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Invoice Billing Automation

Services

Brief and project description

Turn closed deals into cash and kickoff in minutes.

This system gives your buyers a clean, branded payment experience while Stripe handles the charge and your CRM updates itself, so sales, ops, and finance always see the same truth without anyone chasing invoices or copying data.

You’ll get faster cash flow, fewer errors, and a smoother handoff from sales to delivery: reps trigger payment in a click, clients pay in seconds, your team starts work immediately, and leadership gets clear, real-time visibility into revenue and status.

  • Generate a secure checkout/invoice in one click from your CRM
  • Collect the setup fee now and activate the subscription in the same flow
  • Instant CRM sync (stage → Active, plan, owner notifications)
  • Failed-payment alerts with simple recovery steps (no manual chasing)
  • Branded checkout & receipts + clean reporting for finance
Strategy
Billing & subscription workflow
Checkout/invoice generation from CRM
CRM sync & pipeline automation
Design
Branded Stripe checkout & receipts
CRM stages/labels (Paid, Active)
Client
B2B SaaS startups • Agencies & service SMBs • RevOps / Sales Ops / Finance leads
Live Project

pricingChoose the plan that fits your needs

Starter
Small teams that need quick lead triage
Sell up to 3 offers (e.g., setup fee + 2 subscriptions).
Clean Stripe checkout & invoice with your branding.
Schedule the first subscription charge (e.g., start in 30 days).
CRM status updates on payment (Paid/Active, notes for failures).
3 minor tweaks per month included.
Support via our dashboard ticketing (reply within 1 business day).
Delivery time: ~5 business days.
$1200 One-time setup
$500 Monthly fee*
Get started
Unlimited
Great for private individuals
100 Users
Unlimited Projects
Download prototypes
100 Gb workspace
$199
/mo
Get started
Popular
Growth
Growing teams with multiple funnels & follow-ups
Everything in Starter, Plus:
Sell more offers with discounts, upgrades/downgrades, proration.
Failed-payment recovery (automatic retries, reminders, owner alerts).
Multi-app workflow (CRM + Slack/Teams alerts + project kickoff tasks).
5 full revisions per month included.
Priority support via our dashboard chat (4-hour SLA).
Delivery time: ~7–10 business days.
$3500 One-Time Setup
$800 Monthly fee*
Get started
Starter
Small teams that need quick lead triage
Up to 100 leads scored / month
Company enrichment
Simple A / B / C score saved to Google Sheet or CRM
Weekly CSV report to inbox
1 minor tweak to scoring rules per month
Email support (next-business-day)
$400 One-time setup
$199 Monthly fee*
Get started
Unlimited
Great for private individuals
100 Users
Unlimited Projects
Download prototypes
100 Gb workspace
$199
/mo
Get started
Popular
Growth
Growing teams with multiple funnels & follow-ups
Up to 400 leads scored / month
Up to 3 form sources (site, landing pages, webinars)
Fit + intent score written to HubSpot / Salesforce
Automated email sequence for high-fit leads that don’t book a call
Slack / Teams alert for “A-grade” leads
Bi-weekly dashboard (Lovable) + CSV export
3 revisions to rules, emails, or fields per month
Priority chat + email support (4 h SLA)
$900 One-Time Setup
$499 Monthly fee*
Get started
Scale
Multi-team or enterprise orgs focused on continuous optimisation & benchmarking
Up to 1,000 meeting transcripts analysed per month
Unlimited data sources (any call platform, CRM, ticketing tool, analytics warehouse)
Real-time refresh (<60 sec) for live coaching and war-room visibility
White-label dashboards (custom logo, colours, domain)
Dedicated n8n workspace for bespoke automations & webhooks
Unlimited user seats and unlimited revisions (within reasonable scope)
$3,500 One-Time Setup
$1,499 Monthly fee*
Get started

It collects setup fees and starts subscriptions automatically using Stripe. The workflow is flexible, fast, and works for almost any billing scenario.

Stripe gives you reliable payments, global coverage, and strong security. It also lets you customize billing flows without complex engineering.

They get a clean, branded Stripe checkout that takes seconds to complete. After paying, Stripe sends receipts and your CRM updates instantly.

The system syncs payment status, plan details, and deal stages right after Stripe processes the charge. Your team always sees real-time, error-free data.

Stripe charges the customer automatically and manages all renewals for you. It also supports upgrades, downgrades, discounts, and scheduled start dates.

Stripe retries the charge and sends reminders based on your rules. You get simple alerts so your team knows exactly what’s happening without manual chasing.