CRM + 4 AI Employees Run Your Sales
Qualify leads, close deals, and collect payments—automatically.
Built for service agencies and professional firms ready to automate sales without hiring a sales team.
Setup in 2 minutes • No contracts • Cancel anytime
Lead Qualification Agent
Qualifying inbound lead • Stage 1
Pipeline Snapshot
Leads Qualified Today
0
12 marked high intent
Meetings Booked
0
+225% vs manual outreach
Each bar shows percentage of % conversion.
Leads reached within 5 minutes
No lead left waiting
Team hours saved each week
Across sales + finance
AI employees activated day one
Lead → Opportunity → Collections → Feedback
Who it's for
- Service agencies, home services, and professional firms juggling recurring invoices.
- Teams that want AI agents qualifying leads, chasing payments, and updating the CRM automatically.
- Companies with under 5,000 active customers needing sales, billing, and collections in one stack.
Who it's not for
- Enterprises needing on-premise deployments or custom ERP workflows.
- Product companies looking for a basic CRM without automation or collections.
- Serving more than 5,000 customers? Ask about our custom enterprise program.
What makes us different from typical invoicing or CRM tools?
- Human-sounding AI voice agents that follow your playbooks and chase payments until collected.
- Single workspace for CRM, invoicing, and collections with company-level security and visibility.
- Pipeline, cash flow, and collections analytics tied together so revenue impact is visible in real time.
CRM, Billing, Automations, and AI Agents together
InvoicifyAI replaces the stack of disconnected tools. Track relationships, invoice without limits, and let AI employees handle the repetitive work while your team focuses on revenue.
AI CRM Pipeline
Visual stages + auto scoring route every lead in minutes.
Unlimited Billing
Recurring invoices + reminders go out automatically—no caps.
Expenses OCR
Snap receipts; AI fills vendors, amounts, and taxes instantly.
Real-Time Notifications
See opens, approvals, and missed payments the second they happen.
Voice Agents Included
Agents call leads, deals, invoices, and feedback—company scoped.
Full revenue journey, covered
Centralize every lead
Auto-enrich and qualify every inquiry in minutes.
Send beautiful estimates
Drag-drop estimates; automations nudge clients to sign.
Invoice on autopilot
Recurring invoices + AR alerts fire without manual touch.
Measure customer health
Receipts, feedback, and dashboards keep teams aligned.
Everything You Need to Scale Revenue
CRM + AI agents + automation tools in one platform
Lead Qualifier
Replaces: SDR Replacement
- ✓BANT scoring
- ✓Contact validation
- ✓Instant routing
Deal Closer
Replaces: Sales Rep
- ✓Proposal follow-ups
- ✓Objection handling
- ✓Create urgency
AR Collector
Replaces: Collections Team
- ✓Invoice reminders
- ✓Payment plans
- ✓24/7 follow-ups
Feedback Agent
Replaces: Customer Success
- ✓NPS surveys
- ✓Testimonials
- ✓Churn detection
Save $20,000+/month vs hiring SDRs, sales reps, and collection staff
4 AI Employees Working Your Complete Revenue Cycle
Each AI agent specializes in a critical stage of your customer journey. Together, they automate your entire revenue lifecycle from lead to loyalty.
Lead Qualification Agent
What This AI Employee Does:
- Calls leads within 5 minutes
- Qualifies using BANT criteria
- Validates contact information
- Scores leads automatically (0-100)
- Routes qualified leads to pipeline
Hear a sample
Duration 0:58
Proposal/Estimate Follow-up Agent
What This AI Employee Does:
- Calls 48 hours after quote sent
- Handles objections professionally
- Creates urgency to close
- Warms up opportunities
- Converts 2x more proposals
Hear a sample
Duration 0:52
Invoice Collection Agent
What This AI Employee Does:
- Calls 3 days after invoice is due
- Negotiates payment plans
- Gets firm commitments
- Follows up until paid
- Reduces DSO by 40%
Hear a sample
Duration 0:45
Customer Feedback Agent (NPS)
What This AI Employee Does:
- Calls after service completion
- Captures NPS scores
- Collects testimonials
- Identifies upsell opportunities
- Detects churn risks early
Hear a sample
Duration 1:03
We're building more specialized AI agents to handle every customer interaction
Marketing Outreach Agent
Cold outreach and lead qualification
Customer Service Agent
24/7 support and issue resolution
Appointment Booking Agent
Schedule meetings and consultations
All four AI employees launch together on day one. Create your account now so your team can activate them immediately.
How It Works
Four simple steps with AI agents handling the heavy lifting
1. Lead Capture
Add leads from any source
AI Agent qualifies with BANT
2. Pipeline Management
Track deals visually
AI Agent follows up on proposals
3. Close & Invoice
Convert to customers
AI Agent collects payments
4. Get Paid
Track satisfaction
AI Agent measures NPS
Without InvoicifyAI
- ❌ 68% of leads never contacted
- ❌ Manual follow-ups (if remembered)
- ❌ 45+ day payment cycles
- ❌ $20k/month for sales & AR staff
With InvoicifyAI
- ✅100% of leads called automatically
- ✅AI agents follow up persistently
- ✅14-day payment cycles
- ✅$49.99/month all-inclusive
Choose Your Growth Path
Sign up today to unlock every plan instantly. All tiers include a 14-day free trial so you can launch with zero risk.
Starter
Basic Invoicing
- Unlimited invoices & estimates
- Unlimited clients
- AI-powered receipt scanning
- Expense tracking & categorization
- Basic financial reporting
- Professional PDF generation
- Recurring invoices
- ❌ No CRM features
- ❌ No AI voice agents
- ❌ Manual follow-ups only
Professional
CRM + 1 AI Agent
- Everything in Starter
- ✨ Full CRM Suite
- Lead management & BANT scoring
- Visual sales pipeline
- Opportunity tracking
- Activity timeline
- 📞 1 AI Voice Agent:
- • Invoice Collection Agent (AR)
- • Reduces DSO by 40%
- • Replaces $5,000/month AR staff
- Advanced analytics dashboard
Business
Complete Platform
- Everything in Professional
- 🚀 All 4 AI Voice Agents:
- • Lead Qualification Agent
- • Proposal Follow-up Agent
- • Invoice Collection Agent
- • Customer Feedback Agent (NPS)
- Complete revenue automation
- 100% of leads contacted
- 2x higher close rates
- 40% faster payments
- Replaces $20,000/month in staff
- 688x ROI vs human employees
- Priority support
Quick Comparison
Starter ($14.99)
Basic invoicing only
Perfect for freelancers
Professional ($29.99)
Full CRM + 1 AI Agent
Saves $5,000/month in AR staff
Business ($49.99)
Complete platform + 4 AI Agents
Saves $20,000/month in staff costs
Modeled ROI: Business plan can achieve up to 688x return based on automation vs staffing assumptions