Quick Overview
- 1#1: Salesforce - The leading CRM platform with integrated Billing for quotes, subscriptions, revenue recognition, and usage-based billing.
- 2#2: NetSuite - Cloud ERP system combining CRM, sales automation, invoicing, and financial management for end-to-end billing.
- 3#3: Microsoft Dynamics 365 - Integrated CRM and finance apps with advanced billing, invoicing, and revenue management features.
- 4#4: Zoho CRM - Affordable CRM with seamless integration to Zoho Billing for invoices, subscriptions, and payments.
- 5#5: Odoo - Open-source all-in-one platform with CRM, sales, invoicing, and accounting modules for complete billing workflows.
- 6#6: HubSpot CRM - Free inbound CRM with Sales Hub for quotes, payment links, and billing integrations.
- 7#7: Vtiger CRM - Open-source CRM offering sales pipelines, inventory, quotes, and automated invoicing.
- 8#8: Pipedrive - Visual sales CRM with deal-to-invoice conversion, templates, and payment integrations.
- 9#9: Freshsales - AI-driven CRM with built-in deal management, quotes, and invoicing capabilities.
- 10#10: Insightly - CRM for SMBs with project tracking, custom quotes, and integrated billing features.
We evaluated tools based on integration strength with CRM workflows, billing capabilities (including subscriptions and automation), user-friendliness, and overall value, prioritizing those that deliver robust functionality for diverse business needs.
Comparison Table
Explore key insights into CRM billing software with this comparison table, featuring tools like Salesforce, NetSuite, Microsoft Dynamics 365, Zoho CRM, Odoo, and more. Readers will discover differences in features, pricing, and integration capabilities to find the best fit for their business requirements, from scaling operations to streamlining workflows.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Salesforce The leading CRM platform with integrated Billing for quotes, subscriptions, revenue recognition, and usage-based billing. | enterprise | 9.5/10 | 9.8/10 | 7.9/10 | 8.2/10 |
| 2 | NetSuite Cloud ERP system combining CRM, sales automation, invoicing, and financial management for end-to-end billing. | enterprise | 9.2/10 | 9.6/10 | 7.4/10 | 8.1/10 |
| 3 | Microsoft Dynamics 365 Integrated CRM and finance apps with advanced billing, invoicing, and revenue management features. | enterprise | 8.7/10 | 9.4/10 | 7.1/10 | 8.0/10 |
| 4 | Zoho CRM Affordable CRM with seamless integration to Zoho Billing for invoices, subscriptions, and payments. | enterprise | 8.2/10 | 8.4/10 | 7.9/10 | 9.1/10 |
| 5 | Odoo Open-source all-in-one platform with CRM, sales, invoicing, and accounting modules for complete billing workflows. | enterprise | 8.7/10 | 9.4/10 | 7.6/10 | 9.1/10 |
| 6 | HubSpot CRM Free inbound CRM with Sales Hub for quotes, payment links, and billing integrations. | enterprise | 7.8/10 | 7.5/10 | 9.2/10 | 8.5/10 |
| 7 | Vtiger CRM Open-source CRM offering sales pipelines, inventory, quotes, and automated invoicing. | enterprise | 8.1/10 | 8.5/10 | 7.2/10 | 9.0/10 |
| 8 | Pipedrive Visual sales CRM with deal-to-invoice conversion, templates, and payment integrations. | enterprise | 8.1/10 | 7.8/10 | 9.2/10 | 8.0/10 |
| 9 | Freshsales AI-driven CRM with built-in deal management, quotes, and invoicing capabilities. | enterprise | 7.8/10 | 7.2/10 | 9.1/10 | 8.4/10 |
| 10 | Insightly CRM for SMBs with project tracking, custom quotes, and integrated billing features. | enterprise | 7.6/10 | 7.4/10 | 8.1/10 | 7.8/10 |
The leading CRM platform with integrated Billing for quotes, subscriptions, revenue recognition, and usage-based billing.
Cloud ERP system combining CRM, sales automation, invoicing, and financial management for end-to-end billing.
Integrated CRM and finance apps with advanced billing, invoicing, and revenue management features.
Affordable CRM with seamless integration to Zoho Billing for invoices, subscriptions, and payments.
