Why finance belongs inside the CRM, not next to it
A deal that closes in the CRM but gets invoiced in a separate accounting tool means someone, usually a finance ops person, re-typing commission percentages, customer details, and payment terms by hand. Leadi5's finance module uses the same lead and deal record from close to invoice, so nothing is re-entered.
What Leadi5's finance module covers
- Commission tracking: set commission rules per agent, team, or project, and have them calculate automatically the moment a deal closes.
- Revenue dashboards: monthly revenue, commissions paid, and target attainment, visible to admins and team leads without exporting a spreadsheet.
- GST-ready invoicing: generate invoices with 18% GST applied correctly for Indian compliance, including UPI payment links and QR codes for faster collection.
- Billing customer management: maintain customer and billing details once, reuse them across every invoice and quotation for that account.
- Reimbursements: employees submit expense claims, with an approval workflow tied to the same org structure as HR.
Example: from closed deal to paid invoice
A rep marks a lead as "Closed Won" with a final sale price. Leadi5 calculates the agent's commission based on the configured rule, generates a GST-compliant invoice for the buyer, and surfaces both on the finance dashboard, all without finance re-keying a single number from the CRM.
Pairs with HR
Commission and payroll both draw from the same team and performance data as Leadi5's HR module, so a rep's attendance, closings, and payout are consistent across every report.
See pricing or book a demo to see a deal flow from closing to invoice in Leadi5.