From the first enquiry to the paid invoice - in one place.
Keep every customer, lead and deal in one record and see what your pipeline is worth. Send proposals your customers accept online and invoices that remind people to pay. Expenses, stock, projects and support come along, so nothing lives in a second tool.
One path from enquiry to payment, without switching tools
A visitor fills in the form on your website and the lead is in your CRM, with its source and the next step. Convert it, and the customer, the contact and the deal are there in one go.
- Proposals from your catalogue. Pick products and services by name or SKU, add optional items, and your own text blocks fill the rest.
- Accepted online. Your customer opens the proposal from a link, downloads the PDF and accepts it right on the page.
- Invoice in the same minute. An accepted proposal can become an invoice automatically, with your numbering and your PDF design.
- Paid and matched. Your customer pays online from the invoice, bank statements find their invoices, and reminders take care of the late ones.
The dashboard shows what needs your attention today: overdue invoices, open proposals and the deals worth a call.
What CRM Business Hub does for your business
Sales, invoicing and the work behind them, in one shared record.
Proposals, invoices, contracts, deals and tickets sit on the customer's page. A statement of account is one click away.
Web forms bring leads in, scoring shows which deserve a call. Deals move through your own pipelines with a weighted forecast.
Your customer opens the proposal from a link and accepts it on any device. The invoice can follow the moment they do.
One-off, recurring or pro forma, in four PDF designs and your brand. Customers pay online, bank import matches the transfers, reminders chase the rest.
AI reads photographed receipts and supplier bills for you. Track stock across warehouses, order from suppliers, book goods receipts.
Run projects with tasks and a timer, then invoice the hours in one step. Support tickets come with SLAs and AI reply suggestions.
See CRM Business Hub in action
Pricing Plans
Choose the right plan for your needs. All plans include free updates.
| CRM Business Hub | Core €29.90 /mo · per workspace Start Free Trial | Recommended Business €49.90 /mo · per workspace Start Free Trial | Enterprise €99.90 /mo · per workspace Start Free Trial |
|---|---|---|---|
| Customers & contacts Every customer, contact and tag in one place. | |||
| Products & price lists Your catalogue with units and customer price lists. | |||
| Proposals Send proposals your customers can accept online. | |||
| Invoices, recurring invoices, pro forma Bill once or on a schedule — pro forma included. | |||
| Credit notes Correct an invoice without breaking your numbering. | |||
| Payments, receipts & reminders Record payments, send receipts, chase overdue invoices automatically. | |||
| Contracts Contract templates with renewal dates and reminders. | |||
| Expenses, suppliers & bills Supplier bills and expenses with the receipt attached. | |||
| Inbox with e-invoice reading Forward a bill and have its data read out for you. | |||
| Bank statement matching Import your statement and match payments in one click. | |||
| Peppol network Send invoices and credit notes straight into your customers' accounting systems. Monthly allowance, more with a Peppol pack. | 10 /month | 25 / month | 100 / month |
| E-invoicing (XRechnung, ZUGFeRD, Factur-X) Legally valid e-invoices for public and business customers. | |||
| Reports Revenue, taxes and outstanding balances at a glance. | |||
| PDF, e-mail & text templates Your layout and your wording in every document and mail. | |||
| Customer portal & online acceptance Customers open their documents and accept online. | |||
| AI assistant (300 credits / month) Writes your texts, reads your documents, scores your leads. | |||
| Storage Space for documents and attachments — extend it with a storage pack. | 3 GB | 5 GB | 5 GB |
| Order confirmations Turn an accepted proposal into an order confirmation. | |||
| Electronic signature Customers sign proposals and contracts on screen. | |||
| Leads, web forms & scoring Collect leads through web forms and see which ones are worth a call. | – | ||
| Deals & pipelines Move deals through your own pipelines and forecast revenue. | – | ||
| Projects & tasks Run the work you invoice: projects, tasks, checklists. | – | ||
| Time tracking Track hours per task and bill them right away. | – | ||
| Goals & budgets Set targets and budgets and watch them fill up. | – | ||
| Inventory & purchasing Warehouses, stock levels, purchase orders and goods receipts. | – | ||
| Report builder & scheduled reports Build your own reports and get them by mail on a schedule. | – | ||
| Support tickets & SLA Customer support with departments, SLAs and canned replies. | – | – | |
| API & webhooks REST API with scoped keys and signed webhooks for your own tools. | Add-on | Add-on | |
| DATEV Send documents to DATEV Unternehmen online automatically. The ZIP export is included in every plan. | Add-on |
- Customers & contacts Every customer, contact and tag in one place.
