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About

InvoicifyAI is an invoicing + lightweight CRM platform with built-in AI voice agents that help small businesses follow up on leads, estimates, and overdue invoices. Create estimates, convert them to invoices, accept payments via shareable links, and track expenses with receipt capture and OCR. For accounts receivable, the Invoice Reminder/Collections agent can call customers, log outcomes, and generate next steps (e.g., schedule a follow-up, note a promised payment date, or flag a “do not call” request). InvoicifyAI also includes pipeline tracking (leads/opportunities), activity timelines, reporting (including profit & loss), and a Document Hub that enables search + chat across company and customer documents. Designed for service businesses that want fewer manual follow-ups and clearer visibility into cash flow.

About

QuoteLasso is a web-based estimate follow-up tool for small contractors, including roofers, painters, remodelers, and landscapers. Users can forward or BCC an estimate email, enter an estimate manually, or import estimates from a CSV file. The service schedules a three-message follow-up sequence, with default sends 2, 5, and 10 days after an estimate is sent; users can customize the message templates and send messages manually instead of enabling automatic delivery. On paid plans and during the 14-day trial, follow-ups can be sent automatically. When a customer replies, QuoteLasso forwards the response to the user's inbox and stops the remaining scheduled follow-ups. Follow-up emails include an opt-out link. QuoteLasso focuses on estimate follow-up rather than CRM pipelines or reporting.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

InvoicifyAI is an invoicing + lightweight CRM platform with built-in AI voice agents that help small businesses follow up on leads, estimates, and overdue invoices. Create estimates, convert them to invoices, accept payments via shareable links, and track expenses with receipt capture and OCR. For accounts receivable, the Invoice Reminder/Collections agent can call customers, log outcomes, and generate next steps (e.g., schedule a follow-up, note a promised payment date, or flag a “do not call” request). InvoicifyAI also includes pipeline tracking (leads/opportunities), activity timelines, reporting (including profit & loss), and a Document Hub that enables search + chat across company and customer documents. Designed for service businesses that want fewer manual follow-ups and clearer visibility into cash flow.

Audience

Small US contractors (roofers, painters, remodelers, landscapers) who send estimates and want them followed up without a CRM.

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

No images available

Pricing

$14.99/month
Free Version Not Supported
Free Trial Supported

Pricing

$79/month
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

InvoicifyAI
Founded: 2025
Canada
www.invoicifyai.com

Company Information

QuoteLasso
United States
quotelasso.com

Alternatives

Alternatives

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Fast Snap Pro

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MyInvoices & Estimates

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PayPort Direct

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Aannemer Systeem

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Psalm

Psalm

Jordan Labs Ltd

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim InvoicifyAI and update features and information
Claim InvoicifyAI and update features and information
Claim QuoteLasso and update features and information
Claim QuoteLasso and update features and information