HiveCRM - never lose
track of a customer again.
Every customer, quote, invoice, payment, and interaction in one place. Create professional quotes on your phone while you're still with the customer, convert to invoices in one click, and collect payment via Stripe the same day.
Customer database
Full contact history, notes, and job records for every customer.
Professional quotes
Branded templates with line items, discounts, and one-click email send. Customers can sign on screen and accept your T&Cs. Now with Interactive Quotes.
Stripe payments
Optional card payment links on invoices, or use your own payment methods. Included on all plans.
Recurring invoices
Automatic invoicing for maintenance contracts and regular customers.
Full feature set
Everything you need to manage customers
From first contact to final payment - all connected, all in one place.
Customer database
Store contact details, addresses, notes, and full job history. Powerful search finds any customer instantly, even on mobile.
Professional quoting
Branded quote templates with line items and discounts. Send via email from your phone while you're still on site. Ask customers to sign and accept your T&Cs, with a PDF certificate of completion for every signed quote. See Interactive Quotes →
Recurring invoices
Set up automatic recurring invoices for maintenance contracts, monthly services, or subscription work.
Payment tracking
Track paid, pending, and overdue invoices. An invoice reminder board helps you chase without losing track.
Quote-to-invoice in one click
Accepted quote? Convert to invoice instantly - all pricing and customer details transfer automatically.
Invoice from the jobNew
No quote? Raise the invoice from the finished job with its site address and order (PO) number, and tick in the stock used, costs logged and hours clocked.
Credit notesNew
Credit all or part of a sent invoice with a reason, then email it with the PDF attached. Record a refund or hold the credit for the customer. Syncs to Xero and QuickBooks.
Billing details & terms
Store each customer's VAT number, company number, payment terms (30 days, end of month or on receipt), default subsidiary and whether they need an order number on invoices.
Stripe payments
Optional payment links on invoices so customers pay with one click, or carry on with your own payment methods. Included on all plans.
Inventory management
Track stock levels, manage purchase orders, and keep supplier records. Low-stock alerts and full audit trails.
Customer portal
Each customer gets their own secure login to view jobs, approve quotes, and pay invoices. Included in all plans.
Location records
Keep every site or service address on the customer, with notes, contacts, documents and history linked to quotes, invoices and jobs.
Tags, import & export
Filter customers by tag, export to CSV, and import a spreadsheet with a review step that explains any problem rows in plain English. Tag the whole import so you can find that batch later.
Deposit & balance invoices
Take a deposit when a quote is accepted, then raise the balance invoice automatically with a due date set from the event date.
Xero & QuickBooks sync
Customers, quotes, invoices, credit notes, ledger entries and purchase orders sync to Xero or QuickBooks so your accounts stay up to date.
Built for contractors
Why contractors choose HiveCRM
Mobile-first design
Quote on-site from your phone. Send it before you leave the customer - or, with no signal on Android, set it to send as soon as you are back online.
Save hours a week
Everything links together - quotes become invoices, jobs link to customers, payment history is always visible.
Get paid faster
Invoices with Stripe payment links get paid significantly faster than paper or email-only invoices.
Look more professional
Branded quotes and invoices with your logo make you look established and help you win more work.
Part of the full HiveSuite platform
HiveCRM is one of four products in HiveSuite. Your customer records, quotes, invoices, and payments all connect to your jobs, schedule, team, and analytics in a single system.
Try HiveCRM today
Stop losing track of customers and payments. Get everything organised in one system - free for 30 days.
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