Sales CRM · From $14/month · Unlimited users

Close deals faster.
Invoice instantly.
Get paid sooner.

Encarmo Sales CRM connects your pipeline, contacts, and deals directly to invoicing, accounting, and inventory — in one platform. Win a deal and raise the invoice in one click. No manual data transfer. No disconnected tools. From $14/month with unlimited users — not $14 per seat.

★ 4.8· 2,400+ businesses · CRM · Invoicing · Accounting · Payroll · All in one platform
No credit card required·14-day free trial·Unlimited users — not per seat·Cancel anytime
encarmo.app/crm/pipeline
Proposal 2
Vertex Retail
$4,800
Orbit & Co
$2,150
Negotiation 1
Quanta Ltd
$6,400
Won 1
Northwind Co
$8,200
Raise Invoice →
Invoice sent · synced to Accounting · 28 sec
G2 Crowd
4.8★★★★★
820 reviews · “Leader” badge
Capterra
4.7★★★★★
640 reviews · Top 5 in category
Trustpilot
4.9★★★★★
2,400+ reviews · Excellent
Product Hunt
4.9★★★★★
#1 Product of the Day
01 · The problem with how most businesses manage sales

Your sales team closes the deal.
Then spends an hour manually creating the invoice.

Most businesses run sales and finance in completely separate systems. The CRM tracks the relationship up to the close. Then someone has to manually copy the deal details into the invoicing tool. Then someone else has to post the payment to the accounting ledger. And if the deal involved products, someone needs to check stock levels in a third system — separately.

The result is a pipeline your finance team can't see, invoices that get delayed because the sales team didn't hand over the deal notes, payments that get missed because nobody reconciled the CRM with the accounts, and a customer profitability picture that nobody can actually see because the data is spread across three different tools.

And then there's the cost. Most CRM software charges per user, per month. Add five sales reps, an account manager, and a sales director, and you're paying $150–$400/month before you've added a single integration. Scale to ten people and the bill doubles. The CRM gets expensive before it gets useful.

Standalone CRM + separate tools
CRM data manually transferred to invoicing after every deal
Finance team can't see pipeline — works from separate records
Per-seat pricing that compounds as the team grows
No live stock visibility when making sales commitments
Customer profitability requires pulling data from multiple systems
Sales activity logged manually or not at all
Won deal → invoice delay of hours or days
No connection between sales performance and payroll costs
Encarmo Sales CRM
Won deal converts to invoice in one click — no manual transfer
Finance sees the same live pipeline data the sales team uses
$14/month unlimited users — add the whole team for the same price
Live inventory levels visible inside every deal record
Revenue, cost, and margin visible per customer, per deal, per period
Email sync logs activity automatically — no manual entry
Invoice raised the moment the deal is marked won
Sales commissions, payroll, and pipeline all on one platform

Businesses on Encarmo reduce the time between deal closed and invoice sent by an average of 87% — and eliminate manual CRM-to-invoice data entry entirely.

02 · How it works

From first contact to paid invoice.
One platform. No manual steps.

Encarmo CRM manages the full sales lifecycle — from lead capture through to invoiced, paid, and reconciled in your accounts. Here's what that looks like end to end.

1

Capture leads automatically

Embed Encarmo lead capture forms on your website, landing pages, or link from your email signature. When a prospect submits, a contact record is created automatically, the lead is assigned to the right rep, and a follow-up task is created — without anyone manually entering the submission into the CRM.

Forms embed with one line of code. No third-party form tool required.
2

Track every deal through your pipeline

Move deals through fully customisable pipeline stages — from first contact through to qualification, proposal, negotiation, and close. See the full value of each stage at a glance. Set probability weightings per stage for accurate sales forecasting.

Drag-and-drop pipeline management. Visible to your whole team in real time.
3

Win the deal — raise the invoice in one click

When a deal is marked as won, Encarmo creates a draft invoice pre-populated with the client's details, the deal value, the agreed line items, and the payment terms — ready to review and send in seconds. No copying. No switching tools.

