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, deterministic scoring, and routing that keeps deals moving.
Invoicing + Estimates
Send estimates, invoices, recurring billing, and receipts in the same workflow.
AI Advisor
Reads live business context, spots what matters, and tees up the next workflow.
Voice Agents
Coverage for qualification, proposal follow-up, collections, and feedback.
Also in the workspace
Document Hub
Store contracts, receipts, policies, and client files with OCR and AI search in the same system.
How the workspace connects
One customer moves through the same system from first inquiry to post-job follow-up. The AI handles the repetitive touchpoints that usually slip through the cracks.
How it works
One customer. Seven touchpoints. Four handled by AI.
Meet the 4 AI employees
Each voice agent owns one revenue-stage job. This section is the proof layer: what each agent handles, where it fits, and how it sounds in practice.
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
All four launch together on day one, so the customer journey feels connected instead of split across disconnected tools and handoffs.
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 included
- • Invoice Collection Agent
- • Automated overdue follow-ups and payment-plan handling
- 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 included
- • Lead qualification, proposal follow-up, collections, and feedback coverage
- • Shared operating context across CRM, billing, and call outcomes
- Complete revenue workflow coverage
- 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.