Most important tools for invoicing and customers relationship management
Send invoices electronically or send them yourself, keep track of your customers and send reports to your bookkeeper. You can also create offers, check customer payment defaults and monitor the status of your invoices (due, paid, unpaid, drafts)
Use anywhere and anytime with any device. As long as you have a web browser you’re good to go. Your information is always with you. Start invoicing for free or read more below.
No credit card. No commitments.
Always send invoices the way your customer wants to receive them
![](https://www.isolta.ee/wp-content/uploads/sites/5/2024/02/invoice-sending.png)
From Isolta, you can send an invoice traditionally by mail or modernly in electronic form. You can find more information about electronic invoicing here.
Customer management (CRM)
You are an entrepreneur. You have customers (or you won’t be an entrepreneur for long). How do you keep track of your customers’ purchases, contacts and the things you have promised?
In a calendar?
By e-mail?
In your notebook?
In an Excel file?
In your head?
From now on, all information about every interaction between you and each of your customers should be stored in Isolta. Why? Because it already contains information about the customer’s purchases. E-mails, notes and other things that have been agreed upon can also be conveniently stored there.
Reporting to your accountant
All companies have an accounting responsibility, and the entrepreneur is responsible for implementing it. In our experience, it’s often best to do accounting together with an expert. We recommend sending finished reports to an accounting firm. This will make the accountant’s job easier, which will save time and accounting costs.
Isolta gives you a clear accounting report every month, with which your accountant is able to log all sales events in a few entries.
![](https://www.isolta.ee/wp-content/uploads/sites/5/2024/02/sales-report.png)
No credit card. No commitments.