Open-source all-in-one platform with CRM, sales, invoicing, and accounting modules for complete billing workflows.
Free inbound CRM with Sales Hub for quotes, payment links, and billing integrations.
Open-source CRM offering sales pipelines, inventory, quotes, and automated invoicing.
Visual sales CRM with deal-to-invoice conversion, templates, and payment integrations.
AI-driven CRM with built-in deal management, quotes, and invoicing capabilities.
CRM for SMBs with project tracking, custom quotes, and integrated billing features.
Salesforce
enterpriseThe leading CRM platform with integrated Billing for quotes, subscriptions, revenue recognition, and usage-based billing.
Revenue Cloud's unified order-to-cash management, automating quoting, contracting, billing, and revenue recognition in one platform
Salesforce is a leading cloud-based CRM platform with comprehensive billing capabilities via Revenue Cloud, enabling unified management of customer relationships, sales, and financial operations. It supports complex billing scenarios like subscription management, usage-based pricing, automated invoicing, and ASC 606-compliant revenue recognition. Businesses can customize workflows, integrate with thousands of apps via AppExchange, and leverage AI-driven insights through Einstein for optimized billing processes.
Pros
- Highly customizable with low-code tools and vast AppExchange ecosystem
- Scalable for enterprises with advanced billing automation and AI analytics
- Seamless integration of CRM data with order-to-cash processes
Cons
- Steep learning curve and complex initial setup
- High pricing that can be prohibitive for SMBs
- Potential performance lags with heavy customizations
Best For
Large enterprises and mid-sized businesses requiring a robust, scalable CRM with integrated advanced billing and revenue management.
Pricing
Tiered subscriptions starting at $25/user/month (Essentials) up to $330+/user/month (Unlimited), plus Revenue Cloud add-ons ($150+/user/month) and implementation costs.
NetSuite
enterpriseCloud ERP system combining CRM, sales automation, invoicing, and financial management for end-to-end billing.
SuiteBilling for handling complex, hybrid billing models like subscriptions, usage, and milestones in one platform
NetSuite is a comprehensive cloud-based ERP platform that integrates CRM, billing, and financial management into a single system, enabling businesses to streamline customer interactions, automate invoicing, and handle complex revenue recognition. Its CRM module supports sales force automation, marketing campaigns, and customer service, while the billing capabilities offer flexible subscription, usage-based, and project billing models. Ideal for enterprises seeking scalability and deep integration, it provides real-time visibility across operations.
Pros
- Seamless integration of CRM, billing, and ERP for unified data and workflows
- Highly customizable with SuiteScript for tailored billing logic
- Scalable for global enterprises with multi-subsidiary support via OneWorld
Cons
- Steep learning curve and complex implementation requiring expertise
- High cost that may not suit small businesses
- Customization can lead to dependency on Oracle partners
Best For
Mid-to-large enterprises needing an all-in-one CRM billing solution with advanced financial integrations.
Pricing
Quote-based; typically $10,000+ per user annually plus platform fees, with minimums around $25,000/year.
Microsoft Dynamics 365
enterpriseIntegrated CRM and finance apps with advanced billing, invoicing, and revenue management features.
Unified quote-to-cash process with embedded AI for intelligent invoicing and revenue management across sales and finance
Microsoft Dynamics 365 is a robust cloud-based platform combining CRM, ERP, and operations apps, with strong billing capabilities through modules like Finance, Sales, and Project Operations. It handles complex invoicing, subscription billing, revenue recognition, and automated financial workflows integrated with customer data. Ideal for enterprises, it leverages AI via Copilot for predictive insights and streamlines end-to-end billing from quote to cash.
Pros
- Deep integration across CRM, sales, and finance for unified billing
- AI-powered automation and analytics like Copilot for revenue forecasting
- Highly scalable and customizable via Power Platform
Cons
- Steep learning curve and complex initial setup
- High licensing and implementation costs
- Overly complex for small teams without IT support
Best For
Mid-to-large enterprises with intricate billing needs and Microsoft ecosystem investments seeking integrated CRM-ERP solutions.
Pricing
Starts at $65/user/month for Sales Professional, $110 for Sales Enterprise, up to $210/user/month for Finance; volume discounts and custom enterprise pricing available.
Zoho CRM
enterpriseAffordable CRM with seamless integration to Zoho Billing for invoices, subscriptions, and payments.
