CRM with Accounting
CRM and accounting work best when they’re in the same system. When you create an invoice, it should tie to the customer record and update the ledger without exports or integrations. PrimeBase is built that way: one customer, one ledger, one place for receivables and history.
Connect CRM and accountingWhy CRM and accounting must be native
If your CRM and accounting are separate, you end up re-entering data, syncing spreadsheets, or paying for fragile integrations. When they’re native, one action—create an invoice—updates both the customer view and the books. That’s fewer errors and less busywork.
Customer to invoice to ledger
From a customer record you create an invoice; the invoice posts to the ledger and shows up in receivables. Payment recording updates both. That flow is automatic in PrimeBase, so your team stays in one app from first contact to paid invoice.
How CRM accounting software works in PrimeBase
Invoices are created from the customer (or project) and post to accounts receivable and revenue automatically. When you record a payment receipt, it reduces AR and updates cash; customer credit and debit notes adjust the ledger so your books stay correct. There’s no export or sync—CRM and accounting share the same data. That’s crm accounting software built for small teams who need one system.