Finance

Connect Sales and Finance in One Flow

Manage quotes, invoices and payments alongside deals so revenue moves from closed-won to collected without gaps.


Why Teams Choose Finance

Quote to Invoice

Turn a won deal into an invoice in one click.

Payment Tracking

See what is paid, due and overdue.

Unified Records

Keep finance data on the same account.

Fewer Handoffs

Cut the gap between sales and finance.
Finance — GetBiz CRM

Works With the Rest of Sales Enablement

Finance connects to every other part of Sales Enablement in GetBiz CRM.

Configure, Price, Quote (CPQ)

Configure products, apply the right pricing and generate professional quotes instantly.
GetBiz CRM configure, price, quote (cpq)

Documents Library

Store, share and track proposals, decks and contracts from a central library, right where your deals live.
GetBiz CRM documents library

Calendar

Sync calendars, share booking links and see all your meetings next to the deals and contacts they belong to.
GetBiz CRM calendar

SalesInbox

Work email inside the CRM with full deal context beside every message.
GetBiz CRM salesinbox

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Pricing

Simple CRM Pricing, All the Features You Need

Standard

₹499 /user / month

For small teams getting started with CRM.

  • Lead & contact management
  • Deal pipelines
  • Email integration
  • Basic reports & dashboards
  • Web forms
Start 15 Days Trial
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Professional

₹999 /user / month

For growing sales teams that need automation.

  • Everything in Standard
  • Workflow automation
  • Sales cadences
  • Revenue forecasting
  • Advanced analytics
  • Multi-channel (SMS, WhatsApp, chat)
Start 15 Days Trial

Enterprise

Custom

For large teams with advanced needs.

  • Everything in Professional
  • Advanced process management
  • Multiple currencies
  • Custom roles & permissions
  • Dedicated success manager
  • Priority support
Book A Demo

Prices are billed annually. Need something custom? Talk to sales.


Businesses across India love & trust GetBiz!

See why teams choose GetBiz CRM to run their sales.


See Finance in action.

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Frequently Asked Questions

How does GetBiz CRM handle finance?

It connects quotes, invoices and payments to deals and accounts, so the journey from closed-won to collected stays in one place.

Can I track payments in the CRM?

Yes. You can see paid, due and overdue amounts on each account without leaving the CRM.