Draft invoice auto-populated from deal data — edit before sending or approve and send immediately.
4

Payment received — books updated automatically

When the client pays, the payment is matched against the invoice automatically via your bank feed. Accounts receivable clears. Revenue posts to your accounting ledger. The deal record in the CRM updates to show the invoice as paid.

Full close-to-cash cycle completed automatically — close, invoice, pay, reconcile.
Pipeline board — deal detail panel with Raise Invoice
Proposal
Vertex Retail
$4,800
Orbit & Co
$2,150
Negotiation
Quanta Ltd
$6,400
Won
Northwind Co
$8,200
Northwind Co · $8,200
ContactM. Reuter
StageWon
Close dateToday
OwnerJ. Köhler
Raise Invoice →
03 · What's included

Every CRM feature your sales team needs — connected to the rest of your business.

No per-seat fees. No feature gating by pricing tier. Every feature listed below is included in the Sales CRM module from $14/month — for your entire team, unlimited.

01

Contact and Company Management

Store, organise, and manage every contact and company your business has a relationship with — prospects, clients, suppliers, and partners — in a single searchable database. Every interaction, every deal, every invoice, and every email associated with a contact is visible on their record.

Supports individual contacts and company records with multiple contacts per company.
02

Visual Sales Pipeline Management

Track every active deal through a visual, drag-and-drop pipeline with fully customisable stages. See total pipeline value at each stage. Filter by sales rep, deal size, close date, or product line. Every stage change is timestamped and logged automatically.

Create multiple pipelines for different products, services, or sales motions.
03

Lead Capture Forms and Inbound Lead Management

Embed lead capture forms on your website or landing pages with a single snippet of code. When a prospect submits, their contact record is created, the lead is routed to the right team member, and a follow-up task is created automatically.

Lead routing rules based on geography, product interest, company size, or round-robin assignment.
04

Deal Tracking and Sales Forecasting

Create a deal record for every sales opportunity, with deal value, expected close date, pipeline stage, and probability of close. Encarmo aggregates your open deals into a live sales forecast showing what your pipeline is realistically worth.

Sales forecasting updates in real time as deals move through the pipeline.
05

Email Sync and Automatic Activity Logging

Connect your email inbox to Encarmo and every email sent to or received from a contact is automatically logged to their record — without any manual entry. Track whether your emails have been opened and your links clicked.

Supports Gmail, Outlook, and any IMAP-compatible email provider.
06

Sales Automation and Follow-Up Sequences

Automate repetitive sales tasks so your team spends time selling, not administrating. Create follow-up sequences that trigger automatically based on deal stage, time elapsed, or prospect behaviour.

Sequences can be paused automatically when a prospect replies — preventing awkward over-automation.
07

Task and Activity Management

Create tasks for calls, follow-ups, meetings, proposals, and any other sales activity — assigned to specific team members, linked to specific contacts and deals, with due dates and priority levels.

Task completion triggers automatic next actions — calls lead to proposals, proposals lead to follow-up emails.
08

Quotes and Proposals — Linked to Deals

Generate professional, branded quotes and proposals directly from a deal record — pre-populated with the client's details and the deal's line items. When approved, convert it to an invoice in one click.

Quote templates save time on standard offerings. Custom fields handle complex, configurable deals.
09

Sales Reporting and Analytics

See your team's performance, your pipeline health, and your revenue trajectory from a single reporting dashboard. Drill into individual rep performance — deals created, deals closed, average deal size, conversion rate.

All reports update in real time. No export required. Filter by rep, pipeline, period, or deal size.
10

Team Collaboration and Deal Assignment

Assign deals, contacts, and tasks to any team member. Tag colleagues in deal notes to pull them into a conversation. Set visibility rules so reps see only their own deals, or managers see the full team's pipeline.

Role-based pipeline visibility. Rep-level, team-level, and full-access permissions configurable per user.
04 · Platform advantage

The only sales CRM that's also your accounting, invoicing, and inventory system.

Standalone CRMs manage relationships up to the sale. Encarmo manages the relationship from first contact through to paid invoice, reconciled in your books, with every system updated automatically — because they're all the same platform.

