Quoted, paid, and balance amounts calculated for you — no more chasing spreadsheets.
Request a demoWhich clients paid, what's pending — nobody knows for sure.
Follow-ups happen over calls and messages, not records.
Month-end matching quotes to payments eats an afternoon.
Every billing review starts with a blank spreadsheet.
in outstanding balances, tracked automatically across 6 active projects — no manual math required.
Fully paid, Partial, or Not paid — tracked per client.
Quoted, paid, and due amounts, updated live.
Filter by client or status, export statements to PDF.
Same records as Leads CRM — no re-entry, ever.
Mahisoftech has spent over 15 years building websites, mobile apps, and internal tools. Accounts CRM isn't a side project — it's road-tested on our own team, every day.
Currency, date format, and language labels are configurable per region — the same system works wherever your team is.
"We didn't build this to sell software. We built it to run our own company — then realized every growing team has the same problem."
Track every project from quote to delivery to final payment.
No more chasing spreadsheets to find out who owes what — every rupee is tracked against its project.
Every quote stays linked to the client record — no re-entry when it's time to bill.
Quotes stay attached to the billing history — no more digging through email threads to find what was sent.
Capture client details, quoted amount, and payment terms in one clean form.
A new billing record gets fully set up in under a minute — nothing falls through the cracks at intake.
One dashboard covers both sides of the ledger — money coming in from clients, and money going out to vendors.
Total revenue, amount collected, outstanding, expenses, and net profit — updated live, with revenue vs. expenses charted month by month.
Every client in one record — the same one shared with Leads CRM — so billing history never gets re-typed.
Send a quote, track Draft → Sent → Accepted, and convert it straight to an invoice without re-entering a line.
Raise invoices in seconds and track every one as Paid, Pending, or Overdue — with counts visible from the dashboard.
Set a billing rule once for repeat clients — retainers and subscriptions raise themselves on schedule.
Record a payment against any invoice and watch the collection rate on your dashboard update instantly.
Issue a clean credit note for refunds, discounts, or corrections — linked to the original invoice, never a loose adjustment.
Log business expenses, track vendors, and manage bills payable — the purchases side, not just what clients owe you.
Every figure on the dashboard is one click from a full, exportable report — no separate spreadsheet needed at month-end.
From a 5-person studio to a 200-person delivery team — the same system scales with you.
Track invoices and payments across every client engagement.
Manage retainers and one-off billing accurately.
Reconcile payments across every sales channel.
Manage quote-heavy billing with full history.
Replace ad-hoc spreadsheets before they become a mess.
Track project billing from quote to final payment.
| WITHOUT ACCOUNTS CRM | WITH ACCOUNTS CRM | |
|---|---|---|
| Client payments | Chased over calls and messages | Tracked with quoted / paid / balance |
| Reconciliation | Manual matching, month-end scramble | Auto-calculated, always current |
| Statements | Built by hand in spreadsheets | Exportable to PDF in one click |
| Client records | Re-entered across tools | Shared with Leads CRM automatically |
Yes. Data stays within your own hosted environment — nothing is shared with third parties.
Yes — client records are shared automatically, so nothing needs re-entry between products.
Yes — any project or client's billing history exports to PDF in one click.
Direct support from our team for setup, training, and any customization you need.
Every plan includes the full Accounts CRM feature set — the only difference is team size and support level.
Growing teams with client work