Know every client, close every deal
A simple, fast CRM that keeps every customer, quote, invoice and conversation in one place, then turns relationships into revenue without leaving the workspace.
- Clients, deals and history in one view
- Built into invoicing
- Free forever
Free forever · No credit card required · Add modules anytime
Unified client records
Contacts, deals, documents and full payment history on one screen.
Sales pipeline
Track leads from first quote to signed deal so nothing slips.
Follow-up reminders
Never lose a hot lead, get nudged to chase quotes and renewals.
Customer statements
One-click statements of account, sent by email or WhatsApp.
Credit control
Set credit limits and terms per client and flag overdue balances.
WhatsApp built in
Reach clients where they are, share quotes, invoices and statements.
One source of truth
Every client conversation in context
Stop digging through inboxes and spreadsheets. Each client record shows their quotes, invoices, payments and outstanding balance together, so anyone on your team can pick up a conversation and know exactly where it stands.
- Full history per customer
- Outstanding balance always visible
- Notes and follow-ups your team can share
CRM that pays off
Where relationships become revenue
A CRM is only useful if it makes you money. Because Paper & Pen ties contacts directly to quotes, invoices and payments, your pipeline reflects real cash. Send a statement, set a credit limit, and convert an interested lead to a paid invoice without switching tools.
- Pipeline tied to real invoices
- Credit limits and terms per client
- Multi-currency client base
Questions
Everything you need to know
Is the CRM free?
Does the CRM connect to invoicing?
Can I set credit limits per client?
Can I message clients on WhatsApp?
Does it support clients in different countries?
Put your clients in one place
Start free and bring every contact, quote and invoice into a single, fast CRM.
Free forever · No credit card required · Add modules anytime