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Overview & Getting Started

Introduction to BasaltCRM
Initial Setup & Configuration

CRM Core

CRM Core: Contacts & Accounts
Leads & Pipeline Management

Outreach & Growth

Sequences: Automated Outreach
VoiceHub: AI Voice Agents

Automation

FlowState: Visual Workflows

Productivity

Tasks & Project Management

Sales Ops

Invoices & Payments

Learning

CRM University

Developer

API Reference & Developers

Invoices & Payments - Documentation | BasaltCRM

Back to Documentation

Sales Ops

Invoices & Payments

Invoices, Contracts & Payments

Close the loop by turning signed deals into revenue.

Billing Workflow

Mark Won: Opportunity is closed successfully.

Generate Contract: Using built-in E-Signatures.

Issue Invoice: Sent directly to the client via a secure portal.

PortalPay

Clients can view history and pay invoices using Credit Cards or Crypto through their dedicated portal.