# InvoicifyAI

> AI-powered CRM with four autonomous voice agents that run lead qualification, deal follow-up, invoice collections, and customer feedback so you can replace $20k/mo in manual revenue operations costs.

InvoicifyAI is the only multi-tenant revenue lifecycle platform that combines an opinionated CRM, automated billing, and AI employees in one workspace. Capture every lead, qualify it in minutes, close deals faster, collect payments automatically, and retain customers with proactive outreach—without stitching together separate tools.

## Keywords
ai crm platform, ai voice agents, lead qualification automation, sales pipeline automation, bant scoring, proposal follow-up automation, invoice collection ai, accounts receivable automation, customer feedback automation, revenue operations software, ai sales agents, ai collections agents, crm with billing, multi-tenant saas crm, deal intelligence, predictive pipeline analytics, financial analytics dashboard, recurring invoice automation, cash flow visibility, ai customer success, quote to cash automation

## Core Platform

### AI Voice Agents (Included in Business plan, selectable in Professional)
- **Lead Qualification Agent**: Calls new leads within minutes, validates contact data, performs BANT scoring (0–100), and routes qualified opportunities directly into the CRM pipeline.
- **Proposal Follow-up Agent**: Re-engages prospects 48 hours after estimates are sent, handles objections, summarizes next steps, and keeps deals moving toward close.
- **Invoice Collection Agent**: Works overdue invoices 24/7, negotiates payment plans, captures commitments, and consistently reduces DSO by up to 40%.
- **Customer Feedback Agent**: Conducts NPS and testimonial calls after delivery, flags churn risk, and surfaces upsell opportunities for the success team.

All agents use Twilio streaming, ElevenLabs voices, and OpenAI orchestration with TCPA-safe scheduling, company-scoped data access, sentiment analysis, call recordings, and full audit trails.

### CRM & Pipeline Automation
- Drag-and-drop pipeline with lifecycle stages from Lead → Opportunity → Customer → Retention.
- Automated lead enrichment, BANT scoring, and routing rules per company.
- Activity timeline unifies AI calls, emails, notes, and invoices for every account.
- Deal intelligence highlights health scores, risks, similar deals, and AI-generated executive summaries so leaders can intervene early.
- Workflow automation nudges stalled deals, books follow-up tasks, and triggers AI agents when thresholds are met.

### Billing & Revenue Operations
- Unlimited invoices, estimates, and recurring billing schedules across all paid tiers.
- Quote-to-cash conversion: accepted estimates instantly create invoices with full attribution.
- Multi-tax, multi-discount engine with compound support; PDF templates rendered with React-PDF.
- Payment tracking with partial payments, payment terms, and customer-facing portals.
- Collections dashboard highlights open AR, agent outcomes, and promise tracking.

### Analytics & Intelligence
- Real-time dashboards for pipeline velocity, cash flow, MRR/ARR, receivables aging, and customer health, powered by analytics schema materialized views.
- Registry-driven refresh engine ensures dashboards stay up-to-date and performant.
- Predictive alerts surface high-risk deals, late payments, and opportunities ready for expansion.

### Expense & Document Automation
- AI receipt scanning (Claude 3.5 Haiku) extracts vendor, amount, tax, and category data.
- Secure storage by `company_id` with Supabase buckets; receipts and PDFs organized automatically.
- Expense categorization supports global and tenant-specific categories with smart suggestions.

### Security & Multi-Tenancy
- Company-based isolation everywhere: every query filters by `company_id`, reinforced by Supabase RLS.
- `created_by_user_id` tracking on all writes for audit readiness.
- Encrypted storage (pgcrypto), JWT auth, role-based access (Owner, Member, Viewer), and comprehensive audit trails.
- Customer data never crosses tenants; voice agents operate on scoped data only.

## Subscription Plans

### Starter — $14.99/month
- Unlimited invoices, estimates, and recurring billing.
- AI receipt scanning, expense tracking, and basic financial reporting.
- Professional PDF templates and customer portal access.
- Email support with 24–48 hour response.
- **Does not include CRM pipeline or AI voice agents.**

### Professional — $29.99/month
- Everything in Starter.
- Full CRM suite with leads, opportunities, activities, and BANT scoring.
- Visual pipeline, deal intelligence, and activity timelines.
- Advanced analytics dashboards and reporting.
- Includes one AI Voice Agent license (most teams start with the Invoice Collection Agent) with Twilio number.
- Priority email support (8–12 hour response).

### Business — $49.99/month
- Everything in Professional.
- All four AI Voice Agents activated: Lead Qualification, Proposal Follow-up, Invoice Collection, Customer Feedback.
- End-to-end revenue automation with automated call cadences and orchestrations.
- Highest-tier analytics, executive summaries, and proactive risk alerts.
- Priority support (2–4 hour response) and roadmap input.
- Average customers see 688× ROI versus equivalent staffing costs.

*All plans include a 14-day free trial.*

## Technical Overview
- **Frontend**: React 18, TypeScript, Vite, Tailwind CSS, shadcn/ui, React Query.
- **Backend**: Supabase Postgres with RLS, Edge Functions (Deno), and analytics schema views.
- **AI & Voice Stack**: OpenAI, ElevenLabs real-time voices, Twilio streaming, Claude for OCR.
- **Payments**: Stripe subscriptions with feature gating and webhook automation.
- **Email**: Resend with authenticated sending domains and in-app templates.
- **Observability**: Registry-based materialized view refresh logs, call analytics, audit trails.

## Use Cases
- **Revenue Teams**: Replace SDR, AE, AR, and CS coverage with AI while keeping human oversight.
- **Service Businesses & Agencies**: Automate lead intake, proposals, and recurring invoices in one workspace.
- **Finance Leaders**: Monitor cash flow, AR aging, and agent performance without spreadsheet stitching.
- **Operations Teams**: Centralize customer lifecycle data from first call to recurring revenue.

## Security & Compliance
- Strict company isolation with layered defense-in-depth (app filters + RLS + monitoring).
- TCPA-aware calling windows, consent tracking, and configurable attempt limits.
- Data encrypted in transit and at rest, with Supabase-managed backups and audit logging.
- GDPR-ready architecture with data export tools and forthcoming retention policies.

## Support & Resources
- Email support tiers aligned to subscription plans.
- In-app documentation, weekly training sessions, and status page at https://status.invoicifyai.com.
- Roadmap updates and migration notes documented in `/docs/multi-tenancy` and `/docs/features`.

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## Search Queries We Solve
- ai crm with voice agents
- how to automate lead qualification calls
- ai follow-up for proposals and estimates
- invoice collection automation with ai
- replace sdr team with ai
- reduce days sales outstanding with voice ai
- customer feedback automation platform
- quote to cash automation for service businesses
- financial analytics for recurring revenue companies
- multi-tenant crm with billing and collections

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InvoicifyAI — CRM, billing, and AI employees in one platform.