CONNECTION 01 · THE DIFFERENTIATOR

CRM + Invoicing

The moment a deal is marked as won, Encarmo creates a draft invoice from the deal data — client name, billing address, deal value, line items, payment terms — ready to send in seconds. No switching tools. No emailing deal details to accounts. No waiting for someone to manually raise the invoice. The client receives their invoice within minutes of the deal closing. You get paid faster because the process that used to take hours takes one click.

What stops happening: manually re-entering deal details into your invoicing tool after every sale.
CONNECTION 02

CRM + Accounting

Revenue from every closed deal flows directly into your accounting ledger when the invoice is paid — automatically, without any manual journal entry. Your finance team sees the same pipeline data as your sales team. At any point in the month, they can see open pipeline, invoiced revenue, and collected revenue alongside costs, payroll, and operating expenses.

What stops happening: finance asking sales for a pipeline update that doesn't match the accounting records.
CONNECTION 03

CRM + Inventory

Your sales team can see live stock levels from inside every deal record. Before committing to a delivery date or a specific volume, reps see exactly what's available, what's on order, and when replenishment arrives — without leaving the CRM or calling the warehouse. Deals can be linked to stock reservations, holding inventory for a specific customer before the invoice is raised.

What stops happening: sales reps committing to inventory that doesn't exist, then reversing orders after the deal is won.
CONNECTION 04

CRM + Scheduling

Book discovery calls, product demos, client meetings, and onboarding sessions directly from within the CRM — using Encarmo's Scheduling module. When a prospect books, the meeting appears in the deal record, the rep's calendar, and the client's confirmation email simultaneously. Follow-up tasks are created automatically.

What stops happening: managing demo bookings in a separate scheduling tool with no link to the deal record.
CONNECTION 05

CRM + Payroll

See your total sales payroll cost alongside your pipeline revenue at any time. Understand your true cost of sale by comparing your sales team's compensation against the revenue they've closed. When commission structures are tied to deal values or revenue targets, Encarmo's payroll module can calculate and pay commissions directly.

What stops happening: calculating sales commission from a pipeline export and a payroll spreadsheet at month-end.
CONNECTION 06

CRM + Reporting

Analyse your sales performance alongside every other business metric from a single dashboard. See pipeline conversion alongside gross margin. Compare revenue per sales rep against their payroll cost. Understand which customer segments are generating the highest lifetime value.

What stops happening: pulling data from four systems to answer a single question about sales team profitability.
Invoicing
Accounting
Inventory
Sales CRM$14/month module
Scheduling
Payroll
Reporting
05 · From real customers

Real sales teams. Real pipelines. Real revenue.

Verified reviews from G2, Capterra, and Trustpilot — from businesses that replaced their sales and CRM setup with Encarmo.

★★★★★

“We ran our sales pipeline in one tool and raised invoices in another. Every time a deal closed, someone on the team had to manually enter the client details, the project scope, and the agreed price into our invoicing system. It took 20–40 minutes per deal and introduced errors constantly. Since switching to Encarmo, a won deal raises an invoice in one click. Our invoices go out the same day the deal closes — sometimes within an hour. Our average days-to-payment dropped from 38 to 19 in three months.”

JK
Jonas Köhler
Co-founder · Brick & Pixel Studio · Creative agency, 18 employees
★★★★★

“We had five sales reps each paying separately for CRM software — which meant five different sets of deal data that nobody was ever looking at holistically. The sales director had no real-time visibility into the team's pipeline. Switching to Encarmo put everyone on the same platform for $14 a month total, not $14 per person. Now the whole company — sales, finance, and management — looks at the same live data.”

TF
Tomás Ferreira
Sales Director · Sealine Logistics · Logistics and distribution, 47 employees
★★★★★

“I'm the only salesperson in the business, which means I was also doing my own invoicing, my own follow-up, and my own reporting. The mental overhead of tracking everything across a CRM, an invoicing tool, and a spreadsheet was significant. Encarmo collapsed all of that into one place. I track leads, manage my pipeline, raise invoices when deals close, and see my revenue against my targets — from the same dashboard. The email sync alone saved me about two hours a week.”

