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.

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.

Documents Library
Store, share and track proposals, decks and contracts from a central library, right where your deals live.

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

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
MOST POPULAR
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)
Enterprise
Custom
For large teams with advanced needs.
- Everything in Professional
- Advanced process management
- Multiple currencies
- Custom roles & permissions
- Dedicated success manager
- Priority support
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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