- Products & price lists Your catalogue with units and customer price lists.
- Proposals Send proposals your customers can accept online.
- Invoices, recurring invoices, pro forma Bill once or on a schedule — pro forma included.
- Credit notes Correct an invoice without breaking your numbering.
- Payments, receipts & reminders Record payments, send receipts, chase overdue invoices automatically.
- Contracts Contract templates with renewal dates and reminders.
- Expenses, suppliers & bills Supplier bills and expenses with the receipt attached.
- Inbox with e-invoice reading Forward a bill and have its data read out for you.
- Bank statement matching Import your statement and match payments in one click.
- Peppol network Send invoices and credit notes straight into your customers' accounting systems. Monthly allowance, more with a Peppol pack.10 /month
- E-invoicing (XRechnung, ZUGFeRD, Factur-X) Legally valid e-invoices for public and business customers.
- Reports Revenue, taxes and outstanding balances at a glance.
- PDF, e-mail & text templates Your layout and your wording in every document and mail.
- Customer portal & online acceptance Customers open their documents and accept online.
- AI assistant (300 credits / month) Writes your texts, reads your documents, scores your leads.
- Storage Space for documents and attachments — extend it with a storage pack.3 GB
- Order confirmations Turn an accepted proposal into an order confirmation.
- Electronic signature Customers sign proposals and contracts on screen.
- Leads, web forms & scoring Collect leads through web forms and see which ones are worth a call.–
- Deals & pipelines Move deals through your own pipelines and forecast revenue.–
- Projects & tasks Run the work you invoice: projects, tasks, checklists.–
- Time tracking Track hours per task and bill them right away.–
- Goals & budgets Set targets and budgets and watch them fill up.–
- Inventory & purchasing Warehouses, stock levels, purchase orders and goods receipts.–
- Report builder & scheduled reports Build your own reports and get them by mail on a schedule.–
- Support tickets & SLA Customer support with departments, SLAs and canned replies.–
- API & webhooks REST API with scoped keys and signed webhooks for your own tools.Add-on
- DATEV Send documents to DATEV Unternehmen online automatically. The ZIP export is included in every plan.Add-on
Available extensions
Book them with a click, drop them the same way.
+5 GB StorageAdds 5 GB of storage for files, receipts, signatures and archives. Combine with other storage packs.
€4.90 /mo
AI Boost SAdds 500 AI credits every month for the writing assistant, document scan, ticket and lead helpers.
€4.90 /mo
Peppol +1000Adds 1000 invoices or credit notes per month sent through the Peppol network, straight into your customers' accounting systems. Combine with other Peppol packs.
€99 /mo
Peppol +50Adds 50 invoices or credit notes per month sent through the Peppol network, straight into your customers' accounting systems. Combine with other Peppol packs.
€9.90 /mo
+25 GB StorageAdds 25 GB of storage for files, receipts, signatures and archives. Combine with other storage packs.
€17.90 /mo
AI Boost MAdds 1500 AI credits every month for the writing assistant, document scan, ticket and lead helpers.
€9.90 /mo
Peppol +200Adds 200 invoices or credit notes per month sent through the Peppol network, straight into your customers' accounting systems. Combine with other Peppol packs.
€29.90 /mo- Product & category images
Free. Add photos to every product and variant and an image plus a banner to every category. Images are cropped in the browser and stored as optimised WebP, ready for your online shop.
Free 
AI Boost LAdds 4000 AI credits every month for the writing assistant, document scan, ticket and lead helpers.
€19.90 /mo
API & WebhooksREST API with scoped keys and signed webhooks for your own tools, Zapier or Make. Bookable in every plan.
€9.90 /mo
+10 GB StorageAdds 10 GB of storage for files, receipts, signatures and archives. Combine with other storage packs.
€9.90 /mo
Features Built for Growth
Everything you need to scale your business
Leads that never slip through
From web form to customer, with the next step always set
Every customer in one record
Proposals, invoices, contracts and notes on one page
Proposals your customers accept online
Send a link, get a yes, and the invoice is ready
Deals and pipelines with a forecast
See every deal and what it is likely to bring in
Invoices in a few clicks
From accepted proposal to sent invoice in minutes
Getting paid, and seeing it
Get paid online, match your bank, chase what is late
Products and services with your prices
Enter it once, pick it into every proposal and invoice
Expenses, suppliers and bills
Know what goes out, not just what comes in
A document inbox that reads receipts
Snap a receipt and the AI types it in for you
Works with your other apps
One workspace. Data moves between the apps instead of being typed twice.
Syncs data with
Works with
CRM Business Hub
FAQ
Common questions about CRM Business Hub answered clearly.
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