Feature Introduction
GTG CRM has long been very strong for selling products: product catalog, inventory, orders, and invoices. But if you sell services — agencies, consulting firms, spas/clinics, freelancers, B2B suppliers — you previously had to work around it: create the service as a fake non-inventory product, and there was no proper contract (only quotes, no signatures, no counterparty signing, no payment schedule).
Starting today, GTG CRM supports service selling as a first-class citizen: a Catalog that holds both products and services, mixed quotes (a single quote containing both products and services), and a true Contract — with Party B, acceptance milestones, bilingual support, sending & signing, and then invoicing by installment → automatically posted to the accounting ledger.
Problems Businesses Are Facing
| Old way | Consequence |
|---|---|
| Services must be created as "fake non-inventory products" | Cluttered catalog, flawed inventory logic |
| One quote for products, a separate contract for services | Two documents, two rounds of drafting |
| No contract with Party B / acceptance milestones | Hard to enforce, hard to accept work by stage |
| Word contracts + payment tracking in Excel | Missed payment installments, unclear outstanding balances |
| Revenue recorded manually only after signing | Forgotten invoices, forgotten accounting entries |
GTG CRM connects everything in one flow: service → mixed quote → contract → send & sign → installment invoices → revenue & cash receipt entries — no workarounds, no double data entry.
Key Highlights
1. One Catalog for Both Products and Services
- In the CRM → Catalog menu: Products, Services, and Appointments — where you define "what you sell," grouped under a single heading.
- Services have a price and a billing cycle: one-time or recurring (monthly, etc.). Products can also be recurring subscriptions.
- This unified list is what the quote/contract line selector uses — pick both products and services in one place.
2. Mixed Quotes — One Quote, Both Products and Services
- Add Service-type lines (e.g., "Website design," "Monthly SEO") and Product-type lines (e.g., "Hosting license" × 3) in the same quote.
- Each line has a Type tag (Service = green, Product = blue); service lines display their billing cycle.
- Quotes move from DRAFT → SENT → ACCEPTED; once Accepted, the Convert to Contract button appears.
3. A True Contract — Party B, Acceptance, Bilingual
- Convert to Contract keeps the type and billing cycle of each line item. Totals are split into a one-time total and a monthly total, plus VAT.
- Party B can be an individual or a company. Details (legal name, tax ID, address, authorized representative) can be filled in automatically when business data is available, thanks to the company enrichment feature.
- Acceptance milestones are set when the contract is created and drive the payment schedule.
- Bilingual contracts (up to 2 languages) with language-specific emails, branded to your company.
- A contract can also include direct product lines (no quote required). A single contract can contain both products and services.
4. Send → Sign → Issue Invoices Per Installment
A practical, legally compliant signing process:
- Send to the customer: the system renders the contract as a Word (.docx) file (editable for negotiation) and emails it to the customer. Status: DRAFT → SENT.
- The customer signs outside the system (paper or soft copy) and returns it.
- Upload the signed copy: attach the signed file (stored in the system) → record the signer and signing time. SENT → SIGNED → ACTIVE.
- Issue invoices per installment: for each payment installment, review the invoice preview → confirm → issue the invoice through your existing ERP/invoicing workflow.
ℹ️ Note: Issuing invoices requires the workspace to be connected to an e-invoicing provider / tax authority provider. The entire flow of creating services, quotes, contracts, and sending and uploading signed copies works normally; only the invoice issuance step requires this connection.
5. Invoices → Automatically Posted to the General Ledger
- A signed contract = a commitment, not yet a financial transaction, so it does not generate a journal entry at signing.
- When an invoice is issued, it is posted to the ledger: Debit Accounts Receivable (131) / Credit Revenue (511) / Credit Output VAT (new workspaces post to sub-account 33311 under group 3331; existing workspaces keep their current setup). This runs through the same automatic invoice accounting engine you already use.
- When payment is received: Debit Cash (111/112) / Credit Accounts Receivable (131).
Everything reuses the existing automatic accounting engine. There are no "custom-made" GL codes, and the workflow is owned by you and can be adjusted.
Business Benefits
| Feature | Practical benefit for you |
|---|---|
| One Catalog (products + services) | No more "phantom products"; a clean, accurate catalog |
| Mixed quotes | One document instead of two; less rework |
| Contracts with Party B + acceptance | Clear obligations; acceptance by phase |
| Per-installment invoices on schedule | Never miss a collection; always know what's still outstanding |
| Invoice → automatic journal entries | Revenue posts correctly, no manual entry |
| Auto-filled company information | Party B and tax ID pre-filled for contracts/invoices |
Who Is This For?
- Marketing / advertising agencies (ICP3) selling monthly service packages.
- Consultants, freelancers, and B2B suppliers who need contracts and per-installment invoices.
- Spas, clinics, and training centers selling services bundled with products.
- Businesses selling both products and services who want a single quote / a single contract.
How to Get Started?
Go to CRM → Catalog → Services to create your first service, then create a mixed quote and convert it into a contract. See the step-by-step guide in the article "Service Sales & Contract User Guide".
Free trial — no credit card required.
