Finance & Collections

Quote confidently, invoice professionally, collect payments, control expenses, and see business financial activity.

  • Generates quotes and invoices quickly
  • Tracks payments and overdue accounts
  • Integrates expense and accounting management

Best for: Tax & Accounting, Finance & Insurance, Professional Services, Home & Field Services.

Works on top of the Basic CRM ($27/month) or any Leobri Workspace. No setup or activation fee. Third-party usage (SMS, WhatsApp, voice, AI, payment processing, cloud storage, and external APIs) is billed separately by the provider.

Quote, invoice, accept payments, track expenses, and manage accounting workflows effortlessly.

$34.00 / Month