LO
Lena Okafor
Founder · Okafor Brand Consulting · Independent consultant
G2: 4.8 / 5.0  ·  Capterra: 4.7 / 5.0  ·  Trustpilot: 4.9 / 5.0

Read all 2,400+ reviews →  or  See customer case studies →
06 · How Encarmo compares

A sales CRM that closes the deal and raises the invoice. Nothing else does that.

Most CRM platforms manage relationships. Encarmo manages the entire revenue cycle — from first contact to paid invoice to reconciled in your accounts — in one connected platform.

FeatureEncarmoContact-management toolsMarketing-heavy CRMEnterprise CRM
Contact and company management
Visual sales pipeline
Deal tracking and forecasting
Email sync and activity loggingLimited
Lead capture forms — built inLimited
Sales automation and sequencesNo
Quotes and proposals — built inNoAdd-onAdd-on
Sales reporting and analyticsLimited
Invoicing — one click from won dealNoNoAdd-on
Accounting auto-reconciliationNoNoNo
Inventory visibility in deal recordNoNoNo
Scheduling — built inNoLimitedAdd-on
Payroll connectedNoNoNo
Unlimited users — no per-seat feeNoNoNo
Free accounting + invoicing includedNoNoNo
Price for a 5-person sales team$14/month$60–125/mo$225–450/mo$375–1,500/mo

Contact-management tools

Simple, affordable, and genuinely useful for managing contacts and basic pipeline visibility. The ceiling appears when you need email automation, lead capture, quotes, or any connection to invoicing and accounting. These tools stop at the close — everything after the deal is won requires a separate system and a manual data handoff.

Marketing-heavy CRM platforms

Built primarily around marketing automation, email campaigns, and lead nurturing — with sales pipeline added as an extension of the marketing function. The sales features are strong, but the pricing scales with your team by the seat. A 10-person sales and marketing team can easily reach $500–800/month before add-ons.

Enterprise CRM systems

Comprehensive, deeply configurable platforms built for organisations with large sales teams, complex deal structures, and dedicated CRM administrators. The functionality is real. So is the implementation project, the configuration cost, the training requirement, and the monthly bill.

Want a deeper breakdown? → See our full comparison guides
07 · Simple, modular pricing

A sales CRM for $14 a month. For your entire team.

Not $14 per seat. Not $14 for the first user and more for everyone else. $14/month flat — for as many users as you need. Add your full sales team, your account managers, your CEO, and your finance director. The price stays the same.

Sales CRM
$14
per month · unlimited users
Unlimited contacts and companies
Unlimited deals across unlimited pipelines
Unlimited users — no per-seat fees
Visual drag-and-drop pipeline management
Lead capture forms with automatic routing
Email sync and activity auto-logging
Sales automation and follow-up sequences
Deal tracking and sales forecasting
Quotes and proposal generation
One-click invoicing from won deals (free Invoicing)
Sales reporting and team analytics
14-day free trial · Cancel anytime
Start free trial — no card needed →

The per-seat pricing problem

The CRM industry runs almost entirely on per-seat pricing. Every user costs more. Here's a 5-person sales team, compared:

Contact-management tool$60–125/mo
Marketing-heavy CRM$225–450/mo
Enterprise CRM$375–1,500/mo
Encarmo CRM — 5 or 50 people$14/mo

The difference isn't a feature trade-off. It's a pricing model decision. Encarmo charges per platform, not per person, because your whole company should see the same customer data — not just the people whose seat you're paying for.

More powerful together

Here's what each connection adds to the Sales CRM module:

AccountingRevenue posts automatically when invoices are paidFree
InvoicingWon deal → invoice in one clickFree
InventoryLive stock visibility inside every deal record$12/mo
SchedulingBook demos and meetings from inside the CRM$9/mo
PayrollSales commissions calculated and paid automatically$19/mo
CRM + Invoicing + Accounting + Scheduling$23/mo
See full module pricing →
No credit card for trialCancel anytimeUnlimited users on every planFree invoicing and accounting includedWe import your existing contacts
08 · Built for every type of sales team

A CRM designed for the way your business actually sells.

