From first enquiry to paid invoice
Track leads through your own pipeline, log every call and visit, keep each customer's required documents current and send invoices they can pay online - all next to the agreements they signed.
Part of the AirSign suite - one plan, every app.
A pipeline you control
Your own stages, drag and drop. Leads convert the moment they sign.
Every conversation
Calls, emails, meetings and site visits logged against the customer.
Customers kept compliant
Required documents per customer type, with live status for each account.
Paid faster
Branded invoices with a Pay now link for paying by card.
One record from lead to loyal customer
Win leads without a spreadsheet
See every lead on a board with your own stages. Sending a lead your agreement moves them along, and signing it converts them into a customer automatically.
- Your own stages, drag and drop
- List and pipeline views
- Automatic conversion when the first agreement is signed
- Filter by "not contacted in 60, 120 or 180 days"
Made for businesses that deliver a service
Promote from contacts
Turn anyone in your address book into a customer in one click.
Rate cards
Give a customer their own prices, like a commercial or NDIS rate.
Tax invoices
Invoices show "TAX INVOICE" automatically when GST is charged.
Refunds kept in sync
A refund in Stripe updates the invoice for you.
Automations
Customer created, converted or invoice paid can start a workflow in AirSign Automate.
AI assistant access
Look up customers and draft invoices from an AI assistant over MCP.
Who uses AirSign CRM
NDIS providers
Participants, plan types and service agreements in one place, from intake to invoice.
Learn moreAllied health
Referrals to clients, consent forms on file and invoices paid online.
Learn moreConstruction and trades
Clients, contracts and progress invoices next to the job.
Learn moreProfessional services
Engagement letters signed, clients compliant and invoices tracked.
Learn moreWorks with
AirSign CRM shares one database with the rest of AirSign, so nothing needs syncing between apps.
Better together
Every AirSign app is included in the same plan. Here is what pairs best with CRM.
Frequently asked questions
Not today. Invoices are created, sent and paid in AirSign (through Stripe). Xero is connected for Payroll timesheets and for filing signed documents.
It is built for service businesses: leads, customers, contacts, the documents they must hold and the invoices they pay. It does not do deal values or sales forecasting.
Every invoice can carry a Pay now link - in the email, on the PDF and on a page that needs no login. Customers pay by card and the money settles to your own Stripe account.
Yes. Set up rate cards (for example "Commercial") and assign them to customers. Their invoices use those prices automatically.
CRM is part of the AirSign suite - one plan, every app. Book a demo and we will set you up.
Bring leads, customers and invoices together
Book a demo and we will show you the path from enquiry to paid invoice.