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If you’re a business looking to shift towards productizing services, efficient billing and invoicing tools become paramount. In leveraging the power of CRM tools, several robust billing and invoicing solutions have emerged. In this top ten piece, we explore the best tools tailored for service delivery productization.



Key Features: Conga offers comprehensive document generation and automation tools, seamlessly integrated with Salesforce. It enables users to create professional invoices, quotes, and contracts, enhancing the efficiency of the billing process.

Benefits: Streamlined workflow, automated document creation, and e-signature capabilities contribute to faster invoicing cycles and improved client communication.

2. XERO:

Key Features: Xero is a cloud-based accounting software that syncs effortlessly with Salesforce. It provides real-time financial insights, automated invoicing, and supports multiple currencies, making it an ideal choice for businesses with global clientele.

Benefits: Easy reconciliation, expense tracking, and a user-friendly interface ensure accurate financial management, fostering the productization of services.



Key Features: Breadwinner serves as a robust connector between Salesforce and accounting systems, enhancing billing and invoicing capabilities. It streamlines order-to-cash processes and supports complex billing scenarios.

Benefits: Improved accuracy in financial data, enhanced visibility into billing processes, and automation of repetitive tasks contribute to a more efficient service delivery model.

Key Features: Chargebee is a subscription billing solution that integrates seamlessly with Salesforce. It supports complex billing models, including metered billing and tiered pricing, facilitating the productization of subscription-based services.

Benefits: Automated subscription management, invoicing, and revenue recognition streamline financial operations and support scalable service delivery models.


Key Features: Zuora focuses on subscription billing and revenue recognition, offering advanced features for businesses with recurring revenue models. It integrates seamlessly with Salesforce, providing end-to-end visibility into the customer lifecycle.

Benefits: Streamlined subscription management, flexible pricing models, and robust reporting contribute to efficient service productization.

Key Features: Invoiced is a billing automation platform that integrates with Salesforce, offering features like recurring billing, automated dunning, and payment processing. It's particularly useful for businesses looking to automate invoicing processes.

Benefits: Improved cash flow, reduced manual intervention, and enhanced customer experience contribute to the seamless delivery of productized services.

Key Features: Z-Billing, a component of the Zuora suite, seamlessly integrates with Salesforce to provide comprehensive billing and subscription management capabilities. It supports complex pricing models, usage-based billing, and facilitates accurate revenue recognition.

Benefits: Unified data management, real-time insights into subscription metrics, and automated billing workflows contribute to efficient service delivery and financial management.

Key Features: Sage Intacct is a cloud-based accounting solution that integrates with Salesforce. It offers robust financial management capabilities, including multi-entity support and advanced reporting.

Benefits: Improved financial visibility, automation of complex accounting processes, and scalability support the productization of services.

Key Features: Freshbooks is an easy-to-use and scalable billing option. It integrates seamlessly with Salesforce, supporting complex pricing models and billing scenarios. Freshbooks is ideal for small to medium-sized businesses looking to scale.

Benefits: Automation of tasks such as invoicing, time-tracking, and organizing expenses, customizable invoice payment terms, and preview invoices before sending.

Key Features: QuickBooks Online is a popular accounting software that integrates with Salesforce, offering features like invoicing, expense tracking, and financial reporting. It caters to small and medium-sized businesses looking for a user-friendly billing solution.

Benefits: Simplified financial management, ease of use, and comprehensive accounting features support businesses in the productization of their services.


Choosing the right billing and invoicing tool built is crucial for businesses aiming to productize their services. Whether it's automating complex billing scenarios, streamlining subscription management, or ensuring accurate revenue recognition, these top ten tools provide the necessary features and integrations to drive efficiency in service delivery. Evaluate each solution based on your business needs to find the perfect fit for your productization journey.

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