CRM & Customers
A Kanban sales pipeline that lives right next to your invoices and projects.
BillCrop includes a CRM with contacts, customers, and a Kanban lead pipeline. You can set lead status and source, keep notes and files, and convert a lead into a paying customer in one click — all next to your invoices and projects.
Illustrative sample data — one connected record from pipeline to payment.
Key capabilities
A pipeline you can see
Available nowTrack leads on a Kanban board by status, with lead source so you know what's working.
Lead to customer in one click
Available nowWhen a lead is ready, convert it to a customer — no duplicate data entry.
Context that stays attached
Available nowNotes, files, and activity live on each contact, so the whole picture is in one place.
Ask who owes what — you approve any follow-up
Rolling outThe assistant can read your customers and leads and surface what needs attention; any reminder or update it drafts is yours to approve.
A CRM that sits next to the money
Most small teams keep leads in one tool and invoices in another. BillCrop puts a Kanban sales pipeline right beside your billing and projects, so a won deal flows straight into a quote and an invoice.
See your pipeline, keep the context
Track leads by status and source on a board, and keep notes, files, and activity attached to each contact. When a lead is ready, convert it to a customer in one click — no re-typing.
Ask what needs attention
On Business and Pro plans, the assistant can read your customers and leads to tell you what needs a nudge. Any follow-up it drafts is an approval-gated draft — you decide what actually sends.
How it works
Capture the lead
Add leads with a status and source, and move them across the Kanban board as they progress.
Keep the context
Attach notes, files, and activity so nothing about the relationship gets lost.
Convert and bill
Turn a won lead into a customer in one click, then quote and invoice them without leaving BillCrop.
Who it's for
- →Managing a sales pipeline visually
- →Tracking lead sources to see what converts
- →Keeping billing and customer history together
- →Handing a won deal straight into invoicing
Related
- LeadFlow · Product
- Invoicing & Quotations · Product
- Projects & Tasks · Product
- BillCrop Daily Focus · Product
Frequently asked questions
Does BillCrop have a sales pipeline?
Yes. Leads are managed on a Kanban board with status and source, so you can see your pipeline at a glance and track which sources convert.
Can I turn a lead into a customer?
Yes. When a lead is won, convert it to a customer in one click — its details carry over, so you can quote and invoice right away.
Is the CRM connected to invoicing?
Yes. Customers are linked to their invoices, quotations, and projects, so you see the full relationship — pipeline through payment — in one place.
Start your 14-day trial
Quote, invoice, and get paid — with an assistant that drafts the admin for you to approve. No charge for 14 days.
150 one-time trial credits · Naira & USD · Cancel anytime · Sign in