Business: CRM, finance & invoices

Keep the business's customers and money in one place, separate from your personal finance.

CRM

Leads and deals Add leads and move them through New, Contacted, Qualified, Proposal and Negotiation to Won or Lost.
Link to projects Link a contact to the projects you're doing for them, so the whole history is in one place.

Accounts and transactions Add business accounts, log income and expenses, and see the totals for the period you pick.
Categories and budgets Use income and expense categories and set budgets for them. Charts and a revenue timeline show how the business is doing.
From your personal Finance Turn on "Link to business" when adding a personal transaction to record it in a business workspace too.
Trash Deleted business transactions go to the finance trash, where you can restore them.

Create an invoice Add the customer, items and amounts. The business's brand kit (logo and colours) is used on the invoice.
Preview and download Preview it exactly as the customer sees it, then download it as a PDF to send.