“I lose track of leads and which client owes what.”
Track leads and what each client owes
A Kanban pipeline that lives next to your invoices and projects.
BillCrop keeps a Kanban lead pipeline next to your invoicing, so you can see leads by status and what each customer owes in one place. Convert a won lead to a customer in one click, then quote and invoice them directly.
How BillCrop solves this
Pipeline you can see
Available nowTrack leads on a Kanban board by status and source, so nothing slips through.
Money in the same view
Available nowCustomers link to their invoices and payment status, so you know who owes what.
Ask for an overview
Rolling outThe assistant can read your customers, leads, and invoice status to tell you what needs attention.
Leads and money, one view
When your pipeline is in a spreadsheet and your invoices are in an app, you never quite know who’s in play and who owes you. BillCrop keeps a Kanban lead pipeline next to billing, with every customer linked to their invoices and payment status.
From lead to paid
Move leads across the board, convert a won one to a customer in one click, and quote and invoice them without leaving BillCrop. On Business and Pro plans, ask the assistant for an overview of what needs attention across leads and invoices.
New: LeadFlow (beta) captures inquiries from your own website straight into this pipeline — blocking bots, spam, and disposable-email leads so only real leads land in your view.
Related
Frequently asked questions
Can I see leads and billing together?
Yes. BillCrop's CRM keeps a Kanban lead pipeline next to invoicing, and customers are linked to their invoices and payment status — so leads and money live in one view.
How do I turn a lead into a paying customer?
Convert a won lead to a customer in one click; its details carry over so you can immediately quote and invoice.
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