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
Live AI voice demo
Talk to the AI Agents Live
Choose an agent, set a quick scenario, and test the conversation flow.
Invoice Reminder
Collect overdue payments with polite, firm follow-ups.
Tip
Keep it short and realistic. These details shape the agent's responses in real time.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, AI Advisor, and Voice Agents together
InvoicifyAI replaces the stack of disconnected tools. Track relationships, invoice without limits, let AI Advisor guide your team, and let voice agents handle repetitive outreach while your team focuses on revenue.
AI CRM Pipeline
Visual stages + auto scoring route every lead in minutes.
Invoicing & Estimates
Unlimited invoices, estimates, and receipts with recurring billing and professional PDF generation.
Expenses OCR
Snap receipts; AI fills vendors, amounts, and taxes instantly.
Document Hub with AI Search & Chat
Store company and client docs with OCR, folders, and AI search + chat.
AI Advisor
Reads live business context, spots what matters, and tees up the next workflow.
Voice Agents Included
Agents call leads, deals, invoices, and feedback—company scoped.
AI Advisor turns business context into action
AI Advisor is the in-app advisor for Professional and Business teams. It reads the record in front of you, understands the company numbers behind it, and converts that context into priorities, rationale, drafts, and guided CRM actions instead of generic chatbot answers.
- Understands the page you are on plus surrounding CRM, billing, activity, and revenue context.
- Flags overdue cash, stalled deals, weak follow-up coverage, and other revenue risk in plain English.
- Produces clear action briefs with what matters now, why now, expected impact, and supporting evidence.
- Can draft emails or call plans and tee up notes, tasks, lead drafts, and opportunity changes with confirmation.
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 minutes
- Qualifies using BANT criteria
- Validates contact information
- Scores leads automatically (0-100)
- Routes qualified leads to pipeline
Hear a sample
Duration 0:58
Estimate Follow-up Agent
What This AI Employee Does:
- Calls after quote is 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 as soon as 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. Professional and Business pair CRM and voice-agent automation with AI Advisor access, and all tiers include a 14-day free trial so you can launch with zero risk.
Starter
Invoicing Core
- Unlimited invoices & estimates
- Unlimited clients
- Document Hub with 10 GB secure storage
- AI document search & chat (100 queries / month)
- AI-powered receipt scanning
- Expense tracking & categorization
- Basic financial reporting
- Professional PDF generation
- Recurring invoices
- ❌ No CRM features
- ❌ No AI Advisor access
- ❌ No AI voice agents
- ❌ Manual follow-ups only
Professional
CRM + AI Advisor + 1 Voice Agent
- Everything in Starter
- Document Hub with 50 GB secure storage
- AI document search & chat (500 queries / month)
- ✨ Full CRM Suite
- ✨ AI Advisor included (50 monthly queries)
- 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
4 Voice Agents + AI Advisor
- Everything in Professional
- Document Hub with 100 GB secure storage
- AI document search & chat (2,000 queries / month)
- ✨ AI Advisor included (100 monthly queries)
- 🚀 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
AI Advisor Top-Ups
Professional includes 50 monthly queries and Business includes 100. Need more? Buy 250 more for $19 or 600 more for $39. Top-ups are one-time purchases, charged immediately, and expire 12 months after purchase.
Quick Comparison
Starter ($14.99)
Basic invoicing only
Perfect for freelancers
Professional ($29.99)
Full CRM + AI Advisor + 1 voice agent
Saves $5,000/month in AR staff
Business ($49.99)
4 voice agents + AI Advisor + full CRM
Saves $20,000/month in staff costs
Modeled ROI: Business plan can achieve up to 688x return based on automation vs staffing assumptions