Zia AI-powered insights for predictive sales forecasting and automated billing recommendations
Zoho CRM is a versatile customer relationship management platform with built-in billing features like quotes, sales orders, invoices, and inventory management, enabling seamless tracking of sales pipelines and payments. It integrates tightly with Zoho Books for advanced accounting needs, making it a solid all-in-one solution for sales teams handling CRM and basic billing. While primarily a CRM tool, its billing capabilities support automation and customization for growing businesses.
Pros
- Affordable pricing with a robust free tier
- Deep customization and workflow automation
- Strong integrations within Zoho ecosystem
Cons
- Billing features require higher-tier plans for full access
- Steeper learning curve for complex setups
- Not as specialized for advanced billing as dedicated tools
Best For
Small to medium-sized businesses seeking an integrated CRM with solid billing functionality without needing separate software.
Pricing
Free for up to 3 users; paid plans start at $14/user/month (Standard) up to $52/user/month (Ultimate), billed annually; invoicing available from Professional plan ($23/user/month).
Odoo
enterpriseOpen-source all-in-one platform with CRM, sales, invoicing, and accounting modules for complete billing workflows.
Fully integrated CRM-to-invoicing pipeline that automatically generates quotes, invoices, and tracks payments from sales opportunities
Odoo is a comprehensive open-source ERP platform that excels as a CRM and billing software solution, offering tools to manage leads, sales pipelines, customer interactions, invoicing, and payments in a unified system. It integrates CRM seamlessly with sales, accounting, and inventory modules for end-to-end business automation. The modular app store allows users to customize and scale functionalities without needing extensive coding.
Pros
- Highly integrated CRM, sales, and invoicing for automated workflows
- Free community edition with extensive open-source apps
- Scalable and customizable for growing businesses
Cons
- Steep learning curve and complex initial setup
- Advanced features require paid Enterprise edition
- Performance can lag with large datasets or customizations
Best For
Small to medium-sized businesses seeking an affordable, all-in-one ERP with strong CRM and billing integration.
Pricing
Free Community edition; Enterprise plans start at $24.90/user/month for Odoo Online (standard apps) or custom on-premise pricing.
HubSpot CRM
enterpriseFree inbound CRM with Sales Hub for quotes, payment links, and billing integrations.
Direct Stripe-powered payments embedded in CRM deals and invoices for frictionless billing
HubSpot CRM is a versatile customer relationship management platform that incorporates billing and invoicing tools within its Sales Hub, enabling users to manage quotes, invoices, and payments seamlessly. It integrates directly with Stripe for payment processing and automates workflows tied to CRM data for efficient billing cycles. While excelling in sales pipeline management, it provides solid but not specialized billing features suitable for growing businesses integrating sales and finance operations.
Pros
- Intuitive interface with drag-and-drop workflows
- Free core CRM with basic deal tracking and invoicing
- Native Stripe integration for quick payments
- Strong automation linking billing to sales pipelines
Cons
- Advanced subscription billing requires higher-tier plans or third-party integrations
- Limited native support for complex usage-based or enterprise billing
- Pricing scales quickly for teams needing full features
Best For
Small to mid-sized sales teams seeking an all-in-one CRM with straightforward invoicing and payment processing.
Pricing
Free CRM core; Sales Hub Starter at $20/user/month; Professional at $90/user/month (billed annually); Enterprise custom.
Vtiger CRM
enterpriseOpen-source CRM offering sales pipelines, inventory, quotes, and automated invoicing.
Seamless integration of CRM sales pipeline with inventory tracking and automated invoicing workflows
Vtiger CRM is an open-source platform that integrates customer relationship management with essential business functions like sales automation, marketing, support ticketing, inventory management, and billing. It enables users to track leads, manage deals through quotes, sales orders, and invoices, while syncing billing data directly with customer records. This makes it a versatile solution for streamlining CRM and financial operations in one system.
Pros
- Comprehensive all-in-one CRM with integrated billing, inventory, and quoting modules
- Free open-source edition available for self-hosting
- Highly customizable with workflows, extensions, and API support
Cons
- Outdated user interface that feels clunky compared to modern CRMs
- Steep learning curve for setup and advanced customizations
- Reporting and analytics are functional but not as intuitive or powerful as top competitors
Best For
Small to medium-sized businesses seeking a cost-effective, customizable CRM with built-in billing and inventory management.
