Small Business CRM — Built Into Your Invoice App
Every customer's contact info, address, job history, invoice totals, notes, and reminders — all in one place, without a separate CRM subscription.
Run your entire customer list, jobs and invoices in one place.
What small businesses keep telling us
The problems we hear on every intro call — and how Glo Invoice fixes them.
Separate CRM + invoice tools don't sync
One customer record; every job, invoice, estimate, and note lives on it.
Lifetime value is invisible
See per-customer revenue, jobs, and last-visit date at a glance.
Repeat customer memory
Show up next year and their history is one tap away.
How it works for small businesses
Three steps. Under a minute apiece.
Add customer once
Or import from CSV/PDF.
Every job attaches
Automatic history, notes, photos.
Reminders + follow-ups
Auto-SMS at 30/60/90 days since last visit.
Built for how you actually run the business
One customer, all data
Jobs, invoices, estimates, notes, files.
Lifetime value
Total spend, job count, last visit.
Import from CSV or PDF
Smart mapper handles messy exports.
Auto follow-up SMS
Re-engage customers at 30/60/90 days.
The complete platform, not just an invoice app
Everything small businesses need to run and grow — one login, one bill.
Frequently asked
Also popular with small businesses
Ready to send your first invoice?
14-day free trial, then $9.99/mo. Cancel anytime before it ends. Your data is portable — CSV & PDF export always included.