Feature Introduction
GTG CRM has long been strong for selling products: product catalog, inventory, orders, invoices. But if you sell services — agencies, consulting, spas/clinics, freelancers, B2B providers — you previously had to "workaround": create services as dummy products with no inventory, and no real contracts (only quotes, no signatures, no parties, no payment schedules).
From today, GTG CRM supports selling services as a first-class citizen: a Catalog containing both products and services, mixed quotes (one quote for both products and services), and real Contracts — with Party B, acceptance milestones, bilingual, send & sign, then issue periodic invoices → automatically generate accounting entries.
Problems Businesses Face
| Old Method | Consequences |
|---|---|
| Services must be created as "dummy products with no inventory" | Confused catalog, incorrect inventory logic |
| One quote for products, a separate contract for services | Two documents, two creation processes |
| No contracts with Party B / acceptance milestones | Difficult to enforce, hard to conduct phased acceptance |
| Word contracts + payment tracking on Excel | Missed payment installments, unknown outstanding amounts |
| Manual revenue entry after signing | Forgot to issue invoices, forgot to book entries |
GTG CRM connects a single flow: services → mixed quotes → contracts → send & sign → periodic invoices → revenue entries & payments — no workarounds, no double data entry.
Highlights
1. One Catalog for Both Products and Services
- In the CRM → Catalog menu: Products, Services, Appointments — where you define "what you sell", grouped under a single heading.
- Services have prices and billing cycles: one-time or recurring (monthly…). Products can also be recurring subscriptions.
- This same unified list is used by the quote/contract line item selector — choose both products and services from one place.
2. Mixed Quotes — One Quote, Both Products and Services
- Add line items of type Service (e.g., "Website Design", "Monthly SEO") and type Product (e.g., "Hosting License" × 3) within the same quote.
- Each line has a Type tag (Service = green, Product = blue); service lines display the billing cycle.
- Quote statuses: DRAFT → SENT → ACCEPTED; when Accepted, a Convert to Contract button appears.
3. Real Contracts — Party B, Acceptance, Bilingual
- Convert to Contract retains line item types/cycles; totals are broken down into one-time totals and monthly totals + VAT.
- Party B can be an individual or a company; information (legal name, tax ID, address, representative) can be auto-filled if company data exists — thanks to the company information enrichment feature.
- Acceptance Milestones set during contract creation, driving the payment schedule.
- Bilingual contracts (up to 2 languages) + emails in the chosen language, with branding.
- Contracts can also include direct product line items (without going through a quote) — a single contract can contain both products and services.
4. Send → Sign → Issue Periodic Invoices
A practical, legally compliant signing process:
- Send to Customer: the system renders the contract in Word (.docx) format (editable/negotiable) and emails it to the customer. Status changes from DRAFT → SENT.
- Customer signs offline (paper/soft copy) and sends it back.
- Upload Signed Copy: attach the signed file (stored in the system) → record signer and signing time. Status changes from SENT → SIGNED → ACTIVE.
- Issue Periodic Invoices: for each payment installment, view the invoice preview → confirm → issue the invoice through your existing ERP/billing integration.
ℹ️ Note: Issuing invoices requires a workspace connected to an e-invoicing solution / tax provider. The entire workflow of creating services, quotes, contracts, sending & downloading signed copies works normally; only the invoice issuance step requires this connection.
5. Invoices → Automated Accounting Entries
- A signed contract is a commitment, not yet a financial transaction — so it does not generate entries upon signing.
- Entries are created upon issuing an invoice: Debit Accounts Receivable (131) / Credit Revenue (511) / Credit VAT (3331) — processed through the existing automated invoice accounting engine.
- Upon receiving payment: Debit Cash (111/112) / Credit Accounts Receivable (131).
The entire process reuses your existing automated accounting engine — no "custom" GL codes, your workflow is owned and customizable.
Benefits for Businesses
| Feature | Actual Benefits for You |
|---|---|
| One Catalog (products + services) | No more "dummy products", clean and correct catalog |
| Mixed quotes | One document instead of two; less re-creation |
| Contracts with Party B + acceptance | Clear commitments, phased acceptance |
| Periodic invoices on schedule | Never miss a collection, always know outstanding amounts |
| Invoices → automatic entries | Revenue posted correctly, no manual entry |
| Auto-filled company details | Party B & Tax ID pre-filled for contracts/invoices |
Who Is It For?
- Marketing / Advertising Agencies (ICP3) selling monthly service packages.
- Consultants, freelancers, B2B providers requiring contracts and periodic invoicing.
- Spas, clinics, training centers selling services bundled with products.
- Businesses selling both products and services wanting a single quote/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. Refer to the step-by-step guide in the article "How to Use Service Sales & Contracts".
Free Trial — no credit card required.
