Sales Software · Beta

Sales Finance Software — Invoicing & Financial Reporting in CRM

OptiKratos Sales Finance connects deal-level billing to CRM — letting your team create invoices, track payments, and see revenue per contact without switching to a separate finance tool.

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SOC 2 certified, GDPR ready

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Sales Software features

What Sales Finance Software — Invoicing & Financial Reporting in CRM includes

Every capability ships as part of your OptiKratos workspace — no add-ons.

Invoice creation

Generate and send invoices directly from CRM deals in seconds.

Payment tracking

Track invoice status — sent, viewed, paid, or overdue — in CRM.

Revenue per contact

See total revenue, open invoices, and payment history per contact or account.

Finance reporting

Revenue by period, rep, product, or channel — in one dashboard.

Billing automation

Trigger invoice creation automatically when a deal reaches Closed Won.

Multi-currency

Support invoicing in multiple currencies for international customers.

Why OptiKratos

Benefits of Sales Finance Software — Invoicing & Financial Reporting in CRM

Invoice from CRM — no tool switching
Payment status visible on every deal
Revenue reporting without data exports
Billing triggered automatically on deal close
Multi-currency for global teams

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Related features on OptiKratos

Deal ManagementTrack every deal from first touch to closed wonLearn more Product Catalog (CRM)Manage products, pricing, and attach them to dealsLearn more Sales InsightsRevenue dashboards, rep scorecards, and pipeline analyticsLearn more

Sales Finance Software — Invoicing & Financial Reporting in CRM — frequently asked questions

Everything you need to know about Sales Finance Software — Invoicing & Financial Reporting in CRM on OptiKratos.

OptiKratos Sales Finance is a lightweight billing and financial reporting feature embedded in CRM — letting sales teams create invoices, track payments, and view revenue metrics without leaving the platform.

Beta means Sales Finance is available to customers but may receive changes with reasonable notice. Core invoice creation and payment tracking are stable.

No. Sales Finance provides deal-level billing and revenue tracking within CRM. For full accounting, integrate with your existing accounting software via the OptiKratos integrations hub.

Basic recurring invoice creation is included. For full subscription lifecycle management (dunning, entitlements, upgrades), use the Billing & Subscriptions service in the OptiKratos platform suite.

14-day free trial · No credit card

Start using Sales Finance Software — Invoicing & Financial Reporting in CRM today

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Part of Sales Software · SOC 2 · GDPR ready · Dedicated onboarding