Bexio is a cloud-based business software that gives you everything you need to run your small business effectively. It helps you send out reminders, manage your contacts and customer relationships, pay invoices, do bank reconciliations, and run your bookkeeping.
UPilot is a simple and effective Sales CRM tool with features like role-based access and control, email tracking, and revenue forecast.
UPilot IntegrationsIt's easy to connect Bexio + UPilot without coding knowledge. Start creating your own business flow.
Create a payment
Create a product based sales invoice.
Send a Sales-Invoice to an E-Mail address.