.
Send Invoice
Auto-populate invoices from tracked time and project deliverables. One click to send.
Get Paid
Accept online payments including crypto. Track payment status and send automatic reminders.
Worked example: Northwind redesign, contact to paid invoice
A 5-person dev shop wins a website redesign for Northwind Trading. One CRM contact becomes the billing record for the whole engagement.
Contact
Sarah Chen added to CRM from referral; linked to client “Northwind Trading”
Project
Project “Northwind redesign” at $95/hr; tasks on the delivery board
Time
47 billable hours tracked in March across design and dev tasks
Invoice
Generate invoice from uninvoiced time; line items pull hours and rates automatically
Payment
Sarah pays via Stripe link; invoice status updates on the same client record
For the sales-to-delivery handoff before billing, see CRM and project management. For the full agency stack, see agency management.
What moves on its own vs what you click once
Corcava connects CRM and invoicing through shared client and project records — not through brittle integrations.
| Data | Automatic | You do once |
|---|---|---|
| Client name & contact | Available on every invoice for that client | Create contact → link to client record |
| Billable hours | Roll into invoice line items when you generate | Track time on the project; pick date range on invoice |
| Rates | Bill rate from project/time settings applied to lines | Set rate on project or user |
| Uninvoiced time | Surfaces in reports and invoice builder | Review uninvoiced report before billing |
| Payment status | Updates when client pays online | Send invoice (email or client portal) |
Model margin before you quote: project profitability calculator →
Stop Paying for 3 Tools
See how much you save by consolidating your stack into Corcava.
Separate Tools
- HubSpot CRM$50+/mo
- FreshBooks$17+/mo
- Harvest$11/user/mo
Corcava
- CRM + Invoicing + Time Tracking
- Project Management + Client Portal
- Crypto Payments + Reporting
Save over $800/year per user. Calculate your savings →
Invoicing is one step in the agency profitability lifecycle.See the complete guide from pricing to payment →
Frequently Asked Questions
Does HubSpot have invoicing?
No, HubSpot doesn't offer native invoicing. You'd need a separate tool like FreshBooks or QuickBooks and an integration to connect client data. Corcava includes full invoicing built into the CRM — no add-ons or third-party integrations required.
What CRM includes billing?
Corcava includes full invoicing and billing as part of its CRM. You can create invoices from tracked time, send them to clients, accept online payments (including crypto), and track payment status — all without leaving the platform.
Can I send invoices directly from my CRM?
Yes. With Corcava, invoices are generated directly from your CRM data — client details, project hours, and deliverables auto-populate. Send professional invoices in one click without switching tools.
Does Corcava support recurring invoices?
Yes. Set up recurring invoices for retainer clients or subscription-based services. Corcava automatically generates and sends them on your schedule, so you never miss a billing cycle.
Stop Calculating — Start Billing
Get the CRM, project management, time tracking, and invoicing your team needs — all in one platform.
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