Agencies and Creative Studios

Manage client relationships, new business pipelines, and project proposals from the first enquiry to the signed brief. Raise invoices from won deals in one click — pre-populated with the agreed scope and fee. See your pipeline value against your capacity to deliver.

Service Businesses

Track leads, follow-ups, and quotes for service bookings — and convert accepted quotes to invoices without manual re-entry. Connect the CRM to Encarmo Scheduling so clients can book directly from a deal confirmation.

Wholesalers and Distributors

Manage trade accounts, track repeat order patterns, and identify which customers are due for a reorder conversation. Live inventory visibility inside each deal means your sales team never commits to an order they can't fulfil.

B2B and Professional Services Sales

Track longer sales cycles with multiple stakeholders, formal proposal stages, and complex deal structures. Attach documents, contracts, and proposals directly to deal records. Log every stakeholder interaction.

Construction and Trade Businesses

Manage project enquiries, quote requests, site assessments, and contract negotiations from a single pipeline. Generate quotes pre-populated with materials, labour rates, and project scope — linked to inventory and payroll data.

Retail and E-Commerce (Trade and Wholesale)

Manage wholesale and trade accounts alongside your regular sales pipeline. Track B2B buyers differently from retail customers, with trade pricing, credit terms, and account history visible on every contact record.

Common questions

What sales teams ask before switching to a new CRM.

These are the questions that come up most before businesses switch CRMs. Anything else, our team responds in under 2 hours during weekdays.

How exactly does the CRM connect to invoicing — what's the one-click experience?
When a deal is marked won, Encarmo creates a draft invoice pre-populated with the client's details, deal value, line items, and payment terms, ready to review and send in under 30 seconds.
Can I import my existing contacts and deal history?
Yes. Import from CSV, spreadsheet, or vCard, with support team migration assistance from common CRM platforms, typically completed within one working day.
How does email sync work — does it log emails automatically?
Connect Gmail or Outlook and every email to or from a contact is automatically logged to their record, with tracked opens and click tracking on outbound emails.
Can I customise my sales pipeline stages?
Yes. Stages are fully customisable, with support for multiple pipelines, probability weightings, and automatic triggers on stage entry or exit.
How do multiple sales reps share the CRM without overwriting each other's data?
Each rep has role-based permissions and deal ownership; all activity is attributed to the user who performed it, with configurable cross-team visibility.
Does Encarmo support multiple sales pipelines for different products or services?
Yes. Create as many pipelines as your sales operation requires — each with its own custom stages, deal records, and reporting views. A new business pipeline can have different stages from a renewal pipeline or a partnership pipeline. Each has its own value metrics, conversion reports, and forecasting — viewable individually or consolidated.
What happens to my CRM data if I cancel my Encarmo subscription?
Your data belongs to you. Before or after cancellation, you can export your full contact database, deal history, activity log, and pipeline records in standard CSV and JSON formats. We retain your data for 90 days after account closure, then permanently delete it. You are never locked in.
Can leads captured on my website go directly into the CRM pipeline?
Yes. Encarmo's lead capture forms embed on any website with a single line of code — no third-party form tool required. When a prospect submits the form, a contact record is created automatically, the lead is routed to the right rep, and a follow-up task is created with the right due date. The lead enters the CRM at the pipeline stage you define.
Start today

From first contact to paid invoice.
One platform. One price.

We import your existing contacts. Your pipeline is live the same day. The first time a deal closes and an invoice raises itself — automatically, from the deal data you already entered — you'll wonder how long you were doing it the slow way.

$14/month for your entire team. Free invoicing and accounting connected from day one. Scheduling, inventory, and payroll when you're ready to add them.

“The first deal we closed in Encarmo, the invoice was in the client's inbox before I'd finished updating my notes. I'd spent years assuming that was just how it worked — close the deal, then spend an hour raising the invoice. It doesn't have to be.”

— Encarmo customer, agency, previously using two separate tools for CRM and invoicing
No credit card required·14-day free trial·Cancel anytime·Unlimited users — not per seat·Free invoicing + accounting included·We import your contacts
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