Online Proforma

Proforma Invoice Management: Simplify and Streamline Your Invoicing Process

Take Control of Your Proforma Invoices with iNextCRM

Globally Trusted Technology Partners

Shape Image
Shape Image

Streamline Proforma Invoice Management

Efficiently Create and Manage Proforma Invoices with Advanced Filtering Options

Proforma Invoices

Create and manage an unlimited number of proforma invoices within iNextCRM. This enables you to handle proforma invoicing efficiently, regardless of the volume.

Advanced Filters

Utilize advanced filtering options to easily sort and view proforma invoices based on status, year, sales representatives, and more. This helps you quickly locate specific proforma invoices and streamline your management process.

Manage Proforma Invoice Efficiently with iNextCRM

Experience the power of iNextCRM, your comprehensive online CRM application, designed to streamline proforma invoice management, enhance customer interactions, and drive business growth.

Bulk Export

Export proforma invoices in Excel, CSV, or PDF formats in bulk. This feature simplifies data extraction and allows for seamless sharing of proforma invoice information with team members or external stakeholders.


Manage your proforma invoices using the intuitive pipeline view. This visual representation provides a clear overview of the different stages of your proforma invoices, allowing you to track progress and prioritize actions effectively.

360° Proforma Invoice View

Access a comprehensive view of each proforma invoice within iNextCRM. Manage tasks, activity logs, reminders, notes, email tracking, and customer interactions, all within the proforma invoice module. This holistic view facilitates efficient tracking and collaboration.

Advanced Actions

Perform various advanced actions on proforma invoices, including PDF download, conversion to a project, copying, viewing as a customer, and more. These features enhance your control and flexibility in managing proforma invoices.

Customer View

Experience a beautifully designed customer view for proforma invoices. Customers can easily accept, reject, or download proforma invoices, enabling smooth interactions and efficient processing.

One-Click Send to Customer

Send proforma invoices to customers instantly with the convenience of a one-click send option. This streamlined process eliminates manual steps and ensures prompt delivery of proforma invoices to your clients.

Cloud-Based CRM System
with Easy Extension & Support

Unlock the full potential of your business with iNextCRM's cloud-based CRM system.

150 +

Extendable Addons

Seamlessly extend the functionality of your CRM with our extended add-ons, including marketing and operational capabilities, tailored to meet your specific needs.

20 +

Optimization Service

Let us handle the heavy lifting. Our team will work tirelessly to optimize your processes and automation, ensuring maximum efficiency and productivity.


Hand-Holding Support

We're here to guide you every step of the way, providing personalized assistance and resolving any queries or challenges you may encounter.

Built by Agency for Agency

Unparalleled Benefits

Built by an Agency.
For Agencies.

Most Agency Founders spend sleepless nights just keeping the lights on - scaling the agency never ends up becoming a priority between recurring client and sales calls.

iNextCRM changes that.

  • Scale Your Business
  • Effective Team Management
  • Seamless Remote Work
  • Manage Business on the Go
  • Become an Industry Leader
  • Increased Client Retention


What They Say About Us

Dynamically initiate market positioning total linkage with clicks-and-mortar
technology compelling data for cutting-edge markets.
Siddharth Chaudhary Siddharth Chaudhary

Siddharth Chaudhary

Founder & CEO

iNextCRM has completely transformed the way we manage our customer relationships. With its intuitive interface and powerful features, our sales team has seen a significant boost in productivity and efficiency. It's truly a game-changer!

Siddharth Chaudhary
Ritam Bhatnagar Ritam Bhatnagar

Ritam Bhatnagar


iNextCRM has been a lifesaver for our customer service team. Its comprehensive ticketing system and automated workflows have enabled us to provide exceptional support to our clients. The result? Improved customer satisfaction and a significant reduction in response times.

Ritam Bhatnagar
Shivangee Mehta Shivangee Mehta

Shivangee Mehta

Founder & CEO

iNextCRM is an all-in-one software for managing the entire client life-cycle, including leads, customers, invoices, proposals, and payments, all in one convenient platform. One of the standout features is the ability to effortlessly create captivating proposals. The best part is being able to send proposals directly from the iNext CRM dashboard while effectively managing my clients. The constant introduction of new features by the iNext team keeps me excited and engaged. I'm absolutely loving it!

Shivangee Mehta
Aman Sharma Aman Sharma

Aman Sharma

Business Owner

As a small business owner, I needed a CRM solution that would scale with my growing business. iNextCRM has been the perfect fit. Its flexible customization options and seamless integration with other tools have allowed me to tailor it to my specific needs. It has truly been a catalyst for our success.

Aman Sharma
Vikram Lal Vikram Lal

Vikram Lal

Founder & CEO

Managing my own business used to be a complex ordeal until I discovered iNext CRM. This all-in-one tool has simplified everything for me, providing a seamless experience. The Support team is highly responsive, and the development team works swiftly to introduce exciting new features. I am truly grateful to Priyanka and her team. Thank you for making my business journey easier!"

Vikram Lal
Hanshika Shah Hanshika Shah

Hanshika Shah

Marketing Director

Before discovering iNext CRM, our invoicing process involved using Word, relying on calendars for due-date reminders to clients, and even using pets to send proposals. With iNext CRM, we can now seamlessly manage all these tasks from a single platform, while also gaining valuable insights that enhance our efficiency. As a result, we have experienced a remarkable 15% increase in revenue realization speed. iNext CRM has truly transformed our operations for the better!

Hanshika Shah

Integrated with 20+ Popular Technology Platforms


Effortlessly trigger transactional SMS


Set up and manage Zoom meetings


Personalized marketing email campaigns


Receive International Payments


Select files directly from your Dropbox account


Sync your Google Calendar with iNextCRM

Google Drive

Effortlessly access and manage your files

Do You Want to explore more Integration?

Why iNextCRM

Why Choose Us

Why Onboard to iNextCRM?

Experience the power of streamlined lead management with iNextCRM. Our robust software empowers your business to efficiently capture, track, and convert leads into loyal customers, driving your growth and success.


Higher Predictability


Saved Per Day
Per User


Higher Conversion Rate


Higher Retention Rate

Frequently Asked Questions (FAQ)

Your Questions, Answered for Efficient ProForma Manager

Absolutely! With iNextCRM, you can create and manage an unlimited number of proforma invoices efficiently, regardless of the volume. Our platform is designed to handle bulk proforma invoice management, saving you time and effort.

iNextCRM offers advanced filtering options that allow you to sort and view proforma invoices based on various criteria, such as status, year, sales representatives, and more. This powerful feature enables you to quickly locate specific proforma invoices and streamline your management process.

Yes, you can! iNextCRM provides the functionality to export proforma invoices in multiple formats, including Excel, CSV, or PDF. This feature simplifies data extraction and allows for seamless sharing of proforma invoice information with your team members or external stakeholders.

Shape Image
Project Management
Project Management
Shape Image