Pricing
Free open-source self-hosted edition; Cloud plans start at $15/user/month (billed annually) for Starter, $36/user/month for Professional, and $60/user/month for Enterprise.
Pipedrive
enterpriseVisual sales CRM with deal-to-invoice conversion, templates, and payment integrations.
Visual Kanban-style sales pipelines that directly link to automated quote and invoice generation
Pipedrive is a sales-focused CRM platform that emphasizes visual pipeline management for tracking deals from lead to close. It includes basic invoicing and billing tools to handle quotes, invoices, and payments directly within the sales workflow. While excellent for sales teams, its billing features are more supplementary than comprehensive, relying on integrations for advanced needs.
Pros
- Intuitive drag-and-drop pipeline visualization for sales and billing workflows
- Seamless email and calendar integrations to automate deal-to-invoice processes
- Robust mobile app for on-the-go invoice approvals and tracking
Cons
- Basic invoicing lacks advanced billing automation like recurring subscriptions or complex pricing tiers
- Reporting for financial insights is limited without add-ons
- Higher-tier plans required for full billing customization and API access
Best For
Sales-driven small to mid-sized teams needing simple CRM-integrated invoicing without dedicated billing software.
Pricing
Starts at $14/user/month (Essential, billed annually) up to $99/user/month (Enterprise); invoicing included in Professional tier and above.
Freshsales
enterpriseAI-driven CRM with built-in deal management, quotes, and invoicing capabilities.
Freddy AI for predictive deal insights and automated sales recommendations
Freshsales is a sales-focused CRM platform from Freshworks designed to manage leads, track deals through visual pipelines, and automate sales processes with AI insights. It includes built-in email, phone, and chat tools for seamless communication. While strong in core CRM functionalities, its billing capabilities are limited to quote generation, payment link sharing via integrations, and basic invoicing workflows, making it suitable for light CRM billing needs rather than comprehensive billing solutions.
Pros
- Highly intuitive interface with quick setup
- AI-powered Freddy for lead scoring and deal insights
- Generous free plan and scalable pricing
Cons
- Limited native invoicing and recurring billing features
- Advanced billing requires third-party integrations
- Reporting and customization lack depth for complex needs
Best For
Small to medium-sized sales teams needing an easy CRM with basic quoting and payment collection.
Pricing
Free for up to 3 users; Growth $15/user/mo, Pro $49/user/mo, Enterprise $69/user/mo (billed annually).
Insightly
enterpriseCRM for SMBs with project tracking, custom quotes, and integrated billing features.
Seamless integration of CRM pipelines with project tasks and automated invoicing from deals
Insightly is a cloud-based CRM platform that integrates customer relationship management with project tracking and basic billing functionalities, enabling businesses to manage contacts, sales pipelines, and automate workflows. It includes features like deal management, email integration, custom fields, and Insightly Invoices for creating, sending, and tracking invoices with payment processing via Stripe. While versatile for small to mid-sized teams, its billing tools are more supplementary to core CRM capabilities rather than a standalone invoicing powerhouse.
Pros
- Intuitive interface with mobile app support
- Integrated project management and CRM pipeline
- Affordable entry-level pricing with free tier
Cons
- Billing features lack advanced automation compared to dedicated tools
- Reporting and analytics are basic without add-ons
- Customization requires higher-tier plans
Best For
Small to mid-sized service-based businesses seeking an all-in-one CRM with simple invoicing needs.
Pricing
Free for up to 2 users; Plus at $29/user/month, Professional at $49/user/month, Enterprise custom (billed annually).
Conclusion
The reviewed CRM billing tools offer robust solutions for diverse needs, with Salesforce, NetSuite, and Microsoft Dynamics 365 emerging as the top three. Salesforce leads with its integrated billing features, while NetSuite excels in end-to-end ERP integration and Microsoft Dynamics 365 provides advanced finance alignment, making all three strong choices depending on specific requirements.
For a streamlined, all-in-one billing experience, Salesforce stands out as the top pick. Start exploring its powerful capabilities to enhance your billing workflows and drive growth.
Tools Reviewed
All tools were independently evaluated for this comparison
