Early access SanVoice CRM
Invoicing, accounting and customers in one system
Send invoices that get paid by card or bank transfer, keep your books reconciled to the cent, and see every customer’s calls, jobs and payments in one place. SanVoice sets it up with you and supports it locally — no switching between QuickBooks, a spreadsheet and a separate CRM.
What is included
Everything you use to run the money side of the business
The tools a small business pays for separately — invoicing, payments, bookkeeping, reporting and a CRM — working from the same customer records.
Sales & invoicing
- Invoices, quotes, sales orders and credit notes
- Recurring billing and subscriptions with autopay
- Automatic reminders and a collections list for late payers
- Six branded PDF layouts with your logo and colours
Getting paid
- Card and ACH bank payments through Stripe
- A pay-now link in every invoice email
- Customers can save a card for autopay
- Stripe payouts and processing fees recorded for you
Client portal
- One link for your business where each customer sees all of their invoices
- Customers download PDFs and pay online by card or ACH
- They sign in with a code sent to their email — no passwords to manage
Bills & expenses
- Enter vendor bills and track what is due
- Record expenses against the right account
- Vendor balances and payables aging at a glance
Banking
- Import bank and card statements (CSV, OFX, QFX)
- Review, match, split or mark transfers
- Rules that categorise repeat transactions
- Reconcile to the cent, month by month
- Direct bank feeds are planned
Accounting & reports
- Full chart of accounts and double-entry books
- 30+ reports: Profit and Loss, Balance Sheet, Cash Flow, Trial Balance, General Ledger
- AR and AP aging, sales by customer and by item
- Drill into any number; export PDF or CSV, or print
Customers & pipeline
- Customer and lead records with full history
- Deal pipeline, tasks and follow-ups
- Jobs, calendar and an online appointment scheduler
- Every invoice and payment on the customer record
Your business email
- Connect Gmail, Google Workspace, Zoho, Hostinger, GoDaddy, Yahoo or iCloud by picking your provider
- Invoices, quotes and reminders go out from your own address
- Customer emails and replies appear on the customer record
- Only mail to or from your customers is copied into the CRM
Sales tax
- Tax rates with state and county parts, applied line by line
- A Florida sales tax return worksheet with the numbers for each line
- A report of what to pay for each filing period
Payroll with Gusto
- Connect your Gusto account in a few clicks — no keys to copy
- Every payroll is recorded in your books automatically: wages, employer taxes, benefits and the bank withdrawal
- Gusto pays your team and files payroll taxes; SanVoice keeps the books in step
- Payroll calculated inside SanVoice CRM is planned
Security & languages
- Two-step sign-in required for every user
- Each company’s data kept separate
- Posted records locked; changes leave an audit trail
- Nightly backups
- English, Spanish and French; set up for the US and Haiti
What changes for your business
Less chasing, less re-typing, a clearer picture
Most small businesses lose hours each week moving the same customer between a phone, a spreadsheet, an inbox, an invoicing tool and the books. SanVoice CRM keeps one record from first call to final payment.
SanVoice CRM vs QuickBooks Online
An honest comparison
QuickBooks is a strong product with a big ecosystem. Here is where SanVoice CRM is the better fit, and where QuickBooks still is.
| Feature | SanVoice CRM | QuickBooks Online |
|---|---|---|
| Invoices, payments and bills | Included | Included |
| Bank import and reconciliation | File import; direct feeds planned | Included, with direct bank feeds |
| CRM: leads, pipeline, jobs, scheduling | Included | Basic customer list; full CRM is a separate product |
| Business phone system from the same company | Included | Not offered |
| Set up with you by a local team | Included, in South Florida | Self-serve, or hire help separately |
| English, Spanish and French in the app | Included | Varies by region |
| Payroll in your books | Automatic with Gusto, which handles pay and tax filing | QuickBooks Payroll, a paid add-on |
| Customer portal to view and pay invoices | Included | Included |
| Inventory tracking | Planned | On higher plans |
| App marketplace and accountant network | Not offered | Large marketplace and network |
| Pricing | Book a demo | Published monthly plans |
Choose SanVoice CRM if…
- You want invoicing, books and your customer pipeline in one place
- You would rather have it set up with you than learn it alone
- You want one local company for phones, IT and business software
- Your team works in English, Spanish or French
QuickBooks may suit you better if…
- You want payroll and bookkeeping from the same company
- You track inventory across many products
- You depend on direct bank feeds or third-party apps
- Your accountant only works in QuickBooks
QuickBooks is a trademark of Intuit Inc. SanVoice is not affiliated with or endorsed by Intuit. The QuickBooks column summarises QuickBooks Online as publicly described and varies by plan; check quickbooks.intuit.com for current features and pricing.
Early access
How getting started works
SanVoice CRM is open to a small group of businesses while we finish the remaining features. Early customers are set up personally.
See it with your own work
A short call where we walk through invoicing, payments and reports using examples from your business, and go over pricing.
We set it up with you
Your customer list, opening balances, invoice design and online payments, configured with you rather than left as homework.
Call someone who knows it
Support Monday to Saturday from the Port St. Lucie team that set up your account.
Common questions
Before you switch
If your question is not here, ask it on the demo.
See SanVoice CRM with your own numbers
Book a demo and we will walk through it with examples from your business, and go over pricing for your team.