Application features
A complete overview: tax and finance, sales CRM, PDF invoicing, time and planning. Here is what IndyCRM offers today.
Tax, financial control and profitability
Track VAT (exemption, thresholds in reports), compute a real daily rate from your activity, and compare profitability by client. Set a revenue goal in your profile and follow progress on the dashboard. Record expenses, view net profit and use the expenses dashboard for category breakdown.
- VAT exemption: regime and threshold tracking in reports
- Real daily rate computed from your activity (not theoretical only)
- Profitability by client: spot your most profitable accounts
- Revenue goal set in your profile + dashboard progress
- Expense tracking, dashboard and net profit
- Expense breakdown by category on the dashboard
Unified CRM and sales workflow
Richer contact records for better qualification. The Kanban pipeline moves opportunities stage by stage visually. Client contract management keeps commitments next to contacts and invoices.
- Structured contact data to qualify and organise your network
- Unified CRM workspace: contacts, pipeline and contracts together
- Kanban-style pipeline for deals and opportunities
- Contract management: create and track agreements with clients
Advanced invoicing and PDF documents
Partial payments on a single invoice until settled. Two PDF invoice layouts (classic or modern), customisable templates, optional workload mention on PDFs. E-sign PDFs in-app alongside editing, sending and tracking.
- Partial payments: payment history per invoice
- Two PDF styles with custom templates (classic / modern)
- Optional workload wording on invoice PDF
- Electronic signature for PDF documents in the app
- Invoice editing, sending and statuses, recurring invoices and multi-currency
Working time, calendar and dashboard
Real hours synced with your work; weekly goals from calendar and settings. Follow-ups tied to your agenda.
- Real time tracked with weekly goals and calendar sync
- Follow-ups alongside your business calendar
- Revenue progress and KPI widgets on the main dashboard
Accounting exports and reports
Easily generate financial reports and export your billing data for your accountant. Simplify your administrative and tax management with purpose-built exports.
- Exports to Excel, CSV and PDF
- Revenue and VAT reports
- Complete history by client
Integration with your accounting software
Connect IndyCRM to your preferred accounting software for seamless synchronisation. Eliminate double entry and ensure the consistency of your financial data.
- Compatible with major accounting software
- Two-way synchronisation
- Simple, guided setup
Data import (Premium)
Easily migrate your existing data to IndyCRM with our intuitive import wizard. Compatible with the most common file formats for a smooth transition.
- Step-by-step guided import wizard
- CSV, Excel and vCard format support
- Intelligent field mapping
- Data validation before import
- Duplicate detection and management