CRM + Integrated Billing

Quotes and invoices, directly from the CRM

From sales opportunity to payment received, Cirrus Shield automates every step of the invoicing chain.

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78% Time Saved

1 Click Quote → Invoice

Stripe Native Payment

cirrus-shield.fr/quotes

QUOTE STATUS

QTE-2024-087 Accepted 4 200 €

QTE-2024-091 Sent 1 850 €

QTE-2024-094 Pending 6 300 €

Invoice Generated

INV-2024-087 · 4 200 €

The Problem

Manual invoicing slows down growth

Manual data entry multiplies errors, slows down collections, and complicates daily management of your SMB.

14h

lost per month

On redundant manual data entry between multiple disconnected tools.

61%

of payment delays

Directly linked to invoicing errors or forgotten follow-ups.

Revenue

lost silently

Due to forgotten quotes and unpaid invoices not detected in time.

The Journey

From Quote to Payment in 3 Steps

Cirrus Shield eliminates silos between sales and invoicing.

1

Generate Quote

From the opportunity, in just 1 click.

Opportunity #2024-045

Create Quote →

Client, address, products pre-filled

2

Create Invoice

Automatically when quote is signed.

QTE → INV Converted

SEO Consulting 2 400 €

CRM Training 1 800 €

3

Collect Payment

Stripe online payments natively integrated.

Payment Received

4 200,00 €

Visa •••• 4242 · via Stripe

View Demo →

Quotes

Professional quotes in just seconds

Customizable, traceable, and connected to your sales pipeline.

Word templates with automatic mail merge fields
"Complete Quote" button: address, contact, products in 1 click
Process view with drag-and-drop status updates
Quote tracking reports by sales rep

Quote QTE-2024-087

SAS TechnoVert · Marie Durand

Complete Quote

PROCESS

Product Qty Total Ex. Tax

Complete SEO Audit 1 2 400 €

CRM Training 3 1 800 €

Total Ex. Tax : 4 200 €

MyCompany SAS

12 Peace Street, 75002 Paris

INV-2024-087

04/09/2026

BILL TO

SAS TechnoVert

Marie Durand · 8 Champs-Élysées Ave, 75008

Description	Qty	Total
Complete SEO Audit	1	2 400 €
CRM Training (3 sessions)	3	1 800 €

Total Ex. Tax 4 200 €

VAT 20% 840 €

Total Inc. Tax 5 040 €

Paid via Stripe

Download PDF

Invoicing

Invoices generated automatically

From signed quote to invoice issued, with no manual intervention.

Convert quote to invoice in a single click
All information automatically carried over
Customized Word format templates
Track unpaid invoices with filtered views

Payment

Online payment natively integrated

Every invoice contains a secure Stripe payment link. The customer clicks, chooses their payment method, and pays in just seconds.

Visa / MC / Amex

SEPA

Apple Pay

Google Pay

Payment status updated in real-time in the CRM.

Pay Invoice INV-2024-087

5 040,00 €

4242 4242 4242 4242

12/27

123

Secure Payment by Stripe

Reporting

Control with Dashboards

Custom reports to track revenue, unpaid invoices, and sales performance.

Total revenue and by product line
Billing by client and by period
Automatic cash flow forecasts
Real-time exportable reports

42 800 € Revenue This Month

94% Collection Rate

3 Unpaid Invoices

REVENUE TREND (LAST 6 MONTHS)

Nov Dec Jan Feb Mar Apr

2026 Compliance

Ready for 2026 electronic invoicing

Starting September 2026, all French companies must issue and receive invoices in electronic format. PDF invoices sent by email will no longer be compliant.

Structured Data

Legal Compliance

Platform Integration

Prepare for the Reform →

Comparison

Cirrus Shield vs Alternatives

Low-code customization makes the difference.

Criteria	Cirrus Shield	Sellsy	Axonaut	HubSpot
Integrated CRM + Invoicing				Partial
Quote to Invoice in 1 click
Customizable Word Templates
Native Stripe Payment
Low-code Customization
100% French Support				Limited
France-based Hosting

Frequently Asked Questions

Everything you need to know before getting started.

Qu’est-ce qu’un CRM et pourquoi est-il essentiel pour votre entreprise ?

Is Cirrus Shield billing compliant with legal obligations?

Invoices comply with the mandatory requirements of the Commercial Code and the General Tax Code: number, date, identity of the parties, details of services, amounts excluding tax (HT) / including tax (TTC), and VAT rates. Cirrus Shield is actively preparing for the integration of 2026 electronic invoicing requirements.

How does generating a quote from an opportunity work?

The “Create a Quote” button automatically pre-fills the fields with CRM data: client, address, products, and amounts. The sales representative makes adjustments if necessary, then sends the document directly from the application.

Is the Stripe integration paid?

The integration is native to Cirrus Shield, with no additional software costs. Only standard Stripe transaction fees apply (current Stripe public rates).

Are the quote and invoice templates customizable?

Templates are created in Word format using merge fields. The logo, colors, layout, and legal notices are fully adaptable. Multiple templates can coexist for different brands or offers.

Does Cirrus Shield manage stock and replenishment?

The products module includes automatic stock tracking via rollup fields. A report identifies products below the replenishment threshold, and supplier purchase orders can be generated in just a few clicks.