CRM & Lead Automation for Small Businesses in Palatine, IL

Create, send, and track invoices without switching platforms.

✅ Generate invoices linked to customers

✅ Track sent, viewed, paid, or overdue invoices

✅ Keep billing history attached to each contact

✅ Reduce billing errors and missed payments

Your CRM becomes the financial record for customer billing activity — clean, organized, and auditable.

Every interaction is logged automatically.

✅ Messages sent and received

✅ Invoices created and paid

✅ Appointments booked or completed

✅ Notes and internal updates

This creates a complete activity timeline so nothing gets missed — even as your customer volume increases.

Each customer has a complete profile that stores everything in one place — no spreadsheets, no guesswork.

✅ Contact details, notes, and tags

✅ Past conversations, invoices, and payments

✅ Booking history and service records

✅ Searchable customer database

This customer relationship management system ensures your team always has the full context before responding or taking action.

Appointments are tied directly to leads and customers.

✅ Schedule appointments from one calendar

✅ Track booking history per customer

✅ Reduce missed appointments with clear records

✅ Maintain visibility across your team

Your CRM acts as both a scheduling system and a customer activity log.

Payments sync directly with customer records and invoices.

✅ Track payment status in real time

✅ View paid and unpaid balances per customer

✅ Keep payment history attached to invoices

✅ Simplify bookkeeping and reporting

This allows you to manage revenue flow without jumping between accounting tools.

All customer conversations live inside your CRM — not scattered across phones or apps.

✅ Text messages and conversations stored per contact

✅ Conversation history tied to leads and customers

✅ Faster response handling with organized threads

✅ Clear visibility across your team

This keeps communication professional, consistent, and easy to manage as your business grows.